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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 20
增持 64
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$7.1M
267,277
+77%
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$5.8M
417,043
+18%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$4.8M
320,893
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。
+191%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$4.7M
169,721
+49%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$4.2M
200,962
-25%
减持
TIP
ISHARES TIPS BOND ETF
-$3.2M
9,085
-77%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$2.8M
70,610
+58%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$2.7M
368,181
+31%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$2.4M
172,828
-16%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$2.1M
233,420
+14%
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$2.1M
50,433
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$2.0M
458,826
+12%
增持
VTV
VANGUARD VALUE ETF
+$2.0M
100,536
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$1.9M
36,502
+4%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$1.7M
4,827
-84%
增持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
+$1.6M
155,117
+533%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$1.5M
103,987
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.4M
276,475
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.4M
8,998
-34%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$1.4M
182,537
+17%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.4M
72,561
+12%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$1.3M
361,627
+9%
减持
CHRW
CH ROBINSON WORLDWIDE INC
-$1.2M
6,376
-66%
建仓
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$1.2M
19,455
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.1M
20,186
+208%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$955.9K
113,467
-6%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$939.3K
47,459
+89%
减持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$899.3K
28,168
-32%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$820.8K
207,331
+4%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$765.2K
113,791
+2%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$753.4K
82,173
-29%
增持
HON
HONEYWELL INTERNATIONAL INC
+$736.6K
7,338
+47%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$735.2K
32,897
+11%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$722.7K
6,193
-72%
减持
AAPL
APPLE INC
-$667.8K
61,473
-2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$646.0K
0
-100%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$639.0K
27,734
+88%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$638.5K
25,663
+118%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$615.7K
48,507
-26%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$606.0K
255,659
-1%
增持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$587.8K
51,224
+0%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$585.2K
36,490
+26%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$582.7K
30,062
-29%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$564.9K
2,897
-45%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$548.8K
79,937
-20%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
-$542.6K
14,184
-27%
建仓
BCI
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
+$531.6K
24,100
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$529.0K
9,174
-37%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$493.5K
46,245
-27%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$488.9K
25,984
+57%
增持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$485.6K
17,225
+48%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$484.9K
30,457
-23%
清仓
VFH
VANGUARD FINANCIALS INDEX FUND
-$471.0K
0
-100%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$460.8K
51,307
+3%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$445.8K
62,770
+0%
增持
SPY
SPDR S&P 500 ETF
+$444.3K
6,271
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$440.4K
12,410
+25%
减持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
-$438.3K
78,693
-2%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$432.1K
3,166
+10%
增持
CVX
CHEVRON CORPORATION
+$410.2K
9,929
+4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$402.6K
72,730
+5%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$396.6K
291,956
-3%
减持
ESGE
ISHARES MSCI EM ESG SELECT ETF
-$391.7K
9,786
-61%
建仓
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$382.5K
5,494
增持
HD
HOME DEPOT INC
+$376.0K
4,961
+15%
减持
CAT
CATERPILLAR INC
+$375.4K
5,524
-4%
减持
—
ETFMG PRIME CYBER SECURITY ETF
-$373.6K
8,385
-51%
清仓
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
-$369.0K
0
-100%
清仓
LEN
LENNAR CORP CL A
-$366.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$350.8K
33,716
+4%
减持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$344.0K
63,907
-4%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$338.3K
66,813
+11%
清仓
UPS
UNITED PARCEL SERVICE INC
-$336.0K
0
-100%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$321.6K
9,575
+52%
增持
HYMB
SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF
+$319.7K
16,168
+64%
增持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
+$315.4K
60,934
+5%
增持
JPM
JPMORGAN CHASE & CO
+$309.0K
6,533
+20%
减持
HYD
VANECK VECTORS HIGH YIELD MUNI ETF
-$308.1K
9,790
-39%
建仓
DGII
DIGI INTL INC COM
+$305.5K
8,358
建仓
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
+$303.5K
11,649
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$291.0K
226,919
-18%
建仓
TXN
TEXAS INSTRUMENTS INCORPORATED
+$288.7K
1,747
增持
DE
DEERE & COMPANY
+$285.5K
2,987
+0%
建仓
PEP
PEPSICO INC
+$279.3K
1,546
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$277.5K
39,810
+0%
增持
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE ETF
+$271.1K
63,452
+3%
建仓
PFE
PFIZER INC
+$264.0K
5,153
建仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$263.6K
1,229
清仓
TSLA
TESLA INC
-$257.0K
0
-100%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$250.7K
33,859
+3%
减持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$249.3K
39,688
-26%
减持
JNJ
JOHNSON & JOHNSON
-$246.7K
3,500
-34%
建仓
IDXX
IDEXX LABORATORIES INC
+$246.0K
603
减持
NOG
NORTHERN OIL & GAS, INC
-$245.2K
48,696
-24%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$234.4K
50,751
+22%
建仓
EBND
SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF
+$231.7K
11,271
清仓
JNK
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF
-$231.0K
0
-100%
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$230.9K
4,605
建仓
ABT
ABBOTT LABORATORIES
+$228.4K
2,080
减持
SCHP
SCHWAB U.S. TIPS ETF
-$227.5K
8,255
-35%
减持
MA
MASTERCARD INC
+$226.8K
4,017
-2%
建仓
NVO
NOVO-NORDISK A S ADR
+$226.1K
1,670
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$224.8K
8,486
建仓
CBRE
CBRE GROUP INC
+$224.2K
2,913
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$221.6K
56,249
+19%
建仓
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
+$221.3K
3,990
建仓
SCHW
CHARLES SCHWAB CORPORATION COMMON STOCK
+$219.5K
2,636
减持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE
+$212.9K
21,555
-0%
增持
IBB
ISHARES BIOTECHNOLOGY FUND
+$211.6K
3,950
+50%
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$208.9K
2,499
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$206.2K
3,846
+56%
清仓
PGF
INVESCO FINANCIAL PREFERRED ETF
-$204.0K
0
-100%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$203.6K
10,622
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$197.4K
4,090
+5%
增持
KMI
KINDER MORGAN INC
+$186.7K
77,969
+6%
增持
AMZN
AMAZON.COM INC
-$181.3K
9,259
+9%
减持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
+$179.3K
7,801
-5%
减持
TGT
TARGET CORPORATION
-$177.9K
7,381
-14%
减持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$174.6K
14,383
-22%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$173.9K
7,525
-37%
增持
MAIN
MAIN STR CAP CORP COM
+$173.6K
52,140
+0%
增持
TSCO
TRACTOR SUPPLY COMPANY
+$171.6K
4,386
+0%
增持
ALLY
ALLY FINL INC COM
+$168.5K
36,380
+40%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$166.9K
18,137
-33%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$157.9K
5,170
-27%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$156.2K
59,554
-4%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$147.2K
18,944
-15%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$147.2K
8,902
+4%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$146.7K
21,252
+21%
减持
MET
METLIFE INC
+$141.7K
16,080
-4%
减持
INTC
INTEL CORPORATION
-$141.0K
10,747
-35%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$130.8K
21,303
-1%
减持
VB
VANGUARD SMALL-CAP ETF
-$129.4K
8,459
-14%
增持
—
ISHARES MSCI FRONTIER 100 ETF
+$127.9K
60,342
+4%
增持
XEVVX
EATON VANCE LIMITED DURATION INCOME FUND
+$126.7K
80,478
+18%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$125.2K
7,104
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
-$123.7K
1,768
-10%
减持
VO
VANGUARD MID-CAP ETF
-$120.6K
17,994
-11%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$119.1K
9,958
-3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$117.9K
22,775
-11%
减持
EMLC
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF
-$113.0K
42,305
-15%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$112.2K
46,968
-14%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$108.5K
39,300
-11%
增持
GPC
GENUINE PARTS COMPANY
+$108.2K
4,168
+1%
增持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$107.6K
44,202
+0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
-$97.5K
3,277
-18%
减持
IBM
IBM CORP
+$93.5K
11,325
-10%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$93.2K
8,275
-1%
增持
ACWX
ISHARES MSCI ACWI EX US ETF
+$91.5K
10,627
+8%
增持
WMB
WILLIAMS COS INC COM
+$89.5K
14,665
+7%
