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 |
|---|---|---|---|---|---|---|---|---|
| IYY | ISHARES DOW JONES U.S. ETF | $26.72万 | 0.00% | 1,687 | 2 | 0.1% | $317 | 加仓 |
| BAC | BANK OF AMER CORP COM 看涨期权 | $26.81万 | 0.00% | 5,500 | -5,100 | -48.1% | -$24.86万 | 减仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $26.84万 | 0.00% | 9,813 | -420 | -4.1% | -$1.15万 | 减仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $26.95万 | 0.00% | 6,606 | 6,606 | — | $26.95万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $27.08万 | 0.00% | 12,964 | -1,529 | -10.5% | -$3.19万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $27.09万 | 0.00% | 3,271 | 50 | 1.6% | $4,141 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $27.14万 | 0.00% | 1,671 | -652 | -28.1% | -$10.59万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $27.15万 | 0.00% | 2,489 | 786 | 46.2% | $8.57万 | 加仓 |
| — | INVESCO S&P SMALLCAP ENERGY ETF | $27.20万 | 0.00% | 4,461 | -531 | -10.6% | -$3.24万 | 减仓 |
| — | FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF | $27.39万 | 0.00% | 8,738 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $27.44万 | 0.00% | 3,989 | 3 | 0.1% | $206 | 加仓 |
| AN | AUTONATION INC COM | $27.51万 | 0.00% | 1,409 | 5 | 0.4% | $976 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $27.56万 | 0.00% | 6,324 | 258 | 4.3% | $1.12万 | 重新持有 |
| TECK | TECK RESOURCES LTD CL B | $27.62万 | 0.00% | 5,338 | -8,168 | -60.5% | -$42.26万 | 减仓 |
| CC | CHEMOURS CO COM | $27.73万 | 0.00% | 12,589 | -479 | -3.7% | -$1.06万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $27.82万 | 0.00% | 8,626 | 8,626 | — | $27.82万 | 新建仓 |
| AGCO | AGCO CORP COM | $27.85万 | 0.00% | 2,404 | 2 | 0.1% | $232 | 加仓 |
| — | ISHARES LARGE CAP VALUE ACTIVE ETF | $27.91万 | 0.00% | 7,728 | 7,728 | — | $27.91万 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $27.92万 | 0.00% | 2,895 | 2,895 | — | $27.92万 | 新建仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $27.99万 | 0.00% | 12,034 | 12,034 | — | $27.99万 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $28.05万 | 0.00% | 3,255 | 312 | 10.6% | $2.69万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $28.07万 | 0.00% | 7,438 | -7 | -0.1% | -$264 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $28.11万 | 0.00% | 1,205 | -17 | -1.4% | -$3,965 | 减仓 |
| UGI | UGI CORP NEW COM | $28.16万 | 0.00% | 7,731 | 7,731 | — | $28.16万 | 新建仓 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $28.20万 | 0.00% | 9,026 | -3,871 | -30.0% | -$12.09万 | 减仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $28.30万 | 0.00% | 3,749 | 176 | 4.9% | $1.33万 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $28.30万 | 0.00% | 5,682 | 1,589 | 38.8% | $7.92万 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $28.34万 | 0.00% | 5,180 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $28.35万 | 0.00% | 11,875 | -400 | -3.3% | -$9,548 | 减仓 |
| BBDC | BARINGS BDC INC COM | $28.42万 | 0.00% | 34,536 | 4,512 | 15.0% | $3.71万 | 加仓 |
| GLNG | GOLAR LNG LTD SHS | $28.42万 | 0.00% | 5,253 | 8 | 0.2% | $433 | 重新持有 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $28.46万 | 0.00% | 12,562 | 653 | 5.5% | $1.48万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $28.48万 | 0.00% | 14,874 | 1,833 | 14.1% | $3.51万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $28.51万 | 0.00% | 7,880 | 364 | 4.8% | $1.32万 | 加仓 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $28.61万 | 0.00% | 9,957 | 9,957 | — | $28.61万 | 新建仓 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $28.70万 | 0.00% | 7,300 | 7,300 | — | $28.70万 | 新建仓 |
| — | LEUTHOLD SELECT INDUSTRIES ETF | $28.73万 | 0.00% | 7,103 | 7,103 | — | $28.73万 | 新建仓 |
| — | MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $28.95万 | 0.00% | 10,245 | -1,565 | -13.3% | -$4.42万 | 减仓 |
| CLS | CELESTICA INC COM | $28.96万 | 0.00% | 1,028 | 1,028 | — | $28.96万 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $28.97万 | 0.00% | 1,611 | -102 | -6.0% | -$1.83万 | 减仓 |
| ROL | ROLLINS INC COM | $28.99万 | 0.00% | 5,428 | -2,286 | -29.6% | -$12.21万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $29.02万 | 0.00% | 2,683 | 140 | 5.5% | $1.51万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $29.17万 | 0.00% | 8,470 | 8,470 | — | $29.17万 | 新建仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $29.22万 | 0.00% | 5,478 | -124 | -2.2% | -$6,615 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $29.25万 | 0.00% | 3,093 | 284 | 10.1% | $2.69万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $29.50万 | 0.00% | 1,815 | -790 | -30.3% | -$12.84万 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $29.50万 | 0.00% | 3,989 | -76 | -1.9% | -$5,620 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $29.60万 | 0.00% | 799 | 9 | 1.1% | $3,334 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $29.72万 | 0.00% | 6,567 | 6,567 | — | $29.72万 | 新建仓 |
| NVT | NVENT ELEC PLC SHS | $29.90万 | 0.00% | 2,528 | -1,469 | -36.8% | -$17.37万 | 重新持有 |
| SLAB | SILICON LABORATORIES INC COM | $30.10万 | 0.00% | 1,446 | -1,562 | -51.9% | -$32.51万 | 减仓 |
| MKSI | MKS INC. COM | $30.13万 | 0.00% | 1,311 | 1,311 | — | $30.13万 | 新建仓 |
| MTN | VAIL RESORTS INC COM | $30.29万 | 0.00% | 2,361 | 447 | 23.4% | $5.73万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $30.40万 | 0.00% | 5,963 | 5,963 | — | $30.40万 | 新建仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $30.42万 | 0.00% | 3,396 | -378 | -10.0% | -$3.39万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $30.43万 | 0.00% | 10,924 | 10,924 | — | $30.43万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC COM | $30.50万 | 0.00% | 851 | 119 | 16.3% | $4.26万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $30.52万 | 0.00% | 3,153 | 547 | 21.0% | $5.29万 | 加仓 |
| CPNG | COUPANG INC CL A | $30.52万 | 0.00% | 16,165 | -5,288 | -24.6% | -$9.98万 | 减仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $30.59万 | 0.00% | 1,926 | 410 | 27.0% | $6.51万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF 看涨期权 | $30.62万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $30.67万 | 0.01% | 4,788 | -107 | -2.2% | -$6,855 | 减仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $30.74万 | 0.01% | 10,262 | 2,648 | 34.8% | $7.93万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $30.76万 | 0.01% | 12,072 | -763 | -5.9% | -$1.94万 | 减仓 |
| TDVI | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | $30.81万 | 0.01% | 11,600 | -358 | -3.0% | -$9,508 | 减仓 |
| THO | THOR INDS INC COM | $30.82万 | 0.01% | 3,858 | 604 | 18.6% | $4.82万 | 加仓 |
| ORCL | ORACLE CORP COM 看涨期权 | $30.89万 | 0.01% | 2,100 | 2,100 | — | $30.89万 | 新建仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $30.99万 | 0.01% | 10,264 | 10,264 | — | $30.99万 | 新建仓 |
| CLB | CORE LABORATORIES INC COM | $31.02万 | 0.01% | 18,476 | -2,242 | -10.8% | -$3.76万 | 减仓 |
| — | SILA REALTY TRUST INC CLASS A | $31.07万 | 0.01% | 13,121 | 13,121 | — | $31.07万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $31.07万 | 0.01% | 3,950 | 348 | 9.7% | $2.74万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $31.07万 | 0.01% | 4,386 | 4,386 | — | $31.07万 | 新建仓 |
| AER | AERCAP HOLDINGS NV SHS | $31.27万 | 0.01% | 2,280 | -245 | -9.7% | -$3.36万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $31.49万 | 0.01% | 3,355 | 3,355 | — | $31.49万 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $31.66万 | 0.01% | 6,678 | -9,019 | -57.5% | -$42.76万 | 减仓 |
| TER | TERADYNE INC COM | $31.73万 | 0.01% | 1,070 | 1,070 | — | $31.73万 | 新建仓 |
| — | FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER | $31.78万 | 0.01% | 14,500 | -500 | -3.3% | -$1.10万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $31.84万 | 0.01% | 4,875 | 63 | 1.3% | $4,114 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $31.88万 | 0.01% | 8,929 | -1,011 | -10.2% | -$3.61万 | 减仓 |
| ZS | ZSCALER INC COM | $31.94万 | 0.01% | 2,277 | 2,277 | — | $31.94万 | 新建仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $31.97万 | 0.01% | 8,548 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $32.01万 | 0.01% | 3,278 | -11 | -0.3% | -$1,074 | 减仓 |
| SPSC | SPS COMM INC COM | $32.01万 | 0.01% | 5,750 | 448 | 8.4% | $2.49万 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $32.06万 | 0.01% | 4,619 | 873 | 23.3% | $6.06万 | 加仓 |
| OKLO | OKLO INC COM CL A | $32.06万 | 0.01% | 6,465 | 800 | 14.1% | $3.97万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $32.20万 | 0.01% | 3,518 | 59 | 1.7% | $5,401 | 加仓 |
| — | FIRST TRUST EXPANDED TECHNOLOGY ETF | $32.23万 | 0.01% | 9,818 | 97 | 1.0% | $3,184 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $32.26万 | 0.01% | 1,953 | 47 | 2.5% | $7,763 | 加仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $32.31万 | 0.01% | 6,903 | 6,903 | — | $32.31万 | 新建仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $32.35万 | 0.01% | 32,284 | -86,246 | -72.8% | -$86.42万 | 减仓 |
| HEWJ | ISHARES CURRENCY HEDGED MSCI JAPAN ETF | $32.38万 | 0.01% | 5,753 | 700 | 13.9% | $3.94万 | 加仓 |
| QLYS | QUALYS INC COM | $32.44万 | 0.01% | 3,693 | -79 | -2.1% | -$6,940 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $32.49万 | 0.01% | 2,328 | 34 | 1.5% | $4,745 | 加仓 |
| TNET | TRINET GROUP INC COM | $32.56万 | 0.01% | 8,939 | 2,735 | 44.1% | $9.96万 | 重新持有 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $32.87万 | 0.01% | 12,745 | 801 | 6.7% | $2.07万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $32.88万 | 0.01% | 8,061 | 575 | 7.7% | $2.35万 | 加仓 |
| DT | DYNATRACE INC COM NEW | $32.90万 | 0.01% | 8,896 | -182 | -2.0% | -$6,730 | 减仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $33.14万 | 0.01% | 4,577 | 185 | 4.2% | $1.34万 | 加仓 |
| GRMN | GARMIN LTD SHS | $33.19万 | 0.01% | 1,431 | 570 | 66.2% | $13.22万 | 重新持有 |
| WSO | WATSCO INC COM | $33.19万 | 0.01% | 912 | 7 | 0.8% | $2,548 | 加仓 |