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 |
|---|---|---|---|---|---|---|---|---|
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $196.49万 | 0.03% | 37,283 | 5,397 | 16.9% | $28.44万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $197.58万 | 0.03% | 58,908 | 58,908 | — | $197.58万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $197.61万 | 0.03% | 24,582 | -8,665 | -26.1% | -$69.66万 | 减仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $197.72万 | 0.03% | 72,826 | 2,284 | 3.2% | $6.20万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $198.31万 | 0.03% | 12,953 | 3,913 | 43.3% | $59.91万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $198.64万 | 0.03% | 42,191 | 42,191 | — | $198.64万 | 新建仓 |
| TKR | TIMKEN CO COM | $198.89万 | 0.03% | 19,777 | -707 | -3.5% | -$7.11万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $200.86万 | 0.03% | 162,902 | 57,253 | 54.2% | $70.59万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $201.03万 | 0.03% | 10,163 | -1,724 | -14.5% | -$34.10万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $201.61万 | 0.03% | 25,340 | 9,252 | 57.5% | $73.61万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $201.69万 | 0.03% | 11,234 | -7,202 | -39.1% | -$129.30万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $202.89万 | 0.03% | 24,518 | 2,621 | 12.0% | $21.69万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $204.24万 | 0.03% | 9,456 | -1,270 | -11.8% | -$27.43万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $205.55万 | 0.03% | 22,593 | -553 | -2.4% | -$5.03万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $205.58万 | 0.03% | 3,492 | 39 | 1.1% | $2.30万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $206.57万 | 0.03% | 40,656 | 17,644 | 76.7% | $89.65万 | 加仓 |
| KFY | KORN FERRY COM NEW | $207.29万 | 0.03% | 32,929 | -3,521 | -9.7% | -$22.16万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $207.61万 | 0.03% | 46,301 | -4,537 | -8.9% | -$20.34万 | 重新持有 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $207.89万 | 0.03% | 21,718 | 7,781 | 55.8% | $74.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $208.05万 | 0.03% | 4,992 | -278 | -5.3% | -$11.59万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $208.51万 | 0.03% | 25,644 | 1,658 | 6.9% | $13.48万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $209.53万 | 0.03% | 41,998 | 19,794 | 89.1% | $98.75万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $211.51万 | 0.03% | 14,956 | 1,511 | 11.2% | $21.37万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $211.53万 | 0.03% | 52,179 | 22,187 | 74.0% | $89.94万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $211.90万 | 0.03% | 40,602 | -5,009 | -11.0% | -$26.14万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $212.03万 | 0.03% | 20,050 | -1,137 | -5.4% | -$12.02万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $212.97万 | 0.03% | 14,613 | 939 | 6.9% | $13.69万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $213.68万 | 0.03% | 16,295 | 1,022 | 6.7% | $13.40万 | 加仓 |
| D | DOMINION ENERGY INC COM | $214.44万 | 0.03% | 34,688 | -344 | -1.0% | -$2.13万 | 减仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $214.63万 | 0.04% | 16,904 | -1,017 | -5.7% | -$12.91万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $216.03万 | 0.04% | 24,934 | 3,673 | 17.3% | $31.82万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $217.40万 | 0.04% | 23,558 | 12,602 | 115.0% | $116.29万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $217.77万 | 0.04% | 19,381 | 436 | 2.3% | $4.90万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $218.73万 | 0.04% | 54,819 | 16,526 | 43.2% | $65.94万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $219.21万 | 0.04% | 11,562 | -32 | -0.3% | -$6,067 | 减仓 |
| FSK | FS KKR CAP CORP COM | $219.25万 | 0.04% | 215,374 | 709 | 0.3% | $7,218 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $219.43万 | 0.04% | 41,575 | 41,575 | — | $219.43万 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $219.84万 | 0.04% | 23,565 | -472 | -2.0% | -$4.40万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $220.68万 | 0.04% | 31,056 | 6,660 | 27.3% | $47.33万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $221.91万 | 0.04% | 23,792 | 11,979 | 101.4% | $111.73万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $222.58万 | 0.04% | 6,773 | 330 | 5.1% | $10.84万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $223.06万 | 0.04% | 24,065 | 14,509 | 151.8% | $134.48万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $223.93万 | 0.04% | 85,047 | 11,411 | 15.5% | $30.05万 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $224.32万 | 0.04% | 54,209 | 17,408 | 47.3% | $72.03万 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $225.20万 | 0.04% | 101,259 | 16,188 | 19.0% | $36.00万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $226.10万 | 0.04% | 11,960 | -1,577 | -11.6% | -$29.81万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $226.50万 | 0.04% | 23,722 | 94 | 0.4% | $8,975 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $227.20万 | 0.04% | 29,327 | 5,391 | 22.5% | $41.76万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $227.22万 | 0.04% | 26,760 | 15,816 | 144.5% | $134.30万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $227.50万 | 0.04% | 47,347 | 29,280 | 162.1% | $140.69万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $227.54万 | 0.04% | 24,903 | -1,126 | -4.3% | -$10.29万 | 减仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $227.95万 | 0.04% | 42,143 | 42,143 | — | $227.95万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $228.71万 | 0.04% | 15,105 | -242 | -1.6% | -$3.66万 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $229.36万 | 0.04% | 37,950 | -4,903 | -11.4% | -$29.63万 | 减仓 |
| — | CION INVT CORP COM | $229.43万 | 0.04% | 335,418 | -7,960 | -2.3% | -$5.44万 | 减仓 |
| WPC | WP CAREY INC COM | $229.71万 | 0.04% | 33,801 | -4,153 | -10.9% | -$28.22万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $230.03万 | 0.04% | 50,779 | -1,348 | -2.6% | -$6.11万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $230.17万 | 0.04% | 11,608 | -226 | -1.9% | -$4.48万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $230.21万 | 0.04% | 50,430 | 33,477 | 197.5% | $152.82万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $232.30万 | 0.04% | 37,084 | 28,358 | 325.0% | $177.64万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $233.12万 | 0.04% | 96,014 | 3,390 | 3.7% | $8.23万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $234.28万 | 0.04% | 49,677 | 7,431 | 17.6% | $35.04万 | 加仓 |
| FDX | FEDEX CORP COM | $234.48万 | 0.04% | 6,583 | -555 | -7.8% | -$19.77万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $235.88万 | 0.04% | 28,595 | -3,894 | -12.0% | -$32.12万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $237.85万 | 0.04% | 29,382 | 115 | 0.4% | $9,309 | 加仓 |
| BAMG | BROOKSTONE GROWTH STOCK ETF | $238.16万 | 0.04% | 65,216 | -1,160 | -1.7% | -$4.24万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $239.53万 | 0.04% | 47,955 | 5,851 | 13.9% | $29.23万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $239.64万 | 0.04% | 21,714 | 3,074 | 16.5% | $33.92万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $241.43万 | 0.04% | 53,508 | 53,508 | — | $241.43万 | 新建仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $241.88万 | 0.04% | 57,290 | 57,290 | — | $241.88万 | 新建仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $242.40万 | 0.04% | 9,419 | 2,336 | 33.0% | $60.12万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $242.57万 | 0.04% | 65,207 | 24,613 | 60.6% | $91.56万 | 加仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $243.48万 | 0.04% | 13,661 | -16,934 | -55.3% | -$301.81万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $244.07万 | 0.04% | 43,137 | 6,892 | 19.0% | $38.99万 | 加仓 |
| FTNT | FORTINET INC COM | $244.70万 | 0.04% | 29,944 | -5,096 | -14.5% | -$41.64万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $245.43万 | 0.04% | 7,530 | -28 | -0.4% | -$9,126 | 减仓 |
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $245.49万 | 0.04% | 48,102 | 37,797 | 366.8% | $192.90万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $246.72万 | 0.04% | 27,370 | -87 | -0.3% | -$7,842 | 减仓 |
| GIS | GENERAL MILLS INC COM | $248.09万 | 0.04% | 66,655 | 1,291 | 2.0% | $4.81万 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $248.85万 | 0.04% | 23,123 | -6,633 | -22.3% | -$71.38万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $251.04万 | 0.04% | 75,228 | 1,869 | 2.5% | $6.24万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $251.35万 | 0.04% | 28,055 | 1,436 | 5.4% | $12.87万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $252.60万 | 0.04% | 82,818 | 2,366 | 2.9% | $7.22万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $253.95万 | 0.04% | 9,094 | -2,837 | -23.8% | -$79.22万 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $256.89万 | 0.04% | 18,066 | 10,882 | 151.5% | $154.74万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $258.60万 | 0.04% | 54,009 | 54,009 | — | $258.60万 | 新建仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $260.35万 | 0.04% | 56,316 | -143,583 | -71.8% | -$663.79万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $260.94万 | 0.04% | 49,664 | 25,550 | 106.0% | $134.24万 | 加仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $261.69万 | 0.04% | 30,246 | -758 | -2.4% | -$6.56万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $262.40万 | 0.04% | 23,562 | 9,926 | 72.8% | $110.54万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $263.53万 | 0.04% | 27,317 | 2,434 | 9.8% | $23.48万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $264.24万 | 0.04% | 3,873 | -111 | -2.8% | -$7.57万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $266.27万 | 0.04% | 13,428 | 207 | 1.6% | $4.10万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $266.35万 | 0.04% | 14,454 | 1,187 | 8.9% | $21.87万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $267.28万 | 0.04% | 66,504 | 34,607 | 108.5% | $139.09万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $269.54万 | 0.04% | 24,313 | 870 | 3.7% | $9.65万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $270.17万 | 0.04% | 45,962 | 575 | 1.3% | $3.38万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $271.29万 | 0.04% | 20,717 | 479 | 2.4% | $6.27万 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $272.15万 | 0.04% | 54,223 | -777 | -1.4% | -$3.90万 | 减仓 |
| — | CONCOURSE CAPITAL FOCUSED EQUITY ETF | $273.21万 | 0.04% | 106,100 | -3,066 | -2.8% | -$7.89万 | 减仓 |