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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 56
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$22.3M
942,276
-2%
减持
IWB
ISHARES TR
+$20.2M
661,216
-1%
增持
TILT
FLEXSHARES TR
+$11.2M
189,300
+25%
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
NFRA
FLEXSHARES TR
+$9.9M
2,124,810
+1%
增持
IXUS
ISHARES TR
+$9.4M
920,678
+4%
增持
ITOT
ISHARES TR
+$9.3M
215,327
+33%
减持
DFAC
DIMENSIONAL ETF TRUST
+$8.3M
5,357,309
-4%
增持
IWF
ISHARES TR
+$7.3M
115,114
+0%
减持
MCD
MCDONALDS CORP
-$7.2M
207,270
-4%
减持
VXUS
VANGUARD STAR FDS
+$4.9M
1,146,169
-4%
减持
DFAX
DIMENSIONAL ETF TRUST
+$4.5M
2,086,502
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$4.3M
179,431
+99%
减持
TLTD
FLEXSHARES TR
+$3.7M
461,646
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
51,649
+10%
减持
AAPL
APPLE INC
-$3.0M
146,797
-2%
减持
GWW
GRAINGER W W INC
-$2.5M
926
-74%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
55,209
+0%
增持
IWM
ISHARES TR
+$2.1M
35,465
+28%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.9M
72,394
+285%
减持
MSTR
MICROSTRATEGY INC
+$1.9M
16,775
-2%
减持
MSFT
MICROSOFT CORP
+$1.5M
13,649
-3%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.4M
305,545
+9%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.4M
23,279
+15%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
58,929
+80%
增持
AMZN
AMAZON COM INC
+$1.1M
34,257
+1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.0M
49,420
-25%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.0M
3,123
增持
AVGO
BROADCOM INC
+$899.3K
4,369
+140%
建仓
VST
VISTRA CORP
+$890.9K
4,597
增持
BND
VANGUARD BD INDEX FDS
+$838.0K
1,693,913
+0%
减持
JNJ
JOHNSON & JOHNSON
-$833.9K
4,176
-53%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$642.2K
1,050,398
-0%
增持
IGF
ISHARES TR
+$538.4K
111,454
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$512.5K
23,191
增持
GE
GE AEROSPACE
+$479.2K
3,420
+71%
增持
QQQ
INVESCO QQQ TR
+$478.6K
2,122
+44%
减持
AGG
ISHARES TR
-$459.1K
90,929
-5%
增持
REET
ISHARES TR
+$452.3K
841,329
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$396.4K
15,450
-1%
增持
VOO
VANGUARD INDEX FDS
+$394.7K
2,781
+21%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$379.5K
13,019
+134%
减持
IAGG
ISHARES TR
-$361.0K
120,841
-8%
建仓
GLDM
WORLD GOLD TR
+$327.1K
4,992
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$294.7K
6,789
-9%
建仓
GEV
GE VERNOVA INC
+$291.6K
551
减持
WMT
WALMART INC
+$286.9K
32,161
-1%
建仓
SPYV
SPDR SERIES TRUST
+$282.0K
5,387
减持
CME
CME GROUP INC
-$270.3K
18,100
-9%
增持
TSLA
TESLA INC
+$270.1K
3,186
+11%
建仓
AXP
AMERICAN EXPRESS CO
+$263.2K
825
清仓
PFE
PFIZER INC
-$252.0K
0
-100%
增持
NFLX
NETFLIX INC
+$246.3K
592
+1%
建仓
ORCL
ORACLE CORP
+$245.3K
1,122
清仓
GDX
VANECK ETF TRUST
-$245.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$237.1K
3,916
-3%
建仓
VUG
VANGUARD INDEX FDS
+$234.6K
535
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$234.2K
18,324
+3%
建仓
DELL
DELL TECHNOLOGIES INC
+$230.0K
1,876
建仓
URI
UNITED RENTALS INC
+$226.0K
300
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$223.5K
4,518
建仓
IVW
ISHARES TR
+$215.5K
1,958
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$215.4K
4,977
-1%
建仓
BAC
BANK AMERICA CORP
+$215.2K
4,547
建仓
HOOD
ROBINHOOD MKTS INC
+$213.5K
2,280
减持
CRWD
CROWDSTRIKE HLDGS INC
+$212.1K
1,522
-5%
建仓
IGIB
ISHARES TR
+$210.5K
3,951
建仓
IYW
ISHARES TR
+$209.1K
1,207
减持
—
EXXON MOBIL CORP
-$208.5K
13,114
-4%
建仓
LOW
LOWES COS INC
+$207.3K
934
增持
IJR
ISHARES TR
+$187.4K
4,437
+56%
减持
PG
PROCTER AND GAMBLE CO
-$175.6K
3,321
-20%
增持
IVV
ISHARES TR
+$171.1K
1,430
+12%
增持
COST
COSTCO WHSL CORP NEW
+$170.1K
3,841
+0%
减持
ABBV
ABBVIE INC
-$163.8K
2,972
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$156.7K
40,941
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$145.4K
704
+1%
减持
PEP
PEPSICO INC
-$138.2K
3,231
-14%
减持
SPY
SPDR S&P 500 ETF TR
+$136.3K
3,855
-4%
增持
LYFT
LYFT INC
+$132.6K
17,403
+46%
减持
MRK
MERCK & CO INC
-$130.0K
9,029
-4%
减持
CAT
CATERPILLAR INC
+$129.7K
2,764
-3%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$122.4K
41,601
+1%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$121.2K
15,950
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$118.2K
0
-100%
减持
META
META PLATFORMS INC
+$112.5K
2,294
-16%
减持
AMGN
AMGEN INC
-$104.8K
1,486
-11%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$99.8K
9,250
-8%
增持
QCOM
QUALCOMM INC
+$96.9K
17,073
+0%
减持
—
ACCENTURE PLC IRELAND
-$95.1K
5,570
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$87.4K
708
+31%
减持
MUB
ISHARES TR
-$84.0K
18,728
-3%
增持
IWV
ISHARES TR
+$80.0K
2,341
+0%
减持
INTC
INTEL CORP
-$79.4K
29,759
-9%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$77.2K
77,500
+15%
增持
VGT
VANGUARD WORLD FD
+$75.9K
605
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$74.0K
17,567
+9%
建仓
NEO
NEOGENOMICS INC
+$73.1K
10,000
减持
GOOGL
ALPHABET INC
+$71.3K
4,280
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$68.1K
6,624
+0%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$67.8K
4,403
+28%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$65.6K
14,936
-3%
增持
GOOG
ALPHABET INC
+$63.2K
2,401
+3%
增持
—
UNILEVER PLC
+$60.2K
26,377
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$57.0K
4,988
+0%
减持
DIS
DISNEY WALT CO
+$56.8K
2,909
-6%
建仓
FIGS
FIGS INC
+$56.4K
10,000
减持
BA
BOEING CO
+$54.5K
1,517
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$49.7K
1,311
+2%
减持
ABT
ABBOTT LABS
-$47.4K
3,312
-12%
增持
CBOE
CBOE GLOBAL MKTS INC
+$45.0K
6,380
+0%
清仓
ZVIA
ZEVIA PBC
-$43.2K
0
-100%
建仓
BGS
B & G FOODS INC NEW
+$42.3K
10,000
减持
LRCX
LAM RESEARCH CORP
-$40.3K
2,183
-37%
增持
XLI
SELECT SECTOR SPDR TR
+$39.9K
1,671
+6%
减持
SCHB
SCHWAB STRATEGIC TR
+$39.2K
23,491
-3%
减持
CL
COLGATE PALMOLIVE CO
-$38.4K
4,817
-5%
减持
ALL
ALLSTATE CORP
-$38.3K
2,297
-5%
减持
KO
COCA COLA CO
-$36.8K
16,606
-2%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$36.8K
125,976
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$33.7K
8,018
-4%
建仓
PLUG
PLUG POWER INC
+$32.2K
21,625
清仓
—
EVENTBRITE INC
-$31.6K
0
-100%
建仓
DNUT
KRISPY KREME INC
+$29.1K
10,000
清仓
AMC
AMC ENTMT HLDGS INC
-$28.7K
0
-100%
减持
FITB
FIFTH THIRD BANCORP
+$28.0K
21,575
-2%
减持
ICSH
ISHARES TR
-$27.0K
10,967
-5%
增持
WFC
WELLS FARGO CO NEW
+$26.9K
3,228
+0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$26.5K
5,479
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$25.6K
5,177
-3%
增持
LLY
ELI LILLY & CO
+$25.5K
384
+16%
建仓
—
VIVID SEATS INC
+$25.4K
15,000
减持
CSCO
CISCO SYS INC
+$24.6K
3,808
-2%
增持
HON
HONEYWELL INTL INC
+$22.9K
1,043
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$22.7K
9,014
-1%
减持
F
FORD MTR CO
+$22.1K
27,352
-0%
增持
CVX
CHEVRON CORP NEW
+$19.1K
3,840
+21%
减持
ESGV
VANGUARD WORLD FD
+$18.1K
5,306
-8%
减持
LDI
LOANDEPOT INC
-$15.8K
25,000
-38%
增持
GLD
SPDR GOLD TR
+$14.9K
754
+1%
减持
FICO
FAIR ISAAC CORP
-$14.0K
181
-3%
增持
IJH
ISHARES TR
+$13.4K
3,504
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.4K
10,700
+3%
减持
WTFC
WINTRUST FINL CORP
-$11.8K
2,299
-13%
建仓
—
WOLFSPEED INC
+$10.0K
25,000
增持
CI
THE CIGNA GROUP
+$6.9K
4,183
+0%
增持
PTLO
PORTILLOS INC
-$5.0K
23,745
+0%
减持
MA
MASTERCARD INCORPORATED
-$4.4K
788
-3%
增持
AGGY
WISDOMTREE TR
+$3.5K
12,976
+0%
减持
VTV
VANGUARD INDEX FDS
-$3.0K
2,117
-3%
减持
V
VISA INC
+$2.0K
651
-0%
