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 |
|---|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION COM | $61.16万 | 0.01% | 8,839 | 346 | 4.1% | $2.39万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $61.26万 | 0.01% | 2,093 | -112 | -5.1% | -$3.28万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $61.45万 | 0.01% | 12,297 | -146 | -1.2% | -$7,296 | 减仓 |
| SMB | VANECK SHORT MUNI ETF | $61.53万 | 0.01% | 35,566 | 643 | 1.8% | $1.11万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $61.94万 | 0.01% | 2,439 | 110 | 4.7% | $2.79万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $62.06万 | 0.01% | 20,603 | -623 | -2.9% | -$1.88万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $62.08万 | 0.01% | 3,012 | 258 | 9.4% | $5.32万 | 加仓 |
| — | AMES NATL CORP COM | $62.26万 | 0.01% | 22,062 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP COM | $62.31万 | 0.01% | 8,795 | 661 | 8.1% | $4.68万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $62.34万 | 0.01% | 12,457 | 4,125 | 49.5% | $20.64万 | 加仓 |
| C | CITIGROUP INC COM NEW 看涨期权 | $62.38万 | 0.01% | 5,500 | -8,300 | -60.1% | -$94.13万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $62.43万 | 0.01% | 2,987 | 705 | 30.9% | $14.74万 | 加仓 |
| MOO | VANECK AGRIBUSINESS ETF | $62.59万 | 0.01% | 7,407 | 213 | 3.0% | $1.80万 | 加仓 |
| DOV | DOVER CORP COM | $62.66万 | 0.01% | 3,006 | 169 | 6.0% | $3.52万 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $62.94万 | 0.01% | 7,514 | 1,823 | 32.0% | $15.27万 | 加仓 |
| IFV | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | $63.05万 | 0.01% | 24,951 | -6,081 | -19.6% | -$15.37万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $63.19万 | 0.01% | 5,798 | -374 | -6.1% | -$4.08万 | 减仓 |
| SMR | NUSCALE PWR CORP CL A COM | $63.23万 | 0.01% | 58,331 | 19,137 | 48.8% | $20.74万 | 加仓 |
| WYNN | WYNN RESORTS LTD COM | $63.36万 | 0.01% | 6,239 | 3,962 | 174.0% | $40.23万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $63.40万 | 0.01% | 14,264 | 2,559 | 21.9% | $11.37万 | 加仓 |
| — | INNOVATOR US EQUITY ACCELERATED ETF | $63.45万 | 0.01% | 16,030 | 10,208 | 175.3% | $40.41万 | 加仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $63.52万 | 0.01% | 24,291 | 1,850 | 8.2% | $4.84万 | 加仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $63.54万 | 0.01% | 13,243 | 1,673 | 14.5% | $8.03万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $63.92万 | 0.01% | 7,550 | 77 | 1.0% | $6,519 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $64.29万 | 0.01% | 17,622 | 0 | 0.0% | — | 不变 |
| SNTH | MRP SYNTHEQUITY ETF | $64.50万 | 0.01% | 24,581 | 24,581 | — | $64.50万 | 新建仓 |
| CVNA | CARVANA CO CL A | $64.57万 | 0.01% | 2,054 | 267 | 14.9% | $8.39万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $64.68万 | 0.01% | 58,692 | 58,692 | — | $64.68万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC COM | $64.95万 | 0.01% | 20,040 | 20,040 | — | $64.95万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $65.18万 | 0.01% | 1,599 | 6 | 0.4% | $2,446 | 加仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $65.37万 | 0.01% | 36,437 | 36,437 | — | $65.37万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $65.49万 | 0.01% | 29,328 | -142 | -0.5% | -$3,171 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $65.52万 | 0.01% | 8,501 | 265 | 3.2% | $2.04万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $66.09万 | 0.01% | 3,046 | 161 | 5.6% | $3.49万 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $66.10万 | 0.01% | 18,989 | 1,287 | 7.3% | $4.48万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $66.10万 | 0.01% | 19,132 | 200 | 1.1% | $6,910 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $66.11万 | 0.01% | 4,483 | 433 | 10.7% | $6.39万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $66.26万 | 0.01% | 2,122 | 277 | 15.0% | $8.65万 | 加仓 |
| HUM | HUMANA INC COM | $66.34万 | 0.01% | 3,826 | 308 | 8.8% | $5.34万 | 加仓 |
| SNDK | SANDISK CORP COM | $66.58万 | 0.01% | 1,048 | 1,048 | — | $66.58万 | 新建仓 |
| NJR | NEW JERSEY RES CORP COM | $66.94万 | 0.01% | 12,189 | -1,896 | -13.5% | -$10.41万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $66.96万 | 0.01% | 5,672 | -4,773 | -45.7% | -$56.35万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $67.13万 | 0.01% | 4,687 | -546 | -10.4% | -$7.82万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $67.15万 | 0.01% | 17,025 | 4,346 | 34.3% | $17.14万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $67.23万 | 0.01% | 14,332 | 6,409 | 80.9% | $30.06万 | 加仓 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $67.32万 | 0.01% | 12,325 | -3,001 | -19.6% | -$16.39万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $67.35万 | 0.01% | 1,240 | 96 | 8.4% | $5.21万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $67.46万 | 0.01% | 8,839 | -1,292 | -12.8% | -$9.86万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $67.89万 | 0.01% | 34,592 | 1,204 | 3.6% | $2.36万 | 加仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $68.21万 | 0.01% | 16,993 | -1,321 | -7.2% | -$5.30万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $68.55万 | 0.01% | 1,220 | 176 | 16.9% | $9.89万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $68.82万 | 0.01% | 4,377 | -2,209 | -33.5% | -$34.73万 | 减仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $68.82万 | 0.01% | 7,969 | 916 | 13.0% | $7.91万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $68.83万 | 0.01% | 35,245 | 207 | 0.6% | $4,043 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $68.98万 | 0.01% | 19,050 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $68.99万 | 0.01% | 5,844 | 22 | 0.4% | $2,597 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $69.09万 | 0.01% | 9,706 | -58 | -0.6% | -$4,128 | 减仓 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $69.10万 | 0.01% | 12,563 | -1,770 | -12.3% | -$9.74万 | 减仓 |
| WDAY | WORKDAY INC CL A | $69.31万 | 0.01% | 5,335 | 812 | 18.0% | $10.55万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $69.35万 | 0.01% | 4,584 | 1,886 | 69.9% | $28.53万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $69.52万 | 0.01% | 955 | 498 | 109.0% | $36.25万 | 重新持有 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $69.71万 | 0.01% | 7,208 | 1,790 | 33.0% | $17.31万 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $70.03万 | 0.01% | 17,055 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $70.18万 | 0.01% | 5,180 | -762 | -12.8% | -$10.32万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $70.39万 | 0.01% | 4,007 | 345 | 9.4% | $6.06万 | 加仓 |
| CRAI | CRA INTL INC COM | $70.70万 | 0.01% | 4,368 | -20 | -0.5% | -$3,237 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $71.02万 | 0.01% | 43,228 | -4,991 | -10.4% | -$8.20万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $71.18万 | 0.01% | 27,056 | -217 | -0.8% | -$5,709 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $71.24万 | 0.01% | 4,178 | 1,485 | 55.1% | $25.32万 | 加仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $71.60万 | 0.01% | 21,296 | -240 | -1.1% | -$8,069 | 减仓 |
| KCE | STATE STREET SPDR S&P CAPITAL MARKETS ETF | $71.86万 | 0.01% | 5,222 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $72.04万 | 0.01% | 5,927 | -768 | -11.5% | -$9.33万 | 减仓 |
| DOW | DOW HLDGS INC COM | $72.18万 | 0.01% | 17,330 | -277 | -1.6% | -$1.15万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $72.21万 | 0.01% | 33,305 | -2,429 | -6.8% | -$5.27万 | 减仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $72.24万 | 0.01% | 18,184 | 373 | 2.1% | $1.48万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $72.37万 | 0.01% | 17,029 | 5,427 | 46.8% | $23.06万 | 加仓 |
| AZZ | AZZ INC COM | $72.91万 | 0.01% | 5,827 | -6 | -0.1% | -$751 | 减仓 |
| CLX | CLOROX CO DEL COM | $72.95万 | 0.01% | 7,039 | -198 | -2.7% | -$2.05万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $73.33万 | 0.01% | 42,956 | 1,065 | 2.5% | $1.82万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $73.54万 | 0.01% | 3,602 | -274 | -7.1% | -$5.59万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $73.62万 | 0.01% | 20,774 | 20,774 | — | $73.62万 | 新建仓 |
| EXC | EXELON CORP COM | $73.64万 | 0.01% | 15,022 | 1,202 | 8.7% | $5.89万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $73.66万 | 0.01% | 3,190 | 1,665 | 109.2% | $38.45万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $73.68万 | 0.01% | 18,206 | 2,368 | 15.0% | $9.58万 | 加仓 |
| CRH | CRH PLC ORD | $73.68万 | 0.01% | 7,010 | -244 | -3.4% | -$2.56万 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $73.88万 | 0.01% | 32,881 | -3,355 | -9.3% | -$7.54万 | 减仓 |
| YEAR | AB ULTRA SHORT INCOME ETF | $73.91万 | 0.01% | 14,642 | 14,642 | — | $73.91万 | 新建仓 |
| TBBK | BANCORP INC DEL COM | $73.97万 | 0.01% | 13,767 | -953 | -6.5% | -$5.12万 | 减仓 |
| — | WEBSTER FINL CORP COM | $73.99万 | 0.01% | 10,659 | -1,867 | -14.9% | -$12.96万 | 减仓 |
| DGT | STATE STREET SPDR GLOBAL DOW ETF | $74.10万 | 0.01% | 4,370 | 893 | 25.7% | $15.14万 | 加仓 |
| HFSI | HARTFORD STRATEGIC INCOME ETF | $74.44万 | 0.01% | 21,441 | 4,224 | 24.5% | $14.67万 | 加仓 |
| SYM | SYMBOTIC INC CLASS A COM | $74.77万 | 0.01% | 14,055 | -2,624 | -15.7% | -$13.96万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $74.84万 | 0.01% | 71,413 | -2,083 | -2.8% | -$2.18万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $75.22万 | 0.01% | 7,277 | -54 | -0.7% | -$5,582 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $75.34万 | 0.01% | 5,923 | 936 | 18.8% | $11.91万 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $75.36万 | 0.01% | 23,390 | 16,015 | 217.2% | $51.60万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $75.44万 | 0.01% | 7,386 | -362 | -4.7% | -$3.70万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $75.66万 | 0.01% | 31,214 | 31,214 | — | $75.66万 | 新建仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $75.68万 | 0.01% | 39,829 | 18,258 | 84.6% | $34.69万 | 加仓 |
| — | ALPHA ARCHITECT TAIL RISK ETF | $76.18万 | 0.01% | 8,394 | 8,394 | — | $76.18万 | 新建仓 |