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 |
|---|---|---|---|---|---|---|---|---|
| HEI/A | HEICO CORP NEW CL A | $40.20万 | 0.01% | 1,905 | 307 | 19.2% | $6.48万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $40.50万 | 0.01% | 11,896 | -2,486 | -17.3% | -$8.46万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $40.57万 | 0.01% | 13,904 | 13,904 | — | $40.57万 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $40.77万 | 0.01% | 213 | 12 | 6.0% | $2.30万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $40.85万 | 0.01% | 353 | 76 | 27.4% | $8.80万 | 加仓 |
| GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $40.93万 | 0.01% | 17,097 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC COM NEW | $41.11万 | 0.01% | 3,064 | -117 | -3.7% | -$1.57万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $41.21万 | 0.01% | 3,374 | -202 | -5.6% | -$2.47万 | 减仓 |
| AME | AMETEK INC COM | $41.24万 | 0.01% | 1,924 | 3 | 0.2% | $643 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $41.46万 | 0.01% | 15,628 | -15,505 | -49.8% | -$41.13万 | 减仓 |
| STE | STERIS PLC SHS USD | $41.70万 | 0.01% | 1,886 | 29 | 1.6% | $6,412 | 加仓 |
| UBS | UBS GROUP AG SHS | $41.71万 | 0.01% | 10,676 | 810 | 8.2% | $3.16万 | 加仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $41.76万 | 0.01% | 3,499 | -80 | -2.2% | -$9,548 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $42.05万 | 0.01% | 6,248 | 2,171 | 53.2% | $14.61万 | 加仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $42.07万 | 0.01% | 5,125 | 5,125 | — | $42.07万 | 新建仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $42.11万 | 0.01% | 8,321 | 34 | 0.4% | $1,721 | 加仓 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $42.29万 | 0.01% | 4,413 | 4,413 | — | $42.29万 | 新建仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $42.31万 | 0.01% | 16,166 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $42.36万 | 0.01% | 3,182 | -548 | -14.7% | -$7.29万 | 减仓 |
| LZ | LEGALZOOM COM INC COM | $42.42万 | 0.01% | 74,819 | 3,953 | 5.6% | $2.24万 | 加仓 |
| — | INVESCO FLOATING RATE MUNICIPAL INCOME ETF | $42.58万 | 0.01% | 17,121 | 17,121 | — | $42.58万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC COM | $42.71万 | 0.01% | 4,636 | -12 | -0.3% | -$1,106 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $42.89万 | 0.01% | 9,788 | 858 | 9.6% | $3.76万 | 加仓 |
| FISV | FISERV INC COM | $42.92万 | 0.01% | 7,691 | 5 | 0.1% | $279 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $42.99万 | 0.01% | 12,767 | 12,767 | — | $42.99万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $43.01万 | 0.01% | 7,011 | 2,120 | 43.3% | $13.01万 | 加仓 |
| VICI | VICI PPTYS INC COM | $43.11万 | 0.01% | 15,778 | 6,806 | 75.9% | $18.59万 | 加仓 |
| R | RYDER SYS INC COM | $43.29万 | 0.01% | 2,115 | 2,115 | — | $43.29万 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $43.50万 | 0.01% | 6,061 | -755 | -11.1% | -$5.42万 | 减仓 |
| KT | KT CORP SPONSORED ADR | $43.54万 | 0.01% | 20,299 | -554 | -2.7% | -$1.19万 | 减仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $43.60万 | 0.01% | 8,233 | 1,237 | 17.7% | $6.55万 | 加仓 |
| NI | NISOURCE INC COM | $43.73万 | 0.01% | 9,372 | 592 | 6.7% | $2.76万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $43.77万 | 0.01% | 3,231 | 558 | 20.9% | $7.56万 | 加仓 |
| LYFT | LYFT INC CL A COM | $43.83万 | 0.01% | 32,953 | -445 | -1.3% | -$5,919 | 减仓 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $43.93万 | 0.01% | 12,373 | 563 | 4.8% | $2.00万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $44.07万 | 0.01% | 1,651 | -462 | -21.9% | -$12.33万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $44.14万 | 0.01% | 3,643 | 13 | 0.4% | $1,575 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $44.23万 | 0.01% | 18,104 | 646 | 3.7% | $1.58万 | 加仓 |
| PPG | PPG INDS INC COM | $44.57万 | 0.01% | 4,171 | -144 | -3.3% | -$1.54万 | 减仓 |
| DK | DELEK US HLDGS INC NEW COM | $44.60万 | 0.01% | 9,895 | -18 | -0.2% | -$811 | 减仓 |
| CNA | CNA FINL CORP COM | $44.69万 | 0.01% | 9,732 | -8 | -0.1% | -$367 | 减仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $44.70万 | 0.01% | 4,799 | 4,799 | — | $44.70万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $44.79万 | 0.01% | 9,416 | -1 | -0.0% | -$48 | 减仓 |
| FOX | FOX CORP CL B COM | $44.81万 | 0.01% | 8,438 | 1,978 | 30.6% | $10.50万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $44.81万 | 0.01% | 6,588 | 649 | 10.9% | $4.41万 | 加仓 |
| REG | REGENCY CTRS CORP COM | $44.90万 | 0.01% | 5,934 | 5,934 | — | $44.90万 | 新建仓 |
| TRNS | TRANSCAT INC COM | $44.98万 | 0.01% | 6,124 | 1,114 | 22.2% | $8.18万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $45.06万 | 0.01% | 22,061 | -1,586 | -6.7% | -$3.24万 | 减仓 |
| FLNG | FLEX LNG LTD SHS | $45.29万 | 0.01% | 15,245 | -534 | -3.4% | -$1.59万 | 减仓 |
| FIVE | FIVE BELOW INC COM | $45.31万 | 0.01% | 1,983 | -199 | -9.1% | -$4.55万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $45.43万 | 0.01% | 9,727 | 43 | 0.4% | $2,008 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $45.48万 | 0.01% | 12,590 | 126 | 1.0% | $4,551 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $45.50万 | 0.01% | 7,737 | 38 | 0.5% | $2,235 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $45.62万 | 0.01% | 15,687 | 6,693 | 74.4% | $19.46万 | 加仓 |
| COHR | COHERENT CORP COM | $45.62万 | 0.01% | 1,915 | 748 | 64.1% | $17.82万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $45.72万 | 0.01% | 17,293 | -3,399 | -16.4% | -$8.99万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $45.73万 | 0.01% | 8,661 | -2 | -0.0% | -$106 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $45.81万 | 0.01% | 13,682 | -1,150 | -7.8% | -$3.85万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $45.83万 | 0.01% | 20,775 | 8,775 | 73.1% | $19.36万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $45.87万 | 0.01% | 9,979 | -11,897 | -54.4% | -$54.69万 | 重新持有 |
| BKT | BLACKROCK INCOME TR INC COM NEW | $45.89万 | 0.01% | 43,420 | 1,830 | 4.4% | $1.93万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $46.02万 | 0.01% | 3,880 | -296 | -7.1% | -$3.51万 | 减仓 |
| ONDS | ONDAS INC COM NEW | $46.02万 | 0.01% | 50,912 | 13,821 | 37.3% | $12.49万 | 加仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $46.20万 | 0.01% | 10,355 | 2,183 | 26.7% | $9.74万 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $46.24万 | 0.01% | 10,642 | 139 | 1.3% | $6,040 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $46.26万 | 0.01% | 4,224 | 4,224 | — | $46.26万 | 新建仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $46.57万 | 0.01% | 2,363 | 114 | 5.1% | $2.25万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $46.70万 | 0.01% | 15,261 | 1,146 | 8.1% | $3.51万 | 加仓 |
| AIA | ISHARES ASIA 50 ETF | $46.76万 | 0.01% | 4,406 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $47.19万 | 0.01% | 3,440 | 149 | 4.5% | $2.04万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $47.21万 | 0.01% | 21,566 | 9,049 | 72.3% | $19.81万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $47.24万 | 0.01% | 5,897 | 118 | 2.0% | $9,454 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $47.25万 | 0.01% | 18,507 | 1,666 | 9.9% | $4.25万 | 加仓 |
| PPL | PPL CORP COM | $47.34万 | 0.01% | 12,393 | 249 | 2.1% | $9,512 | 加仓 |
| CUBE | CUBESMART COM | $47.38万 | 0.01% | 12,928 | -32 | -0.2% | -$1,173 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $47.41万 | 0.01% | 5,048 | -1,635 | -24.5% | -$15.36万 | 减仓 |
| — | COTERRA ENERGY INC COM | $47.55万 | 0.01% | 13,531 | -1,835 | -11.9% | -$6.45万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $47.59万 | 0.01% | 20,901 | 1,311 | 6.7% | $2.99万 | 加仓 |
| EXEL | EXELIXIS INC COM | $47.60万 | 0.01% | 11,098 | 1,074 | 10.7% | $4.61万 | 重新持有 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $47.89万 | 0.01% | 13,481 | 13,481 | — | $47.89万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $47.90万 | 0.01% | 5,643 | -363 | -6.0% | -$3.08万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $47.92万 | 0.01% | 10,606 | -417 | -3.8% | -$1.88万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $47.96万 | 0.01% | 4,271 | -55 | -1.3% | -$6,176 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $47.99万 | 0.01% | 1,914 | -215 | -10.1% | -$5.39万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $48.12万 | 0.01% | 22,570 | 6,218 | 38.0% | $13.26万 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $48.14万 | 0.01% | 10,300 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $48.14万 | 0.01% | 54,217 | 2,047 | 3.9% | $1.82万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $48.46万 | 0.01% | 8,709 | -78 | -0.9% | -$4,340 | 减仓 |
| — | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $48.47万 | 0.01% | 10,270 | -239 | -2.3% | -$1.13万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $48.50万 | 0.01% | 2,777 | 271 | 10.8% | $4.73万 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $48.55万 | 0.01% | 21,509 | -1,107 | -4.9% | -$2.50万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $48.76万 | 0.01% | 11,304 | 11,304 | — | $48.76万 | 新建仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $49.06万 | 0.01% | 8,785 | 885 | 11.2% | $4.94万 | 加仓 |
| — | INNOVATOR GROWTH ACCELERATED ETF - QUARTERLY | $49.22万 | 0.01% | 13,304 | 13,304 | — | $49.22万 | 新建仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $49.35万 | 0.01% | 5,143 | 68 | 1.3% | $6,525 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $49.39万 | 0.01% | 2,327 | 104 | 4.7% | $2.21万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $49.53万 | 0.01% | 12,565 | -3,244 | -20.5% | -$12.79万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $49.65万 | 0.01% | 3,887 | -2,601 | -40.1% | -$33.22万 | 减仓 |
| EFX | EQUIFAX INC COM | $49.65万 | 0.01% | 2,757 | -365 | -11.7% | -$6.57万 | 减仓 |
| BA | BOEING CO COM 看涨期权 | $49.76万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |