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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 60
减持 75
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH INDEX FUND
+$12.2M
128,184
+23%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$8.2M
164,433
-47%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$7.1M
42,971
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。
-61%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.5M
474,292
+41%
减持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
-$5.9M
495,216
-9%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$3.1M
47,504
-35%
减持
AAPL
APPLE INC
+$3.0M
81,854
-2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$2.3M
256,647
+1%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$2.1M
36,724
+45%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$1.7M
99,438
-8%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$1.5M
147,656
-3%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.4M
75,486
+51%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.3M
66,613
+8%
增持
RUNN
RUNNING OAK EFFICIENT GROWTH ETF
+$1.1M
78,098
+96%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$997.1K
142,458
-23%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$869.7K
107,017
-6%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$755.1K
652,133
+3%
建仓
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$752.0K
12,842
增持
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$714.8K
21,501
+144%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$648.0K
58,201
-9%
增持
NVDA
NVIDIA CORPORATION
+$636.8K
18,808
+907%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$617.9K
60,192
-6%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$529.5K
74,185
+16%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$507.4K
23,087
+37%
减持
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE ETF
-$505.2K
63,297
-13%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
-$504.6K
238,267
-4%
减持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$500.0K
24,641
-18%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$475.5K
601,612
+3%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$472.6K
37,948
+33%
减持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$451.9K
59,041
-9%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$415.3K
66,140
-10%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$410.5K
61,628
-2%
减持
XEVVX
EATON VANCE LIMITED DURATION INCOME FUND
-$400.1K
28,884
-59%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$394.2K
379,763
+2%
增持
COWZ
PACER US CASH COWS 100 ETF
+$372.7K
12,286
+141%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$366.1K
244,910
-0%
增持
GGG
GRACO INC COM
-$348.6K
24,634
+0%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$340.5K
48,822
-8%
清仓
GPC
GENUINE PARTS COMPANY
-$310.0K
0
-100%
减持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
-$303.2K
95,163
-11%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$303.0K
38,462
-7%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
-$302.9K
15,302
-5%
建仓
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$301.6K
4,799
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$296.8K
201,751
+2%
减持
MSFT
MICROSOFT CORPORATION
+$292.6K
11,833
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$292.1K
13,583
-14%
建仓
SOLV
SOLVENTUM CORP COM SHS
+$291.6K
5,514
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$289.1K
48,322
-6%
减持
IVV
ISHARES CORE S&P 500 ETF
-$284.1K
5,399
-12%
减持
PKW
INVESCO BUYBACK ACHIEVERS ETF
-$282.6K
49,082
-1%
减持
CWB
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
-$281.9K
16,092
-18%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$280.4K
40,625
+2%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
-$275.2K
75,756
+0%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$275.1K
91,758
-14%
减持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE
-$270.2K
3,957
-39%
减持
TGT
TARGET CORPORATION
-$265.1K
7,414
-3%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$262.7K
298,358
+2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$253.7K
142,201
+1%
减持
ADBE
ADOBE INC
-$247.0K
501
-52%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$236.8K
10,742
-20%
清仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$234.1K
0
-100%
增持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$225.3K
20,792
+17%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$223.1K
489,999
+2%
减持
DE
DEERE & COMPANY
-$218.7K
2,146
-14%
减持
USB
US BANCORP
-$218.6K
13,524
-20%
减持
—
ISHARES MSCI FRONTIER 100 ETF
-$215.5K
62,110
-7%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$214.2K
371
清仓
MPC
MARATHON PETROLEUM CORP
-$213.1K
0
-100%
减持
MAIN
MAIN STR CAP CORP COM
-$212.8K
15,144
-27%
清仓
CSCO
CISCO SYSTEMS INC
-$211.1K
0
-100%
清仓
DIS
WALT DISNEY CO
-$210.8K
0
-100%
建仓
IQDG
WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
+$208.7K
5,627
建仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF
+$206.3K
5,935
建仓
EEMA
ISHARES MSCI EMERGING MARKETS ASIA ETF
+$204.3K
2,819
清仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
-$203.4K
0
-100%
建仓
LLY
LILLY ELI & CO COM
+$200.1K
221
减持
IBM
IBM CORP
-$193.3K
5,633
-8%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$185.4K
2,487
-16%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$177.3K
148,532
-2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$173.7K
69,295
+7%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$172.9K
7,892
-16%
增持
GOOG
ALPHABET INC CLASS C
+$172.7K
5,528
+0%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$165.5K
67,552
+10%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$163.9K
15,294
+0%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$157.7K
20,862
-7%
增持
GOOGL
ALPHABET INC CLASS A
+$156.6K
3,243
+13%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$154.5K
78,557
-3%
增持
VO
VANGUARD MID-CAP ETF
-$147.1K
25,165
+1%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$145.9K
14,976
-3%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$141.4K
88,946
+8%
减持
MA
MASTERCARD INC
-$141.1K
3,078
-1%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$136.9K
32,140
-7%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$135.9K
78,269
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$135.3K
9,036
-2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$133.3K
8,140
-6%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$131.6K
57,522
-1%
增持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
-$130.0K
75,588
+0%
增持
AVGO
BROADCOM INC COM
+$129.7K
398
+4%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$128.2K
52,305
+15%
减持
CAT
CATERPILLAR INC
-$126.7K
2,595
-4%
增持
VOO
VANGUARD S&P 500 ETF
+$124.8K
2,438
+7%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$124.5K
3,829
-20%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$123.1K
14,330
-15%
增持
NVO
NOVO-NORDISK A S ADR
+$119.5K
3,859
+15%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$117.3K
13,994
-9%
减持
INTC
INTEL CORPORATION
-$117.0K
7,108
-7%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$114.8K
112,087
+5%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$109.1K
10,841
-13%
减持
SPY
SPDR S&P 500 ETF
+$107.9K
5,790
-0%
减持
—
EXXON MOBIL CORPORATION
-$104.7K
11,548
-6%
减持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION ETF
-$99.4K
6,212
-18%
减持
XEL
XCEL ENERGY INC
-$93.4K
9,369
-15%
减持
COST
COSTCO WHOLESALE CORPORATION
+$92.9K
1,185
-5%
增持
RSPS
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
-$92.0K
40,693
+0%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$91.1K
20,526
+12%
减持
AMZN
AMAZON.COM INC
-$87.3K
12,361
-10%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND TRUST
-$83.9K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$82.3K
8,665
+1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$80.1K
20,211
-0%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$77.4K
8,335
+0%
增持
QQQ
INVESCO QQQ
+$76.4K
1,859
+1%
减持
JNJ
JOHNSON & JOHNSON
-$76.3K
3,579
-6%
减持
—
TORTOISE MIDSTRM ENERGY FD INC COM
+$74.2K
18,580
-2%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$72.8K
51,124
+0%
减持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$72.1K
20,502
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$71.9K
10,103
+8%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$71.7K
6,327
-4%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$71.0K
6,993
+8%
减持
SEIM
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
+$69.6K
74,407
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$67.1K
4,406
+0%
增持
TSLA
TESLA INC
+$66.6K
1,485
+15%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$66.0K
8,933
+0%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$61.4K
29,409
-3%
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$60.8K
4,910
+1%
增持
HD
HOME DEPOT INC
-$57.8K
1,747
+2%
减持
AMAT
APPLIED MATERIALS INC
+$56.1K
2,549
-4%
减持
BA
BOEING CO
-$53.3K
1,231
-14%
减持
PSX
PHILLIPS 66
-$52.8K
1,608
-6%
增持
MMM
3M CO
-$51.1K
14,558
+0%
减持
—
ACCENTURE PLC
-$49.6K
1,071
-1%
减持
—
ROYAL CARIBBEAN CRUISES LTD
+$48.4K
9,327
-10%
增持
V
VISA INC
-$48.2K
3,872
+1%
增持
NEE
NEXTERA ENERGY INC
+$47.8K
6,078
+2%
增持
MCD
MCDONALD'S CORP
-$46.3K
1,801
+1%
增持
LOW
LOWE'S COMPANIES INC
-$46.1K
1,392
+0%
增持
VTV
VANGUARD VALUE ETF
-$43.8K
129,246
+1%
增持
NEM
NEWMONT CORPORATION
+$42.6K
6,485
+2%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$41.0K
11,871
+0%
增持
META
FACEBOOK INC COMMON STOCK
+$40.5K
869
+6%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$39.6K
3,395
-13%
