Arkos Global Advisors
HOUSTON TX · SEC CIK 0001769089
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1.07亿 | 13.49% | 179,883 | 1,400 | 0.8% | $83.66万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $9,904.90万 | 12.43% | 1,094,096 | 53,288 | 5.1% | $482.42万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,738.10万 | 7.20% | 601,226 | 2,951 | 0.5% | $28.16万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $5,233.10万 | 6.57% | 632,398 | 2,831 | 0.4% | $23.43万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $4,926.50万 | 6.18% | 668,994 | -9,729 | -1.4% | -$71.64万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,829.40万 | 6.06% | 74,260 | -773 | -1.0% | -$50.27万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $4,702.90万 | 5.90% | 443,046 | -24,446 | -5.2% | -$259.49万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,100.90万 | 3.89% | 459,181 | 31,571 | 7.4% | $213.20万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2,857.90万 | 3.59% | 324,168 | 8,964 | 2.8% | $79.03万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,736.90万 | 3.43% | 63,607 | -1,515 | -2.3% | -$65.19万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,173.50万 | 2.73% | 311,610 | 16,621 | 5.6% | $115.93万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,853.80万 | 2.33% | 149,126 | 8,185 | 5.8% | $101.75万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,806.30万 | 2.27% | 121,968 | 1,576 | 1.3% | $23.34万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,621.40万 | 2.03% | 172,053 | 5,569 | 3.3% | $52.48万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1,533.00万 | 1.92% | 334,050 | -3,964 | -1.2% | -$18.19万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $1,282.50万 | 1.61% | 293,750 | 5,918 | 2.1% | $25.84万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,140.30万 | 1.43% | 39,708 | -303 | -0.8% | -$8.70万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $843.80万 | 1.06% | 120,231 | 3,288 | 2.8% | $23.08万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $796.00万 | 1.00% | 134,855 | 35,756 | 36.1% | $211.05万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $768.60万 | 0.96% | 29,345 | -311 | -1.0% | -$8.15万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $685.40万 | 0.86% | 35,712 | 2,754 | 8.4% | $52.86万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $672.40万 | 0.84% | 73,471 | 2,042 | 2.9% | $18.69万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $558.80万 | 0.70% | 70,491 | -836 | -1.2% | -$6.63万 | 减仓 |
| AAPL | APPLE INC COM | $396.30万 | 0.50% | 15,617 | 864 | 5.9% | $21.93万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $342.90万 | 0.43% | 140,600 | 140,600 | — | $342.90万 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $340.20万 | 0.43% | 312,676 | -90,022 | -22.4% | -$97.95万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $336.50万 | 0.42% | 36,673 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $327.00万 | 0.41% | 23,634 | -70 | -0.3% | -$9,685 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $319.90万 | 0.40% | 11,124 | 1,093 | 10.9% | $31.43万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $310.50万 | 0.39% | 102,421 | 18,277 | 21.7% | $55.41万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $226.80万 | 0.28% | 90,187 | -34,020 | -27.4% | -$85.55万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $213.50万 | 0.27% | 54,144 | 4,900 | 10.0% | $19.32万 | 加仓 |
| AMZN | AMAZON COM INC COM | $189.60万 | 0.24% | 9,103 | 2,299 | 33.8% | $47.88万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $183.60万 | 0.23% | 4,961 | 1,751 | 54.5% | $64.80万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $181.70万 | 0.23% | 51,283 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $177.60万 | 0.22% | 14,292 | 363 | 2.6% | $4.51万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $160.80万 | 0.20% | 3,682 | -105 | -2.8% | -$4.59万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $159.80万 | 0.20% | 9,149 | 6,831 | 294.7% | $119.31万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $152.20万 | 0.19% | 28,910 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $148.30万 | 0.19% | 24,211 | 15,625 | 182.0% | $95.71万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $134.20万 | 0.17% | 31,529 | 1,650 | 5.5% | $7.02万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $129.70万 | 0.16% | 2,247 | 132 | 6.2% | $7.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $129.40万 | 0.16% | 7,421 | 2,286 | 44.5% | $39.86万 | 加仓 |
| AVGO | BROADCOM INC COM | $129.30万 | 0.16% | 4,178 | 390 | 10.3% | $12.07万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $108.30万 | 0.14% | 15,893 | -2,306 | -12.7% | -$15.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $107.60万 | 0.14% | 1,080 | 195 | 22.0% | $19.43万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $102.90万 | 0.13% | 4,975 | 717 | 16.8% | $14.83万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $102.20万 | 0.13% | 9,258 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $97.50万 | 0.12% | 12,641 | -761 | -5.7% | -$5.87万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $88.60万 | 0.11% | 9,525 | 0 | 0.0% | — | 不变 |
| CHPX | GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF | $87.60万 | 0.11% | 15,273 | 15,273 | — | $87.60万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $87.30万 | 0.11% | 1,251 | -370 | -22.8% | -$25.82万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $82.40万 | 0.10% | 2,570 | 267 | 11.6% | $8.56万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $80.00万 | 0.10% | 12,488 | -383 | -3.0% | -$2.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $78.90万 | 0.10% | 1,646 | 187 | 12.8% | $8.96万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $77.20万 | 0.10% | 14,692 | -31 | -0.2% | -$1,629 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $76.70万 | 0.10% | 2,608 | -699 | -21.1% | -$20.56万 | 减仓 |
| SO | SOUTHERN CO COM | $72.60万 | 0.09% | 7,520 | 800 | 11.9% | $7.72万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $72.40万 | 0.09% | 1,564 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $68.30万 | 0.09% | 14,922 | -74 | -0.5% | -$3,387 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $66.70万 | 0.08% | 7,044 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $65.30万 | 0.08% | 7,532 | -10 | -0.1% | -$867 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $64.80万 | 0.08% | 8,143 | -4 | -0.0% | -$318 | 减仓 |
| TSLA | TESLA INC COM | $64.00万 | 0.08% | 1,722 | 15 | 0.9% | $5,575 | 加仓 |
| WMB | WILLIAMS COS INC COM | $63.20万 | 0.08% | 8,685 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $63.10万 | 0.08% | 20,396 | -410 | -2.0% | -$1.27万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $59.60万 | 0.07% | 913 | -4 | -0.4% | -$2,611 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $58.20万 | 0.07% | 1,427 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $55.90万 | 0.07% | 4,272 | -976 | -18.6% | -$12.77万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $55.50万 | 0.07% | 11,102 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $53.20万 | 0.07% | 4,359 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $52.30万 | 0.07% | 8,458 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $50.10万 | 0.06% | 13,947 | -10 | -0.1% | -$359 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $49.60万 | 0.06% | 3,398 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $46.50万 | 0.06% | 6,117 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $45.70万 | 0.06% | 497 | 19 | 4.0% | $1.75万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $44.90万 | 0.06% | 1,313 | -24 | -1.8% | -$8,207 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $44.30万 | 0.06% | 15,200 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $44.20万 | 0.06% | 7,051 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $43.10万 | 0.05% | 11,402 | 452 | 4.1% | $1.71万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $40.30万 | 0.05% | 3,048 | -100 | -3.2% | -$1.32万 | 减仓 |
| HD | HOME DEPOT INC COM | $39.70万 | 0.05% | 1,208 | 113 | 10.3% | $3.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $39.40万 | 0.05% | 6,707 | 6,707 | — | $39.40万 | 新建仓 |
| V | VISA INC COM CL A | $38.70万 | 0.05% | 1,280 | 636 | 98.8% | $19.23万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $38.50万 | 0.05% | 3,968 | -20 | -0.5% | -$1,941 | 减仓 |
| SBUX | STARBUCKS CORP COM | $38.10万 | 0.05% | 4,254 | 1,034 | 32.1% | $9.26万 | 加仓 |
| PEP | PEPSICO INC COM | $37.40万 | 0.05% | 2,411 | -67 | -2.7% | -$1.04万 | 减仓 |
| TRGP | TARGA RES CORP COM | $36.80万 | 0.05% | 1,469 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $35.50万 | 0.04% | 7,070 | -247 | -3.4% | -$1.24万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $35.10万 | 0.04% | 7,107 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $34.60万 | 0.04% | 2,557 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $34.50万 | 0.04% | 1,203 | 138 | 13.0% | $3.96万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $34.40万 | 0.04% | 1,755 | -106 | -5.7% | -$2.08万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $34.10万 | 0.04% | 3,566 | -90 | -2.5% | -$8,606 | 减仓 |
| SLB | SLB LIMITED COM STK | $32.80万 | 0.04% | 6,382 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $32.50万 | 0.04% | 568 | -39 | -6.4% | -$2.23万 | 减仓 |
| — | EXXON MOBIL CORP COM | $32.20万 | 0.04% | 1,896 | -6,429 | -77.2% | -$109.18万 | 减仓 |
| INTC | INTEL CORP COM | $31.70万 | 0.04% | 7,187 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $30.90万 | 0.04% | 1,465 | -186 | -11.3% | -$3.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $30.40万 | 0.04% | 1,006 | 30 | 3.1% | $9,066 | 加仓 |