Argyle Capital Partners, LLC
LOS ANGELES CA · SEC CIK 0002079995
$1.39亿2026Q1 申报市值
160持仓数
25.4%前十大占比 · 第一大 5.6%
12 / 5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
IGV 重新持有+$143.31万
NFLX 加仓+$73.07万
KMB 新建仓+$63.69万
BX 新建仓+$52.44万
MSFT 加仓+$51.20万
2026Q1 卖出最多 按季末市值估算
UNH 清仓-$61.37万
SGOV 减仓-$46.25万
GDX 减仓-$46.24万
ADBE 减仓-$41.20万
AAPL 减仓-$35.51万
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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $63.69万 | 0.46% | 6,602 | 6,602 | — | $63.69万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $64.69万 | 0.47% | 10,012 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $66.10万 | 0.48% | 14,815 | 720 | 5.1% | $3.21万 | 加仓 |
| IYW | ISHARES TR | $66.36万 | 0.48% | 3,658 | -245 | -6.3% | -$4.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $67.81万 | 0.49% | 10,276 | 710 | 7.4% | $4.69万 | 加仓 |
| EOG | EOG RES INC | $67.96万 | 0.49% | 4,701 | -643 | -12.0% | -$9.30万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $68.41万 | 0.49% | 1,369 | 92 | 7.2% | $4.60万 | 加仓 |
| SLB | SLB LIMITED | $68.88万 | 0.50% | 13,403 | -4,373 | -24.6% | -$22.47万 | 减仓 |
| RTX | RTX CORPORATION | $69.79万 | 0.50% | 3,618 | -48 | -1.3% | -$9,259 | 减仓 |
| TLH | ISHARES TR | $69.84万 | 0.50% | 6,934 | 474 | 7.3% | $4.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $70.14万 | 0.51% | 1,829 | 46 | 2.6% | $1.76万 | 加仓 |
| PSX | PHILLIPS 66 | $74.18万 | 0.53% | 4,072 | -175 | -4.1% | -$3.19万 | 减仓 |
| OSK | OSHKOSH CORP | $78.07万 | 0.56% | 5,303 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $78.11万 | 0.56% | 5,965 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $80.33万 | 0.58% | 1,426 | -155 | -9.8% | -$8.73万 | 减仓 |
| QCOM | QUALCOMM INC | $80.34万 | 0.58% | 6,239 | 101 | 1.6% | $1.30万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $81.81万 | 0.59% | 21,046 | -1,522 | -6.7% | -$5.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $82.20万 | 0.59% | 8,850 | -272 | -3.0% | -$2.53万 | 减仓 |
| EEM | ISHARES TR | $82.67万 | 0.60% | 14,558 | 4,990 | 52.2% | $28.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.33万 | 0.61% | 2,160 | 426 | 24.6% | $16.63万 | 加仓 |
| — | EXXON MOBIL CORP | $85.32万 | 0.61% | 5,029 | -1,075 | -17.6% | -$18.24万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.53万 | 0.63% | 13,659 | 3,088 | 29.2% | $19.79万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.86万 | 0.65% | 902 | -50 | -5.3% | -$4.98万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $89.98万 | 0.65% | 19,608 | 8,546 | 77.3% | $39.22万 | 加仓 |
| CMF | ISHARES TR | $90.34万 | 0.65% | 15,888 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $93.43万 | 0.67% | 15,251 | 91 | 0.6% | $5,575 | 加仓 |
| HYG | ISHARES TR | $95.30万 | 0.69% | 11,978 | -324 | -2.6% | -$2.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $96.27万 | 0.69% | 10,853 | -581 | -5.1% | -$5.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $97.84万 | 0.70% | 17,262 | 1,002 | 6.2% | $5.68万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $100.19万 | 0.72% | 1,702 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $100.72万 | 0.73% | 5,524 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $106.51万 | 0.77% | 1,862 | 229 | 14.0% | $13.10万 | 加仓 |
| DHR | DANAHER CORP DEL | $108.16万 | 0.78% | 5,705 | 252 | 4.6% | $4.78万 | 加仓 |
| DVY | ISHARES TR | $114.07万 | 0.82% | 7,534 | 1,605 | 27.1% | $24.30万 | 加仓 |
| V | VISA INC | $115.79万 | 0.83% | 3,831 | 314 | 8.9% | $9.49万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $119.32万 | 0.86% | 2,685 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $121.12万 | 0.87% | 4,222 | 566 | 15.5% | $16.24万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $127.38万 | 0.92% | 71,765 | 1,840 | 2.6% | $3.27万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $133.69万 | 0.96% | 49,098 | 10,690 | 27.8% | $29.11万 | 加仓 |
| ET | ENERGY TRANSFER L P | $135.17万 | 0.97% | 70,038 | -3,330 | -4.5% | -$6.43万 | 减仓 |
| GDX | VANECK ETF TRUST | $135.36万 | 0.97% | 14,750 | -5,039 | -25.5% | -$46.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $136.12万 | 0.98% | 6,579 | -944 | -12.5% | -$19.53万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $142.34万 | 1.03% | 1,590 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $144.08万 | 1.04% | 30,635 | 2,729 | 9.8% | $12.83万 | 加仓 |
| MPLX | MPLX LP | $154.53万 | 1.11% | 27,077 | 415 | 1.6% | $2.37万 | 加仓 |
| NFLX | NETFLIX INC. | $160.57万 | 1.16% | 16,700 | 7,600 | 83.5% | $73.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $160.70万 | 1.16% | 43,715 | 3,839 | 9.6% | $14.11万 | 加仓 |
| AMGN | AMGEN INC | $161.74万 | 1.16% | 4,597 | -299 | -6.1% | -$10.52万 | 减仓 |
| IGV | ISHARES TR | $162.02万 | 1.17% | 20,240 | 17,902 | 765.7% | $143.31万 | 重新持有 |
| WMB | WILLIAMS COS INC | $166.61万 | 1.20% | 22,893 | -1,748 | -7.1% | -$12.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $174.32万 | 1.26% | 2,680 | -406 | -13.2% | -$26.41万 | 减仓 |
| OKE | ONEOK INC NEW | $175.48万 | 1.26% | 19,413 | 336 | 1.8% | $3.04万 | 加仓 |
| TLT | ISHARES TR | $187.84万 | 1.35% | 21,668 | -1,483 | -6.4% | -$12.86万 | 减仓 |
| GOOGL | ALPHABET INC | $188.63万 | 1.36% | 6,560 | -9 | -0.1% | -$2,588 | 减仓 |
| ABBV | ABBVIE INC | $193.41万 | 1.39% | 8,893 | -4 | -0.0% | -$870 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $195.74万 | 1.41% | 51,728 | -2,059 | -3.8% | -$7.79万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.70万 | 1.45% | 37,133 | -1,714 | -4.4% | -$9.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $205.33万 | 1.48% | 6,980 | 345 | 5.2% | $10.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $218.87万 | 1.58% | 12,550 | -465 | -3.6% | -$8.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.87万 | 1.71% | 4,943 | -446 | -8.3% | -$21.37万 | 减仓 |
| XBI | SPDR SERIES TRUST | $243.50万 | 1.75% | 19,064 | -1,648 | -8.0% | -$21.05万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $244.08万 | 1.76% | 70,604 | -3,251 | -4.4% | -$11.24万 | 减仓 |
| IDV | ISHARES TR | $253.15万 | 1.82% | 59,482 | 2,068 | 3.6% | $8.80万 | 加仓 |
| IJR | ISHARES TR | $259.23万 | 1.87% | 20,854 | -737 | -3.4% | -$9.16万 | 减仓 |
| SHY | ISHARES TR | $260.20万 | 1.87% | 31,513 | -2,677 | -7.8% | -$22.10万 | 减仓 |
| AMZN | AMAZON COM INC | $290.77万 | 2.09% | 13,961 | 1,452 | 11.6% | $30.24万 | 加仓 |
| LQD | ISHARES TR | $321.21万 | 2.31% | 29,472 | -799 | -2.6% | -$8.71万 | 减仓 |
| IWF | ISHARES TR | $339.33万 | 2.44% | 7,959 | 433 | 5.8% | $18.46万 | 加仓 |
| IWD | ISHARES TR | $388.91万 | 2.80% | 18,201 | -354 | -1.9% | -$7.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $398.54万 | 2.87% | 10,766 | 1,383 | 14.7% | $51.20万 | 加仓 |
| AAPL | APPLE INC | $770.70万 | 5.55% | 30,367 | -1,399 | -4.4% | -$35.51万 | 减仓 |