Delos Wealth Advisors, LLC
DALLAS TX · SEC CIK 0001878326
$1.95亿2026Q2 申报市值
304持仓数
38.7%前十大占比 · 第一大 6.5%
86 / 55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
SPEND LIFE WISEL 加仓+$268.17万
TAXX 加仓+$128.71万
TDTT 加仓+$109.72万
AGG 加仓+$64.26万
AAPL 加仓+$38.05万
2026Q2 卖出最多 按季末市值估算
ET 减仓-$81.49万
VTES 减仓-$53.89万
SUB 减仓-$35.70万
MUB 减仓-$32.73万
FTSM 清仓-$29.89万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $32.79万 | 0.17% | 4,602 | 31 | 0.7% | $2,209 | 加仓 |
| KO | COCA COLA CO | $36.57万 | 0.19% | 4,500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $37.66万 | 0.19% | 2,570 | 10 | 0.4% | $1,466 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.50万 | 0.20% | 13,422 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $40.16万 | 0.21% | 2,966 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $41.35万 | 0.21% | 12,018 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.81万 | 0.21% | 10,018 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.26万 | 0.23% | 1,352 | 386 | 40.0% | $12.63万 | 加仓 |
| SUB | ISHARES TR | $45.10万 | 0.23% | 4,236 | -3,353 | -44.2% | -$35.70万 | 减仓 |
| ETN | EATON CORP PLC | $46.06万 | 0.24% | 1,081 | 91 | 9.2% | $3.88万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.81万 | 0.24% | 8,510 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $56.75万 | 0.29% | 12,793 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $56.99万 | 0.29% | 761 | 38 | 5.3% | $2.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.52万 | 0.31% | 2,383 | 70 | 3.0% | $1.78万 | 加仓 |
| GOOG | ALPHABET INC | $61.09万 | 0.31% | 1,729 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $66.93万 | 0.34% | 13,030 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $67.82万 | 0.35% | 6,302 | -3,041 | -32.5% | -$32.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $69.64万 | 0.36% | 1,014 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $70.90万 | 0.36% | 2,068 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $84.94万 | 0.44% | 6,213 | 576 | 10.2% | $7.87万 | 加仓 |
| DGRO | ISHARES TR | $102.11万 | 0.52% | 13,473 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $115.55万 | 0.59% | 3,059 | 799 | 35.4% | $30.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $117.91万 | 0.60% | 4,193 | 29 | 0.7% | $8,155 | 加仓 |
| INTC | INTEL CORP | $126.16万 | 0.65% | 9,035 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $161.24万 | 0.83% | 11,471 | 682 | 6.3% | $9.59万 | 加仓 |
| ZROZ | PIMCO ETF TR | $180.38万 | 0.92% | 28,140 | 3,940 | 16.3% | $25.26万 | 加仓 |
| TLT | ISHARES TR | $185.53万 | 0.95% | 21,468 | 3,033 | 16.5% | $26.21万 | 加仓 |
| EMLC | VANECK ETF TRUST | $217.67万 | 1.12% | 85,162 | 3,548 | 4.3% | $9.07万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $248.82万 | 1.28% | 49,203 | 1,161 | 2.4% | $5.87万 | 加仓 |
| AMZN | AMAZON COM INC | $294.92万 | 1.51% | 12,374 | 428 | 3.6% | $10.20万 | 加仓 |
| INDA | ISHARES TR | $297.17万 | 1.52% | 60,169 | 4,212 | 7.5% | $20.80万 | 加仓 |
| — | SPEND LIFE WISELY FUNDS INVT | $308.48万 | 1.58% | 30,535 | 26,545 | 665.3% | $268.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $336.69万 | 1.73% | 15,824 | 460 | 3.0% | $9.79万 | 加仓 |
| IWM | ISHARES TR | $349.12万 | 1.79% | 11,620 | 422 | 3.8% | $12.68万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $358.68万 | 1.84% | 56,176 | 951 | 1.7% | $6.07万 | 加仓 |
| AGG | ISHARES TR | $368.53万 | 1.89% | 37,233 | 6,492 | 21.1% | $64.26万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $383.31万 | 1.97% | 40,812 | 2,021 | 5.2% | $18.98万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $383.47万 | 1.97% | 41,242 | 2,098 | 5.4% | $19.51万 | 加仓 |
| USMV | ISHARES TR | $392.22万 | 2.01% | 40,661 | 2,300 | 6.0% | $22.19万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $393.13万 | 2.02% | 44,252 | 1,608 | 3.8% | $14.29万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $397.19万 | 2.04% | 47,814 | 2,131 | 4.7% | $17.70万 | 加仓 |
| GOOGL | ALPHABET INC | $398.25万 | 2.04% | 11,144 | 374 | 3.5% | $13.37万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $425.86万 | 2.18% | 49,831 | 919 | 1.9% | $7.85万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $426.96万 | 2.19% | 12,757 | 114 | 0.9% | $3.82万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $437.36万 | 2.24% | 86,027 | 4,234 | 5.2% | $21.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $490.41万 | 2.51% | 7,477 | 36 | 0.5% | $2.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $572.08万 | 2.93% | 15,337 | 701 | 4.8% | $26.15万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $579.22万 | 2.97% | 75,924 | 3,290 | 4.5% | $25.10万 | 加仓 |
| TDTT | FLEXSHARES TR | $588.11万 | 3.02% | 245,969 | 45,887 | 22.9% | $109.72万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $588.97万 | 3.02% | 81,484 | 3,063 | 3.9% | $22.14万 | 加仓 |
| QUAL | ISHARES TR | $589.78万 | 3.02% | 26,878 | 839 | 3.2% | $18.41万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $614.90万 | 3.15% | 38,756 | 2,087 | 5.7% | $33.11万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $621.89万 | 3.19% | 40,088 | 636 | 1.6% | $9.87万 | 加仓 |
| WMT | WALMART INC | $637.98万 | 3.27% | 56,329 | 1,602 | 2.9% | $18.14万 | 加仓 |
| GLD | SPDR GOLD TR | $726.74万 | 3.73% | 19,728 | 489 | 2.5% | $18.01万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $805.57万 | 4.13% | 158,765 | 25,366 | 19.0% | $128.71万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $838.08万 | 4.30% | 169,859 | 6,418 | 3.9% | $31.67万 | 加仓 |
| AAPL | APPLE INC | $852.63万 | 4.37% | 29,466 | 1,315 | 4.7% | $38.05万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,262.68万 | 6.47% | 127,056 | 781 | 0.6% | $7.76万 | 加仓 |