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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 70
减持 68
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD VALUE ETF
+$16.2M
220,311
+70%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$8.5M
108,248
-29%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
-$7.5M
659,065
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。
-32%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$4.5M
392,268
+16%
增持
VUG
VANGUARD GROWTH INDEX FUND
-$3.9M
152,566
+4%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$3.0M
4,035
-90%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$2.8M
36,476
-1%
减持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
-$2.7M
453,732
-1%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$2.5M
713,213
+9%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$2.4M
262,034
-0%
增持
AAPL
APPLE INC
-$2.3M
81,667
+0%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$1.9M
16,138
-70%
建仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$1.8M
17,799
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.8M
48,720
+89%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.5M
515,710
-0%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$1.3M
257,975
+8%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$1.1M
366,720
-8%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$1.0M
260,015
+3%
增持
MMM
3M CO
+$946.9K
19,806
+30%
建仓
FLTB
FIDELITY LIMITED TERM BOND ETF
+$826.3K
16,496
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$668.8K
108,544
+8%
减持
MSFT
MICROSOFT CORPORATION
-$642.0K
11,493
-2%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$631.3K
540,393
+6%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$626.7K
65,847
+6%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$623.3K
31,351
+24%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$613.9K
276,200
+6%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$599.6K
181,106
-5%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$565.9K
90,204
-2%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$546.3K
265,289
+3%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$526.1K
145,622
-4%
减持
SEIM
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
-$492.6K
50,386
-16%
减持
NOG
NORTHERN OIL & GAS, INC
-$492.3K
54,947
-5%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$463.2K
94,730
+1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$449.2K
27,265
-5%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$428.1K
168,783
+2%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$349.8K
70,939
-3%
清仓
NVO
NOVO-NORDISK A S ADR
-$331.9K
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$330.6K
101,119
+7%
建仓
HIMU
BLACKROCK ETF TRUST II ISHARES HIGH YIE
+$330.0K
6,663
增持
AMZN
AMAZON.COM INC
-$327.9K
11,327
+0%
减持
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$320.1K
18,779
-18%
减持
SEIV
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
-$317.4K
58,814
-13%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$316.5K
32,903
+9%
增持
NVDA
NVIDIA CORPORATION
-$296.2K
13,397
+3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$289.4K
12,274
-1%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$288.1K
69,270
+9%
清仓
TSLA
TESLA INC
-$280.3K
0
-100%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$274.7K
30,659
+27%
减持
AVGO
BROADCOM INC COM
-$271.2K
2,420
-17%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$269.0K
32,834
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$265.3K
4,853
-5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$263.2K
103,663
-8%
减持
VB
VANGUARD SMALL-CAP ETF
-$247.2K
8,197
-5%
建仓
DIM
WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
+$243.4K
3,678
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$236.9K
42,204
-21%
增持
RUNN
RUNNING OAK EFFICIENT GROWTH ETF
+$236.4K
115,010
+8%
增持
VFH
VANGUARD FINANCIALS INDEX FUND
+$234.5K
5,998
+47%
建仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$232.0K
6,466
减持
GOOG
ALPHABET INC CLASS C
-$228.7K
5,106
-5%
增持
TGT
TARGET CORPORATION
-$226.2K
8,940
+5%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$225.3K
19,581
+30%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$224.5K
1,352
建仓
TRV
TRAVELERS COMPANIES INC
+$211.6K
800
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$206.3K
16,407
-0%
建仓
AMGN
AMGEN, INC
+$204.8K
657
减持
—
ROYAL CARIBBEAN CRUISES LTD
-$203.2K
7,207
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$201.9K
8,463
+7%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$200.9K
0
-100%
清仓
BA
BOEING CO
-$200.2K
0
-100%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
-$199.1K
51,072
-4%
减持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
+$182.6K
67,345
-0%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$171.3K
664,539
+4%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$168.8K
164,721
-1%
增持
QQQ
INVESCO QQQ
-$168.3K
5,118
+2%
增持
V
VISA INC
+$167.9K
4,679
+0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$167.6K
8,446
+64%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$161.4K
7,727
+18%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$155.9K
20,004
-13%
减持
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
-$148.2K
4,632
-4%
减持
SEIQ
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
-$145.0K
28,048
-13%
增持
IWV
ISHARES RUSSELL 3000 ETF
-$144.4K
8,993
+0%
增持
SOLV
SOLVENTUM CORP COM SHS
+$141.7K
6,582
+21%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$140.0K
232,842
-1%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
-$139.0K
75,064
+0%
减持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
-$135.3K
37,645
-13%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$133.9K
50,948
-12%
增持
VO
VANGUARD MID-CAP ETF
+$130.7K
26,528
+4%
减持
—
EXXON MOBIL CORPORATION
+$130.6K
12,498
-1%
减持
EFA
ISHARES MSCI EAFE ETF
+$129.5K
21,403
-0%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$128.8K
9,855
-5%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$125.8K
26,800
-9%
增持
O
REALTY INCOME CORP COM
+$125.7K
5,929
+45%
增持
VRT
VERTIV HOLDINGS CO COM CL A
-$124.0K
3,242
+3%
增持
ABBV
ABBVIE INC
+$123.1K
2,979
+6%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
-$121.3K
53,419
+0%
减持
IBM
IBM CORP
+$119.9K
4,475
-1%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$119.6K
33,968
+17%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$118.2K
14,081
-4%
减持
XEL
XCEL ENERGY INC
-$113.3K
7,855
-21%
增持
F
FORD MOTOR COMPANY
+$110.3K
43,356
+32%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$107.9K
6,090
-9%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$104.0K
2,688
+0%
增持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$101.9K
31,748
+0%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$101.6K
9,027
-0%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
-$101.5K
19,188
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$100.0K
13,974
+5%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$99.8K
20,187
+0%
增持
JPM
JPMORGAN CHASE & CO
+$97.6K
7,256
+3%
减持
NOW
SERVICENOW INC
-$97.2K
276
-8%
增持
LMT
LOCKHEED MARTIN CORPORATION
-$95.3K
2,729
+1%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$94.9K
108,228
+1%
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$94.7K
5,879
+20%
增持
MO
ALTRIA GROUP INC
+$93.3K
8,969
+5%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$91.4K
2,564
-31%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$90.7K
12,431
-6%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$90.4K
8,944
-15%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$89.6K
11,093
-6%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
-$88.8K
26,897
+0%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$88.0K
1,814
-24%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$87.8K
31,617
+2%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$86.2K
37,863
-5%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$86.2K
7,062
+15%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$85.7K
7,711
+0%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$85.0K
5,164
+4%
减持
COWZ
PACER US CASH COWS 100 ETF
-$84.9K
9,686
-11%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$84.8K
39,099
-4%
减持
DE
DEERE & COMPANY
+$83.8K
1,890
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$83.0K
4,618
+0%
减持
T
AT&T INC
+$82.1K
14,943
-0%
增持
DAL
DELTA AIR LINES INC
-$81.4K
4,852
+0%
减持
MTBA
SIMPLIFY MBS ETF
-$78.6K
11,958
-12%
减持
KMI
KINDER MORGAN INC
-$78.5K
40,088
-10%
增持
CAT
CATERPILLAR INC
-$77.5K
2,422
+0%
减持
HON
HONEYWELL INTERNATIONAL INC
-$77.1K
5,397
-0%
减持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$77.0K
3,918
-20%
减持
MA
MASTERCARD INC
+$74.7K
3,501
-0%
增持
ORCL
ORACLE CORPORATION
-$73.8K
3,085
+2%
增持
GILD
GILEAD SCIENCES INC
+$71.6K
3,625
+0%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$69.4K
16,589
-16%
增持
SPY
SPDR S&P 500 ETF
-$68.4K
6,496
+3%
增持
NEM
NEWMONT CORPORATION
+$67.1K
6,069
+0%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$66.9K
26,618
-4%
增持
AMLP
ALERIAN MLP ETF
+$66.5K
5,325
+22%
增持
USB
US BANCORP
+$66.2K
27,725
+20%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$65.3K
14,985
+3%
增持
ECL
ECOLAB INC
+$65.2K
3,370
+0%
减持
JNJ
JOHNSON & JOHNSON
+$62.7K
3,309
-2%
减持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
-$60.1K
3,184
-16%
减持
HACK
ETFMG PRIME CYBER SECURITY ETF
-$59.8K
7,427
-7%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$58.6K
26,425
+8%
