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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 76
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$23.7M
944,996
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$15.6M
5,381,765
+0%
减持
IWB
ISHARES TR
+$14.6M
654,417
-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
AAPL
APPLE INC
+$8.2M
150,363
+2%
增持
NVDA
NVIDIA CORPORATION
+$6.3M
77,280
+50%
增持
VXUS
VANGUARD STAR FDS
+$5.0M
1,146,203
+0%
减持
IWF
ISHARES TR
+$4.9M
114,828
-0%
减持
IXUS
ISHARES TR
+$4.5M
916,702
-0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.4M
2,092,625
+0%
增持
NFRA
FLEXSHARES TR
+$4.0M
2,153,565
+1%
增持
BND
VANGUARD BD INDEX FDS
+$3.6M
1,725,971
+2%
增持
GOOGL
ALPHABET INC
+$2.4M
12,974
+203%
减持
TLTD
FLEXSHARES TR
+$2.4M
460,998
-0%
减持
TILT
FLEXSHARES TR
+$2.2M
184,195
-3%
减持
ITOT
ISHARES TR
+$2.0M
213,650
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.5M
55,627
+1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.4M
0
-100%
减持
MSTR
STRATEGY INC
-$1.4M
16,698
-0%
增持
MSFT
MICROSOFT CORP
+$1.3M
15,664
+15%
增持
AMZN
AMAZON COM INC
+$1.3M
40,024
+17%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.2M
11,110
+74%
减持
—
ACCENTURE PLC IRELAND
-$958.6K
2,864
-49%
增持
IWM
ISHARES TR
+$942.3K
35,523
+0%
建仓
—
CALEDONIA MNG CORP PLC
+$930.6K
25,699
清仓
VST
VISTRA CORP
-$890.9K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$861.6K
1,068,881
+2%
增持
REET
ISHARES TR
+$801.0K
844,361
+0%
减持
MCD
MCDONALDS CORP
+$722.5K
201,654
-3%
减持
CEG
CONSTELLATION ENERGY CORP
-$687.3K
974
-69%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$564.4K
9,812
增持
QQQ
INVESCO QQQ TR
+$562.0K
2,886
+36%
减持
VTEB
VANGUARD MUN BD FDS
-$537.3K
164,973
-8%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$520.1K
65,253
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$519.7K
49,378
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$509.9K
4,341
+13%
增持
META
META PLATFORMS INC
+$439.4K
2,903
+27%
增持
HD
HOME DEPOT INC
+$428.3K
2,155
+78%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$426.7K
23,036
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$391.0K
15,340
-1%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$387.5K
22,440
增持
AXP
AMERICAN EXPRESS CO
+$380.9K
1,939
+135%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$363.0K
40,513
-1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$356.5K
5,485
建仓
IFRA
ISHARES TR
+$342.4K
6,482
增持
ABBV
ABBVIE INC
+$333.8K
3,824
+29%
增持
GLD
SPDR GOLD TR
+$332.9K
1,583
+110%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$329.9K
2,039
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$302.2K
1,082
增持
V
VISA INC
+$299.6K
1,554
+139%
清仓
SPYV
SPDR SERIES TRUST
-$282.0K
0
-100%
减持
TSLA
TESLA INC
+$276.7K
2,898
-9%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$274.4K
14,399
-4%
减持
SCHF
SCHWAB STRATEGIC TR
-$273.1K
10,286
-56%
建仓
BIL
SPDR SERIES TRUST
+$272.1K
2,966
增持
JNJ
JOHNSON & JOHNSON
+$264.2K
4,865
+16%
增持
CAT
CATERPILLAR INC
+$263.7K
2,801
+1%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$259.4K
11,233
建仓
UPS
UNITED PARCEL SERVICE INC
+$253.7K
3,037
建仓
PFE
PFIZER INC
+$240.8K
9,449
建仓
USRT
ISHARES TR
+$237.4K
4,043
减持
GE
GE AEROSPACE
-$231.3K
2,157
-37%
建仓
ANET
ARISTA NETWORKS INC
+$226.7K
1,556
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$223.5K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$221.5K
14,533
+36%
清仓
CE
CELANESE CORP DEL
-$221.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$217.8K
4,217
+8%
清仓
IGIB
ISHARES TR
-$210.5K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$209.6K
2,139
减持
IGF
ISHARES TR
+$206.4K
111,329
-0%
建仓
XLV
SELECT SECTOR SPDR TR
+$205.6K
1,477
建仓
HYG
ISHARES TR
+$203.8K
2,510
增持
ORCL
ORACLE CORP
+$202.7K
1,593
+42%
增持
DFAU
DIMENSIONAL ETF TRUST
+$200.5K
58,932
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$200.1K
1,196
增持
IAGG
ISHARES TR
+$186.0K
124,141
+3%
增持
DRI
DARDEN RESTAURANTS INC
-$182.5K
6,626
+0%
减持
AVGO
BROADCOM INC
+$176.9K
4,187
-4%
增持
CI
THE CIGNA GROUP
-$176.3K
4,186
+0%
增持
LLY
ELI LILLY & CO
+$169.4K
614
+60%
减持
GOOG
ALPHABET INC
+$157.4K
2,396
-0%
增持
QCOM
QUALCOMM INC
+$157.3K
17,290
+1%
减持
VOO
VANGUARD INDEX FDS
-$135.5K
2,358
-15%
增持
HOOD
ROBINHOOD MKTS INC
+$130.2K
2,400
+5%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$125.1K
77,527
+0%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$121.2K
0
-100%
减持
WMT
WALMART INC
+$109.7K
31,578
-2%
增持
LRCX
LAM RESEARCH CORP
+$106.6K
2,383
+9%
增持
PTLO
PORTILLOS INC
+$101.8K
58,745
+147%
增持
—
EATON CORP PLC
+$97.8K
5,416
+0%
减持
RWO
SPDR INDEX SHS FDS
+$97.5K
66,212
-0%
增持
CME
CME GROUP INC
-$96.9K
18,105
+0%
减持
AGG
ISHARES TR
+$92.6K
90,901
-0%
增持
—
EXXON MOBIL CORP
+$91.6K
13,351
+2%
增持
GLDM
WORLD GOLD TR
+$90.9K
5,467
+10%
增持
CSCO
CISCO SYS INC
+$89.6K
5,171
+36%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$81.0K
0
-100%
减持
LYFT
LYFT INC
+$79.4K
16,069
-8%
增持
LW
LAMB WESTON HLDGS INC
+$78.9K
12,419
+0%
增持
GWW
GRAINGER W W INC
-$78.9K
928
+0%
增持
NFLX
NETFLIX INC
-$74.6K
599
+1%
增持
GEV
GE VERNOVA INC
+$71.8K
591
+7%
减持
IJR
ISHARES TR
-$71.6K
3,478
-22%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$70.7K
11,603
-11%
减持
FICO
FAIR ISAAC CORP
-$70.5K
174
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$69.0K
5,022
+1%
增持
IWV
ISHARES TR
+$67.6K
2,346
+0%
增持
VGT
VANGUARD WORLD FD
+$63.3K
622
+3%
增持
MUB
ISHARES TR
+$62.8K
18,964
+1%
增持
KO
COCA COLA CO
-$61.5K
16,789
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$56.6K
800
+14%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$53.2K
5,732
+5%
增持
CVX
CHEVRON CORP NEW
+$51.9K
3,875
+1%
增持
MPC
MARATHON PETE CORP
+$51.4K
1,904
+0%
增持
ESGV
VANGUARD WORLD FD
+$51.2K
5,344
+1%
增持
CL
COLGATE PALMOLIVE CO
-$50.5K
4,846
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$45.7K
5,324
-22%
增持
SCHB
SCHWAB STRATEGIC TR
+$44.5K
23,503
+0%
减持
AVRE
AMERICAN CENTY ETF TR
+$43.3K
304,321
-0%
减持
MRK
MERCK & CO INC
+$41.8K
9,013
-0%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$39.9K
3,809
-13%
减持
DIS
DISNEY WALT CO
-$39.9K
2,802
-4%
增持
PEP
PEPSICO INC
+$37.6K
3,306
+2%
增持
—
UNILEVER PLC
-$36.8K
26,596
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$34.8K
42,062
+1%
增持
COST
COSTCO WHSL CORP NEW
+$34.1K
4,145
+8%
增持
F
FORD MTR CO
+$33.7K
27,629
+1%
清仓
PLUG
PLUG POWER INC
-$32.2K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$32.2K
67,964
-6%
增持
LOW
LOWES COS INC
+$31.2K
949
+2%
清仓
—
VIVID SEATS INC
-$25.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$22.6K
4,608
+1%
增持
KMX
CARMAX INC
-$22.0K
7,000
+40%
减持
LMT
LOCKHEED MARTIN CORP
+$21.8K
701
-1%
增持
BA
BOEING CO
+$21.0K
1,570
+3%
增持
WFC
WELLS FARGO CO NEW
+$19.1K
3,313
+3%
减持
DELL
DELL TECHNOLOGIES INC
+$18.7K
1,754
-7%
减持
FITB
FIFTH THIRD BANCORP
-$17.9K
19,517
-10%
减持
IYW
ISHARES TR
+$17.7K
1,158
-4%
增持
HON
HONEYWELL INTL INC
-$17.7K
1,070
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$17.7K
2,870
+12%
减持
INTC
INTEL CORP
-$17.6K
19,343
-35%
增持
MA
MASTERCARD INCORPORATED
+$16.8K
808
+3%
减持
SCHX
SCHWAB STRATEGIC TR
+$16.0K
16,907
-4%
减持
LDI
LOANDEPOT INC
+$14.3K
15,000
-40%
减持
XLI
SELECT SECTOR SPDR TR
-$12.3K
1,518
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$12.2K
7,832
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$12.0K
18,541
+1%
增持
IJH
ISHARES TR
+$12.0K
3,514
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$10.7K
1,559
+2%
清仓
—
WOLFSPEED INC
-$10.0K
0
-100%
