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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $1.76亿 | 2.86% | 691,690 | 43,242 | 6.7% | $1,097.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1.47亿 | 2.40% | 844,995 | 16,273 | 2.0% | $283.80万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.07亿 | 1.74% | 163,612 | 20,645 | 14.4% | $1,348.55万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $8,790.15万 | 1.43% | 237,463 | 24,778 | 11.7% | $917.21万 | 加仓 |
| AMZN | AMAZON COM INC COM | $7,860.98万 | 1.28% | 377,441 | 27,005 | 7.7% | $562.43万 | 加仓 |
| CARY | ANGEL OAK INCOME ETF | $7,400.31万 | 1.21% | 3,562,484 | 428,745 | 13.7% | $890.63万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $7,202.48万 | 1.18% | 250,469 | 6,033 | 2.5% | $173.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $5,998.22万 | 0.98% | 203,911 | 11,372 | 5.9% | $334.52万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $5,612.44万 | 0.92% | 496,194 | 122,778 | 32.9% | $1,388.74万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5,583.67万 | 0.91% | 1,223,952 | 218,020 | 21.7% | $994.61万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $5,542.39万 | 0.90% | 1,203,036 | 903,176 | 301.2% | $4,160.93万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $5,392.40万 | 0.88% | 82,917 | 5,182 | 6.7% | $337.00万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $5,100.66万 | 0.83% | 88,372 | 8,414 | 10.5% | $485.64万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $5,048.65万 | 0.82% | 157,372 | 61,038 | 63.4% | $1,958.16万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF 看跌期权 | $4,656.43万 | 0.76% | 71,600 | -31,400 | -30.5% | -$2,042.07万 | 减仓 |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | $4,617.39万 | 0.75% | 1,299,942 | 1,227,733 | 1,700.2% | $4,360.91万 | 加仓 |
| AVGO | BROADCOM INC COM | $4,484.44万 | 0.73% | 144,888 | 6,822 | 4.9% | $211.15万 | 加仓 |
| — | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $4,216.45万 | 0.69% | 3,857,687 | 422,647 | 12.3% | $461.95万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4,202.52万 | 0.69% | 146,501 | 6,816 | 4.9% | $195.52万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $4,198.27万 | 0.68% | 760,005 | 169,507 | 28.7% | $936.36万 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $4,190.86万 | 0.68% | 697,082 | 64,911 | 10.3% | $390.25万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $4,190.45万 | 0.68% | 218,344 | 26,241 | 13.7% | $503.62万 | 加仓 |
| — | EXXON MOBIL CORP COM | $3,988.55万 | 0.65% | 235,091 | 28,041 | 13.5% | $475.74万 | 加仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $3,818.93万 | 0.62% | 1,155,852 | 305,456 | 35.9% | $1,009.23万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $3,700.81万 | 0.60% | 735,163 | 517,405 | 237.6% | $2,604.61万 | 加仓 |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $3,697.79万 | 0.60% | 546,687 | 283,316 | 107.6% | $1,916.35万 | 加仓 |
| WMT | WALMART INC COM | $3,617.79万 | 0.59% | 291,100 | 27,903 | 10.6% | $346.78万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $3,539.38万 | 0.58% | 238,986 | 33,755 | 16.4% | $499.91万 | 加仓 |
| — | OPTIMIZED EQUITY INCOME ETF | $3,490.48万 | 0.57% | 1,423,436 | 252,413 | 21.6% | $618.95万 | 加仓 |
| META | META PLATFORMS INC CL A | $3,478.68万 | 0.57% | 60,803 | 5,427 | 9.8% | $310.49万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $3,436.80万 | 0.56% | 606,352 | 482,640 | 390.1% | $2,735.60万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3,435.51万 | 0.56% | 807,215 | 49,561 | 6.5% | $210.93万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $3,397.80万 | 0.55% | 861,728 | 566,039 | 191.4% | $2,231.89万 | 加仓 |
| — | AVORY FOUNDATIONAL ETF | $3,218.53万 | 0.53% | 1,506,450 | 1,506,450 | — | $3,218.53万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $3,210.61万 | 0.52% | 155,177 | 6,254 | 4.2% | $129.40万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,053.18万 | 0.50% | 71,603 | -2,842 | -3.8% | -$121.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,051.50万 | 0.50% | 63,678 | -9,613 | -13.1% | -$460.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,855.96万 | 0.47% | 116,837 | 4,182 | 3.7% | $102.22万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,798.90万 | 0.46% | 46,839 | 202 | 0.4% | $12.07万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2,730.86万 | 0.45% | 399,950 | 179,136 | 81.1% | $1,223.14万 | 加仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $2,721.55万 | 0.44% | 407,600 | 407,600 | — | $2,721.55万 | 新建仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $2,697.78万 | 0.44% | 387,000 | 226,423 | 141.0% | $1,578.40万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,681.68万 | 0.44% | 29,156 | 1,363 | 4.9% | $125.36万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $2,632.70万 | 0.43% | 1,062,860 | 1,029,981 | 3,132.6% | $2,551.26万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,608.11万 | 0.43% | 178,296 | 9,216 | 5.5% | $134.81万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,562.54万 | 0.42% | 206,141 | -3,026 | -1.4% | -$37.62万 | 减仓 |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | $2,557.71万 | 0.42% | 251,323 | 12,457 | 5.2% | $126.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,525.05万 | 0.41% | 118,181 | 6,415 | 5.7% | $137.06万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2,511.03万 | 0.41% | 127,983 | -34,363 | -21.2% | -$674.20万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $2,465.08万 | 0.40% | 506,073 | 433,799 | 600.2% | $2,113.04万 | 加仓 |
| HYFI | AB HIGH YIELD ETF | $2,440.21万 | 0.40% | 656,146 | 656,146 | — | $2,440.21万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,360.92万 | 0.39% | 368,434 | 159,391 | 76.2% | $1,021.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,313.38万 | 0.38% | 23,217 | -738 | -3.1% | -$73.54万 | 减仓 |
| MFSV | MFS ACTIVE VALUE ETF | $2,288.03万 | 0.37% | 855,977 | 152,166 | 21.6% | $406.74万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2,254.00万 | 0.37% | 105,490 | 973 | 0.9% | $20.79万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,233.43万 | 0.36% | 330,732 | 50,421 | 18.0% | $340.49万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,130.60万 | 0.35% | 48,779 | 1,714 | 3.6% | $74.87万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,080.58万 | 0.34% | 271,829 | 80,114 | 41.8% | $613.19万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2,053.17万 | 0.33% | 204,154 | 6,708 | 3.4% | $67.46万 | 加仓 |
| HD | HOME DEPOT INC COM | $2,010.66万 | 0.33% | 61,134 | 8,130 | 15.3% | $267.39万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I 看跌期权 | $1,985.50万 | 0.32% | 34,400 | -2,900 | -7.8% | -$167.38万 | 减仓 |
| SO | SOUTHERN CO COM | $1,953.99万 | 0.32% | 202,443 | 48,273 | 31.3% | $465.93万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1,932.73万 | 0.32% | 77,670 | 1,359 | 1.8% | $33.82万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,914.08万 | 0.31% | 44,483 | -9,050 | -16.9% | -$389.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,823.12万 | 0.30% | 53,964 | -795 | -1.5% | -$26.86万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $1,817.40万 | 0.30% | 3,563,531 | 3,453,693 | 3,144.4% | $1,761.38万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1,814.80万 | 0.30% | 299,224 | 8,363 | 2.9% | $50.72万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,809.95万 | 0.30% | 136,188 | 54 | 0.0% | $7,177 | 加仓 |
| V | VISA INC COM CL A | $1,806.40万 | 0.29% | 59,767 | 2,070 | 3.6% | $62.56万 | 加仓 |
| MRK | MERCK & CO INC COM | $1,757.81万 | 0.29% | 146,131 | 5,129 | 3.6% | $61.70万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,754.64万 | 0.29% | 571,918 | 228,125 | 66.4% | $699.89万 | 加仓 |
| — | ANGEL OAK TOTAL RETURN ETF | $1,744.23万 | 0.28% | 352,537 | 40,864 | 13.1% | $202.18万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,738.33万 | 0.28% | 180,793 | 22,393 | 14.1% | $215.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,730.70万 | 0.28% | 119,821 | 3,548 | 3.1% | $51.25万 | 加仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $1,713.22万 | 0.28% | 344,159 | 709 | 0.2% | $3.53万 | 加仓 |
| CSCO | CISCO SYS INC COM | $1,706.28万 | 0.28% | 219,910 | 23,557 | 12.0% | $182.78万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,677.46万 | 0.27% | 227,791 | 67,314 | 41.9% | $495.70万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,674.72万 | 0.27% | 79,315 | 4,439 | 5.9% | $93.73万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,669.30万 | 0.27% | 23,562 | 43 | 0.2% | $3.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,668.57万 | 0.27% | 332,384 | 54,948 | 19.8% | $275.84万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,636.24万 | 0.27% | 176,167 | 5,889 | 3.5% | $54.70万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,632.67万 | 0.27% | 193,170 | 190,052 | 6,095.3% | $1,606.32万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $1,597.25万 | 0.26% | 318,685 | 62,904 | 24.6% | $315.27万 | 加仓 |
| KO | COCA COLA CO COM | $1,593.25万 | 0.26% | 209,500 | 7,703 | 3.8% | $58.58万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,563.42万 | 0.26% | 71,885 | 3,713 | 5.4% | $80.75万 | 加仓 |
| RTX | RTX CORPORATION COM | $1,560.80万 | 0.25% | 80,912 | 2,784 | 3.6% | $53.70万 | 加仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $1,529.89万 | 0.25% | 730,434 | 730,434 | — | $1,529.89万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,480.34万 | 0.24% | 43,804 | 1,095 | 2.6% | $37.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $1,441.88万 | 0.24% | 103,457 | 56,837 | 121.9% | $792.14万 | 加仓 |
| TSLA | TESLA INC COM | $1,433.24万 | 0.23% | 38,553 | 5,288 | 15.9% | $196.59万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,402.52万 | 0.23% | 415,315 | 206,911 | 99.3% | $698.74万 | 加仓 |
| BRTR | ISHARES TOTAL RETURN ACTIVE ETF | $1,389.46万 | 0.23% | 276,840 | 195,923 | 242.1% | $983.34万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $1,379.35万 | 0.23% | 428,995 | 428,995 | — | $1,379.35万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,368.47万 | 0.22% | 63,632 | -9,146 | -12.6% | -$196.69万 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $1,355.49万 | 0.22% | 146,271 | 4,336 | 3.1% | $40.18万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1,349.49万 | 0.22% | 779,151 | 150,499 | 23.9% | $260.66万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,346.37万 | 0.22% | 191,845 | -61,110 | -24.2% | -$428.87万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,322.59万 | 0.22% | 211,410 | 19,232 | 10.0% | $120.32万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,310.55万 | 0.21% | 92,014 | -4,018 | -4.2% | -$57.23万 | 减仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $1,303.41万 | 0.21% | 278,865 | 23,389 | 9.2% | $109.32万 | 加仓 |