小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 91
减持 35
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$27.9M
931,278
+6%
增持
NFRA
FLEXSHARES TR
+$27.2M
2,034,668
+16%
增持
DFAC
DIMENSIONAL ETF TRUST
+$22.1M
5,547,011
+6%
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
VXUS
VANGUARD STAR FDS
-$15.5M
1,184,135
-22%
增持
IWB
ISHARES TR
+$13.8M
695,547
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$12.7M
2,234,354
-22%
增持
BND
VANGUARD BD INDEX FDS
+$10.3M
1,604,215
+5%
减持
MCD
MCDONALDS CORP
+$8.2M
214,979
-4%
减持
IXUS
ISHARES TR
-$6.1M
885,041
-15%
增持
IGF
ISHARES TR
+$5.2M
110,339
+551%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.4M
1,000,164
+4%
增持
REET
ISHARES TR
+$3.3M
847,980
+2%
减持
AAPL
APPLE INC
+$3.3M
159,051
-1%
增持
MSFT
MICROSOFT CORP
+$2.2M
20,257
+40%
减持
TILT
FLEXSHARES TR
+$1.9M
162,784
-1%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.8M
64,865
+32%
增持
ITOT
ISHARES TR
+$1.7M
167,653
+3%
增持
IWF
ISHARES TR
+$1.2M
107,692
+0%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$1.1M
185,686
+3%
增持
LLY
ELI LILLY & CO
+$1.1M
1,942
+181%
增持
IWM
ISHARES TR
+$965.6K
27,550
+9%
增持
GWW
GRAINGER W W INC
+$845.3K
6,183
+0%
建仓
SHV
ISHARES TR
+$800.2K
7,233
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$797.0K
43,303
+2%
减持
AMZN
AMAZON COM INC
-$753.2K
38,365
-6%
减持
DFAI
DIMENSIONAL ETF TRUST
-$697.4K
19,607
-56%
增持
JPM
JPMORGAN CHASE & CO.
+$675.8K
54,228
+2%
增持
QCOM
QUALCOMM INC
-$515.2K
17,772
+0%
增持
AGG
ISHARES TR
+$513.6K
94,155
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$501.4K
16,112
-1%
增持
CME
CME GROUP INC
+$486.1K
20,156
+0%
增持
COST
COSTCO WHSL CORP NEW
+$437.3K
4,004
+9%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$428.5K
0
-100%
增持
RWO
SPDR INDEX SHS FDS
+$421.3K
66,409
+1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$390.9K
20,629
+2%
清仓
DLY
DOUBLELINE YIELD OPPORTUNITI
-$381.0K
0
-100%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$377.4K
0
-100%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$356.7K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$351.6K
5,183
减持
TLTD
FLEXSHARES TR
+$348.5K
476,239
-6%
增持
TSLA
TESLA INC
+$345.8K
4,509
+7%
建仓
LMT
LOCKHEED MARTIN CORP
+$337.6K
577
减持
AVRE
AMERICAN CENTY ETF TR
+$303.9K
264,568
-10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$292.4K
17,019
+27%
清仓
AVGO
BROADCOM INC
-$290.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$288.4K
1,651
-28%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$278.0K
5,311
-49%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$267.7K
114,640
+7%
增持
—
UNILEVER PLC
+$266.2K
25,673
+1%
建仓
LOW
LOWES COS INC
+$258.6K
955
增持
SPY
SPDR S&P 500 ETF TR
+$258.3K
4,110
+7%
减持
GOOGL
ALPHABET INC
-$255.3K
4,816
-17%
增持
META
META PLATFORMS INC
+$255.0K
2,374
+8%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$253.7K
0
-100%
清仓
IDEV
ISHARES TR
-$247.3K
0
-100%
增持
MSTR
MICROSTRATEGY INC
+$243.3K
5,855
+984%
增持
LW
LAMB WESTON HLDGS INC
-$239.3K
12,388
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$236.3K
5,032
-1%
增持
JNJ
JOHNSON & JOHNSON
+$229.2K
9,334
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$228.1K
22,434
-0%
增持
GIS
GENERAL MLS INC
+$228.0K
21,478
+0%
增持
CAT
CATERPILLAR INC
+$224.7K
2,965
+6%
建仓
XLP
SELECT SECTOR SPDR TR
+$223.3K
2,691
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$220.4K
4,008
+0%
建仓
BAC
BANK AMERICA CORP
+$217.7K
5,487
减持
CBOE
CBOE GLOBAL MKTS INC
+$215.9K
6,377
-1%
减持
—
ACCENTURE PLC IRELAND
+$209.3K
5,482
-4%
建仓
NOBL
PROSHARES TR
+$207.1K
1,940
建仓
CSCO
CISCO SYS INC
+$205.9K
3,869
建仓
URI
UNITED RENTALS INC
+$204.3K
252
建仓
XLI
SELECT SECTOR SPDR TR
+$200.2K
1,478
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$191.7K
47,798
+172%
增持
VTEB
VANGUARD MUN BD FDS
+$190.0K
98,099
+2%
增持
ABBV
ABBVIE INC
+$179.9K
3,740
+15%
减持
NVDA
NVIDIA CORPORATION
-$169.1K
41,797
-2%
增持
—
ELASTIC N V
-$166.3K
4,483
+0%
增持
AMGN
AMGEN INC
+$145.3K
2,321
+20%
增持
PG
PROCTER AND GAMBLE CO
+$144.8K
3,882
+21%
增持
KO
COCA COLA CO
+$143.2K
17,022
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$129.6K
15,365
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$119.4K
5,196
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$116.1K
1,459
+6%
减持
MRK
MERCK & CO INC
-$114.8K
10,045
-1%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$104.2K
0
-100%
增持
ABT
ABBOTT LABS
+$102.3K
4,014
+17%
减持
F
FORD MTR CO
-$99.5K
27,378
-12%
增持
—
EATON CORP PLC
+$97.9K
5,404
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$96.3K
8,023
-24%
减持
FITB
FIFTH THIRD BANCORP
+$95.7K
21,922
-5%
减持
ESGV
VANGUARD WORLD FD
-$88.7K
7,186
-15%
增持
FICO
FAIR ISAAC CORP
+$88.5K
188
+1%
增持
—
LAM RESEARCH CORP
-$85.4K
348
+0%
增持
DRI
DARDEN RESTAURANTS INC
+$85.3K
6,620
+0%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$81.7K
10,400
+20%
减持
IAGG
ISHARES TR
+$78.3K
138,707
-3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$76.3K
32,769
+0%
减持
T
AT&T INC
-$72.8K
9,356
-36%
减持
STXF
EA SERIES TRUST
-$71.1K
8,750
-22%
增持
GE
GE AEROSPACE
+$68.9K
1,937
+4%
增持
CI
THE CIGNA GROUP
+$67.6K
4,181
+0%
增持
MUB
ISHARES TR
+$67.2K
19,713
+1%
增持
HD
HOME DEPOT INC
+$66.8K
1,028
+1%
减持
PTLO
PORTILLOS INC
+$59.2K
31,464
-16%
清仓
—
THOUGHTWORKS HOLDING INC
-$56.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$56.0K
1,659
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.9K
674
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$54.6K
1,400
-24%
清仓
FIGS
FIGS INC
-$53.3K
0
-100%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$50.9K
0
-100%
增持
ALL
ALLSTATE CORP
+$47.6K
1,571
+0%
增持
MA
MASTERCARD INCORPORATED
+$45.7K
809
+1%
增持
IWV
ISHARES TR
+$44.3K
2,321
+0%
增持
TV
GRUPO TELEVISA S A B
+$42.8K
60,000
+50%
增持
VZ
VERIZON COMMUNICATIONS INC
+$42.2K
8,098
+4%
建仓
—
EVENTBRITE INC
+$41.0K
15,000
增持
XLE
SELECT SECTOR SPDR TR
+$40.8K
2,806
+24%
增持
IVV
ISHARES TR
+$40.5K
1,314
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$38.6K
10,044
+2%
增持
CL
COLGATE PALMOLIVE CO
+$36.1K
5,083
+0%
清仓
COMP
COMPASS INC
-$36.0K
0
-100%
建仓
GGB
GERDAU SA
+$35.0K
10,000
增持
—
EXXON MOBIL CORP
+$31.7K
12,834
+0%
增持
STKS
THE ONE GROUP HOSPITALITY IN
+$31.1K
20,000
+100%
增持
IJR
ISHARES TR
+$30.1K
2,814
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$29.5K
7,914
+0%
增持
GOOG
ALPHABET INC
-$29.2K
2,006
+1%
增持
HTZ
HERTZ GLOBAL HLDGS INC
+$28.4K
30,000
+50%
增持
AGGY
WISDOMTREE TR
+$27.9K
12,660
+1%
增持
CVX
CHEVRON CORP NEW
-$25.2K
3,145
+1%
增持
PEP
PEPSICO INC
+$22.3K
3,797
+0%
减持
HON
HONEYWELL INTL INC
-$20.7K
1,014
-6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$20.1K
11,572
-4%
增持
NFLX
NETFLIX INC
+$19.6K
471
+1%
增持
MPC
MARATHON PETE CORP
-$19.4K
1,904
+0%
增持
DIS
DISNEY WALT CO
+$19.2K
3,785
+9%
增持
V
VISA INC
+$14.1K
842
+2%
增持
IJH
ISHARES TR
+$13.9K
3,473
+0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$11.1K
38,823
+1%
增持
CNVS
CINEVERSE CORP
+$10.7K
20,000
+100%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$10.5K
3,369
+1%
增持
ICSH
ISHARES TR
+$10.4K
11,344
+1%
增持
PFE
PFIZER INC
+$10.2K
9,947
+0%
减持
ZVIA
ZEVIA PBC
+$10.1K
50,000
-23%
增持
VGT
VANGUARD WORLD FD
+$9.0K
597
+1%
增持
CSX
CSX CORP
+$8.9K
7,614
+0%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$7.0K
5,000
+150%
增持
INTC
INTEL CORP
+$5.7K
33,454
+33%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$3.2K
5,770
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.0K
1,712
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$2.9K
686
+0%
