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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 36
增持 62
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$88.5M
6,305,271
+80%
增持
DFSD
DIMENSIONAL ETF TRUST
+$30.5M
742,797
+688%
增持
DFCF
DIMENSIONAL ETF TRUST
+$26.3M
1,149,846
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。
+110%
增持
BSV
VANGUARD BD INDEX FDS
+$19.8M
1,391,045
+20%
增持
DFIC
DIMENSIONAL ETF TRUST
+$18.8M
868,967
+563%
增持
MGC
VANGUARD WORLD FD
+$18.5M
251,240
+64%
增持
AVUS
AMERICAN CENTY ETF TR
+$16.0M
230,216
+592%
增持
DFEM
DIMENSIONAL ETF TRUST
+$15.0M
805,022
+297%
增持
DFAT
DIMENSIONAL ETF TRUST
+$11.5M
1,415,501
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$11.4M
210,271
+902%
增持
DFIV
DIMENSIONAL ETF TRUST
+$10.6M
1,051,981
+35%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$9.2M
359,522
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.0M
902,148
+14%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.7M
1,909,111
+6%
增持
BND
VANGUARD BD INDEX FDS
+$7.5M
912,352
+8%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.2M
100,415
-50%
增持
VTEB
VANGUARD MUN BD FDS
+$5.3M
303,875
+44%
增持
DFIP
DIMENSIONAL ETF TRUST
+$5.2M
156,373
+427%
建仓
FESM
FIDELITY COVINGTON TRUST
+$4.9M
180,222
增持
AVEM
AMERICAN CENTY ETF TR
+$4.3M
97,272
+398%
增持
DFNM
DIMENSIONAL ETF TRUST
+$3.9M
259,002
+39%
建仓
AVIG
AMERICAN CENTY ETF TR
+$3.5M
83,585
建仓
BILL
BILL HOLDINGS INC
+$3.2M
43,751
增持
IWB
ISHARES TR
+$3.0M
12,910
+755%
减持
MSFT
MICROSOFT CORP
+$2.8M
60,476
-2%
减持
SUB
ISHARES TR
-$2.8M
244,845
-12%
建仓
VEEV
VEEVA SYS INC
+$2.7M
14,773
减持
SPSB
SPDR SER TR
-$2.7M
10,276
-90%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
854,477
+5%
增持
IEFA
ISHARES TR
+$2.5M
70,601
+94%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.4M
666,879
-1%
减持
MUB
ISHARES TR
-$2.4M
204,396
-14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.3M
222,604
+45%
减持
VTI
VANGUARD INDEX FDS
+$2.3M
315,692
-6%
增持
VO
VANGUARD INDEX FDS
+$2.1M
24,091
+50%
减持
STIP
ISHARES TR
-$2.1M
3,682
-86%
减持
EFV
ISHARES TR
-$2.0M
229,889
-19%
减持
VBR
VANGUARD INDEX FDS
-$2.0M
99,237
-18%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$1.9M
29,100
减持
BIV
VANGUARD BD INDEX FDS
-$1.9M
29,264
-49%
增持
IUSB
ISHARES TR
+$1.6M
50,609
+205%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.6M
261,482
-0%
增持
IEMG
ISHARES INC
+$1.4M
43,141
+188%
增持
VB
VANGUARD INDEX FDS
+$1.4M
28,152
+20%
建仓
CRM
SALESFORCE INC
+$1.4M
5,437
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
160,069
+49%
建仓
AVSF
AMERICAN CENTY ETF TR
+$1.4M
29,208
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.3M
435,759
+0%
增持
ITOT
ISHARES TR
+$1.3M
34,179
+43%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$1.2M
25,658
+212%
增持
EMB
ISHARES TR
+$1.2M
50,121
+29%
建仓
EZM
WISDOMTREE TR
+$1.2M
20,925
增持
IWM
ISHARES TR
+$1.2M
9,730
+138%
增持
VTIP
VANGUARD MALVERN FDS
+$1.1M
245,474
+10%
减持
IMTM
ISHARES TR
+$1.1M
509,876
-1%
建仓
DOCS
DOXIMITY INC
+$1.1M
39,217
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
917,327
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
19,463
+46%
减持
ARKK
ARK ETF TR
+$1.0M
119,970
-1%
减持
MTUM
ISHARES TR
+$1.0M
332,981
-6%
增持
AAPL
APPLE INC
+$1.0M
68,540
+2%
增持
EWX
SPDR INDEX SHS FDS
+$1.0M
56,828
+40%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$918.1K
17,042
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$908.1K
67,033
+0%
减持
GD
GENERAL DYNAMICS CORP
+$894.5K
28,805
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$890.8K
124,079
+13%
增持
JNK
SPDR SER TR
+$862.0K
114,694
+5%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$840.3K
0
-100%
增持
AVRE
AMERICAN CENTY ETF TR
+$828.5K
27,099
+216%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$827.5K
20,002
增持
DFSU
DIMENSIONAL ETF TRUST
+$777.6K
54,368
+72%
增持
IQLT
ISHARES TR
+$768.0K
220,833
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$752.4K
26,411
-36%
减持
SHY
ISHARES TR
-$747.3K
65,045
-13%
减持
SPYV
SPDR SER TR
-$703.9K
5,187
-77%
增持
IAGG
ISHARES TR
+$702.1K
30,745
+83%
增持
SHM
SPDR SER TR
+$665.7K
140,099
+7%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$630.3K
16,830
-1%
减持
QUAL
ISHARES TR
+$602.6K
181,743
-7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$590.1K
16,260
-40%
减持
VXUS
VANGUARD STAR FDS
+$568.9K
174,926
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$565.0K
45,638
-32%
增持
SPY
SPDR S&P 500 ETF TR
+$564.8K
8,654
+6%
减持
SPYM
SPDR SER TR
-$556.9K
34,416
-29%
减持
VTV
VANGUARD INDEX FDS
+$532.5K
246,496
-6%
减持
USMV
ISHARES TR
+$529.9K
317,911
-5%
减持
GEM
GOLDMAN SACHS ETF TR
+$523.1K
577,218
-2%
建仓
FNDX
SCHWAB STRATEGIC TR
+$517.6K
8,441
减持
AVDV
AMERICAN CENTY ETF TR
+$516.8K
196,658
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$513.7K
39,122
+6%
建仓
AVGE
AMERICAN CENTY ETF TR
+$496.9K
7,820
增持
CMF
ISHARES TR
+$487.5K
26,413
+39%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$486.2K
37,908
+215%
增持
DFSI
DIMENSIONAL ETF TRUST
+$457.3K
23,684
+138%
建仓
AIVL
WISDOMTREE TR
+$438.4K
4,600
增持
DFSB
DIMENSIONAL ETF TRUST
+$419.8K
12,258
+190%
减持
SPEM
SPDR INDEX SHS FDS
-$416.4K
17,331
-43%
减持
IJR
ISHARES TR
+$412.9K
48,216
-2%
减持
IWF
ISHARES TR
-$405.7K
1,831
-48%
减持
EEMV
ISHARES INC
-$382.3K
129,811
-8%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$382.1K
105,871
-11%
减持
AMZN
AMAZON COM INC
+$377.4K
23,899
-1%
增持
BA
BOEING CO
+$377.1K
6,800
+1%
增持
VNQ
VANGUARD INDEX FDS
+$374.1K
16,101
+19%
增持
PH
PARKER-HANNIFIN CORP
+$368.3K
5,867
+0%
建仓
AVMU
AMERICAN CENTY ETF TR
+$358.3K
7,651
增持
WFC
WELLS FARGO CO NEW
+$355.4K
20,448
+28%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$350.3K
46,662
+53%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$348.4K
4,177
减持
USFR
WISDOMTREE TR
-$338.0K
28,357
-19%
清仓
SPYD
SPDR SER TR
-$330.2K
0
-100%
增持
IWD
ISHARES TR
+$324.1K
7,401
+26%
建仓
SO
SOUTHERN CO
+$300.6K
4,192
减持
ESGV
VANGUARD WORLD FD
+$298.9K
113,792
-7%
建仓
BANC
BANC OF CALIFORNIA INC
+$297.8K
23,341
减持
BOND
PIMCO ETF TR
-$287.0K
6,379
-36%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$276.9K
8,959
建仓
GBX
GREENBRIER COS INC
+$276.8K
6,242
增持
DFAU
DIMENSIONAL ETF TRUST
+$262.6K
97,758
+0%
增持
INTC
INTEL CORP
+$261.6K
12,953
+33%
清仓
SLYV
SPDR SER TR
-$255.5K
0
-100%
建仓
KKR
KKR & CO INC
+$255.3K
3,193
建仓
AVGO
BROADCOM INC
+$254.8K
243
增持
QQQ
INVESCO QQQ TR
+$254.4K
3,322
+12%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$253.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$252.7K
2,610
+14%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$250.0K
132,294
-8%
减持
—
ACCENTURE PLC IRELAND
+$236.6K
7,934
-0%
增持
DHI
D R HORTON INC
+$232.5K
5,750
+0%
建仓
SCHA
SCHWAB STRATEGIC TR
+$231.6K
5,079
建仓
—
LAM RESEARCH CORP
+$230.4K
315
减持
LW
LAMB WESTON HLDGS INC
+$229.0K
17,902
-0%
建仓
TRV
TRAVELERS COMPANIES INC
+$225.6K
1,172
清仓
OXY
OCCIDENTAL PETE CORP
-$218.4K
0
-100%
建仓
ICFI
ICF INTL INC
+$217.1K
1,643
建仓
NVO
NOVO-NORDISK A S
+$214.7K
1,995
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$213.8K
13,932
-21%
建仓
IVE
ISHARES TR
+$212.8K
1,227
建仓
GWX
SPDR INDEX SHS FDS
+$212.2K
6,828
建仓
SCHV
SCHWAB STRATEGIC TR
+$209.5K
3,008
建仓
AMP
AMERIPRISE FINL INC
+$208.1K
549
建仓
UNP
UNION PAC CORP
+$207.8K
862
建仓
XLK
SELECT SECTOR SPDR TR
+$206.0K
1,118
建仓
SCHX
SCHWAB STRATEGIC TR
+$204.7K
3,694
减持
JPM
JPMORGAN CHASE & CO
+$201.8K
8,035
-1%
建仓
CAT
CATERPILLAR INC
+$201.6K
705
减持
COST
COSTCO WHSL CORP NEW
+$197.6K
2,418
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$188.6K
11,894
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$186.1K
56,425
-3%
减持
ACWX
ISHARES TR
+$180.5K
116,894
-3%
