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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 81
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH INDEX FUND
+$7.2M
156,014
+1%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$5.3M
811,232
+12%
增持
AAPL
APPLE INC
+$4.6M
83,532
+3%
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。
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$3.8M
849,312
+9%
增持
VTV
VANGUARD VALUE ETF
+$2.9M
232,227
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.6M
582,947
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.3M
7,866
+64%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$2.1M
598,894
+4%
减持
MOAT
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
+$2.1M
445,550
-1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.8M
251,223
-3%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$1.7M
258,432
+2%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$1.6M
41,981
+64%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.6M
69,554
+0%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$1.6M
75,545
+68%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.5M
306,757
+8%
建仓
GEW
CAMBRIA GLOBAL EW ETF
+$1.3M
25,509
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.3M
109,169
+0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.3M
21,345
+122%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$1.1M
104,861
-0%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.1M
72,959
+7%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$1.0M
78,918
+119%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$833.8K
142,736
-7%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
+$824.9K
265,415
+0%
建仓
EMR
EMERSON ELEC CO COM
+$822.9K
6,273
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
+$789.2K
644,408
-2%
增持
WFC
WELLS FARGO & CO
+$763.3K
17,760
+96%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$762.5K
304,954
+7%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$752.1K
57,236
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$734.6K
36,418
+1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$688.4K
175,792
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$664.2K
185,754
+12%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$596.0K
13,337
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$587.0K
415,422
+1%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$571.6K
18,323
+157%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$569.3K
86,822
-2%
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$514.6K
3,614
增持
SEIV
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
+$502.8K
60,751
+17%
增持
ORCL
ORACLE CORPORATION
+$487.8K
4,095
+35%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$486.1K
0
-100%
增持
SEIM
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
+$484.2K
52,757
+16%
减持
ASIA
MATTHEWS PACIFIC TIGER ACTIVE ETF
+$480.4K
120,871
-0%
增持
NVDA
NVIDIA CORPORATION
+$471.0K
13,675
+4%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$464.6K
10,674
-22%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$392.3K
23,086
+19%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$370.8K
12,502
+2%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$363.0K
4,376
建仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$359.2K
3,809
减持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$354.1K
48,158
-1%
增持
MSFT
MICROSOFT CORPORATION
+$344.8K
11,463
+2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$341.9K
93,219
-2%
清仓
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
-$336.2K
0
-100%
减持
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$333.8K
12,496
-35%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$331.1K
89,734
+13%
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$328.5K
12,191
建仓
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$328.2K
6,694
减持
FLTB
FIDELITY LIMITED TERM BOND ETF
-$301.0K
10,569
-36%
建仓
AMGN
AMGEN, INC
+$298.7K
1,058
减持
GOOG
ALPHABET INC CLASS C
+$297.4K
4,947
-3%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$295.9K
18,168
-23%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$295.1K
185,104
+1%
减持
IBM
IBM CORP
-$275.9K
3,324
-19%
增持
HIMU
BLACKROCK ETF TRUST II ISHARES HIGH YIE
+$274.1K
17,835
+44%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$270.6K
18,283
+41%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$269.0K
2,967
+13%
清仓
DOW
DOW JONES INDUSTRIAL AVERAGE
-$258.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$255.2K
4,108
+24%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$254.5K
9,009
+0%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$253.3K
3,373
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$249.4K
30,461
+17%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$248.5K
28,291
+5%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$248.1K
139,514
-3%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$248.0K
16,959
+0%
减持
SCHH
SCHWAB U.S. REIT ETF
-$246.6K
15,251
-44%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$244.3K
7,941
+7%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$242.5K
100,047
-4%
减持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
+$240.5K
95,741
-1%
增持
SEIQ
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
+$237.2K
29,948
+21%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$220.1K
4,628
清仓
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$218.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$216.7K
4,805
+4%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$213.6K
2,131
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$212.8K
77,142
+1%
建仓
MPC
MARATHON PETROLEUM CORP
+$212.3K
1,102
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$211.7K
452
清仓
CRM
SALESFORCE.COM INC
-$208.1K
0
-100%
建仓
EQAL
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF
+$207.6K
3,992
建仓
PSX
PHILLIPS 66
+$205.6K
1,512
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$205.0K
628
减持
—
SEAGATE TECHNOLOGY PLC
+$204.2K
2,440
-5%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$203.7K
3,815
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$202.7K
4,682
减持
MMM
3M CO
-$199.9K
13,153
-11%
增持
AVGO
BROADCOM INC COM
+$197.1K
2,860
+6%
增持
JPM
JPMORGAN CHASE & CO
+$187.0K
6,915
+1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$186.7K
23,447
-1%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF
+$183.8K
43,247
+6%
增持
ABBV
ABBVIE INC
+$182.8K
3,046
+8%
增持
MEMS
MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF
+$175.4K
184,424
+1%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$174.5K
32,825
+0%
减持
F
FORD MOTOR COMPANY
-$173.5K
24,965
-43%
增持
V
VISA INC
+$172.6K
5,005
+16%
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$164.2K
19,629
-3%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$160.1K
1,698
-48%
减持
VO
VANGUARD MID-CAP ETF
+$159.9K
26,375
-3%
减持
—
ROYAL CARIBBEAN CRUISES LTD
-$157.1K
6,064
-10%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$151.4K
41,055
+8%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$150.1K
68,662
-3%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$149.2K
2,463
-3%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$146.6K
35,228
+2%
增持
IHE
ISHARES U.S. PHARMACEUTICALS ETF
+$144.5K
20,254
+0%
减持
KMI
KINDER MORGAN INC
-$143.7K
34,375
-10%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$134.9K
34,170
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$133.1K
2,476
+2%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$128.7K
16,328
+6%
增持
CSCO
CISCO SYSTEMS INC
+$128.1K
10,477
+23%
增持
DES
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
+$125.2K
54,912
+1%
增持
GOOGL
ALPHABET INC CLASS A
+$125.1K
1,486
+11%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$124.9K
4,313
+18%
增持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$122.2K
21,976
+0%
减持
HON
HONEYWELL INTERNATIONAL INC
-$119.8K
5,147
-0%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$119.3K
18,585
+1%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$117.6K
319,235
-8%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$117.3K
116,182
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$114.4K
1,956
+3%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$113.1K
5,690
-0%
增持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$110.3K
38,439
+0%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$106.6K
9,929
+0%
减持
CAT
CATERPILLAR INC
+$104.5K
2,390
-10%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$104.2K
11,186
-15%
增持
USB
US BANCORP
+$102.4K
27,241
+2%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$100.4K
223,562
-2%
增持
HD
HOME DEPOT INC
+$97.2K
2,295
+1%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$96.9K
7,814
+1%
增持
TSLA
TESLA INC
+$95.0K
713
+2%
增持
MO
ALTRIA GROUP INC
+$93.0K
8,605
+6%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$88.8K
31,003
-2%
增持
DE
DEERE & COMPANY
-$88.0K
2,132
+2%
减持
VFH
VANGUARD FINANCIALS INDEX FUND
-$87.9K
6,243
-12%
增持
TGT
TARGET CORPORATION
-$82.7K
10,018
+1%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$82.6K
5,397
-20%
增持
IDXX
IDEXX LABORATORIES INC
+$81.6K
743
+1%
减持
QQQ
INVESCO QQQ
+$81.5K
4,887
-5%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$79.4K
31,816
+2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$77.3K
7,305
-4%
减持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$73.3K
16,066
-11%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$72.7K
59,064
-1%
减持
SOLV
SOLVENTUM CORP COM SHS
-$71.9K
4,615
-14%
增持
COST
COSTCO WHOLESALE CORPORATION
+$70.3K
1,187
+14%
增持
BA
BOEING CO
+$68.8K
1,370
+27%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$67.3K
24,917
-5%
