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 |
|---|---|---|---|---|---|---|---|---|
| BAX | BAXTER INTL INC COM 看涨期权 | $7.89万 | 0.00% | 3,700 | -500 | -11.9% | -$1.07万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC CL A SHS | $7.93万 | 0.00% | 12,687 | 12,687 | — | $7.93万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $7.97万 | 0.00% | 14,379 | 14,379 | — | $7.97万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM 看涨期权 | $8.00万 | 0.00% | 400 | 200 | 100.0% | $4.00万 | 重新持有 |
| C | CITIGROUP INC COM NEW 看跌期权 | $8.40万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $8.59万 | 0.00% | 15,758 | 5,541 | 54.2% | $3.02万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $9.32万 | 0.00% | 11,407 | -32,082 | -73.8% | -$26.21万 | 减仓 |
| — | OFS CAP CORP COM | $9.48万 | 0.00% | 26,786 | -9,002 | -25.2% | -$3.19万 | 减仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $9.49万 | 0.00% | 10,642 | -307 | -2.8% | -$2,738 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $9.77万 | 0.00% | 10,647 | 334 | 3.2% | $3,066 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC SHS CLASS -A - | $9.86万 | 0.00% | 12,231 | 566 | 4.9% | $4,562 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $9.97万 | 0.00% | 11,757 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW 看跌期权 | $10.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM 看涨期权 | $10.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC COM | $10.32万 | 0.00% | 10,652 | 8 | 0.1% | $78 | 加仓 |
| — | PENNANTPARK INVT CORP COM | $10.43万 | 0.00% | 30,061 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $10.54万 | 0.00% | 22,803 | -10,000 | -30.5% | -$4.62万 | 减仓 |
| HON | HONEYWELL INTL INC COM 看涨期权 | $11.20万 | 0.00% | 500 | -500 | -50.0% | -$11.20万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM 看涨期权 | $11.23万 | 0.00% | 2,600 | -1,800 | -40.9% | -$7.77万 | 减仓 |
| META | META PLATFORMS INC CL A 看涨期权 | $11.27万 | 0.00% | 200 | 200 | — | $11.27万 | 新建仓 |
| NMFC | NEW MTN FIN CORP COM | $11.47万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM 看跌期权 | $11.54万 | 0.00% | 100 | 100 | — | $11.54万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM 看涨期权 | $11.62万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $11.82万 | 0.00% | 20,628 | 628 | 3.1% | $3,598 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $12.04万 | 0.00% | 15,461 | 15,461 | — | $12.04万 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $12.07万 | 0.00% | 13,193 | 815 | 6.6% | $7,457 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $12.10万 | 0.00% | 12,503 | 12,503 | — | $12.10万 | 新建仓 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $12.50万 | 0.00% | 10,417 | 10,417 | — | $12.50万 | 新建仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $13.51万 | 0.00% | 17,872 | 2,288 | 14.7% | $1.73万 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $13.73万 | 0.00% | 40,872 | -13,075 | -24.2% | -$4.39万 | 减仓 |
| MOMO | HELLO GROUP INC ADS | $14.05万 | 0.00% | 24,228 | 24,228 | — | $14.05万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $14.75万 | 0.00% | 13,731 | -426 | -3.0% | -$4,575 | 减仓 |
| MSFT | MICROSOFT CORP COM 看涨期权 | $14.92万 | 0.00% | 400 | 400 | — | $14.92万 | 新建仓 |
| PLUG | PLUG PWR INC COM NEW | $15.25万 | 0.00% | 56,275 | 893 | 1.6% | $2,420 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $15.27万 | 0.00% | 10,260 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $15.53万 | 0.00% | 14,692 | 14,692 | — | $15.53万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $15.72万 | 0.00% | 26,958 | 8,198 | 43.7% | $4.78万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $15.73万 | 0.00% | 10,827 | 10,827 | — | $15.73万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $15.85万 | 0.00% | 10,084 | 10,084 | — | $15.85万 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $16.48万 | 0.00% | 12,411 | -33,484 | -73.0% | -$44.47万 | 减仓 |
| CRK | COMSTOCK RES INC COM | $16.49万 | 0.00% | 11,050 | 11,050 | — | $16.49万 | 新建仓 |
| AVAV | AEROVIRONMENT INC COM 看涨期权 | $16.51万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM 看涨期权 | $16.57万 | 0.00% | 1,900 | 900 | 90.0% | $7.85万 | 加仓 |
| SLB | SLB LIMITED COM STK 看涨期权 | $16.74万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $17.20万 | 0.00% | 10,721 | 546 | 5.4% | $8,757 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM 看涨期权 | $17.27万 | 0.00% | 1,300 | -200 | -13.3% | -$2.66万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $17.35万 | 0.00% | 10,728 | 11 | 0.1% | $178 | 加仓 |
| — | BLEICHROEDER ACQUISITI CORP II USD CL A ORD SHS | $17.48万 | 0.00% | 16,939 | 16,939 | — | $17.48万 | 新建仓 |
| PCG | PG&E CORP COM | $17.51万 | 0.00% | 10,410 | 10,410 | — | $17.51万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC COM | $18.10万 | 0.00% | 23,000 | 23,000 | — | $18.10万 | 新建仓 |
| PSEC | PROSPECT CAP CORP COM | $18.12万 | 0.00% | 78,425 | 42,291 | 117.0% | $9.77万 | 加仓 |
| SSL | SASOL LTD SPONSORED ADR | $18.33万 | 0.00% | 18,666 | 1,060 | 6.0% | $1.04万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $18.78万 | 0.00% | 6,870 | 6,870 | — | $18.78万 | 新建仓 |
| CLB | CORE LABORATORIES INC COM | $18.92万 | 0.00% | 16,244 | -2,232 | -12.1% | -$2.60万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $19.04万 | 0.00% | 10,976 | -632 | -5.4% | -$1.10万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $19.14万 | 0.00% | 10,302 | 10,302 | — | $19.14万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF 看跌期权 | $19.15万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $19.55万 | 0.00% | 22,346 | 5,953 | 36.3% | $5.21万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $19.73万 | 0.00% | 17,934 | 1,431 | 8.7% | $1.57万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $19.83万 | 0.00% | 18,296 | -59,242 | -76.4% | -$64.22万 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $20.07万 | 0.00% | 1,582 | 1,582 | — | $20.07万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $20.13万 | 0.00% | 18,846 | 18,846 | — | $20.13万 | 新建仓 |
| TOST | TOAST INC CL A | $20.17万 | 0.00% | 7,251 | -2,711 | -27.2% | -$7.54万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF 看涨期权 | $20.21万 | 0.00% | 2,700 | -2,000 | -42.6% | -$14.97万 | 减仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $20.21万 | 0.00% | 1,778 | 1,778 | — | $20.21万 | 新建仓 |
| MAS | MASCO CORP COM | $20.21万 | 0.00% | 2,484 | 2,484 | — | $20.21万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $20.22万 | 0.00% | 3,123 | 126 | 4.2% | $8,158 | 重新持有 |
| OUT | OUTFRONT MEDIA INC COM NEW | $20.27万 | 0.00% | 6,187 | 6,187 | — | $20.27万 | 新建仓 |
| DORM | DORMAN PRODS INC COM | $20.28万 | 0.00% | 1,486 | -164 | -9.9% | -$2.24万 | 重新持有 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $20.30万 | 0.00% | 15,685 | 2,886 | 22.5% | $3.73万 | 加仓 |
| — | MARKETDESK FOCUSED U.S. MOMENTUM ETF | $20.31万 | 0.00% | 4,655 | 4,655 | — | $20.31万 | 新建仓 |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $20.38万 | 0.00% | 3,757 | -3,206 | -46.0% | -$17.39万 | 减仓 |
| MMS | MAXIMUS INC COM | $20.39万 | 0.00% | 3,793 | 179 | 5.0% | $9,623 | 加仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $20.41万 | 0.00% | 17,701 | -1,281 | -6.7% | -$1.48万 | 减仓 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $20.42万 | 0.00% | 9,250 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM 看涨期权 | $20.43万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $20.44万 | 0.00% | 4,672 | 4,672 | — | $20.44万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $20.51万 | 0.00% | 2,562 | 601 | 30.6% | $4.81万 | 加仓 |
| LII | LENNOX INTL INC COM | $20.53万 | 0.00% | 358 | -86 | -19.4% | -$4.93万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $20.58万 | 0.00% | 2,390 | 86 | 3.7% | $7,405 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $20.61万 | 0.00% | 330 | 330 | — | $20.61万 | 新建仓 |
| WAFD | WAFD INC COM | $20.71万 | 0.00% | 5,398 | 5,398 | — | $20.71万 | 新建仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $20.74万 | 0.00% | 2,017 | -1,109 | -35.5% | -$11.40万 | 重新持有 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $20.74万 | 0.00% | 3,732 | 3,732 | — | $20.74万 | 新建仓 |
| CPAY | CORPAY INC COM SHS | $20.80万 | 0.00% | 624 | -97 | -13.5% | -$3.23万 | 重新持有 |
| ATI | ATI INC COM | $20.81万 | 0.00% | 1,056 | 1,056 | — | $20.81万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $20.81万 | 0.00% | 100 | -7 | -6.5% | -$1.46万 | 重新持有 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $20.83万 | 0.00% | 4,762 | -3,169 | -40.0% | -$13.86万 | 重新持有 |
| MCO | MOODYS CORP COM | $20.84万 | 0.00% | 460 | 67 | 17.0% | $3.04万 | 重新持有 |
| NOW | SERVICENOW INC COM 看涨期权 | $20.85万 | 0.00% | 2,100 | 2,100 | — | $20.85万 | 新建仓 |
| LAD | LITHIA MTRS INC COM | $20.86万 | 0.00% | 718 | -43 | -5.7% | -$1.25万 | 重新持有 |
| BBDC | BARINGS BDC INC COM | $20.89万 | 0.00% | 24,521 | -10,015 | -29.0% | -$8.53万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $20.90万 | 0.00% | 896 | 896 | — | $20.90万 | 新建仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $20.92万 | 0.00% | 7,322 | 7,322 | — | $20.92万 | 新建仓 |
| EQT | EQT CORP COM | $20.99万 | 0.00% | 3,948 | 490 | 14.2% | $2.60万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $21.08万 | 0.00% | 1,514 | 1,514 | — | $21.08万 | 新建仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $21.12万 | 0.00% | 4,168 | 37 | 0.9% | $1,875 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $21.13万 | 0.00% | 4,043 | -129 | -3.1% | -$6,742 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $21.16万 | 0.00% | 7,043 | 7,043 | — | $21.16万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $21.19万 | 0.00% | 2,070 | -85 | -3.9% | -$8,701 | 减仓 |