13F 机构持仓

ARCADIA INVESTMENT MANAGEMENT CORP/MI

KALAMAZOO MI · SEC CIK 0001016972

2026Q22026Q1 更早 9 个季度 🔒
$5.84亿2026Q1 申报市值
366持仓数
42.9%前十大占比 · 第一大 7.0%
2 / 24新建仓 / 清仓
申报市值走势$5.84亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 7.0%
NVDA 5.3%
AAPL 4.4%
GOOGL 4.4%
COST 4.0%
PANW 3.8%
SYK 3.8%
MPWR 3.7%
MSFT 3.5%
VTRS 3.1%

2026Q1 买入最多 按季末市值估算

VTRS 加仓+$1,685.14万
META 加仓+$70.54万
JPM 加仓+$62.13万
MOD 加仓+$55.91万
ABT 加仓+$51.81万

2026Q1 卖出最多 按季末市值估算

MINT 减仓-$423.72万
SBUX 减仓-$223.15万
MGRC 清仓-$167.86万
MUSA 清仓-$164.64万
ITW 减仓-$161.95万

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
MGRC MCGRATH RENTCORP $00.00%0 -15,997-100.0% -$167.86万 清仓
MUSA MURPHY USA INC $00.00%0 -4,080-100.0% -$164.64万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -3,918-100.0% -$79.56万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -689-100.0% -$30.73万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,885-100.0% -$25.03万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,328-100.0% -$18.90万 清仓
MIDD MIDDLEBY CORP $00.00%0 -250-100.0% -$3.72万 清仓
— COMERICA INC $00.00%0 -330-100.0% -$2.87万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -132-100.0% -$2.80万 清仓
FHLC FIDELITY COVINGTON TRUST $00.00%0 -20-100.0% -$1,486 清仓
— BIOATLA INC $00.00%0 -1,403-100.0% -$797 清仓
PFF ISHARES TR $00.00%0 -25-100.0% -$774 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -13-100.0% -$632 清仓
TMUS T-MOBILE US INC $00.00%0 -2-100.0% -$407 清仓
EXC EXELON CORP $00.00%0 -6-100.0% -$262 清仓
EFX EQUIFAX INC $00.00%0 -1-100.0% -$217 清仓
REG REGENCY CTRS CORP $00.00%0 -3-100.0% -$208 清仓
NCLH NORWEGIAN CRUISE LINE HLDG L $00.00%0 -8-100.0% -$179 清仓
SRE SEMPRA $00.00%0 -2-100.0% -$177 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -3-100.0% -$176 清仓
CCL CARNIVAL CORP $00.00%0 -5-100.0% -$153 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -1-100.0% -$143 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -1-100.0% -$118 清仓
DVA DAVITA INC $00.00%0 -1-100.0% -$114 清仓
— AURORA CANNABIS INC $140.00%4 00.0% — 不变
OMC OMNICOM GROUP INC $760.00%1 00.0% — 不变
— DUPONT DE NEMOURS INC $920.00%2 00.0% — 不变
PAYX PAYCHEX INC $930.00%1 00.0% — 不变
GEN GEN DIGITAL INC $950.00%5 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $1130.00%2 00.0% — 不变
PCAR PACCAR INC $1160.00%1 00.0% — 不变
Q QNITY ELECTRONICS INC $1160.00%1 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $1300.00%2 00.0% — 不变
CPRT COPART INC $1330.00%4 00.0% — 不变
WRB BERKLEY W R CORP $1330.00%2 00.0% — 不变
PHIN PHINIA INC $1370.00%2 00.0% — 不变
APTV APTIV PLC $1390.00%2 00.0% — 不变
GL GLOBE LIFE INC $1400.00%1 00.0% — 不变
NI NISOURCE INC $1400.00%3 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1430.00%2 00.0% — 不变
VST VISTRA CORP $1510.00%1 00.0% — 不变
XEL XCEL ENERGY INC $1590.00%2 00.0% — 不变
KEY KEYCORP $1610.00%8 00.0% — 不变
EVRG EVERGY INC $1640.00%2 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1670.00%1 00.0% — 不变
NUE NUCOR CORP $1700.00%1 00.0% — 不变
IVZ INVESCO LTD $1710.00%7 00.0% — 不变
EBAY EBAY INC. $1830.00%2 00.0% — 不变
PSX PHILLIPS 66 $1830.00%1 00.0% — 不变
VRSK VERISK ANALYTICS INC $1900.00%1 -250-99.6% -$4.75万 减仓
SO SOUTHERN CO $1940.00%2 00.0% — 不变
PGR PROGRESSIVE CORP $1990.00%1 00.0% — 不变
MTB M & T BK CORP $2070.00%1 00.0% — 不变
HSY HERSHEY CO $2080.00%1 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $2090.00%1 00.0% — 不变
DOV DOVER CORP $2090.00%1 00.0% — 不变
PODD INSULET CORP $2100.00%1 00.0% — 不变
PKG PACKAGING CORP AMER $2130.00%1 00.0% — 不变
CVS CVS HEALTH CORP $2160.00%3 00.0% — 不变
ROST ROSS STORES INC $2170.00%1 00.0% — 不变
— HONEYWELL INTL INC $2270.00%1 -53-98.1% -$1.20万 减仓
C CITIGROUP INC $2270.00%2 00.0% — 不变
WM WASTE MGMT INC DEL $2300.00%1 00.0% — 不变
PHM PULTE GROUP INC $2360.00%2 00.0% — 不变
ADSK AUTODESK INC $2400.00%1 00.0% — 不变
TXT TEXTRON INC $2630.00%3 00.0% — 不变
CI THE CIGNA GROUP $2670.00%1 00.0% — 不变
RJF RAYMOND JAMES FINL INC $2900.00%2 00.0% — 不变
KR KROGER CO $2900.00%4 00.0% — 不变
MMM 3M CO $2910.00%2 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $2930.00%1 00.0% — 不变
KMI KINDER MORGAN INC DEL $3020.00%9 00.0% — 不变
INTC INTEL CORP $3090.00%7 00.0% — 不变
YUM YUM BRANDS INC $3110.00%2 00.0% — 不变
COR CENCORA INC $3150.00%1 00.0% — 不变
FOX FOX CORP $3190.00%6 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $3210.00%5 00.0% — 不变
NEM NEWMONT CORP $3250.00%3 00.0% — 不变
VTR VENTAS INC $3280.00%4 00.0% — 不变
PM PHILIP MORRIS INTL INC $3310.00%2 00.0% — 不变
FOXA FOX CORP $3510.00%6 00.0% — 不变
EMBC EMBECTA CORP $3540.00%40 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $3740.00%2 00.0% — 不变
RTX RTX CORPORATION $3860.00%2 00.0% — 不变
TXN TEXAS INSTRS INC $3890.00%2 00.0% — 不变
CF CF INDUSTRIES HOLD $3900.00%3 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $3920.00%1 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $3940.00%3 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $4050.00%5 00.0% — 不变
— ELECTRONIC ARTS INC $4080.00%2 00.0% — 不变
GLW CORNING INC $4080.00%3 00.0% — 不变
CAH CARDINAL HEALTH INC $4230.00%2 00.0% — 不变
BAC BANK AMERICA CORP $4390.00%9 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $4750.00%4 00.0% — 不变
WDC WESTERN DIGITAL CORP $5410.00%2 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $5530.00%6 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $5820.00%2 00.0% — 不变
F FORD MTR CO $5890.00%51 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $5890.00%1 00.0% — 不变
LMT LOCKHEED MARTIN CORP $6050.00%1 00.0% — 不变