Argos Wealth Advisors, LLC
SACRAMENTO CA · SEC CIK 0001809154
$3.48亿2026Q1 申报市值
202持仓数
64.8%前十大占比 · 第一大 20.8%
14 / 16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
PGR 新建仓+$50.81万
IWF 加仓+$43.75万
TOL 新建仓+$40.52万
AZN 新建仓+$36.82万
COP 新建仓+$33.67万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$104.05万
GLDM 减仓-$97.51万
SCHV 清仓-$88.37万
SCHF 减仓-$84.35万
TSM 减仓-$57.18万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $190.51万 | 0.55% | 48,258 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $193.06万 | 0.56% | 1,400 | -15 | -1.1% | -$2.07万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $204.09万 | 0.59% | 40,908 | -2,044 | -4.8% | -$10.20万 | 减仓 |
| META | META PLATFORMS INC | $204.25万 | 0.59% | 3,570 | -300 | -7.8% | -$17.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $206.63万 | 0.59% | 11,848 | -252 | -2.1% | -$4.39万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $213.07万 | 0.61% | 43,545 | 4,380 | 11.2% | $21.43万 | 加仓 |
| VV | VANGUARD INDEX FDS | $217.41万 | 0.63% | 7,275 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $224.90万 | 0.65% | 7,840 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $237.13万 | 0.68% | 9,701 | 80 | 0.8% | $1.96万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $255.90万 | 0.74% | 78,909 | 3,069 | 4.0% | $9.95万 | 加仓 |
| IWD | ISHARES TR | $271.00万 | 0.78% | 12,683 | -28 | -0.2% | -$5,983 | 减仓 |
| AMZN | AMAZON COM INC | $277.27万 | 0.80% | 13,313 | 1,512 | 12.8% | $31.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $346.18万 | 1.00% | 5,323 | -1,600 | -23.1% | -$104.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $347.92万 | 1.00% | 10,295 | -1,692 | -14.1% | -$57.18万 | 减仓 |
| EFA | ISHARES TR | $397.11万 | 1.14% | 40,884 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $414.66万 | 1.19% | 9,950 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $488.91万 | 1.41% | 17,002 | -823 | -4.6% | -$23.67万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 1.65% | 8 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $635.72万 | 1.83% | 228,266 | 363 | 0.2% | $1.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,117.65万 | 3.21% | 30,193 | -147 | -0.5% | -$5.44万 | 减仓 |
| AAPL | APPLE INC | $1,795.93万 | 5.16% | 70,764 | -1,138 | -1.6% | -$28.88万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,840.16万 | 5.29% | 84,133 | 670 | 0.8% | $14.65万 | 加仓 |
| KLAC | KLA CORP | $2,190.36万 | 6.30% | 14,876 | -105 | -0.7% | -$15.46万 | 减仓 |
| GLD | SPDR GOLD TR | $2,888.24万 | 8.30% | 67,123 | -289 | -0.4% | -$12.44万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,792.78万 | 10.91% | 430,216 | -2,202 | -0.5% | -$19.41万 | 减仓 |
| GLDM | WORLD GOLD TR | $7,227.75万 | 20.78% | 779,777 | -10,520 | -1.3% | -$97.51万 | 减仓 |