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 |
|---|---|---|---|---|---|---|---|---|
| RPV | INVESCO S&P 500 PURE VALUE ETF | $683.70万 | 0.11% | 63,665 | 1,487 | 2.4% | $15.97万 | 加仓 |
| — | FIDELITY MAGELLAN ETF | $697.06万 | 0.11% | 220,450 | 27,299 | 14.1% | $86.32万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $699.04万 | 0.11% | 52,958 | 1,183 | 2.3% | $15.62万 | 加仓 |
| STT | STATE STR CORP COM | $701.51万 | 0.11% | 55,429 | 4,101 | 8.0% | $51.90万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $702.96万 | 0.11% | 69,863 | 8,501 | 13.9% | $85.54万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $706.28万 | 0.12% | 156,153 | 26,573 | 20.5% | $120.19万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $712.65万 | 0.12% | 43,419 | 900 | 2.1% | $14.77万 | 加仓 |
| MET | METLIFE INC COM | $712.67万 | 0.12% | 100,774 | 10,040 | 11.1% | $71.00万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $718.58万 | 0.12% | 94,526 | -16 | -0.0% | -$1,216 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $724.76万 | 0.12% | 144,030 | 25,915 | 21.9% | $130.40万 | 加仓 |
| HIDV | AB US HIGH DIVIDEND ETF | $737.19万 | 0.12% | 94,914 | 94,914 | — | $737.19万 | 新建仓 |
| ORCL | ORACLE CORP COM | $737.73万 | 0.12% | 50,149 | 7,698 | 18.1% | $113.24万 | 加仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $737.78万 | 0.12% | 294,700 | 194,356 | 193.7% | $486.57万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $739.49万 | 0.12% | 282,247 | 255,148 | 941.5% | $668.49万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $740.96万 | 0.12% | 31,661 | -2,235 | -6.6% | -$52.31万 | 减仓 |
| — | HONEYWELL INTL INC COM | $741.16万 | 0.12% | 32,790 | -28 | -0.1% | -$6,329 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $745.24万 | 0.12% | 156,793 | 123,647 | 373.0% | $587.69万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $747.26万 | 0.12% | 56,397 | 575 | 1.0% | $7.62万 | 加仓 |
| NEM | NEWMONT CORP COM | $753.50万 | 0.12% | 69,607 | -5,113 | -6.8% | -$55.35万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $754.25万 | 0.12% | 323,437 | -12,851 | -3.8% | -$29.97万 | 减仓 |
| LRGC | AB US LARGE CAP STRATEGIC EQUITIES ETF | $754.85万 | 0.12% | 102,701 | 102,701 | — | $754.85万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $754.93万 | 0.12% | 41,439 | -1,721 | -4.0% | -$31.35万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $765.58万 | 0.12% | 262,816 | 72,929 | 38.4% | $212.44万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $766.29万 | 0.13% | 287,970 | 277,517 | 2,654.9% | $738.47万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $769.06万 | 0.13% | 151,658 | -17,654 | -10.4% | -$89.52万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $769.21万 | 0.13% | 39,238 | 1,616 | 4.3% | $31.68万 | 加仓 |
| BLK | BLACKROCK INC COM | $782.02万 | 0.13% | 8,132 | 230 | 2.9% | $22.12万 | 加仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $783.47万 | 0.13% | 273,366 | 273,366 | — | $783.47万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $795.03万 | 0.13% | 27,369 | 2,160 | 8.6% | $62.74万 | 加仓 |
| GEV | GE VERNOVA INC COM | $795.15万 | 0.13% | 9,109 | 347 | 4.0% | $30.29万 | 加仓 |
| SLB | SLB LIMITED COM STK | $796.04万 | 0.13% | 154,902 | 1,980 | 1.3% | $10.18万 | 加仓 |
| PML | PIMCO MUN INCOME FD II COM | $824.00万 | 0.13% | 1,088,510 | 1,088,510 | — | $824.00万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $825.28万 | 0.13% | 24,146 | -1,602 | -6.2% | -$54.75万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $829.13万 | 0.14% | 173,748 | -67,183 | -27.9% | -$320.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $830.78万 | 0.14% | 63,447 | 22,191 | 53.8% | $290.57万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $834.45万 | 0.14% | 96,257 | 16,513 | 20.7% | $143.15万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $840.47万 | 0.14% | 506,004 | 624 | 0.1% | $1.04万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $841.30万 | 0.14% | 111,077 | 111,077 | — | $841.30万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $857.13万 | 0.14% | 31,688 | -6,631 | -17.3% | -$179.36万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $861.53万 | 0.14% | 86,786 | 72,742 | 518.0% | $722.12万 | 加仓 |
| BX | BLACKSTONE INC COM | $862.75万 | 0.14% | 75,028 | 19,096 | 34.1% | $219.59万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $865.22万 | 0.14% | 55,782 | 27,000 | 93.8% | $418.79万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $868.27万 | 0.14% | 97,887 | 8,146 | 9.1% | $72.26万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $873.03万 | 0.14% | 30,766 | 5,959 | 24.0% | $169.10万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $882.62万 | 0.14% | 158,972 | 66,076 | 71.1% | $366.86万 | 加仓 |
| T | AT&T INC COM | $900.76万 | 0.15% | 310,713 | 101,253 | 48.3% | $293.53万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $903.63万 | 0.15% | 183,032 | -37,089 | -16.8% | -$183.11万 | 减仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $909.24万 | 0.15% | 156,634 | -1,762 | -1.1% | -$10.23万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $913.94万 | 0.15% | 99,732 | -30,598 | -23.5% | -$280.40万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $914.63万 | 0.15% | 77,216 | -1,581 | -2.0% | -$18.73万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $916.43万 | 0.15% | 146,207 | -5,759 | -3.8% | -$36.10万 | 减仓 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $919.06万 | 0.15% | 134,859 | 35,560 | 35.8% | $242.34万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $922.61万 | 0.15% | 42,467 | 1,459 | 3.6% | $31.70万 | 加仓 |
| APH | AMPHENOL CORP CL A | $926.24万 | 0.15% | 73,308 | -2,941 | -3.9% | -$37.16万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $929.10万 | 0.15% | 238,477 | -16,287 | -6.4% | -$63.45万 | 减仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $931.18万 | 0.15% | 178,969 | 178,969 | — | $931.18万 | 新建仓 |
| AMGN | AMGEN INC COM | $935.01万 | 0.15% | 26,574 | -263 | -1.0% | -$9.25万 | 减仓 |
| CRM | SALESFORCE INC COM | $935.96万 | 0.15% | 50,139 | -9,697 | -16.2% | -$181.02万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $948.28万 | 0.15% | 79,937 | 2,907 | 3.8% | $34.49万 | 加仓 |
| — | PROSHARES SHORT QQQ | $952.21万 | 0.16% | 295,809 | 84,325 | 39.9% | $271.44万 | 重新持有 |
| — | PROSHARES SHORT DOW30 | $956.05万 | 0.16% | 391,502 | 222,293 | 131.4% | $542.84万 | 重新持有 |
| WMB | WILLIAMS COS INC COM | $957.71万 | 0.16% | 131,590 | 15,024 | 12.9% | $109.34万 | 加仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF | $962.88万 | 0.16% | 171,141 | 12,108 | 7.6% | $68.12万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $969.92万 | 0.16% | 110,018 | 414 | 0.4% | $3.65万 | 加仓 |
| — | RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF | $971.60万 | 0.16% | 346,731 | 77,824 | 28.9% | $218.08万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $979.17万 | 0.16% | 17,835 | -1,803 | -9.2% | -$98.99万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $981.05万 | 0.16% | 136,389 | -10,872 | -7.4% | -$78.20万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $989.12万 | 0.16% | 269,074 | -9,196 | -3.3% | -$33.80万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $998.44万 | 0.16% | 435,812 | 308,169 | 241.4% | $706.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $999.90万 | 0.16% | 49,152 | 9,630 | 24.4% | $195.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,005.06万 | 0.16% | 60,787 | 7,852 | 14.8% | $129.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,012.25万 | 0.17% | 301,894 | -8,286 | -2.7% | -$27.78万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,012.71万 | 0.17% | 145,191 | -6 | -0.0% | -$419 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,020.77万 | 0.17% | 220,994 | 114,979 | 108.5% | $531.09万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $1,030.00万 | 0.17% | 136,587 | 4,988 | 3.8% | $37.61万 | 加仓 |
| UNP | UNION PAC CORP COM | $1,031.73万 | 0.17% | 42,524 | 2,735 | 6.9% | $66.36万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,033.78万 | 0.17% | 119,305 | 8,335 | 7.5% | $72.22万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1,057.95万 | 0.17% | 224,953 | 100,640 | 81.0% | $473.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,059.54万 | 0.17% | 12,524 | 1,555 | 14.2% | $131.55万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,064.87万 | 0.17% | 105,789 | 1,084 | 1.0% | $10.91万 | 加仓 |
| SH | PROSHARES SHORT S&P500 | $1,076.89万 | 0.18% | 283,914 | 283,914 | — | $1,076.89万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1,077.21万 | 0.18% | 15 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $1,081.76万 | 0.18% | 67,475 | 7,631 | 12.8% | $122.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,095.06万 | 0.18% | 21,916 | 2,418 | 12.4% | $120.82万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,096.84万 | 0.18% | 112,924 | 3,296 | 3.0% | $32.01万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,096.91万 | 0.18% | 35,295 | 2,456 | 7.5% | $76.33万 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $1,114.81万 | 0.18% | 106,142 | 56,517 | 113.9% | $593.60万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1,124.98万 | 0.18% | 76,733 | 1,666 | 2.2% | $24.43万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $1,126.36万 | 0.18% | 126,091 | 107,173 | 566.5% | $957.37万 | 加仓 |
| BA | BOEING CO COM | $1,128.45万 | 0.18% | 56,697 | 326 | 0.6% | $6.49万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,135.63万 | 0.19% | 102,512 | 32,704 | 46.8% | $362.29万 | 加仓 |
| — | NEOS ENHANCED INCOME CREDIT SELECT ETF | $1,142.91万 | 0.19% | 231,007 | 297 | 0.1% | $1.47万 | 加仓 |
| PFE | PFIZER INC COM | $1,153.38万 | 0.19% | 410,747 | 30,077 | 7.9% | $84.46万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,153.98万 | 0.19% | 466,253 | 170,962 | 57.9% | $423.13万 | 加仓 |
| LOWV | AB US LOW VOLATILITY EQUITY ETF | $1,162.40万 | 0.19% | 157,336 | 157,336 | — | $1,162.40万 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $1,168.40万 | 0.19% | 40,686 | 1,651 | 4.2% | $47.41万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1,172.27万 | 0.19% | 157,669 | 46,120 | 41.3% | $342.90万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,173.24万 | 0.19% | 217,066 | -9,888 | -4.4% | -$53.44万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $1,179.39万 | 0.19% | 178,722 | 23,725 | 15.3% | $156.56万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1,181.85万 | 0.19% | 277,821 | 193,902 | 231.1% | $824.86万 | 加仓 |