ARCADIA INVESTMENT ADVISORS LLC
EAGLE ID · SEC CIK 0002047860
$2.37亿2026Q2 申报市值
79持仓数
55.0%前十大占比 · 第一大 9.6%
2 / 4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
SMMD 新建仓+$82.98万
IJR 加仓+$72.17万
IBDT 加仓+$67.39万
IBDV 加仓+$67.34万
IBDU 加仓+$60.20万
2026Q2 卖出最多 按季末市值估算
VB 减仓-$72.96万
VO 减仓-$68.27万
VV 减仓-$41.85万
FNDF 减仓-$17.61万
EFA 减仓-$17.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $2,277.58万 | 9.61% | 66,226 | -1,217 | -1.8% | -$41.85万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,469.21万 | 6.20% | 499,222 | -5,199 | -1.0% | -$15.30万 | 减仓 |
| IWL | ISHARES TR | $1,363.08万 | 5.75% | 73,700 | 993 | 1.4% | $18.37万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,309.40万 | 5.52% | 145,554 | 3,293 | 2.3% | $29.62万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,272.03万 | 5.36% | 409,014 | 14,617 | 3.7% | $45.46万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,250.04万 | 5.27% | 307,362 | -3,656 | -1.2% | -$14.87万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,128.92万 | 4.76% | 213,972 | -3,337 | -1.5% | -$17.61万 | 减仓 |
| EFA | ISHARES TR | $998.05万 | 4.21% | 96,077 | -1,654 | -1.7% | -$17.18万 | 减仓 |
| IBDR | ISHARES TR | $992.17万 | 4.18% | 409,478 | 14,159 | 3.6% | $34.31万 | 加仓 |
| IWB | ISHARES TR | $986.12万 | 4.16% | 24,081 | -195 | -0.8% | -$7.99万 | 减仓 |
| IBDS | ISHARES TR | $953.07万 | 4.02% | 393,504 | 18,047 | 4.8% | $43.71万 | 加仓 |
| IBDT | ISHARES TR | $934.73万 | 3.94% | 370,192 | 26,688 | 7.8% | $67.39万 | 加仓 |
| IBDU | ISHARES TR | $805.01万 | 3.40% | 347,588 | 25,992 | 8.1% | $60.20万 | 加仓 |
| VB | VANGUARD INDEX FDS | $777.05万 | 3.28% | 25,635 | -2,407 | -8.6% | -$72.96万 | 减仓 |
| IBDV | ISHARES TR | $759.79万 | 3.20% | 348,528 | 30,890 | 9.7% | $67.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $742.53万 | 3.13% | 92,159 | -8,473 | -8.4% | -$68.27万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $678.31万 | 2.86% | 234,223 | -2,364 | -1.0% | -$6.85万 | 减仓 |
| IWM | ISHARES TR | $648.86万 | 2.74% | 21,596 | -10 | -0.0% | -$3,005 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $509.79万 | 2.15% | 150,647 | -1,674 | -1.1% | -$5.66万 | 减仓 |
| IVE | ISHARES TR | $474.87万 | 2.00% | 20,914 | -243 | -1.1% | -$5.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $445.48万 | 1.88% | 51,716 | -232 | -0.4% | -$2.00万 | 减仓 |
| IVV | ISHARES TR | $379.69万 | 1.60% | 5,070 | -77 | -1.5% | -$5.77万 | 减仓 |
| IJR | ISHARES TR | $265.45万 | 1.12% | 17,898 | 4,866 | 37.3% | $72.17万 | 加仓 |
| IOO | ISHARES TR | $259.68万 | 1.10% | 19,010 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $255.76万 | 1.08% | 92,332 | -1,642 | -1.7% | -$4.55万 | 减仓 |
| IJH | ISHARES TR | $244.87万 | 1.03% | 31,756 | -785 | -2.4% | -$6.05万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $201.96万 | 0.85% | 55,897 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.69万 | 0.68% | 22,693 | -346 | -1.5% | -$2.47万 | 减仓 |
| IVW | ISHARES TR | $159.53万 | 0.67% | 11,600 | -371 | -3.1% | -$5.10万 | 减仓 |
| OEF | ISHARES TR | $113.93万 | 0.48% | 3,114 | -8 | -0.3% | -$2,927 | 减仓 |
| MGV | VANGUARD WORLD FD | $113.71万 | 0.48% | 6,957 | -217 | -3.0% | -$3.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $101.58万 | 0.43% | 1,479 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $89.94万 | 0.38% | 4,867 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $82.98万 | 0.35% | 9,056 | 9,056 | — | $82.98万 | 新建仓 |
| IWF | ISHARES TR | $45.35万 | 0.19% | 3,652 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.37万 | 0.17% | 2,572 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $29.50万 | 0.12% | 5,068 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $26.32万 | 0.11% | 2,240 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $21.20万 | 0.09% | 3,917 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $21.02万 | 0.09% | 1,538 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $20.63万 | 0.09% | 564 | -90 | -13.8% | -$3.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $20.61万 | 0.09% | 1,030 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $19.71万 | 0.08% | 811 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $18.66万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $18.41万 | 0.08% | 5,289 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $16.78万 | 0.07% | 1,094 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $16.51万 | 0.07% | 419 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $16.20万 | 0.07% | 3,215 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $16.18万 | 0.07% | 1,105 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $15.77万 | 0.07% | 2,776 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $15.14万 | 0.06% | 981 | 3 | 0.3% | $463 | 加仓 |
| XJH | ISHARES TR | $14.85万 | 0.06% | 2,848 | 9 | 0.3% | $469 | 加仓 |
| VTV | VANGUARD INDEX FDS | $14.34万 | 0.06% | 658 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $13.85万 | 0.06% | 3,344 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $11.71万 | 0.05% | 483 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $11.45万 | 0.05% | 1,038 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $8.43万 | 0.04% | 643 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.28万 | 0.03% | 111 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $8.02万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.71万 | 0.03% | 1,738 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $4.30万 | 0.02% | 44 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.22万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.14万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $2.73万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.32万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1.90万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.76万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $1.47万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $1.10万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $9,678 | 0.00% | 40 | -46 | -53.5% | -$1.11万 | 减仓 |
| M | MACYS INC | $9,420 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $8,594 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $6,636 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $6,044 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3,229 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2,211 | 0.00% | 10 | 10 | — | $2,211 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $2,174 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $443 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $42 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PAC FINL CORP | $7 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -100 | -100.0% | -$4,843 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -20 | -100.0% | -$4,521 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$53 | 清仓 |