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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 133 项
建仓 17
增持 60
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$17.7M
844,324
+2%
减持
IWB
ISHARES TR
+$11.6M
739,795
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$10.1M
5,318,743
+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。
减持
AAPL
APPLE INC
+$4.0M
162,315
-3%
减持
MCD
MCDONALDS CORP
+$3.9M
219,019
-0%
增持
IWF
ISHARES TR
+$3.3M
107,084
+0%
减持
AGG
ISHARES TR
-$2.7M
172,365
-12%
增持
VXUS
VANGUARD STAR FDS
+$2.5M
1,371,739
+2%
减持
IAGG
ISHARES TR
-$2.5M
245,692
-18%
增持
IXUS
ISHARES TR
+$2.4M
1,052,740
+3%
增持
BND
VANGUARD BD INDEX FDS
+$2.3M
1,260,287
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.2M
780,389
+6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.2M
2,786,141
+2%
增持
NFRA
FLEXSHARES TR
+$1.5M
1,712,567
+1%
减持
REET
ISHARES TR
-$1.4M
1,315,783
-5%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
49,697
-35%
减持
TILT
FLEXSHARES TR
+$1.3M
171,641
-3%
增持
JPM
JPMORGAN CHASE & CO
+$905.2K
54,985
+1%
增持
AMZN
AMAZON COM INC
+$896.8K
32,091
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$637.1K
111,636
+1%
减持
MSFT
MICROSOFT CORP
+$626.5K
13,251
-2%
增持
—
EATON CORP PLC
+$618.8K
5,658
+87%
减持
NVDA
NVIDIA CORPORATION
+$579.6K
4,319
-4%
增持
TLTD
FLEXSHARES TR
+$500.9K
498,916
+1%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$447.0K
41,491
+11%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$417.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$371.1K
1,692
+100%
建仓
TLT
ISHARES TR
+$353.6K
3,435
减持
ITOT
ISHARES TR
-$333.3K
186,664
-9%
清仓
NFLX
NETFLIX INC
-$325.1K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$290.3K
21,291
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$265.0K
53,632
-2%
建仓
CSX
CSX CORP
+$258.9K
7,593
增持
SPY
SPDR S&P 500 ETF TR
+$246.5K
7,050
+0%
建仓
LLY
LILLY ELI & CO
+$232.1K
495
建仓
CSCO
CISCO SYS INC
+$226.6K
4,379
建仓
MPC
MARATHON PETE CORP
+$221.5K
1,900
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$221.2K
2,000
建仓
XLV
SELECT SECTOR SPDR TR
+$214.7K
1,617
建仓
GOOG
ALPHABET INC
+$214.3K
1,771
建仓
DOV
DOVER CORP
+$209.4K
1,418
增持
ARW
ARROW ELECTRS INC
+$208.7K
3,085
+65%
清仓
GLD
SPDR GOLD TR
-$204.7K
0
-100%
增持
PEP
PEPSICO INC
+$203.4K
3,762
+39%
减持
GIS
GENERAL MLS INC
-$202.4K
22,818
-0%
增持
F
FORD MTR CO DEL
+$202.0K
78,304
+0%
建仓
GE
GENERAL ELECTRIC CO
+$201.8K
1,837
清仓
NEO
NEOGENOMICS INC
-$174.1K
0
-100%
减持
IWM
ISHARES TR
+$174.1K
27,102
-1%
减持
QCOM
QUALCOMM INC
-$161.9K
17,839
-0%
减持
TSLA
TESLA INC
+$157.7K
4,603
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$157.4K
3,994
+2%
减持
CME
CME GROUP INC
-$151.0K
22,443
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$140.7K
34,548
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$138.7K
16,455
-3%
增持
LW
LAMB WESTON HLDGS INC
+$137.8K
12,384
+1%
减持
COST
COSTCO WHSL CORP NEW
+$136.7K
3,909
-1%
增持
CI
THE CIGNA GROUP
+$131.3K
4,609
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$128.6K
36,997
-6%
增持
MRK
MERCK & CO INC
+$125.2K
8,617
+5%
增持
INTC
INTEL CORP
+$116.0K
21,943
+16%
减持
GOOGL
ALPHABET INC
+$105.0K
7,136
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$104.8K
11,486
+22%
减持
—
ACCENTURE PLC IRELAND
-$96.2K
7,198
-11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$96.2K
12,200
+13%
增持
JNJ
JOHNSON & JOHNSON
+$92.7K
8,428
+0%
增持
ABBV
ABBVIE INC
-$90.1K
4,999
+4%
清仓
TMC
TMC THE METALS COMPANY INC
-$82.9K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$79.4K
216
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$73.9K
10,264
+13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$73.1K
32,879
+0%
增持
QQQ
INVESCO QQQ TR
+$68.2K
1,265
+2%
增持
ABT
ABBOTT LABS
+$58.8K
3,643
+9%
减持
KO
COCA COLA CO
-$58.4K
17,006
-3%
减持
AMGN
AMGEN INC
-$57.4K
2,036
-3%
清仓
CX
CEMEX SAB DE CV
-$55.3K
0
-100%
减持
ICSH
ISHARES TR
-$53.6K
11,348
-9%
增持
CAT
CATERPILLAR INC
+$51.7K
2,772
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$51.4K
8,662
-20%
增持
ESGV
VANGUARD WORLD FD
+$50.3K
7,294
+0%
减持
MUB
ISHARES TR
-$49.2K
22,505
-1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$47.6K
37,129
+0%
增持
IWV
ISHARES TR
+$44.9K
2,284
+0%
清仓
—
CARROLS RESTAURANT GROUP INC
-$44.6K
0
-100%
建仓
—
VIMEO INC
+$41.2K
10,000
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$39.8K
5,245
-1%
增持
YUM
YUM BRANDS INC
+$39.4K
2,338
+9%
增持
T
AT&T INC
+$38.1K
20,027
+37%
建仓
—
RITE AID CORP
+$37.8K
25,000
清仓
DHF
BNY MELLON HIGH YIELD STRATE
-$36.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$36.5K
3,202
-1%
增持
VGT
VANGUARD WORLD FDS
+$34.0K
586
+0%
清仓
—
WESTPORT FUEL SYSTEMS INC
-$29.9K
0
-100%
建仓
SLQT
SELECTQUOTE INC
+$29.3K
15,000
减持
CVX
CHEVRON CORP NEW
-$28.3K
3,711
-1%
增持
—
EXXON MOBIL CORP
-$27.7K
12,593
+0%
增持
HON
HONEYWELL INTL INC
+$27.0K
1,198
+3%
增持
BY
BYLINE BANCORP INC
-$26.8K
15,871
+9%
增持
CBOE
CBOE GLOBAL MKTS INC
+$26.3K
6,794
+0%
减持
PTLO
PORTILLOS INC
+$26.0K
23,632
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.7K
9,848
+12%
建仓
—
GULF RES INC
+$25.0K
10,000
减持
ADM
ARCHER DANIELS MIDLAND CO
-$23.7K
5,482
-0%
减持
MA
MASTERCARD INCORPORATED
+$22.2K
864
-1%
增持
TV
GRUPO TELEVISA S A B
+$21.6K
30,000
+20%
增持
RWO
SPDR INDEX SHS FDS
+$20.2K
63,477
+1%
建仓
CNVS
CINEVERSE CORP
+$19.1K
10,000
建仓
—
UPHEALTH INC
+$18.8K
10,000
减持
TXN
TEXAS INSTRS INC
-$18.2K
1,355
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$17.6K
6,439
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.5K
4,764
+0%
减持
META
META PLATFORMS INC
-$13.0K
1,651
-28%
清仓
—
ATI PHYSICAL THERAPY INC
-$12.7K
0
-100%
增持
PFE
PFIZER INC
-$12.6K
11,252
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.8K
14,665
+7%
建仓
—
WHEELS UP EXPERIENCE INC
+$11.7K
10,000
增持
LUMN
LUMEN TECHNOLOGIES INC
+$11.5K
95,046
+24%
减持
PG
PROCTER AND GAMBLE CO
-$11.2K
3,126
-4%
增持
FITB
FIFTH THIRD BANCORP
-$10.7K
25,308
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.1K
725
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$10.0K
512
-1%
增持
IJR
ISHARES TR
+$9.4K
2,879
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$8.9K
31,271
-0%
增持
—
UNILEVER PLC
+$6.9K
24,584
+0%
减持
V
VISA INC
-$6.4K
866
-8%
增持
—
POLISHED COM INC
+$6.0K
30,000
+100%
减持
BA
BOEING CO
-$5.0K
2,432
-0%
增持
—
ASSERTIO HOLDINGS INC
-$4.8K
11,775
+9%
减持
HD
HOME DEPOT INC
-$4.4K
999
-6%
增持
ET
ENERGY TRANSFER L P
+$2.6K
11,110
+0%
减持
IDEV
ISHARES TR
+$2.0K
3,906
-0%
增持
MS
MORGAN STANLEY
+$561
3,475
+3%
减持
IVV
ISHARES TR
+$436
817
-8%
