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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 60
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$11.0M
957,838
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.4M
5,480,371
+2%
减持
IWB
ISHARES TR
+$3.2M
649,033
-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
NFRA
FLEXSHARES TR
+$3.1M
2,290,009
+6%
减持
MSTR
STRATEGY INC
-$2.9M
16,224
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.8M
2,090,889
-0%
减持
TILT
FLEXSHARES TR
-$2.7M
168,556
-8%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
1,765,970
+2%
减持
VXUS
VANGUARD STAR FDS
+$2.3M
1,146,159
-0%
增持
IXUS
ISHARES TR
+$1.9M
917,126
+0%
减持
TLTD
FLEXSHARES TR
+$1.7M
459,789
-0%
清仓
—
UNILEVER PLC
-$1.6M
0
-100%
建仓
UL
UNILEVER PLC
+$1.5M
23,640
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$1.3M
0
-100%
减持
AAPL
APPLE INC
+$1.1M
144,979
-4%
增持
VOO
VANGUARD INDEX FDS
+$988.0K
3,878
+64%
清仓
—
CALEDONIA MNG CORP PLC
-$930.6K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$750.0K
7
-13%
增持
—
ACCENTURE PLC IRELAND
+$739.3K
5,388
+88%
增持
ITOT
ISHARES TR
+$730.2K
214,193
+0%
减持
WMT
WALMART INC
-$662.7K
23,263
-26%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$655.0K
1,107,654
+4%
减持
NVDA
NVIDIA CORPORATION
-$619.8K
73,990
-4%
清仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$612.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$563.7K
3,738
+30%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$547.7K
3,407
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$520.1K
0
-100%
增持
MSFT
MICROSOFT CORP
-$501.3K
15,740
+0%
建仓
CAOS
EA SERIES TRUST
+$499.2K
5,561
减持
IWF
ISHARES TR
+$495.5K
114,689
-0%
增持
REET
ISHARES TR
-$412.0K
848,493
+0%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$387.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$381.8K
199,257
-1%
增持
MU
MICRON TECHNOLOGY INC
+$381.0K
2,036
+70%
减持
COST
COSTCO WHSL CORP NEW
-$375.3K
4,014
-3%
减持
GOOGL
ALPHABET INC
+$364.6K
11,242
-13%
建仓
FCX
FREEPORT-MCMORAN INC
+$355.4K
6,998
减持
AVGO
BROADCOM INC
-$323.1K
3,057
-27%
减持
AGG
ISHARES TR
-$318.9K
88,045
-3%
减持
AMZN
AMAZON COM INC
+$297.5K
39,362
-2%
建仓
EQX
EQUINOX GOLD CORP
+$296.5K
21,120
增持
—
EATON CORP PLC
-$291.7K
5,448
+1%
增持
CAT
CATERPILLAR INC
+$288.6K
2,837
+1%
增持
AVRE
AMERICAN CENTY ETF TR
+$280.5K
317,407
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$274.1K
55,306
-1%
清仓
BIL
SPDR SERIES TRUST
-$272.1K
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC
+$264.4K
180,286
-3%
减持
GWW
WW GRAINGER INC
-$252.7K
626
-33%
建仓
MCHI
ISHARES TR
+$240.3K
4,000
减持
DRI
DARDEN RESTAURANTS INC
-$234.8K
5,579
-16%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$226.4K
2,970
增持
GOOG
ALPHABET INC
+$222.3K
2,568
+7%
建仓
MS
MORGAN STANLEY
+$221.9K
1,250
清仓
URI
UNITED RENTALS INC
-$221.8K
0
-100%
建仓
BBWI
BATH & BODY WORKS INC
+$214.0K
10,657
清仓
UBER
UBER TECHNOLOGIES INC
-$209.6K
0
-100%
增持
NFLX
NETFLIX INC
-$205.4K
5,469
+813%
清仓
HYG
ISHARES TR
-$203.8K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$203.8K
2,845
建仓
—
CARNIVAL CORP
+$203.6K
6,666
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$203.5K
7,631
-34%
增持
LLY
ELI LILLY & CO
+$192.1K
615
+0%
减持
MRK
MERCK & CO INC
+$176.5K
8,863
-2%
增持
META
META PLATFORMS INC
-$174.8K
2,965
+2%
增持
IWM
ISHARES TR
+$168.1K
35,600
+0%
增持
LW
LAMB WESTON HLDGS INC
-$159.2K
13,419
+8%
减持
ICSH
ISHARES TR
-$153.7K
8,077
-27%
减持
HD
HOME DEPOT INC
-$134.8K
2,146
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$133.4K
13,030
-30%
增持
ORCL
ORACLE CORP
-$118.1K
1,693
+6%
减持
PG
PROCTER AND GAMBLE CO
-$110.7K
2,964
-15%
减持
GIS
GENERAL MLS INC
-$109.8K
20,928
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$109.0K
9,257
+18%
增持
JNJ
JOHNSON & JOHNSON
+$107.4K
4,878
+0%
减持
—
EXXON MOBIL CORP
+$101.3K
13,350
-0%
减持
T
AT&T INC
-$93.0K
11,111
-15%
增持
CEG
CONSTELLATION ENERGY CORP
+$93.0K
1,171
+20%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$88.9K
49,427
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$87.3K
67,115
-1%
减持
INTC
INTEL CORP
-$86.2K
15,252
-21%
减持
AMD
ADVANCED MICRO DEVICES INC
+$86.0K
1,942
-5%
增持
KO
COCA COLA CO
+$80.6K
17,079
+2%
增持
GLD
SPDR GOLD TR
+$78.1K
1,617
+2%
增持
BA
BOEING CO
+$72.4K
1,894
+21%
减持
ABT
ABBOTT LABS
-$70.9K
2,997
-10%
增持
AMGN
AMGEN INC
+$68.7K
1,500
+0%
减持
AXP
AMERICAN EXPRESS CO
+$68.7K
1,927
-1%
增持
IGF
ISHARES TR
+$68.4K
112,008
+1%
增持
CBOE
CBOE GLOBAL MKTS INC
+$64.9K
11,114
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.5K
5,163
-1%
增持
IAGG
ISHARES TR
-$63.3K
125,904
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$61.4K
58,935
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$59.1K
39,509
-2%
减持
DIS
DISNEY WALT CO
-$58.2K
2,309
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$57.3K
8,410
-8%
减持
CI
THE CIGNA GROUP
-$55.9K
4,181
-0%
增持
CME
CME GROUP INC
+$53.8K
18,110
+0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$53.4K
42,513
+1%
减持
CVX
CHEVRON CORP NEW
-$53.4K
3,598
-7%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.6K
2,027
-33%
减持
LRCX
LAM RESEARCH CORP
+$49.0K
2,151
-10%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$48.0K
13,954
-3%
增持
VTV
VANGUARD INDEX FDS
+$46.1K
2,221
+10%
增持
CSCO
CISCO SYS INC
+$45.5K
5,184
+0%
清仓
BGS
B & G FOODS INC NEW
-$44.3K
0
-100%
增持
ESGV
VANGUARD WORLD FD
+$43.5K
5,592
+5%
减持
LYFT
LYFT INC
-$42.6K
16,059
-0%
增持
MUB
ISHARES TR
+$41.7K
19,244
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$41.1K
4,301
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$39.6K
4,139
-2%
减持
FITB
FIFTH THIRD BANCORP
+$38.7K
19,401
-1%
增持
F
FORD MTR CO
+$37.8K
28,067
+2%
减持
QCOM
QUALCOMM INC
+$37.2K
17,033
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$34.8K
1,553
+5%
增持
KMX
CARMAX INC
+$33.7K
9,000
+29%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$30.8K
5,034
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$29.8K
10,224
+4%
增持
IVV
ISHARES TR
+$29.3K
1,328
+1%
减持
TSLA
TESLA INC
-$26.9K
2,806
-3%
减持
WFC
WELLS FARGO CO NEW
+$26.6K
3,265
-1%
增持
GEV
GE VERNOVA INC
+$26.1K
596
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$24.8K
1,578
+1%
减持
ALL
ALLSTATE CORP
-$24.6K
2,072
-2%
增持
IWV
ISHARES TR
+$21.1K
2,353
+0%
减持
GLDM
WORLD GOLD TR
+$20.8K
5,139
-6%
增持
PEP
PEPSICO INC
+$18.4K
3,363
+2%
增持
DELL
DELL TECHNOLOGIES INC
-$18.2K
1,831
+4%
增持
ANET
ARISTA NETWORKS INC
-$17.6K
1,596
+3%
增持
BAC
BANK AMERICA CORP
+$17.3K
4,637
+1%
增持
V
VISA INC
+$17.3K
1,562
+1%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$16.5K
10,473
-7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$15.6K
14,225
-2%
建仓
UHG
UNITED HOMES GROUP INC
+$15.6K
10,000
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$15.3K
15,181
-1%
建仓
SLQT
SELECTQUOTE INC
+$14.1K
10,000
清仓
—
LINKERS INDS LTD
-$13.9K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$13.7K
781
-3%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$13.3K
5,725
-0%
减持
LOW
LOWES COS INC
-$11.3K
942
-1%
减持
PFE
PFIZER INC
-$10.2K
9,261
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$9.7K
9,556
-7%
增持
LMT
LOCKHEED MARTIN CORP
-$9.6K
703
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$9.0K
16,215
-4%
建仓
BYND
BEYOND MEAT INC
+$8.3K
10,119
减持
GE
GE AEROSPACE
-$8.0K
2,081
-4%
增持
ABBV
ABBVIE INC
-$7.6K
3,842
+0%
建仓
—
STRIVE INC
+$7.5K
10,102
增持
XLI
SELECT SECTOR SPDR TR
+$7.1K
1,555
+2%
增持
HOOD
ROBINHOOD MKTS INC
+$6.5K
3,096
+29%
增持
IJR
ISHARES TR
+$6.1K
3,489
+0%
