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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 60
减持 58
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$11.9M
646,320
-0%
增持
VTI
VANGUARD INDEX FDS
-$10.1M
969,374
+1%
增持
NFRA
FLEXSHARES TR
+$8.8M
2,304,218
+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。
减持
IWF
ISHARES TR
-$5.4M
114,564
-0%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
101,971
+38%
减持
AAPL
APPLE INC
-$3.4M
142,016
-2%
减持
TILT
FLEXSHARES TR
-$2.4M
163,533
-3%
增持
VXUS
VANGUARD STAR FDS
+$2.2M
1,149,849
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
2,065,674
-1%
增持
MSFT
MICROSOFT CORP
-$1.6M
16,209
+3%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
66,013
+19%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
5,546,947
+1%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
8,310
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.0M
1,092,406
-1%
减持
AMZN
AMAZON COM INC
-$981.1K
38,913
-1%
减持
IXUS
ISHARES TR
+$898.1K
906,322
-1%
建仓
AMAT
APPLIED MATLS INC
+$832.4K
2,435
增持
ITOT
ISHARES TR
-$771.9K
218,187
+2%
减持
GOOGL
ALPHABET INC
-$764.4K
9,578
-15%
增持
QCOM
QUALCOMM INC
-$719.6K
17,037
+0%
增持
LRCX
LAM RESEARCH CORP
+$694.4K
4,973
+131%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$673.1K
2,937
-29%
减持
—
EXXON MOBIL CORP
+$641.5K
13,251
-1%
减持
AVGO
BROADCOM INC
-$615.8K
1,429
-53%
减持
VOO
VANGUARD INDEX FDS
-$605.1K
3,057
-21%
减持
IGF
ISHARES TR
+$601.0K
111,550
-0%
增持
MU
MICRON TECHNOLOGY INC
+$600.7K
3,498
+72%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$547.7K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$543.8K
4,548
-16%
减持
COST
COSTCO WHOLESALE CORPORATION
+$538.1K
4,013
-0%
增持
CAOS
EA SERIES TRUST
+$507.6K
11,093
+99%
减持
WMT
WALMART INC
-$449.2K
17,240
-26%
减持
TLTD
FLEXSHARES TR
+$429.1K
458,202
-0%
增持
CME
CME GROUP INC
+$405.4K
18,117
+0%
建仓
VTES
VANGUARD WELLINGTON FD
+$396.6K
3,921
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$364.0K
2,050
+89%
增持
T
AT&T INC
+$362.4K
22,022
+98%
减持
QQQ
INVESCO QQQ TR
-$359.6K
3,355
-10%
减持
MUB
ISHARES TR
-$344.3K
16,175
-16%
减持
CBOE
CBOE GLOBAL MKTS INC
+$330.4K
11,100
-0%
减持
TSLA
TESLA INC
-$329.9K
2,507
-11%
增持
BND
VANGUARD BD INDEX FDS
-$320.0K
1,771,936
+0%
清仓
EQX
EQUINOX GOLD CORP
-$296.5K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$294.2K
0
-100%
减持
AGG
ISHARES TR
-$277.3K
85,793
-3%
增持
VONE
VANGUARD SCOTTSDALE FDS
-$275.8K
22,670
+1%
减持
CAT
CATERPILLAR INC
+$261.4K
2,663
-6%
建仓
—
ASML HLDG NV
+$258.9K
196
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$256.4K
5,252
+2%
清仓
BAC
BANK AMERICA CORP
-$255.0K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$251.5K
4,123
-4%
清仓
GDDY
GODADDY INC
-$248.2K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$246.9K
4,030
建仓
BMOP
BNY MELLON ETF TRUST II
+$241.9K
9,823
清仓
PANW
PALO ALTO NETWORKS INC
-$241.5K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$241.3K
0
-100%
建仓
INTU
INTUIT
+$236.9K
548
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$235.0K
39,283
-1%
建仓
COP
CONOCOPHILLIPS
+$227.0K
1,719
增持
META
META PLATFORMS INC
-$225.3K
3,027
+2%
建仓
PSX
PHILLIPS 66
+$222.8K
1,223
增持
REET
ISHARES TR
+$216.0K
850,332
+0%
建仓
VIAV
VIAVI SOLUTIONS INC
+$214.9K
6,457
建仓
IDA
IDACORP INC
+$213.6K
1,494
增持
GEV
GE VERNOVA INC
+$212.8K
690
+16%
清仓
IVW
ISHARES TR
-$211.6K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$209.1K
0
-100%
清仓
—
CARNIVAL CORP
-$203.6K
0
-100%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$202.4K
15,178
-0%
清仓
UPS
UNITED PARCEL SERVICE INC
-$201.1K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$199.4K
3,614
+0%
增持
JNJ
JOHNSON & JOHNSON
+$184.7K
4,885
+0%
建仓
FMC
FMC CORP
+$172.2K
10,000
减持
GOOG
ALPHABET INC
-$169.6K
2,218
-14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$168.5K
5,472
+0%
减持
AXP
AMERICAN EXPRESS CO
-$158.6K
1,832
-5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$157.2K
10,709
+40%
清仓
TV
GRUPO TELEVISA S A B
-$145.5K
0
-100%
建仓
—
HELEN OF TROY LTD
+$144.2K
10,000
建仓
CLW
CLEARWATER PAPER CORP
+$143.8K
10,000
减持
CEG
CONSTELLATION ENERGY CORP
-$141.8K
974
-17%
减持
HOOD
ROBINHOOD MKTS INC
-$139.7K
3,037
-2%
增持
GLD
SPDR GOLD TR
+$136.3K
1,806
+12%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$136.0K
13,152
+29%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$126.9K
7,045
-24%
清仓
ABEV
AMBEV SA
-$123.5K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$118.6K
1,591
+1%
增持
DELL
DELL TECHNOLOGIES INC
+$117.6K
2,121
+16%
减持
V
VISA INC
-$115.9K
1,429
-9%
减持
AVRE
AMERICAN CENTY ETF TR
+$115.8K
316,505
-0%
增持
FCX
FREEPORT MCMORAN INC
+$112.3K
7,958
+14%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$110.3K
12,683
-9%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$110.0K
10,500
增持
KO
COCA COLA CO
+$105.4K
17,086
+0%
建仓
SPDN
DIREXION SHARES ETF TRUST
+$104.9K
10,547
减持
FITB
FIFTH THIRD BANCORP
-$104.8K
17,291
-11%
减持
MCD
MCDONALDS CORP
-$104.1K
195,614
-2%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$87.5K
5,732
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$86.1K
705
+0%
增持
LLY
ELI LILLY & CO
-$84.6K
627
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$81.9K
2,447
+26%
增持
ALK
ALASKA AIR GROUP INC
+$78.9K
28,867
+48%
减持
VZ
VERIZON COMMUNICATIONS INC
+$76.9K
8,356
-1%
增持
ORCL
ORACLE CORP
-$73.2K
1,746
+3%
减持
ABT
ABBOTT LABORATORIES
-$69.2K
2,984
-0%
减持
IWM
ISHARES TR
-$65.2K
35,073
-1%
增持
WTFC
WINTRUST FINL CORP
+$63.3K
2,769
+20%
减持
ICSH
ISHARES TR
-$61.8K
6,849
-15%
减持
INTC
INTEL CORP
+$60.7K
14,128
-7%
减持
MRK
MERCK & CO INC
+$58.8K
8,244
-7%
减持
BA
BOEING CO
-$58.5K
1,772
-6%
增持
MA
MASTERCARD INCORPORATED
-$54.6K
783
+0%
减持
IAGG
ISHARES TR
-$51.8K
124,794
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$51.2K
12,432
-5%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$50.7K
42,977
+1%
减持
DRI
DARDEN RESTAURANTS INC
-$50.1K
4,981
-11%
增持
UNH
UNITEDHEALTH GROUP INC
-$49.6K
855
+0%
减持
WFC
WELLS FARGO & CO
-$46.3K
3,241
-1%
增持
F
FORD MTR CO
-$44.3K
28,071
+0%
增持
BY
BYLINE BANCORP INC
+$43.7K
16,040
+1%
减持
CI
THE CIGNA GROUP
-$41.9K
4,157
-1%
增持
PEP
PEPSICO INC
+$41.3K
3,374
+0%
减持
DIS
DISNEY WALT CO
-$40.5K
2,306
-0%
增持
ABBV
ABBVIE INC
-$38.6K
3,859
+0%
增持
AMGN
AMGEN INC
+$38.0K
1,503
+0%
清仓
GGB
GERDAU SA
-$36.9K
0
-100%
增持
PFE
PFIZER INC
+$36.9K
9,525
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$36.8K
1,388
-11%
增持
IWV
ISHARES TR
-$36.3K
2,358
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$36.1K
22,871
-2%
增持
IFRA
ISHARES TR
+$31.8K
6,581
+0%
建仓
ANGX
ANGEL STUDIOS INC
+$30.5K
10,000
增持
ESGV
VANGUARD WORLD FD
-$29.1K
5,766
+3%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$27.5K
3,498
-10%
增持
HD
HOME DEPOT INC
-$27.0K
2,163
+1%
减持
ALL
ALLSTATE CORP
-$26.6K
1,952
-6%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$21.4K
5,047
+0%
减持
NFLX
NETFLIX INC.
-$21.4K
5,111
-7%
增持
IYW
ISHARES TR
-$21.1K
1,159
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$20.5K
66,178
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$20.2K
16,230
+0%
增持
STKS
THE ONE GROUP HOSPITALITY IN
+$18.4K
30,000
+50%
清仓
—
NOODLES & CO
-$17.6K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$17.4K
165,934
+1%
减持
AGGY
WISDOMTREE TR
-$16.2K
12,783
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$15.5K
3,572
+20%
增持
MS
MORGAN STANLEY
-$11.0K
1,281
+2%
增持
USRT
ISHARES TR
+$10.0K
4,125
+0%
减持
XLP
SELECT SECTOR SPDR TR
+$8.7K
2,836
-2%
增持
IJH
ISHARES TR
+$8.5K
3,576
+1%
