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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 134 项
建仓 8
增持 55
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$14.9M
666,279
-2%
增持
VTI
VANGUARD INDEX FDS
-$11.5M
960,904
+1%
增持
NFRA
FLEXSHARES TR
+$10.1M
2,109,611
+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
DFAC
DIMENSIONAL ETF TRUST
-$8.4M
5,567,604
+0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.4M
8
减持
AAPL
APPLE INC
-$5.8M
149,258
-4%
减持
IWF
ISHARES TR
-$4.7M
115,020
-0%
减持
MCD
MCDONALDS CORP
+$4.6M
216,990
-0%
增持
BND
VANGUARD BD INDEX FDS
+$4.6M
1,686,655
+2%
增持
VXUS
VANGUARD STAR FDS
+$4.1M
1,196,493
+0%
减持
GWW
GRAINGER W W INC
-$3.0M
3,537
-43%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
46,916
-19%
减持
TLTD
FLEXSHARES TR
+$2.6M
464,908
-0%
减持
AVRE
AMERICAN CENTY ETF TR
-$2.3M
280,245
-18%
减持
IXUS
ISHARES TR
+$2.1M
884,262
-2%
增持
MSTR
MICROSTRATEGY INC
+$2.1M
17,073
+76%
减持
TILT
FLEXSHARES TR
-$1.9M
151,444
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
2,168,282
-2%
减持
AMZN
AMAZON COM INC
-$1.5M
33,896
-6%
清仓
RKLB
ROCKET LAB USA INC
-$1.4M
0
-100%
减持
ITOT
ISHARES TR
-$1.3M
161,841
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$661.4K
1,052,090
+2%
减持
IWM
ISHARES TR
-$659.4K
27,641
-1%
减持
WMT
WALMART INC
-$634.6K
32,553
-16%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$606.0K
15,663
-0%
减持
CME
CME GROUP INC
+$577.6K
19,824
-2%
减持
TSLA
TESLA INC
-$564.9K
2,863
-12%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$545.3K
66,019
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$541.0K
7,474
-52%
减持
VTEB
VANGUARD MUN BD FDS
-$533.2K
90,066
-10%
增持
MSFT
MICROSOFT CORP
-$526.9K
14,118
+2%
减持
GOOGL
ALPHABET INC
-$505.6K
4,417
-30%
减持
IAGG
ISHARES TR
-$447.1K
130,722
-7%
减持
IGF
ISHARES TR
-$421.2K
110,840
-11%
减持
AVGO
BROADCOM INC
-$399.1K
1,822
-40%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$349.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$312.0K
54,976
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$308.6K
4,017
-1%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$302.3K
67,600
+42%
建仓
WTFC
WINTRUST FINL CORP
+$296.8K
2,639
减持
VONE
VANGUARD SCOTTSDALE FDS
-$292.9K
20,292
-1%
清仓
ARW
ARROW ELECTRS INC
-$272.1K
0
-100%
增持
REET
ISHARES TR
+$252.3K
837,944
+0%
增持
AGG
ISHARES TR
+$246.6K
95,828
+1%
建仓
GDX
VANECK ETF TRUST
+$245.2K
5,335
增持
—
EXXON MOBIL CORP
+$241.4K
13,640
+6%
清仓
BAC
BANK AMERICA CORP
-$241.2K
0
-100%
清仓
LOW
LOWES COS INC
-$239.2K
0
-100%
建仓
COFS
CHOICEONE FINL SVCS INC
+$233.0K
8,100
建仓
CE
CELANESE CORP DEL
+$227.1K
4,000
清仓
VUG
VANGUARD INDEX FDS
-$218.4K
0
-100%
建仓
GLD
SPDR GOLD TR
+$215.0K
746
减持
ESGV
VANGUARD WORLD FD
-$207.4K
5,755
-22%
建仓
XLI
SELECT SECTOR SPDR TR
+$206.5K
1,576
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$206.1K
42,387
-2%
增持
ALL
ALLSTATE CORP
+$197.8K
2,418
+54%
减持
CBOE
CBOE GLOBAL MKTS INC
+$195.9K
6,376
-0%
减持
ZVIA
ZEVIA PBC
-$166.3K
20,000
-60%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$158.1K
15,396
-0%
减持
MRK
MERCK & CO INC
-$156.9K
9,410
-7%
减持
QQQ
INVESCO QQQ TR
-$153.4K
1,476
-11%
减持
JNJ
JOHNSON & JOHNSON
+$151.8K
8,874
-3%
增持
VOO
VANGUARD INDEX FDS
+$146.6K
2,305
+20%
减持
META
META PLATFORMS INC
-$141.2K
2,742
-7%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$140.3K
126,176
-7%
增持
DRI
DARDEN RESTAURANTS INC
+$139.9K
6,622
+0%
减持
KO
COCA COLA CO
+$139.8K
16,919
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.2K
5,034
-1%
减持
BA
BOEING CO
-$133.9K
1,544
-31%
减持
SPY
SPDR S&P 500 ETF TR
-$122.5K
4,014
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$118.9K
4,975
+0%
增持
ALK
ALASKA AIR GROUP INC
+$105.5K
19,540
+48%
减持
DIS
DISNEY WALT CO
-$93.2K
3,080
-14%
增持
CAT
CATERPILLAR INC
-$92.8K
2,860
+0%
增持
INTC
INTEL CORP
+$92.4K
32,850
+1%
增持
GE
GE AEROSPACE
+$91.2K
2,004
+8%
增持
—
ACCENTURE PLC IRELAND
-$90.9K
5,640
+7%
增持
AMGN
AMGEN INC
+$85.9K
1,668
+0%
增持
—
UNILEVER PLC
+$85.8K
26,084
+1%
增持
T
AT&T INC
+$73.2K
13,229
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$72.9K
17,747
-1%
增持
PG
PROCTER AND GAMBLE CO
+$71.8K
4,135
+10%
增持
ABEV
AMBEV SA
+$70.3K
50,000
+100%
增持
FITB
FIFTH THIRD BANCORP
-$67.5K
21,924
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
-$67.1K
32,776
+0%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$66.3K
10,065
减持
DFAI
DIMENSIONAL ETF TRUST
-$65.9K
18,791
-16%
减持
ABT
ABBOTT LABS
+$64.2K
3,753
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$63.0K
9,100
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$53.8K
5,573
-16%
增持
RWO
SPDR INDEX SHS FDS
+$50.5K
66,449
+0%
增持
GOOG
ALPHABET INC
-$49.9K
2,322
+7%
减持
V
VISA INC
-$46.6K
654
-25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.7K
8,331
+5%
减持
LLY
ELI LILLY & CO
-$45.7K
332
-20%
减持
COST
COSTCO WHSL CORP NEW
-$44.8K
3,840
-4%
减持
ABBV
ABBVIE INC
+$44.7K
3,415
-10%
减持
PTLO
PORTILLOS INC
+$40.3K
23,725
-8%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$40.2K
41,116
+1%
减持
CVX
CHEVRON CORP NEW
+$38.3K
3,173
-7%
增持
IWV
ISHARES TR
-$36.8K
2,335
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$32.9K
1,281
-7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$29.9K
10,429
-4%
增持
IJR
ISHARES TR
-$29.4K
2,845
+0%
减持
MUB
ISHARES TR
-$27.5K
19,354
-0%
增持
VTV
VANGUARD INDEX FDS
+$26.9K
2,184
+6%
增持
SCHB
SCHWAB STRATEGIC TR
-$24.8K
24,181
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.6K
697
+3%
增持
IVV
ISHARES TR
-$21.6K
1,276
+2%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$19.0K
5,473
-2%
增持
HD
HOME DEPOT INC
-$18.3K
1,209
+2%
增持
MA
MASTERCARD INCORPORATED
+$18.1K
816
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$17.4K
539
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$17.4K
5,315
+0%
减持
LYFT
LYFT INC
-$14.6K
11,938
-1%
增持
HON
HONEYWELL INTL INC
-$13.7K
1,039
+0%
增持
IJH
ISHARES TR
-$13.3K
3,495
+0%
减持
TV
GRUPO TELEVISA S A B
-$13.3K
50,000
-17%
增持
AGGY
WISDOMTREE TR
+$12.9K
12,955
+1%
增持
—
LINKERS INDS LTD
-$12.9K
30,000
+50%
增持
SCHX
SCHWAB STRATEGIC TR
-$12.7K
16,094
+1%
减持
MPC
MARATHON PETE CORP
+$11.2K
1,900
-0%
清仓
TMC
TMC THE METALS COMPANY INC
-$11.2K
0
-100%
增持
PFE
PFIZER INC
+$11.0K
9,945
+9%
减持
PEP
PEPSICO INC
-$10.7K
3,767
-0%
增持
CSCO
CISCO SYS INC
+$10.1K
3,882
+0%
增持
ICSH
ISHARES TR
+$7.3K
11,503
+1%
减持
QCOM
QUALCOMM INC
-$4.4K
17,070
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$4.3K
1,597
-2%
减持
—
GULF RES INC
-$4.3K
10,000
-50%
减持
XLP
SELECT SECTOR SPDR TR
+$4.2K
2,552
-2%
增持
LDI
LOANDEPOT INC
-$3.4K
40,000
+60%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$3.4K
3,451
+0%
减持
F
FORD MTR CO
-$2.2K
27,388
-2%
