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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 124 项
建仓 7
增持 70
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$21.9M
873,189
+1%
减持
IWB
ISHARES TR
+$16.6M
701,251
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$14.5M
5,307,131
+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。
增持
VXUS
VANGUARD STAR FDS
+$6.2M
1,493,315
+3%
增持
GWW
GRAINGER W W INC
+$5.5M
6,190
+535%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.3M
2,871,232
+2%
减持
AAPL
APPLE INC
-$3.8M
165,354
-1%
增持
IWF
ISHARES TR
+$3.7M
107,577
+0%
增持
IXUS
ISHARES TR
+$3.3M
1,039,269
+0%
增持
NFRA
FLEXSHARES TR
+$3.1M
1,739,642
+1%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
1,460,213
+4%
增持
MCD
MCDONALDS CORP
-$2.7M
222,100
+1%
减持
TILT
FLEXSHARES TR
+$2.3M
166,057
-1%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
4,728
+15%
增持
AMZN
AMAZON COM INC
+$2.2M
41,707
+18%
增持
TLTD
FLEXSHARES TR
+$1.7M
501,879
+0%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
52,959
+0%
减持
ITOT
ISHARES TR
+$1.4M
170,636
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.0M
930,046
+3%
减持
REET
ISHARES TR
-$934.3K
893,173
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$765.9K
16,229
-0%
减持
AGG
ISHARES TR
-$675.3K
98,066
-5%
减持
MSFT
MICROSOFT CORP
+$620.0K
14,523
-1%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$594.1K
4,167
-70%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$471.5K
22,138
+56%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$463.7K
105,937
+0%
减持
QCOM
QUALCOMM INC
+$438.9K
17,858
-0%
增持
META
META PLATFORMS INC
+$377.2K
2,015
+19%
减持
—
ACCENTURE PLC IRELAND
-$372.7K
6,139
-14%
减持
—
EATON CORP PLC
+$372.1K
5,400
-1%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$366.9K
20,133
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$354.4K
97,309
+9%
增持
MRK
MERCK & CO INC
+$300.1K
9,939
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$295.3K
46,430
-3%
增持
TSLA
TESLA INC
-$294.8K
4,500
+3%
清仓
RQI
COHEN & STEERS QUALITY INCOM
-$292.2K
0
-100%
增持
CI
THE CIGNA GROUP
+$273.3K
4,167
+1%
减持
T
AT&T INC
-$267.7K
14,329
-54%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$265.5K
4,018
+1%
清仓
ENB
ENBRIDGE INC
-$251.6K
0
-100%
减持
BA
BOEING CO
-$237.7K
2,357
-11%
增持
LLY
ELI LILLY & CO
+$233.1K
628
+43%
清仓
LMT
LOCKHEED MARTIN CORP
-$231.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$229.2K
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$228.5K
48,536
+1%
清仓
TXN
TEXAS INSTRS INC
-$228.4K
0
-100%
建仓
STXF
EA SERIES TRUST
+$220.5K
6,550
清仓
CSCO
CISCO SYS INC
-$219.3K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$214.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$213.9K
3,755
-2%
减持
IAGG
ISHARES TR
-$212.5K
147,336
-3%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$211.8K
9,600
增持
CAT
CATERPILLAR INC
+$210.3K
2,824
+1%
建仓
IJH
ISHARES TR
+$209.7K
3,453
增持
—
EXXON MOBIL CORP
+$209.1K
12,618
+0%
清仓
COP
CONOCOPHILLIPS
-$200.7K
0
-100%
减持
IWM
ISHARES TR
+$196.2K
25,443
-1%
增持
ALK
ALASKA AIR GROUP INC
+$191.1K
15,972
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$178.8K
3,695
+0%
减持
MUB
ISHARES TR
-$174.2K
20,319
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$164.2K
44,531
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$158.2K
5,061
+2%
建仓
JYNT
JOINT CORP
+$156.7K
12,000
增持
DIS
DISNEY WALT CO
+$152.5K
3,465
+15%
增持
INTC
INTEL CORP
-$132.2K
22,549
+0%
增持
IVV
ISHARES TR
+$120.9K
1,219
+12%
增持
VOO
VANGUARD INDEX FDS
+$111.0K
1,757
+5%
增持
MPC
MARATHON PETE CORP
+$108.4K
1,937
+2%
减持
PFE
PFIZER INC
-$105.5K
9,986
-25%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$102.3K
1,371
+4%
减持
DFAU
DIMENSIONAL ETF TRUST
+$101.9K
32,716
-1%
增持
CME
CME GROUP INC
+$97.7K
20,146
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$90.8K
12,304
+10%
减持
ABBV
ABBVIE INC
+$86.9K
3,691
-2%
减持
GIS
GENERAL MLS INC
+$80.9K
21,469
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$79.8K
11,427
-12%
增持
ESGV
VANGUARD WORLD FD
+$73.1K
8,418
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$69.8K
38,387
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$62.9K
1,710
+3%
增持
IWV
ISHARES TR
+$62.4K
2,308
+0%
增持
PG
PROCTER AND GAMBLE CO
+$62.2K
3,195
+3%
增持
AVRE
AMERICAN CENTY ETF TR
+$61.0K
35,070
+7%
增持
NFLX
NETFLIX INC
+$60.4K
449
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$57.8K
7,789
+9%
建仓
STKS
THE ONE GROUP HOSPITALITY IN
+$55.7K
10,000
减持
DRI
DARDEN RESTAURANTS INC
-$55.1K
6,617
-6%
增持
—
UNILEVER PLC
+$54.3K
25,280
+1%
建仓
—
THOUGHTWORKS HOLDING INC
+$50.6K
20,000
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$48.9K
5,191
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$43.3K
8,006
+0%
增持
RWO
SPDR INDEX SHS FDS
-$41.1K
65,204
+1%
增持
KO
COCA COLA CO
+$40.4K
16,948
+0%
增持
GOOG
ALPHABET INC
+$38.4K
1,895
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$37.6K
9,687
+2%
减持
FITB
FIFTH THIRD BANCORP
+$36.1K
24,445
-3%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$36.1K
5,849
+5%
增持
PFN
PIMCO INCOME STRATEGY FD II
+$33.2K
14,526
+40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$28.9K
11,663
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$27.0K
10,402
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$26.6K
1,570
+4%
减持
F
FORD MTR CO DEL
-$26.2K
31,036
-14%
增持
VGT
VANGUARD WORLD FD
+$25.6K
592
+1%
减持
CVX
CHEVRON CORP NEW
+$25.3K
3,265
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$24.9K
8,809
-0%
减持
HD
HOME DEPOT INC
-$23.9K
1,013
-15%
增持
IGF
ISHARES TR
+$22.7K
16,952
+2%
增持
IJR
ISHARES TR
+$18.9K
3,009
+4%
减持
GOOGL
ALPHABET INC
-$18.0K
5,845
-9%
增持
V
VISA INC
+$16.2K
860
+0%
建仓
TMC
TMC THE METALS COMPANY INC
+$14.3K
10,000
减持
PEP
PEPSICO INC
+$10.6K
3,504
-1%
减持
IDEV
ISHARES TR
+$9.2K
3,742
-2%
减持
CBOE
CBOE GLOBAL MKTS INC
+$7.1K
6,409
-2%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$7.1K
15,048
-2%
增持
ZVIA
ZEVIA PBC
-$6.8K
37,104
+48%
增持
AMGN
AMGEN INC
+$6.4K
1,925
+3%
减持
ARW
ARROW ELECTRS INC
+$5.8K
2,827
-4%
增持
ICSH
ISHARES TR
+$4.3K
11,351
+0%
减持
ABT
ABBOTT LABS
+$4.0K
3,589
-2%
增持
HON
HONEYWELL INTL INC
-$3.9K
1,075
+0%
增持
PTLO
PORTILLOS INC
+$3.1K
25,512
+13%
增持
AGGY
WISDOMTREE TR
-$2.1K
12,394
+1%
减持
JNJ
JOHNSON & JOHNSON
+$1.8K
8,773
-1%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$933
3,319
+0%
