Arcadia Wealth Management, Inc.
SMITHTOWN NY · SEC CIK 0002059339
$1.85亿2026Q1 申报市值
55持仓数
72.6%前十大占比 · 第一大 21.6%
4 / 5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
AVUS 加仓+$265.61万
DFSD 加仓+$114.13万
AAPL 加仓+$92.73万
IVV 加仓+$70.55万
DFCF 加仓+$65.98万
2026Q1 卖出最多 按季末市值估算
VGT 清仓-$35.73万
XBI 减仓-$24.40万
JOBY 清仓-$19.80万
IBB 减仓-$16.04万
UTI 减仓-$14.44万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $3,994.35万 | 21.62% | 359,269 | 23,890 | 7.1% | $265.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,704.39万 | 20.05% | 953,265 | 12,280 | 1.3% | $47.72万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,541.19万 | 8.34% | 395,583 | 16,683 | 4.4% | $65.00万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $912.80万 | 4.94% | 82,628 | 1,420 | 1.7% | $15.69万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $777.01万 | 4.20% | 162,283 | 23,836 | 17.2% | $114.13万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $568.13万 | 3.07% | 164,437 | 5,091 | 3.2% | $17.59万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $554.74万 | 3.00% | 131,393 | 15,628 | 13.5% | $65.98万 | 加仓 |
| IVV | ISHARES TR | $472.21万 | 2.56% | 7,229 | 1,080 | 17.6% | $70.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $447.04万 | 2.42% | 52,693 | 3,564 | 7.3% | $30.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $436.31万 | 2.36% | 184,485 | 6,876 | 3.9% | $16.26万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $390.19万 | 2.11% | 93,930 | 11,882 | 14.5% | $49.36万 | 加仓 |
| XBI | SPDR SERIES TRUST | $352.05万 | 1.91% | 27,562 | -1,910 | -6.5% | -$24.40万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $339.73万 | 1.84% | 42,160 | 1,443 | 3.5% | $11.63万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $324.08万 | 1.75% | 32,454 | 1,745 | 5.7% | $17.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $301.45万 | 1.63% | 82,005 | 2,382 | 3.0% | $8.76万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $284.59万 | 1.54% | 60,810 | 11,168 | 22.5% | $52.27万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $281.38万 | 1.52% | 71,362 | 3,957 | 5.9% | $15.60万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $280.80万 | 1.52% | 63,788 | 3,706 | 6.2% | $16.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $256.50万 | 1.39% | 7,995 | 1,103 | 16.0% | $35.39万 | 加仓 |
| IBB | ISHARES TR | $232.83万 | 1.26% | 13,789 | -950 | -6.4% | -$16.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $209.90万 | 1.14% | 3,637 | -5 | -0.1% | -$2,886 | 减仓 |
| AAPL | APPLE INC | $185.34万 | 1.00% | 7,303 | 3,654 | 100.1% | $92.73万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $174.64万 | 0.95% | 13,141 | -714 | -5.2% | -$9.49万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $164.90万 | 0.89% | 33,106 | -1,400 | -4.1% | -$6.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.95万 | 0.76% | 2,152 | 96 | 4.7% | $6.24万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $90.06万 | 0.49% | 24,946 | -4,000 | -13.8% | -$14.44万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $69.44万 | 0.38% | 4,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $68.74万 | 0.37% | 1,849 | 274 | 17.4% | $10.19万 | 重新持有 |
| — | EXXON MOBIL CORP | $68.30万 | 0.37% | 4,026 | 1 | 0.0% | $170 | 加仓 |
| PFE | PFIZER INC | $64.70万 | 0.35% | 23,043 | -107 | -0.5% | -$3,005 | 减仓 |
| MSFT | MICROSOFT CORP | $58.47万 | 0.32% | 1,580 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $55.95万 | 0.30% | 978 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $55.35万 | 0.30% | 1,740 | 1,740 | — | $55.35万 | 新建仓 |
| HD | HOME DEPOT INC | $47.08万 | 0.25% | 1,432 | 1,432 | — | $47.08万 | 新建仓 |
| AMZN | AMAZON COM INC | $43.72万 | 0.24% | 2,099 | 233 | 12.5% | $4.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.98万 | 0.23% | 6,551 | 0 | 0.0% | — | 不变 |
| — | AUDIOEYE INC | $40.35万 | 0.22% | 63,351 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $39.81万 | 0.22% | 5,825 | -100 | -1.7% | -$6,835 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.03万 | 0.21% | 1,921 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $37.14万 | 0.20% | 5,043 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $36.03万 | 0.19% | 2,198 | 2,198 | — | $36.03万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $34.22万 | 0.19% | 4,826 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $28.89万 | 0.16% | 3,743 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $28.60万 | 0.15% | 2,008 | -32 | -1.6% | -$4,558 | 减仓 |
| — | TREACE MED CONCEPTS INC | $28.14万 | 0.15% | 209,972 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.33万 | 0.14% | 580 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.73万 | 0.13% | 238 | 238 | — | $23.73万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.74万 | 0.12% | 1,108 | -50 | -4.3% | -$9,810 | 减仓 |
| NVDA | NVIDIA CORPORATION | $20.83万 | 0.11% | 1,194 | 50 | 4.4% | $8,723 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.44万 | 0.11% | 1,397 | 300 | 27.3% | $4.39万 | 重新持有 |
| ESGU | ISHARES TR | $20.38万 | 0.11% | 1,441 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $20.26万 | 0.11% | 2,584 | 0 | 0.0% | — | 不变 |
| — | 1STDIBS COM INC | $17.54万 | 0.09% | 31,897 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.11万 | 0.02% | 11,700 | 0 | 0.0% | — | 不变 |
| — | SOLUNA HOLDINGS INC | $1.72万 | 0.01% | 24,300 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -474 | -100.0% | -$35.73万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$19.80万 | 清仓 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$10.25万 | 清仓 |
| — | MARCHEX INC | $0 | 0.00% | 0 | -29,050 | -100.0% | -$4.82万 | 清仓 |
| — | CURIOSITYSTREAM INC | $0 | 0.00% | 0 | -10,797 | -100.0% | -$4.10万 | 清仓 |