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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC COM | $95.59万 | 0.02% | 64,717 | 6,144 | 10.5% | $9.07万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $95.63万 | 0.02% | 31,583 | -9,112 | -22.4% | -$27.59万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $95.66万 | 0.02% | 14,389 | -5,392 | -27.3% | -$35.85万 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $95.74万 | 0.02% | 26,983 | 691 | 2.6% | $2.45万 | 加仓 |
| — | MCCORMICK & CO INC COM VTG | $95.83万 | 0.02% | 19,021 | -1,343 | -6.6% | -$6.77万 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $95.93万 | 0.02% | 34,422 | -16,326 | -32.2% | -$45.50万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $96.04万 | 0.02% | 10,466 | 1,462 | 16.2% | $13.42万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $96.48万 | 0.02% | 19,370 | 3,204 | 19.8% | $15.96万 | 加仓 |
| OKTA | OKTA INC CL A | $96.77万 | 0.02% | 12,295 | 7,028 | 133.4% | $55.32万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $96.77万 | 0.02% | 19,102 | -10,911 | -36.4% | -$55.28万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $96.99万 | 0.02% | 20,028 | 95 | 0.5% | $4,601 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $97.30万 | 0.02% | 4,318 | 74 | 1.7% | $1.67万 | 加仓 |
| HPQ | HP INC COM | $97.37万 | 0.02% | 50,689 | -31,581 | -38.4% | -$60.67万 | 减仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $97.47万 | 0.02% | 11,212 | 2,512 | 28.9% | $21.84万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $97.99万 | 0.02% | 10,463 | 723 | 7.4% | $6.77万 | 加仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $97.99万 | 0.02% | 7,638 | 349 | 4.8% | $4.48万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $98.02万 | 0.02% | 20,895 | -8,833 | -29.7% | -$41.43万 | 减仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $98.10万 | 0.02% | 17,902 | -611 | -3.3% | -$3.35万 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $98.16万 | 0.02% | 15,155 | 2,133 | 16.4% | $13.82万 | 加仓 |
| RRC | RANGE RES CORP COM | $98.47万 | 0.02% | 21,795 | 94 | 0.4% | $4,247 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $98.49万 | 0.02% | 2,997 | 55 | 1.9% | $1.81万 | 加仓 |
| ILMN | ILLUMINA INC COM | $98.62万 | 0.02% | 8,001 | 124 | 1.6% | $1.53万 | 加仓 |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $98.99万 | 0.02% | 43,038 | 9,371 | 27.8% | $21.55万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $99.18万 | 0.02% | 6,858 | 55 | 0.8% | $7,954 | 加仓 |
| LEN | LENNAR CORP CL A | $99.36万 | 0.02% | 11,441 | 1,809 | 18.8% | $15.71万 | 加仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $99.41万 | 0.02% | 8,561 | 758 | 9.7% | $8.80万 | 加仓 |
| EBAY | EBAY INC. COM | $99.87万 | 0.02% | 10,972 | -2,015 | -15.5% | -$18.34万 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $100.07万 | 0.02% | 10,580 | 10,580 | — | $100.07万 | 新建仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $100.08万 | 0.02% | 12,420 | 8,866 | 249.5% | $71.44万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $100.37万 | 0.02% | 42,156 | -788 | -1.8% | -$1.88万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM 看涨期权 | $100.44万 | 0.02% | 1,300 | 900 | 225.0% | $69.54万 | 加仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $100.60万 | 0.02% | 32,442 | 1,609 | 5.2% | $4.99万 | 加仓 |
| MDB | MONGODB INC CL A | $100.76万 | 0.02% | 4,116 | 1,982 | 92.9% | $48.52万 | 加仓 |
| KEY | KEYCORP COM | $100.86万 | 0.02% | 50,303 | -1,998 | -3.8% | -$4.01万 | 减仓 |
| MODL | VICTORYSHARES WESTEND U.S. SECTOR ETF | $101.05万 | 0.02% | 22,611 | 1,142 | 5.3% | $5.10万 | 加仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $101.64万 | 0.02% | 16,140 | -410 | -2.5% | -$2.58万 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $101.93万 | 0.02% | 22,082 | 5,400 | 32.4% | $24.93万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $101.97万 | 0.02% | 19,884 | 19,884 | — | $101.97万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $102.05万 | 0.02% | 13,561 | 1,312 | 10.7% | $9.87万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $102.90万 | 0.02% | 10,977 | 10,977 | — | $102.90万 | 新建仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $102.93万 | 0.02% | 12,882 | 524 | 4.2% | $4.19万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $103.09万 | 0.02% | 3,747 | -104 | -2.7% | -$2.86万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $103.47万 | 0.02% | 10,273 | -1,443 | -12.3% | -$14.53万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $103.74万 | 0.02% | 7,789 | 1,285 | 19.8% | $17.11万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $104.08万 | 0.02% | 58,634 | 3,302 | 6.0% | $5.86万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $104.12万 | 0.02% | 5,331 | -1,025 | -16.1% | -$20.02万 | 减仓 |
| NUE | NUCOR CORP COM | $104.88万 | 0.02% | 6,202 | 452 | 7.9% | $7.64万 | 加仓 |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | $105.01万 | 0.02% | 4,113 | 218 | 5.6% | $5.57万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $105.13万 | 0.02% | 25,913 | 14,461 | 126.3% | $58.67万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $105.58万 | 0.02% | 12,503 | 2,752 | 28.2% | $23.24万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $105.62万 | 0.02% | 13,279 | 13,279 | — | $105.62万 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $105.91万 | 0.02% | 22,767 | 1,953 | 9.4% | $9.09万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $106.02万 | 0.02% | 30,103 | 30,103 | — | $106.02万 | 新建仓 |
| — | KENSINGTON CREDIT OPPORTUNITIES ETF | $106.52万 | 0.02% | 43,162 | -558 | -1.3% | -$1.38万 | 减仓 |
| BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | $106.52万 | 0.02% | 24,759 | 679 | 2.8% | $2.92万 | 加仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $106.58万 | 0.02% | 11,407 | 61 | 0.5% | $5,699 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $106.58万 | 0.02% | 17,888 | 17,888 | — | $106.58万 | 新建仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $106.99万 | 0.02% | 31,970 | 3,544 | 12.5% | $11.86万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $107.56万 | 0.02% | 13,436 | 11,462 | 580.6% | $91.75万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $108.03万 | 0.02% | 783 | 78 | 11.1% | $10.76万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $108.20万 | 0.02% | 41,140 | 41,140 | — | $108.20万 | 新建仓 |
| SUI | SUN CMNTYS INC COM | $108.56万 | 0.02% | 8,619 | 936 | 12.2% | $11.79万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $108.62万 | 0.02% | 14,942 | 1,620 | 12.2% | $11.78万 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $108.64万 | 0.02% | 22,442 | -18,045 | -44.6% | -$87.36万 | 减仓 |
| GDE | WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND | $109.70万 | 0.02% | 17,441 | 17,441 | — | $109.70万 | 新建仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $109.95万 | 0.02% | 22,906 | -752 | -3.2% | -$3.61万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $110.06万 | 0.02% | 24,540 | 4,908 | 25.0% | $22.01万 | 加仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $110.18万 | 0.02% | 12,168 | 8,644 | 245.3% | $78.27万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $111.10万 | 0.02% | 16,972 | -520 | -3.0% | -$3.40万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $111.54万 | 0.02% | 40,963 | 20,834 | 103.5% | $56.73万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $111.56万 | 0.02% | 16,103 | -1,677 | -9.4% | -$11.62万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $111.69万 | 0.02% | 22,564 | 6,280 | 38.6% | $31.09万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $111.78万 | 0.02% | 47,768 | -405 | -0.8% | -$9,477 | 减仓 |
| BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | $111.87万 | 0.02% | 23,451 | 248 | 1.1% | $1.18万 | 重新持有 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $111.92万 | 0.02% | 21,029 | -25,244 | -54.6% | -$134.35万 | 减仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $111.96万 | 0.02% | 9,516 | 571 | 6.4% | $6.72万 | 加仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $112.27万 | 0.02% | 22,236 | 3,665 | 19.7% | $18.51万 | 加仓 |
| — | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | $112.46万 | 0.02% | 11,520 | -22,425 | -66.1% | -$218.92万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $112.92万 | 0.02% | 2,848 | 410 | 16.8% | $16.26万 | 加仓 |
| TRGP | TARGA RES CORP COM | $112.97万 | 0.02% | 4,505 | 2,869 | 175.4% | $71.95万 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $112.98万 | 0.02% | 23,585 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A 看涨期权 | $113.03万 | 0.02% | 5,700 | 300 | 5.6% | $5.95万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $113.08万 | 0.02% | 6,519 | -518 | -7.4% | -$8.99万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CORP COM NEW | $113.84万 | 0.02% | 101,284 | -1,661 | -1.6% | -$1.87万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $114.17万 | 0.02% | 3,561 | -737 | -17.1% | -$23.63万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $114.45万 | 0.02% | 5,840 | -405 | -6.5% | -$7.94万 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $114.52万 | 0.02% | 24,455 | 9,102 | 59.3% | $42.62万 | 加仓 |
| QXO | QXO INC COM NEW | $114.66万 | 0.02% | 59,040 | 8,644 | 17.2% | $16.79万 | 加仓 |
| KR | KROGER CO COM | $114.74万 | 0.02% | 15,857 | -5,646 | -26.3% | -$40.85万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $115.08万 | 0.02% | 8,456 | 13 | 0.2% | $1,769 | 加仓 |
| WTPI | WISDOMTREE EQUITY PREMIUM INCOME FUND | $115.29万 | 0.02% | 36,130 | -2,474 | -6.4% | -$7.89万 | 减仓 |
| LNC | LINCOLN NATL CORP IND COM | $115.94万 | 0.02% | 32,658 | -1,434 | -4.2% | -$5.09万 | 减仓 |
| SYY | SYSCO CORP COM | $116.12万 | 0.02% | 16,279 | 3,146 | 24.0% | $22.44万 | 加仓 |
| CTVA | CORTEVA INC COM | $116.22万 | 0.02% | 13,883 | -478 | -3.3% | -$4.00万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $116.51万 | 0.02% | 73,370 | 10,587 | 16.9% | $16.81万 | 加仓 |
| IOT | SAMSARA INC COM CL A 看涨期权 | $116.62万 | 0.02% | 36,800 | 35,000 | 1,944.4% | $110.92万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $116.73万 | 0.02% | 16,844 | 4,040 | 31.6% | $28.00万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $116.79万 | 0.02% | 10,885 | 541 | 5.2% | $5.80万 | 加仓 |
| MTZ | MASTEC INC COM | $117.24万 | 0.02% | 3,644 | -575 | -13.6% | -$18.50万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $117.32万 | 0.02% | 14,961 | 11,183 | 296.0% | $87.69万 | 加仓 |