Arcadia Investment Advisors LLC 13F 持仓 · 2026年Q2
Arcadia Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 2.37 亿美元。前几大持仓：VV（9.61%）、SCHX（6.20%）、IWL（5.75%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $22.8M | 9.61% | 66,226 | 减持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $14.7M | 6.20% | 499,222 | 减持 |
| 3 | IWL | ISHARES TR | $13.6M | 5.75% | 73,700 | 增持 |
| 4 | AVLC | AMERICAN CENTY ETF TR | $13.1M | 5.52% | 145,554 | 增持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $12.7M | 5.36% | 409,014 | 增持 |
| 6 | CWI | SPDR INDEX SHS FDS | $12.5M | 5.27% | 307,362 | 减持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $11.3M | 4.76% | 213,972 | 减持 |
| 8 | EFA | ISHARES TR | $10.0M | 4.21% | 96,077 | 减持 |
| 9 | IBDR | ISHARES TR | $9.9M | 4.18% | 409,478 | 增持 |
| 10 | IWB | ISHARES TR | $9.9M | 4.16% | 24,081 | 减持 |
| 11 | IBDS | ISHARES TR | $9.5M | 4.02% | 393,504 | 增持 |
| 12 | IBDT | ISHARES TR | $9.3M | 3.94% | 370,192 | 增持 |
| 13 | IBDU | ISHARES TR | $8.1M | 3.40% | 347,588 | 增持 |
| 14 | VB | VANGUARD INDEX FDS | $7.8M | 3.28% | 25,635 | 减持 |
| 15 | IBDV | ISHARES TR | $7.6M | 3.20% | 348,528 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $7.4M | 3.13% | 92,159 | 增持 |
| 17 | SCHB | SCHWAB STRATEGIC TR | $6.8M | 2.86% | 234,223 | 减持 |
| 18 | IWM | ISHARES TR | $6.5M | 2.74% | 21,596 | 减持 |
| 19 | SCHG | SCHWAB STRATEGIC TR | $5.1M | 2.15% | 150,647 | 减持 |
| 20 | IVE | ISHARES TR | $4.7M | 2.00% | 20,914 | 减持 |
| 21 | VUG | VANGUARD INDEX FDS | $4.5M | 1.88% | 51,716 | 增持 |
| 22 | IVV | ISHARES TR | $3.8M | 1.60% | 5,070 | 减持 |
| 23 | IJR | ISHARES TR | $2.7M | 1.12% | 17,898 | 增持 |
| 24 | IOO | ISHARES TR | $2.6M | 1.10% | 19,010 | 持平 |
| 25 | SCHF | SCHWAB STRATEGIC TR | $2.6M | 1.08% | 92,332 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR