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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $1.99亿 | 3.01% | 687,770 | -3,920 | -0.6% | -$113.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1.70亿 | 2.58% | 851,189 | 6,194 | 0.7% | $123.94万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.24亿 | 1.88% | 166,177 | 2,565 | 1.6% | $192.09万 | 加仓 |
| AMZN | AMAZON COM INC COM | $9,514.54万 | 1.44% | 399,200 | 21,759 | 5.8% | $518.60万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $9,041.85万 | 1.37% | 242,396 | 4,933 | 2.1% | $184.01万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $8,962.19万 | 1.36% | 250,782 | 313 | 0.1% | $11.19万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $8,087.45万 | 1.22% | 588,050 | 91,856 | 18.5% | $1,263.29万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $7,129.72万 | 1.08% | 95,475 | 12,558 | 15.1% | $937.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $6,834.87万 | 1.03% | 208,806 | 4,895 | 2.4% | $160.23万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $6,319.54万 | 0.96% | 85,817 | -2,555 | -2.9% | -$188.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $6,141.69万 | 0.93% | 53,208 | -756 | -1.4% | -$87.26万 | 减仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $6,115.17万 | 0.93% | 1,339,871 | 184,019 | 15.9% | $839.86万 | 加仓 |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $6,006.14万 | 0.91% | 767,264 | 220,577 | 40.3% | $1,726.68万 | 加仓 |
| CARY | ANGEL OAK INCOME ETF | $6,003.43万 | 0.91% | 2,889,043 | -673,441 | -18.9% | -$1,399.41万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5,946.97万 | 0.90% | 1,307,314 | 83,362 | 6.8% | $379.21万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $5,560.49万 | 0.84% | 150,267 | -7,105 | -4.5% | -$262.91万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5,444.44万 | 0.82% | 255,884 | 37,540 | 17.2% | $798.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $5,355.66万 | 0.81% | 123,593 | 5,412 | 4.6% | $234.52万 | 加仓 |
| AVGO | BROADCOM INC COM | $5,340.25万 | 0.81% | 141,370 | -3,518 | -2.4% | -$132.89万 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $5,266.43万 | 0.80% | 768,374 | 71,292 | 10.2% | $488.64万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF 看跌期权 | $5,257.26万 | 0.80% | 70,400 | -1,200 | -1.7% | -$89.61万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4,931.82万 | 0.75% | 139,581 | -6,920 | -4.7% | -$244.50万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $4,921.54万 | 0.75% | 816,312 | 56,307 | 7.4% | $339.47万 | 加仓 |
| — | OPTIMIZED EQUITY INCOME ETF | $4,328.57万 | 0.66% | 1,685,274 | 261,838 | 18.4% | $672.52万 | 加仓 |
| — | AVORY FOUNDATIONAL ETF | $4,291.08万 | 0.65% | 1,793,178 | 286,728 | 19.0% | $686.14万 | 加仓 |
| LLY | ELI LILLY & CO COM | $3,871.43万 | 0.59% | 32,277 | 3,121 | 10.7% | $374.35万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $3,860.65万 | 0.58% | 244,299 | 5,313 | 2.2% | $83.96万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3,756.87万 | 0.57% | 906,801 | 99,586 | 12.3% | $412.58万 | 加仓 |
| — | ANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $3,715.38万 | 0.56% | 3,375,960 | -481,727 | -12.5% | -$530.16万 | 减仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $3,499.82万 | 0.53% | 461,900 | 74,900 | 19.4% | $567.52万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $3,480.84万 | 0.53% | 691,329 | -43,834 | -6.0% | -$220.70万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,351.72万 | 0.51% | 269,930 | -16,482 | -5.8% | -$204.66万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3,285.16万 | 0.50% | 47,832 | 993 | 2.1% | $68.20万 | 加仓 |
| WMT | WALMART INC COM | $3,159.34万 | 0.48% | 278,946 | -12,154 | -4.2% | -$137.66万 | 减仓 |
| META | META PLATFORMS INC CL A | $3,135.04万 | 0.47% | 55,656 | -5,147 | -8.5% | -$289.92万 | 减仓 |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | $3,024.71万 | 0.46% | 264,884 | 13,561 | 5.4% | $154.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,963.72万 | 0.45% | 59,228 | -4,450 | -7.0% | -$222.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,911.94万 | 0.44% | 114,657 | -2,180 | -1.9% | -$55.37万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $2,898.11万 | 0.44% | 336,442 | 43,768 | 15.0% | $377.02万 | 加仓 |
| MFSV | MFS ACTIVE VALUE ETF | $2,895.45万 | 0.44% | 1,013,458 | 157,481 | 18.4% | $449.92万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,845.59万 | 0.43% | 323,804 | 51,975 | 19.1% | $456.76万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2,842.87万 | 0.43% | 207,934 | 207,934 | — | $2,842.87万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,833.21万 | 0.43% | 191,033 | -15,108 | -7.3% | -$224.07万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $2,793.72万 | 0.42% | 128,194 | 211 | 0.2% | $4.60万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I 看跌期权 | $2,776.23万 | 0.42% | 37,700 | 3,300 | 9.6% | $243.01万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,535.54万 | 0.38% | 328,820 | -1,912 | -0.6% | -$14.74万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $2,492.81万 | 0.38% | 150,387 | -4,790 | -3.1% | -$79.40万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,476.92万 | 0.38% | 347,637 | -20,797 | -5.6% | -$148.18万 | 减仓 |
| CSCO | CISCO SYS INC COM | $2,452.44万 | 0.37% | 208,789 | -11,121 | -5.1% | -$130.63万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2,446.25万 | 0.37% | 128,398 | -7,790 | -5.7% | -$148.42万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $2,430.97万 | 0.37% | 664,200 | 235,205 | 54.8% | $860.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,403.91万 | 0.36% | 41,382 | -7,770 | -15.8% | -$451.36万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2,387.93万 | 0.36% | 98,500 | -6,990 | -6.6% | -$169.46万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2,385.11万 | 0.36% | 752,164 | 180,246 | 31.5% | $571.56万 | 加仓 |
| — | ANGEL OAK TOTAL RETURN ETF | $2,371.12万 | 0.36% | 480,470 | 127,933 | 36.3% | $631.35万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $2,368.47万 | 0.36% | 177,746 | 75,234 | 73.4% | $1,002.49万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2,258.97万 | 0.34% | 77,729 | 59 | 0.1% | $1.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,177.75万 | 0.33% | 63,860 | -3,615 | -5.4% | -$123.28万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,149.44万 | 0.33% | 20,184 | -3,378 | -14.3% | -$359.73万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,134.35万 | 0.32% | 182,940 | 4,644 | 2.6% | $54.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,117.46万 | 0.32% | 22,635 | -582 | -2.5% | -$54.45万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2,100.60万 | 0.32% | 259,141 | -140,809 | -35.2% | -$1,141.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2,098.37万 | 0.32% | 43,938 | 134 | 0.3% | $6.40万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $2,095.17万 | 0.32% | 337,332 | 18,647 | 5.9% | $115.82万 | 加仓 |
| V | VISA INC COM CL A | $2,088.01万 | 0.32% | 60,859 | 1,092 | 1.8% | $37.47万 | 加仓 |
| BRTR | ISHARES TOTAL RETURN ACTIVE ETF | $2,087.62万 | 0.32% | 414,827 | 137,987 | 49.8% | $694.42万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2,003.77万 | 0.30% | 294,629 | 77,111 | 35.5% | $524.43万 | 加仓 |
| SO | SOUTHERN CO COM | $1,998.22万 | 0.30% | 208,779 | 6,336 | 3.1% | $60.64万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1,981.79万 | 0.30% | 27,411 | 3,265 | 13.5% | $236.06万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,970.79万 | 0.30% | 55,880 | -5,254 | -8.6% | -$185.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,895.14万 | 0.29% | 43,924 | 505 | 1.2% | $21.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,884.72万 | 0.29% | 128,527 | 8,706 | 7.3% | $127.66万 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $1,881.99万 | 0.28% | 294,751 | 15,886 | 5.7% | $101.43万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1,877.92万 | 0.28% | 435,309 | -426,419 | -49.5% | -$1,839.57万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1,849.17万 | 0.28% | 320,925 | 21,701 | 7.3% | $125.04万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,823.31万 | 0.28% | 80,300 | 985 | 1.2% | $22.37万 | 加仓 |
| APH | AMPHENOL CORP CL A | $1,813.42万 | 0.27% | 102,848 | 29,540 | 40.3% | $520.85万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1,812.74万 | 0.27% | 179,817 | -24,337 | -11.9% | -$245.34万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,811.45万 | 0.27% | 140,968 | -5,163 | -3.5% | -$66.34万 | 减仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $1,802.05万 | 0.27% | 361,785 | 17,626 | 5.1% | $87.79万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $1,786.62万 | 0.27% | 27,972 | -3,716 | -11.7% | -$237.35万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,692.21万 | 0.26% | 45,936 | 1,453 | 3.3% | $53.53万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,663.92万 | 0.25% | 189,577 | 13,410 | 7.6% | $117.70万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1,657.72万 | 0.25% | 336,389 | 58,568 | 21.1% | $288.62万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,652.27万 | 0.25% | 65,660 | -6,225 | -8.7% | -$156.65万 | 减仓 |
| KO | COCA COLA CO COM | $1,649.05万 | 0.25% | 202,911 | -6,589 | -3.1% | -$53.55万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $1,627.98万 | 0.25% | 285,711 | 29,262 | 11.4% | $166.74万 | 加仓 |
| — | RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF | $1,568.39万 | 0.24% | 401,700 | 401,700 | — | $1,568.39万 | 新建仓 |
| TSLA | TESLA INC COM | $1,561.22万 | 0.24% | 37,118 | -1,435 | -3.7% | -$60.36万 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $1,558.02万 | 0.24% | 148,157 | 1,886 | 1.3% | $19.83万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1,555.38万 | 0.24% | 111,130 | 3,105 | 2.9% | $43.46万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,542.94万 | 0.23% | 93,927 | 1,913 | 2.1% | $31.42万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,522.80万 | 0.23% | 50,684 | 23,201 | 84.4% | $697.07万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,469.87万 | 0.22% | 402,374 | -12,941 | -3.1% | -$47.27万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1,460.27万 | 0.22% | 170,811 | 2,325 | 1.4% | $19.88万 | 加仓 |
| RTX | RTX CORPORATION COM | $1,412.85万 | 0.21% | 74,467 | -6,445 | -8.0% | -$122.28万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,404.59万 | 0.21% | 225,819 | 14,409 | 6.8% | $89.62万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,393.92万 | 0.21% | 183,918 | -7,927 | -4.1% | -$60.08万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $1,390.88万 | 0.21% | 302,038 | -900,998 | -74.9% | -$4,149.09万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $1,348.61万 | 0.20% | 18,730 | 895 | 5.0% | $64.44万 | 加仓 |