Argo Wealth Advisory, LLC
- SEC CIK
- 0002104895
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位。
- 持股檔數
- 52
- 2025 年第 3 季沒有申報
- 總值
- $1.67 億
- 2025 年第 3 季沒有申報
Argo Wealth Advisory, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 260,895 | $1,201 萬 | 7.2% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 221,010 | $1,195 萬 | 7.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 178,690 | $1,075 萬 | 6.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 275,700 | $1,051 萬 | 6.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 38,785 | $886.2 萬 | 5.3% | – | – | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 172,117 | $837.5 萬 | 5.0% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,848 | $666.9 萬 | 4.0% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 247,249 | $659.7 萬 | 3.9% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 64,720 | $622.3 萬 | 3.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 105,127 | $529.0 萬 | 3.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,121 | $392.8 萬 | 2.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,337 | $353.0 萬 | 2.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,563 | $348.8 萬 | 2.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 41,949 | $323.1 萬 | 1.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,613 | $311.5 萬 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 8,052 | $282.4 萬 | 1.7% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 11,507 | $277.5 萬 | 1.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 34,037 | $273.2 萬 | 1.6% | – | – | 歷史 |
| XYLXylem Inc. | COM | 19,723 | $268.6 萬 | 1.6% | – | – | 歷史 |
| SYKStryker Corp | Stock | 7,618 | $267.8 萬 | 1.6% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 3,245 | $266.2 萬 | 1.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 8,130 | $266.1 萬 | 1.6% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 14,031 | $256.0 萬 | 1.5% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 14,210 | $247.6 萬 | 1.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 9,363 | $240.9 萬 | 1.4% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 9,255 | $239.5 萬 | 1.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,931 | $238.5 萬 | 1.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 9,650 | $237.7 萬 | 1.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 11,441 | $223.2 萬 | 1.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 8,134 | $218.2 萬 | 1.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 15,064 | $216.2 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 14,461 | $207.2 萬 | 1.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,955 | $196.8 萬 | 1.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,700 | $182.7 萬 | 1.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,733 | $180.4 萬 | 1.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 9,904 | $173.9 萬 | 1.0% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 5,589 | $162.2 萬 | 1.0% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 62,540 | $155.7 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,475 | $147.7 萬 | 0.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,648 | $142.6 萬 | 0.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,238 | $142.4 萬 | 0.9% | – | – | 歷史 |
| iShares Ibonds Dec 2030 Term Muni Bond ETF46438G687 | ETF | 50,063 | $130.5 萬 | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,942 | $119.3 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 17,787 | $90.6 萬 | 0.5% | – | – | – |
| PLSEPulse Biosciences, Inc. | COM | 28,156 | $38.7 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,623 | $34.4 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 3,375 | $26.0 萬 | 0.2% | – | – | – |
| MAINMain Street Capital CORP | CEF | 4,182 | $25.3 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 760 | $23.8 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 672 | $21.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,709 | $21.1 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 785 | $20.8 萬 | 0.1% | – | – | 歷史 |