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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $721.32万 | 0.11% | 86,128 | 1,922 | 2.3% | $16.10万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $722.31万 | 0.11% | 75,147 | 10,325 | 15.9% | $99.24万 | 加仓 |
| RY | ROYAL BK CDA COM | $727.09万 | 0.11% | 35,130 | -6,907 | -16.4% | -$142.95万 | 减仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $727.86万 | 0.11% | 61,656 | -44,486 | -41.9% | -$525.16万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $729.76万 | 0.11% | 21,795 | 7,484 | 52.3% | $250.59万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $731.37万 | 0.11% | 62,244 | -7,619 | -10.9% | -$89.52万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $731.45万 | 0.11% | 24,539 | 4,491 | 22.4% | $133.87万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $741.35万 | 0.11% | 60,219 | 41,372 | 219.5% | $509.33万 | 加仓 |
| DE | DEERE & CO COM | $748.33万 | 0.11% | 11,797 | 766 | 6.9% | $48.59万 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $748.61万 | 0.11% | 65,771 | 2,106 | 3.3% | $23.97万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $751.94万 | 0.11% | 14,394 | -46 | -0.3% | -$2.40万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $757.81万 | 0.11% | 188,371 | 14,623 | 8.4% | $58.83万 | 加仓 |
| INTC | INTEL CORP COM | $777.80万 | 0.12% | 55,704 | -14,945 | -21.2% | -$208.68万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $786.55万 | 0.12% | 296,810 | 8,840 | 3.1% | $23.43万 | 加仓 |
| CRM | SALESFORCE INC COM | $794.39万 | 0.12% | 50,708 | 569 | 1.1% | $8.91万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $800.39万 | 0.12% | 54,179 | -2,218 | -3.9% | -$32.77万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $821.24万 | 0.12% | 4,128 | 1,806 | 77.8% | $359.29万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $825.00万 | 0.12% | 152,694 | -4,099 | -2.6% | -$22.15万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $829.54万 | 0.13% | 118,676 | 15,606 | 15.1% | $109.09万 | 加仓 |
| ORCL | ORACLE CORP COM | $832.28万 | 0.13% | 56,791 | 6,642 | 13.2% | $97.34万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $832.82万 | 0.13% | 355,300 | 31,863 | 9.9% | $74.69万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $842.80万 | 0.13% | 91,968 | -7,764 | -7.8% | -$71.15万 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $854.01万 | 0.13% | 168,178 | 16,520 | 10.9% | $83.89万 | 加仓 |
| MCD | MCDONALDS CORP COM | $858.65万 | 0.13% | 31,766 | -3,529 | -10.0% | -$95.39万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $860.71万 | 0.13% | 86,957 | 171 | 0.2% | $1.69万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $861.22万 | 0.13% | 53,314 | 20,512 | 62.5% | $331.35万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $863.28万 | 0.13% | 50,816 | 4,374 | 9.4% | $74.31万 | 加仓 |
| CMI | CUMMINS INC COM | $879.91万 | 0.13% | 12,337 | 233 | 1.9% | $16.62万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $883.73万 | 0.13% | 30,143 | 2,774 | 10.1% | $81.33万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $885.61万 | 0.13% | 93,646 | 32,725 | 53.7% | $309.48万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $887.09万 | 0.13% | 165,472 | -17,560 | -9.6% | -$94.14万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $888.46万 | 0.13% | 92,135 | -5,752 | -5.9% | -$55.47万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $893.98万 | 0.14% | 95,481 | 955 | 1.0% | $8.94万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $894.47万 | 0.14% | 43,419 | 4,181 | 10.7% | $86.13万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $910.53万 | 0.14% | 284,806 | -17,088 | -5.7% | -$54.63万 | 减仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $911.00万 | 0.14% | 320,886 | 47,520 | 17.4% | $134.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $919.17万 | 0.14% | 17,897 | -4,019 | -18.3% | -$206.41万 | 减仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $940.67万 | 0.14% | 138,763 | -17,871 | -11.4% | -$121.15万 | 减仓 |
| MET | METLIFE INC COM | $951.43万 | 0.14% | 112,449 | 11,675 | 11.6% | $98.78万 | 加仓 |
| PAYX | PAYCHEX INC COM | $961.46万 | 0.15% | 97,779 | 25,195 | 34.7% | $247.74万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $964.74万 | 0.15% | 209,045 | -11,949 | -5.4% | -$55.14万 | 减仓 |
| AMGN | AMGEN INC COM | $973.55万 | 0.15% | 26,885 | 311 | 1.2% | $11.26万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $974.37万 | 0.15% | 192,830 | 146,529 | 316.5% | $740.41万 | 加仓 |
| BX | BLACKSTONE INC COM | $975.11万 | 0.15% | 82,869 | 7,841 | 10.5% | $92.26万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $979.39万 | 0.15% | 173,404 | -432,948 | -71.4% | -$2,445.30万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $988.08万 | 0.15% | 433,748 | -2,064 | -0.5% | -$4.70万 | 减仓 |
| PFE | PFIZER INC COM | $991.29万 | 0.15% | 411,666 | 919 | 0.2% | $2.21万 | 加仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF | $1,020.94万 | 0.15% | 181,244 | 10,103 | 5.9% | $56.91万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,025.79万 | 0.16% | 20,135 | -126 | -0.6% | -$6.42万 | 减仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $1,035.88万 | 0.16% | 42,630 | 163 | 0.4% | $3.96万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $1,037.41万 | 0.16% | 75,901 | -1,315 | -1.7% | -$17.97万 | 减仓 |
| STT | STATE STR CORP COM | $1,041.80万 | 0.16% | 61,426 | 5,997 | 10.8% | $101.71万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,048.14万 | 0.16% | 140,994 | 9,404 | 7.1% | $69.91万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1,052.91万 | 0.16% | 198,251 | 907 | 0.5% | $4.82万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $1,064.43万 | 0.16% | 258,044 | 19,567 | 8.2% | $80.71万 | 加仓 |
| — | INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF | $1,066.57万 | 0.16% | 445,889 | 166,457 | 59.6% | $398.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,069.90万 | 0.16% | 25,742 | 982 | 4.0% | $40.81万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,070.13万 | 0.16% | 106,301 | 512 | 0.5% | $5.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,076.22万 | 0.16% | 59,489 | -1,298 | -2.1% | -$23.48万 | 减仓 |
| BA | BOEING CO COM | $1,087.86万 | 0.16% | 50,254 | -6,443 | -11.4% | -$139.47万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $1,093.43万 | 0.17% | 139,771 | 20,466 | 17.2% | $160.11万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $1,099.99万 | 0.17% | 114,201 | -11,890 | -9.4% | -$114.52万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $1,108.70万 | 0.17% | 265,683 | -3,391 | -1.3% | -$14.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1,108.95万 | 0.17% | 39,435 | -9,818 | -19.9% | -$276.09万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $1,115.04万 | 0.17% | 29,835 | -931 | -3.0% | -$34.79万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1,123.28万 | 0.17% | 15 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,124.37万 | 0.17% | 405,911 | -60,342 | -12.9% | -$167.15万 | 减仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $1,136.50万 | 0.17% | 143,703 | 7,116 | 5.2% | $56.28万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,139.90万 | 0.17% | 336,850 | 74,034 | 28.2% | $250.53万 | 加仓 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $1,140.76万 | 0.17% | 138,057 | 3,198 | 2.4% | $26.43万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1,146.37万 | 0.17% | 38,483 | -9,242 | -19.4% | -$275.31万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,148.24万 | 0.17% | 110,535 | -2,389 | -2.1% | -$24.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,153.82万 | 0.17% | 11,409 | -1,115 | -8.9% | -$112.76万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,154.09万 | 0.17% | 159,935 | 23,546 | 17.3% | $169.91万 | 加仓 |
| GEV | GE VERNOVA INC COM | $1,160.87万 | 0.18% | 9,881 | 772 | 8.5% | $90.70万 | 加仓 |
| GLW | CORNING INC COM | $1,170.14万 | 0.18% | 45,811 | 19,062 | 71.3% | $486.90万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,172.89万 | 0.18% | 163,015 | -15,707 | -8.8% | -$113.01万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,182.05万 | 0.18% | 62,845 | 7,063 | 12.7% | $132.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,199.03万 | 0.18% | 283,192 | -49,192 | -14.8% | -$208.28万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,209.54万 | 0.18% | 146,009 | 818 | 0.6% | $6.78万 | 加仓 |
| — | RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF | $1,215.07万 | 0.18% | 426,512 | 79,781 | 23.0% | $227.28万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,215.49万 | 0.18% | 203,635 | -13,431 | -6.2% | -$80.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1,216.07万 | 0.18% | 15,935 | -258 | -1.6% | -$19.69万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,216.48万 | 0.18% | 209,016 | 6,998 | 3.5% | $40.73万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $1,217.34万 | 0.18% | 84,181 | 4,244 | 5.3% | $61.37万 | 加仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $1,219.81万 | 0.18% | 247,673 | 155,942 | 170.0% | $768.03万 | 加仓 |
| QCOM | QUALCOMM INC COM | $1,228.66万 | 0.19% | 66,490 | -30,671 | -31.6% | -$566.77万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1,265.51万 | 0.19% | 79,762 | 3,029 | 3.9% | $48.06万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1,271.76万 | 0.19% | 141,543 | -4,664 | -3.2% | -$41.91万 | 减仓 |
| UNP | UNION PAC CORP COM | $1,279.26万 | 0.19% | 47,032 | 4,508 | 10.6% | $122.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,281.19万 | 0.19% | 32,217 | 5,237 | 19.4% | $208.26万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1,281.37万 | 0.19% | 806,910 | 27,759 | 3.6% | $44.08万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,292.57万 | 0.20% | 181,033 | 240 | 0.1% | $1.71万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $1,316.46万 | 0.20% | 104,200 | 743 | 0.7% | $9.39万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $1,324.81万 | 0.20% | 164,430 | 1,686 | 1.0% | $13.58万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,326.86万 | 0.20% | 137,384 | 5,754 | 4.4% | $55.57万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,335.81万 | 0.20% | 181,965 | -45,826 | -20.1% | -$336.41万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,344.47万 | 0.20% | 56,820 | -6,812 | -10.7% | -$161.19万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1,345.45万 | 0.20% | 55,500 | -3,515 | -6.0% | -$85.21万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $1,348.61万 | 0.20% | 18,730 | 895 | 5.0% | $64.44万 | 加仓 |