13F 机构持仓

Arkadios Wealth Advisors

ATLANTA GA · SEC CIK 0001800798

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$66.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.9%
NVDA 2.4%
IVV 1.7%
MSFT 1.4%
AMZN 1.3%
CARY 1.2%
GOOGL 1.2%
JPM 1.0%
IVW 0.9%
FBND 0.9%

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
— STRATEGY SHARES GOLD ENHANCED YIELD ETF $33.20万0.01%11,272 2,16823.8% $6.38万 加仓
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF $33.29万0.01%7,843 7,843— $33.29万 新建仓
CALF PACER US SMALL CAP CASH COWS ETF $33.35万0.01%7,432 7,432— $33.35万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC COM $33.50万0.01%10,466 -14,687-58.4% -$47.01万 减仓
POOL POOL CORP COM $33.50万0.01%1,656 1489.8% $2.99万 加仓
ACT ENACT HLDGS INC COM $33.51万0.01%8,212 5607.3% $2.29万 加仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $33.69万0.01%8,392 7059.2% $2.83万 加仓
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF $33.70万0.01%3,389 3,389— $33.70万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP $33.89万0.01%5,216 581.1% $3,768 加仓
FALN ISHARES FALLEN ANGELS USD BOND ETF $33.95万0.01%12,705 12,705— $33.95万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $34.03万0.01%15,712 1,82013.1% $3.94万 加仓
UI UBIQUITI INC COM $34.07万0.01%431 431— $34.07万 新建仓
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF $34.11万0.01%8,429 2,46841.4% $9.99万 加仓
LNT ALLIANT ENERGY CORP COM $34.14万0.01%4,757 71517.7% $5.13万 加仓
BST BLACKROCK SCIENCE & TECHNOLOGY SHS $34.17万0.01%9,400 1,62120.8% $5.89万 加仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $34.21万0.01%5,578 -23-0.4% -$1,410 减仓
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $34.21万0.01%10,863 10,863— $34.21万 新建仓
PNR PENTAIR PLC SHS $34.22万0.01%3,928 1153.0% $1.00万 加仓
ULTA ULTA BEAUTY INC COM $34.34万0.01%657 8514.9% $4.44万 加仓
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $34.36万0.01%2,601 -3-0.1% -$396 减仓
USMF WISDOMTREE U.S. MULTIFACTOR FUND $34.38万0.01%6,963 -3,525-33.6% -$17.41万 减仓
QQQ INVESCO QQQ TRUST SERIES I 看涨期权 $34.63万0.01%600 -400-40.0% -$23.09万 减仓
SAN BANCO SANTANDER SA ADR $34.67万0.01%30,733 5,07319.8% $5.72万 加仓
TOL TOLL BROTHERS INC COM $34.71万0.01%2,543 2028.6% $2.76万 加仓
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER $34.72万0.01%8,614 2,68645.3% $10.83万 加仓
— TAYLOR MORRISON HOME CORP COM $34.79万0.01%5,973 -35-0.6% -$2,038 减仓
NVDA NVIDIA CORPORATION COM 看跌期权 $34.88万0.01%2,000 -10,000-83.3% -$174.40万 减仓
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK $34.96万0.01%1,933 372.0% $6,691 加仓
CDNS CADENCE DESIGN SYSTEM INC COM $34.97万0.01%1,258 131.0% $3,614 加仓
RMD RESMED INC COM $35.00万0.01%1,559 29423.2% $6.60万 加仓
BJ BJS WHSL CLUB HLDGS INC COM $35.04万0.01%3,560 -20-0.6% -$1,968 减仓
EZPW EZCORP INC CL A NON VTG $35.04万0.01%13,807 -1,950-12.4% -$4.95万 减仓
CRWD CROWDSTRIKE HLDGS INC CL A 看跌期权 $35.14万0.01%900 500125.0% $19.52万 加仓
ARW ARROW ELECTRS INC COM $35.18万0.01%2,453 1677.3% $2.39万 加仓
NDSN NORDSON CORP COM $35.35万0.01%1,329 -114-7.9% -$3.03万 减仓
FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF $35.36万0.01%17,041 17,041— $35.36万 新建仓
— STRATEGY SHARES NASDAQ 7HANDL INDEX ETF $35.42万0.01%16,217 2,02114.2% $4.41万 加仓
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $35.43万0.01%14,788 7455.3% $1.78万 加仓
OMF ONEMAIN HLDGS INC COM $35.50万0.01%6,637 360.5% $1,926 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF $35.56万0.01%10,526 -8,483-44.6% -$28.66万 减仓
MTH MERITAGE HOMES CORP COM $35.82万0.01%5,792 -37-0.6% -$2,288 减仓
HIMS HIMS & HERS HEALTH INC COM CL A $35.91万0.01%17,300 3,62526.5% $7.53万 加仓
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF $35.93万0.01%18,969 3,84625.4% $7.28万 加仓
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL $36.06万0.01%7,363 7,363— $36.06万 新建仓
BIDU BAIDU INC SPON ADR REP A $36.08万0.01%3,238 30210.3% $3.36万 加仓
AGZ ISHARES AGENCY BOND ETF $36.10万0.01%3,291 160.5% $1,755 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF $36.22万0.01%9,029 3,32158.2% $13.32万 加仓
ROK ROCKWELL AUTOMATION INC COM $36.23万0.01%1,009 -40-3.8% -$1.44万 减仓
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF $36.28万0.01%21,698 1,6868.4% $2.82万 加仓
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF $36.28万0.01%9,039 8139.9% $3.26万 加仓
STRL STERLING INFRASTRUCTURE INC COM $36.29万0.01%891 20329.5% $8.27万 加仓
SPHQ INVESCO S&P 500 QUALITY ETF $36.31万0.01%4,829 4,829— $36.31万 新建仓
ASTS AST SPACEMOBILE INC COM CL A $36.39万0.01%4,391 -104-2.3% -$8,618 减仓
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD $36.44万0.01%43,489 43,489— $36.44万 新建仓
— DIMENSIONAL US SMALL CAP VALUE ETF $36.46万0.01%10,405 3673.7% $1.29万 加仓
VTRS VIATRIS INC COM $36.62万0.01%27,109 8073.1% $1.09万 加仓
FAST FASTENAL CO COM $36.64万0.01%7,897 -1,270-13.9% -$5.89万 减仓
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER $36.76万0.01%9,647 -30-0.3% -$1,143 减仓
NOK NOKIA CORP SPONSORED ADR $36.90万0.01%45,895 45,895— $36.90万 新建仓
AMT AMERICAN TOWER CORP COM $36.95万0.01%2,141 1497.5% $2.57万 加仓
BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF $36.96万0.01%8,298 3,22363.5% $14.36万 加仓
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND $36.99万0.01%1,842 1,842— $36.99万 新建仓
EW EDWARDS LIFESCIENCES CORP COM $37.01万0.01%4,621 3157.3% $2.52万 加仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $37.02万0.01%5,221 5,221— $37.02万 新建仓
BIRK BIRKENSTOCK HOLDING PLC COM SHS $37.22万0.01%10,388 10,388— $37.22万 新建仓
— FIDELITY PREFERRED SECURITIES & INCOME ETF $37.24万0.01%17,348 2,13314.0% $4.58万 加仓
RSG REPUBLIC SVCS INC COM $37.27万0.01%1,702 241.4% $5,255 加仓
TGRT T. ROWE PRICE GROWTH ETF $37.32万0.01%9,493 9,493— $37.32万 新建仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $37.41万0.01%14,977 -8,124-35.2% -$20.29万 减仓
— PALLADYNE AI CORP COM NEW $37.53万0.01%61,821 61,821— $37.53万 新建仓
TD TORONTO DOMINION BK ONT COM NEW $37.68万0.01%4,038 83125.9% $7.75万 加仓
PSA PUBLIC STORAGE OPER CO COM $37.73万0.01%1,393 -233-14.3% -$6.31万 减仓
CHTR CHARTER COMMUNICATIONS INC CL A $37.80万0.01%1,751 1237.6% $2.66万 加仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $37.81万0.01%8,101 1,11816.0% $5.22万 加仓
CFG CITIZENS FINL GROUP INC COM $37.96万0.01%6,330 57310.0% $3.44万 加仓
CIEN CIENA CORP COM NEW $38.01万0.01%979 -61-5.9% -$2.37万 减仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $38.04万0.01%15,673 -806-4.9% -$1.96万 减仓
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER $38.05万0.01%7,980 00.0% — 不变
EWS ISHARES MSCI SINGAPORE ETF $38.09万0.01%13,497 -24-0.2% -$677 减仓
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY $38.30万0.01%7,709 -13,911-64.3% -$69.12万 重新持有
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $38.40万0.01%10,422 -13,739-56.9% -$50.62万 减仓
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF $38.42万0.01%11,151 11,151— $38.42万 新建仓
IRT INDEPENDENCE RLTY TR INC COM $38.55万0.01%25,890 620.2% $923 加仓
DIS DISNEY WALT CO COM 看涨期权 $38.55万0.01%4,000 00.0% — 不变
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY $38.74万0.01%9,500 -257-2.6% -$1.05万 减仓
LTM LATAM AIRLINES GROUP SA SPONSORED ADR $38.76万0.01%7,840 7,840— $38.76万 新建仓
TFLR T. ROWE PRICE FLOATING RATE ETF $39.02万0.01%7,748 1,49523.9% $7.53万 加仓
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF $39.07万0.01%8,217 1,53423.0% $7.29万 加仓
— FIDELITY TACTICAL BOND ETF $39.09万0.01%7,951 1,65226.2% $8.12万 加仓
CTAS CINTAS CORP COM $39.13万0.01%2,314 -55-2.3% -$9,301 减仓
MGC VANGUARD MEGA CAP ETF $39.21万0.01%1,659 1,659— $39.21万 新建仓
FIGB FIDELITY INVESTMENT GRADE BOND ETF $39.39万0.01%9,151 95411.6% $4.11万 加仓
MSCI MSCI INC COM $39.64万0.01%736 -149-16.8% -$8.03万 减仓
H HYATT HOTELS CORP COM CL A $39.69万0.01%2,760 1545.9% $2.21万 加仓
FLR FLUOR CORP COM $39.73万0.01%8,517 250.3% $1,166 加仓
SFST SOUTHERN FIRST BANCSHARES COM $39.76万0.01%7,296 7,296— $39.76万 新建仓
UNM UNUM GROUP COM $39.87万0.01%5,459 1593.0% $1.16万 加仓
BWA BORGWARNER INC COM $40.07万0.01%7,386 -1,846-20.0% -$10.02万 减仓
CLOI VANECK CLO ETF $40.09万0.01%7,608 1,57226.0% $8.28万 加仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $40.12万0.01%5,739 5,739— $40.12万 新建仓