13F 机构持仓

Arkadios Wealth Advisors

ATLANTA GA · SEC CIK 0001800798

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$66.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.9%
NVDA 2.4%
IVV 1.7%
MSFT 1.4%
AMZN 1.3%
CARY 1.2%
GOOGL 1.2%
JPM 1.0%
IVW 0.9%
FBND 0.9%

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
MSIF MSC INCOME FUND INC COM $117.47万0.02%96,445 5,2495.8% $6.39万 加仓
TTD THE TRADE DESK INC COM CL A $117.48万0.02%51,778 22,73178.3% $51.58万 加仓
ENB ENBRIDGE INC COM $117.49万0.02%21,700 2,63613.8% $14.27万 加仓
EME EMCOR GROUP INC COM $117.66万0.02%1,593 27420.8% $20.24万 加仓
IGM ISHARES EXPANDED TECH SECTOR ETF $118.33万0.02%9,985 2,13727.2% $25.33万 加仓
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY $118.37万0.02%29,518 5,54223.1% $22.22万 重新持有
RBLX ROBLOX CORP CL A $118.82万0.02%21,008 13,893195.3% $78.58万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH $119.28万0.02%29,459 -500-1.7% -$2.02万 减仓
KHC KRAFT HEINZ CO COM $119.66万0.02%53,207 -3,524-6.2% -$7.93万 减仓
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND $120.19万0.02%7,565 -1,403-15.6% -$22.29万 减仓
ACEL ACCEL ENTERTAINMENT INC COM CL A1 $120.26万0.02%110,232 210.0% $229 加仓
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF $120.62万0.02%16,897 -771-4.4% -$5.50万 减仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $121.17万0.02%86,306 -140-0.2% -$1,966 减仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $121.55万0.02%29,769 5,04520.4% $20.60万 加仓
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER $121.61万0.02%28,614 2,0197.6% $8.58万 加仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $121.67万0.02%23,750 3,43016.9% $17.57万 加仓
FMB FIRST TRUST MANAGED MUNICIPAL ETF $121.76万0.02%24,034 3,31316.0% $16.78万 加仓
ALLE ALLEGION PLC ORD SHS $122.10万0.02%8,404 2743.4% $3.98万 加仓
DAR DARLING INGREDIENTS INC COM $123.62万0.02%19,987 -11,046-35.6% -$68.32万 减仓
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF $123.75万0.02%43,088 -145-0.3% -$4,164 减仓
EHC ENCOMPASS HEALTH CORP COM $123.78万0.02%12,797 1,1029.4% $10.66万 加仓
CGCP CAPITAL GROUP CORE PLUS INCOME ETF $124.22万0.02%55,603 27,72599.5% $61.94万 加仓
— FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF $124.32万0.02%23,025 23,025— $124.32万 新建仓
— BLUEROCK HOMES TRUST INC COM CL A $124.56万0.02%109,651 -3,444-3.0% -$3.91万 减仓
RELX RELX PLC SPONSORED ADR $125.35万0.02%37,812 22,689150.0% $75.21万 加仓
ICF ISHARES SELECT U.S. REIT ETF $125.47万0.02%20,272 -4,030-16.6% -$24.94万 减仓
NRG NRG ENERGY INC COM NEW $125.60万0.02%8,595 -817-8.7% -$11.94万 减仓
HALO HALOZYME THERAPEUTICS INC COM $126.82万0.02%19,622 -852-4.2% -$5.51万 减仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $126.91万0.02%15,185 3,61731.3% $30.23万 加仓
BYLD ISHARES YIELD OPTIMIZED BOND ETF $127.30万0.02%56,501 1,0441.9% $2.35万 加仓
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY $127.56万0.02%23,919 23,919— $127.56万 新建仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $127.71万0.02%11,642 -1,586-12.0% -$17.40万 减仓
FLTR VANECK IG FLOATING RATE ETF $128.10万0.02%50,275 3,1316.6% $7.98万 加仓
AFL AFLAC INC COM $128.16万0.02%11,682 2,95233.8% $32.39万 加仓
SPG SIMON PPTY GROUP INC NEW COM $128.87万0.02%6,908 230.3% $4,291 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $128.94万0.02%3,591 100.3% $3,591 加仓
DG DOLLAR GEN CORP COM $129.37万0.02%10,896 2972.8% $3.53万 加仓
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF $129.68万0.02%33,618 2,0106.4% $7.75万 加仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $130.29万0.02%11,802 2,61528.5% $28.87万 加仓
HSY HERSHEY CO COM $130.71万0.02%6,287 -451-6.7% -$9.38万 减仓
VFC V F CORP COM $131.18万0.02%77,213 4,8456.7% $8.23万 加仓
WEC WEC ENERGY GROUP INC COM $131.52万0.02%11,361 -782-6.4% -$9.05万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A 看涨期权 $131.65万0.02%9,000 00.0% — 不变
VALE VALE S A SPONSORED ADS $131.83万0.02%82,860 6,5448.6% $10.41万 加仓
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $131.86万0.02%52,512 52,512— $131.86万 新建仓
CMCSA COMCAST CORP NEW CL A $132.54万0.02%46,167 -10,503-18.5% -$30.15万 减仓
— DUPONT DE NEMOURS INC COM $132.69万0.02%28,972 6122.2% $2.80万 加仓
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $133.10万0.02%32,415 32,415— $133.10万 新建仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY $133.25万0.02%37,849 1,2523.4% $4.41万 加仓
SU SUNCOR ENERGY INC NEW COM $133.44万0.02%20,184 1,5018.0% $9.92万 加仓
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF $133.47万0.02%15,167 15,167— $133.47万 新建仓
ABNB AIRBNB INC COM CL A $134.09万0.02%10,619 5,956127.7% $75.21万 加仓
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND $134.47万0.02%14,562 1,1808.8% $10.90万 加仓
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER $134.89万0.02%28,110 4,54619.3% $21.81万 加仓
FENY FIDELITY MSCI ENERGY INDEX ETF $135.36万0.02%39,788 -9,344-19.0% -$31.79万 减仓
VST VISTRA CORP COM $136.93万0.02%9,109 2,65541.1% $39.91万 加仓
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER $137.03万0.02%33,537 1,3764.3% $5.62万 加仓
SPYI NEOS S&P 500 HIGH INCOME ETF $137.28万0.02%27,806 5,98827.4% $29.56万 加仓
EOG EOG RES INC COM $137.28万0.02%9,496 -11,797-55.4% -$170.55万 减仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $137.62万0.02%18,069 -654-3.5% -$4.98万 减仓
MDLZ MONDELEZ INTL INC CL A $139.19万0.02%24,149 -1,765-6.8% -$10.17万 减仓
QQQM INVESCO NASDAQ 100 ETF $139.46万0.02%5,869 2,15858.2% $51.28万 加仓
AON AON PLC SHS CL A $139.87万0.02%4,334 942.2% $3.03万 加仓
EIX EDISON INTL COM $140.40万0.02%19,186 -640-3.2% -$4.68万 减仓
PSN PARSONS CORP DEL COM $141.69万0.02%26,157 -1,780-6.4% -$9.64万 减仓
DY DYCOM INDS INC COM $142.54万0.02%4,207 -376-8.2% -$12.74万 减仓
NTR NUTRIEN LTD COM $142.77万0.02%18,920 -704-3.6% -$5.31万 减仓
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF $142.85万0.02%33,564 20,981166.7% $89.30万 加仓
APO APOLLO GLOBAL MGMT INC COM $142.88万0.02%12,823 6625.4% $7.38万 加仓
JIVE JPMORGAN INTERNATIONAL VALUE ETF $143.51万0.02%16,758 16,758— $143.51万 新建仓
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $143.52万0.02%21,069 -685-3.1% -$4.67万 减仓
XEL XCEL ENERGY INC COM $144.71万0.02%18,217 -171-0.9% -$1.36万 减仓
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF $144.88万0.02%29,653 -2,000-6.3% -$9.77万 减仓
JQUA JPMORGAN U.S. QUALITY FACTOR ETF $145.66万0.02%23,754 -1,899-7.4% -$11.64万 减仓
ORLY OREILLY AUTOMOTIVE INC COM $146.57万0.02%15,878 1,1758.0% $10.85万 加仓
DECK DECKERS OUTDOOR CORP COM $146.78万0.02%14,665 -160-1.1% -$1.60万 减仓
— RIVERNORTH MANAGED DUR MUN INM COM $147.16万0.02%107,967 107,967— $147.16万 新建仓
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF $148.16万0.02%32,348 6,49225.1% $29.73万 加仓
SRE SEMPRA COM $148.62万0.02%15,295 -441-2.8% -$4.29万 减仓
CCJ CAMECO CORP COM $148.75万0.02%13,696 -598-4.2% -$6.49万 减仓
EXPO EXPONENT INC COM $149.21万0.02%22,868 -355-1.5% -$2.32万 减仓
ARTY ISHARES FUTURE AI & TECH ETF $149.97万0.02%32,232 3371.1% $1.57万 加仓
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $150.22万0.02%61,589 -27,561-30.9% -$67.22万 减仓
APTV APTIV PLC COM SHS $150.33万0.02%21,649 2,32412.0% $16.14万 加仓
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF $150.65万0.02%42,401 25,207146.6% $89.56万 加仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $150.85万0.02%21,745 770.4% $5,342 加仓
MLRG ISHARES MORNINGSTAR U.S. EQUITY ETF $151.14万0.02%16,819 16,819— $151.14万 新建仓
ICVT ISHARES CONVERTIBLE BOND ETF $151.15万0.02%14,849 4513.1% $4.59万 加仓
ELAN ELANCO ANIMAL HEALTH INC COM $151.85万0.02%63,457 10,58920.0% $25.34万 加仓
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT $152.04万0.02%46,582 -9,955-17.6% -$32.49万 减仓
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER $152.14万0.02%35,291 6,18721.3% $26.67万 加仓
IFRA ISHARES U.S. INFRASTRUCTURE ETF $152.63万0.02%26,683 20,900361.4% $119.55万 加仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $152.82万0.02%38,368 -6,611-14.7% -$26.33万 减仓
AAP ADVANCE AUTO PARTS INC COM $152.99万0.02%29,002 1,0353.7% $5.46万 加仓
MNDY MONDAY COM LTD SHS $153.35万0.03%22,190 22,190— $153.35万 新建仓
RDDT REDDIT INC CL A $153.74万0.03%11,418 1321.2% $1.78万 加仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $155.37万0.03%43,230 36,602552.2% $131.55万 加仓
HRL HORMEL FOODS CORP COM $155.59万0.03%68,695 28,10269.2% $63.65万 加仓
CLF CLEVELAND-CLIFFS INC NEW COM $156.07万0.03%184,698 -15,822-7.9% -$13.37万 减仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $156.24万0.03%91,103 25,18038.2% $43.18万 加仓