Arcadia Wealth Management, LLC
Manchester NH · SEC CIK 0001964226
$2.76亿2026Q1 申报市值
67持仓数
64.5%前十大占比 · 第一大 13.0%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOVT 加仓+$636.65万
SCNM 新建仓+$547.92万
SPYM 加仓+$258.52万
ACWX 加仓+$227.68万
VUG 加仓+$179.17万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$340.33万
MUB 清仓-$274.25万
AGG 减仓-$191.28万
VEA 减仓-$170.97万
IWF 减仓-$56.50万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3,583.53万 | 12.97% | 559,227 | -26,680 | -4.6% | -$170.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,474.10万 | 12.57% | 79,537 | 4,102 | 5.4% | $179.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,662.78万 | 9.64% | 135,718 | 1,157 | 0.9% | $22.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,303.63万 | 4.72% | 241,190 | -9,010 | -3.6% | -$48.70万 | 减仓 |
| GOVT | ISHARES TR | $1,287.60万 | 4.66% | 562,027 | 277,891 | 97.8% | $636.65万 | 加仓 |
| IWF | ISHARES TR | $1,249.73万 | 4.52% | 29,309 | -1,325 | -4.3% | -$56.50万 | 减仓 |
| ACWX | ISHARES TR | $1,244.84万 | 4.50% | 181,809 | 33,253 | 22.4% | $227.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,156.29万 | 4.18% | 151,071 | 33,776 | 28.8% | $258.52万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $952.63万 | 3.45% | 198,258 | 13,652 | 7.4% | $65.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $906.19万 | 3.28% | 115,571 | 6,383 | 5.8% | $50.05万 | 加仓 |
| IWD | ISHARES TR | $844.44万 | 3.06% | 39,521 | -15,928 | -28.7% | -$340.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $769.36万 | 2.78% | 29,374 | 1,699 | 6.1% | $44.50万 | 加仓 |
| IWS | ISHARES TR | $604.80万 | 2.19% | 41,499 | 863 | 2.1% | $12.58万 | 加仓 |
| SCNM | STERLING CAP FDS | $547.92万 | 1.98% | 220,403 | 220,403 | — | $547.92万 | 新建仓 |
| ILCG | ISHARES TR | $498.04万 | 1.80% | 52,162 | 4,383 | 9.2% | $41.85万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $445.90万 | 1.61% | 94,973 | 2,030 | 2.2% | $9.53万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $437.24万 | 1.58% | 63,571 | 4,311 | 7.3% | $29.65万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $437.01万 | 1.58% | 56,622 | 2,463 | 4.5% | $19.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $435.55万 | 1.58% | 7,289 | 298 | 4.3% | $17.81万 | 加仓 |
| IWP | ISHARES TR | $418.94万 | 1.52% | 32,699 | 2,937 | 9.9% | $37.63万 | 加仓 |
| AGG | ISHARES TR | $284.15万 | 1.03% | 28,624 | -19,269 | -40.2% | -$191.28万 | 减仓 |
| AMZN | AMAZON COM INC | $224.70万 | 0.81% | 10,789 | 29 | 0.3% | $6,040 | 加仓 |
| IWY | ISHARES TR | $199.63万 | 0.72% | 8,022 | -151 | -1.8% | -$3.76万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $192.43万 | 0.70% | 40,190 | -4,802 | -10.7% | -$22.99万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $188.64万 | 0.68% | 44,679 | -4,750 | -9.6% | -$20.05万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $157.77万 | 0.57% | 40,496 | -5,988 | -12.9% | -$23.33万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $154.42万 | 0.56% | 29,258 | -1,250 | -4.1% | -$6.60万 | 减仓 |
| IEMG | ISHARES INC | $151.57万 | 0.55% | 21,730 | -2,329 | -9.7% | -$16.25万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $145.74万 | 0.53% | 43,043 | -1,804 | -4.0% | -$6.11万 | 减仓 |
| TJX | TJX COS INC NEW | $140.52万 | 0.51% | 8,799 | 13 | 0.1% | $2,076 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $140.43万 | 0.51% | 38,201 | -5,158 | -11.9% | -$18.96万 | 减仓 |
| QUAL | ISHARES TR | $137.24万 | 0.50% | 7,155 | 17 | 0.2% | $3,261 | 加仓 |
| IVW | ISHARES TR | $131.21万 | 0.47% | 11,600 | 2,347 | 25.4% | $26.55万 | 加仓 |
| IWX | ISHARES TR | $129.59万 | 0.47% | 13,984 | -459 | -3.2% | -$4.25万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $127.00万 | 0.46% | 21,828 | 3,758 | 20.8% | $21.86万 | 加仓 |
| EFV | ISHARES TR | $125.61万 | 0.45% | 16,895 | -3,192 | -15.9% | -$23.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $121.97万 | 0.44% | 51,573 | -2,522 | -4.7% | -$5.96万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $121.70万 | 0.44% | 36,145 | -1,889 | -5.0% | -$6.36万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $120.66万 | 0.44% | 12,324 | -145 | -1.2% | -$1.42万 | 减仓 |
| EFG | ISHARES TR | $106.16万 | 0.38% | 9,532 | -1,548 | -14.0% | -$17.24万 | 减仓 |
| IVE | ISHARES TR | $101.25万 | 0.37% | 4,795 | 1,077 | 29.0% | $22.74万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $91.14万 | 0.33% | 28,346 | 28,346 | — | $91.14万 | 新建仓 |
| AVGO | BROADCOM INC | $86.07万 | 0.31% | 2,781 | 2,781 | — | $86.07万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $60.79万 | 0.22% | 17,154 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $59.24万 | 0.21% | 2,334 | 74 | 3.3% | $1.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $58.67万 | 0.21% | 1,585 | 134 | 9.2% | $4.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.13万 | 0.21% | 1,213 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.83万 | 0.19% | 828 | 228 | 38.0% | $14.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $53.39万 | 0.19% | 16,205 | 3,142 | 24.1% | $10.35万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $51.92万 | 0.19% | 14,335 | 2,862 | 24.9% | $10.37万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $48.62万 | 0.18% | 1,167 | 3 | 0.3% | $1,250 | 加仓 |
| MTUM | ISHARES TR | $45.40万 | 0.16% | 1,892 | 445 | 30.8% | $10.68万 | 加仓 |
| IDEV | ISHARES TR | $44.83万 | 0.16% | 5,365 | -387 | -6.7% | -$3.23万 | 减仓 |
| AGEM | ABRDN FDS | $39.06万 | 0.14% | 9,630 | -98 | -1.0% | -$3,975 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $38.74万 | 0.14% | 3,448 | 1 | 0.0% | $112 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $36.75万 | 0.13% | 3,669 | -63 | -1.7% | -$6,310 | 减仓 |
| SHLD | GLOBAL X FDS | $34.70万 | 0.13% | 4,898 | 941 | 23.8% | $6.67万 | 加仓 |
| IWR | ISHARES TR | $32.10万 | 0.12% | 3,302 | 1,105 | 50.3% | $10.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $31.21万 | 0.11% | 973 | 973 | — | $31.21万 | 新建仓 |
| OEF | ISHARES TR | $30.62万 | 0.11% | 963 | -1,236 | -56.2% | -$39.30万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.86万 | 0.11% | 12,065 | 1,105 | 10.1% | $2.73万 | 加仓 |
| IVV | ISHARES TR | $28.09万 | 0.10% | 430 | -17 | -3.8% | -$1.11万 | 减仓 |
| SCEP | STERLING CAP FDS | $23.33万 | 0.08% | 9,900 | 9,900 | — | $23.33万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $23.04万 | 0.08% | 5,612 | 5,612 | — | $23.04万 | 新建仓 |
| — | CAPITOL SER TR | $20.64万 | 0.07% | 8,229 | 44 | 0.5% | $1,104 | 加仓 |
| USMV | ISHARES TR | $20.20万 | 0.07% | 2,178 | -734 | -25.2% | -$6.81万 | 减仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -25,605 | -100.0% | -$274.25万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -458 | -100.0% | -$20.60万 | 清仓 |