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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 16增持 92减持 36清仓 6

方向

标的

Δ市值

现股数(环比)

增持

VUG VANGUARD GROWTH INDEX FUND

+$12.3M

58,197 +448%

减持

IUSG ISHARES CORE S&P U.S. GROWTH ETF

-$7.3M

73,524 -57%

增持

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

+$5.6M

443,173

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

+$2.2M

88,429 +22%

增持

AAPL APPLE INC

+$2.2M

61,486 +0%

增持

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

+$2.0M

296,885 +11%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.0M

301,468 +9%

增持

EFV ISHARES MSCI EAFE VALUE ETF

+$1.9M

253,895 +12%

增持

VLUE ISHARES MSCI USA VALUE FACTOR ETF

+$1.8M

89,004 +26%

减持

IVW ISHARES S&P 500 GROWTH ETF

+$1.4M

289,775 -1%

增持

BND VANGUARD TOTAL BOND MARKET INDEX FUND

+$1.4M

245,923 +5%

减持

ESGV VANGUARD ESG U.S. STOCK ETF

-$1.4M

14,612 -60%

减持

IFRA ISHARES U.S. INFRASTRUCTURE ETF

-$1.2M

47,347 -42%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$1.2M

185,460 +7%

增持

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

+$1.1M

371,445 +3%

清仓

O REALTY INCOME CORP COM

-$989.2K

0 -100%

增持

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

+$950.8K

474,532 +3%

增持

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

+$929.4K

385,173 +5%

增持

INTC INTEL CORPORATION

+$782.4K

32,642 +204%

增持

MSFT MICROSOFT CORPORATION

+$709.4K

10,999 +7%

增持

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND

+$690.2K

116,357 +3%

减持

TIP ISHARES TIPS BOND ETF

-$656.9K

2,812 -69%

减持

MET METLIFE INC

-$642.6K

8,995 -44%

减持

IVE ISHARES S&P 500 VALUE ETF

+$617.4K

103,471 -0%

增持

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

+$595.8K

188,747 +3%

增持

PTY PIMCO CORPORATE & INCOME OPPOR COM

+$590.6K

196,760 +27%

减持

HD HOME DEPOT INC

-$575.1K

3,361 -32%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$571.0K

214,178 +3%

建仓

VOO VANGUARD S&P 500 ETF

+$504.4K

1,341

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$474.9K

23,921 +5%

增持

IWR ISHARES RUSSELL MID-CAP ETF

+$453.0K

116,250 +2%

增持

AMZN AMAZON.COM INC

+$442.2K

11,811 +28%

增持

VO VANGUARD MID-CAP ETF

+$428.4K

19,419 +8%

增持

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

+$418.2K

56,324 +19%

增持

NOG NORTHERN OIL & GAS, INC

+$418.1K

63,227 +30%

建仓

AVUV AVANTIS U.S. SMALL CAP VALUE ETF

+$392.9K

5,305

减持

JPM JPMORGAN CHASE & CO

-$392.1K

3,714 -43%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$389.0K

26,160 +30%

增持

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

+$380.2K

10,351 +88%

增持

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

+$378.9K

203,200 +5%

减持

SCHX SCHWAB U.S. LARGE-CAP ETF

+$361.3K

246,110 -4%

建仓

BA BOEING CO

+$348.8K

1,642

增持

VNQ VANGUARD REAL ESTATE ETF

+$341.4K

59,042 +7%

增持

VONG VANGUARD RUSSELL 1000 GROWTH ETF

+$333.7K

30,546 +6%

增持

XT ISHARES EXPONENTIAL TECHNOLOGIES ETF

+$323.6K

49,714 +2%

建仓

PFF ISHARES PREFERRED AND INCOME SECURITIES ETF

+$314.1K

10,062

建仓

USB US BANCORP

+$313.4K

8,695

减持

CAT CATERPILLAR INC

-$307.7K

4,439 -20%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$295.1K

36,049 +7%

增持

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF

+$293.5K

32,851 +8%

建仓

PG PROCTER & GAMBLE CO

+$292.3K

1,966

减持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$292.2K

55,255 -7%

减持

IBM IBM CORP

-$286.9K

9,983 -12%

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$281.7K

60,375 +19%

清仓

PEP PEPSICO INC

-$279.3K

0 -100%

清仓

SPYM SPDR PORTFOLIO S&P 500 ETF

-$270.4K

0 -100%

建仓

NVDA NVIDIA CORPORATION

+$269.3K

969

增持

SCZ ISHARES MSCI EAFE SMALL-CAP ETF

+$265.9K

53,162 +4%

建仓

AVUS AVANTIS U.S. EQUITY ETF

+$260.3K

3,673

增持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$258.2K

74,735 +3%

增持

— BROOKFIELD INFRASTRUCTURE PARTNERS LP

+$252.8K

79,700 +1%

建仓

CSCO CISCO SYSTEMS INC

+$232.0K

4,437

建仓

NOW SERVICENOW INC

+$230.0K

495

增持

TGT TARGET CORPORATION

+$228.7K

8,003 +8%

清仓

ABT ABBOTT LABORATORIES

-$228.4K

0 -100%

增持

GOVT ISHARES U.S. TREASURY BOND ETF

+$227.0K

321,541 +0%

清仓

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-$224.8K

0 -100%

建仓

NEM NEWMONT CORPORATION

+$223.3K

4,555

清仓

SCHW CHARLES SCHWAB CORPORATION COMMON STOCK

-$219.5K

0 -100%

增持

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

+$209.2K

54,496 +8%

建仓

TSLA TESLA INC

+$208.9K

1,007

建仓

IJK ISHARES S&P MID-CAP 400 GROWTH ETF

+$208.5K

2,915

增持

UNH UNITEDHEALTH GROUP INC

-$208.2K

4,148 +1%

建仓

MRK MERCK & CO INC

+$207.9K

1,954

建仓

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF

+$207.3K

2,722

建仓

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF

+$206.8K

1,881

增持

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

+$190.4K

51,072 +10%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$187.3K

55,606 +3%

减持

IBB ISHARES BIOTECHNOLOGY FUND

-$172.2K

2,683 -32%

增持

SPY SPDR S&P 500 ETF

+$170.9K

6,276 +0%

增持

HON HONEYWELL INTERNATIONAL INC

-$169.0K

7,344 +0%

增持

CVX CHEVRON CORPORATION

-$152.1K

9,991 +1%

增持

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

+$150.6K

23,042 +8%

增持

EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

+$149.8K

29,352 +4%

增持

WMB WILLIAMS COS INC COM

+$149.7K

21,170 +44%

增持

VONV VANGUARD RUSSELL 1000 VALUE ETF

+$144.4K

41,834 +5%

增持

EFA ISHARES MSCI EAFE ETF

+$142.5K

20,246 +2%

增持

GGG GRACO INC COM

+$142.0K

24,641 +0%

增持

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

+$140.2K

19,905 +16%

减持

IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF

+$133.5K

60,894 -0%

增持

AOR ISHARES CORE GROWTH ALLOCATION ETF

+$132.8K

44,321 +0%

增持

— ISHARES MSCI FRONTIER 100 ETF

+$129.4K

65,115 +8%

增持

IWV ISHARES RUSSELL 3000 ETF

+$128.8K

8,305 +0%

增持

VB VANGUARD SMALL-CAP ETF

+$128.2K

8,867 +5%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$127.4K

51,155 +2%

增持

VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF

+$122.5K

67,677 +7%

增持

VTV VANGUARD VALUE ETF

+$122.3K

103,067 +3%

减持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$117.0K

3,893 -1%

减持

MA MASTERCARD INC

-$115.3K

3,526 -12%

减持

MAIN MAIN STR CAP CORP COM

+$107.6K

51,550 -1%

增持

V VISA INC

+$96.9K

5,381 +0%

增持

LMT LOCKHEED MARTIN CORPORATION

+$96.6K

3,462 +9%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$96.6K

74,926 -6%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$92.5K

7,038 +0%

增持

GOOG ALPHABET INC CLASS C

+$90.9K

5,767 +1%

增持

VEU VANGUARD FTSE ALL-WORLD EX-US ETF

+$88.6K

5,975 +30%

增持

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

+$88.3K

10,407 +9%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$87.4K

58,486 +4%

减持

IHE ISHARES U.S. PHARMACEUTICALS ETF

-$87.0K

7,047 -1%

减持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

-$83.9K

46,004 -2%

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$79.2K

2,934 -1%

增持

HYD VANECK VECTORS HIGH YIELD MUNI ETF

+$78.2K

11,076 +13%

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$76.7K

26,897 +4%

增持

SLYG SPDR S&P 600 SMALL CAP GROWTH ETF

+$76.0K

21,224 +3%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$75.1K

40,596 +3%

增持

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

+$74.6K

42,135 +6%

增持

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF

+$72.7K

4,370 +14%

增持

SCHM SCHWAB U.S. MID-CAP ETF

+$71.9K

30,129 +0%

增持

CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF

+$70.6K

18,763 +2%

减持

COST COSTCO WHOLESALE CORPORATION

+$70.5K

1,767 -0%

增持

ECL ECOLAB INC

+$70.0K

3,460 +0%

减持

CHRW CH ROBINSON WORLDWIDE INC

-$67.7K

5,194 -19%

增持

VV VANGUARD LARGE CAP ETF

+$66.3K

5,196 +0%

减持

IEFA ISHARES CORE MSCI EAFE ETF

+$65.7K

22,147 -4%

增持

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

+$63.4K

6,641 +14%

增持

IUSV ISHARES CORE S&P U.S. VALUE ETF

+$62.9K

17,343 +1%

减持

DGII DIGI INTL INC COM

-$62.2K

7,222 -14%

减持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

-$61.5K

18,077 -5%

增持

BCI ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

+$59.4K

28,457 +18%

增持

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF

+$57.1K

44,345 +0%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$56.4K

4,416 -9%

增持

PKW INVESCO BUYBACK ACHIEVERS ETF

+$55.6K

52,173 +2%

减持

SLYV SPDR S&P 600 SMALL CAP VALUE ETF

+$55.4K

61,881 -1%

减持

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF

-$55.1K

13,022 -9%

减持

BAC BANK OF AMERICA CORP

-$54.9K

11,302 -1%

减持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$49.8K

9,068 -0%

减持

AIVL WISDOMTREE U.S. AI ENHANCED VALUE

-$47.6K

21,071 -2%

减持

ALLY ALLY FINL INC COM

-$46.6K

33,069 -9%

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$46.5K

13,679 +1%

增持

MCD MCDONALD'S CORP

+$45.9K

1,688 +4%

增持

XEL XCEL ENERGY INC

+$43.3K

11,399 +10%

减持

ADBE ADOBE INC

+$43.3K

928 -1%

增持

XEVVX EATON VANCE LIMITED DURATION INCOME FUND

+$43.3K

81,112 +1%

增持

WFC WELLS FARGO & CO

-$43.3K

11,361 +0%

增持

F FORD MOTOR COMPANY

+$41.7K

32,149 +3%

增持

NVO NOVO-NORDISK A S ADR

+$41.2K

1,679 +1%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$39.7K

9,151 +5%

减持

QQQ INVESCO QQQ

+$39.5K

1,262 -8%

增持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$38.9K

18,099 +5%

增持

KMI KINDER MORGAN INC

-$38.5K

78,308 +0%