Argos Wealth Advisors, LLC
- SEC CIK
- 0001809154
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 224
- 較 2026 年第 1 季 +22
- 總值
- $3.78 億
- 較 2026 年第 1 季 +$2,982 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDMWorld Gold Trust | SPDR GLD MINIS | 777,903 | $6,178 萬 | 16.4% | −1,874−0.2% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 141,062 | $4,256 萬 | 11.3% | −7,698−5.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| IAUiShares Gold Trust | ETF | 440,971 | $3,330 萬 | 8.8% | +10,755+2.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 67,482 | $2,486 萬 | 6.6% | +359+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 71,496 | $2,069 萬 | 5.5% | +732+1.0% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 79,819 | $1,446 萬 | 3.8% | −4,314−5.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,952 | $1,266 萬 | 3.4% | +3,759+12.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 229,163 | $712.7 萬 | 1.9% | +897+0.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $599.1 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,817 | $565.3 萬 | 1.5% | −1,185−7.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 9,961 | $489.2 萬 | 1.3% | +11+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,388 | $477.0 萬 | 1.3% | +1,065+20.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,195 | $466.2 萬 | 1.2% | +5,355+68.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,585 | $457.8 萬 | 1.2% | −710−6.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 40,884 | $424.7 萬 | 1.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 14,801 | $352.8 萬 | 0.9% | +1,488+11.2% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 80,417 | $306.1 萬 | 0.8% | +1,508+1.9% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,591 | $305.2 萬 | 0.8% | −92−0.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 21,534 | $294.4 萬 | 0.8% | +14,839+221.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,874 | $277.6 萬 | 0.7% | +2,026+17.1% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 1,400 | $277.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,893 | $251.3 萬 | 0.7% | +192+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,275 | $250.2 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 43,913 | $231.7 萬 | 0.6% | +368+0.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,102 | $231.1 萬 | 0.6% | +532+14.9% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 59,723 | $215.8 萬 | 0.6% | +90.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 40,908 | $206.9 萬 | 0.5% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 6,012 | $206.3 萬 | 0.5% | +201+3.5% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 34,531 | $179.0 萬 | 0.5% | +3,835+12.5% | 加碼 | – |
| ASMLASML Holding NV | ADR | 866 | $172.3 萬 | 0.5% | +10+1.2% | 加碼 | 歷史 |
| Ea Series Trust02072L722 | STRI US ENER ETF | 48,258 | $161.7 萬 | 0.4% | 00.0% | 不變 | – |
| PLXSPlexus Corp | COM | 4,955 | $149.0 萬 | 0.4% | −316−6.0% | 減碼 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 126,185 | $148.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,207 | $144.8 萬 | 0.4% | +118+10.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,291 | $131.7 萬 | 0.3% | +189+1.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,071 | $127.5 萬 | 0.3% | −123−3.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,029 | $127.4 萬 | 0.3% | +1,718+131.0% | 加碼 | 歷史 |
| VSATViasat Inc | COM | 13,464 | $120.9 萬 | 0.3% | −3,420−20.3% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 14,769 | $116.4 萬 | 0.3% | −215−1.4% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 34,415 | $114.6 萬 | 0.3% | +4,361+14.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 37,806 | $111.3 萬 | 0.3% | +50.0% | 加碼 | – |
| USFDUS Foods Holding Corp. | COM | 10,811 | $110.5 萬 | 0.3% | −1,657−13.3% | 減碼 | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 61,572 | $106.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,353 | $103.3 萬 | 0.3% | −176−11.5% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 16,410 | $101.8 萬 | 0.3% | −500−3.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,588 | $88.3 萬 | 0.2% | +68+2.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,705 | $87.6 萬 | 0.2% | −37−2.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,044 | $87.5 萬 | 0.2% | −4,104−36.8% | 減碼依 4 比 1 拆股換算 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,871 | $87.1 萬 | 0.2% | 00.0% | 不變 | – |
| ALRMAlarm.com Holdings, Inc. | COM | 18,175 | $84.9 萬 | 0.2% | +4,800+35.9% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 9,078 | $82.8 萬 | 0.2% | +34+0.4% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 3,401 | $80.8 萬 | 0.2% | +26+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,604 | $80.7 萬 | 0.2% | +224+6.6% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 9,722 | $79.7 萬 | 0.2% | +61+0.6% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 3,234 | $79.3 萬 | 0.2% | −100−3.0% | 減碼 | 歷史 |
| AMRZAmrize Ltd | SHS | 14,400 | $76.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,286 | $76.4 萬 | 0.2% | 00.0% | 不變依 25 比 1 拆股換算 | 歷史 |
| CBChubb Ltd | Stock | 2,236 | $76.2 萬 | 0.2% | +522+30.5% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,399 | $73.6 萬 | 0.2% | −57−1.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,313 | $72.4 萬 | 0.2% | +750+29.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 755 | $70.6 萬 | 0.2% | +33+4.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,135 | $69.9 萬 | 0.2% | +338+18.8% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 9,575 | $69.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,693 | $67.4 萬 | 0.2% | +93+0.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,912 | $66.5 萬 | 0.2% | +76+2.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,757 | $66.4 萬 | 0.2% | +381+27.7% | 加碼 | 歷史 |
| PRLBProto Labs Inc | COM | 7,976 | $65.0 萬 | 0.2% | −197−2.4% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,884 | $64.8 萬 | 0.2% | +611+3.5% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 7,160 | $64.8 萬 | 0.2% | −407−5.4% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 552 | $63.7 萬 | 0.2% | +552 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 3,907 | $62.5 萬 | 0.2% | +30+0.8% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 2,127 | $62.3 萬 | 0.2% | +19+0.9% | 加碼 | 歷史 |
| SHCSotera Health Co | COM | 34,000 | $60.4 萬 | 0.2% | +34,000 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,355 | $59.9 萬 | 0.2% | −95−3.9% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 4,264 | $59.9 萬 | 0.2% | +31+0.7% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 11,818 | $57.7 萬 | 0.2% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 507 | $57.4 萬 | 0.2% | −239−32.0% | 減碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 3,261 | $56.8 萬 | 0.2% | +31+1.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,950 | $56.2 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,586 | $56.1 萬 | 0.1% | +10.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,105 | $55.3 萬 | 0.1% | +1,105 | 新進 | 歷史 |
| DINDine Brands Global, Inc. | COM | 15,200 | $54.6 萬 | 0.1% | −6,790−30.9% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 4,848 | $54.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GNTXGentex Corp | COM | 21,209 | $53.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 13,293 | $52.7 萬 | 0.1% | +263+2.0% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,295 | $52.7 萬 | 0.1% | −45−3.4% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 6,253 | $52.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,045 | $51.5 萬 | 0.1% | +271+15.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,710 | $51.0 萬 | 0.1% | −99−5.5% | 減碼 | 歷史 |
| KRCKilroy Realty Corp | COM | 13,600 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 5,376 | $49.5 萬 | 0.1% | −300−5.3% | 減碼 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 18,193 | $49.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TOLToll Brothers, Inc. | COM | 2,971 | $48.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| SMTCSemtech Corp | Stock | 3,022 | $48.9 萬 | 0.1% | −4,562−60.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,905 | $48.7 萬 | 0.1% | −178−3.5% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 2,021 | $48.0 萬 | 0.1% | +17+0.8% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 24,303 | $47.8 萬 | 0.1% | +8,346+52.3% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,304 | $47.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CEVACeva Inc | COM | 9,824 | $46.3 萬 | 0.1% | +9,824 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 16,195 | $45.7 萬 | 0.1% | −1,017−5.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（16 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 28,900 | $70.6 萬 | 0.2% | 歷史 |
| CDWCDW Corp | COM | 5,094 | $61.6 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 4,057 | $48.0 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 11,929 | $41.9 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,412 | $31.9 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 681 | $29.4 萬 | 0.1% | 歷史 |
| NYTNew York Times Co | CL A | 3,360 | $28.1 萬 | 0.1% | 歷史 |
| CLBCore Laboratories Inc. | COM | 16,119 | $27.1 萬 | 0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 1,561 | $25.8 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 400 | $21.5 萬 | 0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 1,040 | $21.4 萬 | 0.1% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 2,868 | $21.3 萬 | 0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 9,314 | $21.2 萬 | 0.1% | 歷史 |
| GGGGraco Inc | COM | 2,413 | $20.4 萬 | 0.1% | 歷史 |
| RDYDr Reddys Laboratories Ltd | ADR | 13,705 | $19.0 萬 | 0.1% | 歷史 |
| MRCCMonroe Capital Corp | COM | 11,848 | $5.45 萬 | <0.1% | 歷史 |