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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 128 项
建仓 11
增持 56
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$9.7M
726,208
-2%
增持
MCD
MCDONALDS CORP
-$7.2M
220,810
+1%
减持
NFRA
FLEXSHARES TR
-$6.8M
1,711,800
-0%
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
DFAC
DIMENSIONAL ETF TRUST
-$6.3M
5,269,735
-1%
增持
VTI
VANGUARD INDEX FDS
-$5.7M
848,666
+1%
减持
AGG
ISHARES TR
-$4.1M
136,187
-21%
减持
IXUS
ISHARES TR
-$3.2M
1,045,711
-1%
减持
REET
ISHARES TR
-$3.1M
1,281,027
-3%
增持
AAPL
APPLE INC
-$2.8M
167,542
+3%
增持
VXUS
VANGUARD STAR FDS
-$2.5M
1,390,890
+1%
减持
IAGG
ISHARES TR
-$2.5M
197,697
-20%
增持
DFAX
DIMENSIONAL ETF TRUST
-$1.7M
2,806,934
+1%
减持
ITOT
ISHARES TR
-$1.5M
177,721
-5%
减持
TILT
FLEXSHARES TR
-$1.2M
170,143
-1%
增持
TLTD
FLEXSHARES TR
-$1.2M
499,072
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$914.8K
816,647
+5%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$699.9K
111,538
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$556.9K
52,481
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$428.9K
16,318
-1%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$401.1K
34,224
增持
AMZN
AMAZON COM INC
+$390.5K
35,981
+12%
清仓
BXMT
BLACKSTONE MTG TR INC
-$385.0K
0
-100%
减持
IWM
ISHARES TR
-$377.0K
26,584
-2%
建仓
DLY
DOUBLELINE YIELD OPPORTUNITI
+$355.6K
24,144
建仓
ORCL
ORACLE CORP
+$355.5K
3,356
增持
TLT
ISHARES TR
+$326.0K
7,663
+123%
减持
CME
CME GROUP INC
+$325.6K
22,396
-0%
减持
GIS
GENERAL MLS INC
-$291.6K
22,794
-0%
清仓
HON
HONEYWELL INTL INC
-$248.6K
0
-100%
建仓
ENB
ENBRIDGE INC
+$234.2K
6,984
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$221.2K
0
-100%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$216.1K
9,600
建仓
SCHD
SCHWAB STRATEGIC TR
+$215.2K
3,041
清仓
XLV
SELECT SECTOR SPDR TR
-$214.7K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$213.6K
1,276
增持
F
FORD MTR CO DEL
-$210.9K
78,408
+0%
清仓
DOV
DOVER CORP
-$209.4K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$207.0K
1,728
清仓
V
VISA INC
-$205.6K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$186.3K
21,088
-1%
减持
PTLO
PORTILLOS INC
-$186.0K
22,512
-5%
增持
RWO
SPDR INDEX SHS FDS
-$157.9K
64,112
+1%
增持
—
EXXON MOBIL CORP
+$145.0K
12,720
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$143.5K
48,905
-2%
增持
QCOM
QUALCOMM INC
-$142.0K
17,842
+0%
清仓
DPG
DUFF & PHELPS UTLITY AND INF
-$132.8K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
-$122.1K
7,162
+4%
增持
T
AT&T INC
+$117.2K
29,073
+45%
减持
VZ
VERIZON COMMUNICATIONS INC
-$111.0K
7,877
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$109.9K
14,264
-3%
减持
CI
THE CIGNA GROUP
-$108.6K
4,141
-10%
增持
SPY
SPDR S&P 500 ETF TR
-$106.9K
7,061
+0%
增持
MRK
MERCK & CO INC
-$106.9K
8,620
+0%
增持
QQQ
INVESCO QQQ TR
+$101.3K
1,588
+26%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$100.3K
307
+42%
增持
HD
HOME DEPOT INC
+$97.4K
1,349
+35%
减持
CBOE
CBOE GLOBAL MKTS INC
+$85.5K
6,550
-4%
减持
JNJ
JOHNSON & JOHNSON
-$84.6K
8,413
-0%
减持
TSLA
TESLA INC
-$83.9K
4,480
-3%
减持
ABBV
ABBVIE INC
-$82.2K
3,967
-21%
减持
PEP
PEPSICO INC
-$81.9K
3,629
-4%
增持
MUB
ISHARES TR
-$78.6K
22,658
+1%
增持
CVX
CHEVRON CORP NEW
+$78.5K
3,929
+6%
增持
CAT
CATERPILLAR INC
+$76.0K
2,777
+0%
增持
BND
VANGUARD BD INDEX FDS
-$75.0K
1,311,769
+4%
减持
ARW
ARROW ELECTRS INC
-$72.9K
2,946
-5%
减持
IGF
ISHARES TR
-$71.5K
7,386
-11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$69.0K
9,316
-9%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$68.5K
10,400
减持
—
ELASTIC N V
+$67.5K
4,481
-3%
减持
COST
COSTCO WHSL CORP NEW
+$66.9K
3,844
-2%
增持
KO
COCA COLA CO
-$65.7K
17,121
+1%
清仓
—
ASSERTIO HOLDINGS INC
-$63.8K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$63.6K
34,554
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$61.0K
43,064
+4%
增持
IVV
ISHARES TR
+$57.1K
981
+20%
增持
—
UNILEVER PLC
-$55.8K
24,813
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$53.9K
798
+10%
减持
AMGN
AMGEN INC
+$52.0K
1,875
-8%
减持
NVDA
NVIDIA CORPORATION
+$46.9K
4,308
-0%
增持
INTC
INTEL CORP
+$46.5K
21,948
+0%
减持
—
EATON CORP PLC
+$41.8K
5,531
-2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$38.2K
31,256
-0%
清仓
—
RITE AID CORP
-$37.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.1K
4,808
+1%
减持
MS
MORGAN STANLEY
-$36.6K
3,185
-8%
增持
DFAU
DIMENSIONAL ETF TRUST
-$34.1K
32,883
+0%
建仓
ZVIA
ZEVIA PBC
+$33.3K
15,000
增持
ABT
ABBOTT LABS
-$33.2K
3,758
+3%
减持
—
ACCENTURE PLC IRELAND
-$32.4K
7,127
-1%
增持
TV
GRUPO TELEVISA S A B
-$31.9K
40,000
+33%
减持
DIS
DISNEY WALT CO
-$30.0K
3,156
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$27.0K
11,513
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$27.0K
510
-0%
增持
PFE
PFIZER INC
+$26.7K
13,248
+18%
增持
META
META PLATFORMS INC
+$23.9K
1,658
+0%
减持
MA
MASTERCARD INCORPORATED
-$22.3K
802
-7%
增持
FITB
FIFTH THIRD BANCORP
-$22.1K
25,316
+0%
增持
ESGV
VANGUARD WORLD FD
-$21.0K
7,319
+0%
减持
PG
PROCTER AND GAMBLE CO
-$20.6K
3,110
-1%
增持
GOOG
ALPHABET INC
+$19.4K
1,772
+0%
增持
TXN
TEXAS INSTRS INC
-$17.8K
1,422
+5%
增持
MSFT
MICROSOFT CORP
-$16.8K
14,239
+7%
增持
VOO
VANGUARD INDEX FDS
-$16.3K
1,713
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$15.8K
10,700
-12%
增持
VGT
VANGUARD WORLD FDS
-$15.0K
588
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$14.8K
36,850
-0%
增持
CSX
CSX CORP
-$14.8K
7,939
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$14.5K
6,475
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$13.9K
5,264
+0%
清仓
—
POLISHED COM INC
-$13.8K
0
-100%
减持
ICSH
ISHARES TR
-$13.6K
11,059
-3%
增持
—
UPHEALTH INC
-$12.9K
14,000
+40%
减持
IDEV
ISHARES TR
-$12.6K
3,881
-1%
增持
—
GULF RES INC
+$12.4K
20,000
+100%
清仓
—
WHEELS UP EXPERIENCE INC
-$11.7K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$8.9K
8,666
+0%
建仓
—
POLISHED COM INC
+$8.1K
100,000
增持
IJR
ISHARES TR
-$8.1K
2,956
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$6.9K
5,584
+2%
减持
CSCO
CISCO SYS INC
+$6.4K
4,334
-1%
减持
GOOGL
ALPHABET INC
-$5.9K
6,482
-9%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$5.5K
37,179
+0%
增持
JPM
JPMORGAN CHASE & CO
+$4.6K
55,176
+0%
增持
GE
GENERAL ELECTRIC CO
+$4.3K
1,865
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9K
3,899
-2%
清仓
—
POLISHED COM INC
-$3.2K
0
-100%
减持
LLY
ELI LILLY & CO
+$2.2K
436
-12%