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CAHILL FINANCIAL ADVISORS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CAHILL FINANCIAL ADVISORS INC
报告期 2026-03-31 · CIK 0001600327
持仓数
286
前50大市值合计
$711.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 76
增持 40
减持 34
方向
标的
Δ市值
现股数(环比)
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$5.5M
77,606
+255%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$3.9M
150,886
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$3.4M
82,442
+470%
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
EFG
ISHARES MSCI EAFE GROWTH ETF
+$2.5M
33,389
+249%
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$2.2M
219,730
+17%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$2.2M
26,949
+425%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$2.0M
144,071
-12%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.6M
258,984
-9%
建仓
IXG
ISHARES GLOBAL FINANCIALS ETF
+$1.5M
18,885
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.2M
25,237
+83%
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$1.2M
146,700
+87%
建仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$1.2M
22,355
建仓
TIP
ISHARES TIPS BOND ETF
+$1.2M
9,313
建仓
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
+$1.2M
32,955
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$1.2M
16,752
+213%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$1.0M
51,964
+96%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.0M
21,811
+24%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.0M
169,994
-3%
建仓
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$968.0K
31,403
减持
IVE
ISHARES S&P 500 VALUE ETF
-$907.0K
102,668
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$900.0K
12,063
+21%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$894.0K
8,274
-94%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$878.0K
16,424
-24%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$850.0K
256,157
-4%
建仓
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$831.0K
13,241
建仓
ESGE
ISHARES MSCI EM ESG SELECT ETF
+$780.0K
18,817
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$762.0K
19,342
+137%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$752.0K
54,088
-9%
增持
—
EXXON MOBIL CORPORATION
+$617.0K
14,630
+278%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$535.0K
287,563
-4%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$466.0K
18,354
+55%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$449.0K
239,463
-3%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$436.0K
56,345
-4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$433.0K
4,048
-29%
减持
EFA
ISHARES MSCI EAFE ETF
-$430.0K
30,010
-15%
减持
—
BROOKFIELD INFRASTRUCTURE CORP
-$420.0K
3,024
-62%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$393.0K
147,386
+4%
建仓
IXJ
ISHARES GLOBAL HEALTHCARE ETF
+$387.0K
4,626
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
+$341.0K
53,460
+12%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$334.0K
20,607
+24%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$331.0K
12,324
-20%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$309.0K
34,585
+15%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$274.0K
289,197
+5%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$254.0K
48,794
+7%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$250.0K
23,806
-6%
减持
VFH
VANGUARD FINANCIALS INDEX FUND
-$245.0K
11,078
-21%
增持
SPY
SPDR S&P 500 ETF
+$239.0K
1,609
+53%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$233.0K
28,169
-14%
建仓
DAL
DELTA AIR LINES INC
+$230.0K
5,395
增持
MMM
3M CO
-$215.0K
11,585
+2%
减持
HYLB
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$214.0K
58,076
-8%
建仓
TSLA
TESLA INC
+$210.0K
271
减持
AAPL
APPLE INC
+$207.0K
70,549
-1%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$205.0K
17,449
-30%
建仓
WDAY
WORKDAY INC
+$200.0K
800
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$189.0K
66,856
+7%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$185.0K
77,116
-2%
建仓
BIL
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF
+$183.0K
2,002
建仓
SCHW
CHARLES SCHWAB CORPORATION COMMON STOCK
+$181.0K
2,490
建仓
ICF
ISHARES COHEN & STEERS REIT ETF
+$180.0K
2,754
建仓
PG
PROCTER & GAMBLE CO
+$174.0K
1,248
建仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
+$174.0K
787
建仓
DHS
WISDOMTREE U.S. HIGH DIVIDEND FUND
+$174.0K
2,260
建仓
CINF
CINCINNATI FINANCIAL CORPORATION
+$171.0K
1,500
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$171.0K
2,870
建仓
PM
PHILIP MORRIS INTERNATIONAL INC
+$170.0K
1,790
建仓
WPC
WP CAREY INC COM
+$169.0K
2,307
增持
WFC
WELLS FARGO & CO
+$168.0K
8,856
+65%
建仓
BDX
BECTON DICKINSON AND CO
+$167.0K
682
建仓
UBER
UBER TECHNOLOGIES INC
+$167.0K
3,717
建仓
SPGI
S&P GLOBAL INC
+$166.0K
390
增持
KMI
KINDER MORGAN INC
+$163.0K
23,338
+88%
建仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
+$162.0K
3,088
建仓
NVO
NOVO-NORDISK A S ADR
+$159.0K
1,654
建仓
PSI
INVESCO DYNAMIC SEMICONDUCTORS ETF
+$158.0K
1,242
增持
CAT
CATERPILLAR INC
-$157.0K
6,316
+0%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$157.0K
8,695
-7%
建仓
CLX
CLOROX CO
+$156.0K
940
建仓
AWK
AMERICAN WATER WORKS COMPANY INC
+$156.0K
925
建仓
ES
EVERSOURCE ENERGY
+$153.0K
1,875
减持
EMLC
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF
-$153.0K
48,576
-5%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$152.0K
378
建仓
SBUX
STARBUCKS CORPORATION
+$151.0K
1,368
建仓
PSCH
INVESCO S&P SMALLCAP HEALTH CARE ETF
+$149.0K
816
建仓
TRV
TRAVELERS COMPANIES INC
+$149.0K
978
增持
MET
METLIFE INC
+$149.0K
15,125
+15%
建仓
NVDA
NVIDIA CORPORATION
+$148.0K
713
建仓
BCI
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
+$147.0K
5,237
增持
TSCO
TRACTOR SUPPLY COMPANY
+$147.0K
4,563
+9%
建仓
IBUY
AMPLIFY ONLINE RETAIL ETF
+$147.0K
1,344
建仓
UPS
UNITED PARCEL SERVICE INC
+$145.0K
795
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$145.0K
2,872
-32%
建仓
CSCO
CISCO SYSTEMS INC
+$145.0K
2,672
建仓
MU
MICRON TECHNOLOGY INC
+$143.0K
2,010
建仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
+$142.0K
1,379
增持
MSFT
MICROSOFT CORPORATION
+$142.0K
11,799
+0%
建仓
WELL
WELLTOWER INC COM
+$140.0K
1,693
建仓
NKE
NIKE INC
+$140.0K
969
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$139.0K
2,341
减持
COST
COSTCO WHOLESALE CORPORATION
+$139.0K
3,139
-2%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$137.0K
1,210
建仓
FIVE
FIVE BELOW INC
+$137.0K
776
减持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$136.0K
35,390
-4%
建仓
META
FACEBOOK INC COMMON STOCK
+$134.0K
394
建仓
DOCU
DOCUSIGN INC
+$133.0K
516
建仓
PJP
INVESCO DYNAMIC PHARMACEUTICALS ETF
+$132.0K
1,701
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$130.0K
1,962
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$126.0K
1,993
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$123.0K
42,582
-2%
建仓
GLD
SPDR GOLD SHARES
+$122.0K
740
建仓
PEP
PEPSICO INC
+$121.0K
802
减持
PYPL
PAYPAL HOLDINGS INC
-$121.0K
1,752
-11%
建仓
TXN
TEXAS INSTRUMENTS INCORPORATED
+$121.0K
631
建仓
BLES
INSPIRE GLOBAL HOPE ETF
+$118.0K
3,088
建仓
—
DISCOVER FINANCIAL SERVICES
+$115.0K
942
建仓
WMT
WALMART INC
+$114.0K
818
减持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
-$114.0K
64,505
-4%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$114.0K
42,181
+5%
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$112.0K
419
减持
AIVL
WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND
-$112.0K
21,967
-2%
建仓
GIS
GENERAL MILLS INC
+$111.0K
1,855
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$110.0K
31,006
+1%
建仓
YYY
AMPLIFY HIGH INCOME ETF
+$105.0K
6,260
减持
V
VISA INC
-$105.0K
8,546
-1%
建仓
ARKG
ARK GENOMIC REVOLUTION ETF
+$104.0K
1,395
建仓
DXC
DXC TECHNOLOGY CO COM
+$101.0K
3,000
增持
GOOG
ALPHABET INC CLASS C
+$100.0K
288
+8%
建仓
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$99.0K
3,301
减持
TDOC
TELADOC HEALTH INC
-$99.0K
998
-27%
建仓
PSX
PHILLIPS 66
+$97.0K
1,383
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$97.0K
51,414
+5%
建仓
ACWX
ISHARES MSCI ACWI EX US ETF
+$96.0K
1,741
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$95.0K
1,880
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$93.0K
9,137
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$92.0K
7,431
+16%
增持
CRM
SALESFORCE.COM INC
+$92.0K
3,006
+2%
建仓
NFLX
NETFLIX INC
+$92.0K
150
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$91.0K
148,255
-55%
建仓
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$90.0K
1,299
建仓
RIGS
RIVERFRONT STRATEGIC INCOME FUND
+$89.0K
3,607
建仓
BA
BOEING CO
+$88.0K
401
建仓
XRAY
DENTSPLY SIRONA INC
+$87.0K
1,500
建仓
INSP
INSPIRE MEDICAL SYSTEMS INC
+$87.0K
375
建仓
PNQI
INVESCO NASDAQ INTERNET ETF
+$86.0K
360
建仓
WYNN
WYNN RESORTS LTD COM
+$85.0K
1,000
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$84.0K
11,135
+24%
增持
TGT
TARGET CORPORATION
-$84.0K
9,352
+2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$84.0K
17,000
+5%
建仓
ARKK
ARK INNOVATION ETF
+$84.0K
758
增持
JPM
JPMORGAN CHASE & CO
+$83.0K
4,246
+8%
