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Apella Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Apella Capital, LLC
报告期 2026-03-31 · CIK 0001801507
持仓数
685
前50大市值合计
$4.66B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
23Q2 调仓
2022-12-31 → 2023-06-30 · 共 150 项
建仓 28
增持 81
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD BD INDEX FDS
+$25.1M
1,102,564
+43%
增持
DFAC
DIMENSIONAL ETF TRUST
+$20.7M
3,138,512
+18%
增持
VTI
VANGUARD INDEX FDS
+$19.1M
339,016
+17%
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
BNDX
VANGUARD CHARLOTTE FDS
+$19.0M
1,706,898
+26%
增持
DFAT
DIMENSIONAL ETF TRUST
+$16.8M
1,231,849
+34%
增持
DFUS
DIMENSIONAL ETF TRUST
+$15.4M
690,472
+61%
增持
BND
VANGUARD BD INDEX FDS
+$12.7M
815,825
+26%
增持
MTUM
ISHARES TR
+$10.0M
349,231
+26%
增持
DFCF
DIMENSIONAL ETF TRUST
+$9.8M
385,429
+154%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.6M
742,320
+26%
增持
MUB
ISHARES TR
+$9.2M
270,271
+45%
增持
DFIV
DIMENSIONAL ETF TRUST
+$8.7M
686,628
+50%
增持
MSFT
MICROSOFT CORP
+$7.7M
59,103
+14%
增持
QUAL
ISHARES TR
+$7.6M
194,360
+19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.1M
771,504
+24%
增持
MGC
VANGUARD WORLD FD
+$6.8M
122,086
+32%
增持
VTV
VANGUARD INDEX FDS
+$6.4M
262,694
+19%
增持
IMTM
ISHARES TR
+$5.7M
481,515
+44%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$5.6M
255,606
+16%
增持
GEM
GOLDMAN SACHS ETF TR
+$5.5M
547,493
+43%
增持
USMV
ISHARES TR
+$4.6M
333,278
+19%
增持
AAPL
APPLE INC
+$4.5M
66,722
+3%
增持
SUB
ISHARES TR
+$4.0M
286,076
+16%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.8M
157,351
+765%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.5M
191,026
+42%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.3M
72,783
+382%
增持
ESGU
ISHARES TR
+$2.9M
131,303
+13%
建仓
IGSB
ISHARES TR
+$2.7M
53,573
减持
SCHO
SCHWAB STRATEGIC TR
-$2.6M
494,996
-10%
增持
IQLT
ISHARES TR
+$2.6M
204,857
+42%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.6M
97,273
+548%
增持
EFAV
ISHARES TR
+$2.5M
160,004
+23%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$2.4M
17,030
-2%
增持
JNK
SPDR SER TR
+$2.4M
101,239
+31%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.2M
108,291
+691%
增持
ESGV
VANGUARD WORLD FD
+$2.0M
121,068
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
206,685
+20%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
38,876
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.8M
209,496
-11%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.8M
127,632
+120%
减持
ARKK
ARK ETF TR
+$1.4M
121,661
-3%
增持
SHM
SPDR SER TR
+$1.4M
148,097
+24%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
135,316
-9%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.3M
183,496
+18%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.3M
949,043
-1%
建仓
AGG
ISHARES TR
+$1.2M
12,700
增持
SHY
ISHARES TR
+$1.2M
70,790
+28%
增持
ESGD
ISHARES TR
+$1.2M
93,174
+9%
增持
EMB
ISHARES TR
+$1.1M
32,447
+65%
增持
EEMV
ISHARES INC
+$1.0M
141,488
+11%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2
减持
AMZN
AMAZON COM INC
+$1.0M
24,248
-5%
增持
VSGX
VANGUARD WORLD FD
+$980.3K
129,837
+8%
增持
GD
GENERAL DYNAMICS CORP
-$964.2K
29,325
+0%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$788.1K
19,077
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$754.9K
11,622
+12%
增持
ITOT
ISHARES TR
+$742.8K
20,355
+38%
减持
VXUS
VANGUARD STAR FDS
+$735.9K
176,564
-0%
增持
TSLA
TESLA INC
+$695.3K
3,441
+106%
增持
NVDA
NVIDIA CORPORATION
+$676.5K
2,169
+31%
增持
VB
VANGUARD INDEX FDS
+$666.6K
20,025
+11%
增持
SPYM
SPDR SER TR
+$656.8K
48,449
+17%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$656.1K
128,026
-11%
建仓
VUG
VANGUARD INDEX FDS
+$653.9K
2,311
建仓
GOVT
ISHARES TR
+$645.6K
28,194
建仓
DFSU
DIMENSIONAL ETF TRUST
+$644.0K
22,434
增持
VO
VANGUARD INDEX FDS
+$618.8K
13,494
+17%
减持
ABBV
ABBVIE INC
-$612.9K
7,097
-27%
建仓
STN
STANTEC INC
+$607.9K
9,321
建仓
ELV
ELEVANCE HEALTH INC
+$602.5K
1,356
增持
QQQ
INVESCO QQQ TR
+$593.7K
2,931
+60%
增持
EWX
SPDR INDEX SHS FDS
+$566.9K
34,579
+36%
增持
PEP
PEPSICO INC
+$557.6K
6,849
+74%
增持
UAL
UNITED AIRLS HLDGS INC
+$528.9K
30,633
+0%
增持
VNQ
VANGUARD INDEX FDS
+$521.0K
14,354
+75%
建仓
META
META PLATFORMS INC
+$520.0K
1,812
增持
VT
VANGUARD INTL EQUITY INDEX F
+$500.6K
35,231
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$497.0K
39,841
+14%
增持
VOO
VANGUARD INDEX FDS
+$496.5K
4,496
+18%
减持
TIP
ISHARES TR
-$483.0K
6,602
-41%
增持
VTIP
VANGUARD MALVERN FDS
+$444.3K
216,331
+3%
减持
PH
PARKER-HANNIFIN CORP
+$431.4K
6,000
-9%
减持
PG
PROCTER AND GAMBLE CO
-$423.1K
9,818
-22%
增持
GOOGL
ALPHABET INC
+$419.2K
6,337
+65%
建仓
ACWI
ISHARES TR
+$416.5K
4,341
减持
EFV
ISHARES TR
-$403.6K
312,144
-9%
增持
AVEM
AMERICAN CENTY ETF TR
+$379.9K
19,562
+47%
建仓
IYR
ISHARES TR
+$364.5K
4,211
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$360.1K
141,238
+1%
清仓
ZION
ZIONS BANCORPORATION N A
-$359.3K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$358.5K
7,914
+1%
减持
ACWX
ISHARES TR
+$352.3K
121,712
-2%
建仓
SPYD
SPDR SER TR
+$349.1K
9,415
建仓
NFLX
NETFLIX INC
+$342.3K
777
增持
QCOM
QUALCOMM INC
+$339.8K
6,239
+70%
增持
SPSM
SPDR SER TR
+$337.8K
20,832
+63%
减持
PFE
PFIZER INC
-$336.7K
15,871
-11%
增持
IWM
ISHARES TR
+$314.2K
4,081
+58%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$304.1K
622
增持
—
EXXON MOBIL CORP
+$302.8K
11,146
+38%
清仓
FLTR
VANECK ETF TRUST
-$297.2K
0
-100%
减持
REET
ISHARES TR
-$295.7K
19,765
-40%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$289.9K
2,545
建仓
GOOG
ALPHABET INC
+$284.9K
2,355
减持
STIP
ISHARES TR
-$277.6K
25,977
-10%
减持
SHV
ISHARES TR
-$273.6K
4,874
-34%
增持
ESGE
ISHARES INC
+$271.2K
65,119
+9%
建仓
CMCSA
COMCAST CORP NEW
+$271.2K
6,527
增持
EAGG
ISHARES TR
+$269.9K
175,878
+2%
减持
SBUX
STARBUCKS CORP
-$264.1K
5,316
-33%
建仓
VBK
VANGUARD INDEX FDS
+$258.2K
1,124
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$249.9K
972
+100%
建仓
—
ASML HOLDING N V
+$247.9K
342
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$229.1K
42,291
-1%
建仓
AVRE
AMERICAN CENTY ETF TR
+$227.7K
5,562
建仓
DECK
DECKERS OUTDOOR CORP
+$226.4K
429
建仓
SCHG
SCHWAB STRATEGIC TR
+$224.2K
2,991
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$221.8K
1,339
清仓
FISR
SSGA ACTIVE TR
-$216.3K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$215.4K
0
-100%
增持
CMF
ISHARES TR
+$214.4K
18,701
+23%
增持
ESML
ISHARES TR
+$213.2K
48,313
+6%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$212.2K
6,492
-41%
清仓
D
DOMINION ENERGY INC
-$211.2K
0
-100%
增持
ORCL
ORACLE CORP
+$210.4K
4,841
+8%
减持
CVX
CHEVRON CORP NEW
-$209.9K
7,687
-3%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$208.1K
0
-100%
增持
LW
LAMB WESTON HLDGS INC
+$206.3K
8,043
+0%
建仓
SCHV
SCHWAB STRATEGIC TR
+$201.8K
3,008
清仓
CAT
CATERPILLAR INC
-$200.8K
0
-100%
建仓
SO
SOUTHERN CO
+$200.0K
2,847
减持
ABT
ABBOTT LABS
-$195.7K
6,447
-21%
增持
DHI
D R HORTON INC
+$187.7K
5,727
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$183.9K
40,778
-18%
增持
MCD
MCDONALDS CORP
+$181.9K
5,075
+0%
减持
IWF
ISHARES TR
+$181.6K
3,416
-4%
建仓
BSVO
EA SERIES TRUST
+$180.4K
10,116
减持
IAGG
ISHARES TR
-$178.0K
16,927
-20%
增持
IWN
ISHARES TR
+$177.7K
2,739
+83%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$169.4K
40,946
-17%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$167.0K
30,130
-9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$165.5K
39,846
-17%
增持
IEMG
ISHARES INC
+$163.5K
15,551
+20%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$159.3K
42,868
-16%
增持
SOXX
ISHARES TR
+$157.3K
711
+22%
增持
SPSB
SPDR SER TR
+$156.8K
103,728
+5%
增持
BA
BOEING CO
+$155.8K
6,486
+2%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$154.4K
12,272
-42%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$154.1K
70,434
-5%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$150.4K
32,863
-19%
