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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 13增持 73减持 44清仓 20

方向

标的

Δ市值

现股数(环比)

减持

IWR ISHARES RUSSELL MID-CAP ETF

-$6.3M

26,565 -75%

增持

VUG VANGUARD GROWTH INDEX FUND

+$6.2M

141,137 +10%

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$5.9M

96,132

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。

清仓

SLYV SPDR S&P 600 SMALL CAP VALUE ETF

-$4.7M

0 -100%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$4.4M

116,499 -49%

减持

EFV ISHARES MSCI EAFE VALUE ETF

-$4.0M

82,654 -50%

清仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$3.8M

0 -100%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$3.5M

509,420 +7%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$3.3M

58,545 +59%

清仓

GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF

-$3.3M

0 -100%

清仓

SCZ ISHARES MSCI EAFE SMALL-CAP ETF

-$3.0M

0 -100%

清仓

VONV VANGUARD RUSSELL 1000 VALUE ETF

-$2.9M

0 -100%

减持

GOVT ISHARES U.S. TREASURY BOND ETF

-$2.6M

25,225 -82%

清仓

VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF

-$2.6M

0 -100%

增持

IVE ISHARES S&P 500 VALUE ETF

+$2.6M

149,313 +1%

增持

BRK/B BERKSHIRE HATHAWAY INC CLASS B

+$2.5M

41,401 +2%

增持

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

+$2.5M

685,588 +5%

减持

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

-$2.4M

321,021 -15%

增持

BND VANGUARD TOTAL BOND MARKET INDEX FUND

+$2.4M

318,057 +7%

增持

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

+$2.3M

651,987 +8%

增持

VTV VANGUARD VALUE ETF

+$2.3M

131,743 +2%

清仓

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

-$2.2M

0 -100%

清仓

VONG VANGUARD RUSSELL 1000 GROWTH ETF

-$2.1M

0 -100%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

-$2.0M

24,569 -63%

减持

IJR ISHARES CORE S&P SMALL CAP ETF

-$2.0M

26,618 -44%

增持

AAPL APPLE INC

+$1.9M

82,293 +1%

减持

EFG ISHARES MSCI EAFE GROWTH ETF

-$1.9M

22,979 -47%

减持

VNQ VANGUARD REAL ESTATE ETF

-$1.8M

31,194 -46%

清仓

SLYG SPDR S&P 600 SMALL CAP GROWTH ETF

-$1.8M

0 -100%

清仓

— ISHARES MSCI FRONTIER 100 ETF

-$1.7M

0 -100%

增持

TLT ISHARES 20 YEAR TREASURY BOND ETF

+$1.5M

37,067 +62%

减持

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

+$1.3M

455,522 -8%

增持

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

+$1.2M

513,325 +5%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$1.2M

211,527 +5%

清仓

CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF

-$1.2M

0 -100%

清仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$1.1M

0 -100%

减持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

-$1.1M

46,095 -52%

减持

IWD ISHARES RUSSELL 1000 VALUE ETF

-$901.3K

2,734 -66%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$876.9K

74,119 +7%

清仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$846.0K

0 -100%

增持

RUNN RUNNING OAK EFFICIENT GROWTH ETF

+$784.4K

94,778 +21%

增持

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

+$761.8K

243,731 +2%

建仓

MTBA SIMPLIFY MBS ETF

+$735.9K

14,295

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$661.6K

83,014 +10%

减持

TFLO ISHARES TREASURY FLOATING RATE BOND ETF

-$660.3K

61,224 -17%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$651.4K

143,983 +1%

清仓

XT ISHARES EXPONENTIAL TECHNOLOGIES ETF

-$637.8K

0 -100%

减持

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-$627.0K

7,922 -62%

增持

VO VANGUARD MID-CAP ETF

+$609.0K

25,401 +1%

减持

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND

+$606.4K

94,713 -5%

建仓

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$600.9K

11,410

减持

IVW ISHARES S&P 500 GROWTH ETF

+$591.7K

254,222 -1%

减持

MBB ISHARES MBS ETF

-$581.8K

2,170 -75%

减持

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-$564.7K

3,916 -74%

减持

— BROOKFIELD INFRASTRUCTURE PARTNERS LP

+$564.1K

75,424 -0%

建仓

HACK ETFMG PRIME CYBER SECURITY ETF

+$546.3K

8,001

建仓

AVUV AVANTIS U.S. SMALL CAP VALUE ETF

+$527.4K

5,497

增持

ASIA MATTHEWS PACIFIC TIGER ACTIVE ETF

+$525.0K

31,555 +132%

清仓

VEU VANGUARD FTSE ALL-WORLD EX-US ETF

-$523.4K

0 -100%

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

+$510.6K

59,373 +3%

增持

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

+$501.8K

11,147 +154%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$501.8K

18,991 +73%

增持

UNH UNITEDHEALTH GROUP INC

+$490.5K

4,676 +6%

增持

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

+$485.8K

20,247 +58%

增持

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

+$474.4K

26,630 +15%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$458.4K

64,052 +4%

减持

MMM 3M CO

+$447.4K

14,156 -3%

增持

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

+$443.5K

233,855 +0%

减持

PKW INVESCO BUYBACK ACHIEVERS ETF

+$437.5K

48,351 -1%

增持

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

+$415.5K

92,393 +4%

增持

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

+$389.2K

69,405 +3%

建仓

CI CIGNA CORP

+$378.5K

1,093

减持

VT VANGUARD TOTAL WORLD STOCK ETF

-$362.9K

3,549 -49%

清仓

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF

-$323.3K

0 -100%

增持

IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF

+$322.4K

67,418 +10%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$320.4K

78,335 +0%

减持

SCHX SCHWAB U.S. LARGE-CAP ETF

+$315.7K

145,304 -2%

增持

USB US BANCORP

+$314.4K

18,616 +38%

清仓

VIOO VANGUARD S&P SMALL-CAP 600 ETF

-$290.1K

0 -100%

减持

HDV ISHARES CORE HIGH DIVIDEND ETF

+$284.9K

33,081 -0%

建仓

JMUB JPMORGAN MUNICIPAL ETF

+$267.1K

5,210

增持

SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF

+$254.5K

56,833 +9%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$244.0K

15,094 +1%

建仓

CSCO CISCO SYSTEMS INC

+$243.3K

4,571

清仓

EBND SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF

-$238.0K

0 -100%

增持

MA MASTERCARD INC

+$237.2K

3,230 +5%

减持

LMT LOCKHEED MARTIN CORPORATION

+$235.9K

2,391 -4%

增持

— MEDTRONIC PLC

+$234.3K

5,480 +67%

建仓

WELL WELLTOWER INC COM

+$233.2K

1,822

增持

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

+$232.2K

52,907 +3%

增持

GGG GRACO INC COM

+$229.2K

24,936 +1%

清仓

BA BOEING CO

-$224.1K

0 -100%

清仓

INTC INTEL CORPORATION

-$220.1K

0 -100%

建仓

ABT ABBOTT LABORATORIES

+$218.6K

1,917

增持

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF

+$214.3K

5,167 +55%

建仓

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$211.6K

2,089

减持

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-$211.1K

9,563 -18%

减持

HON HONEYWELL INTERNATIONAL INC

-$209.1K

4,144 -17%

减持

HYD VANECK VECTORS HIGH YIELD MUNI ETF

-$207.1K

10,384 -29%

建仓

ICF ISHARES COHEN & STEERS REIT ETF

+$206.5K

3,133

建仓

SPGI S&P GLOBAL INC

+$206.1K

399

增持

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF

+$204.9K

53,404 +5%

建仓

DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND

+$204.4K

3,080

增持

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

+$202.0K

16,311 +7%

减持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$199.7K

78,254 -0%

减持

IBM IBM CORP

+$194.4K

5,286 -6%

增持

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

+$193.3K

21,213 +2%

减持

SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF

+$179.4K

73,359 -1%

减持

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

-$179.1K

6,946 -33%

减持

NOG NORTHERN OIL & GAS, INC

-$179.0K

59,027 -3%

减持

VBR VANGUARD SMALL-CAP VALUE ETF

+$173.8K

14,776 -3%

增持

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

+$169.2K

75,678 +0%

增持

JPM JPMORGAN CHASE & CO

+$161.6K

5,484 +11%

增持

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF

+$161.5K

18,864 +8%

增持

IWM ISHARES RUSSELL 2000 ETF

+$161.1K

8,934 +0%

增持

IWV ISHARES RUSSELL 3000 ETF

+$158.9K

8,360 +0%

增持

META FACEBOOK INC COMMON STOCK

+$156.9K

1,040 +20%

增持

ORCL ORACLE CORPORATION

+$153.8K

3,616 +10%

增持

XEL XCEL ENERGY INC

+$152.9K

10,004 +7%

增持

EFA ISHARES MSCI EAFE ETF

+$151.5K

21,608 +2%

增持

MSFT MICROSOFT CORPORATION

-$147.4K

11,948 +1%

增持

VOE VANGUARD MID-CAP VALUE ETF

+$143.0K

6,529 +3%

减持

CAT CATERPILLAR INC

+$139.2K

2,566 -1%

增持

PM PHILIP MORRIS INTERNATIONAL INC

+$137.7K

3,048 +33%

增持

USFR WISDOMTREE FLOATING RATE TREASURY FUND

+$131.9K

40,642 +7%

增持

JNJ JOHNSON & JOHNSON

+$131.4K

4,038 +13%

减持

SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF

+$130.9K

77,631 -0%

增持

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF

+$130.9K

46,790 +0%

增持

NEE NEXTERA ENERGY INC

+$128.4K

6,611 +9%

增持

TSLA TESLA INC

+$125.3K

1,602 +8%

增持

ECL ECOLAB INC

+$125.0K

3,534 +8%

增持

GOOGL ALPHABET INC CLASS A

+$125.0K

4,315 +33%

增持

AOR ISHARES CORE GROWTH ALLOCATION ETF

+$120.9K

41,049 +0%

增持

LOW LOWE'S COMPANIES INC

+$119.5K

1,575 +13%

增持

RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF

+$117.3K

42,105 +3%

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$115.9K

8,595 -1%

减持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-$112.3K

10,757 -18%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$111.0K

6,928 -12%

增持

VOO VANGUARD S&P 500 ETF

+$110.2K

2,519 +3%

增持

CBRE CBRE GROUP INC

+$106.2K

2,985 +0%

增持

SDOG ALPS SECTOR DIVIDEND DOGS ETF

+$106.2K

17,088 +0%

增持

MCD MCDONALD'S CORP

+$104.8K

1,851 +3%

增持

V VISA INC

+$100.6K

4,062 +5%

减持

HD HOME DEPOT INC

+$99.3K

1,729 -1%

减持

SPY SPDR S&P 500 ETF

+$98.1K

5,663 -2%

减持

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF

+$91.8K

111,095 -1%

增持

IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND

+$90.5K

7,643 +36%

减持

COST COSTCO WHOLESALE CORPORATION

-$90.5K

1,034 -13%

减持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$90.3K

13,270 -2%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$89.2K

33,791 +0%