Argos Wealth Advisors, LLC
SACRAMENTO CA · SEC CIK 0001809154
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $45.58万 | 0.12% | 8,000 | 406 | 5.3% | $2.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $42.68万 | 0.11% | 5,914 | 180 | 3.1% | $1.30万 | 加仓 |
| NFLX | NETFLIX INC. | $42.40万 | 0.11% | 5,939 | 1,095 | 22.6% | $7.82万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.38万 | 0.11% | 4,829 | 145 | 3.1% | $1.27万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $41.41万 | 0.11% | 2,455 | 74 | 3.1% | $1.25万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.11万 | 0.11% | 1,520 | -6 | -0.4% | -$1,623 | 减仓 |
| MNDY | MONDAY COM LTD | $41.05万 | 0.11% | 5,671 | 4,266 | 303.6% | $30.88万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $40.83万 | 0.11% | 2,463 | 276 | 12.6% | $4.57万 | 加仓 |
| IDCC | INTERDIGITAL INC | $40.66万 | 0.11% | 1,436 | -727 | -33.6% | -$20.58万 | 减仓 |
| EME | EMCOR GROUP INC | $40.58万 | 0.11% | 489 | -69 | -12.4% | -$5.73万 | 减仓 |
| GDS | GDS HLDGS LTD | $40.42万 | 0.11% | 13,459 | -863 | -6.0% | -$2.59万 | 减仓 |
| BLK | BLACKROCK INC | $39.71万 | 0.11% | 413 | 19 | 4.8% | $1.83万 | 加仓 |
| HD | HOME DEPOT INC | $39.68万 | 0.11% | 1,125 | 55 | 5.1% | $1.94万 | 加仓 |
| VEEV | VEEVA SYS INC | $38.88万 | 0.10% | 2,191 | 471 | 27.4% | $8.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.81万 | 0.10% | 976 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $38.73万 | 0.10% | 396 | 6 | 1.5% | $5,869 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.33万 | 0.10% | 2,614 | 229 | 9.6% | $3.36万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $38.28万 | 0.10% | 3,238 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $37.84万 | 0.10% | 6,619 | 3,846 | 138.7% | $21.99万 | 重新持有 |
| GTLB | GITLAB INC | $37.77万 | 0.10% | 12,370 | 12,370 | — | $37.77万 | 新建仓 |
| MINT | PIMCO ETF TR | $37.70万 | 0.10% | 3,740 | 1,100 | 41.7% | $11.09万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $37.51万 | 0.10% | 495 | 9 | 1.9% | $6,820 | 加仓 |
| DXCM | DEXCOM INC | $37.43万 | 0.10% | 5,558 | 1,473 | 36.1% | $9.92万 | 加仓 |
| RDDT | REDDIT INC | $37.08万 | 0.10% | 2,136 | 365 | 20.6% | $6.34万 | 加仓 |
| QCOM | QUALCOMM INC | $37.03万 | 0.10% | 2,004 | 190 | 10.5% | $3.51万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $36.80万 | 0.10% | 33,949 | 17,895 | 111.5% | $19.40万 | 加仓 |
| AZN | ASTRAZENECA PLC | $36.77万 | 0.10% | 1,939 | 72 | 3.9% | $1.37万 | 加仓 |
| SSD | SIMPSON MFG INC | $36.70万 | 0.10% | 1,753 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $35.69万 | 0.09% | 2,595 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.55万 | 0.09% | 7,030 | 1,375 | 24.3% | $6.95万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $35.09万 | 0.09% | 935 | 288 | 44.5% | $10.81万 | 重新持有 |
| OPLN | OPENLANE INC | $34.91万 | 0.09% | 8,535 | -2,740 | -24.3% | -$11.21万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $34.81万 | 0.09% | 8,425 | 8,425 | — | $34.81万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $34.15万 | 0.09% | 6,860 | 1,940 | 39.4% | $9.66万 | 加仓 |
| WMT | WALMART INC | $33.81万 | 0.09% | 2,985 | 323 | 12.1% | $3.66万 | 加仓 |
| MRK | MERCK & CO INC | $33.67万 | 0.09% | 2,620 | 482 | 22.5% | $6.19万 | 加仓 |
| PRI | PRIMERICA INC | $33.37万 | 0.09% | 1,174 | -789 | -40.2% | -$22.42万 | 减仓 |
| LOW | LOWES COS INC | $33.03万 | 0.09% | 1,498 | 112 | 8.1% | $2.47万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $31.99万 | 0.08% | 6,314 | 2,380 | 60.5% | $12.06万 | 重新持有 |
| KRNT | KORNIT DIGITAL LTD | $31.78万 | 0.08% | 19,556 | 2,853 | 17.1% | $4.64万 | 加仓 |
| SHOP | SHOPIFY INC | $31.66万 | 0.08% | 2,773 | 1,069 | 62.7% | $12.21万 | 加仓 |
| CME | CME GROUP INC | $31.42万 | 0.08% | 1,423 | 36 | 2.6% | $7,950 | 加仓 |
| BCS | BARCLAYS PLC | $31.15万 | 0.08% | 11,598 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.95万 | 0.08% | 915 | 30 | 3.4% | $1.01万 | 加仓 |
| PGNY | PROGYNY INC | $30.89万 | 0.08% | 10,714 | 10,714 | — | $30.89万 | 新建仓 |
| UNP | UNION PAC CORP | $30.84万 | 0.08% | 1,134 | 24 | 2.2% | $6,528 | 加仓 |
| GMED | GLOBUS MED INC | $30.49万 | 0.08% | 3,859 | 93 | 2.5% | $7,348 | 加仓 |
| SNA | SNAP ON INC | $29.98万 | 0.08% | 745 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $29.70万 | 0.08% | 5,966 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $29.68万 | 0.08% | 2,213 | 283 | 14.7% | $3.80万 | 加仓 |
| AFL | AFLAC INC | $29.65万 | 0.08% | 2,529 | 56 | 2.3% | $6,566 | 加仓 |
| IYG | ISHARES TR | $29.37万 | 0.08% | 3,246 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $29.15万 | 0.08% | 2,153 | 211 | 10.9% | $2.86万 | 加仓 |
| NVO | NOVO-NORDISK A S | $28.60万 | 0.08% | 5,966 | 0 | 0.0% | — | 不变 |
| LGIH | LGI HOMES INC | $28.43万 | 0.08% | 4,464 | 4,464 | — | $28.43万 | 新建仓 |
| ING | ING GROEP N.V. | $28.42万 | 0.08% | 9,057 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC | $28.34万 | 0.08% | 68,965 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $28.33万 | 0.08% | 1,766 | -188 | -9.6% | -$3.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.15万 | 0.07% | 945 | 945 | — | $28.15万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $27.86万 | 0.07% | 11,030 | 1,094 | 11.0% | $2.76万 | 加仓 |
| COP | CONOCOPHILLIPS | $27.74万 | 0.07% | 2,668 | 117 | 4.6% | $1.22万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $27.71万 | 0.07% | 2,282 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $27.43万 | 0.07% | 4,336 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.06万 | 0.07% | 8,535 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $26.75万 | 0.07% | 1,027 | 30 | 3.0% | $7,813 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $26.73万 | 0.07% | 8,457 | -14,184 | -62.6% | -$44.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.68万 | 0.07% | 642 | 642 | — | $26.68万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $26.38万 | 0.07% | 3,261 | 52 | 1.6% | $4,206 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $26.29万 | 0.07% | 2,849 | 2,849 | — | $26.29万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $26.17万 | 0.07% | 3,108 | -335 | -9.7% | -$2.82万 | 减仓 |
| TJX | TJX COS INC NEW | $25.86万 | 0.07% | 1,707 | 48 | 2.9% | $7,272 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.75万 | 0.07% | 1,030 | 14 | 1.4% | $3,500 | 加仓 |
| APH | AMPHENOL CORP | $25.64万 | 0.07% | 1,454 | 1,454 | — | $25.64万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $25.60万 | 0.07% | 4,716 | 4,716 | — | $25.60万 | 新建仓 |
| MTRN | MATERION CORP | $25.58万 | 0.07% | 860 | 860 | — | $25.58万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $25.44万 | 0.07% | 6,264 | 1,110 | 21.5% | $4.51万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $25.19万 | 0.07% | 317 | 7 | 2.3% | $5,564 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.90万 | 0.07% | 8,990 | 5 | 0.1% | $138 | 加仓 |
| SMRT | SMARTRENT INC | $24.86万 | 0.07% | 208,913 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $24.10万 | 0.06% | 1,347 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $24.08万 | 0.06% | 3,290 | 469 | 16.6% | $3.43万 | 重新持有 |
| CSCO | CISCO SYS INC | $23.83万 | 0.06% | 2,029 | 2,029 | — | $23.83万 | 新建仓 |
| RLI | RLI CORP | $23.55万 | 0.06% | 3,977 | 3,977 | — | $23.55万 | 新建仓 |
| ARGX | ARGENX SE | $23.10万 | 0.06% | 249 | 249 | — | $23.10万 | 新建仓 |
| FAST | FASTENAL CO | $23.05万 | 0.06% | 4,800 | 65 | 1.4% | $3,122 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.99万 | 0.06% | 784 | -5 | -0.6% | -$1,466 | 减仓 |
| MCD | MCDONALDS CORP | $22.62万 | 0.06% | 837 | 49 | 6.2% | $1.32万 | 加仓 |
| SN | SHARKNINJA INC | $22.35万 | 0.06% | 1,468 | 1,468 | — | $22.35万 | 新建仓 |
| IWB | ISHARES TR | $21.95万 | 0.06% | 536 | 0 | 0.0% | — | 重新持有 |
| BIL | SPDR SERIES TRUST | $21.94万 | 0.06% | 2,394 | -443 | -15.6% | -$4.06万 | 减仓 |
| ABCB | AMERIS BANCORP | $21.84万 | 0.06% | 2,420 | 2,420 | — | $21.84万 | 新建仓 |
| SNPS | SYNOPSYS INC | $21.77万 | 0.06% | 488 | 488 | — | $21.77万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $21.75万 | 0.06% | 6,490 | 0 | 0.0% | — | 重新持有 |
| IHG | INTERCONTINENTAL HOTELS GROU | $21.74万 | 0.06% | 1,256 | 1,256 | — | $21.74万 | 新建仓 |
| — | MATERIALISE NV | $21.71万 | 0.06% | 29,218 | 13,935 | 91.2% | $10.35万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.71万 | 0.06% | 416 | 416 | — | $21.71万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $21.68万 | 0.06% | 689 | 689 | — | $21.68万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.65万 | 0.06% | 2,768 | 137 | 5.2% | $1.07万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $21.57万 | 0.06% | 4,443 | 4,443 | — | $21.57万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $21.24万 | 0.06% | 2,317 | 2,317 | — | $21.24万 | 新建仓 |