13F 机构持仓

Arkadios Wealth Advisors

ATLANTA GA · SEC CIK 0001800798

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.0%
NVDA 2.6%
IVV 1.9%
AMZN 1.4%
MSFT 1.4%
GOOGL 1.4%
IVW 1.2%
SPY 1.1%
JPM 1.0%
QQQ 1.0%

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
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY $171.17万0.03%38,877 -2,541-6.1% -$11.19万 减仓
IT GARTNER INC COM $171.26万0.03%13,212 3,05630.1% $39.61万 加仓
CPRT COPART INC COM $172.16万0.03%61,072 4,2777.5% $12.06万 加仓
MLRG ISHARES MORNINGSTAR U.S. EQUITY ETF $172.56万0.03%16,648 -171-1.0% -$1.77万 减仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $172.85万0.03%22,536 4872.2% $3.74万 加仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $173.05万0.03%18,532 -439-2.3% -$4.10万 减仓
VTEB VANGUARD TAX-EXEMPT BOND ETF $173.16万0.03%34,235 -7,763-18.5% -$39.27万 减仓
CDX SIMPLIFY HIGH YIELD ETF $173.47万0.03%82,136 82,136— $173.47万 新建仓
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF $173.60万0.03%39,983 6,36518.9% $27.64万 加仓
SCHM SCHWAB U.S. MID-CAP ETF $173.69万0.03%47,108 18,84066.6% $69.46万 加仓
VMC VULCAN MATLS CO COM $174.06万0.03%5,901 -564-8.7% -$16.64万 减仓
QTUM DEFIANCE QUANTUM ETF $174.27万0.03%10,538 -347-3.2% -$5.74万 减仓
CHTR CHARTER COMMUNICATIONS INC CL A $174.62万0.03%12,279 10,528601.3% $149.72万 加仓
NOV NOV INC COM $174.89万0.03%94,282 1,6871.8% $3.13万 加仓
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH $175.09万0.03%39,578 -3,192-7.5% -$14.12万 减仓
GNRC GENERAC HLDGS INC COM $175.12万0.03%5,981 65012.2% $19.03万 加仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $175.71万0.03%21,260 -3,258-13.3% -$26.93万 减仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $175.90万0.03%38,992 -3,164-7.5% -$14.27万 减仓
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF $176.84万0.03%31,478 1,1243.7% $6.31万 加仓
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF $177.30万0.03%79,362 79,362— $177.30万 新建仓
AAP ADVANCE AUTO PARTS INC COM $178.00万0.03%28,609 -393-1.4% -$2.45万 减仓
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $178.07万0.03%23,654 -675-2.8% -$5.08万 减仓
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND $178.58万0.03%15,546 5,08348.6% $58.39万 加仓
ICVT ISHARES CONVERTIBLE BOND ETF $178.92万0.03%14,696 -153-1.0% -$1.86万 减仓
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $179.06万0.03%68,267 27,12765.9% $71.15万 加仓
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF $179.46万0.03%62,192 2,0983.5% $6.05万 加仓
BHP BHP BILLITON LIMITED SPONSORED ADS $179.60万0.03%21,558 -237-1.1% -$1.97万 减仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $180.94万0.03%34,524 -1,724-4.8% -$9.04万 减仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $181.15万0.03%43,979 -200-0.5% -$8,238 减仓
AJG GALLAGHER ARTHUR J & CO COM $181.83万0.03%7,920 -262-3.2% -$6.02万 减仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $182.33万0.03%44,821 1,5913.7% $6.47万 加仓
MLM MARTIN MARIETTA MATLS INC COM $182.44万0.03%3,163 -329-9.4% -$18.98万 减仓
SSNC SS&C TECH HLDGS COM $182.45万0.03%29,404 3,42613.2% $21.26万 加仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $183.36万0.03%22,253 5082.3% $4.19万 加仓
NSC NORFOLK SOUTHN CORP COM $183.84万0.03%5,844 -96-1.6% -$3.02万 减仓
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $183.93万0.03%54,972 -3,936-6.7% -$13.17万 减仓
EIX EDISON INTL COM $184.37万0.03%24,765 5,57929.1% $41.54万 加仓
MELI MERCADOLIBRE INC COM $185.35万0.03%1,092 413.9% $6.96万 加仓
BYLD ISHARES YIELD OPTIMIZED BOND ETF $186.64万0.03%82,400 25,89945.8% $58.66万 加仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $188.01万0.03%51,665 28,544123.5% $103.87万 加仓
VOLT TEMA ELECTRIFICATION ETF $188.03万0.03%44,886 44,886— $188.03万 新建仓
LIN LINDE PLC SHS $188.68万0.03%3,636 180.5% $9,341 加仓
AMP AMERIPRISE FINL INC COM $188.79万0.03%4,115 190.5% $8,717 加仓
SNEX STONEX GROUP INC COM $189.27万0.03%15,972 15,972— $189.27万 新建仓
MTBA SIMPLIFY MBS ETF $189.76万0.03%38,672 38,672— $189.76万 新建仓
— HARBOR DIVIDEND GROWTH LEADERS ETF $191.44万0.03%103,807 -6,724-6.1% -$12.40万 减仓
EMR EMERSON ELEC CO COM $192.74万0.03%13,464 -1,209-8.2% -$17.31万 减仓
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $193.40万0.03%20,680 -3,112-13.1% -$29.10万 减仓
USRT ISHARES CORE U.S. REIT ETF $193.84万0.03%29,171 2,4889.3% $16.53万 加仓
JIVE JPMORGAN INTERNATIONAL VALUE ETF $193.93万0.03%21,090 4,33225.9% $39.83万 加仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $193.94万0.03%24,420 3551.5% $2.82万 加仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $193.99万0.03%15,036 9146.5% $11.79万 加仓
KKR KKR & CO INC COM $194.05万0.03%21,143 1600.8% $1.47万 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $194.31万0.03%14,423 -576-3.8% -$7.76万 减仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $194.78万0.03%39,309 -17,007-30.2% -$84.27万 减仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $194.82万0.03%39,365 4,13611.7% $20.47万 加仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $194.95万0.03%37,368 850.2% $4,434 加仓
VHT VANGUARD HEALTH CARE ETF $196.00万0.03%6,555 -53-0.8% -$1.58万 减仓
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND $196.10万0.03%14,019 4263.1% $5.96万 加仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $196.20万0.03%32,728 -1,130-3.3% -$6.77万 减仓
TRV TRAVELERS COMPANIES INC COM $196.96万0.03%5,966 -232-3.7% -$7.66万 减仓
CEG CONSTELLATION ENERGY CORP COM $197.36万0.03%7,946 -1,148-12.6% -$28.51万 减仓
— PACER AMERICAN ENERGY INFRASTRUCTURE ETF $197.81万0.03%43,478 43,478— $197.81万 新建仓
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $199.01万0.03%39,510 7,09521.9% $35.74万 加仓
KFY KORN FERRY COM NEW $199.91万0.03%30,025 -2,904-8.8% -$19.33万 减仓
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $199.92万0.03%26,709 -27,414-50.7% -$205.19万 减仓
PPA INVESCO AEROSPACE & DEFENSE ETF $200.36万0.03%11,343 -233-2.0% -$4.12万 减仓
FMDE FIDELITY ENHANCED MID CAP CORE ETF $200.47万0.03%49,402 2,1164.5% $8.59万 加仓
HRL HORMEL FOODS CORP COM $200.59万0.03%80,818 12,12317.6% $30.09万 加仓
— CION INVT CORP COM $200.83万0.03%322,360 -13,058-3.9% -$8.14万 减仓
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF $201.68万0.03%37,334 -4,241-10.2% -$22.91万 减仓
SOFI SOFI TECHNOLOGIES INC COM $203.66万0.03%113,587 40,21754.8% $72.11万 加仓
EXR EXTRA SPACE STORAGE INC COM $204.23万0.03%14,056 -2,239-13.7% -$32.53万 减仓
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF $204.94万0.03%37,515 -1,222-3.2% -$6.68万 减仓
MAR MARRIOTT INTL INC NEW CL A $205.00万0.03%5,532 3787.3% $14.01万 加仓
— BROOKSTONE VALUE STOCK ETF $205.30万0.03%58,383 3080.5% $1.08万 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $205.41万0.03%17,377 6043.6% $7.14万 加仓
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF $207.01万0.03%13,644 -1,356-9.0% -$20.57万 减仓
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER $208.07万0.03%35,573 00.0% — 不变
IYH ISHARES U.S. HEALTHCARE ETF $208.49万0.03%31,113 -266-0.8% -$1.78万 减仓
IBB ISHARES BIOTECHNOLOGY ETF $208.58万0.03%10,967 -11-0.1% -$2,092 减仓
VV VANGUARD MORNINGSTAR LARGE-CAP ET $209.27万0.03%6,085 2444.2% $8.39万 加仓
SOXX ISHARES SEMICONDUCTOR ETF $210.69万0.03%3,288 2919.7% $18.65万 加仓
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF $211.64万0.03%72,194 -785-1.1% -$2.30万 减仓
VXF VANGUARD EXTENDED MARKET ETF $211.74万0.03%8,600 -85-1.0% -$2.09万 减仓
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF $212.22万0.03%5,433 1,32032.1% $51.56万 加仓
CGNX COGNEX CORP COM $212.74万0.03%29,375 29,375— $212.74万 新建仓
DHR DANAHER CORP DEL COM $213.42万0.03%11,204 -358-3.1% -$6.82万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $213.88万0.03%26,353 -3,029-10.3% -$24.58万 减仓
DY DYCOM INDS INC COM $214.72万0.03%4,247 401.0% $2.02万 加仓
HWM HOWMET AEROSPACE INC COM $215.15万0.03%8,002 -73-0.9% -$1.96万 减仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $215.33万0.03%24,550 -353-1.4% -$3.10万 减仓
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF $215.62万0.03%78,493 5,6677.8% $15.57万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $215.69万0.03%43,259 -2,178-4.8% -$10.86万 减仓
FSK FS KKR CAP CORP COM $216.09万0.03%205,796 -9,578-4.4% -$10.06万 减仓
SCHB SCHWAB U.S. BROAD MARKET ETF $216.48万0.03%74,751 -393-0.5% -$1.14万 减仓
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF $217.28万0.03%28,634 -9,316-24.5% -$70.69万 减仓
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $218.47万0.03%22,671 9534.4% $9.18万 加仓
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND $219.05万0.03%80,980 25,31645.5% $68.48万 加仓
PGR PROGRESSIVE CORP COM $219.36万0.03%10,042 -15,056-60.0% -$328.88万 减仓