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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 13增持 95减持 32清仓 10

方向

标的

Δ市值

现股数(环比)

增持

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

+$16.3M

266,296 +1056%

减持

ESGU ISHARES ESG AWARE MSCI USA ETF

-$15.2M

18,961 -90%

增持

VUG VANGUARD GROWTH INDEX FUND

+$12.9M

96,859

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

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

+$5.3M

477,114 +8%

减持

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

-$5.2M

13,983 -81%

增持

AAPL APPLE INC

+$3.8M

71,825 +17%

增持

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

+$3.3M

340,819 +15%

增持

GOVT ISHARES U.S. TREASURY BOND ETF

+$2.4M

434,589 +35%

清仓

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

-$2.3M

0 -100%

增持

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

+$1.7M

508,408 +7%

增持

IVE ISHARES S&P 500 VALUE ETF

+$1.7M

107,714 +4%

增持

EFG ISHARES MSCI EAFE GROWTH ETF

+$1.6M

103,704 +17%

增持

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND

+$1.5M

119,742 +3%

增持

— EXXON MOBIL CORPORATION

+$1.5M

17,845 +402%

增持

SCHP SCHWAB U.S. TIPS ETF

+$1.5M

36,819 +346%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$1.5M

327,074 +8%

减持

IFRA ISHARES U.S. INFRASTRUCTURE ETF

-$1.4M

8,989 -81%

减持

CVX CHEVRON CORPORATION

-$1.4M

1,657 -83%

增持

VTV VANGUARD VALUE ETF

+$1.4M

109,674 +6%

减持

IVW ISHARES S&P 500 GROWTH ETF

+$1.3M

281,464 -3%

增持

EFV ISHARES MSCI EAFE VALUE ETF

+$1.2M

277,253 +9%

增持

BRK/B BERKSHIRE HATHAWAY INC CLASS B

+$1.2M

36,644 +0%

增持

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

+$1.1M

215,963 +14%

增持

PTY PIMCO CORPORATE & INCOME OPPOR COM

+$989.4K

245,929 +25%

减持

IVV ISHARES CORE S&P 500 ETF

-$964.6K

5,672 -33%

减持

BND VANGUARD TOTAL BOND MARKET INDEX FUND

-$909.6K

237,267 -4%

建仓

— ROYAL CARIBBEAN CRUISES LTD

+$892.5K

8,603

增持

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

+$840.5K

417,098 +8%

增持

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

+$762.1K

398,637 +7%

建仓

MBB ISHARES MBS ETF

+$760.6K

8,155

建仓

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

+$738.1K

14,735

增持

VLUE ISHARES MSCI USA VALUE FACTOR ETF

+$728.6K

95,634 +7%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$720.3K

25,640 +7%

增持

VO VANGUARD MID-CAP ETF

+$691.3K

21,744 +12%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$665.5K

196,524 +6%

减持

INTC INTEL CORPORATION

-$647.6K

12,523 -62%

减持

SCHX SCHWAB U.S. LARGE-CAP ETF

+$641.8K

239,567 -3%

增持

XLE ENERGY SELECT SECTOR SPDR FUND

+$635.7K

12,338 +179%

增持

MSFT MICROSOFT CORPORATION

+$588.8K

11,041 +0%

减持

TSCO TRACTOR SUPPLY COMPANY

-$584.3K

1,754 -58%

减持

ALLY ALLY FINL INC COM

-$561.9K

10,406 -69%

减持

HD HOME DEPOT INC

-$557.7K

1,398 -58%

增持

GGG GRACO INC COM

+$541.8K

27,109 +10%

清仓

MET METLIFE INC

-$521.2K

0 -100%

增持

IWR ISHARES RUSSELL MID-CAP ETF

+$472.5K

117,769 +1%

减持

MAIN MAIN STR CAP CORP COM

-$464.5K

39,211 -24%

增持

SCHO SCHWAB SHORT TERM US TREASURY ETF

+$463.6K

17,624 +124%

增持

VUSB VANGUARD ULTRA-SHORT BOND ETF

+$451.0K

36,320 +34%

增持

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF

+$443.5K

22,486 +73%

建仓

USFR WISDOMTREE FLOATING RATE TREASURY FUND

+$439.4K

8,732

增持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$436.4K

78,576 +30%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$434.5K

17,271 +35%

减持

TGT TARGET CORPORATION

-$406.1K

7,016 -12%

增持

AMZN AMAZON.COM INC

+$404.6K

12,462 +6%

增持

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

+$404.0K

68,344 +21%

清仓

AVUV AVANTIS U.S. SMALL CAP VALUE ETF

-$392.9K

0 -100%

增持

NVDA NVIDIA CORPORATION

+$369.3K

1,510 +56%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$363.8K

31,364 +20%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$363.6K

38,630 +7%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$361.6K

221,592 +3%

增持

VNQ VANGUARD REAL ESTATE ETF

+$357.1K

62,949 +7%

增持

JPM JPMORGAN CHASE & CO

+$349.5K

5,731 +54%

减持

GPC GENUINE PARTS COMPANY

-$343.8K

2,127 -49%

清仓

USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND

-$324.3K

0 -100%

增持

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

+$322.4K

218,585 +8%

清仓

PFF ISHARES PREFERRED AND INCOME SECURITIES ETF

-$314.1K

0 -100%

清仓

TIP ISHARES TIPS BOND ETF

-$310.0K

0 -100%

建仓

WGO WINNEBAGO INDS INC COM

+$303.3K

4,547

建仓

ROK ROCKWELL AUTOMATION

+$298.8K

907

增持

BAC BANK OF AMERICA CORP

+$291.6K

21,431 +90%

建仓

LEVI LEVI STRAUSS & CO NEW CL A COM STK

+$288.6K

20,000

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$288.3K

78,310 +5%

减持

V VISA INC

-$285.5K

3,907 -27%

增持

VB VANGUARD SMALL-CAP ETF

+$269.0K

9,803 +11%

清仓

AVUS AVANTIS U.S. EQUITY ETF

-$260.3K

0 -100%

增持

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF

+$249.5K

34,957 +6%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$248.8K

19,133 +6%

清仓

DGII DIGI INTL INC COM

-$243.2K

0 -100%

建仓

AVGO BROADCOM INC COM

+$240.7K

277

增持

PKW INVESCO BUYBACK ACHIEVERS ETF

+$237.5K

52,273 +0%

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

+$236.2K

48,490 +5%

增持

QQQ INVESCO QQQ

+$234.3K

1,731 +37%

清仓

CSCO CISCO SYSTEMS INC

-$232.0K

0 -100%

增持

— BROOKFIELD INFRASTRUCTURE PARTNERS LP

+$230.8K

80,062 +0%

减持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$230.8K

51,125 -7%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$224.3K

13,608 +49%

清仓

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$222.1K

0 -100%

建仓

TM TOYOTA MOTOR CORP SP ADR REP2COM

+$220.2K

1,370

建仓

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

+$219.6K

6,986

增持

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

+$217.1K

54,936 +8%

增持

SPY SPDR S&P 500 ETF

+$214.4K

6,279 +0%

建仓

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

+$214.2K

3,421

建仓

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$212.9K

1,579

建仓

PEP PEPSICO INC

+$212.7K

1,148

增持

— ETFMG PRIME CYBER SECURITY ETF

+$209.8K

11,917 +45%

增持

IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF

+$198.3K

67,213 +10%

增持

XT ISHARES EXPONENTIAL TECHNOLOGIES ETF

+$195.3K

50,633 +2%

增持

VBR VANGUARD SMALL-CAP VALUE ETF

+$193.1K

14,700 +4%

减持

HON HONEYWELL INTERNATIONAL INC

-$182.3K

5,886 -20%

增持

LMT LOCKHEED MARTIN CORPORATION

+$181.2K

3,949 +14%

增持

ADBE ADOBE INC

+$179.3K

1,098 +18%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$177.5K

43,269 +7%

增持

VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF

+$172.1K

72,600 +7%

减持

CAT CATERPILLAR INC

-$170.1K

3,437 -23%

增持

WMB WILLIAMS COS INC COM

+$166.9K

24,488 +16%

增持

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

+$166.4K

47,578 +13%

增持

IWV ISHARES RUSSELL 3000 ETF

+$163.8K

8,326 +0%

增持

SLYV SPDR S&P 600 SMALL CAP VALUE ETF

+$163.4K

63,189 +2%

减持

COST COSTCO WHOLESALE CORPORATION

-$162.1K

1,330 -25%

减持

VTEB VANGUARD TAX-EXEMPT BOND ETF

-$159.0K

23,966 -11%

增持

MUB ISHARES NATIONAL MUNI BOND ETF

+$157.8K

10,434 +18%

减持

MMM 3M CO

-$154.7K

11,097 -8%

增持

VEU VANGUARD FTSE ALL-WORLD EX-US ETF

+$150.6K

8,641 +45%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$148.4K

7,194 +2%

增持

VONV VANGUARD RUSSELL 1000 VALUE ETF

+$145.0K

42,478 +2%

减持

VONG VANGUARD RUSSELL 1000 GROWTH ETF

+$141.9K

29,153 -5%

增持

SCHZ SCHWAB US AGGREGATE BOND ETF

+$137.1K

28,876 +13%

减持

HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF

-$134.2K

24,958 -18%

增持

HYD VANECK VECTORS HIGH YIELD MUNI ETF

+$133.4K

13,761 +24%

增持

IBM IBM CORP

+$131.5K

10,763 +8%

增持

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

+$130.1K

11,889 +15%

减持

TXN TEXAS INSTRUMENTS INCORPORATED

-$120.0K

1,151 -35%

增持

EFA ISHARES MSCI EAFE ETF

+$117.0K

21,586 +7%

减持

NOG NORTHERN OIL & GAS, INC

+$113.7K

59,227 -6%

增持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$109.2K

76,017 +2%

增持

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND

+$106.8K

2,716 +14%

增持

BA BOEING CO

+$104.3K

2,146 +31%

增持

UNH UNITEDHEALTH GROUP INC

+$103.9K

4,294 +4%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$101.8K

54,680 -2%

增持

ORCL ORACLE CORPORATION

+$100.1K

3,775 +0%

增持

AMAT APPLIED MATERIALS INC

+$96.2K

3,811 +3%

增持

SLYG SPDR S&P 600 SMALL CAP GROWTH ETF

+$93.6K

21,555 +2%

减持

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

+$92.8K

2,820 -3%

增持

CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF

+$91.7K

19,301 +3%

增持

IBB ISHARES BIOTECHNOLOGY FUND

+$90.5K

3,442 +28%

增持

F FORD MOTOR COMPANY

+$86.1K

32,462 +1%

增持

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

+$85.3K

17,440 +1%

减持

GOOG ALPHABET INC CLASS C

+$85.3K

5,663 -2%

减持

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF

+$85.2K

51,276 -2%

减持

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

-$79.4K

12,839 -28%

增持

IWM ISHARES RUSSELL 2000 ETF

+$79.2K

8,905 +0%

增持

SDOG ALPS SECTOR DIVIDEND DOGS ETF

+$76.8K

35,903 +7%

增持

ECL ECOLAB INC

+$76.7K

3,479 +1%

增持

VOO VANGUARD S&P 500 ETF

+$75.3K

1,423 +6%

增持

TSLA TESLA INC

+$74.8K

1,084 +8%

增持

BDX BECTON DICKINSON AND CO

+$74.6K

1,414 +17%

增持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$71.2K

3,895 +0%

增持

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF

+$69.3K

45,742 +3%

增持

IWN ISHARES RUSSELL 2000 VALUE ETF

+$69.2K

3,300 +14%

减持

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION ETF

-$65.4K

8,714 -17%