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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 73
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$44.3M
7,109,068
+13%
增持
BSV
VANGUARD BD INDEX FDS
+$18.8M
1,645,565
+18%
增持
MGC
VANGUARD WORLD FD
+$17.6M
320,332
+28%
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
BND
VANGUARD BD INDEX FDS
+$16.7M
1,157,987
+27%
增持
DFIC
DIMENSIONAL ETF TRUST
+$8.6M
1,135,884
+31%
减持
MTUM
ISHARES TR
+$8.4M
317,746
-5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.3M
2,059,944
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.9M
987,737
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.9M
1,452,640
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.4M
1,111,306
+6%
减持
VTI
VANGUARD INDEX FDS
+$5.4M
305,970
-3%
清仓
FESM
FIDELITY COVINGTON TRUST
-$4.9M
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.2M
919,369
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8M
897,947
+5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.3M
57,508
-43%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.0M
804,918
+8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
78,201
-37%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.5M
642,843
-4%
减持
IMTM
ISHARES TR
+$2.4M
505,230
-1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.0M
267,590
+2%
增持
VO
VANGUARD INDEX FDS
+$2.0M
30,184
+25%
增持
VB
VANGUARD INDEX FDS
+$2.0M
34,505
+23%
减持
DFGR
DIMENSIONAL ETF TRUST
-$2.0M
284,770
-21%
减持
VTV
VANGUARD INDEX FDS
+$1.8M
240,264
-3%
减持
QUAL
ISHARES TR
+$1.8M
172,616
-5%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.7M
99,012
+82%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.6M
71,279
+201%
增持
MUB
ISHARES TR
+$1.6M
222,201
+9%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
190,976
+9%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
432,018
-1%
增持
ESGU
ISHARES TR
+$1.4M
120,597
+1%
增持
DFSB
DIMENSIONAL ETF TRUST
+$1.4M
39,585
+223%
增持
VTIP
VANGUARD MALVERN FDS
+$1.4M
271,585
+11%
增持
GEM
GOLDMAN SACHS ETF TR
+$1.3M
586,820
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
201,258
+2%
增持
EMB
ISHARES TR
+$1.2M
62,473
+25%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$1.2M
80,710
-24%
增持
JNK
SPDR SER TR
+$1.2M
126,818
+11%
减持
AVIG
AMERICAN CENTY ETF TR
-$1.0M
59,705
-29%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.0M
1,184,046
+3%
减持
AAPL
APPLE INC
-$1.0M
67,524
-1%
增持
NVDA
NVIDIA CORPORATION
+$990.5K
2,628
+1%
减持
MSFT
MICROSOFT CORP
-$987.2K
49,884
-18%
增持
GD
GENERAL DYNAMICS CORP
+$949.6K
28,836
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$862.8K
16,796
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$748.8K
28,310
+66%
减持
SCHO
SCHWAB STRATEGIC TR
-$702.6K
461,371
-2%
减持
SUB
ISHARES TR
-$682.9K
240,323
-2%
增持
VOO
VANGUARD INDEX FDS
+$681.7K
5,669
+20%
减持
USMV
ISHARES TR
+$667.0K
309,367
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$660.2K
12,023
+1%
增持
EWX
SPDR INDEX SHS FDS
+$659.9K
66,575
+17%
增持
IJR
ISHARES TR
+$652.9K
52,325
+9%
增持
PH
PARKER-HANNIFIN CORP
+$650.4K
5,883
+0%
减持
DFIP
DIMENSIONAL ETF TRUST
-$648.7K
139,616
-11%
减持
BIV
VANGUARD BD INDEX FDS
-$646.6K
21,061
-28%
减持
DFAX
DIMENSIONAL ETF TRUST
+$598.2K
883,427
-4%
增持
SUSB
ISHARES TR
+$591.7K
203,375
+14%
减持
AVSF
AMERICAN CENTY ETF TR
-$574.9K
16,859
-42%
增持
IQLT
ISHARES TR
+$562.1K
221,426
+0%
增持
DFSE
DIMENSIONAL ETF TRUST
+$546.8K
25,137
+181%
减持
AMZN
AMAZON COM INC
+$531.8K
21,473
-10%
增持
META
META PLATFORMS INC
+$503.7K
2,042
+29%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$492.2K
25,045
+54%
增持
DFNM
DIMENSIONAL ETF TRUST
+$489.1K
272,127
+5%
减持
VBR
VANGUARD INDEX FDS
-$467.9K
89,518
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$453.9K
8,661
+0%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$452.3K
20,350
增持
—
ACCENTURE PLC IRELAND
+$450.6K
9,344
+18%
增持
VEEV
VEEVA SYS INC
+$449.8K
14,774
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$444.3K
299,802
-1%
增持
ESML
ISHARES TR
+$425.3K
56,390
+15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$418.7K
65,170
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$417.7K
18,077
-32%
增持
EAGG
ISHARES TR
+$413.7K
189,781
+7%
减持
ITOT
ISHARES TR
+$370.4K
34,058
-0%
清仓
AVMU
AMERICAN CENTY ETF TR
-$358.3K
0
-100%
减持
ARKK
ARK ETF TR
-$353.4K
113,417
-5%
增持
BA
BOEING CO
-$342.0K
7,431
+9%
减持
IUSB
ISHARES TR
-$329.9K
43,886
-13%
建仓
VST
VISTRA CORP
+$320.1K
4,604
增持
AVUV
AMERICAN CENTY ETF TR
+$317.9K
37,243
+4%
增持
COST
COSTCO WHSL CORP NEW
+$317.3K
2,623
+8%
清仓
SPSB
SPDR SER TR
-$305.3K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$290.7K
38,560
-1%
减持
EFV
ISHARES TR
-$289.1K
212,971
-7%
减持
IAGG
ISHARES TR
-$287.9K
24,761
-19%
增持
IVW
ISHARES TR
+$281.1K
7,049
+64%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$279.4K
129,967
-2%
清仓
GBX
GREENBRIER COS INC
-$276.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$270.4K
4,143
+29%
减持
CRM
SALESFORCE INC
+$265.9K
5,397
-1%
增持
—
EXXON MOBIL CORP
+$264.2K
10,827
+6%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$262.8K
22,000
-14%
减持
AVDE
AMERICAN CENTY ETF TR
+$260.8K
200,485
-5%
减持
DFAI
DIMENSIONAL ETF TRUST
-$260.4K
199,651
-10%
增持
QCOM
QUALCOMM INC
+$243.5K
5,057
+7%
减持
DFAE
DIMENSIONAL ETF TRUST
-$236.9K
140,829
-12%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$234.9K
3,393
增持
IVE
ISHARES TR
+$233.9K
2,425
+98%
增持
LLY
ELI LILLY & CO
+$233.2K
1,610
+0%
减持
INTC
INTEL CORP
-$232.7K
9,767
-25%
建仓
OXY
OCCIDENTAL PETE CORP
+$232.4K
3,391
清仓
SCHA
SCHWAB STRATEGIC TR
-$231.6K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$231.5K
1,339
增持
GOOGL
ALPHABET INC
+$228.2K
7,247
+9%
建仓
—
TOPBUILD CORP
+$217.1K
500
增持
JPM
JPMORGAN CHASE & CO
+$216.9K
8,086
+1%
增持
PCAR
PACCAR INC
+$213.4K
7,866
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$207.2K
31,105
+6%
清仓
SCHX
SCHWAB STRATEGIC TR
-$204.7K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$204.4K
930
建仓
SCHD
SCHWAB STRATEGIC TR
+$202.2K
2,542
建仓
EW
EDWARDS LIFESCIENCES CORP
+$202.1K
2,172
建仓
VV
VANGUARD INDEX FDS
+$201.7K
847
建仓
COR
CENCORA INC
+$200.8K
842
减持
SHV
ISHARES TR
-$198.3K
2,370
-43%
增持
TSLA
TESLA INC
-$195.1K
3,212
+0%
减持
ESGV
VANGUARD WORLD FD
+$193.4K
104,742
-8%
增持
IWV
ISHARES TR
+$189.4K
6,454
+0%
减持
ESGD
ISHARES TR
+$187.4K
85,291
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$185.7K
50,014
-11%
增持
QQQ
INVESCO QQQ TR
+$179.2K
3,382
+2%
增持
WFC
WELLS FARGO CO NEW
+$178.9K
20,608
+1%
清仓
VGSR
MANAGER DIRECTED PORTFOLIOS
-$177.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$175.0K
19,380
-0%
增持
HD
HOME DEPOT INC
+$171.6K
4,685
+4%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$171.5K
0
-100%
减持
VSGX
VANGUARD WORLD FD
-$159.9K
114,009
-8%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$158.5K
37,031
-0%
减持
IGSB
ISHARES TR
-$156.0K
44,149
-6%
减持
ACWX
ISHARES TR
+$154.2K
112,519
-4%
减持
MCD
MCDONALDS CORP
-$140.6K
4,980
-2%
增持
IJH
ISHARES TR
+$139.7K
6,361
+608%
增持
DOCS
DOXIMITY INC
+$139.5K
46,843
+19%
增持
XLSR
SSGA ACTIVE TR
+$137.9K
28,988
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$137.0K
816
-13%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$134.9K
0
-100%
增持
AGG
ISHARES TR
+$133.9K
8,740
+21%
增持
SHM
SPDR SER TR
+$133.4K
144,463
+3%
增持
ESGE
ISHARES INC
+$131.6K
63,563
+2%
减持
IEFA
ISHARES TR
+$128.9K
67,919
-4%
减持
TIP
ISHARES TR
-$128.3K
5,172
-19%
减持
FSK
FS KKR CAP CORP
-$124.6K
13,846
-26%
增持
EMXC
ISHARES INC
+$124.5K
13,243
+10%
增持
IWM
ISHARES TR
+$123.6K
9,737
+0%
减持
VUSB
VANGUARD BD INDEX FDS
-$120.3K
19,453
-11%
增持
SOXX
ISHARES TR
+$117.3K
1,950
+228%
减持
DIS
DISNEY WALT CO
+$112.5K
5,493
-7%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$111.6K
17,048
-15%
