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
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $429.78万0.07%94,790 5,2425.9% $23.77万 加仓
JBND JPMORGAN ACTIVE BOND ETF $430.73万0.07%80,510 24,07442.7% $128.80万 加仓
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $433.50万0.07%169,866 7,7384.8% $19.75万 加仓
LUMN LUMEN TECHNOLOGIES INC COM $438.06万0.07%570,390 -48,773-7.9% -$37.46万 减仓
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF $440.30万0.07%58,738 -1,175-2.0% -$8.81万 减仓
SFBS SERVISFIRST BANCSHARES INC COM $443.36万0.07%51,108 51,108— $443.36万 新建仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $443.66万0.07%58,292 -1,536-2.6% -$11.69万 减仓
NOW SERVICENOW INC COM $447.59万0.07%45,084 1,6723.9% $16.60万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $448.92万0.07%8,954 -3,284-26.8% -$164.65万 减仓
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF $451.03万0.07%49,678 -2,006-3.9% -$18.21万 减仓
CVS CVS HEALTH CORP COM $455.16万0.07%43,998 3,4958.6% $36.16万 加仓
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $455.65万0.07%112,271 60,092115.2% $243.88万 加仓
FTNT FORTINET INC COM $459.85万0.07%29,935 -9-0.0% -$1,383 减仓
— FT VEST BUFFERED ALLOCATION DEFENSIVE ETF $463.45万0.07%179,043 20,62813.0% $53.40万 加仓
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF $464.09万0.07%127,183 7,7106.5% $28.13万 加仓
GD GENERAL DYNAMICS CORP COM $470.05万0.07%13,269 -1,667-11.2% -$59.05万 减仓
TKO TKO GROUP HOLDINGS INC CL A $472.39万0.07%23,466 23,466— $472.39万 新建仓
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF $475.52万0.07%129,078 15,07013.2% $55.52万 加仓
DIS DISNEY WALT CO COM $478.07万0.07%49,669 -1,838-3.6% -$17.69万 减仓
AEP AMERICAN ELEC PWR CO INC COM $482.47万0.07%35,266 -3,872-9.9% -$52.97万 减仓
FTCS FIRST TRUST CAPITAL STRENGTH ETF $486.20万0.07%51,768 -5,536-9.7% -$51.99万 减仓
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND $486.42万0.07%73,666 19,51636.0% $128.87万 加仓
COR CENCORA INC COM $487.23万0.07%17,218 150.1% $4,245 加仓
ADI ANALOG DEVICES INC COM $490.77万0.07%12,356 3743.1% $14.86万 加仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $492.40万0.07%39,569 27,961240.9% $347.95万 加仓
WAB WABTEC COM $495.51万0.08%18,379 -340-1.8% -$9.17万 减仓
ADBE ADOBE INC COM $497.96万0.08%24,288 6,78238.7% $139.05万 加仓
HLT HILTON WORLDWIDE HLDGS INC COM $499.52万0.08%15,116 -95-0.6% -$3.14万 减仓
IWN ISHARES RUSSELL 2000 VALUE ETF $500.36万0.08%22,620 -440-1.9% -$9.73万 减仓
ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF $502.75万0.08%241,823 241,823— $502.75万 新建仓
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF $507.71万0.08%126,464 5,6174.6% $22.55万 加仓
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $508.80万0.08%92,491 -5,249-5.4% -$28.87万 减仓
PNC PNC FINL SVCS GROUP INC COM $511.23万0.08%20,763 3,81622.5% $93.96万 加仓
UPS UNITED PARCEL SVCS INC CL B $513.37万0.08%47,755 1,9124.2% $20.55万 加仓
— FIDELITY MAGELLAN ETF $514.90万0.08%140,024 -80,426-36.5% -$295.75万 减仓
COP CONOCOPHILLIPS COM $515.09万0.08%49,547 -3,411-6.4% -$35.46万 减仓
ROST ROSS STORES INC COM $515.50万0.08%24,219 5132.2% $10.92万 加仓
IYW ISHARES U.S. TECHNOLOGY ETF $516.44万0.08%20,475 -479-2.3% -$12.08万 减仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $520.16万0.08%28,081 -2,125-7.0% -$39.36万 减仓
WFC WELLS FARGO & CO COM $520.87万0.08%63,029 8,08214.7% $66.79万 加仓
OBDC BLUE OWL CAPITAL CORPORATION COM $521.09万0.08%479,388 -17,252-3.5% -$18.75万 减仓
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $523.13万0.08%36,869 -1,819-4.7% -$25.81万 减仓
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF $526.34万0.08%88,120 36,26369.9% $216.60万 加仓
HACK AMPLIFY CYBERSECURITY ETF $529.67万0.08%50,478 1,7633.6% $18.50万 加仓
PEP PEPSICO INC COM $530.16万0.08%39,155 2,1245.7% $28.76万 加仓
HDV ISHARES CORE HIGH DIVIDEND ETF $530.55万0.08%193,560 33,45020.9% $91.69万 加仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $531.23万0.08%51,928 28,405120.8% $290.59万 加仓
RWL INVESCO S&P 500 REVENUE ETF $533.90万0.08%41,790 27,900200.9% $356.45万 加仓
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF $542.62万0.08%94,090 1,4371.6% $8.29万 加仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $543.68万0.08%56,363 -3,716-6.2% -$35.84万 减仓
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $543.82万0.08%111,759 18,12919.4% $88.22万 加仓
VB VANGUARD MORNINGSTAR SMALL-CAP ETF $544.74万0.08%17,971 -916-4.8% -$27.77万 减仓
APP APPLOVIN CORP COM CL A $546.85万0.08%10,614 -503-4.5% -$25.92万 减仓
ITW ILLINOIS TOOL WKS INC COM $547.98万0.08%20,260 -353-1.7% -$9.55万 减仓
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF $555.72万0.08%138,205 31,22529.2% $125.56万 加仓
SMH VANECK SEMICONDUCTOR ETF $555.96万0.08%8,476 610.7% $4.00万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $558.29万0.08%5,786 -4,218-42.2% -$406.99万 减仓
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND $563.10万0.09%116,875 -108,078-48.0% -$520.72万 减仓
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $564.29万0.09%19,760 90.0% $2,570 加仓
GSK GSK PLC SPONSORED ADR $566.26万0.09%108,025 -1-0.0% -$52 减仓
FENI FIDELITY ENHANCED INTERNATIONAL ETF $570.57万0.09%142,180 76,973118.0% $308.89万 加仓
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $570.63万0.09%329,652 -5,446-1.6% -$9.43万 减仓
JAVA JPMORGAN ACTIVE VALUE ETF $571.74万0.09%71,999 1,6272.3% $12.92万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $575.32万0.09%45,451 -17,996-28.4% -$227.79万 减仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $581.45万0.09%77,631 37,37992.9% $279.97万 加仓
ICLR ICON PUB LTD CO SHS $587.80万0.09%33,838 3,99513.4% $69.40万 加仓
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF $588.99万0.09%209,980 209,980— $588.99万 新建仓
— STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF $595.96万0.09%226,086 23,15111.4% $61.03万 加仓
MS MORGAN STANLEY COM NEW $598.64万0.09%28,638 1,6916.3% $35.35万 加仓
LOW LOWES COS INC COM $606.44万0.09%27,505 3,61115.1% $79.62万 加仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $610.28万0.09%51,061 -3,483-6.4% -$41.63万 减仓
ARKK ARK INNOVATION ETF $610.98万0.09%75,598 -7,515-9.0% -$60.74万 减仓
BLK BLACKROCK INC COM $617.62万0.09%6,423 -1,709-21.0% -$164.33万 减仓
NVS NOVARTIS AG SPONSORED ADR $620.63万0.09%39,601 3,4019.4% $53.30万 加仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $624.34万0.09%23,585 -8,076-25.5% -$213.79万 减仓
VT VANGUARD TOTAL WORLD STOCK ETF $626.23万0.09%39,900 6001.5% $9.42万 加仓
PYPL PAYPAL HLDGS INC COM $645.21万0.10%149,424 -6,729-4.3% -$29.06万 减仓
EFV ISHARES MSCI EAFE VALUE ETF $645.43万0.10%84,315 -73,354-46.5% -$561.52万 减仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $646.79万0.10%105,238 -53,734-33.8% -$330.25万 减仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $651.74万0.10%63,796 8,35415.1% $85.34万 加仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $651.83万0.10%42,833 -21-0.0% -$3,196 减仓
NEM NEWMONT CORP COM $651.90万0.10%69,796 1890.3% $1.77万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $654.79万0.10%503,296 -2,708-0.5% -$3.52万 减仓
KLAC KLA CORP COM NEW $661.39万0.10%21,922 2421.1% $7.30万 加仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $662.86万0.10%76,703 -19,554-20.3% -$168.98万 减仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $666.82万0.10%37,336 1,2423.4% $22.18万 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $668.03万0.10%30,444 -3,503-10.3% -$76.87万 减仓
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $671.41万0.10%56,426 -3,630-6.0% -$43.19万 减仓
SLB SLB LIMITED COM STK $672.26万0.10%144,603 -10,299-6.6% -$47.88万 减仓
AXP AMERICAN EXPRESS CO COM $675.12万0.10%19,960 -1,303-6.1% -$44.07万 减仓
TJX TJX COS INC NEW COM $684.88万0.10%45,207 2,9196.9% $44.22万 加仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $684.93万0.10%130,862 8,3986.9% $43.95万 加仓
DVN DEVON ENERGY CORP NEW COM $687.19万0.10%166,308 22,27815.5% $92.05万 加仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $687.29万0.10%162,058 11,9488.0% $50.67万 加仓
IUSV ISHARES CORE S&P US VALUE ETF $690.94万0.10%62,727 5,3189.3% $58.58万 加仓
PSX PHILLIPS 66 COM $694.76万0.11%41,098 -341-0.8% -$5.76万 减仓
EFG ISHARES MSCI EAFE GROWTH ETF $697.87万0.11%56,090 32,528138.1% $404.71万 加仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $701.24万0.11%103,795 -594-0.6% -$4.01万 减仓
FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF $711.59万0.11%195,868 -12,004-5.8% -$43.61万 减仓
URI UNITED RENTALS INC COM $719.71万0.11%6,353 951.5% $10.76万 加仓