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 |
|---|---|---|---|---|---|---|---|---|
| VRSN | VERISIGN INC COM | $30.40万 | 0.00% | 1,209 | 343 | 39.6% | $8.62万 | 重新持有 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $30.48万 | 0.00% | 10,506 | -3,398 | -24.4% | -$9.86万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $30.48万 | 0.00% | 18,253 | -362,111 | -95.2% | -$604.72万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $30.55万 | 0.00% | 17,049 | 2,971 | 21.1% | $5.32万 | 加仓 |
| NNN | NNN REIT INC COM | $30.66万 | 0.00% | 6,589 | 769 | 13.2% | $3.58万 | 加仓 |
| — | STRATEGY SHARES GOLD ENHANCED YIELD ETF | $30.66万 | 0.00% | 12,190 | 918 | 8.1% | $2.31万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $30.74万 | 0.00% | 3,118 | -190,052 | -98.4% | -$1,873.60万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $30.76万 | 0.00% | 1,688 | 1 | 0.1% | $182 | 加仓 |
| ORCL | ORACLE CORP COM 看涨期权 | $30.78万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $30.78万 | 0.00% | 533 | 5 | 0.9% | $2,887 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $30.84万 | 0.00% | 5,180 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ACTIVE FACTOR LARGE CAP GROWTH ETF | $30.97万 | 0.00% | 8,475 | -263 | -3.0% | -$9,610 | 减仓 |
| UGI | UGI CORP NEW COM | $31.01万 | 0.00% | 8,980 | 1,249 | 16.2% | $4.31万 | 加仓 |
| LKQ | LKQ CORP COM | $31.02万 | 0.00% | 11,782 | 4,997 | 73.6% | $13.16万 | 重新持有 |
| SIGI | SELECTIVE INS GROUP INC COM | $31.08万 | 0.00% | 3,203 | 8 | 0.3% | $776 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $31.09万 | 0.00% | 3,151 | 3,151 | — | $31.09万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC COM | $31.20万 | 0.00% | 2,417 | 125 | 5.5% | $1.61万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $31.25万 | 0.00% | 12,024 | -48 | -0.4% | -$1,248 | 减仓 |
| TEM | TEMPUS AI INC CL A | $31.28万 | 0.00% | 5,400 | 437 | 8.8% | $2.53万 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $31.32万 | 0.00% | 2,444 | 466 | 23.6% | $5.97万 | 加仓 |
| BAC | BANK OF AMER CORP COM 看涨期权 | $31.34万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $31.38万 | 0.00% | 8,866 | 143 | 1.6% | $5,061 | 加仓 |
| BWA | BORGWARNER INC COM | $31.42万 | 0.00% | 4,732 | -2,654 | -35.9% | -$17.62万 | 减仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $31.44万 | 0.00% | 7,026 | -36,032 | -83.7% | -$161.25万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $31.52万 | 0.00% | 5,046 | -24,879 | -83.1% | -$155.39万 | 减仓 |
| RS | RELIANCE INC COM | $31.54万 | 0.00% | 844 | -21 | -2.4% | -$7,847 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $31.56万 | 0.00% | 4,137 | -620 | -13.0% | -$4.73万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $31.60万 | 0.00% | 1,162 | -2,193 | -65.4% | -$59.64万 | 减仓 |
| XMTR | XOMETRY INC CLASS A COM | $31.74万 | 0.00% | 3,288 | -8,714 | -72.6% | -$84.11万 | 重新持有 |
| HUM | HUMANA INC COM 看涨期权 | $31.78万 | 0.00% | 800 | -300 | -27.3% | -$11.92万 | 减仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $31.78万 | 0.00% | 7,288 | 964 | 15.2% | $4.20万 | 加仓 |
| PATH | UIPATH INC CL A | $31.83万 | 0.00% | 29,280 | 8,575 | 41.4% | $9.32万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $31.86万 | 0.00% | 3,677 | -273 | -6.9% | -$2.37万 | 减仓 |
| RBA | RB GLOBAL INC COM | $31.89万 | 0.00% | 2,739 | -4 | -0.1% | -$466 | 减仓 |
| CAT | CATERPILLAR INC COM 看跌期权 | $31.95万 | 0.00% | 300 | 100 | 50.0% | $10.65万 | 加仓 |
| — | ISHARES LARGE CAP VALUE ACTIVE ETF | $32.02万 | 0.00% | 7,750 | 22 | 0.3% | $909 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $32.06万 | 0.00% | 6,707 | 452 | 7.2% | $2.16万 | 加仓 |
| HUN | HUNTSMAN CORP COM | $32.21万 | 0.00% | 30,325 | -13,187 | -30.3% | -$14.00万 | 减仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $32.22万 | 0.00% | 15,590 | -66,673 | -81.0% | -$137.81万 | 减仓 |
| MGA | MAGNA INTL INC COM | $32.26万 | 0.00% | 4,914 | 247 | 5.3% | $1.62万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $32.27万 | 0.00% | 1,797 | 641 | 55.4% | $11.51万 | 重新持有 |
| ESE | ESCO TECHNOLOGIES INC COM | $32.40万 | 0.00% | 926 | 23 | 2.5% | $8,049 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF | $32.48万 | 0.00% | 7,381 | -1,648 | -18.3% | -$7.25万 | 减仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $32.49万 | 0.00% | 259 | -215 | -45.4% | -$26.97万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $32.49万 | 0.00% | 2,147 | -2,230 | -50.9% | -$33.75万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $32.58万 | 0.00% | 6,437 | -995 | -13.4% | -$5.04万 | 减仓 |
| PCAR | PACCAR INC COM | $32.72万 | 0.00% | 2,724 | 440 | 19.3% | $5.29万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $32.83万 | 0.00% | 11,875 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $32.84万 | 0.00% | 1,839 | -94 | -4.9% | -$1.68万 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $32.85万 | 0.00% | 1,228 | 1,228 | — | $32.85万 | 新建仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $32.92万 | 0.00% | 1,954 | -120 | -5.8% | -$2.02万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $32.96万 | 0.00% | 534 | 534 | — | $32.96万 | 新建仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $33.20万 | 0.01% | 6,994 | 6,994 | — | $33.20万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $33.21万 | 0.01% | 7,468 | 30 | 0.4% | $1,334 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $33.24万 | 0.01% | 17,232 | -22,597 | -56.7% | -$43.59万 | 减仓 |
| THO | THOR INDS INC COM | $33.47万 | 0.01% | 4,453 | 595 | 15.4% | $4.47万 | 加仓 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $33.49万 | 0.01% | 3,624 | -695 | -16.1% | -$6.42万 | 减仓 |
| FFIV | F5 INC COM | $33.53万 | 0.01% | 806 | 806 | — | $33.53万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $33.55万 | 0.01% | 7,481 | 3,173 | 73.7% | $14.23万 | 重新持有 |
| DTE | DTE ENERGY CO COM | $33.58万 | 0.01% | 2,204 | 465 | 26.7% | $7.08万 | 加仓 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $33.68万 | 0.01% | 5,840 | 5,840 | — | $33.68万 | 新建仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $33.72万 | 0.01% | 3,393 | 4 | 0.1% | $397 | 加仓 |
| DASH | DOORDASH INC CL A | $33.72万 | 0.01% | 1,827 | -4,171 | -69.5% | -$76.99万 | 减仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $33.73万 | 0.01% | 3,784 | 35 | 0.9% | $3,120 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $33.75万 | 0.01% | 6,730 | -11,598 | -63.3% | -$58.16万 | 减仓 |
| AGCO | AGCO CORP COM | $33.79万 | 0.01% | 2,823 | 419 | 17.4% | $5.02万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $33.87万 | 0.01% | 8,548 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $33.89万 | 0.01% | 1,591 | -111 | -6.5% | -$2.36万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $33.90万 | 0.01% | 1,065 | -328 | -23.5% | -$10.44万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $33.95万 | 0.01% | 14,064 | -1,609 | -10.3% | -$3.88万 | 减仓 |
| GRMN | GARMIN LTD SHS | $34.00万 | 0.01% | 1,432 | 1 | 0.1% | $237 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $34.00万 | 0.01% | 5,718 | 380 | 7.1% | $2.26万 | 加仓 |
| ROKU | ROKU INC COM CL A | $34.01万 | 0.01% | 2,462 | 182 | 8.0% | $2.51万 | 加仓 |
| UFPI | UFP INDUSTRIES INC COM | $34.10万 | 0.01% | 3,758 | -878 | -18.9% | -$7.97万 | 减仓 |
| EWS | ISHARES MSCI SINGAPORE ETF | $34.15万 | 0.01% | 11,534 | -1,963 | -14.5% | -$5.81万 | 减仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $34.23万 | 0.01% | 13,304 | 559 | 4.4% | $1.44万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $34.41万 | 0.01% | 6,200 | 6,200 | — | $34.41万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $34.42万 | 0.01% | 807 | 8 | 1.0% | $3,412 | 加仓 |
| MTN | VAIL RESORTS INC COM | $34.42万 | 0.01% | 2,528 | 167 | 7.1% | $2.27万 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $34.47万 | 0.01% | 5,504 | -178 | -3.1% | -$1.11万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $34.48万 | 0.01% | 1,979 | 1,979 | — | $34.48万 | 新建仓 |
| — | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | $34.62万 | 0.01% | 13,910 | -3,211 | -18.8% | -$7.99万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $34.69万 | 0.01% | 5,484 | -94 | -1.7% | -$5,946 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $34.91万 | 0.01% | 8,588 | -17,325 | -66.9% | -$70.43万 | 减仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $34.93万 | 0.01% | 7,227 | 2,009 | 38.5% | $9.71万 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $35.08万 | 0.01% | 3,402 | 6 | 0.2% | $619 | 加仓 |
| ENTG | ENTEGRIS INC COM | $35.14万 | 0.01% | 1,954 | 1,954 | — | $35.14万 | 新建仓 |
| FIVE | FIVE BELOW INC COM | $35.22万 | 0.01% | 1,959 | -24 | -1.2% | -$4,315 | 减仓 |
| SNA | SNAP ON INC COM | $35.25万 | 0.01% | 876 | 876 | — | $35.25万 | 新建仓 |
| OSCR | OSCAR HEALTH INC CL A | $35.33万 | 0.01% | 12,387 | -1,888 | -13.2% | -$5.38万 | 减仓 |
| CTAS | CINTAS CORP COM | $35.37万 | 0.01% | 2,080 | -234 | -10.1% | -$3.98万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $35.48万 | 0.01% | 14,097 | 5,579 | 65.5% | $14.04万 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $36.00万 | 0.01% | 4,619 | 0 | 0.0% | — | 不变 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $36.02万 | 0.01% | 17,102 | -1,405 | -7.6% | -$2.96万 | 减仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $36.03万 | 0.01% | 12,900 | 2,975 | 30.0% | $8.31万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $36.04万 | 0.01% | 5,340 | 124 | 2.4% | $8,370 | 加仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $36.11万 | 0.01% | 21,697 | -1 | -0.0% | -$17 | 减仓 |
| KT | KT CORP SPONSORED ADR | $36.19万 | 0.01% | 20,944 | 645 | 3.2% | $1.11万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $36.22万 | 0.01% | 44,491 | 20,597 | 86.2% | $16.77万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $36.37万 | 0.01% | 2,092 | -236 | -10.1% | -$4.10万 | 减仓 |