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Capstone Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capstone Financial Advisors, Inc.
报告期 2026-03-31 · CIK 0001599217
持仓数
187
前50大市值合计
$1.79B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 111 项
建仓 7
增持 58
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$14.0M
824,560
+2%
增持
MCD
MCDONALDS CORP
+$9.6M
219,661
+12%
减持
IWB
ISHARES TR
+$9.0M
749,176
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.2M
5,271,383
+1%
增持
VXUS
VANGUARD STAR FDS
+$5.9M
1,347,592
+2%
减持
AAPL
APPLE INC
+$5.6M
166,529
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.7M
2,719,475
+1%
增持
IXUS
ISHARES TR
+$4.3M
1,025,164
+0%
增持
BND
VANGUARD BD INDEX FDS
+$4.1M
1,210,287
+2%
增持
IWF
ISHARES TR
+$3.2M
106,932
+0%
增持
NFRA
FLEXSHARES TR
+$2.7M
1,696,977
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.3M
733,989
+4%
减持
TLTD
FLEXSHARES TR
+$2.0M
494,717
-0%
减持
TILT
FLEXSHARES TR
+$1.3M
176,159
-1%
增持
ITOT
ISHARES TR
+$1.2M
205,373
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$942.0K
110,400
-13%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$719.7K
37,326
+33%
增持
AMZN
AMAZON COM INC
+$695.4K
31,819
+3%
增持
NVDA
NVIDIA CORPORATION
+$612.2K
4,491
+3%
增持
TSLA
TESLA INC
+$556.1K
5,048
+27%
减持
MSFT
MICROSOFT CORP
+$550.2K
13,479
-3%
减持
CME
CME GROUP INC
+$492.5K
22,501
-1%
减持
IAGG
ISHARES TR
-$455.5K
298,925
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$437.5K
16,888
+2%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$417.8K
1,256
增持
CI
THE CIGNA GROUP
-$343.7K
4,547
+0%
清仓
GOOG
ALPHABET INC
-$339.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$338.3K
17,913
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$315.0K
54,843
-5%
清仓
—
MYOVANT SCIENCES LTD
-$310.0K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$256.5K
21,473
-0%
减持
JNJ
JOHNSON & JOHNSON
-$249.5K
8,401
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$243.0K
7,032
+2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$240.2K
39,426
+13%
减持
AGG
ISHARES TR
+$238.9K
196,690
-1%
建仓
ARW
ARROW ELECTRS INC
+$233.1K
1,867
减持
VTEB
VANGUARD MUN BD FDS
-$232.1K
76,786
-8%
增持
META
META PLATFORMS INC
+$231.1K
2,297
+8%
建仓
VGT
VANGUARD WORLD FDS
+$224.9K
584
建仓
V
VISA INC
+$212.0K
940
减持
REET
ISHARES TR
+$208.9K
1,379,434
-0%
建仓
GLD
SPDR GOLD TR
+$204.7K
1,117
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$203.8K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$202.9K
0
-100%
增持
LW
LAMB WESTON HLDGS INC
+$189.5K
12,301
+0%
减持
PFE
PFIZER INC
-$169.2K
10,426
-10%
增持
JPM
JPMORGAN CHASE & CO
-$169.0K
54,422
+1%
减持
FITB
FIFTH THIRD BANCORP
-$156.6K
25,300
-0%
减持
COST
COSTCO WHSL CORP NEW
+$155.6K
3,961
-0%
增持
PTLO
PORTILLOS INC
+$136.0K
23,697
+4%
减持
MA
MASTERCARD INCORPORATED
-$134.4K
873
-33%
增持
IWM
ISHARES TR
+$131.9K
27,474
+0%
增持
F
FORD MTR CO DEL
+$111.0K
77,993
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$104.8K
34,388
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$102.0K
4,752
-8%
清仓
CVNA
CARVANA CO
-$94.8K
0
-100%
减持
GOOGL
ALPHABET INC
+$90.9K
7,222
-3%
建仓
TMC
TMC THE METALS COMPANY INC
+$82.9K
100,000
减持
AMGN
AMGEN INC
-$82.5K
2,107
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$81.0K
716
-9%
增持
NFLX
NETFLIX INC
+$80.1K
941
+13%
减持
T
AT&T INC
-$79.5K
14,617
-25%
增持
ALK
ALASKA AIR GROUP INC
+$78.4K
12,085
+21%
建仓
—
ASSERTIO HOLDINGS INC
+$68.6K
10,775
减持
INTC
INTEL CORP
+$60.4K
18,909
-10%
增持
CBOE
CBOE GLOBAL MKTS INC
+$60.3K
6,789
+0%
增持
BA
BOEING CO
+$59.5K
2,441
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$58.9K
5,497
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$57.6K
32,874
+0%
增持
CVX
CHEVRON CORP NEW
-$56.1K
3,753
+1%
增持
ESGV
VANGUARD WORLD FD
+$54.8K
7,268
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$53.7K
31,372
-1%
减持
ABBV
ABBVIE INC
-$47.3K
4,792
-5%
增持
DIS
DISNEY WALT CO
+$45.9K
3,220
+1%
减持
PEP
PEPSICO INC
-$41.7K
2,707
-9%
增持
TV
GRUPO TELEVISA S A B
+$41.0K
25,000
+25%
增持
BXMT
BLACKSTONE MTG TR INC
+$40.2K
18,500
+35%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$37.9K
37,074
+0%
增持
MRK
MERCK & CO INC
-$37.0K
8,169
+0%
减持
ICSH
ISHARES TR
-$37.0K
12,425
-6%
清仓
—
U S XPRESS ENTERPRISES INC
-$36.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$35.9K
8,108
-5%
增持
IWV
ISHARES TR
+$35.4K
2,278
+0%
增持
RWO
SPDR INDEX SHS FDS
+$34.6K
62,847
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$34.1K
9,422
+1%
增持
BY
BYLINE BANCORP INC
+$33.2K
14,521
+19%
减持
MUB
ISHARES TR
+$31.8K
22,750
-1%
减持
—
UNILEVER PLC
+$30.8K
24,545
-1%
增持
ABT
ABBOTT LABS
-$28.3K
3,342
+0%
减持
HD
HOME DEPOT INC
-$27.1K
1,067
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$26.1K
10,796
+3%
增持
KO
COCA COLA CO
-$25.6K
17,450
+0%
增持
IVV
ISHARES TR
+$24.9K
884
+0%
增持
VOO
VANGUARD INDEX FDS
+$21.6K
845
+0%
增持
HON
HONEYWELL INTL INC
-$20.6K
1,160
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$20.2K
10,750
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$19.7K
13,701
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$19.1K
9,048
+4%
减持
—
EXXON MOBIL CORP
-$16.6K
12,569
-1%
增持
CAT
CATERPILLAR INC
-$16.5K
2,754
+2%
增持
—
WESTPORT FUEL SYSTEMS INC
+$13.3K
31,419
+46%
减持
IDEV
ISHARES TR
+$12.5K
3,915
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$11.0K
5,305
+0%
增持
ET
ENERGY TRANSFER L P
+$9.7K
11,107
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.7K
8,757
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.6K
3,901
-1%
清仓
—
ALERISLIFE INC
-$5.5K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.2K
6,882
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$3.7K
519
+1%
增持
PG
PROCTER AND GAMBLE CO
-$2.7K
3,265
+1%
减持
MS
MORGAN STANLEY
+$1.8K
3,374
-3%
