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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 79
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$7.1M
521,097
+6%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$5.4M
102,409
+6%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$3.6M
383,493
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。
+7%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$3.1M
574,571
+10%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$3.0M
525,176
+20%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$3.0M
146,518
+0%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$2.8M
283,258
+5%
增持
VTV
VANGUARD VALUE ETF
+$2.4M
119,510
+6%
增持
MSFT
MICROSOFT CORPORATION
+$2.3M
15,459
+40%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$1.9M
459,948
+11%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$1.9M
93,294
+69%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$1.9M
138,667
+125%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.8M
345,951
+2%
清仓
HYLB
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$1.8M
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$1.7M
119,201
-0%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.7M
293,150
+5%
增持
AAPL
APPLE INC
+$1.5M
69,813
+0%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.5M
111,034
+3%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$1.4M
250,507
+3%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.4M
34,150
+24%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$1.3M
120,109
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.3M
69,085
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$1.1M
39,018
+6%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$992.3K
264,897
-4%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$960.9K
27,218
+3%
增持
VO
VANGUARD MID-CAP ETF
+$932.5K
24,745
+7%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$869.9K
211,307
-3%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$815.6K
64,291
+2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$792.6K
234,692
+4%
减持
—
EXXON MOBIL CORPORATION
-$785.7K
12,353
-28%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$779.9K
63,555
-1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$774.7K
53,583
+6%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$687.9K
186,036
-23%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$619.9K
25,064
+20%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$610.2K
240,899
+2%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$588.2K
33,526
+54%
清仓
—
ETFMG PRIME CYBER SECURITY ETF
-$574.8K
0
-100%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$543.3K
52,457
+8%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$493.2K
17,044
+155%
增持
SPY
SPDR S&P 500 ETF
+$485.2K
6,496
+7%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$430.2K
10,147
+12%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$417.0K
38,955
+8%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$408.4K
76,238
-1%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$396.3K
51,536
+0%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$387.7K
22,400
+101%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$385.1K
96,602
+12%
减持
GGG
GRACO INC COM
+$375.9K
27,111
-0%
建仓
BIL
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF
+$374.9K
4,102
增持
VOO
VANGUARD S&P 500 ETF
+$374.8K
2,017
+56%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$373.8K
39,300
+53%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$369.4K
43,294
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$365.7K
5,865
+3%
清仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$357.4K
0
-100%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$354.9K
53,088
+2%
增持
AMZN
AMAZON.COM INC
+$349.5K
12,478
+3%
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$345.0K
6,534
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$345.0K
225,775
-1%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$341.9K
22,575
-1%
减持
KMI
KINDER MORGAN INC
-$337.5K
54,396
-30%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$337.5K
14,981
+1%
减持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE
-$323.0K
13,369
-26%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$316.4K
79,491
+4%
增持
VB
VANGUARD SMALL-CAP ETF
+$302.9K
10,122
+3%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$301.4K
59,363
+1%
建仓
AMGN
AMGEN, INC
+$300.9K
1,045
清仓
ESGE
ISHARES MSCI EM ESG SELECT ETF
-$296.3K
0
-100%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$291.7K
22,650
+4%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$283.4K
0
-100%
减持
DEM
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
-$277.1K
6,669
-54%
增持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
+$272.8K
30,784
+3%
清仓
GLDM
SPDR GOLD MINISHARES TRUST
-$267.2K
0
-100%
减持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$259.1K
49,557
-4%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$257.0K
28,985
+14%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$253.9K
7,424
+36%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$240.1K
8,331
+0%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$232.6K
15,867
+65%
增持
QQQ
INVESCO QQQ
+$230.7K
2,079
+20%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$229.8K
50,294
+2%
建仓
WDAY
WORKDAY INC
+$229.7K
832
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$221.9K
207,498
-9%
清仓
FLOT
ISHARES FLOATING RATE BOND ETF
-$221.7K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$220.2K
0
-100%
建仓
—
SEAGATE TECHNOLOGY PLC
+$219.9K
2,576
建仓
DAL
DELTA AIR LINES INC
+$213.5K
5,307
建仓
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$211.8K
4,241
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$211.3K
0
-100%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$210.4K
14,367
+10%
建仓
MRK
MERCK & CO INC
+$208.8K
1,915
建仓
FNX
FIRST TRUST MID CAP CORE ALPHADEX FUND
+$208.1K
1,992
减持
IBM
IBM CORP
-$200.5K
7,333
-27%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$200.2K
15,449
+11%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$200.1K
3,113
-21%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$196.4K
27,140
-3%
减持
DE
DEERE & COMPANY
-$192.4K
2,490
-21%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$191.7K
26,699
-1%
增持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$187.9K
17,695
+1%
减持
MAIN
MAIN STR CAP CORP COM
-$187.0K
32,668
-17%
减持
WMB
WILLIAMS COS INC COM
-$186.2K
17,873
-26%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$185.1K
8,627
-21%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$184.6K
74,506
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$184.5K
13,879
-26%
减持
—
ROYAL CARIBBEAN CRUISES LTD
+$184.3K
11,564
-19%
增持
BA
BOEING CO
+$182.1K
2,348
+5%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$178.8K
6,193
+66%
减持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
+$177.7K
75,477
-0%
减持
TGT
TARGET CORPORATION
+$175.5K
6,568
-5%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$171.7K
47,133
+4%
增持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$168.6K
44,361
+0%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$162.6K
12,351
+16%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$162.4K
51,072
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$161.4K
7,210
-1%
清仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$157.3K
0
-100%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
+$151.0K
198,387
-1%
增持
EFA
ISHARES MSCI EAFE ETF
+$151.0K
21,091
+1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$148.6K
11,353
-7%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$148.1K
30,470
+6%
减持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
+$147.8K
77,000
-1%
增持
USB
US BANCORP
+$147.8K
9,952
+16%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$143.3K
37,957
-2%
减持
TM
TOYOTA MOTOR CORP SP ADR REP2COM
-$142.4K
1,472
-36%
增持
CWB
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
+$142.2K
20,372
+4%
减持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$134.3K
35,698
-1%
减持
VV
VANGUARD LARGE CAP ETF
-$131.3K
3,925
-22%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$130.8K
10,842
-24%
减持
MMM
3M CO
+$128.5K
10,054
-3%
减持
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE ETF
+$126.9K
70,973
-5%
减持
COST
COSTCO WHOLESALE CORPORATION
+$123.0K
1,310
-0%
增持
NOW
SERVICENOW INC
+$120.3K
603
+10%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$119.5K
1,695
+23%
增持
V
VISA INC
+$117.5K
3,866
+0%
增持
—
ISHARES MSCI FRONTIER 100 ETF
+$116.6K
70,451
+5%
增持
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$112.9K
7,108
+38%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$110.6K
17,328
-5%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$104.8K
54,481
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$102.6K
4,286
+0%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$101.9K
14,867
-2%
增持
ECL
ECOLAB INC
+$100.8K
3,473
+0%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$99.7K
10,119
-1%
减持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF
+$94.3K
14,613
-1%
增持
AMAT
APPLIED MATERIALS INC
+$90.3K
3,787
+0%
增持
—
MEDTRONIC PLC
+$90.1K
6,090
+16%
增持
IDXX
IDEXX LABORATORIES INC
+$86.9K
734
+0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$85.3K
2,737
-2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$84.4K
8,918
-3%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$79.9K
20,828
-3%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$77.8K
12,237
-4%
减持
PFE
PFIZER INC
-$74.1K
8,524
-12%
增持
HD
HOME DEPOT INC
+$73.8K
1,411
+3%
增持
BAC
BANK OF AMERICA CORP
+$72.3K
11,350
+0%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$71.5K
10,872
-8%
