13F 机构持仓

ARCADIA INVESTMENT ADVISORS LLC

EAGLE ID · SEC CIK 0002047860

2026Q22026Q1 更早 9 个季度 🔒
$2.12亿2026Q1 申报市值
80持仓数
55.2%前十大占比 · 第一大 9.5%
1 / 3新建仓 / 清仓
申报市值走势$2.37亿2026Q2
26Q126Q2

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

VV 9.5%
SCHX 6.1%
IWL 5.5%
CWI 5.4%
AVLC 5.2%
FNDX 5.2%
FNDF 5.0%
IBDR 4.5%
EFA 4.5%
IBDS 4.3%

2026Q1 买入最多 按季末市值估算

FNDX 加仓+$162.53万
IBDS 加仓+$53.66万
IBDV 加仓+$52.44万
IBDT 加仓+$50.93万
IBDR 加仓+$47.86万

2026Q1 卖出最多 按季末市值估算

MGV 减仓-$177.98万
FNDF 减仓-$62.30万
SCHB 减仓-$38.68万
CWI 减仓-$38.26万
VV 减仓-$38.04万

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
TPL TEXAS PACIFIC LAND CORPORATI $00.00%0 -35-100.0% -$1.01万 清仓
HPQ HP INC $00.00%0 -217-100.0% -$4,835 清仓
CPF CENTRAL PAC FINL CORP $60.00%0 0— -$6 清仓
ALLO ALLOGENE THERAPEUTICS INC $490.00%20 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $530.00%1 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $3810.00%5 00.0% — 不变
VOE VANGUARD INDEX FDS $2,0280.00%11 00.0% — 不变
KMI KINDER MORGAN INC DEL $3,3870.00%101 00.0% — 不变
— HONEYWELL INTL INC $4,5210.00%20 20— $4,521 新建仓
URA GLOBAL X FDS $4,8430.00%100 00.0% — 不变
AVGO BROADCOM INC $4,9530.00%16 00.0% — 不变
ABM ABM INDS INC $5,7780.00%150 00.0% — 不变
M MACYS INC $7,2360.00%400 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $8,6410.00%356 00.0% — 不变
ACWX ISHARES TR $9,9290.00%145 00.0% — 不变
BROS DUTCH BROS INC $1.03万0.00%204 00.0% — 不变
GEV GE VERNOVA INC $1.31万0.01%15 00.0% — 不变
GE GE AEROSPACE $1.76万0.01%62 00.0% — 不变
IEFA ISHARES TR $1.78万0.01%197 00.0% — 不变
AME AMETEK INC $1.84万0.01%86 46115.0% $9,861 加仓
TSLA TESLA INC $2.85万0.01%77 00.0% — 不变
— EXXON MOBIL CORP $3.39万0.02%200 00.0% — 不变
MCD MCDONALDS CORP $3.61万0.02%116 00.0% — 不变
PH PARKER-HANNIFIN CORP $3.94万0.02%44 00.0% — 不变
— DIMENSIONAL ETF TRUST $6.75万0.03%1,738 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $7.21万0.03%245 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $7.21万0.03%111 00.0% — 不变
— WISDOMTREE TR $7.44万0.04%643 00.0% — 不变
IWR ISHARES TR $10.09万0.05%1,038 00.0% — 不变
IWD ISHARES TR $10.32万0.05%483 00.0% — 不变
XJH ISHARES TR $12.88万0.06%2,839 00.0% — 不变
VTV VANGUARD INDEX FDS $12.91万0.06%658 00.0% — 不变
SUSA ISHARES TR $12.92万0.06%978 00.0% — 不变
IWO ISHARES TR $13.15万0.06%419 00.0% — 不变
VIOG VANGUARD ADMIRAL FDS INC $13.62万0.06%1,094 00.0% — 不变
XVV ISHARES TR $13.66万0.06%2,776 20.1% $98 加仓
IWP ISHARES TR $14.16万0.07%1,105 00.0% — 不变
IDV ISHARES TR $14.23万0.07%3,344 00.0% — 不变
SPDW SPDR INDEX SHS FDS $14.68万0.07%3,215 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $16.13万0.08%5,289 00.0% — 不变
EFG ISHARES TR $16.71万0.08%1,500 00.0% — 不变
VBR VANGUARD INDEX FDS $17.62万0.08%811 00.0% — 不变
NVDA NVIDIA CORPORATION $17.96万0.08%1,030 00.0% — 不变
IJS ISHARES TR $18.22万0.09%1,538 00.0% — 不变
EFAX SPDR INDEX SHS FDS $19.49万0.09%3,917 381.0% $1,891 加仓
VBK VANGUARD INDEX FDS $19.77万0.09%654 -93-12.4% -$2.81万 减仓
IJK ISHARES TR $22.54万0.11%2,240 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $29.67万0.14%5,068 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $35.58万0.17%2,572 00.0% — 不变
IWF ISHARES TR $38.93万0.18%913 00.0% — 不变
DGT SPDR SERIES TRUST $82.52万0.39%4,867 00.0% — 不变
VOO VANGUARD INDEX FDS $88.38万0.42%1,479 00.0% — 不变
OEF ISHARES TR $99.30万0.47%3,122 -100-3.1% -$3.18万 减仓
MGV VANGUARD WORLD FD $103.99万0.49%7,174 -12,279-63.1% -$177.98万 减仓
IVW ISHARES TR $135.40万0.64%11,971 -57-0.5% -$6,447 减仓
VEA VANGUARD TAX-MANAGED FDS $147.63万0.70%23,039 -200-0.9% -$1.28万 减仓
IJR ISHARES TR $162.00万0.76%13,032 -153-1.2% -$1.90万 减仓
SCHA SCHWAB STRATEGIC TR $162.55万0.77%55,897 -1,846-3.2% -$5.37万 减仓
IJH ISHARES TR $219.75万1.04%32,541 -679-2.0% -$4.59万 减仓
IOO ISHARES TR $229.96万1.09%19,010 -577-2.9% -$6.98万 减仓
SCHF SCHWAB STRATEGIC TR $232.59万1.10%93,974 -1,882-2.0% -$4.66万 减仓
IVV ISHARES TR $336.21万1.59%5,147 -6-0.1% -$3,919 减仓
VUG VANGUARD INDEX FDS $378.17万1.79%8,658 -37-0.4% -$1.62万 减仓
SCHG SCHWAB STRATEGIC TR $443.71万2.09%152,321 -1,246-0.8% -$3.63万 减仓
IVE ISHARES TR $446.73万2.11%21,157 -199-0.9% -$4.20万 减仓
IWM ISHARES TR $535.83万2.53%21,606 -636-2.9% -$15.77万 减仓
SCHB SCHWAB STRATEGIC TR $593.83万2.80%236,587 -15,411-6.1% -$38.68万 减仓
IBDV ISHARES TR $695.31万3.28%317,638 23,9568.2% $52.44万 加仓
VO VANGUARD INDEX FDS $722.49万3.41%25,158 -11-0.0% -$3,159 减仓
VB VANGUARD INDEX FDS $734.48万3.47%28,042 7722.8% $20.22万 加仓
IBDU ISHARES TR $748.03万3.53%321,596 20,4476.8% $47.56万 加仓
IWB ISHARES TR $865.59万4.09%24,276 -202-0.8% -$7.20万 减仓
IBDT ISHARES TR $870.10万4.11%343,504 20,1076.2% $50.93万 加仓
IBDS ISHARES TR $910.11万4.30%375,457 22,1396.3% $53.66万 加仓
EFA ISHARES TR $949.26万4.48%97,731 3620.4% $3.52万 加仓
IBDR ISHARES TR $958.25万4.52%395,319 19,7465.3% $47.86万 加仓
FNDF SCHWAB STRATEGIC TR $1,063.29万5.02%217,309 -12,733-5.5% -$62.30万 减仓
FNDX SCHWAB STRATEGIC TR $1,098.40万5.19%394,397 58,35817.4% $162.53万 加仓
AVLC AMERICAN CENTY ETF TR $1,103.23万5.21%142,261 1,1500.8% $8.92万 加仓
CWI SPDR INDEX SHS FDS $1,138.02万5.37%311,018 -10,456-3.3% -$38.26万 减仓
IWL ISHARES TR $1,166.79万5.51%72,707 2720.4% $4.37万 加仓
SCHX SCHWAB STRATEGIC TR $1,293.34万6.11%504,421 -7,891-1.5% -$20.23万 减仓
VV VANGUARD INDEX FDS $2,015.53万9.52%67,443 -1,273-1.9% -$38.04万 减仓