Arcadia Wealth Management, Inc.
SMITHTOWN NY · SEC CIK 0002059339
$2.10亿2026Q2 申报市值
58持仓数
72.8%前十大占比 · 第一大 22.5%
4 / 3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
AVUS 加仓+$120.37万
DFSD 加仓+$40.00万
DFAI 加仓+$38.21万
IVV 加仓+$31.23万
SOXX 新建仓+$29.80万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$68.30万
NBIS 重新持有-$41.43万
XBI 减仓-$36.83万
DIMENSIONAL ETF 减仓-$25.75万
PLTR 清仓-$20.44万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $4,721.89万 | 22.53% | 368,667 | 9,398 | 2.6% | $120.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,202.93万 | 20.06% | 947,460 | -5,805 | -0.6% | -$25.75万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,669.99万 | 7.97% | 404,847 | 9,264 | 2.3% | $38.21万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,046.51万 | 4.99% | 83,881 | 1,253 | 1.5% | $15.63万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $814.90万 | 3.89% | 170,659 | 8,376 | 5.2% | $40.00万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $677.76万 | 3.23% | 166,772 | 2,335 | 1.4% | $9.49万 | 加仓 |
| IVV | ISHARES TR | $572.61万 | 2.73% | 7,646 | 417 | 5.8% | $31.23万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $568.28万 | 2.71% | 134,631 | 3,238 | 2.5% | $13.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $507.26万 | 2.42% | 193,909 | 9,424 | 5.1% | $24.65万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $475.21万 | 2.27% | 53,275 | 582 | 1.1% | $5.19万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $409.73万 | 1.96% | 98,946 | 5,016 | 5.3% | $20.77万 | 加仓 |
| XBI | SPDR SERIES TRUST | $399.35万 | 1.91% | 25,235 | -2,327 | -8.4% | -$36.83万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $398.42万 | 1.90% | 41,291 | -869 | -2.1% | -$8.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $355.65万 | 1.70% | 85,227 | 3,222 | 3.9% | $13.45万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $338.94万 | 1.62% | 32,891 | 437 | 1.3% | $4.50万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $315.01万 | 1.50% | 73,020 | 1,658 | 2.3% | $7.15万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $304.26万 | 1.45% | 65,336 | 4,526 | 7.4% | $21.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $299.60万 | 1.43% | 8,096 | 101 | 1.3% | $3.74万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $290.81万 | 1.39% | 61,378 | -2,410 | -3.8% | -$11.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $263.23万 | 1.26% | 3,575 | -62 | -1.7% | -$4.57万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $248.83万 | 1.19% | 13,061 | -80 | -0.6% | -$1.52万 | 减仓 |
| IBB | ISHARES TR | $245.61万 | 1.17% | 12,914 | -875 | -6.3% | -$16.64万 | 减仓 |
| AAPL | APPLE INC | $213.86万 | 1.02% | 7,391 | 88 | 1.2% | $2.55万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $163.56万 | 0.78% | 32,856 | -250 | -0.8% | -$1.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $156.22万 | 0.75% | 2,092 | -60 | -2.8% | -$4.48万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $106.69万 | 0.51% | 24,946 | 0 | 0.0% | — | 不变 |
| — | TREACE MED CONCEPTS INC | $83.57万 | 0.40% | 209,972 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $77.77万 | 0.37% | 1,849 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $69.10万 | 0.33% | 1,740 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $67.15万 | 0.32% | 4,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $58.92万 | 0.28% | 1,580 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $57.06万 | 0.27% | 1,013 | 35 | 3.6% | $1.97万 | 加仓 |
| AMZN | AMAZON COM INC | $53.56万 | 0.26% | 2,247 | 148 | 7.1% | $3.53万 | 加仓 |
| PFE | PFIZER INC | $53.08万 | 0.25% | 22,043 | -1,000 | -4.3% | -$2.41万 | 减仓 |
| HD | HOME DEPOT INC | $50.49万 | 0.24% | 1,432 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.90万 | 0.23% | 6,723 | 172 | 2.6% | $1.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.02万 | 0.21% | 1,921 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $38.37万 | 0.18% | 2,198 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $38.01万 | 0.18% | 5,178 | 135 | 2.7% | $9,910 | 加仓 |
| — | AUDIOEYE INC | $36.81万 | 0.18% | 63,351 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $32.99万 | 0.16% | 2,008 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.98万 | 0.14% | 3,480 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $29.80万 | 0.14% | 465 | 465 | — | $29.80万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $29.47万 | 0.14% | 3,597 | -1,229 | -25.5% | -$10.07万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $28.71万 | 0.14% | 3,743 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $28.55万 | 0.14% | 4,166 | -1,659 | -28.5% | -$11.37万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $27.62万 | 0.13% | 1,000 | -1,500 | -60.0% | -$41.43万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $25.84万 | 0.12% | 1,291 | 97 | 8.1% | $1.94万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.34万 | 0.12% | 1,117 | 9 | 0.8% | $1,961 | 加仓 |
| GEV | GE VERNOVA INC | $24.08万 | 0.11% | 205 | 205 | — | $24.08万 | 新建仓 |
| ESGU | ISHARES TR | $23.59万 | 0.11% | 1,441 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.27万 | 0.11% | 238 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $21.15万 | 0.10% | 560 | 560 | — | $21.15万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.97万 | 0.10% | 361 | 361 | — | $20.97万 | 新建仓 |
| V | VISA INC | $20.76万 | 0.10% | 605 | 0 | 0.0% | — | 重新持有 |
| — | 1STDIBS COM INC | $15.63万 | 0.07% | 31,897 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.87万 | 0.02% | 11,700 | 0 | 0.0% | — | 不变 |
| — | SOLUNA HOLDINGS INC | $3.28万 | 0.02% | 24,300 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,026 | -100.0% | -$68.30万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,397 | -100.0% | -$20.44万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,584 | -100.0% | -$20.26万 | 清仓 |