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 |
|---|---|---|---|---|---|---|---|---|
| BXP | BXP INC COM | $21.22万 | 0.00% | 3,200 | 43 | 1.4% | $2,851 | 重新持有 |
| HEI | HEICO CORP NEW COM | $21.30万 | 0.00% | 598 | 598 | — | $21.30万 | 新建仓 |
| — | FT VEST DJIA DOGS 10 TARGET INCOME ETF | $21.30万 | 0.00% | 10,000 | -1,000 | -9.1% | -$2.13万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $21.38万 | 0.00% | 1,613 | 51 | 3.3% | $6,760 | 重新持有 |
| — | AMPLIFY DIGITAL PAYMENTS ETF | $21.41万 | 0.00% | 4,644 | -1,467 | -24.0% | -$6.76万 | 减仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $21.49万 | 0.00% | 6,298 | 6,298 | — | $21.49万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC COM | $21.53万 | 0.00% | 653 | 29 | 4.6% | $9,561 | 加仓 |
| MOG/A | MOOG INC CL A | $21.56万 | 0.00% | 509 | 509 | — | $21.56万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C 看涨期权 | $21.57万 | 0.00% | 500 | -100 | -16.7% | -$4.31万 | 减仓 |
| MLPA | GLOBAL X MLP ETF | $21.61万 | 0.00% | 4,072 | 9 | 0.2% | $478 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $21.63万 | 0.00% | 15,790 | 15,790 | — | $21.63万 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $21.64万 | 0.00% | 3,068 | -335 | -9.8% | -$2.36万 | 减仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $21.65万 | 0.00% | 4,622 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $21.69万 | 0.00% | 7,487 | 7,487 | — | $21.69万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $21.72万 | 0.00% | 4,224 | -651 | -13.4% | -$3.35万 | 重新持有 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $21.74万 | 0.00% | 1,580 | 1,580 | — | $21.74万 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $21.75万 | 0.00% | 2,706 | 2,706 | — | $21.75万 | 新建仓 |
| UI | UBIQUITI INC COM | $21.76万 | 0.00% | 407 | -24 | -5.6% | -$1.28万 | 减仓 |
| IWC | ISHARES MICRO-CAP ETF | $21.78万 | 0.00% | 1,089 | -243 | -18.2% | -$4.86万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $21.81万 | 0.00% | 6,161 | 6,161 | — | $21.81万 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $21.83万 | 0.00% | 12,380 | 984 | 8.6% | $1.73万 | 加仓 |
| — | WISDOMTREE INTERNATIONAL MULTIFACTOR FUND | $21.96万 | 0.00% | 6,469 | -342 | -5.0% | -$1.16万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $22.01万 | 0.00% | 907 | 2 | 0.2% | $485 | 加仓 |
| FUL | FULLER H B CO COM | $22.05万 | 0.00% | 3,782 | -40 | -1.0% | -$2,332 | 减仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $22.12万 | 0.00% | 21,432 | -10,852 | -33.6% | -$11.20万 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $22.13万 | 0.00% | 1,377 | 1,377 | — | $22.13万 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $22.14万 | 0.00% | 2,802 | -453 | -13.9% | -$3.58万 | 减仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $22.16万 | 0.00% | 8,797 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $22.17万 | 0.00% | 1,670 | 1,670 | — | $22.17万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $22.25万 | 0.00% | 1,624 | -191 | -10.5% | -$2.62万 | 减仓 |
| KSS | KOHLS CORP COM | $22.30万 | 0.00% | 12,584 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER | $22.31万 | 0.00% | 9,500 | -5,000 | -34.5% | -$11.74万 | 减仓 |
| EXP | EAGLE MATLS INC COM | $22.32万 | 0.00% | 992 | 992 | — | $22.32万 | 新建仓 |
| NPO | ENPRO INC COM | $22.34万 | 0.00% | 593 | 593 | — | $22.34万 | 新建仓 |
| NEWT | NEWTEKONE INC COM NEW | $22.43万 | 0.00% | 15,142 | -1,059 | -6.5% | -$1.57万 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $22.51万 | 0.00% | 7,173 | 7,173 | — | $22.51万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $22.52万 | 0.00% | 901 | 901 | — | $22.52万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $22.69万 | 0.00% | 2,609 | 2,609 | — | $22.69万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $22.72万 | 0.00% | 7,304 | -3,620 | -33.1% | -$11.26万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $22.73万 | 0.00% | 6,684 | -3,782 | -36.1% | -$12.86万 | 减仓 |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $22.74万 | 0.00% | 4,270 | 162 | 3.9% | $8,629 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $22.81万 | 0.00% | 301 | 301 | — | $22.81万 | 新建仓 |
| GL | GLOBE LIFE INC COM | $22.93万 | 0.00% | 1,284 | 1,284 | — | $22.93万 | 新建仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $22.93万 | 0.00% | 6,037 | 6,037 | — | $22.93万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $22.98万 | 0.00% | 6,406 | -4,120 | -39.1% | -$14.78万 | 减仓 |
| AZO | AUTOZONE INC COM | $23.01万 | 0.00% | 72 | -1,023 | -93.4% | -$326.95万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.03万 | 0.00% | 5,058 | 32 | 0.6% | $1,457 | 加仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $23.07万 | 0.00% | 2,044 | 127 | 6.6% | $1.43万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD COM | $23.08万 | 0.00% | 8,594 | 8,594 | — | $23.08万 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $23.23万 | 0.00% | 1,060 | -151 | -12.5% | -$3.31万 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $23.29万 | 0.00% | 2,178 | -114 | -5.0% | -$1.22万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $23.35万 | 0.00% | 614 | 614 | — | $23.35万 | 新建仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $23.44万 | 0.00% | 1,137 | -789 | -41.0% | -$16.27万 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $23.46万 | 0.00% | 2,321 | 200 | 9.4% | $2.02万 | 加仓 |
| GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | $23.51万 | 0.00% | 24,717 | 24,717 | — | $23.51万 | 新建仓 |
| STE | STERIS PLC SHS USD | $23.52万 | 0.00% | 1,117 | -769 | -40.8% | -$16.20万 | 减仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $23.53万 | 0.00% | 5,630 | -820 | -12.7% | -$3.43万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $23.62万 | 0.00% | 5,317 | -1,361 | -20.4% | -$6.05万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $23.66万 | 0.00% | 1,256 | 1,256 | — | $23.66万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL COM | $23.78万 | 0.00% | 387 | 12 | 3.2% | $7,373 | 重新持有 |
| WCN | WASTE CONNECTIONS INC COM | $23.80万 | 0.00% | 1,427 | -244 | -14.6% | -$4.07万 | 减仓 |
| TRU | TRANSUNION COM | $23.82万 | 0.00% | 3,302 | -5,537 | -62.6% | -$39.94万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $23.93万 | 0.00% | 7,091 | -6,390 | -47.4% | -$21.57万 | 减仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $24.02万 | 0.00% | 4,736 | 4,736 | — | $24.02万 | 新建仓 |
| TXT | TEXTRON INC COM | $24.02万 | 0.00% | 2,618 | 2,618 | — | $24.02万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $24.03万 | 0.00% | 1,947 | 1,947 | — | $24.03万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $24.08万 | 0.00% | 6,456 | 6,456 | — | $24.08万 | 新建仓 |
| ZS | ZSCALER INC COM | $24.10万 | 0.00% | 1,707 | -570 | -25.0% | -$8.05万 | 减仓 |
| NTNX | NUTANIX INC CL A | $24.19万 | 0.00% | 4,747 | 358 | 8.2% | $1.82万 | 重新持有 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $24.20万 | 0.00% | 2,920 | 153 | 5.5% | $1.27万 | 加仓 |
| CUBE | CUBESMART COM | $24.22万 | 0.00% | 6,091 | -6,837 | -52.9% | -$27.19万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $24.26万 | 0.00% | 1,373 | -402 | -22.6% | -$7.10万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $24.37万 | 0.00% | 3,261 | 7 | 0.2% | $523 | 加仓 |
| — | INNOVATOR U.S. EQUITY 5 TO 15 BUFFER ETF - QUARTERLY | $24.40万 | 0.00% | 6,805 | 6,805 | — | $24.40万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $24.44万 | 0.00% | 5,292 | -10,249 | -65.9% | -$47.34万 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $24.50万 | 0.00% | 3,694 | 725 | 24.4% | $4.81万 | 加仓 |
| ARMK | ARAMARK COM | $24.53万 | 0.00% | 4,312 | 4,312 | — | $24.53万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $24.58万 | 0.00% | 3,398 | 47 | 1.4% | $3,400 | 加仓 |
| VSAT | VIASAT INC COM | $24.58万 | 0.00% | 2,737 | 2,737 | — | $24.58万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $24.60万 | 0.00% | 6,390 | 874 | 15.8% | $3.36万 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $24.61万 | 0.00% | 1,605 | -321 | -16.7% | -$4.92万 | 减仓 |
| — | INVESCO S&P SMALLCAP ENERGY ETF | $24.67万 | 0.00% | 4,488 | 27 | 0.6% | $1,484 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $24.73万 | 0.00% | 8,520 | 1,705 | 25.0% | $4.95万 | 重新持有 |
| COO | COOPER COS INC COM | $24.78万 | 0.00% | 3,455 | -251 | -6.8% | -$1.80万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $24.80万 | 0.00% | 550 | -107 | -16.3% | -$4.83万 | 减仓 |
| — | GLOBAL X AGING POPULATION ETF | $24.82万 | 0.00% | 6,893 | -254 | -3.6% | -$9,147 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $24.87万 | 0.00% | 6,631 | -83,240 | -92.6% | -$312.22万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A 看跌期权 | $25.02万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $25.03万 | 0.00% | 4,523 | -2,117 | -31.9% | -$11.71万 | 重新持有 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $25.05万 | 0.00% | 3,161 | -69 | -2.1% | -$5,467 | 减仓 |
| INGR | INGREDION INC COM | $25.06万 | 0.00% | 2,646 | 2,646 | — | $25.06万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $25.24万 | 0.00% | 721 | 721 | — | $25.24万 | 新建仓 |
| — | NUVEEN PREFERRED AND INCOME ETF | $25.30万 | 0.00% | 9,674 | 1,008 | 11.6% | $2.64万 | 加仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $25.33万 | 0.00% | 5,426 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $25.37万 | 0.00% | 2,861 | 12 | 0.4% | $1,064 | 加仓 |
| CTRE | CARETRUST REIT INC COM | $25.37万 | 0.00% | 6,289 | 30 | 0.5% | $1,210 | 加仓 |
| XDEC | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $25.39万 | 0.00% | 5,928 | -2,686 | -31.2% | -$11.51万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $25.40万 | 0.00% | 10,711 | 10,711 | — | $25.40万 | 新建仓 |
| JIII | JANUS HENDERSON INCOME ETF | $25.40万 | 0.00% | 5,096 | 48 | 1.0% | $2,392 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $25.43万 | 0.00% | 8,892 | 266 | 3.1% | $7,608 | 加仓 |