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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 76
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH INDEX FUND
+$11.1M
154,319
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.1M
567,596
+10%
建仓
MEMS
MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF
+$4.8M
181,968
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。
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$4.2M
259,385
-1%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$4.2M
778,779
+9%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$4.1M
725,921
+9%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$2.7M
69,212
+5%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$2.4M
577,585
+7%
增持
VTV
VANGUARD VALUE ETF
+$2.3M
228,422
+4%
减持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$2.2M
448,799
-1%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$2.1M
153,712
-15%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.9M
67,908
+39%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.9M
49,843
+59%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$1.9M
36,178
-1%
减持
GGG
GRACO INC COM
-$1.8M
2,530
-90%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.7M
284,961
+7%
减持
AAPL
APPLE INC
-$1.5M
81,094
-1%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$1.5M
411,624
+5%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.4M
109,155
+1%
减持
MSFT
MICROSOFT CORPORATION
+$1.3M
11,243
-2%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$1.3M
44,986
+130%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$1.2M
264,302
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$975.4K
4,624
+0%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$935.3K
173,875
+3%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$776.7K
25,560
+44%
增持
VO
VANGUARD MID-CAP ETF
+$726.9K
27,114
+2%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$725.8K
6,581
-47%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$675.8K
254,092
-2%
增持
—
MEDTRONIC PLC
+$669.7K
13,776
+133%
减持
MMM
3M CO
-$667.7K
14,720
-26%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$667.4K
88,758
-2%
减持
—
ROYAL CARIBBEAN CRUISES LTD
+$638.6K
6,768
-6%
减持
NVDA
NVIDIA CORPORATION
+$628.5K
13,169
-2%
清仓
MTBA
SIMPLIFY MBS ETF
-$599.6K
0
-100%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$598.2K
658,466
-0%
建仓
MBB
ISHARES MBS ETF
+$586.7K
6,249
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$545.0K
184,072
+8%
增持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$543.0K
48,753
+0%
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$536.0K
10,419
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$500.5K
35,835
+9%
增持
AMZN
AMAZON.COM INC
+$489.9K
12,056
+6%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$482.4K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$458.0K
2,548
+12%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$457.4K
16,905
+3%
增持
QQQ
INVESCO QQQ
+$452.4K
5,171
+1%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$443.1K
96,375
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$429.1K
348,865
-5%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$418.0K
79,564
+15%
增持
RUNN
RUNNING OAK EFFICIENT GROWTH ETF
+$417.0K
122,547
+7%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$402.0K
165,619
+1%
增持
ASIA
MATTHEWS PACIFIC TIGER ACTIVE ETF
+$392.7K
121,460
+0%
建仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$365.7K
3,255
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$363.6K
7,141
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$358.0K
20,166
+5%
增持
AVGO
BROADCOM INC COM
+$341.1K
2,707
+12%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$326.2K
71,003
+0%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$326.1K
59,740
-25%
减持
SPY
SPDR S&P 500 ETF
+$324.8K
6,407
-1%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$302.7K
9,001
+0%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
+$296.0K
75,586
+1%
建仓
UPS
UNITED PARCEL SERVICE INC
+$293.4K
2,907
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$292.3K
2,060
建仓
ENDW
CAMBRIA ENDOWMENT STYLE ETF
+$291.1K
10,395
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$280.3K
5,707
+11%
增持
HIMU
BLACKROCK ETF TRUST II ISHARES HIGH YIE
+$273.2K
12,405
+86%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$267.4K
22,150
+0%
建仓
DOW
DOW JONES INDUSTRIAL AVERAGE
+$258.1K
9,746
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$251.6K
23,785
-13%
建仓
WM
WASTE MANAGEMENT INC
+$247.8K
1,083
减持
IVV
ISHARES CORE S&P 500 ETF
+$244.7K
4,786
-1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$243.3K
5,645
-27%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$240.5K
6,644
+1%
增持
CAT
CATERPILLAR INC
+$236.9K
2,668
+10%
清仓
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$233.6K
0
-100%
减持
ORCL
ORACLE CORPORATION
+$232.4K
3,036
-2%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$232.4K
144,045
-1%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$231.5K
76,255
+5%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$229.3K
12,962
+53%
建仓
BA
BOEING CO
+$226.9K
1,083
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$224.8K
7,633
+0%
建仓
TSLA
TESLA INC
+$222.0K
699
建仓
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
+$218.0K
5,887
建仓
EA
ELECTRONIC ARTS INC COM
+$216.2K
1,353
减持
JPM
JPMORGAN CHASE & CO
+$214.5K
6,879
-5%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$213.8K
227,036
-2%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$213.1K
0
-100%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$207.5K
31,714
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$207.3K
1,907
+41%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$205.9K
12,301
+0%
清仓
AMGN
AMGEN, INC
-$204.8K
0
-100%
建仓
ABT
ABBOTT LABORATORIES
+$202.0K
1,485
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$194.9K
26,998
+0%
增持
VFH
VANGUARD FINANCIALS INDEX FUND
+$190.7K
7,127
+19%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$183.6K
9,013
-0%
减持
—
EXXON MOBIL CORPORATION
-$180.4K
12,115
-3%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$177.3K
104,753
+4%
增持
EFA
ISHARES MSCI EAFE ETF
+$176.4K
21,542
+1%
增持
DE
DEERE & COMPANY
+$175.7K
2,090
+11%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$166.8K
9,598
-13%
增持
META
FACEBOOK INC COMMON STOCK
+$166.5K
643
+20%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$159.9K
285,384
+3%
增持
IDOG
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
+$159.4K
67,545
+0%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$153.8K
31,045
+1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$151.1K
19,446
-0%
减持
HYMB
SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF
-$149.4K
14,895
-28%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$147.5K
13,229
-18%
增持
VOO
VANGUARD S&P 500 ETF
+$142.2K
2,435
+1%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$141.6K
35,965
-15%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$137.1K
9,920
+1%
增持
VV
VANGUARD LARGE CAP ETF
+$134.6K
3,115
+6%
减持
MAIN
MAIN STR CAP CORP COM
-$134.1K
9,896
-22%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$133.2K
34,385
+1%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$131.8K
32,815
-0%
清仓
PML
PIMCO MUN INCOME FD II COM
-$129.8K
0
-100%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$126.9K
17,147
+14%
清仓
NUV
NUVEEN MUN VALUE FD INC COM
-$124.4K
0
-100%
清仓
XEVVX
EATON VANCE LIMITED DURATION INCOME FUND
-$123.6K
0
-100%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$121.9K
112,736
+4%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$113.5K
38,402
-2%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$110.4K
47,212
-7%
增持
GOOG
ALPHABET INC CLASS C
+$109.7K
5,115
+0%
减持
WMB
WILLIAMS COS INC COM
-$107.8K
7,554
-22%
减持
BCI
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
-$107.4K
24,077
-15%
减持
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
+$106.5K
4,216
-9%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF
+$105.9K
46,252
+0%
减持
V
VISA INC
-$103.6K
4,327
-8%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$103.3K
105,038
-3%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$101.7K
38,623
-5%
减持
ABBV
ABBVIE INC
-$101.5K
2,815
-6%
减持
IBM
IBM CORP
+$101.3K
4,118
-8%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$100.2K
23,599
-11%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
-$99.2K
20,220
+0%
减持
SEIM
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
+$94.1K
45,327
-10%
减持
SOLV
SOLVENTUM CORP COM SHS
-$91.7K
5,390
-18%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$88.9K
37,938
+0%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$88.1K
15,453
+3%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$87.6K
18,421
-2%
增持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$86.2K
10,022
+4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$85.6K
31,180
-1%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$85.1K
6,462
+6%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$83.5K
33,357
-0%
增持
BDX
BECTON DICKINSON AND CO
-$82.2K
1,450
+0%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$80.7K
11,164
+0%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF
+$80.3K
40,621
+3%
增持
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$80.2K
19,348
+3%
减持
AMAT
APPLIED MATERIALS INC
+$79.7K
2,284
-2%
增持
GE
GENERAL ELECTRIC COMPANY
+$79.7K
1,391
+0%
增持
PFE
PFIZER INC
+$79.6K
21,767
+23%
增持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$78.5K
8,131
+1%
增持
WFC
WELLS FARGO & CO
+$76.6K
9,054
+0%
