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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 139 项
建仓 11
增持 68
减持 47
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$11.9M
950,803
+2%
增持
NFRA
FLEXSHARES TR
-$9.4M
2,056,797
+1%
增持
VXUS
VANGUARD STAR FDS
-$6.4M
1,192,073
+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。
增持
IWF
ISHARES TR
+$5.9M
115,237
+7%
减持
DFAX
DIMENSIONAL ETF TRUST
-$5.2M
2,217,826
-1%
增持
IXUS
ISHARES TR
-$4.7M
901,122
+2%
减持
TLTD
FLEXSHARES TR
-$3.5M
467,009
-2%
建仓
WMT
WALMART INC
+$3.5M
38,655
减持
MSFT
MICROSOFT CORP
-$2.9M
13,823
-32%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
57,578
+38%
减持
REET
ISHARES TR
-$2.6M
837,555
-1%
增持
MCD
MCDONALDS CORP
-$2.3M
217,814
+1%
减持
AAPL
APPLE INC
+$1.9M
155,587
-2%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.9M
342,631
+30%
增持
MSTR
MICROSTRATEGY INC
+$1.8M
9,716
+66%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
5,551,570
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
54,957
+1%
减持
TILT
FLEXSHARES TR
-$1.6M
153,059
-6%
减持
LLY
ELI LILLY & CO
-$1.4M
414
-79%
建仓
RKLB
ROCKET LAB USA INC
+$1.4M
53,213
增持
BND
VANGUARD BD INDEX FDS
-$1.2M
1,659,432
+3%
减持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$855.0K
47,600
-0%
清仓
SHV
ISHARES TR
-$800.2K
0
-100%
减持
AMZN
AMAZON COM INC
+$761.5K
36,055
-6%
建仓
AVGO
BROADCOM INC
+$704.2K
3,037
减持
IWB
ISHARES TR
+$641.3K
680,762
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$538.7K
15,494
-9%
增持
IGF
ISHARES TR
+$475.1K
123,988
+12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$413.4K
1,033,673
+3%
减持
QCOM
QUALCOMM INC
-$395.6K
17,098
-4%
增持
GOOGL
ALPHABET INC
+$389.9K
6,279
+30%
增持
META
META PLATFORMS INC
+$362.9K
2,940
+24%
建仓
VTV
VANGUARD INDEX FDS
+$350.3K
2,069
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$349.7K
6,592
清仓
STXF
EA SERIES TRUST
-$322.3K
0
-100%
减持
AMGN
AMGEN INC
-$313.9K
1,665
-28%
增持
RWO
SPDR INDEX SHS FDS
-$307.0K
66,435
+0%
增持
AGG
ISHARES TR
-$302.3K
95,282
+1%
增持
CI
THE CIGNA GROUP
-$293.7K
4,182
+0%
清仓
—
LAM RESEARCH CORP
-$283.8K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$280.9K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$252.3K
6,650
-43%
建仓
LRCX
LAM RESEARCH CORP
+$251.1K
3,477
清仓
XLE
SELECT SECTOR SPDR TR
-$246.4K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$241.9K
136,026
+19%
增持
CME
CME GROUP INC
+$234.0K
20,158
+0%
建仓
WFC
WELLS FARGO CO NEW
+$226.7K
3,227
建仓
VUG
VANGUARD INDEX FDS
+$218.4K
532
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$216.2K
15,734
-2%
清仓
XLV
SELECT SECTOR SPDR TR
-$215.7K
0
-100%
清仓
NOBL
PROSHARES TR
-$207.1K
0
-100%
增持
IAGG
ISHARES TR
-$205.9K
139,862
+1%
清仓
URI
UNITED RENTALS INC
-$204.3K
0
-100%
增持
—
UNILEVER PLC
-$200.2K
25,882
+1%
清仓
XLI
SELECT SECTOR SPDR TR
-$200.2K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$193.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$192.8K
9,127
-2%
增持
NFLX
NETFLIX INC
+$188.2K
586
+24%
减持
PTLO
PORTILLOS INC
-$182.0K
25,725
-18%
增持
VOO
VANGUARD INDEX FDS
+$162.6K
1,927
+16%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$158.6K
10,000
-4%
增持
KO
COCA COLA CO
-$151.3K
17,216
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$151.2K
17,849
-20%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$149.5K
1,633
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$148.0K
43,041
-1%
增持
MRK
MERCK & CO INC
-$139.2K
10,068
+0%
清仓
JYNT
JOINT CORP
-$137.3K
0
-100%
减持
ALK
ALASKA AIR GROUP INC
+$134.2K
13,224
-17%
减持
INTC
INTEL CORP
-$131.2K
32,600
-3%
增持
COST
COSTCO WHSL CORP NEW
+$127.8K
4,013
+0%
减持
TSLA
TESLA INC
+$127.1K
3,236
-28%
减持
CAT
CATERPILLAR INC
-$123.6K
2,856
-4%
增持
—
EXXON MOBIL CORP
-$123.5K
12,837
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$95.4K
4,961
-5%
增持
T
AT&T INC
+$95.1K
13,216
+41%
增持
IWM
ISHARES TR
+$87.8K
27,939
+1%
减持
—
ACCENTURE PLC IRELAND
-$87.0K
5,261
-4%
减持
—
ELASTIC N V
+$82.9K
4,310
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$79.6K
531
-8%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$79.3K
20,412
-1%
增持
GOOG
ALPHABET INC
+$77.3K
2,167
+8%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$73.4K
65,709
+1%
减持
MUB
ISHARES TR
-$73.2K
19,411
-2%
减持
PEP
PEPSICO INC
-$70.1K
3,785
-0%
减持
GWW
GRAINGER W W INC
+$67.9K
6,158
-0%
增持
ABBV
ABBVIE INC
-$67.8K
3,775
+1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$62.9K
5,577
-3%
增持
CBOE
CBOE GLOBAL MKTS INC
-$59.6K
6,382
+0%
减持
GE
GE AEROSPACE
-$55.5K
1,858
-4%
减持
ITOT
ISHARES TR
-$54.3K
163,320
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$51.6K
677
+0%
清仓
—
VIMEO INC
-$50.5K
0
-100%
减持
PFE
PFIZER INC
-$46.8K
9,085
-9%
建仓
ABEV
AMBEV SA
+$46.3K
25,000
减持
VEA
VANGUARD TAX-MANAGED FDS
-$46.0K
7,899
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$45.8K
15,442
+1%
增持
HD
HOME DEPOT INC
+$44.8K
1,187
+15%
增持
V
VISA INC
+$44.3K
872
+4%
增持
ESGV
VANGUARD WORLD FD
+$40.7K
7,351
+2%
增持
QQQ
INVESCO QQQ TR
+$40.0K
1,654
+0%
减持
PG
PROCTER AND GAMBLE CO
-$39.5K
3,775
-3%
减持
BA
BOEING CO
+$38.8K
2,244
-5%
减持
DIS
DISNEY WALT CO
+$33.1K
3,566
-6%
增持
MA
MASTERCARD INCORPORATED
+$29.7K
815
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$29.6K
22,354
+14%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$29.5K
5,313
+0%
增持
CVX
CHEVRON CORP NEW
+$29.4K
3,401
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$28.1K
10,878
+8%
建仓
—
LINKERS INDS LTD
+$27.0K
20,000
增持
DFAU
DIMENSIONAL ETF TRUST
+$26.4K
32,774
+0%
增持
HON
HONEYWELL INTL INC
+$24.2K
1,035
+2%
减持
ABT
ABBOTT LABS
-$23.9K
3,834
-4%
增持
CSCO
CISCO SYS INC
+$23.5K
3,876
+0%
增持
VGT
VANGUARD WORLD FD
+$22.1K
599
+0%
增持
IWV
ISHARES TR
+$19.8K
2,328
+0%
清仓
CNVS
CINEVERSE CORP
-$19.6K
0
-100%
增持
LOW
LOWES COS INC
-$19.4K
969
+1%
减持
IVV
ISHARES TR
-$19.3K
1,254
-5%
减持
XLP
SELECT SECTOR SPDR TR
-$19.1K
2,598
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$19.0K
24,029
+204%
增持
PANW
PALO ALTO NETWORKS INC
+$17.0K
1,382
+101%
增持
SCHX
SCHWAB STRATEGIC TR
+$16.4K
15,878
+206%
增持
AGGY
WISDOMTREE TR
-$16.3K
12,808
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$16.1K
40,642
+5%
建仓
—
ORIENTAL RISE HLDGS LTD
+$15.3K
10,000
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.9K
4,039
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$13.9K
8,748
+8%
增持
VTEB
VANGUARD MUN BD FDS
-$12.6K
99,785
+2%
增持
FITB
FIFTH THIRD BANCORP
-$12.2K
21,923
+0%
增持
F
FORD MTR CO
-$12.2K
27,973
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$10.1K
4,041
-2%
减持
AMC
AMC ENTMT HLDGS INC
-$9.6K
10,002
-8%
减持
FICO
FAIR ISAAC CORP
+$6.9K
187
-1%
减持
LYFT
LYFT INC
-$6.2K
12,115
-5%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$3.7K
3,434
+2%
增持
IJR
ISHARES TR
-$2.2K
2,838
+1%
增持
IJH
ISHARES TR
+$782
3,486
+0%
增持
ICSH
ISHARES TR
+$274
11,419
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$86
5,061
+1%
