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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC COM | $22.71万 | 0.00% | 1,437 | -362 | -20.1% | -$5.72万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $22.78万 | 0.00% | 11,005 | 1,013 | 10.1% | $2.10万 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $22.78万 | 0.00% | 2,155 | 2,155 | — | $22.78万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP COM UNIT REPST | $22.81万 | 0.00% | 18,496 | 18,496 | — | $22.81万 | 新建仓 |
| SSL | SASOL LTD SPONSORED ADR | $22.82万 | 0.00% | 17,606 | 17,606 | — | $22.82万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $22.84万 | 0.00% | 28,769 | 2,188 | 8.2% | $1.74万 | 加仓 |
| — | ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | $22.88万 | 0.00% | 7,757 | -8,973 | -53.6% | -$26.47万 | 减仓 |
| AMZN | AMAZON COM INC COM 看涨期权 | $22.91万 | 0.00% | 1,100 | -200 | -15.4% | -$4.17万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $22.94万 | 0.00% | 6,259 | 173 | 2.8% | $6,340 | 加仓 |
| — | WISDOMTREE INTERNATIONAL MULTIFACTOR FUND | $22.95万 | 0.00% | 6,811 | 20 | 0.3% | $674 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $22.96万 | 0.00% | 3,802 | 14 | 0.4% | $845 | 加仓 |
| PATH | UIPATH INC CL A | $22.98万 | 0.00% | 20,705 | 20,705 | — | $22.98万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $22.98万 | 0.00% | 474 | 33 | 7.5% | $1.60万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $22.99万 | 0.00% | 16,135 | 2,664 | 19.8% | $3.80万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $23.11万 | 0.00% | 20,968 | 20,968 | — | $23.11万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $23.11万 | 0.00% | 1,545 | -2,182 | -58.5% | -$32.63万 | 减仓 |
| MOD | MODINE MFG CO COM | $23.14万 | 0.00% | 1,068 | 1,068 | — | $23.14万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $23.15万 | 0.00% | 6,255 | 221 | 3.7% | $8,179 | 加仓 |
| MMS | MAXIMUS INC COM | $23.16万 | 0.00% | 3,614 | -1,302 | -26.5% | -$8.35万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $23.17万 | 0.00% | 3,625 | -187 | -4.9% | -$1.20万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $23.39万 | 0.00% | 9,036 | 402 | 4.7% | $1.04万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $23.41万 | 0.00% | 2,767 | 2,767 | — | $23.41万 | 新建仓 |
| — | ATKORE INC COM | $23.42万 | 0.00% | 3,975 | -33 | -0.8% | -$1,944 | 减仓 |
| G | GENPACT LIMITED SHS | $23.43万 | 0.00% | 6,290 | -877 | -12.2% | -$3.27万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $23.44万 | 0.00% | 1,940 | 26 | 1.4% | $3,141 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $23.44万 | 0.00% | 3,230 | -23 | -0.7% | -$1,669 | 减仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $23.56万 | 0.00% | 5,426 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO COM | $23.58万 | 0.00% | 3,822 | -99 | -2.5% | -$6,107 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $23.59万 | 0.00% | 67,019 | 934 | 1.4% | $3,288 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $23.72万 | 0.00% | 2,666 | 2,666 | — | $23.72万 | 新建仓 |
| SSO | PROSHARES ULTRA S&P 500 | $23.75万 | 0.00% | 4,578 | 500 | 12.3% | $2.59万 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $23.84万 | 0.00% | 4,054 | -148 | -3.5% | -$8,704 | 减仓 |
| — | FT VEST DJIA DOGS 10 TARGET INCOME ETF | $23.88万 | 0.00% | 11,000 | -1,211 | -9.9% | -$2.63万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $24.02万 | 0.00% | 1,775 | 94 | 5.6% | $1.27万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $24.03万 | 0.00% | 7,409 | 7,409 | — | $24.03万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $24.07万 | 0.00% | 22,409 | -1,321 | -5.6% | -$1.42万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $24.09万 | 0.00% | 3,195 | -109 | -3.3% | -$8,218 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $24.11万 | 0.00% | 5,136 | -2,243 | -30.4% | -$10.53万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $24.16万 | 0.00% | 8,723 | 8,723 | — | $24.16万 | 新建仓 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $24.21万 | 0.00% | 6,147 | 358 | 6.2% | $1.41万 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $24.24万 | 0.00% | 2,156 | 34 | 1.6% | $3,823 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $24.44万 | 0.00% | 9,490 | -840 | -8.1% | -$2.16万 | 减仓 |
| NNN | NNN REIT INC COM | $24.46万 | 0.00% | 5,820 | 5,820 | — | $24.46万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC COM | $24.47万 | 0.00% | 2,292 | 61 | 2.7% | $6,513 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $24.48万 | 0.00% | 5,768 | -129,143 | -95.7% | -$548.09万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $24.54万 | 0.00% | 15,416 | 1,946 | 14.4% | $3.10万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $24.68万 | 0.00% | 1,211 | -650 | -34.9% | -$13.25万 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $24.76万 | 0.00% | 2,292 | 11 | 0.5% | $1,188 | 加仓 |
| CNC | CENTENE CORP DEL COM | $24.81万 | 0.00% | 7,578 | 113 | 1.5% | $3,700 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $24.87万 | 0.00% | 32,979 | 22,292 | 208.6% | $16.81万 | 重新持有 |
| WIX | WIX COM LTD SHS | $24.87万 | 0.00% | 2,761 | 2,761 | — | $24.87万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $24.88万 | 0.00% | 4,214 | 1,816 | 75.7% | $10.72万 | 加仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $24.91万 | 0.00% | 7,147 | 47 | 0.7% | $1,638 | 加仓 |
| BROS | DUTCH BROS INC CL A | $24.92万 | 0.00% | 4,919 | 4,919 | — | $24.92万 | 新建仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $24.93万 | 0.00% | 5,948 | 535 | 9.9% | $2.24万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $25.01万 | 0.00% | 5,218 | 5,218 | — | $25.01万 | 新建仓 |
| JIII | JANUS HENDERSON INCOME ETF | $25.03万 | 0.00% | 5,048 | 5,048 | — | $25.03万 | 新建仓 |
| LKFN | LAKELAND FINL CORP COM | $25.04万 | 0.00% | 4,363 | -131 | -2.9% | -$7,517 | 减仓 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $25.07万 | 0.00% | 4,940 | 132 | 2.7% | $6,698 | 加仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $25.11万 | 0.00% | 6,450 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $25.12万 | 0.00% | 2,692 | 136 | 5.3% | $1.27万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $25.18万 | 0.00% | 2,210 | 276 | 14.3% | $3.15万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $25.19万 | 0.00% | 2,849 | -498 | -14.9% | -$4.40万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $25.29万 | 0.00% | 2,935 | 2,935 | — | $25.29万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $25.29万 | 0.00% | 14,384 | 14,384 | — | $25.29万 | 新建仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $25.31万 | 0.00% | 2,610 | 2,610 | — | $25.31万 | 新建仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $25.37万 | 0.00% | 2,979 | 2,979 | — | $25.37万 | 新建仓 |
| EQIX | EQUINIX INC COM | $25.39万 | 0.00% | 259 | -289 | -52.7% | -$28.33万 | 减仓 |
| DTE | DTE ENERGY CO COM | $25.42万 | 0.00% | 1,739 | 1,739 | — | $25.42万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $25.42万 | 0.00% | 903 | 903 | — | $25.42万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $25.43万 | 0.00% | 905 | 41 | 4.7% | $1.15万 | 加仓 |
| — | GLOBAL X AGING POPULATION ETF | $25.44万 | 0.00% | 7,147 | 26 | 0.4% | $926 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $25.58万 | 0.00% | 11,132 | 11,132 | — | $25.58万 | 新建仓 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $25.64万 | 0.00% | 10,000 | 10,000 | — | $25.64万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $25.65万 | 0.00% | 3,351 | 2,534 | 310.2% | $19.40万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $25.70万 | 0.00% | 11,844 | 1,654 | 16.2% | $3.59万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $25.71万 | 0.00% | 10,151 | 10,151 | — | $25.71万 | 新建仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $25.71万 | 0.00% | 5,750 | 5,750 | — | $25.71万 | 新建仓 |
| AVT | AVNET INC COM | $25.80万 | 0.00% | 4,187 | -2,809 | -40.2% | -$17.31万 | 重新持有 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $25.95万 | 0.00% | 4,319 | 4,319 | — | $25.95万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC COM | $25.97万 | 0.00% | 6,016 | 119 | 2.0% | $5,137 | 加仓 |
| MGA | MAGNA INTL INC COM | $26.05万 | 0.00% | 4,667 | -100 | -2.1% | -$5,581 | 减仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $26.07万 | 0.00% | 9,925 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $26.11万 | 0.00% | 1,233 | -2,055 | -62.5% | -$43.52万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $26.12万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $26.16万 | 0.00% | 6,111 | -3,555 | -36.8% | -$15.22万 | 减仓 |
| RS | RELIANCE INC COM | $26.30万 | 0.00% | 865 | -14 | -1.6% | -$4,256 | 减仓 |
| RBA | RB GLOBAL INC COM | $26.30万 | 0.00% | 2,743 | -23 | -0.8% | -$2,205 | 减仓 |
| PINS | PINTEREST INC CL A | $26.35万 | 0.00% | 14,365 | -253 | -1.7% | -$4,640 | 减仓 |
| TX | TERNIUM SA SPONSORED ADS | $26.38万 | 0.00% | 6,570 | 6,570 | — | $26.38万 | 新建仓 |
| PCAR | PACCAR INC COM | $26.38万 | 0.00% | 2,284 | 6 | 0.3% | $693 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $26.40万 | 0.00% | 1,429 | 21 | 1.5% | $3,880 | 加仓 |
| TOST | TOAST INC CL A | $26.41万 | 0.00% | 9,962 | 3,510 | 54.4% | $9.31万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $26.42万 | 0.00% | 747 | -47 | -5.9% | -$1.66万 | 减仓 |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $26.46万 | 0.00% | 4,695 | -1,197 | -20.3% | -$6.75万 | 减仓 |
| COO | COOPER COS INC COM | $26.50万 | 0.00% | 3,706 | 154 | 4.3% | $1.10万 | 加仓 |
| TRP | TC ENERGY CORP COM | $26.50万 | 0.00% | 4,233 | 143 | 3.5% | $8,953 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.52万 | 0.00% | 5,026 | -335 | -6.2% | -$1.77万 | 减仓 |
| BTU | PEABODY ENERGY CORP COM | $26.65万 | 0.00% | 8,089 | -2,930 | -26.6% | -$9.65万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $26.66万 | 0.00% | 1,864 | 28 | 1.5% | $4,005 | 加仓 |