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Arcadia Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Arcadia Wealth Management, Inc.

No.6989 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.10亿
环比变动 Q1 2026
+$2,477.3万+13.4%
持仓股票数
58
新买入
6
加仓
23
减仓
12
清仓
3
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVUS
22.53%21.62%$4,721.9万36.9万股$3,994.3万35.9万股+9,398股+2.62%加仓
DDimensional维度ETF信托DFAC
20.06%20.05%$4,202.9万94.7万股$3,704.4万95.3万股-5,805股-0.61%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
7.97%8.34%$1,670.0万40.5万股$1,541.2万39.6万股+9,264股+2.34%加仓
AAvantis·U SAVUV
4.99%4.94%$1,046.5万8.4万股$912.8万8.3万股+1,253股+1.52%加仓
DDimensional维度ETF信托DFSD
3.89%4.2%$814.9万17.1万股$777.0万16.2万股+8,376股+5.16%加仓
DDimensional维度ETF信托DFEM
3.23%3.07%$677.8万16.7万股$568.1万16.4万股+2,335股+1.42%加仓
IiShares安硕信托IVV
2.73%2.56%$572.6万7,646股$472.2万7,229股+417股+5.77%加仓
DDimensional维度ETF信托DFCF
2.71%3%$568.3万13.5万股$554.7万13.1万股+3,238股+2.46%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
2.42%2.36%$507.3万19.4万股$436.3万18.4万股+9,424股+5.11%加仓
AVANTIS INTLNGG
2.27%2.42%$475.2万5.3万股$447.0万5.3万股+582股+1.10%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
1.96%2.11%$409.7万9.9万股$390.2万9.4万股+5,016股+5.34%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
1.91%1.91%$399.3万2.5万股$352.1万2.8万股-2,327股-8.44%减仓
A美国世纪ETF信托AVEM
1.9%1.84%$398.4万4.1万股$339.7万4.2万股-869股-2.06%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.7%1.63%$355.7万8.5万股$301.5万8.2万股+3,222股+3.93%加仓
AAvantis US Small Cap Value ETFAVDV
1.62%1.75%$338.9万3.3万股$324.1万3.2万股+437股+1.35%加仓
F第一信托交易所交易基金SDVY
1.5%1.52%$315.0万7.3万股$281.4万7.1万股+1,658股+2.32%加仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
1.45%1.54%$304.3万6.5万股$284.6万6.1万股+4,526股+7.44%加仓
G通用动力VTI
1.43%1.39%$299.6万8,096股$256.5万7,995股+101股+1.26%加仓
A美国世纪ETF信托AVRE
1.39%1.52%$290.8万6.1万股$280.8万6.4万股-2,410股-3.78%减仓
V先锋领航指数基金VOO
1.26%1.14%$263.2万3,575股$209.9万3,637股-62股-1.70%减仓
SSPDR行业精选信托XLK
1.19%0.95%$248.8万1.3万股$174.6万1.3万股-80股-0.61%减仓
IiShares安硕·BIOTECHNOLOGYIBB
1.17%1.26%$245.6万1.3万股$232.8万1.4万股-875股-6.35%减仓
苹果AAPL
1.02%1%$213.9万7,391股$185.3万7,303股+88股+1.20%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.78%0.89%$163.6万3.3万股$164.9万3.3万股-250股-0.76%减仓
SSPDR标普500 ETFSPY
0.75%0.76%$156.2万2,092股$140.0万2,152股-60股-2.79%减仓
UUNIVERSAL TECHNICAL INSTUTI
0.51%0.49%$106.7万2.5万股$90.1万2.5万股00.00%持仓不变
TREACE MED CONCEPTS INC COMTMCI
0.4%0.15%$83.6万21.0万股$28.1万21.0万股00.00%持仓不变
特斯拉TSLA
0.37%0.37%$77.8万1,849股$68.7万1,849股00.00%持仓不变
ANALOG DEVICES COMADI
0.33%0.3%$69.1万1,740股$55.4万1,740股00.00%持仓不变
CENTRUS ENERGY CL ALEU
0.32%0.38%$67.1万4,000股$69.4万4,000股00.00%持仓不变
微软MSFT
0.28%0.32%$58.9万1,580股$58.5万1,580股00.00%持仓不变
Meta平台META
0.27%0.3%$57.1万1,013股$56.0万978股+35股+3.58%加仓
亚马逊AMZN
0.26%0.24%$53.6万2,247股$43.7万2,099股+148股+7.05%加仓
辉瑞PFE
0.25%0.35%$53.1万2.2万股$64.7万2.3万股-1,000股-4.34%减仓
家得宝HD
0.24%0.25%$50.5万1,432股$47.1万1,432股00.00%持仓不变
V先锋领航·FTSEVEA
0.23%0.23%$47.9万6,723股$42.0万6,551股+172股+2.63%加仓
ADPADP
0.21%0.21%$43.0万1,921股$39.0万1,921股00.00%持仓不变
MSA安全MSA
0.18%0.19%$38.4万2,198股$36.0万2,198股00.00%持仓不变
V先锋领航·TOTALBND
0.18%0.2%$38.0万5,178股$37.1万5,043股+135股+2.68%加仓
AAUDIOEYEAEYE
0.18%0.22%$36.8万6.3万股$40.4万6.3万股00.00%持仓不变
IiShares安硕信托ITOT
0.16%0.15%$33.0万2,008股$28.6万2,008股00.00%持仓不变
V先锋领航指数基金VUG
0.14%0.14%$30.0万3,480股$25.3万580股+2,900股+500.00%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.14%$29.8万465股$00股+465股新买入
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.14%0.19%$29.5万3,597股$34.2万4,826股-1,229股-25.47%减仓
V先锋领航债券指数基金BIV
0.14%0.16%$28.7万3,743股$28.9万3,743股00.00%持仓不变
V先锋领航斯科茨代尔基金BNDW
0.14%0.22%$28.5万4,166股$39.8万5,825股-1,659股-28.48%减仓
NEBIUSNBIS
0.13%$27.6万1,000股$00股+1,000股新买入
英伟达NVDA
0.12%0.11%$25.8万1,291股$20.8万1,194股+97股+8.12%加仓
V先锋领航指数基金VTV
0.12%0.12%$24.3万1,117股$21.7万1,108股+9股+0.81%加仓
GE VernovaGEV
0.11%$24.1万205股$00股+205股新买入

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