Ethos Financial Group, LLC
KING OF PRUSSIA PA · SEC CIK 0001954242
$14.96亿2026Q2 申报市值
648持仓数
23.8%前十大占比 · 第一大 3.4%
155 / 63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
GLD 加仓+$1,252.86万
SPY 加仓+$1,119.63万
SPYG 重新持有+$798.29万
COWG 新建仓+$772.64万
VOOG 新建仓+$719.94万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$2,146.37万
TLT 减仓-$889.76万
COWZ 减仓-$742.79万
FPX 清仓-$722.59万
PWB 清仓-$708.87万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | Schwab Us Large Cap Growth Etf | $2,582.37万 | 1.73% | 776,885 | -88,927 | -10.3% | -$295.59万 | 减仓 |
| BOXX | Alpha Architect 1-3 Month Box Etf | $2,611.24万 | 1.75% | 222,040 | -182,511 | -45.1% | -$2,146.37万 | 减仓 |
| MOAT | Vaneck Morningstar Wide Moat Etf | $2,663.74万 | 1.78% | 246,848 | 42,918 | 21.0% | $463.13万 | 加仓 |
| AAPL | Apple Inc Com | $2,860.50万 | 1.91% | 86,531 | 507 | 0.6% | $16.76万 | 加仓 |
| SCHX | Schwab Us Large Cap Etf | $3,014.08万 | 2.02% | 1,046,192 | -195,811 | -15.8% | -$564.13万 | 减仓 |
| SPY | State Street Spdr S&P 500 Etf | $3,015.27万 | 2.02% | 41,164 | 15,285 | 59.1% | $1,119.63万 | 加仓 |
| VT | Vanguard Total World Stock Etf | $3,450.19万 | 2.31% | 226,605 | -12,878 | -5.4% | -$196.07万 | 减仓 |
| SGOL | Abrdn Physical Gold Shares Etf | $3,573.82万 | 2.39% | 928,068 | -96,328 | -9.4% | -$370.94万 | 减仓 |
| VOO | Vanguard S&P 500 Etf | $4,124.49万 | 2.76% | 61,398 | 387 | 0.6% | $26.00万 | 加仓 |
| SCHB | Schwab U.S. Broad Market Etf | $5,067.89万 | 3.39% | 1,795,643 | -230,690 | -11.4% | -$651.08万 | 减仓 |
| — | Relative Sentiment Tactical Allocation Etf | $5,149.40万 | 3.44% | 1,190,547 | -11,713 | -1.0% | -$50.66万 | 减仓 |