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 |
|---|---|---|---|---|---|---|---|---|
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $43.55万 | 0.01% | 10,777 | -1,788 | -14.2% | -$7.23万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $43.75万 | 0.01% | 21,015 | 240 | 1.2% | $4,997 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $43.84万 | 0.01% | 7,191 | 554 | 8.3% | $3.38万 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $43.86万 | 0.01% | 8,273 | -19,837 | -70.6% | -$105.18万 | 减仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $43.93万 | 0.01% | 2,339 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $43.93万 | 0.01% | 1,569 | -82 | -5.0% | -$2.30万 | 减仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $44.04万 | 0.01% | 10,487 | 2,058 | 24.4% | $8.64万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $44.21万 | 0.01% | 16,053 | -113 | -0.7% | -$3,112 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $44.22万 | 0.01% | 3,024 | 247 | 8.9% | $3.61万 | 加仓 |
| MGC | VANGUARD MORNINGSTAR MEGA CAP ETF | $44.29万 | 0.01% | 1,619 | -40 | -2.4% | -$1.09万 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $44.41万 | 0.01% | 2,696 | 153 | 6.0% | $2.52万 | 加仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $44.44万 | 0.01% | 13,891 | 13,891 | — | $44.44万 | 新建仓 |
| ALLE | ALLEGION PLC ORD SHS | $44.46万 | 0.01% | 3,165 | -5,239 | -62.3% | -$73.59万 | 减仓 |
| VTR | VENTAS INC COM | $44.84万 | 0.01% | 5,049 | 5,049 | — | $44.84万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $45.00万 | 0.01% | 8,720 | 11 | 0.1% | $568 | 加仓 |
| NDAQ | NASDAQ INC COM | $45.06万 | 0.01% | 5,717 | 74 | 1.3% | $5,833 | 加仓 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $45.07万 | 0.01% | 19,680 | 7,118 | 56.7% | $16.30万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $45.15万 | 0.01% | 27,050 | 1,160 | 4.5% | $1.94万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $45.18万 | 0.01% | 8,918 | -26,694 | -75.0% | -$135.24万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $45.24万 | 0.01% | 47,719 | -6,498 | -12.0% | -$6.16万 | 减仓 |
| CNX | CNX RES CORP COM | $45.25万 | 0.01% | 13,335 | -1,875 | -12.3% | -$6.36万 | 减仓 |
| QLYS | QUALYS INC COM | $45.29万 | 0.01% | 3,294 | -399 | -10.8% | -$5.49万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $45.31万 | 0.01% | 232 | 19 | 8.9% | $3.71万 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $45.56万 | 0.01% | 3,722 | -11,439 | -75.5% | -$140.03万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $45.69万 | 0.01% | 11,728 | -2,281 | -16.3% | -$8.89万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC COM NEW | $45.79万 | 0.01% | 42,718 | -702 | -1.6% | -$7,525 | 减仓 |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $45.81万 | 0.01% | 10,187 | 1,889 | 22.8% | $8.49万 | 加仓 |
| CNA | CNA FINL CORP COM | $45.81万 | 0.01% | 9,425 | -307 | -3.2% | -$1.49万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $45.82万 | 0.01% | 10,184 | -422 | -4.0% | -$1.90万 | 减仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $46.00万 | 0.01% | 10,206 | 1,167 | 12.9% | $5.26万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $46.03万 | 0.01% | 5,108 | 279 | 5.8% | $2.51万 | 加仓 |
| FLR | FLUOR CORP COM | $46.10万 | 0.01% | 8,800 | 283 | 3.3% | $1.48万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $46.11万 | 0.01% | 9,670 | -118 | -1.2% | -$5,626 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $46.42万 | 0.01% | 22,793 | 732 | 3.3% | $1.49万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $46.54万 | 0.01% | 884 | -336 | -27.5% | -$17.69万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $46.60万 | 0.01% | 12,769 | 179 | 1.4% | $6,532 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $46.66万 | 0.01% | 33,811 | 3,078 | 10.0% | $4.25万 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $46.69万 | 0.01% | 25,363 | 2,793 | 12.4% | $5.14万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $46.70万 | 0.01% | 13,682 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $46.79万 | 0.01% | 21,464 | -102 | -0.5% | -$2,224 | 减仓 |
| NI | NISOURCE INC COM | $46.86万 | 0.01% | 9,854 | 482 | 5.1% | $2.29万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $46.86万 | 0.01% | 11,864 | -186 | -1.5% | -$7,347 | 减仓 |
| TTEK | TETRA TECH INC NEW COM | $46.98万 | 0.01% | 16,261 | -4,342 | -21.1% | -$12.54万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $47.24万 | 0.01% | 5,924 | -10 | -0.2% | -$797 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $47.25万 | 0.01% | 20,088 | 8,956 | 80.5% | $21.06万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $47.30万 | 0.01% | 6,219 | -369 | -5.6% | -$2.81万 | 减仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $47.41万 | 0.01% | 10,296 | -1,990 | -16.2% | -$9.16万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $47.53万 | 0.01% | 12,226 | -8,669 | -41.5% | -$33.70万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $47.54万 | 0.01% | 24,156 | 8,740 | 56.7% | $17.20万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $47.56万 | 0.01% | 9,393 | -5,749 | -38.0% | -$29.11万 | 减仓 |
| LCII | LCI INDS COM | $47.56万 | 0.01% | 4,492 | 4,492 | — | $47.56万 | 新建仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $47.57万 | 0.01% | 8,465 | -196 | -2.3% | -$1.10万 | 减仓 |
| CRAI | CRA INTL INC COM | $47.60万 | 0.01% | 3,345 | -1,023 | -23.4% | -$14.56万 | 减仓 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $47.79万 | 0.01% | 8,973 | 1,610 | 21.9% | $8.57万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $47.80万 | 0.01% | 3,357 | -286 | -7.9% | -$4.07万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $47.95万 | 0.01% | 4,378 | -1,312 | -23.1% | -$14.37万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $47.96万 | 0.01% | 9,414 | 9,414 | — | $47.96万 | 新建仓 |
| VICI | VICI PPTYS INC COM | $47.98万 | 0.01% | 18,070 | 2,292 | 14.5% | $6.09万 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $47.98万 | 0.01% | 11,034 | 392 | 3.7% | $1.70万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $47.98万 | 0.01% | 9,830 | -149 | -1.5% | -$7,273 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $48.30万 | 0.01% | 18,125 | 832 | 4.8% | $2.22万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $48.42万 | 0.01% | 9,548 | 148 | 1.6% | $7,505 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $48.55万 | 0.01% | 11,661 | 3,818 | 48.7% | $15.89万 | 加仓 |
| PPG | PPG INDS INC COM | $48.57万 | 0.01% | 4,005 | -166 | -4.0% | -$2.01万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $48.72万 | 0.01% | 4,255 | 977 | 29.8% | $11.19万 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $48.89万 | 0.01% | 18,628 | -3,119 | -14.3% | -$8.19万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $49.02万 | 0.01% | 6,251 | 2,814 | 81.9% | $22.07万 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $49.19万 | 0.01% | 4,388 | -755 | -14.7% | -$8.46万 | 减仓 |
| DOW | DOW HLDGS INC COM | $49.21万 | 0.01% | 17,986 | 656 | 3.8% | $1.79万 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $49.26万 | 0.01% | 14,561 | -16,233 | -52.7% | -$54.92万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $49.28万 | 0.01% | 12,982 | 12,982 | — | $49.28万 | 新建仓 |
| BA | BOEING CO COM 看涨期权 | $49.79万 | 0.01% | 2,300 | -200 | -8.0% | -$4.33万 | 减仓 |
| AME | AMETEK INC COM | $49.89万 | 0.01% | 2,062 | 138 | 7.2% | $3.34万 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $50.00万 | 0.01% | 2,017 | 175 | 9.5% | $4.34万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $50.04万 | 0.01% | 1,011 | 2 | 0.2% | $990 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $50.12万 | 0.01% | 5,766 | -1,585 | -21.6% | -$13.78万 | 减仓 |
| MTB | M & T BK CORP COM | $50.26万 | 0.01% | 2,112 | -679 | -24.3% | -$16.16万 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $50.32万 | 0.01% | 5,663 | 1,272 | 29.0% | $11.30万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $50.41万 | 0.01% | 10,861 | -24,430 | -69.2% | -$113.38万 | 减仓 |
| BIDU | BAIDU INC SPON ADR REP A | $50.41万 | 0.01% | 4,411 | 1,173 | 36.2% | $13.41万 | 加仓 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $50.46万 | 0.01% | 12,313 | -60 | -0.5% | -$2,459 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $50.46万 | 0.01% | 7,778 | 41 | 0.5% | $2,660 | 加仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $50.59万 | 0.01% | 12,975 | 5,828 | 81.5% | $22.72万 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $50.61万 | 0.01% | 63,427 | -1,330 | -2.1% | -$1.06万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $50.76万 | 0.01% | 3,014 | 2 | 0.1% | $337 | 加仓 |
| CIEN | CIENA CORP COM NEW | $50.97万 | 0.01% | 1,039 | 60 | 6.1% | $2.94万 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $51.01万 | 0.01% | 10,634 | 98 | 0.9% | $4,701 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $51.03万 | 0.01% | 8,757 | 917 | 11.7% | $5.34万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $51.07万 | 0.01% | 2,143 | -184 | -7.9% | -$4.39万 | 减仓 |
| IFV | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | $51.23万 | 0.01% | 19,021 | -5,930 | -23.8% | -$15.97万 | 减仓 |
| SKY | CHAMPION HOMES INC COM | $51.38万 | 0.01% | 5,831 | -1,272 | -17.9% | -$11.21万 | 减仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $51.43万 | 0.01% | 9,469 | 1,760 | 22.8% | $9.56万 | 加仓 |
| UNM | UNUM GROUP COM | $51.49万 | 0.01% | 5,759 | 300 | 5.5% | $2.68万 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $51.65万 | 0.01% | 10,300 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $51.68万 | 0.01% | 14,305 | -1,382 | -8.8% | -$4.99万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $51.73万 | 0.01% | 5,957 | 5,957 | — | $51.73万 | 新建仓 |
| J | JACOBS SOLUTIONS INC COM | $51.76万 | 0.01% | 4,108 | -47 | -1.1% | -$5,922 | 减仓 |
| DHI | D R HORTON INC COM | $52.36万 | 0.01% | 3,214 | -226 | -6.6% | -$3.68万 | 减仓 |
| — | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $52.51万 | 0.01% | 10,019 | -251 | -2.4% | -$1.32万 | 减仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $52.64万 | 0.01% | 23,714 | -911 | -3.7% | -$2.02万 | 减仓 |