AG

Arkos Global Advisors

分散型投资策略趋势追踪型长期持有型

申报总市值

US$8.0亿

申报季度: 2026-03-31 · 持股只数: 199

Arkos Global Advisors在最新一期 13F 报告中披露了 199 项持股，申报期为 2026-03-31，总持股市值约为 US$8.0亿，季度换手率为 9.2%。

浏览其他1 亿至 10 亿美元机构浏览其他以“A”开头的机构

机构性格雪花图

集中度
24.75
持仓稳定性
9.15
动能／逆势
100
行业集中度
47.06
多样化
100
仓位均衡度
66.28

近期动向

  • 减仓 VOO

    +0.8%　-US$444.3万

  • 加仓 IEFA

    +5.1%　US$593.8万

  • 减仓 MUB

    -5.2%　-US$304.4万

  • 减仓 SPY

    -1.0%　-US$287.3万

  • 加仓 IAU

    +2.8%　US$299.4万

  • 加仓 IJH

    +7.4%　US$278.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长13.49%-0.81%+0.78%
2IEFAIshares Core Msci Eafe ETFETF-其他12.43%+0.54%+5.12%
3IEFIshares 7-10 Year Treasury BETF-政府公债7.20%—+0.49%
4VCITVanguard Int-term CorporateETF-投资级公司债6.57%-0.16%+0.45%
5BNDVanguard Total Bond MarketETF-其他6.18%-0.24%-1.43%
6SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长6.06%-0.48%-1.03%
7MUBIshares National Muni Bond EETF-其他5.90%-0.50%-5.23%
8IJHIshares Core S&p Midcap ETFETF-其他3.89%+0.29%+7.38%
9IAUIshares Gold TrustETF-避险与商品3.59%+0.32%+2.84%
10GLDSpdr Gold SharesETF-避险与商品3.43%+0.13%-2.33%
11IEMGIshares Core Msci EmergingETF-新兴市场2.73%+0.20%+5.63%
12IJRIshares Core S&p Small-cap EETF-中小型股2.33%+0.17%+5.81%
13VYMVanguard High Dvd Yield ETFETF-其他2.27%+0.06%+1.31%
14VYMIVanguard Int High Dvd Yld InETF-其他2.03%+0.12%+3.35%
15XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.92%+0.08%-1.17%
16EMLPFirst Trust North American EETF-其他1.61%+0.22%+2.06%
17VOVanguard Mid-cap ETFETF-其他1.43%-0.05%-0.76%
18DGROIshares Core Dividend GrowthETF-其他1.06%+0.02%+2.81%
19FBTCFidelity Wise Origin BitcoinETF-加密货币1.00%+0.04%+36.08%
20VBVanguard Small-cap ETFETF-其他0.96%—-1.05%
21RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.86%+0.05%+8.36%
22CWBSs Spdr Bb Conv Sec ETFETF-其他0.84%+0.03%+2.86%
23VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.70%—-1.17%
24AAPLApple INC股票-科技0.50%—+5.86%
25PSLVSprott Physical Silver Trust股票-其他0.43%+0.43%NEW
26PGXInvesco Preferred ETFETF-其他0.43%-0.15%-22.35%
27GDXVaneck Gold Miners ETFETF-避险与商品0.42%+0.02%—
28ACWIIshares Msci Acwi ETFETF-其他0.41%—-0.30%
29GOOGLAlphabet Inc-cl A股票-通信服务0.40%—+10.90%
30PFFIshares Preferred & Income SETF-其他0.39%+0.06%+21.72%
31REETIshares Global Reit ETFETF-其他0.28%-0.12%-27.39%
32SDVYFirst Trust Smid Cap RisingETF-其他0.27%+0.03%+9.95%
33AMZNAmazon.com INC股票-周期性消费0.24%+0.04%+33.79%
34MSFTMicrosoft CORP股票-科技0.23%+0.03%+54.55%
35PHYSSprott Physical Gold Trust股票-其他0.23%——
36WMTWalmart INC股票-非周期性消费0.22%+0.02%+2.61%
37VUGVanguard Growth ETFETF-其他0.20%-0.04%-2.77%
38COINCoinbase Global INC -class A股票-金融0.20%+0.13%+294.69%
39AMLPAlerian Mlp ETFETF-其他0.19%——
40XLESs Energy Select SectorETF-其他0.19%+0.14%+181.98%
41IDVIshares International SelectETF-其他0.17%—+5.52%
42QQQInvesco Qqq Trust Series 1ETF-科技型0.16%—+6.24%
43NVDANvidia CORP股票-科技0.16%+0.04%+44.52%
44AVGOBroadcom INC股票-科技0.16%—+10.30%
45SLVIshares Silver TrustETF-避险与商品0.14%—-12.67%
46COSTCostco Wholesale CORP股票-非周期性消费0.14%+0.04%+22.03%
47CVXChevron CORP股票-能源0.13%+0.05%+16.84%
48SHVIshares 0-1 Year Treasury BoETF-政府公债0.13%——
49VXUSVanguard Total Intl StockETF-其他0.12%—-5.68%
50SHELShell Plc-adr股票-能源0.11%——
1–50 of 199

本季持股变动

Arkos Global Advisors 在 2026-03-31 最显著的持仓异动： 清仓: Amplify Junior Silver Miners (SILJ); 新建仓: Sprott Physical Silver Trust (PSLV); 新建仓: Glo X Ai Semicon & Quant ETF (CHPX); 新建仓: Freeport-mcmoran INC (FCX); 清仓: Bny Mellon Strategic Muni (LEO).

Arkos Global Advisors 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IEFAIshares Core Msci Eafe ETF+0.5%+5.12%加仓
2IAUIshares Gold Trust+0.3%+2.84%加仓
3IJHIshares Core S&p Midcap ETF+0.3%+7.38%加仓
4EMLPFirst Trust North American E+0.2%+2.06%加仓
5IEMGIshares Core Msci Emerging+0.2%+5.63%加仓
6IJRIshares Core S&p Small-cap E+0.2%+5.81%加仓
7XLESs Energy Select Sector+0.1%+181.98%加仓
8GLDSpdr Gold Shares+0.1%-2.33%减仓
9COINCoinbase Global INC -class A+0.1%+294.69%加仓
10VYMIVanguard Int High Dvd Yld In+0.1%+3.35%加仓
11XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%-1.17%减仓
12VYMVanguard High Dvd Yield ETF+0.1%+1.31%加仓
13PFFIshares Preferred & Income S+0.1%+21.72%加仓
14RSPInvesco S&p 500 Equal Weight+0.1%+8.36%加仓
15CVXChevron CORP+0.1%+16.84%加仓
16FBTCFidelity Wise Origin Bitcoin0%+36.08%加仓
17NVDANvidia CORP0%+44.52%加仓
18AMZNAmazon.com INC0%+33.79%加仓
19COSTCostco Wholesale CORP0%+22.03%加仓
20CWBSs Spdr Bb Conv Sec ETF0%+2.86%加仓
21MSFTMicrosoft CORP0%+54.55%加仓
22SDVYFirst Trust Smid Cap Rising0%+9.95%加仓
23DGROIshares Core Dividend Growth0%+2.81%加仓
24WMTWalmart INC0%+2.61%加仓
25GDXVaneck Gold Miners ETF0%—不变
26JPMJpmorgan Chase & Co0%-21.14%减仓
27VUGVanguard Growth ETF0%-2.77%减仓
28VGTVanguard Info Tech ETF-0.1%-22.83%减仓
29VOVanguard Mid-cap ETF-0.1%-0.76%减仓
30XOMExxon Mobil CORP-0.1%-77.23%减仓
31REETIshares Global Reit ETF-0.1%-27.39%减仓
32PGXInvesco Preferred ETF-0.2%-22.35%减仓
33VCITVanguard Int-term Corporate-0.2%+0.45%加仓
34BNDVanguard Total Bond Market-0.2%-1.43%减仓
35SPYSs Spdr S&p 500 ETF Trust-us-0.5%-1.03%减仓
36MUBIshares National Muni Bond E-0.5%-5.23%减仓
37VOOVanguard S&p 500 ETF-0.8%+0.78%加仓
38SILJAmplify Junior Silver Miners—EXIT清仓
39PSLVSprott Physical Silver Trust—NEW新建仓
40CHPXGlo X Ai Semicon & Quant ETF—NEW新建仓
41FCXFreeport-mcmoran INC—NEW新建仓
42LEOBny Mellon Strategic Muni—EXIT清仓
43CRMSalesforce INC—EXIT清仓
44ORCLOracle CORP—NEW新建仓
45EWJIshares Msci Japan ETF—NEW新建仓
46XLPSs Consumer Staples Sel Sect—NEW新建仓
47MDBMongodb INC—EXIT清仓
48UBERUber Technologies INC—NEW新建仓
49LRCXLam Research CORP—NEW新建仓
50FYXFirst Trust Small Cap Core A—NEW新建仓

FAQ

Arkos Global Advisors 是什么机构？属于哪种投资人类型？
Arkos Global Advisors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.0亿，分布在 199 个已申报仓位之中。
Arkos Global Advisors 目前前几大持股有哪些？
根据最新 13F 申报，Arkos Global Advisors 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$1.1亿 (13.5%) 2. Ishares Core Msci Eafe ETF (IEFA) — US$9904.9万 (12.4%) 3. Ishares 7-10 Year Treasury B (IEF) — US$5738.1万 (7.2%) 4. Vanguard Int-term Corporate (VCIT) — US$5233.1万 (6.6%) 5. Vanguard Total Bond Market (BND) — US$4926.5万 (6.2%)
Arkos Global Advisors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Arkos Global Advisors 共进行了 49 项显著调整：新建仓 9 个仓位、加仓 24 个既有持股、减仓 12 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Amplify Junior Silver Miners (SILJ); 新建仓: Sprott Physical Silver Trust (PSLV); 新建仓: Glo X Ai Semicon & Quant ETF (CHPX); 新建仓: Freeport-mcmoran INC (FCX); 清仓: Bny Mellon Strategic Muni (LEO)
Arkos Global Advisors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Arkos Global Advisors 的主要板块分布如下： • Information Technology: 27.9% • Financials: 15.5% • Consumer Staples: 11.9% • Energy: 11.5% • Communication Services: 11.4% • Consumer Discretionary: 10.0%

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