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 |
|---|---|---|---|---|---|---|---|---|
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $14.03万 | 0.00% | 10,260 | 0 | 0.0% | — | 不变 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $13.90万 | 0.00% | 14,157 | 2,673 | 23.3% | $2.62万 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A 看涨期权 | $13.84万 | 0.00% | 6,100 | 1,000 | 19.6% | $2.27万 | 加仓 |
| SLV | ISHARES SILVER TRUST 看跌期权 | $13.63万 | 0.00% | 2,000 | -500 | -20.0% | -$3.41万 | 减仓 |
| — | PENNANTPARK INVT CORP COM | $13.50万 | 0.00% | 30,061 | 0 | 0.0% | — | 不变 |
| RZLV | REZOLVE AI PLC ORD SHS | $13.36万 | 0.00% | 52,195 | 152 | 0.3% | $389 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A 看跌期权 | $13.17万 | 0.00% | 900 | -300 | -25.0% | -$4.39万 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $12.75万 | 0.00% | 10,160 | -13 | -0.1% | -$163 | 减仓 |
| — | OFS CAP CORP COM | $12.70万 | 0.00% | 35,788 | -22,043 | -38.1% | -$7.83万 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $12.52万 | 0.00% | 55,382 | -2,434 | -4.2% | -$5,501 | 减仓 |
| NMFC | NEW MTN FIN CORP COM | $12.42万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $12.35万 | 0.00% | 14,078 | 14,078 | — | $12.35万 | 新建仓 |
| — | PIMCO HIGH INCOME FD COM SHS | $11.70万 | 0.00% | 25,259 | 25,259 | — | $11.70万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $11.17万 | 0.00% | 10,313 | -130 | -1.2% | -$1,408 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $11.15万 | 0.00% | 22,900 | 12,900 | 129.0% | $6.28万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $10.81万 | 0.00% | 35,206 | -3,634 | -9.4% | -$1.12万 | 减仓 |
| — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $10.81万 | 0.00% | 12,987 | 12,987 | — | $10.81万 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $10.33万 | 0.00% | 35,368 | -9,023 | -20.3% | -$2.63万 | 减仓 |
| MFA | MFA FINL INC COM | $10.20万 | 0.00% | 10,644 | 23 | 0.2% | $220 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $9.94万 | 0.00% | 15,584 | 500 | 3.3% | $3,190 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C 看涨期权 | $9.85万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM 看涨期权 | $9.84万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC COM NEW | $9.79万 | 0.00% | 11,730 | -360 | -3.0% | -$3,006 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC SHS CLASS -A - | $9.62万 | 0.00% | 11,665 | -186 | -1.6% | -$1,535 | 减仓 |
| MRK | MERCK & CO INC COM 看涨期权 | $9.62万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW 看跌期权 | $9.58万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $9.44万 | 0.00% | 18,760 | 1,801 | 10.6% | $9,059 | 加仓 |
| PSEC | PROSPECT CAP CORP COM | $9.43万 | 0.00% | 36,134 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $9.04万 | 0.00% | 10,949 | 10,949 | — | $9.04万 | 新建仓 |
| WU | WESTERN UN CO COM | $8.93万 | 0.00% | 10,226 | 10,226 | — | $8.93万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $8.84万 | 0.00% | 20,000 | 20,000 | — | $8.84万 | 新建仓 |
| RDW | REDWIRE CORPORATION COM | $8.68万 | 0.00% | 10,211 | 205 | 2.0% | $1,743 | 加仓 |
| NEM | NEWMONT CORP COM 看跌期权 | $8.66万 | 0.00% | 800 | -400 | -33.3% | -$4.33万 | 减仓 |
| CVS | CVS HEALTH CORP COM 看跌期权 | $8.62万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM 看涨期权 | $8.21万 | 0.00% | 800 | 800 | — | $8.21万 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $8.13万 | 0.00% | 12,378 | -192 | -1.5% | -$1,261 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM 看涨期权 | $7.45万 | 0.00% | 1,400 | -100 | -6.7% | -$5,320 | 减仓 |
| ADBE | ADOBE INC COM 看涨期权 | $7.29万 | 0.00% | 300 | 300 | — | $7.29万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $7.11万 | 0.00% | 20,262 | 162 | 0.8% | $569 | 重新持有 |
| BAX | BAXTER INTL INC COM 看涨期权 | $7.06万 | 0.00% | 4,200 | -1,200 | -22.2% | -$2.02万 | 减仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $6.94万 | 0.00% | 53,812 | 39,052 | 264.6% | $5.04万 | 加仓 |
| C | CITIGROUP INC COM NEW 看跌期权 | $6.80万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC COM | $6.57万 | 0.00% | 14,073 | 14,073 | — | $6.57万 | 新建仓 |
| TDOC | TELADOC HEALTH INC COM | $6.41万 | 0.00% | 11,757 | 30 | 0.3% | $164 | 加仓 |
| MSTR | STRATEGY INC CL A NEW 看涨期权 | $6.24万 | 0.00% | 500 | -600 | -54.5% | -$7.49万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C 看涨期权 | $5.74万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $5.72万 | 0.00% | 10,217 | -994 | -8.9% | -$5,566 | 减仓 |
| GE | GE AEROSPACE COM NEW 看跌期权 | $5.68万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | CREATIVE MEDIA & CMNTY TR COM | $5.44万 | 0.00% | 88,590 | 88,590 | — | $5.44万 | 新建仓 |
| CPNG | COUPANG INC CL A 看涨期权 | $5.29万 | 0.00% | 2,800 | 1,500 | 115.4% | $2.83万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A 看涨期权 | $5.24万 | 0.00% | 300 | 300 | — | $5.24万 | 新建仓 |
| — | ALT5 SIGMA CORP COM | $4.83万 | 0.00% | 43,520 | 1,900 | 4.6% | $2,109 | 加仓 |
| DOCU | DOCUSIGN INC COM 看涨期权 | $4.74万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN 看涨期权 | $4.44万 | 0.00% | 2,300 | 2,300 | — | $4.44万 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF 看涨期权 | $4.33万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM 看涨期权 | $4.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM 看涨期权 | $4.04万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW 看涨期权 | $3.96万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | BITFUFU INC CL A ORD SHS | $3.90万 | 0.00% | 20,000 | 20,000 | — | $3.90万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $3.82万 | 0.00% | 10,162 | 10,162 | — | $3.82万 | 新建仓 |
| — | OXFORD SQUARE CAP CORP COM | $3.76万 | 0.00% | 21,217 | 624 | 3.0% | $1,104 | 加仓 |
| NFLX | NETFLIX INC. COM 看涨期权 | $2.88万 | 0.00% | 300 | -700 | -70.0% | -$6.73万 | 减仓 |
| — | SERA PROGNOSTICS INC CLASS A COM | $2.52万 | 0.00% | 12,400 | 12,400 | — | $2.52万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM 看跌期权 | $2.44万 | 0.00% | 100 | 100 | — | $2.44万 | 新建仓 |
| ADBE | ADOBE INC COM 看跌期权 | $2.43万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DGXX | DIGI PWR X INC COM SUB VTG | $2.37万 | 0.00% | 11,666 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM 看涨期权 | $2.33万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A 看涨期权 | $2.32万 | 0.00% | 300 | -100 | -25.0% | -$7,747 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM 看跌期权 | $2.27万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP COM | $2.01万 | 0.00% | 13,243 | 13,243 | — | $2.01万 | 新建仓 |
| REI | RING ENERGY INC COM | $1.97万 | 0.00% | 12,885 | 1,333 | 11.5% | $2,040 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $1.92万 | 0.00% | 500 | -500 | -50.0% | -$1.92万 | 减仓 |
| — | CITIUS PHARMACEUTICALS INC COM | $1.80万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM 看涨期权 | $1.77万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW 看跌期权 | $1.65万 | 0.00% | 100 | 100 | — | $1.65万 | 新建仓 |
| — | LOANDEPOT INC COM CL A | $1.42万 | 0.00% | 10,019 | 10,019 | — | $1.42万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $1.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A 看涨期权 | $1.39万 | 0.00% | 200 | -1,800 | -90.0% | -$12.47万 | 减仓 |
| MARA | MARA HOLDINGS INC COM 看涨期权 | $1.22万 | 0.00% | 1,500 | -3,500 | -70.0% | -$2.86万 | 减仓 |
| — | SES AI CORPORATION CL A COM | $1.20万 | 0.00% | 12,442 | 12,442 | — | $1.20万 | 新建仓 |
| — | TENAYA THERAPEUTICS INC COM | $1.19万 | 0.00% | 17,253 | 17,253 | — | $1.19万 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS 看涨期权 | $1.19万 | 0.00% | 100 | 100 | — | $1.19万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT 看涨期权 | $9,514 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC COM | $9,103 | 0.00% | 13,045 | -220 | -1.7% | -$154 | 减仓 |
| — | MICROVISION INC DEL COM NEW | $8,089 | 0.00% | 12,615 | 1,200 | 10.5% | $769 | 加仓 |
| — | ATLASCLEAR HOLDINGS INC COM SHS | $7,952 | 0.00% | 40,000 | 40,000 | — | $7,952 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR 看涨期权 | $7,350 | 0.00% | 200 | -4,800 | -96.0% | -$17.64万 | 减仓 |
| — | CITIUS ONCOLOGY INC COM | $7,232 | 0.00% | 11,666 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC CL A 看涨期权 | $6,660 | 0.00% | 600 | 600 | — | $6,660 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW 看涨期权 | $5,934 | 0.00% | 300 | -400 | -57.1% | -$7,912 | 重新持有 |
| OKLO | OKLO INC COM CL A 看涨期权 | $4,959 | 0.00% | 100 | -100 | -50.0% | -$4,959 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A 看涨期权 | $4,152 | 0.00% | 200 | 200 | — | $4,152 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM 看跌期权 | $3,353 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $1,417 | 0.00% | 15,656 | 15,656 | — | $1,417 | 新建仓 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $0 | 0.00% | 0 | -526,216 | -100.0% | -$645.14万 | 清仓 |
| ENVA | ENOVA INTL INC COM | $0 | 0.00% | 0 | -33,894 | -100.0% | -$532.81万 | 清仓 |
| IDCC | INTERDIGITAL INC COM | $0 | 0.00% | 0 | -15,713 | -100.0% | -$500.27万 | 清仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $0 | 0.00% | 0 | -133,862 | -100.0% | -$467.98万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -21,342 | -100.0% | -$392.39万 | 清仓 |
| NEM | NEWMONT CORP COM 看涨期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$179.73万 | 清仓 |