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
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $156.30万0.03%31,505 -47-0.1% -$2,332 减仓
SAP SAP SE SPON ADR $156.58万0.03%9,145 1,53520.2% $26.28万 加仓
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $157.48万0.03%24,329 -238-1.0% -$1.54万 减仓
USRT ISHARES CORE U.S. REIT ETF $157.94万0.03%26,683 26,683— $157.94万 新建仓
ADP AUTOMATIC DATA PROCESSING INC COM $158.14万0.03%7,783 -635-7.5% -$12.90万 减仓
BHP BHP BILLITON LIMITED SPONSORED ADS $158.53万0.03%21,795 -20-0.1% -$1,455 减仓
NXT NEXTPOWER INC CLASS A COM $159.22万0.03%13,208 -7,453-36.1% -$89.84万 减仓
RWL INVESCO S&P 500 REVENUE ETF $159.61万0.03%13,890 11,022384.3% $126.65万 加仓
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND $159.81万0.03%55,664 -5,624-9.2% -$16.15万 减仓
IEUR ISHARES CORE MSCI EUROPE ETF $160.02万0.03%22,772 2,67113.3% $18.77万 加仓
PRU PRUDENTIAL FINL INC COM $160.20万0.03%16,399 4592.9% $4.48万 加仓
BUFD FT VEST LADDERED DEEP BUFFER ETF $160.50万0.03%57,321 6,94513.8% $19.45万 加仓
IT GARTNER INC COM $160.82万0.03%10,156 3,67956.8% $58.26万 加仓
CME CME GROUP INC COM $160.95万0.03%5,449 64713.5% $19.11万 加仓
AXON AXON ENTERPRISE INC COM $161.04万0.03%3,792 1273.5% $5.39万 加仓
SNOW SNOWFLAKE INC COM SHS $161.48万0.03%10,707 7,422225.9% $111.94万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY $162.03万0.03%44,852 -1,127-2.5% -$4.07万 减仓
ECL ECOLAB INC COM $162.37万0.03%6,104 -15-0.2% -$3,990 减仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $162.51万0.03%35,229 24,297222.3% $112.08万 加仓
SPY STATE STREET SPDR S&P 500 ETF 看涨期权 $162.59万0.03%2,500 -300-10.7% -$19.51万 减仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $162.74万0.03%14,122 3622.6% $4.17万 加仓
FXU FIRST TRUST UTILITIES ALPHADEX FUND $163.41万0.03%32,951 -46,171-58.4% -$228.96万 减仓
VRTX VERTEX PHARMACEUTICALS INC COM $164.52万0.03%3,684 -281-7.1% -$12.55万 减仓
SHOP SHOPIFY INC CL A SUB VTG SHS $164.53万0.03%13,870 -232-1.6% -$2.75万 减仓
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND $165.74万0.03%13,593 -1,136-7.7% -$13.85万 减仓
— FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE $165.86万0.03%35,260 -1,460-4.0% -$6.87万 减仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $166.07万0.03%15,666 8,046105.6% $85.29万 加仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $166.42万0.03%15,161 9,217155.1% $101.18万 加仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $166.84万0.03%15,103 4,32640.1% $47.79万 加仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $167.81万0.03%18,971 -5,293-21.8% -$46.82万 减仓
FXO FIRST TRUST FINANCIALS ALPHADEX FUND $168.15万0.03%29,925 -21,884-42.2% -$122.97万 减仓
MAR MARRIOTT INTL INC NEW CL A $168.57万0.03%5,154 3387.0% $11.05万 加仓
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX $168.73万0.03%10,315 8,863610.4% $144.98万 加仓
SCHX SCHWAB U.S. LARGE-CAP ETF $169.68万0.03%66,179 26,58967.2% $68.17万 加仓
SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF $169.79万0.03%82,263 68,491497.3% $141.37万 加仓
FMDE FIDELITY ENHANCED MID CAP ETF $170.04万0.03%47,286 38,271424.5% $137.62万 加仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $170.17万0.03%22,049 2,62013.5% $20.22万 加仓
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY $170.19万0.03%41,418 3,95510.6% $16.25万 加仓
NSC NORFOLK SOUTHN CORP COM $170.47万0.03%5,940 61711.6% $17.71万 加仓
AEM AGNICO EAGLE MINES LTD COM $171.32万0.03%8,440 7119.2% $14.43万 加仓
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF $172.77万0.03%60,094 -1,074-1.8% -$3.09万 减仓
NTAP NETAPP INC COM $172.95万0.03%16,891 7,16573.7% $73.36万 加仓
MSI MOTOROLA SOLUTIONS INC COM NEW $173.56万0.03%4,000 -1-0.0% -$434 减仓
SNY SANOFI SA SPONSORED ADR $174.15万0.03%36,146 3150.9% $1.52万 加仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $174.15万0.03%44,179 5791.3% $2.28万 加仓
NOV NOV INC COM $174.17万0.03%92,595 4,7365.4% $8.91万 加仓
VV VANGUARD LARGE-CAP ETF $174.57万0.03%5,841 270.5% $8,070 加仓
KVUE KENVUE INC COM $175.13万0.03%101,584 -3,003-2.9% -$5.18万 减仓
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF $175.20万0.03%83,587 21,79835.3% $45.69万 加仓
SSNC SS&C TECH HLDGS COM $175.53万0.03%25,978 11,54880.0% $78.03万 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $175.76万0.03%14,999 10,776255.2% $126.28万 加仓
VMC VULCAN MATLS CO COM $176.04万0.03%6,465 1,14721.6% $31.23万 加仓
AJG GALLAGHER ARTHUR J & CO COM $177.21万0.03%8,182 3804.9% $8.23万 加仓
— THOMSON REUTERS CORP COM $177.52万0.03%19,729 19,729— $177.52万 新建仓
UL UNILEVER PLC SPON ADR NEW $177.63万0.03%31,179 17,918135.1% $102.08万 加仓
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH $178.31万0.03%42,770 1,9084.7% $7.95万 加仓
ETG EATON VANCE TX ADV GLBL DIV FD COM $178.62万0.03%88,776 88,776— $178.62万 新建仓
MAIN MAIN STR CAP CORP COM $178.72万0.03%33,747 1,1993.7% $6.35万 加仓
VXF VANGUARD EXTENDED MARKET ETF $178.75万0.03%8,685 -87-1.0% -$1.79万 减仓
LIN LINDE PLC SHS $179.37万0.03%3,618 34310.5% $17.01万 加仓
VHT VANGUARD HEALTH CARE ETF $179.96万0.03%6,608 5599.2% $15.22万 加仓
TRV TRAVELERS COMPANIES INC COM $180.78万0.03%6,198 -23-0.4% -$6,709 减仓
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF $181.03万0.03%35,612 26,616295.9% $135.30万 加仓
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF $181.12万0.03%15,000 1,1868.6% $14.32万 加仓
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF $181.59万0.03%29,409 2,1818.0% $13.47万 加仓
MELI MERCADOLIBRE INC COM $181.72万0.03%1,051 558113.2% $96.48万 加仓
AMP AMERIPRISE FINL INC COM $182.01万0.03%4,096 -55-1.3% -$2.44万 减仓
TYRA TYRA BIOSCIENCES INC COM $182.18万0.03%47,567 47,567— $182.18万 新建仓
CL COLGATE PALMOLIVE CO COM $182.48万0.03%21,410 2611.2% $2.22万 加仓
LNG CHENIERE ENERGY INC COM NEW $183.06万0.03%6,451 2203.5% $6.24万 加仓
DLR DIGITAL RLTY TR INC COM $184.00万0.03%10,210 2872.9% $5.17万 加仓
— HARBOR DIVIDEND GROWTH LEADERS ETF $184.25万0.03%110,531 -3,449-3.0% -$5.75万 减仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $185.03万0.03%23,523 14,228153.1% $111.92万 加仓
BKLN INVESCO SENIOR LOAN ETF $185.26万0.03%90,771 90,771— $185.26万 新建仓
IBB ISHARES BIOTECHNOLOGY ETF $185.37万0.03%10,978 550.5% $9,287 加仓
HWM HOWMET AEROSPACE INC COM $186.09万0.03%8,075 4025.2% $9.26万 加仓
BAX BAXTER INTL INC COM $188.20万0.03%112,025 23,00225.8% $38.64万 加仓
CPRT COPART INC COM $188.56万0.03%56,795 2,9415.5% $9.76万 加仓
SCHB SCHWAB U.S. BROAD MARKET ETF $188.61万0.03%75,144 35,82991.1% $89.93万 加仓
— BROOKSTONE VALUE STOCK ETF $188.77万0.03%58,075 -982-1.7% -$3.19万 减仓
HCA HCA HEALTHCARE INC COM $188.98万0.03%3,994 -147-3.5% -$6.96万 减仓
QBTS D-WAVE QUANTUM INC COM $189.07万0.03%131,025 -2,544-1.9% -$3.67万 减仓
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER $189.94万0.03%35,573 -1,441-3.9% -$7.69万 减仓
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND $190.30万0.03%23,313 -26,762-53.4% -$218.46万 减仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $190.52万0.03%36,248 420.1% $2,208 加仓
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF $191.05万0.03%30,354 30,354— $191.05万 新建仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $191.31万0.03%33,858 -7,693-18.5% -$43.47万 减仓
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF $191.36万0.03%38,737 25,126184.6% $124.12万 加仓
PPA INVESCO AEROSPACE & DEFENSE ETF $191.81万0.03%11,576 3873.5% $6.41万 加仓
EXE EXPAND ENERGY CORPORATION COM $191.87万0.03%17,478 1,2427.6% $13.63万 加仓
EMR EMERSON ELEC CO COM $192.24万0.03%14,673 1,64812.7% $21.59万 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $192.64万0.03%16,773 16,773— $192.64万 新建仓
FTSL FIRST TRUST SENIOR LOAN FUND $192.90万0.03%43,058 43,058— $192.90万 新建仓
IYH ISHARES U.S. HEALTHCARE ETF $193.42万0.03%31,379 9873.2% $6.08万 加仓
— STATE STREET INDUSTRIAL SELECT SECTOR SPDR PREMIUM INCOME ETF $193.67万0.03%80,271 80,271— $193.67万 新建仓
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST $194.01万0.03%20,480 6,80749.8% $64.49万 加仓
KKR KKR & CO INC COM $194.10万0.03%20,983 1,5968.2% $14.76万 加仓
ALL ALLSTATE CORP COM $194.57万0.03%9,384 1,32516.4% $27.47万 加仓
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF $196.02万0.03%72,979 2680.4% $7,198 加仓
AMLP ALERIAN MLP ETF $196.40万0.03%37,309 7,12423.6% $37.50万 加仓