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
TEL TE CONNECTIVITY PLC $6280.00%3 00.0% — 不变
SPSM SPDR SERIES TRUST $6290.00%13 -110-89.4% -$5,322 减仓
SHW SHERWIN WILLIAMS CO $6420.00%2 00.0% — 不变
SOXX ISHARES TR $6580.00%2 00.0% — 不变
PLD PROLOGIS INC. $6610.00%5 00.0% — 不变
MRP MILLROSE PPTYS INC $6720.00%24 00.0% — 不变
GRMN GARMIN LTD $6970.00%3 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $7080.00%2 00.0% — 不变
CFG CITIZENS FINL GROUP INC $7200.00%12 00.0% — 不变
BKR BAKER HUGHES COMPANY $7330.00%12 00.0% — 不变
MET METLIFE INC $7780.00%11 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $7860.00%6 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $8100.00%31 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $8110.00%9 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $8260.00%3 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $8340.00%3 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $8380.00%3 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $8460.00%1 00.0% — 不变
GE GE AEROSPACE $8520.00%3 00.0% — 不变
NSC NORFOLK SOUTHN CORP $8610.00%3 00.0% — 不变
MCK MCKESSON CORP $8660.00%1 00.0% — 不变
EOG EOG RES INC $8680.00%6 00.0% — 不变
MCO MOODYS CORP $8730.00%2 00.0% — 不变
NRG NRG ENERGY INC $8770.00%6 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $8790.00%14 -856-98.4% -$5.37万 减仓
EW EDWARDS LIFESCIENCES CORP $8810.00%11 00.0% — 不变
AMP AMERIPRISE FINL INC $8890.00%2 00.0% — 不变
PH PARKER-HANNIFIN CORP $8960.00%1 00.0% — 不变
COF CAPITAL ONE FINL CORP $9130.00%5 00.0% — 不变
ICLN ISHARES TR $9150.00%50 00.0% — 不变
CTVA CORTEVA INC $9210.00%11 00.0% — 不变
EXPE EXPEDIA GROUP INC $9240.00%4 00.0% — 不变
COP CONOCOPHILLIPS $9240.00%7 00.0% — 不变
LOW LOWES COS INC $9460.00%4 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $9470.00%7 00.0% — 不变
HCA HCA HEALTHCARE INC $9470.00%2 00.0% — 不变
DG DOLLAR GEN CORP $9500.00%8 00.0% — 不变
AON AON PLC $9690.00%3 00.0% — 不变
EQIX EQUINIX INC $9810.00%1 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1,0150.00%14 00.0% — 不变
GWW WW GRAINGER INC $1,0910.00%1 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1,1080.00%22 00.0% — 不变
TDG TRANSDIGM GROUP INC $1,1590.00%1 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1,2170.00%4 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $1,2280.00%400 00.0% — 不变
VLO VALERO ENERGY CORP $1,2360.00%5 00.0% — 不变
DAL DELTA AIR LINES INC $1,2670.00%19 -3-13.6% -$200 减仓
CSX CSX CORP $1,2730.00%31 00.0% — 不变
WMB WILLIAMS COS INC $1,3110.00%18 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $1,3400.00%3 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1,3650.00%2 00.0% — 不变
KLAC KLA CORP $1,4730.00%1 00.0% — 不变
LIN LINDE PLC $1,4880.00%3 -31-91.2% -$1.54万 减仓
O REALTY INCOME CORP $1,4920.00%24 00.0% — 不变
ICVT ISHARES TR $1,5270.00%15 -15-50.0% -$1,527 减仓
MCD MCDONALDS CORP $1,5540.00%5 00.0% — 不变
ADI ANALOG DEVICES INC $1,5910.00%5 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $1,6240.00%6 00.0% — 不变
DE DEERE & CO $1,6900.00%3 00.0% — 不变
QQQ INVESCO QQQ TR $1,7320.00%3 00.0% — 不变
IEF ISHARES TR $1,9090.00%20 -30-60.0% -$2,864 减仓
LRCX LAM RESEARCH CORP $2,1370.00%10 00.0% — 不变
VUG VANGUARD INDEX FDS $2,1840.00%5 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $2,1950.00%15 00.0% — 不变
IHI ISHARES TR $2,7210.00%51 00.0% — 不变
CAT CATERPILLAR INC $2,8340.00%4 00.0% — 不变
KO COCA COLA CO $2,8540.00%38 00.0% — 不变
PRU PRUDENTIAL FINL INC $3,0860.00%32 00.0% — 不变
CMCSA COMCAST CORP NEW $4,6230.00%161 00.0% — 不变
VTI VANGUARD INDEX FDS $5,1330.00%16 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $6,1160.00%15 00.0% — 不变
SDGR SCHRODINGER INC $6,2480.00%550 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $6,2620.00%275 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $6,2700.00%100 00.0% — 不变
SOBO SOUTH BOW CORP $6,6640.00%200 00.0% — 不变
SJNK SPDR SERIES TRUST $6,8700.00%275 00.0% — 不变
QCOM QUALCOMM INC $7,2120.00%56 00.0% — 不变
IYH ISHARES TR $7,7050.00%125 00.0% — 不变
IEFA ISHARES TR $8,1480.00%90 -60-40.0% -$5,432 减仓
DHS WISDOMTREE TR $9,0660.00%83 83— $9,066 新建仓
XLK SELECT SECTOR SPDR TR $9,8350.00%74 00.0% — 不变
COO COOPER COS INC $1.00万0.00%140 00.0% — 不变
IDXX IDEXX LABS INC $1.01万0.00%18 00.0% — 不变
BSV VANGUARD BD INDEX FDS $1.10万0.00%140 -15-9.7% -$1,176 减仓
— EXCHANGE TRADED CONCEPTS TRU $1.12万0.00%340 00.0% — 不变
TRMB TRIMBLE INC $1.14万0.00%175 00.0% — 不变
XSOE WISDOMTREE TR $1.19万0.00%297 3011.2% $1,203 加仓
IJH ISHARES TR $1.22万0.00%180 00.0% — 不变
MS MORGAN STANLEY $1.27万0.00%77 00.0% — 不变
SPYD SPDR SERIES TRUST $1.37万0.00%300 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $1.38万0.00%57 00.0% — 不变
AMGN AMGEN INC $1.44万0.00%41 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $1.46万0.00%70 00.0% — 不变
T AT&T INC $1.48万0.00%512 -8-1.5% -$232 减仓
IUSG ISHARES TR $1.55万0.00%100 00.0% — 不变
ARCC ARES CAPITAL CORP $1.62万0.00%900 00.0% — 不变
KIM KIMCO REALTY CORP $1.63万0.00%725 00.0% — 不变
EEM ISHARES TR $1.70万0.00%300 00.0% — 不变
SCHW SCHWAB CHARLES CORP $1.74万0.00%185 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $1.93万0.00%95 00.0% — 不变