Arkadios Wealth Advisors
ATLANTA GA · SEC CIK 0001800798
$66.05亿2026Q2 申报市值
1,765持仓数
15.9%前十大占比 · 第一大 3.0%
176 / 134新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$2,842.87万
FLQL 加仓+$1,726.68万
RUSSELL INVESTME 新建仓+$1,568.39万
IVW 加仓+$1,263.29万
AIRR 加仓+$1,002.49万
2026Q2 卖出最多 按季末市值估算
SYFI 减仓-$4,379.72万
JPIE 减仓-$4,149.09万
EXXON MOBIL CORP 清仓-$3,988.55万
JMEE 清仓-$2,721.55万
UCON 减仓-$2,571.60万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FDS | FACTSET RESH SYS INC COM | $63.27万 | 0.01% | 2,750 | -296 | -9.7% | -$6.81万 | 减仓 |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $63.47万 | 0.01% | 14,661 | 86 | 0.6% | $3,723 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $63.56万 | 0.01% | 2,770 | -191 | -6.5% | -$4.38万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $63.62万 | 0.01% | 3,283 | -2,116 | -39.2% | -$41.01万 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $63.85万 | 0.01% | 17,256 | 5,360 | 45.1% | $19.83万 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $63.91万 | 0.01% | 22,521 | -4,535 | -16.8% | -$12.87万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $64.07万 | 0.01% | 3,610 | -397 | -9.9% | -$7.05万 | 减仓 |
| MDLN | MEDLINE INC COM CL A | $64.15万 | 0.01% | 16,266 | 4,350 | 36.5% | $17.16万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $64.28万 | 0.01% | 7,370 | 3,810 | 107.0% | $33.23万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | $64.70万 | 0.01% | 17,695 | -58 | -0.3% | -$2,121 | 减仓 |
| YUM | YUM BRANDS INC COM | $64.76万 | 0.01% | 4,051 | 706 | 21.1% | $11.29万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $65.02万 | 0.01% | 20,459 | 2,997 | 17.2% | $9.52万 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $65.05万 | 0.01% | 12,093 | 898 | 8.0% | $4.83万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $65.13万 | 0.01% | 4,116 | 229 | 5.9% | $3.62万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $65.16万 | 0.01% | 11,474 | 717 | 6.7% | $4.07万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $65.36万 | 0.01% | 12,966 | 5,218 | 67.3% | $26.30万 | 加仓 |
| — | AMES NATL CORP COM | $65.37万 | 0.01% | 22,077 | 15 | 0.1% | $444 | 加仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $65.65万 | 0.01% | 8,679 | 2,940 | 51.2% | $22.24万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $65.80万 | 0.01% | 3,259 | -833 | -20.4% | -$16.82万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $65.82万 | 0.01% | 3,555 | -78 | -2.1% | -$1.44万 | 减仓 |
| NJR | NEW JERSEY RES CORP COM | $65.95万 | 0.01% | 11,769 | -420 | -3.4% | -$2.35万 | 减仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $66.04万 | 0.01% | 8,769 | 1,488 | 20.4% | $11.21万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $66.18万 | 0.01% | 12,523 | 1,696 | 15.7% | $8.96万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $66.38万 | 0.01% | 1,849 | -65 | -3.4% | -$2.33万 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $66.47万 | 0.01% | 18,096 | 10,035 | 124.5% | $36.86万 | 加仓 |
| SMB | VANECK SHORT MUNI ETF | $66.65万 | 0.01% | 38,414 | 2,848 | 8.0% | $4.94万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $66.68万 | 0.01% | 22,734 | 1,833 | 8.8% | $5.38万 | 加仓 |
| VIRT | VIRTU FINL INC CL A | $67.61万 | 0.01% | 11,350 | -1,014 | -8.2% | -$6.04万 | 减仓 |
| EXC | EXELON CORP COM | $67.63万 | 0.01% | 14,507 | -515 | -3.4% | -$2.40万 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $67.63万 | 0.01% | 6,336 | 413 | 7.0% | $4.41万 | 加仓 |
| CVNA | CARVANA CO CL A | $67.64万 | 0.01% | 10,276 | 6 | 0.1% | $395 | 加仓 |
| — | US DIVERSIFIED REAL ESTATE ETF | $67.65万 | 0.01% | 19,743 | 793 | 4.2% | $2.72万 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $67.74万 | 0.01% | 27,062 | 12,085 | 80.7% | $30.25万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $67.89万 | 0.01% | 16,917 | -108 | -0.6% | -$4,334 | 减仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $68.15万 | 0.01% | 17,622 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $68.16万 | 0.01% | 4,182 | -505 | -10.8% | -$8.23万 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $68.34万 | 0.01% | 22,502 | 7,714 | 52.2% | $23.43万 | 加仓 |
| KEY | KEYCORP COM | $68.34万 | 0.01% | 29,650 | -20,653 | -41.1% | -$47.61万 | 减仓 |
| ONDS | ONDAS INC COM NEW | $68.42万 | 0.01% | 83,034 | 32,122 | 63.1% | $26.47万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $68.49万 | 0.01% | 2,979 | -353 | -10.6% | -$8.12万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A 看跌期权 | $68.68万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $69.05万 | 0.01% | 3,079 | 73 | 2.4% | $1.64万 | 加仓 |
| MKSI | MKS INC. COM | $69.21万 | 0.01% | 1,556 | 245 | 18.7% | $10.90万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $69.29万 | 0.01% | 1,922 | -200 | -9.4% | -$7.21万 | 减仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $69.40万 | 0.01% | 11,835 | -433 | -3.5% | -$2.54万 | 减仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $69.75万 | 0.01% | 25,607 | 12,902 | 101.6% | $35.14万 | 加仓 |
| CRH | CRH PLC ORD | $69.87万 | 0.01% | 6,530 | -480 | -6.8% | -$5.14万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $69.97万 | 0.01% | 3,291 | -311 | -8.6% | -$6.61万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $69.98万 | 0.01% | 1,537 | 2 | 0.1% | $911 | 加仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $70.23万 | 0.01% | 7,169 | -61 | -0.8% | -$5,975 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $70.32万 | 0.01% | 9,587 | 612 | 6.8% | $4.49万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $70.78万 | 0.01% | 12,556 | 79 | 0.6% | $4,453 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $71.30万 | 0.01% | 2,438 | -35 | -1.4% | -$1.02万 | 减仓 |
| ZTS | ZOETIS INC CL A | $71.53万 | 0.01% | 9,953 | 3,506 | 54.4% | $25.20万 | 加仓 |
| HFSI | HARTFORD STRATEGIC INCOME ETF | $71.56万 | 0.01% | 20,353 | -1,088 | -5.1% | -$3.83万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $71.66万 | 0.01% | 28,170 | 7,996 | 39.6% | $20.34万 | 加仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $72.07万 | 0.01% | 7,119 | 737 | 11.5% | $7.46万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $72.27万 | 0.01% | 2,512 | 1 | 0.0% | $288 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $72.40万 | 0.01% | 36,912 | 2,320 | 6.7% | $4.55万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $72.52万 | 0.01% | 5,972 | -91 | -1.5% | -$1.10万 | 减仓 |
| HPQ | HP INC COM | $72.72万 | 0.01% | 33,147 | -17,542 | -34.6% | -$38.49万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $72.82万 | 0.01% | 29,269 | -1,033,591 | -97.2% | -$2,571.60万 | 减仓 |
| INTU | INTUIT COM | $72.89万 | 0.01% | 2,792 | 661 | 31.0% | $17.26万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $72.96万 | 0.01% | 12,370 | -2,254 | -15.4% | -$13.29万 | 减仓 |
| — | INNOVATOR GROWTH ACCELERATED ETF - QUARTERLY | $73.30万 | 0.01% | 18,002 | 4,698 | 35.3% | $19.13万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $73.42万 | 0.01% | 24,313 | 3,529 | 17.0% | $10.66万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $73.48万 | 0.01% | 5,847 | -80 | -1.3% | -$1.01万 | 减仓 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $73.49万 | 0.01% | 12,414 | 89 | 0.7% | $5,269 | 加仓 |
| GWW | WW GRAINGER INC COM | $73.60万 | 0.01% | 541 | -3 | -0.6% | -$4,081 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I 看涨期权 | $73.64万 | 0.01% | 1,000 | 400 | 66.7% | $29.46万 | 加仓 |
| RRC | RANGE RES CORP COM | $73.98万 | 0.01% | 19,894 | -1,901 | -8.7% | -$7.07万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $74.23万 | 0.01% | 38,018 | 2,773 | 7.9% | $5.41万 | 加仓 |
| HBNC | HORIZON BANCORP IND COM | $74.27万 | 0.01% | 37,172 | 817 | 2.2% | $1.63万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $74.32万 | 0.01% | 14,353 | 21 | 0.1% | $1,087 | 加仓 |
| HLN | HALEON PLC SPON ADS | $74.46万 | 0.01% | 79,806 | 1,342 | 1.7% | $1.25万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $74.73万 | 0.01% | 83,594 | -5,255 | -5.9% | -$4.70万 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $74.78万 | 0.01% | 41,361 | -10,417 | -20.1% | -$18.83万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC COM | $74.98万 | 0.01% | 20,391 | 351 | 1.8% | $1.29万 | 加仓 |
| WCC | WESCO INTL INC COM | $74.98万 | 0.01% | 2,171 | 33 | 1.5% | $1.14万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $75.10万 | 0.01% | 27,479 | -13,484 | -32.9% | -$36.85万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $75.28万 | 0.01% | 6,319 | 64 | 1.0% | $7,624 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $75.46万 | 0.01% | 19,591 | 602 | 3.2% | $2.32万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $75.62万 | 0.01% | 14,929 | -1,887 | -11.2% | -$9.56万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $76.09万 | 0.01% | 7,318 | 110 | 1.5% | $1.14万 | 加仓 |
| HSY | HERSHEY CO COM | $76.17万 | 0.01% | 4,341 | -1,946 | -31.0% | -$34.15万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $76.44万 | 0.01% | 34,187 | -6,183 | -15.3% | -$13.83万 | 减仓 |
| CAOS | ALPHA ARCHITECT TAIL RISK ETF | $76.84万 | 0.01% | 8,504 | 8,504 | — | $76.84万 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $77.01万 | 0.01% | 18,082 | -124 | -0.7% | -$5,281 | 减仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $77.48万 | 0.01% | 13,713 | -1,355 | -9.0% | -$7.66万 | 减仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $77.53万 | 0.01% | 20,822 | -474 | -2.2% | -$1.76万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $77.76万 | 0.01% | 19,133 | 1 | 0.0% | $41 | 加仓 |
| — | WEBSTER FINL CORP COM | $77.81万 | 0.01% | 10,182 | -477 | -4.5% | -$3.65万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $77.90万 | 0.01% | 980 | 25 | 2.6% | $1.99万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $78.08万 | 0.01% | 60,571 | -10,842 | -15.2% | -$13.98万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $78.12万 | 0.01% | 1,213 | -27 | -2.2% | -$1.74万 | 减仓 |
| SECU | ISHARES SECURITIZED INCOME ACTIVE ETF | $78.16万 | 0.01% | 15,676 | 15,676 | — | $78.16万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $78.22万 | 0.01% | 9,897 | -1,670 | -14.4% | -$13.20万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $78.31万 | 0.01% | 10,056 | -317 | -3.1% | -$2.47万 | 减仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $78.64万 | 0.01% | 15,355 | 455 | 3.1% | $2.33万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $78.95万 | 0.01% | 9,555 | -39 | -0.4% | -$3,222 | 减仓 |