Arkadios Wealth Advisors
ATLANTA GA · SEC CIK 0001800798
$61.29亿2026Q1 申报市值
1,694持仓数
14.9%前十大占比 · 第一大 2.9%
222 / 89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
SYFI 加仓+$4,360.91万
JPIE 加仓+$4,160.93万
AVORY FOUNDATION 新建仓+$3,218.53万
JEPI 加仓+$2,735.60万
JMEE 新建仓+$2,721.55万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$674.20万
IQLT 减仓-$663.79万
UNG 清仓-$645.14万
ITW 减仓-$588.27万
AR 减仓-$548.09万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC CL A | $76.21万 | 0.01% | 6,447 | 70 | 1.1% | $8,275 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $76.55万 | 0.01% | 23,121 | -244 | -1.0% | -$8,079 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $76.67万 | 0.01% | 15,142 | -2,731 | -15.3% | -$13.83万 | 减仓 |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | $76.74万 | 0.01% | 31,698 | 11,153 | 54.3% | $27.00万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $76.76万 | 0.01% | 18,808 | -28,706 | -60.4% | -$117.15万 | 减仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $76.81万 | 0.01% | 14,900 | 6,735 | 82.5% | $34.72万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $77.20万 | 0.01% | 2,554 | 75 | 3.0% | $2.27万 | 加仓 |
| ROUS | HARTFORD MULTIFACTOR US EQUITY ETF | $77.61万 | 0.01% | 13,146 | 13,146 | — | $77.61万 | 新建仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $77.69万 | 0.01% | 11,094 | 956 | 9.4% | $6.69万 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $78.02万 | 0.01% | 15,068 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $78.54万 | 0.01% | 78,464 | 320 | 0.4% | $3,203 | 加仓 |
| BGIG | BAHL & GAYNOR INCOME GROWTH ETF | $78.73万 | 0.01% | 23,672 | 23,672 | — | $78.73万 | 新建仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $79.14万 | 0.01% | 25,157 | -10 | -0.0% | -$315 | 减仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $79.15万 | 0.01% | 7,230 | -802 | -10.0% | -$8.78万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $79.19万 | 0.01% | 12,257 | -1,584 | -11.4% | -$10.23万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $79.65万 | 0.01% | 728 | -39 | -5.1% | -$4.27万 | 减仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $79.77万 | 0.01% | 14,877 | 1,099 | 8.0% | $5.89万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $79.97万 | 0.01% | 6,930 | -1,101 | -13.7% | -$12.70万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $80.79万 | 0.01% | 7,138 | 1,725 | 31.9% | $19.52万 | 加仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $81.00万 | 0.01% | 20,352 | 4,660 | 29.7% | $18.55万 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $81.20万 | 0.01% | 15,664 | 4,152 | 36.1% | $21.52万 | 加仓 |
| DXCM | DEXCOM INC COM | $81.33万 | 0.01% | 12,950 | 9,730 | 302.2% | $61.11万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $81.64万 | 0.01% | 9,905 | 1,753 | 21.5% | $14.45万 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $81.71万 | 0.01% | 4,464 | 164 | 3.8% | $3.00万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $81.76万 | 0.01% | 5,361 | 98 | 1.9% | $1.49万 | 加仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $81.81万 | 0.01% | 32,309 | 244 | 0.8% | $6,178 | 加仓 |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | $81.91万 | 0.01% | 10,465 | 243 | 2.4% | $1.90万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $81.99万 | 0.01% | 12,037 | -1,552 | -11.4% | -$10.57万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $82.25万 | 0.01% | 75,044 | 84 | 0.1% | $921 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $82.70万 | 0.01% | 24,561 | 24,561 | — | $82.70万 | 新建仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $83.16万 | 0.01% | 88,849 | 6,838 | 8.3% | $6.40万 | 加仓 |
| ADSK | AUTODESK INC COM | $83.19万 | 0.01% | 3,475 | -31 | -0.9% | -$7,422 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $83.23万 | 0.01% | 5,399 | 136 | 2.6% | $2.10万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $83.73万 | 0.01% | 15,541 | -174 | -1.1% | -$9,375 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $83.75万 | 0.01% | 15,871 | -1,402 | -8.1% | -$7.40万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $83.91万 | 0.01% | 14,186 | 2,144 | 17.8% | $12.68万 | 加仓 |
| — | TOPBUILD COR COM | $83.93万 | 0.01% | 2,389 | -53 | -2.2% | -$1.86万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $84.06万 | 0.01% | 16,816 | 384 | 2.3% | $1.92万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $84.18万 | 0.01% | 6,959 | -6 | -0.1% | -$726 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $84.19万 | 0.01% | 31,567 | 50 | 0.2% | $1,334 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $84.36万 | 0.01% | 77,538 | 77,538 | — | $84.36万 | 新建仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $84.41万 | 0.01% | 5,790 | 341 | 6.3% | $4.97万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $84.60万 | 0.01% | 4,269 | -4 | -0.1% | -$793 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $84.67万 | 0.01% | 2,473 | -954 | -27.8% | -$32.66万 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $84.69万 | 0.01% | 25,493 | -2,073 | -7.5% | -$6.89万 | 减仓 |
| — | EXXON MOBIL CORP COM 看跌期权 | $84.83万 | 0.01% | 5,000 | 5,000 | — | $84.83万 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $85.02万 | 0.01% | 17,375 | 8,369 | 92.9% | $40.95万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $85.27万 | 0.01% | 2,244 | 78 | 3.6% | $2.96万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOBAL COM | $85.34万 | 0.01% | 97,199 | -504 | -0.5% | -$4,425 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $85.36万 | 0.01% | 54,543 | -3,842 | -6.6% | -$6.01万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $85.38万 | 0.01% | 40,370 | 11,147 | 38.1% | $23.58万 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $86.23万 | 0.01% | 13,854 | 5,417 | 64.2% | $33.72万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $86.26万 | 0.01% | 36,471 | 36,471 | — | $86.26万 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $86.83万 | 0.01% | 6,276 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND ETF | $86.87万 | 0.01% | 12,629 | 843 | 7.2% | $5.80万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $86.89万 | 0.01% | 26,370 | 8,374 | 46.5% | $27.59万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC COM | $86.95万 | 0.01% | 74,961 | 74,961 | — | $86.95万 | 新建仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $87.09万 | 0.01% | 14,624 | 857 | 6.2% | $5.10万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $87.46万 | 0.01% | 6,676 | -16,584 | -71.3% | -$217.27万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $87.52万 | 0.01% | 28,268 | 2,755 | 10.8% | $8.53万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $87.63万 | 0.01% | 8,228 | 5,786 | 236.9% | $61.62万 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $87.63万 | 0.01% | 5,526 | -3,098 | -35.9% | -$49.13万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $87.63万 | 0.01% | 40,533 | -53,198 | -56.8% | -$115.01万 | 减仓 |
| BIIB | BIOGEN INC COM | $87.65万 | 0.01% | 4,781 | 206 | 4.5% | $3.78万 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $87.75万 | 0.01% | 8,447 | 150 | 1.8% | $1.56万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $88.37万 | 0.01% | 3,332 | -146 | -4.2% | -$3.87万 | 减仓 |
| — | VOYA EMERGING MKTS HIGH DIVID COM | $88.99万 | 0.01% | 133,618 | 0 | 0.0% | — | 不变 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $89.01万 | 0.01% | 25,200 | -690 | -2.7% | -$2.44万 | 减仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $89.65万 | 0.01% | 17,784 | -620 | -3.4% | -$3.13万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $89.82万 | 0.01% | 30,459 | 15,373 | 101.9% | $45.33万 | 加仓 |
| DASH | DOORDASH INC CL A | $90.07万 | 0.01% | 5,998 | 272 | 4.8% | $4.08万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $90.11万 | 0.01% | 18,621 | 332 | 1.8% | $1.61万 | 加仓 |
| — | FEDERATED HERMES MDT MARKET NEUTRAL ETF | $90.21万 | 0.01% | 34,751 | 5,701 | 19.6% | $14.80万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $90.29万 | 0.01% | 15,284 | -87 | -0.6% | -$5,139 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $90.33万 | 0.01% | 6,123 | 305 | 5.2% | $4.50万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $90.52万 | 0.01% | 17,459 | 2,255 | 14.8% | $11.69万 | 加仓 |
| MRNA | MODERNA INC COM | $90.71万 | 0.01% | 17,857 | -6,489 | -26.7% | -$32.96万 | 减仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $90.89万 | 0.01% | 16,834 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER TRENDPILOT 100 ETF | $91.15万 | 0.01% | 12,493 | -341 | -2.7% | -$2.49万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $91.45万 | 0.01% | 6,097 | -33 | -0.5% | -$4,950 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $91.69万 | 0.01% | 11,567 | 763 | 7.1% | $6.05万 | 加仓 |
| DFJ | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | $91.72万 | 0.01% | 8,988 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $91.74万 | 0.01% | 7,351 | 1,907 | 35.0% | $23.80万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $91.86万 | 0.01% | 18,328 | 18,328 | — | $91.86万 | 新建仓 |
| INTU | INTUIT COM | $92.12万 | 0.02% | 2,131 | -238 | -10.0% | -$10.29万 | 减仓 |
| SON | SONOCO PRODS CO COM | $92.27万 | 0.02% | 17,060 | -572 | -3.2% | -$3.09万 | 减仓 |
| PHO | INVESCO WATER RESOURCES ETF | $92.93万 | 0.02% | 13,899 | 417 | 3.1% | $2.79万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $93.17万 | 0.02% | 62,031 | 38,961 | 168.9% | $58.52万 | 加仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $93.45万 | 0.02% | 25,242 | 3,430 | 15.7% | $12.70万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $94.17万 | 0.02% | 59,907 | -3,288 | -5.2% | -$5.17万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $94.29万 | 0.02% | 26,033 | 7,990 | 44.3% | $28.94万 | 加仓 |
| FSCC | FEDERATED HERMES MDT SMALL CAP CORE ETF | $94.30万 | 0.02% | 31,763 | 31,763 | — | $94.30万 | 新建仓 |
| OMCL | OMNICELL COM COM | $94.70万 | 0.02% | 28,369 | -15,622 | -35.5% | -$52.15万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $94.72万 | 0.02% | 9,454 | 2,848 | 43.1% | $28.53万 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $94.73万 | 0.02% | 15,206 | 10,793 | 244.6% | $67.24万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $94.73万 | 0.02% | 94,451 | 124 | 0.1% | $1,244 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $94.84万 | 0.02% | 20,918 | 13,917 | 198.8% | $63.10万 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $94.87万 | 0.02% | 30,794 | 9,573 | 45.1% | $29.49万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $95.08万 | 0.02% | 36,989 | -2,000 | -5.1% | -$5.14万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $95.49万 | 0.02% | 2,599 | 2,085 | 405.6% | $76.61万 | 加仓 |