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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 121 项
建仓 11
增持 62
减持 44
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AVRE
AMERICAN CENTY ETF TR
+$10.7M
295,193
+742%
增持
VTI
VANGUARD INDEX FDS
+$8.9M
881,533
+1%
增持
MCD
MCDONALDS CORP
-$5.4M
224,542
+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
+$5.4M
160,247
-3%
增持
BND
VANGUARD BD INDEX FDS
+$4.1M
1,528,731
+5%
增持
IWF
ISHARES TR
+$3.0M
107,689
+0%
减持
IWB
ISHARES TR
+$2.9M
688,502
-2%
增持
VXUS
VANGUARD STAR FDS
+$2.1M
1,527,558
+2%
减持
REET
ISHARES TR
-$1.8M
830,229
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.5M
5,213,476
-2%
增持
NFRA
FLEXSHARES TR
-$1.3M
1,761,497
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
962,416
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.0M
107,060
+1%
增持
NVDA
NVIDIA CORPORATION
+$972.8K
42,455
+798%
建仓
MSTR
MICROSTRATEGY INC
+$743.8K
540
减持
GWW
GRAINGER W W INC
-$719.4K
6,182
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$699.0K
42,616
-8%
增持
TLTD
FLEXSHARES TR
-$596.9K
505,910
+1%
减持
AGG
ISHARES TR
-$583.1K
92,938
-5%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$576.4K
17,600
减持
QCOM
QUALCOMM INC
+$514.0K
17,760
-1%
减持
—
ACCENTURE PLC IRELAND
-$399.3K
5,697
-7%
减持
AMZN
AMAZON COM INC
+$378.7K
40,889
-2%
增持
CME
CME GROUP INC
-$376.0K
20,149
+0%
建仓
—
LAM RESEARCH CORP
+$369.2K
347
减持
COST
COSTCO WHSL CORP NEW
+$361.1K
3,661
-3%
减持
MSFT
MICROSOFT CORP
+$357.6K
14,470
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$353.1K
16,216
-0%
清仓
YUM
YUM BRANDS INC
-$324.2K
0
-100%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$301.2K
8,650
建仓
AVGO
BROADCOM INC
+$290.8K
181
减持
ITOT
ISHARES TR
-$274.2K
163,328
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$267.9K
22,457
+1%
减持
IAGG
ISHARES TR
-$249.9K
142,418
-3%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$246.9K
0
-100%
减持
TILT
FLEXSHARES TR
-$244.8K
163,617
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$231.5K
683
减持
IWM
ISHARES TR
-$230.6K
25,235
-1%
增持
INTC
INTEL CORP
-$216.9K
25,157
+12%
建仓
XLE
SELECT SECTOR SPDR TR
+$205.6K
2,255
增持
VONE
VANGUARD SCOTTSDALE FDS
+$176.0K
20,214
+0%
增持
STXF
EA SERIES TRUST
+$172.9K
11,250
+72%
减持
GOOGL
ALPHABET INC
+$171.8K
5,786
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$167.2K
3,858
+4%
建仓
LYFT
LYFT INC
+$159.8K
11,331
增持
JPM
JPMORGAN CHASE & CO.
+$151.0K
53,193
+0%
增持
LLY
ELI LILLY & CO
+$137.4K
692
+10%
增持
—
UNILEVER PLC
+$132.8K
25,487
+1%
增持
CI
THE CIGNA GROUP
-$132.7K
4,177
+0%
增持
META
META PLATFORMS INC
+$125.1K
2,189
+9%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$122.6K
16,200
+5177%
减持
ABBV
ABBVIE INC
-$113.4K
3,258
-12%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$112.4K
48,995
+1%
减持
MUB
ISHARES TR
-$112.2K
19,467
-4%
增持
JNJ
JOHNSON & JOHNSON
-$104.3K
8,782
+0%
增持
IXUS
ISHARES TR
-$102.0K
1,042,374
+0%
减持
CAT
CATERPILLAR INC
-$100.0K
2,807
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$99.0K
96,286
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$90.1K
5,066
+0%
增持
CBOE
CBOE GLOBAL MKTS INC
-$86.8K
6,413
+0%
增持
DIS
DISNEY WALT CO
-$79.1K
3,473
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.4K
666
-21%
增持
IVV
ISHARES TR
+$76.7K
1,311
+8%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$76.6K
38,433
+0%
增持
GOOG
ALPHABET INC
+$76.0K
1,987
+5%
减持
ARW
ARROW ELECTRS INC
-$75.6K
2,405
-15%
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$70.6K
20,000
减持
FITB
FIFTH THIRD BANCORP
-$66.2K
23,112
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.3K
3,993
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$65.1K
10,521
-10%
减持
MPC
MARATHON PETE CORP
-$60.7K
1,900
-2%
增持
CL
COLGATE PALMOLIVE CO
+$59.4K
5,066
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$57.5K
13,449
+9%
增持
RWO
SPDR INDEX SHS FDS
-$56.9K
65,860
+1%
增持
MRK
MERCK & CO INC
-$55.9K
10,142
+2%
增持
AMGN
AMGEN INC
+$55.0K
1,928
+0%
建仓
AMC
AMC ENTMT HLDGS INC
+$54.1K
10,864
建仓
FIGS
FIGS INC
+$53.3K
10,000
减持
ABT
ABBOTT LABS
-$52.7K
3,419
-5%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$50.5K
180,686
+90%
增持
KO
COCA COLA CO
+$43.1K
16,968
+0%
减持
TSLA
TESLA INC
+$42.8K
4,214
-6%
增持
NFLX
NETFLIX INC
+$41.8K
466
+4%
减持
FICO
FAIR ISAAC CORP
+$39.5K
186
-2%
增持
HD
HOME DEPOT INC
-$38.8K
1,017
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$38.3K
1,854
+18%
增持
ESGV
VANGUARD WORLD FD
+$34.6K
8,477
+1%
减持
IJR
ISHARES TR
-$33.5K
2,804
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$30.8K
1,713
+0%
清仓
SLQT
SELECTQUOTE INC
-$30.0K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$29.8K
12,012
+5%
减持
DFAU
DIMENSIONAL ETF TRUST
+$28.9K
32,657
-0%
减持
CVX
CHEVRON CORP NEW
-$26.7K
3,122
-4%
增持
T
AT&T INC
+$26.4K
14,580
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$25.2K
44,508
-0%
减持
VOO
VANGUARD INDEX FDS
-$24.9K
1,639
-7%
减持
F
FORD MTR CO DEL
-$23.5K
30,990
-0%
减持
V
VISA INC
-$22.5K
828
-4%
增持
IWV
ISHARES TR
+$21.6K
2,314
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$19.5K
5,755
-2%
清仓
—
FINANCE OF AMERICA COMPAN
-$18.4K
0
-100%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$14.1K
15,046
-0%
增持
PEP
PEPSICO INC
+$10.0K
3,779
+8%
增持
HON
HONEYWELL INTL INC
+$9.8K
1,079
+0%
增持
PG
PROCTER AND GAMBLE CO
+$9.1K
3,199
+0%
减持
ICSH
ISHARES TR
-$8.7K
11,186
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$8.2K
7,905
-1%
增持
IJH
ISHARES TR
-$7.2K
3,461
+0%
增持
—
EXXON MOBIL CORP
+$6.0K
12,793
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$5.3K
7,795
+0%
增持
IDEV
ISHARES TR
-$3.9K
3,768
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$3.3K
8,756
-1%
增持
PTLO
PORTILLOS INC
+$2.8K
37,508
+47%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.8K
2,873,601
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.5K
10,446
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.9K
5,225
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4K
9,865
+2%
减持
PFE
PFIZER INC
+$564
9,924
-1%
增持
ZVIA
ZEVIA PBC
+$476
65,000
+75%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$349
3,343
+1%
增持
AGGY
WISDOMTREE TR
+$247
12,527
+1%
