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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP COM | $273.22万 | 0.04% | 11,190 | 362 | 3.3% | $8.84万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $275.73万 | 0.04% | 7,733 | 1,357 | 21.3% | $48.39万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $277.44万 | 0.05% | 47,449 | -534 | -1.1% | -$3.12万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $277.63万 | 0.05% | 11,237 | -1,273 | -10.2% | -$31.45万 | 减仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $277.65万 | 0.05% | 50,390 | -475 | -0.9% | -$2.62万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $277.67万 | 0.05% | 74,203 | 4,432 | 6.4% | $16.58万 | 加仓 |
| OKE | ONEOK INC NEW COM | $282.09万 | 0.05% | 31,209 | 8,707 | 38.7% | $78.70万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $283.76万 | 0.05% | 73,021 | 56,103 | 331.6% | $218.02万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR COM | $284.94万 | 0.05% | 234,328 | 234,328 | — | $284.94万 | 新建仓 |
| BIZD | VANECK BDC INCOME ETF | $286.63万 | 0.05% | 223,927 | -16,020 | -6.7% | -$20.51万 | 减仓 |
| O | REALTY INCOME CORP COM | $288.94万 | 0.05% | 47,227 | 1,728 | 3.8% | $10.57万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $289.32万 | 0.05% | 54,150 | 45,100 | 498.3% | $240.97万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $289.53万 | 0.05% | 12,891 | 46 | 0.4% | $1.03万 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $289.64万 | 0.05% | 44,039 | 44,039 | — | $289.64万 | 新建仓 |
| MBB | ISHARES MBS ETF | $290.82万 | 0.05% | 30,629 | -1,058 | -3.3% | -$10.05万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $290.89万 | 0.05% | 40,503 | -480 | -1.2% | -$3.45万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $291.17万 | 0.05% | 43,413 | -2,331 | -5.1% | -$15.63万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $292.48万 | 0.05% | 46,610 | 1,850 | 4.1% | $11.61万 | 加仓 |
| F | FORD MTR CO COM | $293.43万 | 0.05% | 254,274 | -2,648 | -1.0% | -$3.06万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $293.90万 | 0.05% | 57,685 | 1,869 | 3.3% | $9.52万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $294.40万 | 0.05% | 40,252 | -568 | -1.4% | -$4.15万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $295.79万 | 0.05% | 15,137 | -390 | -2.5% | -$7.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $296.42万 | 0.05% | 18,847 | 377 | 2.0% | $5.93万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $296.60万 | 0.05% | 157,513 | 20,626 | 15.1% | $38.84万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $296.60万 | 0.05% | 153,677 | 25,085 | 19.5% | $48.41万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $297.55万 | 0.05% | 9,482 | 165 | 1.8% | $5.18万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $297.73万 | 0.05% | 165,222 | 34,322 | 26.2% | $61.85万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $299.50万 | 0.05% | 16,417 | -7,285 | -30.7% | -$132.90万 | 减仓 |
| ETN | EATON CORP PLC SHS | $299.62万 | 0.05% | 8,377 | 357 | 4.5% | $12.77万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $303.46万 | 0.05% | 56,436 | 56,436 | — | $303.46万 | 新建仓 |
| XYZ | BLOCK INC CL A | $303.76万 | 0.05% | 50,475 | -5,271 | -9.5% | -$31.72万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $303.81万 | 0.05% | 12,660 | 4,139 | 48.6% | $99.33万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $306.65万 | 0.05% | 2,322 | 60 | 2.7% | $7.92万 | 加仓 |
| — | FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF | $307.24万 | 0.05% | 59,522 | 2,026 | 3.5% | $10.46万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $308.92万 | 0.05% | 54,397 | 3,932 | 7.8% | $22.33万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $308.95万 | 0.05% | 120,920 | 13,139 | 12.2% | $33.57万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $309.02万 | 0.05% | 69,178 | -73,005 | -51.3% | -$326.11万 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $310.00万 | 0.05% | 51,857 | 9,912 | 23.6% | $59.25万 | 加仓 |
| INTC | INTEL CORP COM | $311.77万 | 0.05% | 70,649 | -7,594 | -9.7% | -$33.51万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $315.27万 | 0.05% | 38,458 | -577 | -1.5% | -$4.73万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $315.64万 | 0.05% | 62,367 | 15,093 | 31.9% | $76.39万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $316.05万 | 0.05% | 86,000 | 6,456 | 8.1% | $23.73万 | 加仓 |
| TGT | TARGET CORP COM | $316.40万 | 0.05% | 26,105 | -3,509 | -11.8% | -$42.53万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $317.00万 | 0.05% | 15,002 | 122 | 0.8% | $2.58万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $317.18万 | 0.05% | 5,142 | -495 | -8.8% | -$30.53万 | 减仓 |
| KLAC | KLA CORP COM NEW | $319.26万 | 0.05% | 2,168 | -433 | -16.6% | -$63.76万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $320.38万 | 0.05% | 45,437 | 600 | 1.3% | $4.23万 | 加仓 |
| IOT | SAMSARA INC COM CL A | $320.97万 | 0.05% | 101,285 | 34,578 | 51.8% | $109.58万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $322.64万 | 0.05% | 8,415 | -255 | -2.9% | -$9.78万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $322.64万 | 0.05% | 89,871 | 89,871 | — | $322.64万 | 新建仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $323.45万 | 0.05% | 36,823 | 13,214 | 56.0% | $116.07万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $323.73万 | 0.05% | 22,324 | -13,827 | -38.2% | -$200.51万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $324.72万 | 0.05% | 39,326 | -3,043 | -7.2% | -$25.13万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $325.19万 | 0.05% | 137,269 | 3,747 | 2.8% | $8.88万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $327.20万 | 0.05% | 33,653 | 8,096 | 31.7% | $78.72万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $328.76万 | 0.05% | 69,950 | 9,239 | 15.2% | $43.42万 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $328.77万 | 0.05% | 23,531 | 2,476 | 11.8% | $34.59万 | 加仓 |
| ICLR | ICON PLC SHS | $330.24万 | 0.05% | 29,843 | 13,939 | 87.6% | $154.25万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $332.31万 | 0.05% | 87,821 | 4,878 | 5.9% | $18.46万 | 加仓 |
| APA | APA CORPORATION COM | $335.48万 | 0.05% | 79,048 | 2,703 | 3.5% | $11.47万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $336.08万 | 0.05% | 110,844 | 24,348 | 28.1% | $73.82万 | 加仓 |
| CI | THE CIGNA GROUP COM | $336.44万 | 0.05% | 12,612 | 1,219 | 10.7% | $32.52万 | 加仓 |
| DNOW | DNOW INC COM | $336.76万 | 0.05% | 282,758 | 16,431 | 6.2% | $19.57万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $337.57万 | 0.06% | 81,499 | 7,940 | 10.8% | $32.89万 | 加仓 |
| HAL | HALLIBURTON CO COM | $340.14万 | 0.06% | 87,239 | 44,092 | 102.2% | $171.91万 | 加仓 |
| WELL | WELLTOWER INC COM | $340.76万 | 0.06% | 17,235 | -8,183 | -32.2% | -$161.79万 | 减仓 |
| GM | GENERAL MTRS CO COM | $342.30万 | 0.06% | 45,946 | 2,828 | 6.6% | $21.07万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $342.64万 | 0.06% | 4,435 | 1,184 | 36.4% | $91.47万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $345.13万 | 0.06% | 31,669 | 909 | 3.0% | $9.91万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $349.20万 | 0.06% | 27,256 | -891 | -3.2% | -$11.42万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $352.61万 | 0.06% | 54,123 | 3,612 | 7.2% | $23.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $352.64万 | 0.06% | 16,947 | 61 | 0.4% | $1.27万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $353.31万 | 0.06% | 11,108 | 4,069 | 57.8% | $129.42万 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $353.73万 | 0.06% | 134,753 | -2,513 | -1.8% | -$6.60万 | 减仓 |
| CSX | CSX CORP COM | $355.81万 | 0.06% | 86,678 | -1,921 | -2.2% | -$7.89万 | 减仓 |
| PLD | PROLOGIS INC. COM | $356.09万 | 0.06% | 26,939 | -1,236 | -4.4% | -$16.34万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $358.61万 | 0.06% | 14,311 | -1,376 | -8.8% | -$34.48万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $360.40万 | 0.06% | 45,964 | 390 | 0.9% | $3.06万 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $362.11万 | 0.06% | 229,767 | 51,225 | 28.7% | $80.73万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $362.23万 | 0.06% | 106,980 | 44,678 | 71.7% | $151.28万 | 加仓 |
| GLW | CORNING INC COM | $363.71万 | 0.06% | 26,749 | 557 | 2.1% | $7.57万 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $364.04万 | 0.06% | 549,081 | -102,937 | -15.8% | -$68.25万 | 减仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $365.80万 | 0.06% | 48,715 | 10,215 | 26.5% | $76.70万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $367.74万 | 0.06% | 32,802 | 9,978 | 43.7% | $111.86万 | 加仓 |
| AZO | AUTOZONE INC COM | $370.03万 | 0.06% | 1,095 | 20 | 1.9% | $6.76万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $370.56万 | 0.06% | 70,811 | 3,293 | 4.9% | $17.23万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $371.39万 | 0.06% | 39,934 | -2,664 | -6.3% | -$24.78万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $373.29万 | 0.06% | 29,753 | 3,863 | 14.9% | $48.47万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $375.83万 | 0.06% | 39,879 | 1,385 | 3.6% | $13.05万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $380.15万 | 0.06% | 20,954 | -5,644 | -21.2% | -$102.39万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $381.16万 | 0.06% | 35,907 | 6,916 | 23.9% | $73.41万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $381.19万 | 0.06% | 11,982 | -29 | -0.2% | -$9,226 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $384.63万 | 0.06% | 26,535 | 20,238 | 321.4% | $293.36万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $387.29万 | 0.06% | 114,008 | 114,008 | — | $387.29万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $389.21万 | 0.06% | 20,048 | -233 | -1.1% | -$4.52万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $391.93万 | 0.06% | 10,004 | -3,514 | -26.0% | -$137.67万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $392.78万 | 0.06% | 60,427 | 19,244 | 46.7% | $125.09万 | 加仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $393.03万 | 0.06% | 158,415 | 79,226 | 100.0% | $196.56万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $393.93万 | 0.06% | 78,208 | 28,734 | 58.1% | $144.73万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $394.40万 | 0.06% | 9,273 | -68 | -0.7% | -$2.89万 | 减仓 |