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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 129 项
建仓 15
增持 57
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$24.8M
864,358
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.0M
5,304,078
+1%
减持
IWB
ISHARES TR
+$14.8M
706,941
-3%
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
BND
VANGUARD BD INDEX FDS
+$11.7M
1,403,879
+7%
增持
VXUS
VANGUARD STAR FDS
+$9.4M
1,446,426
+4%
增持
NFRA
FLEXSHARES TR
+$9.0M
1,717,847
+0%
减持
MCD
MCDONALDS CORP
+$7.2M
220,363
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$5.7M
906,311
+11%
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.5M
2,814,437
+0%
减持
REET
ISHARES TR
-$5.0M
913,343
-29%
减持
IXUS
ISHARES TR
+$4.5M
1,034,960
-1%
增持
IWF
ISHARES TR
+$4.1M
107,441
+0%
减持
AAPL
APPLE INC
+$3.5M
166,999
-0%
增持
TLTD
FLEXSHARES TR
+$3.0M
501,130
+0%
减持
TILT
FLEXSHARES TR
+$2.9M
167,729
-1%
减持
AGG
ISHARES TR
-$2.5M
103,575
-24%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
89,510
+83%
减持
IAGG
ISHARES TR
-$2.1M
152,046
-23%
减持
ITOT
ISHARES TR
+$1.5M
173,283
-2%
建仓
AVRE
AMERICAN CENTY ETF TR
+$1.4M
32,829
减持
SCHB
SCHWAB STRATEGIC TR
-$1.3M
8,001
-77%
减持
SPY
SPDR S&P 500 ETF TR
-$1.3M
3,690
-48%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.2M
13,000
-65%
增持
MSFT
MICROSOFT CORP
+$994.2K
14,600
+3%
减持
JPM
JPMORGAN CHASE & CO
+$989.7K
52,859
-4%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$840.9K
13,667
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$823.5K
48,089
+12%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$812.2K
16,287
-0%
减持
AMZN
AMAZON COM INC
+$777.4K
35,220
-2%
清仓
TLT
ISHARES TR
-$679.6K
0
-100%
增持
QCOM
QUALCOMM INC
+$603.0K
17,870
+0%
建仓
AGGY
WISDOMTREE TR
+$540.0K
12,267
减持
F
FORD MTR CO DEL
-$535.5K
35,962
-54%
增持
IGF
ISHARES TR
+$464.8K
16,675
+126%
减持
IWM
ISHARES TR
+$455.9K
25,681
-3%
增持
RWO
SPDR INDEX SHS FDS
+$384.0K
64,816
+1%
增持
QQQ
INVESCO QQQ TR
+$366.0K
2,283
+44%
增持
DFAI
DIMENSIONAL ETF TRUST
+$365.5K
41,255
+32%
减持
COST
COSTCO WHSL CORP NEW
+$365.3K
3,843
-0%
清仓
ORCL
ORACLE CORP
-$355.5K
0
-100%
增持
INTC
INTEL CORP
+$348.0K
22,452
+2%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$326.3K
20,426
-3%
减持
—
ACCENTURE PLC IRELAND
+$311.8K
7,126
-0%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$280.9K
105,763
-5%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$266.7K
2,000
清仓
MS
MORGAN STANLEY
-$260.1K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$247.2K
10,386
+60%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$245.7K
1,667
减持
CME
CME GROUP INC
-$244.5K
20,131
-10%
减持
—
EXXON MOBIL CORP
-$238.0K
12,578
-1%
增持
FITB
FIFTH THIRD BANCORP
+$232.2K
25,326
+0%
建仓
WFC
WELLS FARGO CO NEW
+$229.2K
4,657
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$228.6K
3,303
增持
BA
BOEING CO
+$226.4K
2,657
+9%
建仓
HON
HONEYWELL INTL INC
+$224.5K
1,070
建仓
V
VISA INC
+$223.6K
859
建仓
FICO
FAIR ISAAC CORP
+$221.2K
190
建仓
ALL
ALLSTATE CORP
+$219.5K
1,568
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$216.1K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$215.2K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$214.4K
727
建仓
GDDY
GODADDY INC
+$212.3K
2,000
建仓
NFLX
NETFLIX INC
+$212.3K
436
建仓
XLV
SELECT SECTOR SPDR TR
+$205.3K
1,505
增持
LW
LAMB WESTON HLDGS INC
+$193.7K
12,385
+0%
减持
CVX
CHEVRON CORP NEW
-$172.9K
3,282
-16%
减持
NVDA
NVIDIA CORPORATION
+$170.3K
4,128
-4%
增持
ESGV
VANGUARD WORLD FD
+$160.8K
8,363
+14%
增持
CBOE
CBOE GLOBAL MKTS INC
+$147.2K
6,555
+0%
减持
—
EATON CORP PLC
+$136.6K
5,466
-1%
减持
DRI
DARDEN RESTAURANTS INC
+$135.4K
7,067
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$133.7K
4,941
+3%
增持
MRK
MERCK & CO INC
+$123.9K
9,276
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$123.7K
1,321
+4%
减持
GWW
GRAINGER W W INC
+$110.6K
975
-3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$108.7K
32,888
+0%
增持
META
META PLATFORMS INC
+$103.6K
1,699
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$98.9K
14,208
-0%
增持
IVV
ISHARES TR
+$98.6K
1,088
+11%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$85.3K
5,174
-2%
增持
T
AT&T INC
+$83.2K
30,981
+7%
增持
JNJ
JOHNSON & JOHNSON
+$75.7K
8,843
+5%
增持
IWV
ISHARES TR
+$70.5K
2,302
+1%
增持
CAT
CATERPILLAR INC
+$66.6K
2,789
+0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$60.8K
38,367
+3%
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$60.8K
15,386
+17%
减持
VOO
VANGUARD INDEX FDS
+$60.8K
1,679
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$58.3K
3,993
+2%
增持
PFE
PFIZER INC
-$56.8K
13,291
+0%
增持
CI
THE CIGNA GROUP
+$55.6K
4,142
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$52.9K
11,612
+1%
减持
GOOGL
ALPHABET INC
+$51.9K
6,444
-1%
增持
ALK
ALASKA AIR GROUP INC
+$47.4K
12,683
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$42.0K
844
+6%
增持
VGT
VANGUARD WORLD FDS
+$41.0K
589
+0%
减持
ABT
ABBOTT LABS
+$39.9K
3,669
-2%
减持
KO
COCA COLA CO
+$38.1K
16,910
-1%
减持
GIS
GENERAL MLS INC
-$37.3K
21,819
-4%
减持
MUB
ISHARES TR
+$37.1K
21,774
-4%
增持
AMGN
AMGEN INC
+$37.0K
1,878
+0%
减持
TSLA
TESLA INC
-$35.1K
4,370
-2%
减持
IJR
ISHARES TR
+$34.8K
2,898
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.7K
48,024
-8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$24.0K
9,511
+2%
增持
LLY
ELI LILLY & CO
+$21.3K
439
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$21.1K
11,200
+5%
减持
CSX
CSX CORP
+$19.1K
7,593
-4%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$17.7K
5,587
+0%
增持
ZVIA
ZEVIA PBC
+$16.9K
25,000
+67%
增持
GOOG
ALPHABET INC
+$16.5K
1,775
+0%
减持
IDEV
ISHARES TR
+$15.8K
3,801
-2%
减持
DIS
DISNEY WALT CO
+$15.6K
3,006
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$13.7K
7,136
-9%
增持
CSCO
CISCO SYS INC
-$13.7K
4,341
+0%
增持
ICSH
ISHARES TR
+$12.5K
11,311
+2%
减持
PEP
PEPSICO INC
-$12.3K
3,548
-2%
增持
—
UNILEVER PLC
-$11.3K
25,051
+1%
增持
ET
ENERGY TRANSFER L P
+$10.3K
12,041
+8%
清仓
—
POLISHED COM INC
-$8.1K
0
-100%
清仓
—
REGIS CORP MINN
-$7.0K
0
-100%
增持
COP
CONOCOPHILLIPS
-$6.3K
1,729
+0%
减持
ABBV
ABBVIE INC
-$6.1K
3,777
-5%
清仓
—
UPHEALTH INC
-$5.9K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$5.0K
8,812
+2%
减持
HD
HOME DEPOT INC
+$4.9K
1,191
-12%
增持
PG
PROCTER AND GAMBLE CO
+$2.7K
3,114
+0%
减持
TXN
TEXAS INSTRS INC
+$2.3K
1,340
-6%
清仓
—
UPHEALTH INC
-$198
0
-100%
清仓
—
HARBOR CUSTOM DEVELOPMENT IN
-$174
0
-100%
