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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
增持 57
减持 40
清仓 53
方向
标的
Δ市值
现股数(环比)
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$4.9M
116,428
+50%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$4.2M
158,800
-34%
增持
VTV
VANGUARD VALUE ETF
+$3.3M
94,186
+20%
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
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$3.2M
186,821
+27%
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$2.9M
249,432
+14%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$2.7M
357,682
+24%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$2.5M
36,814
+120%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$2.4M
282,180
-2%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$2.1M
51,729
+55%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$2.1M
233,107
-9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$2.0M
144,431
-3%
减持
AAPL
APPLE INC
+$1.9M
66,989
-5%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$1.9M
222,114
+47%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.7M
117,182
+42%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$1.5M
38,152
+42%
增持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
+$1.4M
28,068
+2971%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.2M
24,480
+12%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.2M
34,350
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$1.1M
34,063
+2%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.0M
59,456
+3%
增持
TIP
ISHARES TIPS BOND ETF
+$1.0M
16,991
+82%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$952.0K
77,792
+16%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$946.0K
101,357
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$929.0K
6,994
+104%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$844.0K
25,348
+91%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$778.0K
65,893
+10%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$725.0K
27,857
+44%
增持
SCHP
SCHWAB U.S. TIPS ETF
+$697.0K
11,105
+85323%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$651.0K
32,020
+3%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$650.0K
12,428
+3197%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$646.0K
80,442
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$617.0K
12,189
+1%
增持
IXG
ISHARES GLOBAL FINANCIALS ETF
+$609.0K
26,123
+38%
增持
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
+$561.0K
56,415
+71%
增持
—
EXXON MOBIL CORPORATION
+$532.0K
22,756
+56%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$444.0K
13,009
+57%
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$436.0K
163,297
+11%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$422.0K
23,410
+14%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$386.0K
21,378
+16%
增持
KMI
KINDER MORGAN INC
+$386.0K
48,929
+110%
减持
V
VISA INC
-$370.0K
7,078
-17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$368.0K
13,914
-31%
增持
VO
VANGUARD MID-CAP ETF
+$363.0K
15,506
+2%
减持
MSFT
MICROSOFT CORPORATION
+$341.0K
10,906
-8%
增持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$326.0K
68,858
+4%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
+$309.0K
54,409
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$305.0K
3,325
-5%
清仓
EEMA
ISHARES MSCI EMERGING MARKETS ASIA ETF
-$282.0K
0
-100%
减持
LAND
GLADSTONE LAND CORPORATION
+$277.0K
27,630
-4%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$257.0K
13,777
-16%
减持
VUG
VANGUARD GROWTH INDEX FUND
+$254.0K
8,654
-0%
减持
T
AT&T INC
-$244.0K
31,347
-17%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$244.0K
11,453
+247%
减持
HON
HONEYWELL INTERNATIONAL INC
-$231.0K
4,992
-17%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$231.0K
31,301
-9%
清仓
—
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF
-$229.0K
0
-100%
减持
INTC
INTEL CORPORATION
-$229.0K
14,116
-21%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$226.0K
16,354
+3%
减持
HYLB
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$219.0K
52,942
-9%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$212.0K
50,804
-6%
减持
EFA
ISHARES MSCI EAFE ETF
-$209.0K
27,100
-10%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$203.0K
3,316
-28%
清仓
—
UNITED STATES STL CORP NEW COM
-$197.0K
0
-100%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$196.0K
4,503
+31%
增持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
+$194.0K
8,567
+0%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$191.0K
10,190
-2%
清仓
BIL
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF
-$183.0K
0
-100%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$183.0K
56,668
+1%
清仓
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
-$182.0K
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CORP
-$181.0K
0
-100%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$178.0K
64,303
+25%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$175.0K
24,114
+0%
清仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
-$174.0K
0
-100%
清仓
PG
PROCTER & GAMBLE CO
-$174.0K
0
-100%
清仓
DHS
WISDOMTREE U.S. HIGH DIVIDEND FUND
-$174.0K
0
-100%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$171.0K
0
-100%
清仓
CINF
CINCINNATI FINANCIAL CORPORATION
-$171.0K
0
-100%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$170.0K
4,659
+134%
清仓
PM
PHILIP MORRIS INTERNATIONAL INC
-$170.0K
0
-100%
减持
BBY
BEST BUY CO INC
-$170.0K
6,464
-17%
清仓
WPC
WP CAREY INC COM
-$169.0K
0
-100%
增持
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE ETF
+$169.0K
51,318
+11%
增持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE
+$168.0K
22,073
+0%
清仓
BDX
BECTON DICKINSON AND CO
-$167.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$167.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$166.0K
0
-100%
清仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
-$162.0K
0
-100%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$160.0K
52,174
+0%
清仓
NVO
NOVO-NORDISK A S ADR
-$159.0K
0
-100%
减持
F
FORD MOTOR COMPANY
+$159.0K
24,100
-0%
清仓
PSI
INVESCO DYNAMIC SEMICONDUCTORS ETF
-$158.0K
0
-100%
清仓
CLX
CLOROX CO
-$156.0K
0
-100%
清仓
AWK
AMERICAN WATER WORKS COMPANY INC
-$156.0K
0
-100%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$155.0K
3,311
+34%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$153.0K
8,934
-20%
清仓
ES
EVERSOURCE ENERGY
-$153.0K
0
-100%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$152.0K
0
-100%
减持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$151.0K
51,066
-4%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$151.0K
18,019
+3%
清仓
SBUX
STARBUCKS CORPORATION
-$151.0K
0
-100%
清仓
PSCH
INVESCO S&P SMALLCAP HEALTH CARE ETF
-$149.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$149.0K
0
-100%
清仓
IBUY
AMPLIFY ONLINE RETAIL ETF
-$147.0K
0
-100%
清仓
BCI
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$147.0K
0
-100%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$146.0K
22,814
-4%
清仓
CSCO
CISCO SYSTEMS INC
-$145.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$145.0K
0
-100%
减持
RSPS
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
+$144.0K
9,616
-0%
清仓
MU
MICRON TECHNOLOGY INC
-$143.0K
0
-100%
清仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$142.0K
0
-100%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$141.0K
42,332
-1%
减持
VV
VANGUARD LARGE CAP ETF
-$141.0K
6,420
-17%
减持
TSCO
TRACTOR SUPPLY COMPANY
+$141.0K
4,463
-2%
清仓
WELL
WELLTOWER INC COM
-$140.0K
0
-100%
清仓
NKE
NIKE INC
-$140.0K
0
-100%
减持
—
ETFMG PRIME CYBER SECURITY ETF
-$139.0K
20,750
-11%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$139.0K
0
-100%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$137.0K
0
-100%
清仓
FIVE
FIVE BELOW INC
-$137.0K
0
-100%
清仓
META
FACEBOOK INC COMMON STOCK
-$134.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$133.0K
0
-100%
清仓
PJP
INVESCO DYNAMIC PHARMACEUTICALS ETF
-$132.0K
0
-100%
减持
MMM
3M CO
-$132.0K
10,698
-8%
增持
—
ISHARES MSCI FRONTIER 100 ETF
+$131.0K
52,216
+6%
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$130.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$127.0K
0
-100%
减持
EMLC
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF
-$126.0K
46,502
-4%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$123.0K
7,092
+0%
清仓
GLD
SPDR GOLD SHARES
-$122.0K
0
-100%
清仓
PEP
PEPSICO INC
-$121.0K
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INCORPORATED
-$121.0K
0
-100%
清仓
BLES
INSPIRE GLOBAL HOPE ETF
-$118.0K
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$117.0K
253,795
-2%
清仓
—
DISCOVER FINANCIAL SERVICES
-$115.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$114.0K
4,197
-18%
清仓
WMT
WALMART INC
-$114.0K
0
-100%
减持
AMAT
APPLIED MATERIALS INC
+$113.0K
4,023
-0%
清仓
—
TEMPLETON GLOBAL INCOME FD COM
-$113.0K
0
-100%
清仓
VOOG
VANGUARD S&P 500 GROWTH ETF
-$112.0K
0
-100%
清仓
GIS
GENERAL MILLS INC
-$111.0K
0
-100%
增持
—
MEDTRONIC PLC
-$110.0K
5,250
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$108.0K
12,325
+0%
减持
PPT
PUTNAM PREMIER INCOME TRUST
-$108.0K
63,921
-23%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$107.0K
129,364
+4%
增持
QQQ
INVESCO QQQ
+$106.0K
1,662
+7%
清仓
YYY
AMPLIFY HIGH INCOME ETF
-$105.0K
0
-100%
清仓
ARKG
ARK GENOMIC REVOLUTION ETF
-$104.0K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$104.0K
11,600
-6%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$103.0K
4,032
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$103.0K
173,988
+2%
