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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC COM | $52.73万 | 0.01% | 1,872 | -103 | -5.2% | -$2.90万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $52.81万 | 0.01% | 2,619 | -368 | -12.3% | -$7.42万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $52.81万 | 0.01% | 6,910 | 6,910 | — | $52.81万 | 新建仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $52.90万 | 0.01% | 14,484 | -2,787 | -16.1% | -$10.18万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $52.92万 | 0.01% | 15,265 | -2,035 | -11.8% | -$7.06万 | 减仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $52.94万 | 0.01% | 8,920 | 687 | 8.3% | $4.08万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $53.00万 | 0.01% | 9,606 | 425 | 4.6% | $2.35万 | 加仓 |
| RBLX | ROBLOX CORP CL A | $53.09万 | 0.01% | 9,762 | -11,246 | -53.5% | -$61.16万 | 减仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $53.16万 | 0.01% | 4,600 | -476 | -9.4% | -$5.50万 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $53.32万 | 0.01% | 11,556 | 498 | 4.5% | $2.30万 | 加仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $53.32万 | 0.01% | 10,603 | 10,603 | — | $53.32万 | 新建仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $53.57万 | 0.01% | 8,785 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $53.88万 | 0.01% | 20,605 | 20,605 | — | $53.88万 | 新建仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $54.26万 | 0.01% | 13,060 | -2,750 | -17.4% | -$11.42万 | 减仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $54.35万 | 0.01% | 5,177 | -68 | -1.3% | -$7,138 | 减仓 |
| LYFT | LYFT INC CL A COM | $54.37万 | 0.01% | 37,212 | 4,259 | 12.9% | $6.22万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $54.49万 | 0.01% | 25,463 | -17,765 | -41.1% | -$38.02万 | 减仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $54.63万 | 0.01% | 15,390 | 534 | 3.6% | $1.90万 | 加仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $54.98万 | 0.01% | 13,933 | -1,246 | -8.2% | -$4.92万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $55.02万 | 0.01% | 10,913 | -344 | -3.1% | -$1.73万 | 减仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $55.27万 | 0.01% | 10,947 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $55.35万 | 0.01% | 7,599 | 226 | 3.1% | $1.65万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $55.45万 | 0.01% | 43,459 | 503 | 1.2% | $6,418 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $55.58万 | 0.01% | 18,538 | -2,971 | -13.8% | -$8.91万 | 减仓 |
| CLS | CELESTICA INC COM | $55.67万 | 0.01% | 1,526 | 498 | 48.4% | $18.17万 | 加仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $55.83万 | 0.01% | 8,428 | 228 | 2.8% | $1.51万 | 加仓 |
| VTRS | VIATRIS INC COM | $55.91万 | 0.01% | 35,208 | 8,099 | 29.9% | $12.86万 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $56.00万 | 0.01% | 3,119 | 246 | 8.6% | $4.42万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $56.04万 | 0.01% | 46,585 | 615 | 1.3% | $7,398 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $56.19万 | 0.01% | 5,214 | -1,170 | -18.3% | -$12.61万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $56.43万 | 0.01% | 8,272 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $56.49万 | 0.01% | 1,432 | -483 | -25.2% | -$19.05万 | 减仓 |
| EVRG | EVERGY INC COM | $56.68万 | 0.01% | 6,558 | 76 | 1.2% | $6,569 | 加仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $56.85万 | 0.01% | 13,916 | -445 | -3.1% | -$1.82万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $57.17万 | 0.01% | 12,853 | -1,160 | -8.3% | -$5.16万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $57.20万 | 0.01% | 10,487 | 1,071 | 11.4% | $5.84万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $57.47万 | 0.01% | 5,269 | -529 | -9.1% | -$5.77万 | 减仓 |
| TRGP | TARGA RES CORP COM | $57.52万 | 0.01% | 2,146 | -2,359 | -52.4% | -$63.23万 | 减仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $57.55万 | 0.01% | 14,678 | -55 | -0.4% | -$2,157 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $57.56万 | 0.01% | 4,846 | 33 | 0.7% | $3,919 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $58.01万 | 0.01% | 15,942 | 681 | 4.5% | $2.48万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $58.05万 | 0.01% | 5,168 | -1,508 | -22.6% | -$16.94万 | 减仓 |
| CLX | CLOROX CO DEL COM | $58.42万 | 0.01% | 6,121 | -918 | -13.0% | -$8.76万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $58.89万 | 0.01% | 11,072 | -265 | -2.3% | -$1.41万 | 减仓 |
| TUSI | TOUCHSTONE ULTRA SHORT INCOME ETF | $59.15万 | 0.01% | 23,416 | 1,600 | 7.3% | $4.04万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $59.21万 | 0.01% | 1,118 | -103 | -8.4% | -$5.45万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $59.22万 | 0.01% | 13,203 | -1,061 | -7.4% | -$4.76万 | 减仓 |
| RACE | FERRARI N V COM | $59.25万 | 0.01% | 1,591 | -110 | -6.5% | -$4.10万 | 减仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $59.32万 | 0.01% | 23,121 | -1,170 | -4.8% | -$3.00万 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $59.54万 | 0.01% | 2,309 | 404 | 21.2% | $10.42万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $59.56万 | 0.01% | 28,083 | 767 | 2.8% | $1.63万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $59.65万 | 0.01% | 12,547 | -6,555 | -34.3% | -$31.16万 | 减仓 |
| HTGC | HERCULES CAPITAL INC COM | $59.72万 | 0.01% | 37,871 | -26,846 | -41.5% | -$42.34万 | 减仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $59.89万 | 0.01% | 6,344 | -1,206 | -16.0% | -$11.39万 | 减仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $60.13万 | 0.01% | 5,939 | 1,140 | 23.8% | $11.54万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $60.15万 | 0.01% | 5,045 | -355 | -6.6% | -$4.23万 | 减仓 |
| ADSK | AUTODESK INC COM | $60.33万 | 0.01% | 3,103 | -372 | -10.7% | -$7.23万 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $60.34万 | 0.01% | 8,227 | -6,979 | -45.9% | -$51.19万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $60.40万 | 0.01% | 3,693 | 1,552 | 72.5% | $25.39万 | 加仓 |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETF | $60.49万 | 0.01% | 4,232 | 325 | 8.3% | $4.65万 | 加仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $60.55万 | 0.01% | 14,055 | -2,938 | -17.3% | -$12.66万 | 减仓 |
| UJUN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE | $60.55万 | 0.01% | 15,710 | 15,710 | — | $60.55万 | 新建仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY | $60.64万 | 0.01% | 15,956 | 15,956 | — | $60.64万 | 新建仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $60.68万 | 0.01% | 15,700 | 1,228 | 8.5% | $4.75万 | 加仓 |
| UMAR | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH | $60.69万 | 0.01% | 14,365 | 14,365 | — | $60.69万 | 新建仓 |
| PPL | PPL CORP COM | $60.69万 | 0.01% | 16,695 | 4,302 | 34.7% | $15.64万 | 加仓 |
| MOO | VANECK AGRIBUSINESS ETF | $60.72万 | 0.01% | 7,667 | 260 | 3.5% | $2.06万 | 加仓 |
| AIA | ISHARES ASIA 50 ETF | $61.00万 | 0.01% | 4,306 | -100 | -2.3% | -$1.42万 | 减仓 |
| CRM | SALESFORCE INC COM 看涨期权 | $61.10万 | 0.01% | 3,900 | 900 | 30.0% | $14.10万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $61.13万 | 0.01% | 3,153 | 393 | 14.2% | $7.62万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $61.15万 | 0.01% | 6,337 | -6,083 | -49.0% | -$58.70万 | 减仓 |
| CLOI | VANECK CLO ETF | $61.28万 | 0.01% | 11,573 | 3,965 | 52.1% | $21.00万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $61.52万 | 0.01% | 34,698 | -19,845 | -36.4% | -$35.19万 | 减仓 |
| BGIG | BAHL & GAYNOR INCOME GROWTH ETF | $61.57万 | 0.01% | 17,156 | -6,516 | -27.5% | -$23.39万 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $61.61万 | 0.01% | 24,302 | -8,579 | -26.1% | -$21.75万 | 减仓 |
| TGRT | T. ROWE PRICE GROWTH ETF | $61.62万 | 0.01% | 13,478 | 3,985 | 42.0% | $18.22万 | 加仓 |
| FIIG | FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF | $61.69万 | 0.01% | 29,787 | 12,746 | 74.8% | $26.40万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $61.71万 | 0.01% | 7,989 | -225 | -2.7% | -$1.74万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $61.77万 | 0.01% | 14,264 | 1,274 | 9.8% | $5.52万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $61.94万 | 0.01% | 27,827 | -1,501 | -5.1% | -$3.34万 | 减仓 |
| TNET | TRINET GROUP INC COM | $62.00万 | 0.01% | 12,528 | 3,589 | 40.1% | $17.76万 | 加仓 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $62.28万 | 0.01% | 13,739 | 1,006 | 7.9% | $4.56万 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $62.30万 | 0.01% | 7,085 | -429 | -5.7% | -$3.77万 | 减仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $62.41万 | 0.01% | 12,116 | 578 | 5.0% | $2.98万 | 加仓 |
| TER | TERADYNE INC COM | $62.47万 | 0.01% | 1,291 | 221 | 20.7% | $10.69万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $62.50万 | 0.01% | 7,627 | 2,406 | 46.1% | $19.71万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $62.55万 | 0.01% | 9,773 | 67 | 0.7% | $4,289 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $62.57万 | 0.01% | 3,316 | 141 | 4.4% | $2.66万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $62.57万 | 0.01% | 125,385 | -3,438,146 | -96.5% | -$1,715.63万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $62.68万 | 0.01% | 9,554 | 1,453 | 17.9% | $9.53万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $62.81万 | 0.01% | 8,442 | 414 | 5.2% | $3.08万 | 加仓 |
| LALT | FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF | $62.85万 | 0.01% | 26,156 | 26,156 | — | $62.85万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $62.89万 | 0.01% | 943 | -38 | -3.9% | -$2.53万 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $62.89万 | 0.01% | 13,991 | -64 | -0.5% | -$2,877 | 减仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $62.90万 | 0.01% | 13,816 | -273 | -1.9% | -$1.24万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $62.94万 | 0.01% | 4,525 | -1,572 | -25.8% | -$21.86万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $62.96万 | 0.01% | 8,793 | 292 | 3.4% | $2.09万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $63.00万 | 0.01% | 16,907 | -25,494 | -60.1% | -$94.99万 | 减仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $63.20万 | 0.01% | 2,533 | 170 | 7.2% | $4.24万 | 加仓 |
| YEAR | AB ULTRA SHORT INCOME ETF | $63.24万 | 0.01% | 12,563 | -2,079 | -14.2% | -$10.47万 | 减仓 |