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 |
|---|---|---|---|---|---|---|---|---|
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $12.35万 | 0.00% | 14,078 | 14,078 | — | $12.35万 | 新建仓 |
| NMFC | NEW MTN FIN CORP COM | $12.42万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $12.52万 | 0.00% | 55,382 | -2,434 | -4.2% | -$5,501 | 减仓 |
| — | OFS CAP CORP COM | $12.70万 | 0.00% | 35,788 | -22,043 | -38.1% | -$7.83万 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $12.75万 | 0.00% | 10,160 | -13 | -0.1% | -$163 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A 看跌期权 | $13.17万 | 0.00% | 900 | -300 | -25.0% | -$4.39万 | 减仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $13.36万 | 0.00% | 52,195 | 152 | 0.3% | $389 | 加仓 |
| — | PENNANTPARK INVT CORP COM | $13.50万 | 0.00% | 30,061 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST 看跌期权 | $13.63万 | 0.00% | 2,000 | -500 | -20.0% | -$3.41万 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A 看涨期权 | $13.84万 | 0.00% | 6,100 | 1,000 | 19.6% | $2.27万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $13.90万 | 0.00% | 14,157 | 2,673 | 23.3% | $2.62万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $14.03万 | 0.00% | 10,260 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC TR COM | $14.14万 | 0.00% | 13,145 | 13,145 | — | $14.14万 | 新建仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $14.16万 | 0.00% | 10,905 | 123 | 1.1% | $1,597 | 加仓 |
| CAT | CATERPILLAR INC COM 看跌期权 | $14.17万 | 0.00% | 200 | -200 | -50.0% | -$14.17万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $14.81万 | 0.00% | 18,818 | -1,584 | -7.8% | -$1.25万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $14.97万 | 0.00% | 16,393 | 16,393 | — | $14.97万 | 新建仓 |
| MARA | MARA HOLDINGS INC COM | $15.10万 | 0.00% | 18,510 | -512 | -2.7% | -$4,178 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $15.35万 | 0.00% | 32,803 | 10,720 | 48.5% | $5.02万 | 加仓 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $15.61万 | 0.00% | 10,175 | 10,175 | — | $15.61万 | 新建仓 |
| KSS | KOHLS CORP COM | $16.23万 | 0.00% | 12,584 | 178 | 1.4% | $2,296 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $16.37万 | 0.00% | 14,275 | 1,228 | 9.4% | $1.41万 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $16.39万 | 0.00% | 12,950 | -300 | -2.3% | -$3,798 | 减仓 |
| SNAP | SNAP INC CL A | $16.96万 | 0.00% | 36,873 | -12,147 | -24.8% | -$5.59万 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $16.98万 | 0.00% | 11,396 | 286 | 2.6% | $4,261 | 加仓 |
| — | SMART SAND INC COM | $17.03万 | 0.00% | 33,266 | 33,266 | — | $17.03万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM 看涨期权 | $17.10万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF 看跌期权 | $17.27万 | 0.00% | 900 | -2,700 | -75.0% | -$51.82万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $17.33万 | 0.00% | 10,717 | 10,717 | — | $17.33万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $17.47万 | 0.00% | 11,608 | -197 | -1.7% | -$2,965 | 减仓 |
| NEWT | NEWTEKONE INC COM NEW | $17.74万 | 0.00% | 16,201 | -626 | -3.7% | -$6,855 | 减仓 |
| FLR | FLUOR CORP COM 看涨期权 | $18.19万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM 看涨期权 | $18.30万 | 0.00% | 1,000 | -100 | -9.1% | -$1.83万 | 减仓 |
| SLB | SLB LIMITED COM STK 看涨期权 | $18.50万 | 0.00% | 3,600 | -700 | -16.3% | -$3.60万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM 看涨期权 | $18.70万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM 看涨期权 | $18.94万 | 0.00% | 700 | 700 | — | $18.94万 | 新建仓 |
| HUM | HUMANA INC COM 看涨期权 | $19.07万 | 0.00% | 1,100 | 400 | 57.1% | $6.94万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $19.36万 | 0.00% | 16,503 | 3,442 | 26.4% | $4.04万 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $19.47万 | 0.00% | 53,947 | -4,752 | -8.1% | -$1.72万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM 看涨期权 | $19.90万 | 0.00% | 4,400 | 100 | 2.3% | $4,523 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $20.06万 | 0.00% | 6,574 | 6,574 | — | $20.06万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $20.08万 | 0.00% | 10,444 | -2,206 | -17.4% | -$4.24万 | 减仓 |
| ONTO | ONTO INNOVATION INC COM | $20.12万 | 0.00% | 981 | 981 | — | $20.12万 | 新建仓 |
| GOOGL | ALPHABET INC CAP STK CL A 看跌期权 | $20.13万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $20.13万 | 0.00% | 4,622 | 0 | 0.0% | — | 不变 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $20.23万 | 0.00% | 4,172 | 4,172 | — | $20.23万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $20.29万 | 0.00% | 23,894 | -368 | -1.5% | -$3,124 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $20.35万 | 0.00% | 8,168 | -286 | -3.4% | -$7,124 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $20.37万 | 0.00% | 5,126 | -21,510 | -80.8% | -$85.50万 | 减仓 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $20.47万 | 0.00% | 9,250 | 9,250 | — | $20.47万 | 新建仓 |
| FTI | TECHNIPFMC PLC COM | $20.53万 | 0.00% | 2,969 | 2,969 | — | $20.53万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $20.54万 | 0.00% | 1,961 | 1,961 | — | $20.54万 | 新建仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $20.55万 | 0.00% | 2,121 | 2,121 | — | $20.55万 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $20.58万 | 0.00% | 4,327 | 4,327 | — | $20.58万 | 新建仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $20.59万 | 0.00% | 12,799 | 6,895 | 116.8% | $11.09万 | 重新持有 |
| LII | LENNOX INTL INC COM | $20.60万 | 0.00% | 444 | -207 | -31.8% | -$9.61万 | 重新持有 |
| — | KEEL INFRASTRUCTURE CORP COM SHS | $20.63万 | 0.00% | 105,770 | 100 | 0.1% | $195 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $20.64万 | 0.00% | 21,774 | 21,774 | — | $20.64万 | 新建仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $20.69万 | 0.00% | 6,296 | 24 | 0.4% | $789 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $20.69万 | 0.00% | 3,254 | -657 | -16.8% | -$4.18万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $20.72万 | 0.00% | 642 | 642 | — | $20.72万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $20.83万 | 0.00% | 2,304 | 24 | 1.1% | $2,170 | 加仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $20.94万 | 0.00% | 18,982 | 5,001 | 35.8% | $5.52万 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $21.07万 | 0.00% | 4,131 | -341 | -7.6% | -$1.74万 | 减仓 |
| VMI | VALMONT INDS INC COM | $21.08万 | 0.00% | 528 | 17 | 3.3% | $6,787 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $21.12万 | 0.00% | 8,518 | 8,518 | — | $21.12万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAR/SEP ETF | $21.23万 | 0.00% | 6,792 | 6,792 | — | $21.23万 | 新建仓 |
| IWC | ISHARES MICRO-CAP ETF | $21.25万 | 0.00% | 1,332 | 1,332 | — | $21.25万 | 新建仓 |
| AGGH | SIMPLIFY AGGREGATE BOND ETF | $21.26万 | 0.00% | 10,449 | 750 | 7.7% | $1.53万 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $21.31万 | 0.00% | 4,681 | 100 | 2.2% | $4,552 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC COM | $21.34万 | 0.00% | 624 | 8 | 1.3% | $2,735 | 加仓 |
| PODD | INSULET CORP COM | $21.36万 | 0.00% | 1,018 | -723 | -41.5% | -$15.17万 | 减仓 |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $21.40万 | 0.00% | 7,290 | -265 | -3.5% | -$7,778 | 减仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $21.40万 | 0.00% | 23,313 | 23,313 | — | $21.40万 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $21.48万 | 0.00% | 1,256 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CL A | $21.50万 | 0.00% | 1,497 | -146 | -8.9% | -$2.10万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $21.50万 | 0.00% | 3,437 | 42 | 1.2% | $2,628 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $21.56万 | 0.00% | 1,926 | -1,277 | -39.9% | -$14.29万 | 减仓 |
| ROKU | ROKU INC COM CL A | $21.57万 | 0.00% | 2,280 | -255 | -10.1% | -$2.41万 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $21.72万 | 0.00% | 2,750 | -213 | -7.2% | -$1.68万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $21.73万 | 0.00% | 3,332 | -20 | -0.6% | -$1,304 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $21.80万 | 0.00% | 5,516 | 1,013 | 22.5% | $4.00万 | 加仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $21.83万 | 0.00% | 1,534 | 100 | 7.0% | $1.42万 | 加仓 |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $21.83万 | 0.00% | 4,108 | 4,108 | — | $21.83万 | 新建仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $21.85万 | 0.00% | 5,223 | -18,414 | -77.9% | -$77.02万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $21.86万 | 0.00% | 8,992 | 8,992 | — | $21.86万 | 新建仓 |
| MLPA | GLOBAL X MLP ETF | $21.88万 | 0.00% | 4,063 | 4,063 | — | $21.88万 | 新建仓 |
| EQT | EQT CORP COM | $22.00万 | 0.00% | 3,458 | 3,458 | — | $22.00万 | 新建仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $22.02万 | 0.00% | 1,917 | 35 | 1.9% | $4,021 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $22.07万 | 0.00% | 2,339 | 2,339 | — | $22.07万 | 新建仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $22.11万 | 0.00% | 1,934 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $22.14万 | 0.00% | 1,978 | 119 | 6.4% | $1.33万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $22.23万 | 0.00% | 8,797 | -803 | -8.4% | -$2.03万 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $22.23万 | 0.00% | 5,603 | 5,603 | — | $22.23万 | 新建仓 |
| — | NUVEEN PREFERRED AND INCOME ETF | $22.33万 | 0.00% | 8,666 | 8,666 | — | $22.33万 | 新建仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $22.35万 | 0.00% | 5,620 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $22.35万 | 0.00% | 4,258 | -68 | -1.6% | -$3,569 | 减仓 |
| TEM | TEMPUS AI INC CL A | $22.44万 | 0.00% | 4,963 | 635 | 14.7% | $2.87万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $22.55万 | 0.00% | 3,403 | -504 | -12.9% | -$3.34万 | 减仓 |
| — | HONEYWELL INTL INC COM 看涨期权 | $22.60万 | 0.00% | 1,000 | -600 | -37.5% | -$13.56万 | 减仓 |