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 |
|---|---|---|---|---|---|---|---|---|
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $36.40万 | 0.01% | 8,604 | 1,304 | 17.9% | $5.52万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $36.52万 | 0.01% | 5,090 | -883 | -14.8% | -$6.33万 | 减仓 |
| TDVI | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | $36.52万 | 0.01% | 11,500 | -100 | -0.9% | -$3,176 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $36.65万 | 0.01% | 2,514 | 234 | 10.3% | $3.41万 | 加仓 |
| — | PALLADYNE AI CORP COM NEW | $36.66万 | 0.01% | 60,300 | -1,521 | -2.5% | -$9,248 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $36.69万 | 0.01% | 4,056 | -565 | -12.2% | -$5.11万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $36.72万 | 0.01% | 7,696 | 3,015 | 64.4% | $14.38万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $36.72万 | 0.01% | 14,323 | 14,323 | — | $36.72万 | 新建仓 |
| TAFM | AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF | $36.74万 | 0.01% | 14,309 | 14,309 | — | $36.74万 | 新建仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $36.78万 | 0.01% | 2,383 | -218 | -8.4% | -$3.36万 | 减仓 |
| FIGB | FIDELITY INVESTMENT GRADE BOND ETF | $36.81万 | 0.01% | 8,594 | -557 | -6.1% | -$2.39万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $36.85万 | 0.01% | 5,501 | -3,338 | -37.8% | -$22.36万 | 减仓 |
| ADBE | ADOBE INC COM 看涨期权 | $36.90万 | 0.01% | 1,800 | 1,500 | 500.0% | $30.75万 | 加仓 |
| AGZ | ISHARES AGENCY BOND ETF | $36.95万 | 0.01% | 3,381 | 90 | 2.7% | $9,835 | 加仓 |
| — | FIDELITY PREFERRED SECURITIES & INCOME ETF | $36.98万 | 0.01% | 17,251 | -97 | -0.6% | -$2,079 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $37.05万 | 0.01% | 12,010 | 12,010 | — | $37.05万 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $37.14万 | 0.01% | 14,921 | -142,592 | -90.5% | -$354.92万 | 减仓 |
| IQQQ | PROSHARES NASDAQ-100 HIGH INCOME ETF | $37.16万 | 0.01% | 7,314 | 7,314 | — | $37.16万 | 新建仓 |
| — | PROSHARES VIX SHORT-TERM FUTURES ETF | $37.26万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $37.34万 | 0.01% | 3,179 | -701 | -18.1% | -$8.23万 | 减仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $37.36万 | 0.01% | 7,070 | 1,320 | 23.0% | $6.98万 | 加仓 |
| MSCI | MSCI INC COM | $37.38万 | 0.01% | 667 | -69 | -9.4% | -$3.87万 | 减仓 |
| HEWJ | ISHARES CURRENCY HEDGED MSCI JAPAN ETF | $37.40万 | 0.01% | 5,797 | 44 | 0.8% | $2,839 | 加仓 |
| OKLO | OKLO INC COM CL A | $37.41万 | 0.01% | 7,148 | 683 | 10.6% | $3.57万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $37.58万 | 0.01% | 438 | 438 | — | $37.58万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $37.60万 | 0.01% | 33,723 | 33,723 | — | $37.60万 | 新建仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $37.61万 | 0.01% | 19,949 | 980 | 5.2% | $1.85万 | 加仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $37.74万 | 0.01% | 9,215 | -432 | -4.5% | -$1.77万 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $37.83万 | 0.01% | 7,299 | -8,572 | -54.0% | -$44.43万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $37.84万 | 0.01% | 1,308 | 75 | 6.1% | $2.17万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $37.91万 | 0.01% | 10,040 | 4,109 | 69.3% | $15.52万 | 重新持有 |
| FSS | FEDERAL SIGNAL CORP COM | $37.93万 | 0.01% | 2,952 | 269 | 10.0% | $3.46万 | 加仓 |
| LZ | LEGALZOOM COM INC COM | $37.94万 | 0.01% | 61,894 | -12,925 | -17.3% | -$7.92万 | 减仓 |
| FAST | FASTENAL CO COM | $37.94万 | 0.01% | 7,900 | 3 | 0.0% | $144 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $38.01万 | 0.01% | 4,887 | 310 | 6.8% | $2.41万 | 加仓 |
| HRB | BLOCK H & R INC COM | $38.07万 | 0.01% | 9,997 | 9,997 | — | $38.07万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $38.20万 | 0.01% | 2,877 | 667 | 30.2% | $8.86万 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $38.30万 | 0.01% | 1,012 | 31 | 3.2% | $1.17万 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $38.37万 | 0.01% | 10,070 | 1,141 | 12.8% | $4.35万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $38.40万 | 0.01% | 9,598 | -129 | -1.3% | -$5,161 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $38.41万 | 0.01% | 7,530 | 1,567 | 26.3% | $7.99万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $38.48万 | 0.01% | 1,991 | 38 | 1.9% | $7,344 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $38.50万 | 0.01% | 4,990 | 115 | 2.4% | $8,873 | 加仓 |
| DIS | DISNEY WALT CO COM 看涨期权 | $38.50万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $38.51万 | 0.01% | 2,859 | -372 | -11.5% | -$5.01万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $38.56万 | 0.01% | 32,431 | -804 | -2.4% | -$9,560 | 减仓 |
| NDSN | NORDSON CORP COM | $38.61万 | 0.01% | 1,280 | -49 | -3.7% | -$1.48万 | 减仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $38.70万 | 0.01% | 57,677 | 34,364 | 147.4% | $23.06万 | 加仓 |
| GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $38.72万 | 0.01% | 17,097 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $38.75万 | 0.01% | 16,188 | -1,916 | -10.6% | -$4.59万 | 减仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $38.80万 | 0.01% | 16,985 | 768 | 4.7% | $1.75万 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $38.85万 | 0.01% | 38,738 | -19,593 | -33.6% | -$19.65万 | 减仓 |
| — | FIDELITY TACTICAL BOND ETF | $38.87万 | 0.01% | 7,888 | -63 | -0.8% | -$3,105 | 减仓 |
| — | FRANKLIN INCOME EQUITY FOCUS ETF | $39.02万 | 0.01% | 5,857 | 5,857 | — | $39.02万 | 新建仓 |
| CVE | CENOVUS ENERGY INC COM | $39.05万 | 0.01% | 15,738 | 110 | 0.7% | $2,729 | 加仓 |
| DT | DYNATRACE INC COM NEW | $39.14万 | 0.01% | 8,914 | 18 | 0.2% | $790 | 加仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $39.26万 | 0.01% | 3,475 | 3,475 | — | $39.26万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $39.67万 | 0.01% | 1,057 | -201 | -16.0% | -$7.54万 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $39.97万 | 0.01% | 3,755 | -38,100 | -91.0% | -$405.54万 | 减仓 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $39.97万 | 0.01% | 9,000 | 9,000 | — | $39.97万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $39.99万 | 0.01% | 9,370 | -37,240 | -79.9% | -$158.94万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $40.01万 | 0.01% | 1,686 | 481 | 39.9% | $11.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM 看跌期权 | $40.02万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $40.05万 | 0.01% | 8,311 | 8,311 | — | $40.05万 | 新建仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $40.05万 | 0.01% | 4,153 | -895 | -17.7% | -$8.63万 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $40.21万 | 0.01% | 38,333 | -1,300 | -3.3% | -$1.36万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $40.36万 | 0.01% | 10,406 | 1 | 0.0% | $39 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $40.41万 | 0.01% | 4,819 | -973 | -16.8% | -$8.16万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $40.50万 | 0.01% | 6,310 | -1,268 | -16.7% | -$8.14万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $40.53万 | 0.01% | 3,012 | -1,565 | -34.2% | -$21.06万 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $40.81万 | 0.01% | 8,458 | 8,458 | — | $40.81万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $40.95万 | 0.01% | 2,712 | 2,712 | — | $40.95万 | 新建仓 |
| POOL | POOL CORP COM | $41.14万 | 0.01% | 1,915 | 259 | 15.6% | $5.56万 | 加仓 |
| — | FIRST TRUST EXPANDED TECHNOLOGY ETF | $41.29万 | 0.01% | 9,868 | 50 | 0.5% | $2,092 | 加仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $41.32万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $41.32万 | 0.01% | 25,572 | 51 | 0.2% | $824 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $41.37万 | 0.01% | 3,407 | -631 | -15.6% | -$7.66万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $41.38万 | 0.01% | 4,047 | 954 | 30.8% | $9.75万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $41.57万 | 0.01% | 5,933 | -397 | -6.3% | -$2.78万 | 减仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $41.73万 | 0.01% | 7,980 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $41.79万 | 0.01% | 16,678 | 966 | 6.1% | $2.42万 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $41.84万 | 0.01% | 9,860 | 3,254 | 49.3% | $13.81万 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $41.87万 | 0.01% | 9,875 | 9,875 | — | $41.87万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $41.94万 | 0.01% | 3,768 | 1,279 | 51.4% | $14.24万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $42.14万 | 0.01% | 502 | -389 | -43.7% | -$32.65万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $42.29万 | 0.01% | 5,828 | -420 | -6.7% | -$3.05万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $42.31万 | 0.01% | 23,417 | 1,008 | 4.5% | $1.82万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $42.32万 | 0.01% | 31,797 | 5,094 | 19.1% | $6.78万 | 加仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $42.41万 | 0.01% | 8,374 | 53 | 0.6% | $2,684 | 加仓 |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $42.44万 | 0.01% | 18,516 | -24,522 | -57.0% | -$56.21万 | 减仓 |
| FLNG | FLEX LNG LTD SHS | $42.51万 | 0.01% | 15,150 | -95 | -0.6% | -$2,666 | 减仓 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $42.57万 | 0.01% | 15,943 | 15,943 | — | $42.57万 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $42.61万 | 0.01% | 3,787 | 892 | 30.8% | $10.04万 | 加仓 |
| CPNG | COUPANG INC CL A | $42.63万 | 0.01% | 24,542 | 8,377 | 51.8% | $14.55万 | 加仓 |
| TRNS | TRANSCAT INC COM | $42.92万 | 0.01% | 4,627 | -1,497 | -24.4% | -$13.89万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $43.11万 | 0.01% | 3,103 | -271 | -8.0% | -$3.77万 | 减仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $43.34万 | 0.01% | 13,547 | 3,285 | 32.0% | $10.51万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $43.34万 | 0.01% | 1,665 | -4,179 | -71.5% | -$108.78万 | 减仓 |
| IR | INGERSOLL RAND INC COM | $43.53万 | 0.01% | 5,309 | -588 | -10.0% | -$4.82万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $43.54万 | 0.01% | 327 | -26 | -7.4% | -$3.46万 | 减仓 |