Arkos Global Advisors
HOUSTON TX · SEC CIK 0001769089
$8.44亿2026Q2 申报市值
124持仓数
69.2%前十大占比 · 第一大 14.6%
9 / 84新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 加仓+$681.12万
IEMG 加仓+$376.95万
IJH 加仓+$247.08万
IJR 加仓+$220.38万
IAU 加仓+$138.09万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$331.43万
MUB 减仓-$190.70万
VCSH 减仓-$188.13万
IEF 减仓-$120.55万
PGX 减仓-$94.85万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EWJ | ISHARES MSCI JAPAN ETF | $26.80万 | 0.03% | 2,871 | 6 | 0.2% | $560 | 加仓 |
| V | VISA INC COM CL A | $27.00万 | 0.03% | 788 | -492 | -38.4% | -$16.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $27.00万 | 0.03% | 1,843 | 9 | 0.5% | $1,319 | 加仓 |
| CSCO | CISCO SYS INC COM | $27.10万 | 0.03% | 2,307 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $28.30万 | 0.03% | 266 | 266 | — | $28.30万 | 新建仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $28.50万 | 0.03% | 2,669 | -36 | -1.3% | -$3,844 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $29.10万 | 0.03% | 6,868 | -202 | -2.9% | -$8,559 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $29.30万 | 0.03% | 290 | 1 | 0.3% | $1,010 | 加仓 |
| SLB | SLB LIMITED COM STK | $29.70万 | 0.04% | 6,382 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $30.40万 | 0.04% | 702 | -258 | -26.9% | -$11.17万 | 减仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $30.50万 | 0.04% | 15,128 | 176 | 1.2% | $3,548 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $31.00万 | 0.04% | 4,454 | -2,597 | -36.8% | -$18.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $31.20万 | 0.04% | 654 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $31.50万 | 0.04% | 2,323 | -88 | -3.6% | -$1.19万 | 减仓 |
| HD | HOME DEPOT INC COM | $32.70万 | 0.04% | 928 | -280 | -23.2% | -$9.87万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $33.40万 | 0.04% | 1,471 | 6 | 0.4% | $1,362 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $34.00万 | 0.04% | 1,006 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $34.40万 | 0.04% | 610 | 42 | 7.4% | $2.37万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $36.40万 | 0.04% | 3,538 | -28 | -0.8% | -$2,881 | 减仓 |
| LLY | ELI LILLY & CO COM | $36.70万 | 0.04% | 306 | -191 | -38.4% | -$22.91万 | 减仓 |
| RY | ROYAL BK CDA COM | $36.80万 | 0.04% | 1,780 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $38.40万 | 0.05% | 1,760 | 5 | 0.3% | $1,091 | 加仓 |
| TRGP | TARGA RES CORP COM | $39.60万 | 0.05% | 1,475 | 6 | 0.4% | $1,611 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $41.60万 | 0.05% | 4,000 | 32 | 0.8% | $3,328 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $43.10万 | 0.05% | 6,847 | 140 | 2.1% | $8,813 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $44.10万 | 0.05% | 5,509 | -2,634 | -32.3% | -$21.09万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $45.20万 | 0.05% | 2,557 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $45.30万 | 0.05% | 12,310 | 908 | 8.0% | $3.34万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $46.70万 | 0.06% | 3,029 | -19 | -0.6% | -$2,929 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $48.30万 | 0.06% | 9,500 | 9,500 | — | $48.30万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $48.90万 | 0.06% | 841 | 841 | — | $48.90万 | 新建仓 |
| INTC | INTEL CORP COM | $50.60万 | 0.06% | 3,625 | -3,562 | -49.6% | -$49.72万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $51.50万 | 0.06% | 15,215 | 15 | 0.1% | $508 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $51.90万 | 0.06% | 3,409 | 11 | 0.3% | $1,675 | 加仓 |
| KO | COCA COLA CO COM | $52.20万 | 0.06% | 6,421 | 304 | 5.0% | $2.47万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $53.70万 | 0.06% | 10,693 | -409 | -3.7% | -$2.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $54.80万 | 0.06% | 4,329 | 57 | 1.3% | $7,216 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $56.50万 | 0.07% | 13,884 | -63 | -0.5% | -$2,564 | 减仓 |
| D | DOMINION ENERGY INC COM | $58.10万 | 0.07% | 8,505 | 47 | 0.6% | $3,211 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $61.10万 | 0.07% | 4,368 | 9 | 0.2% | $1,259 | 加仓 |
| WMB | WILLIAMS COS INC COM | $65.00万 | 0.08% | 8,746 | 61 | 0.7% | $4,534 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $65.30万 | 0.08% | 7,561 | 29 | 0.4% | $2,505 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $68.50万 | 0.08% | 915 | 2 | 0.2% | $1,497 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $70.80万 | 0.08% | 8,571 | 9 | 0.1% | $743 | 加仓 |
| SO | SOUTHERN CO COM | $70.90万 | 0.08% | 7,409 | -111 | -1.5% | -$1.06万 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $73.10万 | 0.09% | 14,701 | -221 | -1.5% | -$1.10万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $74.60万 | 0.09% | 9,621 | 96 | 1.0% | $7,444 | 加仓 |
| TSLA | TESLA INC COM | $74.90万 | 0.09% | 1,780 | 58 | 3.4% | $2.44万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $75.40万 | 0.09% | 20,456 | 60 | 0.3% | $2,212 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $77.20万 | 0.09% | 1,542 | -104 | -6.3% | -$5.21万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $81.00万 | 0.10% | 7,044 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $81.70万 | 0.10% | 1,565 | 1 | 0.1% | $522 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $81.80万 | 0.10% | 2,498 | -110 | -4.2% | -$3.60万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $82.30万 | 0.10% | 14,567 | -125 | -0.9% | -$7,062 | 减仓 |
| SLV | ISHARES SILVER TRUST | $84.30万 | 0.10% | 15,765 | -128 | -0.8% | -$6,845 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $84.30万 | 0.10% | 5,087 | 112 | 2.3% | $1.86万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $88.30万 | 0.10% | 10,631 | 7,780 | 272.9% | $64.62万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $89.10万 | 0.11% | 12,510 | 22 | 0.2% | $1,567 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $95.00万 | 0.11% | 1,313 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $97.30万 | 0.12% | 2,629 | 59 | 2.3% | $2.18万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $102.00万 | 0.12% | 9,248 | -10 | -0.1% | -$1,103 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $103.70万 | 0.12% | 1,108 | 28 | 2.6% | $2.62万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $108.40万 | 0.13% | 12,681 | 40 | 0.3% | $3,419 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $131.00万 | 0.16% | 31,614 | 85 | 0.3% | $3,522 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $135.10万 | 0.16% | 25,443 | 1,232 | 5.1% | $6.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $135.80万 | 0.16% | 6,788 | -633 | -8.5% | -$12.66万 | 减仓 |
| AVGO | BROADCOM INC COM | $137.90万 | 0.16% | 3,651 | -527 | -12.6% | -$19.91万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $144.00万 | 0.17% | 9,852 | 703 | 7.7% | $10.28万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $149.90万 | 0.18% | 28,910 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $154.70万 | 0.18% | 51,283 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $164.90万 | 0.20% | 4,421 | -540 | -10.9% | -$20.14万 | 减仓 |
| WMT | WALMART INC COM | $164.90万 | 0.20% | 14,558 | 266 | 1.9% | $3.01万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $173.90万 | 0.21% | 2,361 | 114 | 5.1% | $8.40万 | 加仓 |
| CHPX | GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF | $178.30万 | 0.21% | 16,775 | 1,502 | 9.8% | $15.96万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $190.40万 | 0.23% | 22,102 | 10 | 0.0% | $861 | 加仓 |
| AMZN | AMAZON COM INC COM | $200.70万 | 0.24% | 8,420 | -683 | -7.5% | -$16.28万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $243.90万 | 0.29% | 56,537 | 2,393 | 4.4% | $10.32万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $244.10万 | 0.29% | 225,179 | -87,497 | -28.0% | -$94.85万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $265.30万 | 0.31% | 140,600 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $266.20万 | 0.32% | 96,381 | 6,194 | 6.9% | $17.11万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $276.70万 | 0.33% | 36,673 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $343.60万 | 0.41% | 112,693 | 10,272 | 10.0% | $31.32万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $368.30万 | 0.44% | 23,464 | -170 | -0.7% | -$2.67万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $369.00万 | 0.44% | 46,688 | -23,803 | -33.8% | -$188.13万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $407.70万 | 0.48% | 11,410 | 286 | 2.6% | $10.22万 | 加仓 |
| AAPL | APPLE INC COM | $460.90万 | 0.55% | 15,930 | 313 | 2.0% | $9.06万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $781.40万 | 0.93% | 72,474 | -997 | -1.4% | -$10.75万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $800.60万 | 0.95% | 156,831 | 21,976 | 16.3% | $112.18万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $864.30万 | 1.02% | 40,620 | 4,908 | 13.7% | $104.43万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $882.40万 | 1.04% | 29,112 | -233 | -0.8% | -$7.06万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $901.30万 | 1.07% | 118,916 | -1,315 | -1.1% | -$9.97万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $1,273.70万 | 1.51% | 158,081 | -751 | -0.5% | -$6.05万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $1,300.90万 | 1.54% | 299,059 | 5,309 | 1.8% | $23.09万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1,613.90万 | 1.91% | 355,959 | 21,909 | 6.6% | $99.33万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,723.40万 | 2.04% | 175,499 | 3,446 | 2.0% | $33.84万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,976.50万 | 2.34% | 125,071 | 3,103 | 2.5% | $49.04万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,329.80万 | 2.76% | 63,245 | -362 | -0.6% | -$13.34万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,432.10万 | 2.88% | 163,985 | 14,859 | 10.0% | $220.38万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2,585.90万 | 3.06% | 342,456 | 18,288 | 5.6% | $138.09万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,958.30万 | 3.50% | 357,114 | 45,504 | 14.6% | $376.95万 | 加仓 |