13F 机构持仓

Arkos Global Advisors

HOUSTON TX · SEC CIK 0001769089

2026Q22026Q1 更早 9 个季度 🔒
$7.97亿2026Q1 申报市值
199持仓数
68.7%前十大占比 · 第一大 13.5%
66 / 5新建仓 / 清仓
申报市值走势$8.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 13.5%
IEFA 12.4%
IEF 7.2%
VCIT 6.6%
BND 6.2%
SPY 6.1%
MUB 5.9%
IJH 3.9%
IAU 3.6%
GLD 3.4%

2026Q1 买入最多 按季末市值估算

IEFA 加仓+$482.42万
PSLV 新建仓+$342.90万
IJH 加仓+$213.20万
FBTC 加仓+$211.05万
COIN 加仓+$119.31万

2026Q1 卖出最多 按季末市值估算

SILJ 清仓-$791.90万
MUB 减仓-$259.49万
EXXON MOBIL CORP 减仓-$109.18万
PGX 减仓-$97.95万
REET 减仓-$85.55万

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
VIS VANGUARD INDUSTRIALS ETF $29.50万0.04%946 00.0% — 不变
RY ROYAL BK CDA COM $28.80万0.04%1,780 00.0% — 不变
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $28.10万0.04%3,407 00.0% — 不变
PG PROCTER & GAMBLE CO COM $26.50万0.03%1,834 -1,037-36.1% -$14.98万 减仓
HR HEALTHCARE RLTY TR CL A COM $25.40万0.03%14,952 00.0% — 不变
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF $25.00万0.03%2,705 -38-1.4% -$3,512 减仓
BSX BOSTON SCIENTIFIC CORP COM $24.90万0.03%3,962 00.0% — 不变
ORCL ORACLE CORP COM $24.50万0.03%1,667 -2,699-61.8% -$39.67万 重新持有
GS GOLDMAN SACHS GROUP INC COM $24.40万0.03%289 00.0% — 不变
EWJ ISHARES MSCI JAPAN ETF $24.20万0.03%2,865 2,865— $24.20万 新建仓
PLTR PALANTIR TECHNOLOGIES INC CL A $23.40万0.03%1,602 -252-13.6% -$3.68万 减仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $23.40万0.03%2,851 2,851— $23.40万 新建仓
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND $23.10万0.03%4,263 -12-0.3% -$650 减仓
NZF NUVEEN MUN CR INCOME FD COM SH BEN INT $23.00万0.03%18,890 -3,368-15.1% -$4.10万 减仓
NAD NUVEEN QUALITY MUNCP INCOME FD COM $22.60万0.03%19,668 -3,500-15.1% -$4.02万 减仓
PM PHILIP MORRIS INTL INC COM $22.30万0.03%1,346 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $22.30万0.03%3,103 -1,736-35.9% -$12.48万 重新持有
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $22.10万0.03%654 -17-2.5% -$5,745 减仓
NKE NIKE INC CL B $22.00万0.03%4,164 -50-1.2% -$2,642 减仓
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF $22.00万0.03%4,734 942.0% $4,368 加仓
LRCX LAM RESEARCH CORP COM NEW $20.50万0.03%960 960— $20.50万 新建仓
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND $19.80万0.02%1,657 1,657— $19.80万 新建仓
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $19.40万0.02%2,031 2,031— $19.40万 新建仓
HACK AMPLIFY CYBERSECURITY ETF $19.10万0.02%2,544 -62-2.4% -$4,655 减仓
NOW SERVICENOW INC COM $19.00万0.02%1,816 1,239214.7% $12.96万 重新持有
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $18.70万0.02%2,426 2,426— $18.70万 新建仓
NEE NEXTERA ENERGY INC COM $18.30万0.02%1,966 -963-32.9% -$8.96万 重新持有
IVW ISHARES S&P 500 GROWTH ETF $18.20万0.02%1,612 -101-5.9% -$1.14万 减仓
SHOP SHOPIFY INC CL A SUB VTG SHS $18.20万0.02%1,533 -2,781-64.5% -$33.02万 重新持有
NVG NUVEEN AMT FREE MUN CR INC FD COM $18.10万0.02%14,698 -4,880-24.9% -$6.01万 减仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $18.00万0.02%2,457 2,457— $18.00万 新建仓
CSCO CISCO SYS INC COM $17.90万0.02%2,307 -2,271-49.6% -$17.62万 重新持有
NUMG NUVEEN ESG MID-CAP GROWTH ETF $17.60万0.02%4,278 -20-0.5% -$823 减仓
MRK MERCK & CO INC COM $17.60万0.02%1,463 1,463— $17.60万 新建仓
AFL AFLAC INC COM $17.50万0.02%1,595 1,595— $17.50万 新建仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $17.30万0.02%1,559 1,559— $17.30万 新建仓
YUM YUM BRANDS INC COM $17.10万0.02%1,098 1,098— $17.10万 新建仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $16.70万0.02%1,137 1,137— $16.70万 新建仓
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF $16.00万0.02%6,399 6,399— $16.00万 新建仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $15.60万0.02%2,886 2,886— $15.60万 新建仓
UPS UNITED PARCEL SVCS INC CL B $15.40万0.02%1,564 1,564— $15.40万 新建仓
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $14.90万0.02%3,144 3,144— $14.90万 新建仓
NUSC NUVEEN ESG SMALL-CAP ETF $14.80万0.02%3,277 3,277— $14.80万 新建仓
ESGU ISHARES ESG AWARE MSCI USA ETF $14.20万0.02%1,007 1,007— $14.20万 新建仓
ZTS ZOETIS INC CL A $13.90万0.02%1,179 -1,935-62.1% -$22.81万 重新持有
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND $13.60万0.02%1,058 1,058— $13.60万 新建仓
MTDR MATADOR RES CO COM $13.30万0.02%2,100 2,100— $13.30万 新建仓
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF $12.50万0.02%2,574 2,574— $12.50万 新建仓
BAC BANK OF AMER CORP COM $12.30万0.02%2,520 -3,337-57.0% -$16.29万 重新持有
ARKK ARK INNOVATION ETF $12.10万0.02%1,783 -646-26.6% -$4.38万 重新持有
BBJP JPMORGAN BETABUILDERS JAPAN ETF $12.00万0.02%1,747 1,747— $12.00万 新建仓
MO ALTRIA GROUP INC COM $11.40万0.01%1,723 1,723— $11.40万 新建仓
BMY BRISTOL-MYERS SQUIBB CO COM $11.30万0.01%1,857 1,857— $11.30万 新建仓
HYT BLACKROCK CORPOR HI YLD FD INC COM $11.10万0.01%12,998 00.0% — 不变
SCHF SCHWAB INTERNATIONAL EQUITY ETF $11.10万0.01%4,468 4,468— $11.10万 新建仓
T AT&T INC COM $10.70万0.01%3,685 3,685— $10.70万 新建仓
CSGP COSTAR GROUP INC COM $10.70万0.01%2,660 1937.8% $7,764 重新持有
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND $10.70万0.01%7,629 7,629— $10.70万 新建仓
NULG NUVEEN ESG LARGE-CAP GROWTH ETF $10.20万0.01%1,123 1,123— $10.20万 新建仓
— VANECK OIL REFINERS ETF $8.90万0.01%1,794 -5,322-74.8% -$26.40万 减仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $8.70万0.01%1,252 1,252— $8.70万 新建仓
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $8.60万0.01%1,700 1,700— $8.60万 新建仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $8.50万0.01%1,772 1,772— $8.50万 新建仓
APA APA CORPORATION COM $8.40万0.01%1,990 1,990— $8.40万 新建仓
MDLZ MONDELEZ INTL INC CL A $8.30万0.01%1,448 -1,814-55.6% -$10.40万 重新持有
BSM BLACK STONE MINERALS L P COM UNIT $7.90万0.01%5,250 5,250— $7.90万 新建仓
SOFI SOFI TECHNOLOGIES INC COM $7.60万0.01%4,800 4,800— $7.60万 新建仓
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF $7.50万0.01%3,391 3,391— $7.50万 新建仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $7.30万0.01%2,192 2,192— $7.30万 新建仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $7.10万0.01%3,380 3,380— $7.10万 新建仓
HAL HALLIBURTON CO COM $6.70万0.01%1,709 1,709— $6.70万 新建仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $6.40万0.01%1,385 1,385— $6.40万 新建仓
BN BROOKFIELD CORP CL A LTD VT SH $6.20万0.01%1,541 -3,469-69.2% -$13.96万 重新持有
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $6.00万0.01%3,400 3,400— $6.00万 新建仓
KMI KINDER MORGAN INC DEL COM $5.90万0.01%1,745 1,745— $5.90万 新建仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME COM $5.80万0.01%5,190 -32,543-86.2% -$36.37万 重新持有
PFE PFIZER INC COM $5.60万0.01%2,010 2,010— $5.60万 新建仓
URA GLOBAL X URANIUM ETF $5.60万0.01%1,161 1,161— $5.60万 新建仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $5.40万0.01%3,222 3,222— $5.40万 新建仓
YUMC YUM CHINA HLDGS INC COM $5.30万0.01%1,080 1,080— $5.30万 新建仓
IREN IREN LIMITED ORDINARY SHARES $5.20万0.01%1,503 1,503— $5.20万 新建仓
FE FIRSTENERGY CORP COM $5.10万0.01%1,000 1,000— $5.10万 新建仓
PULS PGIM ULTRA SHORT BOND ETF $5.10万0.01%1,021 1,021— $5.10万 新建仓
ET ENERGY TRANSFER L P COM UT LTD PTN $4.20万0.01%2,166 2,166— $4.20万 新建仓
SCHX SCHWAB U.S. LARGE-CAP ETF $3.70万0.00%1,428 1,428— $3.70万 新建仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $3.30万0.00%1,909 1,909— $3.30万 新建仓
NMZ NUVEEN MUN HIGH INCOME OPPORTU COM $3.20万0.00%3,090 -13,200-81.0% -$13.67万 减仓
F FORD MTR CO COM $3.20万0.00%2,788 2,788— $3.20万 新建仓
CPB THE CAMPBELLS COMPANY COM $3.20万0.00%1,426 1,426— $3.20万 新建仓
DSM BNY MELLON STRATEGIC MUN BD FD COM $3.00万0.00%5,046 5,046— $3.00万 新建仓
ABSI ABSCI CORPORATION COM $3.00万0.00%10,000 10,000— $3.00万 新建仓
BHVN BIOHAVEN LTD COM $3.00万0.00%3,500 3,500— $3.00万 新建仓
CIM CHIMERA INVT CORP COM SHS $2.90万0.00%2,341 2,341— $2.90万 新建仓
— PUTNAM MANAGED MUN INCOME TR COM $2.30万0.00%3,780 3,780— $2.30万 新建仓
CAG CONAGRA BRANDS INC COM $2.30万0.00%1,471 1,471— $2.30万 新建仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $1.80万0.00%1,191 1,191— $1.80万 新建仓
GHRS GH RESEARCH PLC ORDINARY SHARES $1.70万0.00%1,180 1,180— $1.70万 新建仓
CMPS COMPASS PATHWAYS PLC SPONSORED ADS $6,0000.00%1,000 1,000— $6,000 新建仓
— HEALTH CATALYST INC COM $2,0000.00%1,772 1,772— $2,000 新建仓
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $00.00%0 -286,200-100.0% -$791.90万 清仓