ARCADIA INVESTMENT MANAGEMENT CORP/MI
KALAMAZOO MI · SEC CIK 0001016972
$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
26Q1
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $4,085.38万 | 7.00% | 131,995 | -4,465 | -3.3% | -$138.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,084.37万 | 5.28% | 176,856 | 437 | 0.2% | $7.62万 | 加仓 |
| AAPL | APPLE INC | $2,558.42万 | 4.38% | 100,808 | -1,364 | -1.3% | -$34.62万 | 减仓 |
| GOOGL | ALPHABET INC | $2,549.91万 | 4.37% | 88,674 | -1,145 | -1.3% | -$32.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,357.15万 | 4.04% | 23,656 | -37 | -0.2% | -$3.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,200.01万 | 3.77% | 137,226 | 1,239 | 0.9% | $19.86万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,191.34万 | 3.75% | 66,689 | 660 | 1.0% | $21.69万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,175.88万 | 3.73% | 19,901 | -312 | -1.5% | -$34.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,053.92万 | 3.52% | 55,486 | -38 | -0.1% | -$1.41万 | 减仓 |
| VTRS | VIATRIS INC | $1,795.92万 | 3.08% | 1,329,326 | 1,247,326 | 1,521.1% | $1,685.14万 | 加仓 |
| V | VISA INC | $1,704.69万 | 2.92% | 56,402 | 421 | 0.8% | $12.72万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,588.82万 | 2.72% | 32,324 | 54 | 0.2% | $2.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1,502.02万 | 2.57% | 72,119 | 272 | 0.4% | $5.66万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,473.12万 | 2.52% | 222,828 | -6,610 | -2.9% | -$43.70万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,428.68万 | 2.45% | 90,837 | -300 | -0.3% | -$4.72万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,323.31万 | 2.27% | 143,355 | -6,662 | -4.4% | -$61.50万 | 减仓 |
| ASML | ASML HLDG NV | $1,287.55万 | 2.20% | 9,748 | 168 | 1.8% | $22.19万 | 加仓 |
| MINT | PIMCO ETF TR | $1,138.18万 | 1.95% | 113,173 | -42,132 | -27.1% | -$423.72万 | 减仓 |
| GOOG | ALPHABET INC | $1,101.17万 | 1.89% | 38,387 | -1,361 | -3.4% | -$39.04万 | 减仓 |
| NOW | SERVICENOW INC | $829.34万 | 1.42% | 79,325 | 4,060 | 5.4% | $42.45万 | 加仓 |
| LLY | ELI LILLY & CO | $803.79万 | 1.38% | 8,739 | 258 | 3.0% | $23.73万 | 加仓 |
| VEEV | VEEVA SYS INC | $769.25万 | 1.32% | 43,792 | 578 | 1.3% | $10.15万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $712.04万 | 1.22% | 17,086 | -408 | -2.3% | -$17.00万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $699.75万 | 1.20% | 35,289 | -3,091 | -8.1% | -$61.29万 | 减仓 |
| WSO | WATSCO INC | $657.19万 | 1.13% | 18,065 | 50 | 0.3% | $1.82万 | 加仓 |
| META | META PLATFORMS INC | $653.83万 | 1.12% | 11,428 | 1,233 | 12.1% | $70.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $637.07万 | 1.09% | 16,318 | 191 | 1.2% | $7.46万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $604.42万 | 1.04% | 19,982 | -667 | -3.2% | -$20.18万 | 减仓 |
| SBUX | STARBUCKS CORP | $595.84万 | 1.02% | 66,507 | -24,908 | -27.2% | -$223.15万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $570.32万 | 0.98% | 19,633 | -1,390 | -6.6% | -$40.38万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $548.64万 | 0.94% | 21,078 | -6,222 | -22.8% | -$161.95万 | 减仓 |
| ADBE | ADOBE INC | $516.50万 | 0.88% | 21,248 | 321 | 1.5% | $7.80万 | 加仓 |
| ZS | ZSCALER INC | $504.92万 | 0.86% | 35,991 | 1,478 | 4.3% | $20.73万 | 加仓 |
| CBRE | CBRE GROUP INC | $498.03万 | 0.85% | 36,766 | 1,150 | 3.2% | $15.58万 | 加仓 |
| P | EVERPURE INC | $472.50万 | 0.81% | 80,030 | 5,450 | 7.3% | $32.18万 | 加仓 |
| ECL | ECOLAB INC | $414.06万 | 0.71% | 15,565 | -1,837 | -10.6% | -$48.87万 | 减仓 |
| GFF | GRIFFON CORP | $397.25万 | 0.68% | 54,657 | -81 | -0.1% | -$5,887 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $385.17万 | 0.66% | 85,027 | -5,310 | -5.9% | -$24.05万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $377.99万 | 0.65% | 7,965 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $362.01万 | 0.62% | 20,088 | 385 | 2.0% | $6.94万 | 加仓 |
| WMT | WALMART INC | $361.03万 | 0.62% | 29,050 | -1,004 | -3.3% | -$12.48万 | 减仓 |
| HD | HOME DEPOT INC | $359.38万 | 0.62% | 10,927 | 80 | 0.7% | $2.63万 | 加仓 |
| INTU | INTUIT | $347.59万 | 0.60% | 8,039 | 190 | 2.4% | $8.22万 | 加仓 |
| IVV | ISHARES TR | $327.98万 | 0.56% | 5,021 | -155 | -3.0% | -$10.12万 | 减仓 |
| FAST | FASTENAL CO | $317.95万 | 0.54% | 68,524 | -12,500 | -15.4% | -$58.00万 | 减仓 |
| URI | UNITED RENTALS INC | $291.57万 | 0.50% | 4,002 | -30 | -0.7% | -$2.19万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $272.67万 | 0.47% | 13,420 | 586 | 4.6% | $11.91万 | 加仓 |
| AAON | AAON INC | $262.81万 | 0.45% | 31,759 | 5,135 | 19.3% | $42.49万 | 加仓 |
| ORCL | ORACLE CORP | $254.68万 | 0.44% | 17,312 | -450 | -2.5% | -$6.62万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $254.41万 | 0.44% | 63,175 | -1,500 | -2.3% | -$6.04万 | 减仓 |
| EFA | ISHARES TR | $248.92万 | 0.43% | 25,628 | -200 | -0.8% | -$1.94万 | 减仓 |
| MOD | MODINE MFG CO | $236.93万 | 0.41% | 10,933 | 2,580 | 30.9% | $55.91万 | 加仓 |
| AES | AES CORP | $233.77万 | 0.40% | 165,915 | -5,700 | -3.3% | -$8.03万 | 减仓 |
| MTZ | MASTEC INC | $230.82万 | 0.40% | 7,174 | 825 | 13.0% | $26.54万 | 加仓 |
| IR | INGERSOLL RAND INC | $201.51万 | 0.35% | 25,151 | -175 | -0.7% | -$1.40万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $192.48万 | 0.33% | 12,242 | -358 | -2.8% | -$5.63万 | 减仓 |
| PWR | QUANTA SVCS INC | $179.47万 | 0.31% | 3,269 | 380 | 13.2% | $20.86万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $165.41万 | 0.28% | 8,089 | 980 | 13.8% | $20.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $161.96万 | 0.28% | 26,704 | -2,090 | -7.3% | -$12.68万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $161.48万 | 0.28% | 3,503 | 55 | 1.6% | $2.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $156.98万 | 0.27% | 16,901 | 450 | 2.7% | $4.18万 | 加仓 |
| PHR | PHREESIA INC | $139.52万 | 0.24% | 166,490 | 28,425 | 20.6% | $23.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $128.00万 | 0.22% | 22,206 | -5,350 | -19.4% | -$30.84万 | 减仓 |
| IWP | ISHARES TR | $118.83万 | 0.20% | 9,275 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $110.63万 | 0.19% | 28,375 | -3,275 | -10.3% | -$12.77万 | 减仓 |
| DXCM | DEXCOM INC | $105.79万 | 0.18% | 16,845 | 7,765 | 85.5% | $48.76万 | 加仓 |
| NTNX | NUTANIX INC | $98.78万 | 0.17% | 25,989 | 4,264 | 19.6% | $16.21万 | 加仓 |
| IWM | ISHARES TR | $97.34万 | 0.17% | 3,925 | -16 | -0.4% | -$3,968 | 减仓 |
| CVX | CHEVRON CORPORATION | $92.15万 | 0.16% | 4,454 | -285 | -6.0% | -$5.90万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $89.70万 | 0.15% | 49,475 | 1,600 | 3.3% | $2.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $86.29万 | 0.15% | 8,405 | 5,046 | 150.2% | $51.81万 | 加仓 |
| ABBV | ABBVIE INC | $85.76万 | 0.15% | 3,943 | -110 | -2.7% | -$2.39万 | 减仓 |
| SHOP | SHOPIFY INC | $83.03万 | 0.14% | 7,000 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $81.39万 | 0.14% | 8,502 | 115 | 1.4% | $1.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $80.95万 | 0.14% | 2,752 | 2,112 | 330.0% | $62.13万 | 加仓 |
| RBC | RBC BEARINGS INC | $76.53万 | 0.13% | 1,409 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $75.19万 | 0.13% | 7,820 | -350 | -4.3% | -$3.37万 | 减仓 |
| SPGI | S&P GLOBAL INC | $71.58万 | 0.12% | 1,683 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $69.88万 | 0.12% | 9,737 | -6,883 | -41.4% | -$49.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $68.97万 | 0.12% | 12,761 | 130 | 1.0% | $7,027 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.95万 | 0.10% | 7,437 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $56.39万 | 0.10% | 8,451 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $51.57万 | 0.09% | 63,275 | 19,650 | 45.0% | $16.01万 | 加仓 |
| RPM | RPM INTL INC | $51.01万 | 0.09% | 5,132 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $50.66万 | 0.09% | 1,188 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $48.45万 | 0.08% | 1,627 | 1,626 | 162,600.0% | $48.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.32万 | 0.08% | 743 | 39 | 5.5% | $2.54万 | 加仓 |
| GPN | GLOBAL PMTS INC | $41.93万 | 0.07% | 6,230 | 5,370 | 624.4% | $36.14万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $41.28万 | 0.07% | 7,023 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $40.85万 | 0.07% | 468 | 468 | — | $40.85万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $36.29万 | 0.06% | 9,591 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $35.71万 | 0.06% | 4,374 | -140 | -3.1% | -$1.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.35万 | 0.06% | 1,005 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.30万 | 0.06% | 674 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $30.58万 | 0.05% | 44,511 | 270 | 0.6% | $1,855 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.56万 | 0.05% | 2,116 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $28.92万 | 0.05% | 1,214 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $26.66万 | 0.05% | 5,738 | 615 | 12.0% | $2.86万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $26.58万 | 0.05% | 778 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $26.20万 | 0.04% | 4,550 | -100 | -2.2% | -$5,758 | 减仓 |