Arcadia Wealth Management, LLC 13F 持仓 · 2026年Q2
Arcadia Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 3.19 亿美元。前几大持仓：VUG（12.79%）、VEA（12.42%）、VTV（9.30%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $40.7M | 12.79% | 472,892 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $39.6M | 12.42% | 555,333 | 减持 |
| 3 | VTV | VANGUARD INDEX FDS | $29.6M | 9.30% | 135,960 | 增持 |
| 4 | SPYM | SPDR SERIES TRUST | $19.2M | 6.02% | 218,104 | 增持 |
| 5 | GOVT | ISHARES TR | $16.6M | 5.22% | 729,380 | 增持 |
| 6 | ACWX | ISHARES TR | $16.3M | 5.12% | 214,141 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $14.4M | 4.51% | 240,645 | 减持 |
| 8 | IWF | ISHARES TR | $13.2M | 4.13% | 106,025 | 增持 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $10.3M | 3.23% | 212,262 | 增持 |
| 10 | IWD | ISHARES TR | $9.9M | 3.11% | 40,910 | 增持 |
| 11 | BSV | VANGUARD BD INDEX FDS | $9.7M | 3.04% | 124,115 | 增持 |
| 12 | VB | VANGUARD INDEX FDS | $8.9M | 2.80% | 29,411 | 增持 |
| 13 | ILCG | ISHARES TR | $7.2M | 2.25% | 61,199 | 增持 |
| 14 | IWS | ISHARES TR | $7.0M | 2.21% | 42,775 | 增持 |
| 15 | SCNM | STERLING CAP FDS | $5.5M | 1.72% | 217,601 | 减持 |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $4.8M | 1.50% | 102,116 | 增持 |
| 17 | BLV | VANGUARD BD INDEX FDS | $4.7M | 1.47% | 68,048 | 增持 |
| 18 | BIV | VANGUARD BD INDEX FDS | $4.6M | 1.46% | 60,527 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $4.4M | 1.37% | 6,360 | 减持 |
| 20 | AGG | ISHARES TR | $3.0M | 0.93% | 29,921 | 增持 |
| 21 | CORO | BLACKROCK ETF TRUST | $2.7M | 0.86% | 74,901 | 增持 |
| 22 | IVW | ISHARES TR | $2.7M | 0.84% | 19,508 | 增持 |
| 23 | DYNF | BLACKROCK ETF TRUST | $2.6M | 0.82% | 38,486 | 增持 |
| 24 | AMZN | AMAZON COM INC | $2.4M | 0.76% | 10,217 | 减持 |
| 25 | IWY | ISHARES TR | $2.2M | 0.70% | 7,693 | 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