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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 59
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH INDEX FUND
+$6.3M
147,302
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$2.4M
36,680
-11%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$2.4M
263,232
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。
+4%
增持
ASIA
MATTHEWS PACIFIC TIGER ACTIVE ETF
+$2.3M
122,564
+288%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.2M
515,821
+1%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$2.0M
25,806
+369%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.9M
191,234
-10%
增持
QQQ
INVESCO QQQ
+$1.6M
5,024
+164%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.6M
25,227
+164%
增持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
-$1.5M
459,778
+1%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$1.4M
638,752
-7%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$1.4M
653,059
+0%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.3M
164,927
+15%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
-$1.2M
510,641
-1%
减持
AAPL
APPLE INC
+$1.2M
81,460
-1%
减持
VTV
VANGUARD VALUE ETF
-$1.1M
129,329
-2%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$1.0M
1,975
+458%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$997.7K
61,900
+6%
建仓
TYG
TORTOISE ENERGY INFRA CORP COM
+$934.8K
22,258
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$923.8K
73,019
-12%
清仓
—
TORTOISE MIDSTRM ENERGY FD INC COM
-$858.8K
0
-100%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$856.8K
14,488
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$843.3K
260,199
+251%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$764.3K
12,391
+39%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
-$754.2K
251,554
+3%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$709.3K
18,549
+26%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$703.7K
4,945
+94%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$694.3K
92,246
-3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$653.2K
397,137
+173%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$643.7K
100,406
+4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$619.5K
112,511
-3%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$594.4K
39,710
+760%
减持
NVDA
NVIDIA CORPORATION
-$590.7K
13,018
-32%
增持
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
+$553.3K
4,841
+64%
增持
JPM
JPMORGAN CHASE & CO
+$525.7K
7,017
+28%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$516.1K
257,951
+303%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$507.0K
94,685
+14%
建仓
ABBV
ABBVIE INC
+$501.0K
2,819
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$486.7K
15,030
+188%
建仓
VFH
VANGUARD FINANCIALS INDEX FUND
+$482.1K
4,083
建仓
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$471.2K
9,633
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$463.0K
338,650
+6%
减持
GOOGL
ALPHABET INC CLASS A
-$458.3K
1,359
-69%
增持
SPY
SPDR S&P 500 ETF
+$453.2K
6,317
+12%
建仓
MO
ALTRIA GROUP INC
+$445.0K
8,510
增持
KMI
KINDER MORGAN INC
+$432.9K
44,607
+25%
建仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$399.5K
14,592
减持
UNH
UNITEDHEALTH GROUP INC
-$399.5K
4,615
-1%
增持
HON
HONEYWELL INTERNATIONAL INC
+$363.3K
5,401
+30%
增持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$360.2K
36,576
+45%
增持
V
VISA INC
+$354.9K
4,657
+15%
建仓
PRU
PRUDENTIAL FINL INC COM
+$350.7K
2,959
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$346.4K
54,517
-11%
建仓
T
AT&T INC
+$340.5K
14,954
减持
SEIM
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
-$340.2K
59,817
-18%
建仓
GILD
GILEAD SCIENCES INC
+$334.6K
3,622
减持
SEIV
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
-$331.5K
67,226
-13%
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
-$325.4K
234,859
+0%
增持
RUNN
RUNNING OAK EFFICIENT GROWTH ETF
+$324.9K
106,602
+12%
清仓
ADBE
ADOBE INC
-$323.5K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$307.3K
13,351
+165%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$305.7K
29,463
-17%
建仓
GIS
GENERAL MILLS INC
+$303.6K
4,761
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$300.9K
22,439
-2%
增持
IVE
ISHARES S&P 500 VALUE ETF
-$299.9K
152,662
+2%
减持
META
FACEBOOK INC COMMON STOCK
-$286.7K
527
-49%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$286.5K
7,409
-14%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$280.6K
24,476
+21%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
-$269.6K
94,208
+2%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$269.6K
8,979
+7%
减持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
-$267.7K
74,713
-1%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$265.2K
238,645
+4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$264.2K
31,149
-0%
减持
VV
VANGUARD LARGE CAP ETF
-$262.0K
2,934
-27%
增持
CSCO
CISCO SYSTEMS INC
+$260.7K
8,513
+86%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$260.0K
5,162
建仓
VCR
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
+$257.1K
685
增持
USB
US BANCORP
+$253.2K
23,092
+24%
增持
MA
MASTERCARD INC
+$249.2K
3,502
+8%
建仓
QCOM
QUALCOMM INC
+$249.1K
1,621
建仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
+$238.2K
4,920
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$234.8K
106,813
-4%
增持
SCHP
SCHWAB U.S. TIPS ETF
-$234.1K
58,223
+80%
建仓
HRB
H & R BLOCK INC
+$230.1K
4,355
清仓
PSX
PHILLIPS 66
-$227.9K
0
-100%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$221.4K
39,104
+5%
增持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
-$219.1K
75,769
+0%
清仓
LLY
LILLY ELI & CO COM
-$218.8K
0
-100%
清仓
ABT
ABBOTT LABORATORIES
-$218.6K
0
-100%
建仓
O
REALTY INCOME CORP COM
+$218.2K
4,086
清仓
TRV
TRAVELERS COMPANIES INC
-$212.6K
0
-100%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$211.6K
0
-100%
建仓
AMLP
ALERIAN MLP ETF
+$210.0K
4,361
清仓
MBB
ISHARES MBS ETF
-$207.9K
0
-100%
清仓
ICF
ISHARES COHEN & STEERS REIT ETF
-$206.5K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$206.1K
0
-100%
清仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$205.9K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$204.6K
19,462
-3%
清仓
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
-$204.4K
0
-100%
减持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-$203.5K
63,256
-3%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$201.7K
6,151
-27%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$200.9K
1,217
建仓
BA
BOEING CO
+$200.2K
1,131
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$200.0K
19,665
+43%
增持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
-$198.3K
67,489
+0%
减持
NEE
NEXTERA ENERGY INC
-$192.9K
5,105
-23%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$192.4K
175,658
+196%
减持
EFA
ISHARES MSCI EAFE ETF
-$187.3K
21,423
-1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$187.0K
28,643
+8%
减持
MSFT
MICROSOFT CORPORATION
-$184.9K
11,759
-2%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$183.5K
53,496
+82%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$183.2K
33,028
-0%
增持
HD
HOME DEPOT INC
+$183.1K
2,272
+31%
减持
IBM
IBM CORP
-$175.9K
4,516
-15%
减持
—
ROYAL CARIBBEAN CRUISES LTD
+$174.9K
7,299
-14%
减持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
-$171.8K
28,940
-15%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF
-$169.8K
46,132
-1%
减持
JNJ
JOHNSON & JOHNSON
-$168.5K
3,360
-17%
减持
NVO
NOVO-NORDISK A S ADR
-$162.7K
3,859
-7%
减持
AMAT
APPLIED MATERIALS INC
-$147.3K
2,284
-11%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$146.8K
14,595
-3%
减持
MCD
MCDONALD'S CORP
-$146.0K
1,441
-22%
减持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
-$140.3K
3,797
-27%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$139.7K
16,443
+1%
减持
TSLA
TESLA INC
-$138.9K
694
-57%
减持
RSPS
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
-$135.0K
40,796
-3%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$132.0K
19,997
-21%
增持
PFE
PFIZER INC
+$129.7K
15,284
+60%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$129.3K
18,402
-3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$128.5K
166,992
+113%
减持
SEIQ
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
-$128.0K
32,182
-10%
减持
CAT
CATERPILLAR INC
-$127.3K
2,416
-6%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$125.3K
11,818
+13%
增持
COST
COSTCO WHOLESALE CORPORATION
+$125.2K
1,137
+10%
减持
VOO
VANGUARD S&P 500 ETF
-$124.5K
2,236
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$120.9K
7,942
-7%
建仓
PML
PIMCO MUN INCOME FD II COM
+$118.7K
14,669
增持
CVX
CHEVRON CORPORATION
+$113.2K
2,808
+41%
减持
ECL
ECOLAB INC
-$113.2K
3,368
-5%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$112.9K
31,740
-8%
减持
LOW
LOWE'S COMPANIES INC
-$111.8K
1,275
-19%
建仓
NUV
NUVEEN MUN VALUE FD INC COM
+$111.6K
12,993
减持
ORCL
ORACLE CORPORATION
-$110.9K
3,031
-16%
减持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
-$110.9K
24,202
-5%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$108.1K
80,065
-8%
增持
MRK
MERCK & CO INC
+$108.0K
3,924
+58%
减持
GGG
GRACO INC COM
-$104.5K
24,650
-1%
减持
XEVVX
EATON VANCE LIMITED DURATION INCOME FUND
-$103.8K
16,465
-35%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$102.9K
23,088
-6%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$99.7K
71,579
+3%
