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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 85
减持 26
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$49.0M
8,416,329
+18%
增持
MGC
VANGUARD WORLD FD
+$18.3M
384,226
+20%
增持
DFIC
DIMENSIONAL ETF TRUST
+$15.9M
1,741,482
+53%
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
DFCF
DIMENSIONAL ETF TRUST
+$12.6M
1,480,368
+25%
增持
BND
VANGUARD BD INDEX FDS
+$12.2M
1,318,531
+14%
增持
DFSD
DIMENSIONAL ETF TRUST
+$11.2M
1,040,660
+29%
增持
MSFT
MICROSOFT CORP
+$11.1M
70,486
+41%
增持
BSV
VANGUARD BD INDEX FDS
+$10.3M
1,769,336
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.9M
2,253,179
+9%
增持
DFNM
DIMENSIONAL ETF TRUST
+$7.6M
430,157
+58%
增持
AAPL
APPLE INC
+$6.3M
77,817
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.2M
1,646,159
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
1,103,958
+12%
增持
VTI
VANGUARD INDEX FDS
+$5.8M
310,833
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.2M
972,278
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$5.1M
375,156
+38%
增持
MTUM
ISHARES TR
+$4.7M
318,690
+0%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.2M
103,797
+434%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.1M
1,025,218
+12%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.6M
665,018
+3%
清仓
PH
PARKER-HANNIFIN CORP
-$3.3M
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.2M
282,977
+6%
减持
VBR
VANGUARD INDEX FDS
-$2.0M
82,673
-8%
建仓
GLD
SPDR GOLD TR
+$2.0M
9,145
增持
QUAL
ISHARES TR
+$2.0M
173,152
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
11,572
+34%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
1,187,056
+7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.8M
494,313
+14%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.8M
54,922
增持
GEM
GOLDMAN SACHS ETF TR
+$1.7M
607,596
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
29,766
+1033%
建仓
LDOS
LEIDOS HOLDINGS INC
+$1.6M
11,277
增持
VO
VANGUARD INDEX FDS
+$1.6M
37,638
+25%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.6M
352,162
+24%
建仓
SYK
STRYKER CORPORATION
+$1.6M
4,665
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
15,763
+31%
增持
VB
VANGUARD INDEX FDS
+$1.4M
42,479
+23%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.2M
16,795
-0%
减持
ARKK
ARK ETF TR
-$1.2M
93,054
-18%
增持
IGSB
ISHARES TR
+$1.2M
66,701
+51%
增持
MUB
ISHARES TR
+$1.2M
232,932
+5%
增持
IMTM
ISHARES TR
+$1.1M
525,802
+4%
增持
IWF
ISHARES TR
+$1.1M
4,318
+151%
增持
JNK
SPDR SER TR
+$1.0M
137,843
+9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.0M
141,594
+9%
增持
DFAX
DIMENSIONAL ETF TRUST
+$979.0K
916,236
+4%
增持
USMV
ISHARES TR
+$934.6K
314,231
+2%
增持
AVGE
AMERICAN CENTY ETF TR
+$930.7K
21,470
+163%
减持
EFV
ISHARES TR
-$883.9K
199,742
-6%
增持
DFAW
DIMENSIONAL ETF TRUST
+$881.1K
42,340
+50%
增持
VTV
VANGUARD INDEX FDS
+$877.9K
246,060
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$852.7K
66,069
+32%
清仓
AGG
ISHARES TR
-$847.1K
0
-100%
建仓
SAIC
SCIENCE APPLICATIONS INTL CO
+$819.5K
7,227
增持
EWX
SPDR INDEX SHS FDS
+$794.1K
78,329
+18%
增持
DFSU
DIMENSIONAL ETF TRUST
+$755.4K
116,383
+18%
增持
SCHG
SCHWAB STRATEGIC TR
+$736.2K
9,681
+224%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$715.8K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$715.7K
8,587
-49%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$704.5K
43,144
+12%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$699.3K
24,356
增持
AMZN
AMAZON COM INC
+$695.2K
23,488
+9%
减持
BILL
BILL HOLDINGS INC
-$685.6K
43,750
-0%
建仓
GLDM
WORLD GOLD TR
+$669.6K
14,292
增持
EMB
ISHARES TR
+$662.9K
70,421
+13%
减持
AVDE
AMERICAN CENTY ETF TR
-$639.5K
192,698
-4%
增持
DFSB
DIMENSIONAL ETF TRUST
+$608.4K
51,445
+30%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$605.9K
49,326
-14%
建仓
SCHM
SCHWAB STRATEGIC TR
+$568.3K
7,380
减持
ESGU
ISHARES TR
+$565.6K
117,600
-2%
减持
AVEM
AMERICAN CENTY ETF TR
-$560.5K
76,562
-15%
增持
VOO
VANGUARD INDEX FDS
+$537.9K
6,349
+12%
增持
—
EXXON MOBIL CORP
+$537.6K
16,672
+54%
增持
AVUS
AMERICAN CENTY ETF TR
+$529.0K
208,956
+0%
建仓
GIS
GENERAL MLS INC
+$524.0K
8,359
增持
AVDV
AMERICAN CENTY ETF TR
+$523.6K
211,586
+5%
增持
IQLT
ISHARES TR
+$519.5K
233,995
+6%
减持
VEEV
VEEVA SYS INC
-$507.1K
14,773
-0%
减持
ESGV
VANGUARD WORLD FD
+$488.9K
102,640
-2%
增持
DFSI
DIMENSIONAL ETF TRUST
+$468.1K
85,412
+20%
增持
JNJ
JOHNSON & JOHNSON
+$465.3K
23,235
+20%
清仓
AIVL
WISDOMTREE TR
-$464.4K
0
-100%
增持
GOOG
ALPHABET INC
+$445.3K
4,340
+80%
增持
EFAV
ISHARES TR
+$438.7K
159,062
+4%
建仓
D
DOMINION ENERGY INC
+$385.1K
7,782
减持
AVSF
AMERICAN CENTY ETF TR
-$368.7K
8,829
-48%
增持
TSLA
TESLA INC
+$357.9K
3,530
+10%
清仓
ES
EVERSOURCE ENERGY
-$354.5K
0
-100%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$349.5K
72,662
-10%
建仓
—
ISHARES TR
+$346.7K
14,500
建仓
—
ISHARES TR
+$345.5K
14,912
建仓
IBTJ
ISHARES TR
+$345.3K
16,124
建仓
IBTH
ISHARES TR
+$344.9K
15,614
建仓
IBTG
ISHARES TR
+$344.9K
15,229
建仓
IBTI
ISHARES TR
+$344.8K
15,767
减持
AVIG
AMERICAN CENTY ETF TR
-$335.2K
51,337
-14%
增持
ELV
ELEVANCE HEALTH INC
+$330.7K
1,928
+44%
增持
ORCL
ORACLE CORP
+$330.2K
6,572
+36%
增持
—
ACCENTURE PLC IRELAND
-$320.3K
9,410
+1%
增持
UAL
UNITED AIRLS HLDGS INC
+$311.2K
34,714
+14%
增持
GOOGL
ALPHABET INC
+$308.9K
7,640
+5%
增持
PEP
PEPSICO INC
+$301.7K
9,657
+31%
增持
PG
PROCTER AND GAMBLE CO
+$299.2K
10,663
+14%
增持
NFLX
NETFLIX INC
+$298.4K
995
+60%
增持
WFC
WELLS FARGO CO NEW
+$295.7K
24,755
+20%
建仓
DRI
DARDEN RESTAURANTS INC
+$293.6K
2,093
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$291.3K
4,132
+79%
减持
IJR
ISHARES TR
-$286.5K
51,277
-2%
建仓
AYI
ACUITY BRANDS INC
+$283.1K
1,198
减持
GD
GENERAL DYNAMICS CORP
-$278.9K
28,801
-0%
清仓
STIP
ISHARES TR
-$277.5K
0
-100%
增持
CMF
ISHARES TR
+$272.6K
30,516
+19%
减持
CRM
SALESFORCE INC
-$271.3K
5,390
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$269.3K
12,352
+46%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$267.6K
5,673
增持
JPM
JPMORGAN CHASE & CO.
+$266.0K
8,959
+11%
建仓
PM
PHILIP MORRIS INTL INC
+$262.6K
2,583
减持
DFIP
DIMENSIONAL ETF TRUST
-$262.3K
134,298
-4%
减持
LLY
ELI LILLY & CO
+$261.8K
1,588
-1%
增持
DOCS
DOXIMITY INC
+$256.5K
54,589
+17%
减持
VTEB
VANGUARD MUN BD FDS
-$253.7K
293,979
-2%
清仓
CVS
CVS HEALTH CORP
-$251.2K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$247.5K
3,775
减持
SUB
ISHARES TR
-$242.8K
237,430
-1%
建仓
STPZ
PIMCO ETF TR
+$242.0K
4,686
减持
DFAI
DIMENSIONAL ETF TRUST
-$236.2K
192,456
-4%
清仓
VXF
VANGUARD INDEX FDS
-$231.5K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$228.9K
7,786
+2%
增持
MRK
MERCK & CO INC
+$228.5K
8,003
+30%
清仓
SPYV
SPDR SER TR
-$222.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$217.9K
2,371
-10%
清仓
—
TOPBUILD CORP
-$217.1K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$212.7K
4,554
增持
AVUV
AMERICAN CENTY ETF TR
+$210.1K
41,278
+11%
增持
VUG
VANGUARD INDEX FDS
+$209.3K
2,433
+13%
建仓
MDLZ
MONDELEZ INTL INC
+$208.1K
3,190
建仓
DFSV
DIMENSIONAL ETF TRUST
+$207.6K
7,348
清仓
UNP
UNION PAC CORP
-$205.9K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$204.0K
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$202.4K
29,107
+0%
清仓
COR
CENCORA INC
-$200.8K
0
-100%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$200.4K
3,950
增持
KO
COCA COLA CO
+$197.5K
10,387
+37%
增持
DFAU
DIMENSIONAL ETF TRUST
+$188.1K
89,129
+1%
增持
TIP
ISHARES TR
+$185.2K
6,908
+34%
减持
QQQ
INVESCO QQQ TR
+$182.4K
3,371
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$176.0K
1,120
+37%
增持
ESGE
ISHARES INC
+$171.1K
65,517
+3%
增持
DFSE
DIMENSIONAL ETF TRUST
+$170.0K
28,980
+15%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$164.8K
35,930
-3%
