13F 机构持仓

Argos Wealth Advisors, LLC

SACRAMENTO CA · SEC CIK 0001809154

2026Q22026Q1 更早 9 个季度 🔒
$3.78亿2026Q2 申报市值
224持仓数
60.7%前十大占比 · 第一大 16.4%
30 / 16新建仓 / 清仓
申报市值走势$3.78亿2026Q2
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

GLDM 16.4%
KLAC 11.3%
IAU 8.8%
GLD 6.6%
AAPL 5.5%
GLTR 3.8%
MSFT 3.4%
FNDX 1.9%
BRK/A 1.6%
GOOGL 1.5%

2026Q2 买入最多 按季末市值估算

EXXON MOBIL CORP 加仓+$202.88万
GOOG 加仓+$189.21万
MSFT 加仓+$140.22万
IAU 加仓+$81.21万
SPY 加仓+$79.53万

2026Q2 卖出最多 按季末市值估算

KLAC 减仓-$232.26万
GLTR 减仓-$78.15万
SMTC 减仓-$73.84万
PRM 清仓-$70.57万
CDW 清仓-$61.65万

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
KRNT KORNIT DIGITAL LTD $31.78万0.08%19,556 2,85317.1% $4.64万 加仓
NEAR ISHARES U S ETF TR $31.99万0.08%6,314 2,38060.5% $12.06万 重新持有
LOW LOWES COS INC $33.03万0.09%1,498 1128.1% $2.47万 加仓
PRI PRIMERICA INC $33.37万0.09%1,174 -789-40.2% -$22.42万 减仓
MRK MERCK & CO INC $33.67万0.09%2,620 48222.5% $6.19万 加仓
WMT WALMART INC $33.81万0.09%2,985 32312.1% $3.66万 加仓
VUSB VANGUARD BD INDEX FDS $34.15万0.09%6,860 1,94039.4% $9.66万 加仓
DVN DEVON ENERGY CORP NEW $34.81万0.09%8,425 8,425— $34.81万 新建仓
OPLN OPENLANE INC $34.91万0.09%8,535 -2,740-24.3% -$11.21万 减仓
CDNS CADENCE DESIGN SYSTEM INC $35.09万0.09%935 28844.5% $10.81万 重新持有
JPST J P MORGAN EXCHANGE TRADED F $35.55万0.09%7,030 1,37524.3% $6.95万 加仓
IVW ISHARES TR $35.69万0.09%2,595 00.0% — 不变
SSD SIMPSON MFG INC $36.70万0.10%1,753 00.0% — 不变
AZN ASTRAZENECA PLC $36.77万0.10%1,939 723.9% $1.37万 加仓
DV DOUBLEVERIFY HLDGS INC $36.80万0.10%33,949 17,895111.5% $19.40万 加仓
QCOM QUALCOMM INC $37.03万0.10%2,004 19010.5% $3.51万 加仓
RDDT REDDIT INC $37.08万0.10%2,136 36520.6% $6.34万 加仓
DXCM DEXCOM INC $37.43万0.10%5,558 1,47336.1% $9.92万 加仓
CW CURTISS WRIGHT CORP $37.51万0.10%495 91.9% $6,820 加仓
MINT PIMCO ETF TR $37.70万0.10%3,740 1,10041.7% $11.09万 加仓
GTLB GITLAB INC $37.77万0.10%12,370 12,370— $37.77万 新建仓
SPSC SPS COMM INC $37.84万0.10%6,619 3,846138.7% $21.99万 重新持有
AKAM AKAMAI TECHNOLOGIES INC $38.28万0.10%3,238 00.0% — 不变
PG PROCTER & GAMBLE CO $38.33万0.10%2,614 2299.6% $3.36万 加仓
PH PARKER-HANNIFIN CORP $38.73万0.10%396 61.5% $5,869 加仓
ISRG INTUITIVE SURGICAL INC $38.81万0.10%976 00.0% — 不变
VEEV VEEVA SYS INC $38.88万0.10%2,191 47127.4% $8.36万 加仓
HD HOME DEPOT INC $39.68万0.11%1,125 555.1% $1.94万 加仓
BLK BLACKROCK INC $39.71万0.11%413 194.8% $1.83万 加仓
GDS GDS HLDGS LTD $40.42万0.11%13,459 -863-6.0% -$2.59万 减仓
EME EMCOR GROUP INC $40.58万0.11%489 -69-12.4% -$5.73万 减仓
IDCC INTERDIGITAL INC $40.66万0.11%1,436 -727-33.6% -$20.58万 减仓
CVX CHEVRON CORPORATION $40.83万0.11%2,463 27612.6% $4.57万 加仓
MNDY MONDAY COM LTD $41.05万0.11%5,671 4,266303.6% $30.88万 重新持有
ITW ILLINOIS TOOL WKS INC $41.11万0.11%1,520 -6-0.4% -$1,623 减仓
ALGN ALIGN TECHNOLOGY INC $41.41万0.11%2,455 743.1% $1.25万 加仓
NEE NEXTERA ENERGY INC $42.38万0.11%4,829 1453.1% $1.27万 加仓
NFLX NETFLIX INC. $42.40万0.11%5,939 1,09522.6% $7.82万 加仓
UBER UBER TECHNOLOGIES INC $42.68万0.11%5,914 1803.1% $1.30万 加仓
BAC BANK OF AMER CORP $45.58万0.12%8,000 4065.3% $2.31万 加仓
CPRT COPART INC $45.65万0.12%16,195 -1,017-5.9% -$2.87万 减仓
CEVA CEVA INC $46.33万0.12%9,824 9,824— $46.33万 新建仓
RY ROYAL BK CDA $47.69万0.13%2,304 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $47.83万0.13%24,303 8,34652.3% $16.42万 加仓
GRMN GARMIN LTD $48.01万0.13%2,021 170.8% $4,038 加仓
NOW SERVICENOW INC $48.70万0.13%4,905 -178-3.5% -$1.77万 减仓
SMTC SEMTECH CORP $48.91万0.13%3,022 -4,562-60.2% -$73.84万 减仓
TOL TOLL BROTHERS INC $48.95万0.13%2,971 20.1% $329 加仓
UMC UNITED MICROELECTRONICS CORP $49.50万0.13%18,193 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $49.51万0.13%5,376 -300-5.3% -$2.76万 减仓
KRC KILROY REALTY CORP $50.96万0.13%13,600 00.0% — 不变
TXN TEXAS INSTRS INC $50.97万0.13%1,710 -99-5.5% -$2.95万 减仓
ABBV ABBVIE INC $51.46万0.14%2,045 27115.3% $6.82万 加仓
POWI POWER INTEGRATIONS INC $52.38万0.14%6,253 00.0% — 不变
SPGI S&P GLOBAL INC $52.74万0.14%1,295 -45-3.4% -$1.83万 减仓
FNDE SCHWAB STRATEGIC TR $52.75万0.14%13,293 2632.0% $1.04万 加仓
GNTX GENTEX CORP $53.60万0.14%21,209 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $53.96万0.14%4,848 00.0% — 不变
DIN DINE BRANDS GLOBAL INC $54.57万0.14%15,200 -6,790-30.9% -$24.38万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $55.29万0.15%1,105 1,105— $55.29万 新建仓
SCHG SCHWAB STRATEGIC TR $56.13万0.15%16,586 10.0% $34 加仓
XLK SELECT SECTOR SPDR TR $56.20万0.15%2,950 00.0% — 不变
SCCO SOUTHERN COPPER CORP $56.83万0.15%3,261 311.0% $5,402 加仓
URI UNITED RENTALS INC $57.44万0.15%507 -239-32.0% -$27.08万 减仓
VNLA JANUS DETROIT STR TR $57.75万0.15%11,818 00.0% — 不变
ALLE ALLEGION PLC $59.90万0.16%4,264 310.7% $4,355 加仓
SNOW SNOWFLAKE INC $59.93万0.16%2,355 -95-3.9% -$2.42万 减仓
SHC SOTERA HEALTH CO $60.35万0.16%34,000 34,000— $60.35万 新建仓
GNRC GENERAC HLDGS INC $62.28万0.16%2,127 190.9% $5,563 加仓
YUM YUM BRANDS INC $62.46万0.17%3,907 300.8% $4,796 加仓
MU MICRON TECHNOLOGY INC $63.72万0.17%552 552— $63.72万 新建仓
EW EDWARDS LIFESCIENCES CORP $64.77万0.17%7,160 -407-5.4% -$3.68万 减仓
SCHE SCHWAB STRATEGIC TR $64.85万0.17%17,884 6113.5% $2.22万 加仓
PRLB PROTO LABS INC $65.01万0.17%7,976 -197-2.4% -$1.61万 减仓
AVGO BROADCOM INC $66.37万0.18%1,757 38127.7% $14.39万 加仓
ANET ARISTA NETWORKS INC $66.46万0.18%3,912 762.0% $1.29万 加仓
BMY BRISTOL-MYERS SQUIBB CO $67.38万0.18%11,693 930.8% $5,359 加仓
CGNX COGNEX CORP $69.34万0.18%9,575 00.0% — 不变
JPM JPMORGAN CHASE & CO $69.89万0.19%2,135 33818.8% $11.06万 加仓
COST COSTCO WHOLESALE CORPORATION $70.59万0.19%755 334.6% $3.09万 加仓
PGR PROGRESSIVE CORP $72.37万0.19%3,313 75029.3% $16.38万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $73.62万0.19%3,399 -57-1.6% -$1.23万 减仓
CB CHUBB LIMITED $76.19万0.20%2,236 52230.5% $17.79万 加仓
BKNG BOOKING HOLDINGS INC $76.39万0.20%4,286 110.3% $1,961 加仓
AMRZ AMRIZE LTD $76.75万0.20%14,400 00.0% — 不变
NET CLOUDFLARE INC $79.32万0.21%3,234 -100-3.0% -$2.45万 减仓
IR INGERSOLL RAND INC $79.71万0.21%9,722 610.6% $5,001 加仓
ADP AUTOMATIC DATA PROCESSING IN $80.71万0.21%3,604 2246.6% $5.02万 加仓
CAH CARDINAL HEALTH INC $80.79万0.21%3,401 260.8% $6,177 加仓
EXE EXPAND ENERGY CORPORATION $82.78万0.22%9,078 340.4% $3,100 加仓
ALRM ALARM COM HLDGS INC $84.91万0.22%18,175 4,80035.9% $22.43万 加仓
IJR ISHARES TR $87.07万0.23%5,871 00.0% — 不变
IWF ISHARES TR $87.47万0.23%7,044 -4,104-36.8% -$50.96万 减仓
MA MASTERCARD INCORPORATED $87.57万0.23%1,705 -37-2.1% -$1.90万 减仓
PANW PALO ALTO NETWORKS INC $88.26万0.23%2,588 682.7% $2.32万 加仓
SSNC SS&C TECH HLDGS $101.82万0.27%16,410 -500-3.0% -$3.10万 减仓
CRWD CROWDSTRIKE HLDGS INC $103.25万0.27%1,353 -176-11.5% -$13.43万 减仓
HAYW HAYWARD HLDGS INC $106.58万0.28%61,572 00.0% — 不变
USFD US FOODS HLDG CORP $110.54万0.29%10,811 -1,657-13.3% -$16.94万 减仓
SCHX SCHWAB STRATEGIC TR $111.26万0.29%37,806 50.0% $147 加仓