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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 78
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.8M
3,510,363
+12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.0M
546,392
+42%
减持
MUB
ISHARES TR
-$4.3M
238,915
-12%
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
MGC
VANGUARD WORLD FD
+$4.2M
153,613
+26%
增持
BSV
VANGUARD BD INDEX FDS
+$3.7M
1,157,364
+5%
减持
VTI
VANGUARD INDEX FDS
-$3.5M
335,220
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.2M
1,321,336
+7%
减持
VBR
VANGUARD INDEX FDS
-$3.0M
121,573
-10%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.8M
776,930
+13%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.6M
94,262
+142%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.5M
1,796,698
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.4M
131,157
+388%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.1M
109,970
+51%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.8M
676,422
-2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.7M
202,770
+59%
增持
AAPL
APPLE INC
-$1.5M
66,869
+0%
减持
EFV
ISHARES TR
-$1.3M
285,228
-9%
减持
SUB
ISHARES TR
-$1.2M
277,677
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.2M
930,917
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
66,849
-5%
增持
VTV
VANGUARD INDEX FDS
-$1.1M
263,008
+0%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.0M
0
-100%
减持
SHM
SPDR SER TR
-$936.9K
130,458
-12%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$868.0K
199,367
-5%
减持
SCHO
SCHWAB STRATEGIC TR
-$821.3K
479,603
-3%
增持
LW
LAMB WESTON HLDGS INC
+$730.8K
17,903
+123%
建仓
IUSB
ISHARES TR
+$725.3K
16,593
增持
MSFT
MICROSOFT CORP
-$715.5K
61,478
+4%
增持
MTUM
ISHARES TR
-$704.4K
355,563
+2%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$643.1K
119,131
-7%
增持
AVDV
AMERICAN CENTY ETF TR
+$615.6K
200,710
+5%
减持
AGG
ISHARES TR
-$584.3K
7,015
-45%
增持
JNK
SPDR SER TR
+$574.6K
109,421
+8%
减持
ARKK
ARK ETF TR
-$550.4K
121,494
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$550.4K
814,465
+6%
增持
QUAL
ISHARES TR
-$533.2K
194,857
+0%
增持
USMV
ISHARES TR
-$505.4K
335,274
+1%
减持
VXUS
VANGUARD STAR FDS
-$505.1K
175,573
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$495.3K
433,694
-2%
增持
LLY
ELI LILLY & CO
+$486.9K
1,615
+99%
增持
GEM
GOLDMAN SACHS ETF TR
+$469.5K
587,461
+7%
增持
VB
VANGUARD INDEX FDS
+$439.0K
23,386
+17%
增持
DFIP
DIMENSIONAL ETF TRUST
+$392.9K
29,694
+56%
增持
EMB
ISHARES TR
+$392.2K
38,781
+20%
增持
ESGU
ISHARES TR
-$382.7K
132,191
+1%
增持
VO
VANGUARD INDEX FDS
+$377.0K
16,077
+19%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$365.6K
262,465
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$363.7K
57,180
-4%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$362.7K
6,373
建仓
TTD
THE TRADE DESK INC
+$356.9K
4,567
增持
EWX
SPDR INDEX SHS FDS
+$352.0K
40,533
+17%
增持
SHY
ISHARES TR
+$335.5K
75,030
+6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$335.3K
41,443
+19%
增持
ESGV
VANGUARD WORLD FD
-$323.9K
121,800
+1%
建仓
SNPS
SYNOPSYS INC
+$312.6K
681
减持
ACWX
ISHARES TR
-$308.9K
120,862
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$301.4K
153,101
-3%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$285.7K
9,952
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$276.9K
143,263
+1%
增持
ITOT
ISHARES TR
+$260.6K
23,911
+17%
增持
VSGX
VANGUARD WORLD FD
-$258.2K
131,592
+1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$253.0K
1,025
增持
VTIP
VANGUARD MALVERN FDS
+$251.9K
222,298
+3%
建仓
ZION
ZIONS BANCORPORATION N A
+$251.4K
7,209
减持
EEMV
ISHARES INC
-$249.4K
141,137
-0%
清仓
SHAG
WISDOMTREE TR
-$247.2K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$244.9K
58,361
-3%
增持
BND
VANGUARD BD INDEX FDS
-$240.8K
846,397
+4%
增持
DFSU
DIMENSIONAL ETF TRUST
+$232.8K
31,601
+41%
建仓
IJH
ISHARES TR
+$220.6K
885
增持
AMGN
AMGEN INC
+$220.6K
1,872
+47%
建仓
OXY
OCCIDENTAL PETE CORP
+$218.4K
3,366
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$217.7K
27,118
-10%
清仓
ICF
ISHARES TR
-$211.0K
0
-100%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$210.9K
4,230
清仓
GWX
SPDR INDEX SHS FDS
-$208.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$205.8K
2,425
+12%
清仓
TRV
TRAVELERS COMPANIES INC
-$203.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$201.8K
0
-100%
清仓
SO
SOUTHERN CO
-$200.0K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
-$194.9K
211,743
+2%
增持
SUSB
ISHARES TR
+$193.1K
187,285
+5%
增持
IMTM
ISHARES TR
+$190.0K
513,860
+7%
减持
IGSB
ISHARES TR
-$186.9K
50,189
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$186.3K
788,349
+6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$181.3K
30,336
-6%
增持
GD
GENERAL DYNAMICS CORP
+$175.6K
29,347
+0%
减持
VNQ
VANGUARD INDEX FDS
-$175.5K
13,534
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$173.9K
11,810
+2%
增持
ESGD
ISHARES TR
-$173.9K
95,781
+3%
减持
JNJ
JOHNSON & JOHNSON
-$164.3K
13,299
-2%
增持
MCD
MCDONALDS CORP
-$160.7K
5,139
+1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$155.5K
16,945
-0%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$148.9K
41,941
-1%
减持
GOVT
ISHARES TR
-$148.8K
22,545
-20%
增持
ABBV
ABBVIE INC
+$148.6K
7,412
+4%
减持
IEFA
ISHARES TR
-$145.9K
36,476
-1%
增持
TXN
TEXAS INSTRS INC
-$131.4K
7,889
+2%
减持
RTX
RTX CORPORATION
-$128.7K
3,347
-11%
增持
BX
BLACKSTONE INC
+$121.8K
8,229
+1%
减持
TIP
ISHARES TR
-$115.4K
5,737
-13%
减持
DFAE
DIMENSIONAL ETF TRUST
-$114.6K
107,482
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$112.5K
3,007
+30%
减持
SPDW
SPDR INDEX SHS FDS
-$111.2K
67,451
-0%
增持
EFAV
ISHARES TR
-$110.7K
163,900
+2%
增持
VOO
VANGUARD INDEX FDS
+$104.6K
4,930
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$102.5K
11,667
-10%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$101.4K
17,626
-1%
增持
PEP
PEPSICO INC
-$100.6K
6,893
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$96.6K
4,467
+0%
减持
SPSB
SPDR SER TR
-$94.5K
100,930
-3%
增持
AVRE
AMERICAN CENTY ETF TR
+$94.1K
8,567
+54%
增持
GOOGL
ALPHABET INC
+$93.9K
6,514
+3%
增持
EAGG
ISHARES TR
+$93.4K
185,201
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
-$91.2K
97,607
+0%
减持
ABT
ABBOTT LABS
-$91.1K
6,316
-2%
减持
OEF
ISHARES TR
-$87.7K
2,209
-14%
减持
IVV
ISHARES TR
-$87.5K
1,339
-10%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$84.7K
8,211
-11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$84.6K
3,642
+43%
减持
NEE
NEXTERA ENERGY INC
-$83.7K
4,005
-5%
减持
AMZN
AMAZON COM INC
-$83.3K
24,211
-0%
增持
META
META PLATFORMS INC
+$82.8K
2,008
+11%
增持
NVDA
NVIDIA CORPORATION
+$82.5K
2,299
+6%
增持
BA
BOEING CO
-$81.1K
6,722
+4%
增持
DHI
D R HORTON INC
-$80.1K
5,739
+0%
减持
SOXX
ISHARES TR
-$78.6K
595
-16%
增持
SCHB
SCHWAB STRATEGIC TR
+$77.9K
6,377
+37%
减持
TSLA
TESLA INC
-$77.8K
3,289
-4%
增持
SPYM
SPDR SER TR
-$75.9K
48,722
+1%
增持
ES
EVERSOURCE ENERGY
-$75.5K
6,010
+0%
减持
BOND
PIMCO ETF TR
-$74.9K
9,919
-4%
增持
IQLT
ISHARES TR
+$74.6K
219,205
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$73.6K
8,139
+6%
增持
DFNM
DIMENSIONAL ETF TRUST
-$73.3K
186,499
+2%
减持
PFE
PFIZER INC
-$71.5K
15,396
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$66.5K
30,074
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.0K
6,870
-5%
减持
NFLX
NETFLIX INC
-$64.6K
735
-5%
减持
KO
COCA COLA CO
-$64.0K
8,306
-5%
增持
IJR
ISHARES TR
-$60.4K
49,108
+4%
减持
PG
PROCTER AND GAMBLE CO
-$60.2K
9,801
-0%
增持
VLO
VALERO ENERGY CORP
+$60.2K
2,151
+3%
增持
XLSR
SSGA ACTIVE TR
-$60.0K
29,074
+0%
减持
SPYV
SPDR SER TR
-$59.0K
22,912
-1%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$59.0K
30,464
-7%
增持
ORCL
ORACLE CORP
-$58.5K
4,891
+1%
增持
VSDA
VICTORY PORTFOLIOS II
-$57.9K
21,005
+0%
减持
DIS
DISNEY WALT CO
-$57.9K
6,064
-1%
增持
WM
WASTE MGMT INC DEL
-$56.6K
2,777
+0%
