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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 67
减持 61
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$11.7M
239,812
+106%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$5.3M
223,254
+91%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$5.1M
121,610
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。
-16%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$3.5M
46,371
增持
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
+$3.4M
128,858
+128%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$2.7M
74,338
+193%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$2.6M
274,685
-3%
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$2.4M
286,131
+15%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$2.2M
103,164
+658%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$2.0M
34,417
+1%
增持
TIP
ISHARES TIPS BOND ETF
+$1.8M
32,411
+91%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$1.8M
40,941
-21%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF
-$1.7M
4,461
-83%
建仓
GGG
GRACO INC COM
+$1.7M
24,636
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$1.4M
53,071
+44%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$1.3M
183,228
-2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$1.2M
254,267
+94%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$1.2M
50,571
-23%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$1.1M
54,855
+71%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.1M
228,257
-2%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$984.0K
49,356
+29%
减持
AAPL
APPLE INC
-$905.0K
62,949
-6%
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
+$887.0K
180,904
+14%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$880.0K
8,126
-12%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$838.0K
96,572
-5%
增持
NOG
NORTHERN OIL & GAS, INC
+$732.0K
63,696
+23%
减持
HD
HOME DEPOT INC
-$695.0K
4,500
-9%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$591.0K
8,527
-16%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$554.0K
13,077
-24%
增持
—
EXXON MOBIL CORPORATION
+$533.0K
23,322
+2%
减持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$530.0K
67,632
-2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$520.0K
17,335
+154%
建仓
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$512.0K
12,874
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$496.0K
175,779
+1%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$493.0K
99,447
+96%
减持
VO
VANGUARD MID-CAP ETF
-$489.0K
14,553
-6%
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$484.0K
178,192
+9%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$474.0K
11,083
-20%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$469.0K
19,293
-28%
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$462.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$456.0K
2,123
增持
VNQ
VANGUARD REAL ESTATE ETF
-$449.0K
59,508
+0%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$441.0K
79,926
-1%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$439.0K
26,228
+12%
减持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
-$399.0K
4,042
-53%
清仓
ANGL
VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF
-$395.0K
0
-100%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$393.0K
33,616
+21%
增持
KMI
KINDER MORGAN INC
+$389.0K
61,634
+26%
增持
VTV
VANGUARD VALUE ETF
+$389.0K
96,388
+2%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$386.0K
4,890
建仓
WMB
WILLIAMS COS INC COM
+$361.0K
10,800
清仓
PYPL
PAYPAL HOLDINGS INC
-$359.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$351.0K
2,607
+16%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$350.0K
262,530
+3%
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$348.0K
13,845
清仓
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$343.0K
0
-100%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$342.0K
8,185
-36%
增持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$337.0K
35,276
+2%
减持
VFH
VANGUARD FINANCIALS INDEX FUND
-$333.0K
6,856
-32%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
+$331.0K
54,957
+1%
减持
PKW
INVESCO BUYBACK ACHIEVERS ETF
-$328.0K
50,842
-0%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$327.0K
387,553
+8%
清仓
AXP
AMERICAN EXPRESS COMPANY
-$323.0K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$320.0K
10,332
-11%
减持
MSFT
MICROSOFT CORPORATION
-$319.0K
10,865
-0%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$299.0K
6,522
+45%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$297.0K
9,345
+28%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$296.0K
10,491
-40%
减持
TGT
TARGET CORPORATION
-$296.0K
8,837
-6%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$295.0K
39,907
-1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$293.0K
26,919
+10%
减持
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
-$284.0K
4,700
-9%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$283.0K
4,603
增持
MMM
3M CO
-$266.0K
10,972
+3%
增持
DE
DEERE & COMPANY
+$248.0K
2,703
+6%
减持
ECL
ECOLAB INC
-$247.0K
2,935
-10%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$246.0K
82,132
+6%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$242.0K
8,563
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$239.0K
5,142
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$238.0K
571
减持
JNK
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF
-$238.0K
8,922
-16%
建仓
QCOM
QUALCOMM INC
+$234.0K
1,528
减持
T
AT&T INC
-$227.0K
23,016
-27%
增持
—
TORTOISE MIDSTRM ENERGY FD INC COM
+$226.0K
24,831
+6%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$226.0K
41,900
-1%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$218.0K
63,579
-1%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$217.0K
17,859
+9%
清仓
ABT
ABBOTT LABORATORIES
-$217.0K
0
-100%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$216.0K
0
-100%
减持
V
VISA INC
-$215.0K
5,946
-16%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$212.0K
9,320
-14%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$210.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$210.0K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$206.0K
69,404
-2%
清仓
ICF
ISHARES COHEN & STEERS REIT ETF
-$206.0K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
-$205.0K
12,364
+1%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$204.0K
48,409
-1%
增持
MET
METLIFE INC
+$203.0K
16,449
+8%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
-$202.0K
21,764
-10%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$182.0K
22,390
-2%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$167.0K
3,941
-2%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$167.0K
38,600
+19%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$167.0K
239,126
+8%
减持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
-$166.0K
58,025
-10%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$164.0K
2,612
-21%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$160.0K
3,206
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$159.0K
3,587
+8%
增持
SCHP
SCHWAB U.S. TIPS ETF
+$159.0K
14,109
+27%
减持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
-$157.0K
8,447
-1%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$148.0K
11,652
-10%
增持
INTC
INTEL CORPORATION
+$144.0K
17,583
+25%
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$140.0K
13,411
+26%
增持
QQQ
INVESCO QQQ
+$138.0K
2,205
+33%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$135.0K
4,575
+47%
减持
HYLB
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$134.0K
52,371
-1%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$134.0K
55,115
+6%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$134.0K
2,552
-23%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$132.0K
31,721
+1%
减持
CBRE
CBRE GROUP INC
-$131.0K
2,908
-21%
增持
CAT
CATERPILLAR INC
+$129.0K
6,385
+2%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$127.0K
18,434
+2%
增持
EFA
ISHARES MSCI EAFE ETF
-$127.0K
27,237
+1%
减持
HYD
VANECK VECTORS HIGH YIELD MUNI ETF
-$126.0K
14,624
-5%
减持
—
ISHARES MSCI FRONTIER 100 ETF
-$122.0K
51,677
-1%
增持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$119.0K
40,230
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$117.0K
13,357
+8%
增持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION ETF
-$113.0K
15,325
+7%
增持
CRM
SALESFORCE.COM INC
-$110.0K
3,055
+2%
减持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$107.0K
27,009
-4%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$106.0K
22,039
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$104.0K
35,497
+3%
减持
JPM
JPMORGAN CHASE & CO
-$102.0K
4,159
-1%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$102.0K
56,393
-0%
减持
GOOG
ALPHABET INC CLASS C
-$101.0K
257
-9%
增持
AMAT
APPLIED MATERIALS INC
-$98.0K
4,056
+1%
减持
MCD
MCDONALD'S CORP
-$96.0K
1,853
-11%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$95.0K
7,001
+0%
减持
GOOGL
ALPHABET INC CLASS A
-$93.0K
72
-29%
增持
F
FORD MOTOR COMPANY
-$90.0K
24,293
+1%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$88.0K
17,233
-9%
增持
ADBE
ADOBE INC
-$87.0K
1,034
+5%
增持
XEVVX
EATON VANCE LIMITED DURATION INCOME FUND
-$86.0K
69,395
+1%
减持
—
ACCENTURE PLC
-$83.0K
895
-4%
增持
VV
VANGUARD LARGE CAP ETF
-$80.0K
6,423
+0%
减持
BAC
BANK OF AMERICA CORP
-$77.0K
11,384
-7%
减持
RSPS
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
-$75.0K
9,202
-4%
增持
LOW
LOWE'S COMPANIES INC
-$73.0K
1,421
+2%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$71.0K
45,759
+2%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$70.0K
6,395
+19%
减持
O
REALTY INCOME CORP COM
-$69.0K
15,480
-3%
