Arcadia Wealth Management, LLC
Manchester NH · SEC CIK 0001964226
$3.19亿2026Q2 申报市值
66持仓数
65.8%前十大占比 · 第一大 12.8%
6 / 7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
SPYM 加仓+$589.08万
GOVT 加仓+$381.23万
ACWX 加仓+$246.08万
CORO 加仓+$170.39万
DYNF 加仓+$113.29万
2026Q2 卖出最多 按季末市值估算
IWP 减仓-$404.32万
IWF 减仓-$139.21万
QUAL 减仓-$67.92万
VOO 减仓-$63.80万
VUG 减仓-$37.30万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $0 | 0.00% | 0 | -3,302 | -100.0% | -$32.10万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -973 | -100.0% | -$31.21万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -963 | -100.0% | -$30.62万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,065 | -100.0% | -$29.86万 | 清仓 |
| SCEP | STERLING CAP FDS | $0 | 0.00% | 0 | -9,900 | -100.0% | -$23.33万 | 清仓 |
| — | CAPITOL SER TR | $0 | 0.00% | 0 | -8,229 | -100.0% | -$20.64万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,178 | -100.0% | -$20.20万 | 清仓 |
| IUSB | ISHARES TR | $24.55万 | 0.08% | 5,320 | 5,320 | — | $24.55万 | 新建仓 |
| CVS | CVS HEALTH CORP | $25.36万 | 0.08% | 2,451 | 2,451 | — | $25.36万 | 新建仓 |
| AXTI | AXT INC | $30.29万 | 0.10% | 4,202 | 4,202 | — | $30.29万 | 新建仓 |
| IVV | ISHARES TR | $34.24万 | 0.11% | 457 | 27 | 6.3% | $2.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.00万 | 0.12% | 2,485 | 2,485 | — | $39.00万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.10万 | 0.14% | 577 | -251 | -30.3% | -$18.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.20万 | 0.14% | 3,788 | 3,788 | — | $44.20万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $44.34万 | 0.14% | 3,651 | -18 | -0.5% | -$2,186 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $45.70万 | 0.14% | 3,448 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN FDS | $46.11万 | 0.14% | 9,338 | -292 | -3.0% | -$1.44万 | 减仓 |
| IDEV | ISHARES TR | $46.86万 | 0.15% | 5,264 | -101 | -1.9% | -$8,990 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $47.73万 | 0.15% | 972 | -195 | -16.7% | -$9.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $51.03万 | 0.16% | 1,368 | -217 | -13.7% | -$8.09万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $51.75万 | 0.16% | 17,154 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.70万 | 0.19% | 1,213 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $66.64万 | 0.21% | 11,160 | 6,262 | 127.8% | $37.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $71.73万 | 0.23% | 974 | 974 | — | $71.73万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $71.87万 | 0.23% | 14,268 | 8,656 | 154.2% | $43.60万 | 加仓 |
| IWP | ISHARES TR | $74.42万 | 0.23% | 5,083 | -27,616 | -84.5% | -$404.32万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.24% | 1 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $75.28万 | 0.24% | 2,602 | 268 | 11.5% | $7.75万 | 加仓 |
| MTUM | ISHARES TR | $75.85万 | 0.24% | 2,212 | 320 | 16.9% | $10.97万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $79.58万 | 0.25% | 18,460 | 4,125 | 28.8% | $17.78万 | 加仓 |
| QUAL | ISHARES TR | $89.09万 | 0.28% | 4,060 | -3,095 | -43.3% | -$67.92万 | 减仓 |
| AVGO | BROADCOM INC | $99.47万 | 0.31% | 2,633 | -148 | -5.3% | -$5.59万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $108.08万 | 0.34% | 30,854 | -5,291 | -14.6% | -$18.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $112.98万 | 0.35% | 43,188 | -8,385 | -16.3% | -$21.94万 | 减仓 |
| EFV | ISHARES TR | $114.19万 | 0.36% | 14,916 | -1,979 | -11.7% | -$15.15万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $115.93万 | 0.36% | 21,990 | 5,785 | 35.7% | $30.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $127.65万 | 0.40% | 30,589 | -7,612 | -19.9% | -$31.76万 | 减仓 |
| TJX | TJX COS INC NEW | $133.02万 | 0.42% | 8,780 | -19 | -0.2% | -$2,879 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $134.18万 | 0.42% | 32,528 | -7,968 | -19.7% | -$32.87万 | 减仓 |
| EFG | ISHARES TR | $135.41万 | 0.43% | 10,883 | 1,351 | 14.2% | $16.81万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $136.92万 | 0.43% | 25,346 | -3,912 | -13.4% | -$21.13万 | 减仓 |
| IWX | ISHARES TR | $146.76万 | 0.46% | 13,956 | -28 | -0.2% | -$2,944 | 减仓 |
| SPYG | SPDR SERIES TRUST | $148.09万 | 0.46% | 12,446 | 122 | 1.0% | $1.45万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $148.14万 | 0.47% | 36,841 | -6,202 | -14.4% | -$24.94万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $154.46万 | 0.48% | 36,593 | -8,086 | -18.1% | -$34.13万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $157.67万 | 0.49% | 33,020 | -7,170 | -17.8% | -$34.24万 | 减仓 |
| IVE | ISHARES TR | $171.48万 | 0.54% | 7,552 | 2,757 | 57.5% | $62.60万 | 加仓 |
| IEMG | ISHARES INC | $181.36万 | 0.57% | 21,893 | 163 | 0.8% | $1.35万 | 加仓 |
| IWY | ISHARES TR | $223.58万 | 0.70% | 7,693 | -329 | -4.1% | -$9.56万 | 减仓 |
| AMZN | AMAZON COM INC | $243.51万 | 0.76% | 10,217 | -572 | -5.3% | -$13.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $261.74万 | 0.82% | 38,486 | 16,658 | 76.3% | $113.29万 | 加仓 |
| IVW | ISHARES TR | $268.29万 | 0.84% | 19,508 | 7,908 | 68.2% | $108.76万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $274.14万 | 0.86% | 74,901 | 46,555 | 164.2% | $170.39万 | 加仓 |
| AGG | ISHARES TR | $296.16万 | 0.93% | 29,921 | 1,297 | 4.5% | $12.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $436.81万 | 1.37% | 6,360 | -929 | -12.7% | -$63.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $464.24万 | 1.46% | 60,527 | 3,905 | 6.9% | $29.95万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $469.05万 | 1.47% | 68,048 | 4,477 | 7.0% | $30.86万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $478.01万 | 1.50% | 102,116 | 7,143 | 7.5% | $33.44万 | 加仓 |
| SCNM | STERLING CAP FDS | $547.37万 | 1.72% | 217,601 | -2,802 | -1.3% | -$7.05万 | 减仓 |
| IWS | ISHARES TR | $704.07万 | 2.21% | 42,775 | 1,276 | 3.1% | $21.00万 | 加仓 |
| ILCG | ISHARES TR | $716.15万 | 2.25% | 61,199 | 9,037 | 17.3% | $105.75万 | 加仓 |
| VB | VANGUARD INDEX FDS | $891.51万 | 2.80% | 29,411 | 37 | 0.1% | $1.12万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $966.98万 | 3.04% | 124,115 | 8,544 | 7.4% | $66.57万 | 加仓 |
| IWD | ISHARES TR | $991.78万 | 3.11% | 40,910 | 1,389 | 3.5% | $33.67万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,027.98万 | 3.23% | 212,262 | 14,004 | 7.1% | $67.82万 | 加仓 |
| IWF | ISHARES TR | $1,316.51万 | 4.13% | 106,025 | -11,211 | -9.6% | -$139.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,436.41万 | 4.51% | 240,645 | -545 | -0.2% | -$3.25万 | 减仓 |
| ACWX | ISHARES TR | $1,629.83万 | 5.12% | 214,141 | 32,332 | 17.8% | $246.08万 | 加仓 |
| GOVT | ISHARES TR | $1,661.53万 | 5.22% | 729,380 | 167,353 | 29.8% | $381.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,916.69万 | 6.02% | 218,104 | 67,033 | 44.4% | $589.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,962.98万 | 9.30% | 135,960 | 242 | 0.2% | $5.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,956.75万 | 12.42% | 555,333 | -3,894 | -0.7% | -$27.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,073.49万 | 12.79% | 472,892 | -4,330 | -0.9% | -$37.30万 | 减仓 |