Argo Wealth Advisory, LLC
MCLEAN VA · SEC CIK 0002104895
$1.70亿2026Q1 申报市值
48持仓数
52.3%前十大占比 · 第一大 7.2%
0 / 4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
VIG 加仓+$81.57万
PFE 加仓+$80.73万
UNH 加仓+$65.51万
QQQ 加仓+$54.08万
AMT 加仓+$47.06万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$124.18万
LLY 减仓-$53.71万
IVE 清仓-$34.42万
AVEM 清仓-$25.99万
IVW 清仓-$21.07万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,623 | -100.0% | -$34.42万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,375 | -100.0% | -$25.99万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,709 | -100.0% | -$21.07万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -785 | -100.0% | -$20.80万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $21.64万 | 0.13% | 736 | 64 | 9.5% | $1.88万 | 加仓 |
| GOOG | ALPHABET INC | $21.80万 | 0.13% | 760 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $22.15万 | 0.13% | 4,182 | 0 | 0.0% | — | 不变 |
| PLSE | PULSE BIOSCIENCES INC | $60.79万 | 0.36% | 28,156 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $102.65万 | 0.60% | 1,116 | -584 | -34.4% | -$53.71万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $113.24万 | 0.66% | 22,212 | 4,425 | 24.9% | $22.56万 | 加仓 |
| IBMS | ISHARES TR | $129.24万 | 0.76% | 50,033 | -30 | -0.1% | -$775 | 减仓 |
| NVDA | NVIDIA CORPORATION | $132.56万 | 0.78% | 7,601 | -47 | -0.6% | -$8,197 | 减仓 |
| AAPL | APPLE INC | $134.73万 | 0.79% | 5,309 | 71 | 1.4% | $1.80万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $160.34万 | 0.94% | 7,389 | 1,800 | 32.2% | $39.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $166.17万 | 0.98% | 2,879 | 937 | 48.2% | $54.08万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $179.73万 | 1.05% | 9,064 | 930 | 11.4% | $18.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $186.59万 | 1.10% | 6,896 | 2,421 | 54.1% | $65.51万 | 加仓 |
| META | META PLATFORMS INC | $190.88万 | 1.12% | 3,336 | 603 | 22.1% | $34.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $199.59万 | 1.17% | 9,823 | 460 | 4.9% | $9.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $208.27万 | 1.22% | 3,485 | -2,078 | -37.4% | -$124.18万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $208.54万 | 1.22% | 9,629 | 374 | 4.0% | $8.10万 | 加仓 |
| PTC | PTC INC | $211.70万 | 1.24% | 14,857 | 647 | 4.6% | $9.22万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $217.99万 | 1.28% | 12,631 | 2,727 | 27.5% | $47.06万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $225.65万 | 1.32% | 14,278 | 247 | 1.8% | $3.90万 | 加仓 |
| XYL | XYLEM INC | $240.24万 | 1.41% | 20,104 | 381 | 1.9% | $4.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $242.31万 | 1.42% | 16,776 | 2,315 | 16.0% | $33.44万 | 加仓 |
| V | VISA INC | $247.01万 | 1.45% | 8,173 | 121 | 1.5% | $3.66万 | 加仓 |
| PEP | PEPSICO INC | $250.30万 | 1.47% | 16,118 | 1,054 | 7.0% | $16.37万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $255.45万 | 1.50% | 9,814 | 164 | 1.7% | $4.27万 | 加仓 |
| SYK | STRYKER CORPORATION | $255.64万 | 1.50% | 7,780 | 162 | 2.1% | $5.32万 | 加仓 |
| PFE | PFIZER INC | $256.35万 | 1.50% | 91,291 | 28,751 | 46.0% | $80.73万 | 加仓 |
| — | HONEYWELL INTL INC | $262.91万 | 1.54% | 11,632 | 191 | 1.7% | $4.32万 | 加仓 |
| LOW | LOWES COS INC | $272.49万 | 1.60% | 11,532 | 25 | 0.2% | $5,907 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $274.15万 | 1.61% | 12,748 | 3,793 | 42.4% | $81.57万 | 加仓 |
| MCK | MCKESSON CORP | $280.15万 | 1.64% | 3,237 | -8 | -0.2% | -$6,924 | 减仓 |
| AMGN | AMGEN INC | $286.59万 | 1.68% | 8,145 | 15 | 0.2% | $5,278 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $295.28万 | 1.73% | 4,886 | -45 | -0.9% | -$2.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $305.66万 | 1.79% | 8,257 | 136 | 1.7% | $5.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $317.20万 | 1.86% | 34,151 | 114 | 0.3% | $1.06万 | 加仓 |
| CSCO | CISCO SYS INC | $326.20万 | 1.91% | 42,041 | 92 | 0.2% | $7,138 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $360.90万 | 2.12% | 3,622 | 9 | 0.2% | $8,968 | 加仓 |
| — | EXXON MOBIL CORP | $497.73万 | 2.92% | 29,337 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $559.26万 | 3.28% | 111,097 | 5,970 | 5.7% | $30.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $617.47万 | 3.62% | 8,850 | 2 | 0.0% | $1,395 | 加仓 |
| IEF | ISHARES TR | $635.76万 | 3.73% | 66,614 | 1,894 | 2.9% | $18.08万 | 加仓 |
| PYLD | PIMCO ETF TR | $684.19万 | 4.02% | 261,140 | 13,891 | 5.6% | $36.39万 | 加仓 |
| ABBV | ABBVIE INC | $841.37万 | 4.94% | 38,686 | -99 | -0.3% | -$2.15万 | 减仓 |
| IHDG | WISDOMTREE TR | $859.67万 | 5.05% | 178,540 | 6,423 | 3.7% | $30.93万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,099.20万 | 6.45% | 282,135 | 6,435 | 2.3% | $25.07万 | 加仓 |
| COWZ | PACER FDS TR | $1,161.12万 | 6.81% | 185,601 | 6,911 | 3.9% | $43.24万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,229.05万 | 7.21% | 228,576 | 7,566 | 3.4% | $40.68万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,230.91万 | 7.22% | 269,819 | 8,924 | 3.4% | $40.71万 | 加仓 |