PKS Advisory Services, LLC
ALBANY NY · SEC CIK 0001605401
$4.15亿2026Q1 申报市值
228持仓数
40.4%前十大占比 · 第一大 7.2%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVE 加仓+$2,691.13万
FENI 新建仓+$288.73万
DIVB 新建仓+$213.38万
VYMI 新建仓+$174.38万
SPY 加仓+$158.71万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$4,268.60万
GSIE 清仓-$341.19万
SCHD 减仓-$155.99万
COWZ 减仓-$83.93万
HAWX 清仓-$73.39万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $91.54万 | 0.22% | 3,271 | 954 | 41.2% | $26.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.70万 | 0.22% | 4,459 | 739 | 19.9% | $15.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $89.41万 | 0.22% | 17,921 | 3,829 | 27.2% | $19.10万 | 加仓 |
| QUAL | ISHARES TR | $88.01万 | 0.21% | 4,585 | -905 | -16.5% | -$17.37万 | 减仓 |
| IWD | ISHARES TR | $87.88万 | 0.21% | 4,113 | -275 | -6.3% | -$5.88万 | 减仓 |
| IDU | ISHARES TR | $85.43万 | 0.21% | 7,358 | 159 | 2.2% | $1.85万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $83.63万 | 0.20% | 19,659 | 2,485 | 14.5% | $10.57万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $83.05万 | 0.20% | 2,458 | -177 | -6.7% | -$5.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $82.78万 | 0.20% | 15,315 | 334 | 2.2% | $1.81万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $82.48万 | 0.20% | 16,280 | 2,997 | 22.6% | $15.18万 | 加仓 |
| IJT | ISHARES TR | $80.16万 | 0.19% | 5,540 | -214 | -3.7% | -$3.10万 | 减仓 |
| WMT | WALMART INC | $79.02万 | 0.19% | 7,751 | 1,162 | 17.6% | $11.85万 | 加仓 |
| MRK | MERCK & CO INC | $78.30万 | 0.19% | 6,653 | -399 | -5.7% | -$4.70万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $77.89万 | 0.19% | 25,904 | -692 | -2.6% | -$2.08万 | 减仓 |
| ABBV | ABBVIE INC | $77.53万 | 0.19% | 3,568 | 85 | 2.4% | $1.85万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $77.38万 | 0.19% | 7,773 | 680 | 9.6% | $6.77万 | 加仓 |
| HD | HOME DEPOT INC | $77.04万 | 0.19% | 2,342 | -141 | -5.7% | -$4.64万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $76.67万 | 0.18% | 4,205 | -20 | -0.5% | -$3,647 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $76.12万 | 0.18% | 15,917 | 500 | 3.2% | $2.39万 | 加仓 |
| EEM | ISHARES TR | $75.29万 | 0.18% | 13,145 | 1,640 | 14.3% | $9.39万 | 加仓 |
| DIS | DISNEY WALT CO | $74.84万 | 0.18% | 7,745 | -19 | -0.2% | -$1,836 | 减仓 |
| NEE | NEXTERA ENERGY INC | $74.24万 | 0.18% | 7,993 | 391 | 5.1% | $3.63万 | 加仓 |
| CSCO | CISCO SYS INC | $72.53万 | 0.17% | 9,250 | 878 | 10.5% | $6.88万 | 加仓 |
| IWF | ISHARES TR | $72.44万 | 0.17% | 1,699 | -45 | -2.6% | -$1.92万 | 减仓 |
| IWL | ISHARES TR | $72.36万 | 0.17% | 4,509 | -239 | -5.0% | -$3.84万 | 减仓 |
| OEF | ISHARES TR | $71.45万 | 0.17% | 2,247 | -43 | -1.9% | -$1.37万 | 减仓 |
| IQLT | ISHARES TR | $71.33万 | 0.17% | 15,430 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $69.98万 | 0.17% | 1,301 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $69.16万 | 0.17% | 991 | -8 | -0.8% | -$5,583 | 减仓 |
| MO | ALTRIA GROUP INC | $67.89万 | 0.16% | 10,278 | 860 | 9.1% | $5.68万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $67.48万 | 0.16% | 11,288 | -3,273 | -22.5% | -$19.57万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $67.00万 | 0.16% | 11,485 | 2,253 | 24.4% | $13.14万 | 加仓 |
| PULS | PGIM ETF TR | $66.63万 | 0.16% | 13,461 | 811 | 6.4% | $4.01万 | 加仓 |
| USMV | ISHARES TR | $66.34万 | 0.16% | 7,225 | -938 | -11.5% | -$8.61万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $66.23万 | 0.16% | 3,184 | -113 | -3.4% | -$2.35万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $66.07万 | 0.16% | 1,092 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $65.22万 | 0.16% | 2,742 | -24 | -0.9% | -$5,708 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $64.90万 | 0.16% | 21,846 | 216 | 1.0% | $6,417 | 加仓 |
| LLY | ELI LILLY & CO | $64.76万 | 0.16% | 706 | 58 | 9.0% | $5.32万 | 加仓 |
| INTC | INTEL CORP | $64.65万 | 0.16% | 13,997 | 1,518 | 12.2% | $7.01万 | 加仓 |
| ETN | EATON CORP PLC | $63.95万 | 0.15% | 1,784 | 46 | 2.6% | $1.65万 | 加仓 |
| IJJ | ISHARES TR | $62.64万 | 0.15% | 4,728 | -201 | -4.1% | -$2.66万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $62.46万 | 0.15% | 6,669 | -99 | -1.5% | -$9,272 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.01万 | 0.15% | 1,420 | -101 | -6.6% | -$4.41万 | 减仓 |
| XYLD | GLOBAL X FDS | $61.74万 | 0.15% | 15,777 | 306 | 2.0% | $1.20万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $60.58万 | 0.15% | 1,277 | -99 | -7.2% | -$4.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $59.60万 | 0.14% | 2,438 | 178 | 7.9% | $4.35万 | 加仓 |
| IWR | ISHARES TR | $59.39万 | 0.14% | 6,108 | 428 | 7.5% | $4.16万 | 加仓 |
| HYG | ISHARES TR | $58.71万 | 0.14% | 7,377 | 292 | 4.1% | $2.32万 | 加仓 |
| NFLX | NETFLIX INC. | $58.69万 | 0.14% | 6,107 | 759 | 14.2% | $7.29万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $57.55万 | 0.14% | 11,082 | 741 | 7.2% | $3.85万 | 加仓 |
| SYK | STRYKER CORPORATION | $57.20万 | 0.14% | 1,741 | 56 | 3.3% | $1.84万 | 加仓 |
| AMGN | AMGEN INC | $56.76万 | 0.14% | 1,614 | -79 | -4.7% | -$2.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.64万 | 0.14% | 2,745 | 628 | 29.7% | $12.96万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $56.22万 | 0.14% | 16,767 | 1,792 | 12.0% | $6.01万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $56.02万 | 0.14% | 9,526 | -314 | -3.2% | -$1.85万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.85万 | 0.13% | 12,564 | -1,190 | -8.7% | -$5.20万 | 减仓 |
| IUSB | ISHARES TR | $53.41万 | 0.13% | 11,562 | 1,864 | 19.2% | $8.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.35万 | 0.13% | 631 | 41 | 6.9% | $3.47万 | 加仓 |
| T | AT&T INC | $52.46万 | 0.13% | 24,240 | 5,455 | 29.0% | $11.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $51.62万 | 0.12% | 2,831 | -129 | -4.4% | -$2.35万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $50.18万 | 0.12% | 2,435 | -45 | -1.8% | -$9,274 | 减仓 |
| ORCL | ORACLE CORP | $48.23万 | 0.12% | 3,248 | -79 | -2.4% | -$1.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $48.01万 | 0.12% | 2,904 | 15 | 0.5% | $2,480 | 加仓 |
| IFRA | ISHARES TR | $47.63万 | 0.11% | 8,327 | 8,327 | — | $47.63万 | 新建仓 |
| AFL | AFLAC INC | $47.58万 | 0.11% | 4,337 | -65 | -1.5% | -$7,131 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.97万 | 0.11% | 3,211 | 252 | 8.5% | $3.69万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.10万 | 0.11% | 2,144 | 80 | 3.9% | $1.72万 | 加仓 |
| FEGE | RBB FUND TRUST | $45.21万 | 0.11% | 9,620 | 351 | 3.8% | $1.65万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $44.75万 | 0.11% | 2,228 | 80 | 3.7% | $1.61万 | 加仓 |
| GLW | CORNING INC | $43.79万 | 0.11% | 3,221 | 3 | 0.1% | $408 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $43.71万 | 0.11% | 7,913 | 311 | 4.1% | $1.72万 | 加仓 |
| EXI | ISHARES TR | $43.44万 | 0.10% | 2,400 | -400 | -14.3% | -$7.24万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $43.25万 | 0.10% | 10,375 | 2,937 | 39.5% | $12.24万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $42.22万 | 0.10% | 9,165 | 335 | 3.8% | $1.54万 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.43万 | 0.10% | 2,519 | 81 | 3.3% | $1.33万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $40.86万 | 0.10% | 9,944 | 4,530 | 83.7% | $18.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $40.64万 | 0.10% | 1,953 | 35 | 1.8% | $7,283 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $40.50万 | 0.10% | 4,681 | -300 | -6.0% | -$2.60万 | 减仓 |
| IGSB | ISHARES TR | $40.33万 | 0.10% | 7,672 | 562 | 7.9% | $2.95万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $39.56万 | 0.10% | 8,740 | -484 | -5.2% | -$2.19万 | 减仓 |
| CAT | CATERPILLAR INC | $39.43万 | 0.10% | 554 | 37 | 7.2% | $2.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.12万 | 0.09% | 2,984 | 345 | 13.1% | $4.52万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $38.48万 | 0.09% | 6,282 | -306 | -4.6% | -$1.87万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $38.35万 | 0.09% | 31,822 | -430 | -1.3% | -$5,181 | 减仓 |
| O | REALTY INCOME CORP | $38.03万 | 0.09% | 6,215 | 1,411 | 29.4% | $8.63万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $37.54万 | 0.09% | 13,498 | 299 | 2.3% | $8,315 | 加仓 |
| SHYG | ISHARES TR | $37.09万 | 0.09% | 8,763 | 1,596 | 22.3% | $6.75万 | 加仓 |
| SGOV | ISHARES TR | $36.79万 | 0.09% | 3,655 | 913 | 33.3% | $9.19万 | 加仓 |
| XAR | SPDR SERIES TRUST | $36.01万 | 0.09% | 1,418 | 3 | 0.2% | $762 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $34.44万 | 0.08% | 20,749 | -83 | -0.4% | -$1,378 | 减仓 |
| IEMG | ISHARES INC | $34.34万 | 0.08% | 4,924 | 68 | 1.4% | $4,743 | 加仓 |
| WM | WASTE MGMT INC DEL | $33.82万 | 0.08% | 1,472 | 126 | 9.4% | $2.90万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $33.48万 | 0.08% | 4,442 | 1,736 | 64.2% | $13.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.38万 | 0.08% | 5,504 | 24 | 0.4% | $1,456 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $33.29万 | 0.08% | 4,731 | 1 | 0.0% | $70 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $33.13万 | 0.08% | 7,173 | -55 | -0.8% | -$2,540 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $32.57万 | 0.08% | 7,270 | -227 | -3.0% | -$1.02万 | 减仓 |
| — | HONEYWELL INTL INC | $32.31万 | 0.08% | 1,429 | 102 | 7.7% | $2.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.74万 | 0.07% | 2,128 | 128 | 6.4% | $1.85万 | 加仓 |