Arkadios Wealth Advisors
ATLANTA GA · SEC CIK 0001800798
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $300.73万 | 0.05% | 30,191 | -55 | -0.2% | -$5,478 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $300.80万 | 0.05% | 29,212 | 3,780 | 14.9% | $38.92万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $300.95万 | 0.05% | 71,298 | 14,008 | 24.5% | $59.13万 | 加仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $304.36万 | 0.05% | 51,365 | 975 | 1.9% | $5.78万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $305.12万 | 0.05% | 18,191 | -680 | -3.6% | -$11.41万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $305.27万 | 0.05% | 49,428 | 1,979 | 4.2% | $12.22万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $305.44万 | 0.05% | 12,002 | 1,295 | 12.1% | $32.96万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $305.48万 | 0.05% | 32,457 | 1,401 | 4.5% | $13.19万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $305.92万 | 0.05% | 30,507 | 13,663 | 81.1% | $137.01万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $307.08万 | 0.05% | 165,718 | 496 | 0.3% | $9,191 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $307.13万 | 0.05% | 63,235 | 2,808 | 4.6% | $13.64万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $307.31万 | 0.05% | 33,327 | 9,769 | 41.5% | $90.08万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $307.42万 | 0.05% | 4,371 | -771 | -15.0% | -$54.23万 | 减仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $313.32万 | 0.05% | 21,714 | 18,215 | 520.6% | $262.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $313.35万 | 0.05% | 49,824 | 3,862 | 8.4% | $24.29万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $319.55万 | 0.05% | 38,917 | -409 | -1.0% | -$3.36万 | 减仓 |
| SIXH | ETC 6 MERIDIAN HEDGED EQUITY INDEX OPTION ETF | $320.78万 | 0.05% | 74,922 | 74,922 | — | $320.78万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $321.87万 | 0.05% | 14,860 | -277 | -1.8% | -$6.00万 | 减仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $322.58万 | 0.05% | 47,327 | 3,288 | 7.5% | $22.41万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $323.53万 | 0.05% | 88,011 | 190 | 0.2% | $6,984 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $324.57万 | 0.05% | 5,205 | 770 | 17.4% | $48.02万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $324.97万 | 0.05% | 16,947 | 6,632 | 64.3% | $127.17万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $327.24万 | 0.05% | 71,404 | -10,095 | -12.4% | -$46.27万 | 减仓 |
| F | FORD MTR CO COM | $327.57万 | 0.05% | 235,660 | -18,614 | -7.3% | -$25.87万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $330.63万 | 0.05% | 8,074 | 341 | 4.4% | $13.96万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $330.82万 | 0.05% | 47,600 | 10,516 | 28.4% | $73.09万 | 加仓 |
| TGT | TARGET CORP COM | $331.94万 | 0.05% | 25,415 | -690 | -2.6% | -$9.01万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $332.64万 | 0.05% | 28,363 | -3,306 | -10.4% | -$38.77万 | 减仓 |
| ETN | EATON CORP PLC SHS | $334.06万 | 0.05% | 7,839 | -538 | -6.4% | -$22.93万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $334.56万 | 0.05% | 79,036 | 3,808 | 5.1% | $16.12万 | 加仓 |
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $335.14万 | 0.05% | 65,707 | 17,605 | 36.6% | $89.79万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $335.86万 | 0.05% | 114,238 | -6,682 | -5.5% | -$19.65万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $336.46万 | 0.05% | 67,480 | 67,480 | — | $336.46万 | 新建仓 |
| XYZ | BLOCK INC CL A | $337.37万 | 0.05% | 44,391 | -6,084 | -12.1% | -$46.24万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $338.22万 | 0.05% | 140,982 | 9,957 | 7.6% | $23.89万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $339.83万 | 0.05% | 143,326 | 6,057 | 4.4% | $14.36万 | 加仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $341.31万 | 0.05% | 136,145 | -158,555 | -53.8% | -$397.50万 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $342.15万 | 0.05% | 34,373 | 5,046 | 17.2% | $50.23万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $342.29万 | 0.05% | 65,075 | 24,473 | 60.3% | $128.73万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $342.62万 | 0.05% | 22,821 | -1,336 | -5.5% | -$20.06万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $343.37万 | 0.05% | 39,450 | -3,963 | -9.1% | -$34.49万 | 减仓 |
| OKE | ONEOK INC NEW COM | $343.65万 | 0.05% | 39,526 | 8,317 | 26.6% | $72.31万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $343.92万 | 0.05% | 33,319 | 6,559 | 24.5% | $67.70万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $347.51万 | 0.05% | 72,778 | 18,769 | 34.8% | $89.62万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $349.89万 | 0.05% | 70,231 | -18,476 | -20.8% | -$92.05万 | 减仓 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $351.86万 | 0.05% | 21,527 | -5,008 | -18.9% | -$81.85万 | 减仓 |
| — | CONCOURSE CAPITAL FOCUSED EQUITY ETF | $354.60万 | 0.05% | 128,589 | 22,489 | 21.2% | $62.02万 | 加仓 |
| — | MILITIA LONG/SHORT EQUITY ETF | $355.15万 | 0.05% | 97,784 | 97,784 | — | $355.15万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $356.54万 | 0.05% | 17,772 | 1,355 | 8.3% | $27.18万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $357.11万 | 0.05% | 69,235 | 57 | 0.1% | $2,940 | 加仓 |
| CI | THE CIGNA GROUP COM | $357.63万 | 0.05% | 12,972 | 360 | 2.9% | $9.92万 | 加仓 |
| PLD | PROLOGIS INC. COM | $361.95万 | 0.05% | 26,717 | -222 | -0.8% | -$3.01万 | 减仓 |
| — | FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF | $362.04万 | 0.05% | 60,242 | 720 | 1.2% | $4.33万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $362.37万 | 0.05% | 16,391 | 16,391 | — | $362.37万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC COM | $363.28万 | 0.06% | 110,993 | 25,946 | 30.5% | $84.92万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $365.89万 | 0.06% | 137,968 | -144,279 | -51.1% | -$382.63万 | 减仓 |
| DNOW | DNOW INC COM | $366.81万 | 0.06% | 282,812 | 54 | 0.0% | $700 | 加仓 |
| HON | HONEYWELL INTL INC COM | $366.99万 | 0.06% | 16,391 | -16,399 | -50.0% | -$367.17万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $367.19万 | 0.06% | 9,320 | -162 | -1.7% | -$6.38万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $367.25万 | 0.06% | 140,818 | 6,065 | 4.5% | $15.82万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $370.50万 | 0.06% | 25,305 | -1,951 | -7.2% | -$28.57万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $371.89万 | 0.06% | 78,790 | 12,286 | 18.5% | $57.99万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $372.49万 | 0.06% | 122,168 | 11,324 | 10.2% | $34.53万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $372.58万 | 0.06% | 47,822 | 1,858 | 4.0% | $14.48万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $372.62万 | 0.06% | 19,651 | -1,882 | -8.7% | -$35.69万 | 减仓 |
| MMM | 3M CO COM | $373.70万 | 0.06% | 23,081 | -4,840 | -17.3% | -$78.36万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $373.81万 | 0.06% | 54,644 | 247 | 0.5% | $1.69万 | 加仓 |
| WELL | WELLTOWER INC COM | $374.67万 | 0.06% | 16,507 | -728 | -4.2% | -$16.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $375.72万 | 0.06% | 41,406 | -4,099 | -9.0% | -$37.19万 | 减仓 |
| PJT | PJT PARTNERS INC COM CL A | $378.23万 | 0.06% | 25,058 | 1,527 | 6.5% | $23.05万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $379.36万 | 0.06% | 15,969 | 967 | 6.4% | $22.97万 | 加仓 |
| NTAP | NETAPP INC COM | $380.81万 | 0.06% | 24,607 | 7,716 | 45.7% | $119.41万 | 加仓 |
| — | FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF | $385.26万 | 0.06% | 105,356 | 105,356 | — | $385.26万 | 新建仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $385.97万 | 0.06% | 34,986 | 1,333 | 4.0% | $14.71万 | 加仓 |
| CSX | CSX CORP COM | $386.84万 | 0.06% | 81,388 | -5,290 | -6.1% | -$25.14万 | 减仓 |
| — | NATIONAL SECURITY EMERGING MARKETS INDEX ETF | $389.64万 | 0.06% | 101,035 | 101,035 | — | $389.64万 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $391.83万 | 0.06% | 81,734 | -4,266 | -5.0% | -$20.45万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $392.55万 | 0.06% | 42,544 | -25,550 | -37.5% | -$235.75万 | 减仓 |
| GM | GENERAL MTRS CO COM | $395.27万 | 0.06% | 51,281 | 5,335 | 11.6% | $41.12万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $399.22万 | 0.06% | 37,096 | 1,189 | 3.3% | $12.80万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $403.07万 | 0.06% | 41,046 | 1,167 | 2.9% | $11.46万 | 加仓 |
| MCK | MCKESSON CORP COM | $403.66万 | 0.06% | 5,342 | -214 | -3.9% | -$16.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $404.40万 | 0.06% | 121,479 | -1,272 | -1.0% | -$4.23万 | 减仓 |
| USB | US BANCORP COM NEW | $406.75万 | 0.06% | 67,342 | -14,653 | -17.9% | -$88.50万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $406.77万 | 0.06% | 42,540 | 5,717 | 15.5% | $54.67万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $408.82万 | 0.06% | 106,936 | 2,789 | 2.7% | $10.66万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $409.61万 | 0.06% | 56,490 | 1,764 | 3.2% | $12.79万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $410.58万 | 0.06% | 78,147 | 7,336 | 10.4% | $38.54万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $411.10万 | 0.06% | 79,532 | 26,024 | 48.6% | $134.52万 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $412.04万 | 0.06% | 75,649 | -3,718 | -4.7% | -$20.25万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $413.02万 | 0.06% | 81,673 | 19,306 | 31.0% | $97.63万 | 加仓 |
| T | AT&T INC COM | $413.27万 | 0.06% | 199,647 | -111,066 | -35.7% | -$229.91万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $415.12万 | 0.06% | 18,626 | -1,003 | -5.1% | -$22.35万 | 减仓 |
| — | NEOS ENHANCED INCOME CREDIT SELECT ETF | $416.29万 | 0.06% | 84,530 | -146,477 | -63.4% | -$721.37万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $417.06万 | 0.06% | 14,353 | 297 | 2.1% | $8.63万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $417.36万 | 0.06% | 4,267 | -710 | -14.3% | -$69.45万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $419.13万 | 0.06% | 83,012 | 4,804 | 6.1% | $24.26万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $425.47万 | 0.06% | 11,629 | 521 | 4.7% | $19.06万 | 加仓 |
| RNG | RINGCENTRAL INC CL A | $426.66万 | 0.06% | 109,456 | 109,456 | — | $426.66万 | 新建仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $429.33万 | 0.07% | 232,950 | 141,847 | 155.7% | $261.42万 | 加仓 |