小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 93
减持 30
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$25.6M
8,806,748
+5%
增持
BND
VANGUARD BD INDEX FDS
+$14.9M
1,471,900
+12%
增持
MGC
VANGUARD WORLD FD
+$12.5M
441,217
+15%
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
+$12.2M
2,425,904
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$12.0M
1,883,160
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$11.8M
1,753,747
+7%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.5M
1,628,402
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.0M
1,208,591
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.5M
1,039,405
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$6.1M
1,877,234
+8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.8M
1,267,578
+7%
增持
VTV
VANGUARD INDEX FDS
+$4.4M
252,052
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.7M
298,501
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.6M
1,103,000
+8%
增持
VO
VANGUARD INDEX FDS
+$3.5M
48,163
+28%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
313,356
+1%
增持
VB
VANGUARD INDEX FDS
+$2.9M
51,315
+21%
增持
USMV
ISHARES TR
+$2.6M
319,280
+2%
减持
ARKK
ARK ETF TR
-$2.4M
41,944
-55%
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.3M
470,603
+9%
增持
GEM
GOLDMAN SACHS ETF TR
+$2.1M
628,416
+3%
增持
MTUM
ISHARES TR
+$2.0M
325,084
+2%
增持
SUB
ISHARES TR
+$2.0M
252,360
+6%
增持
MSFT
MICROSOFT CORP
-$2.0M
72,969
+4%
增持
JNK
SPDR SER TR
+$1.7M
151,194
+10%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.7M
1,062,144
+2%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
9,071
+43%
增持
QUAL
ISHARES TR
+$1.5M
176,516
+2%
增持
EMB
ISHARES TR
+$1.5M
83,090
+18%
清仓
LW
LAMB WESTON HLDGS INC
-$1.4M
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.4M
61,943
+46%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
216,317
+2%
增持
DOCS
DOXIMITY INC
+$1.2M
62,767
+15%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
150,482
+6%
增持
EFAV
ISHARES TR
+$1.2M
161,643
+2%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.1M
189,400
-9%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.0M
489,937
-1%
增持
IMTM
ISHARES TR
+$1.0M
545,994
+4%
减持
VBR
VANGUARD INDEX FDS
+$1.0M
80,221
-3%
增持
EWX
SPDR INDEX SHS FDS
+$988.1K
88,296
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$979.1K
16,314
+3%
增持
IQLT
ISHARES TR
+$825.5K
243,752
+4%
建仓
SPYV
SPDR SER TR
+$819.8K
15,570
建仓
SPYG
SPDR SER TR
+$792.9K
9,686
增持
VTIP
VANGUARD MALVERN FDS
+$787.8K
384,555
+3%
减持
USFR
WISDOMTREE TR
-$781.4K
11,888
-57%
增持
DFSU
DIMENSIONAL ETF TRUST
+$775.5K
132,635
+14%
增持
DFSI
DIMENSIONAL ETF TRUST
+$744.0K
102,077
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$717.6K
12,568
+9%
增持
GD
GENERAL DYNAMICS CORP
+$716.0K
28,844
+0%
建仓
PYLD
PIMCO ETF TR
+$709.3K
26,737
减持
AVDE
AMERICAN CENTY ETF TR
-$686.8K
172,639
-10%
减持
DFAX
DIMENSIONAL ETF TRUST
+$662.2K
898,708
-2%
增持
EEMV
ISHARES INC
+$650.9K
125,849
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$638.7K
301,644
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$635.1K
63,333
-2%
增持
CMF
ISHARES TR
+$633.8K
40,873
+34%
减持
AVGE
AMERICAN CENTY ETF TR
-$616.0K
12,006
-44%
增持
SHM
SPDR SER TR
+$612.7K
154,185
+7%
建仓
MMKT
TEXAS CAP TEX EQUITY INDEX E
+$594.5K
594,483
增持
MCD
MCDONALDS CORP
+$564.8K
6,440
+14%
增持
—
ACCENTURE PLC IRELAND
+$562.5K
9,451
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
-$558.5K
165,929
-14%
减持
DFUS
DIMENSIONAL ETF TRUST
+$549.2K
656,983
-1%
增持
IJR
ISHARES TR
+$537.3K
51,767
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
-$531.8K
108,631
-19%
减持
AVEM
AMERICAN CENTY ETF TR
-$528.9K
64,488
-16%
增持
VUSB
VANGUARD BD INDEX FDS
+$528.8K
113,757
+10%
增持
—
EXXON MOBIL CORP
+$515.1K
19,459
+17%
增持
HD
HOME DEPOT INC
+$459.6K
5,418
+3%
增持
JNJ
JOHNSON & JOHNSON
+$449.3K
23,987
+3%
增持
ESGU
ISHARES TR
+$449.2K
118,315
+1%
增持
UAL
UNITED AIRLS HLDGS INC
+$395.2K
36,486
+5%
增持
DFSB
DIMENSIONAL ETF TRUST
+$378.1K
56,803
+10%
增持
VEEV
VEEVA SYS INC
+$375.9K
14,784
+0%
减持
AVIG
AMERICAN CENTY ETF TR
-$370.6K
40,825
-20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$369.1K
43,531
-12%
增持
ESML
ISHARES TR
+$350.3K
61,436
+7%
增持
ESGD
ISHARES TR
+$327.7K
85,173
+0%
建仓
SCHA
SCHWAB STRATEGIC TR
+$327.3K
6,445
增持
DFAR
DIMENSIONAL ETF TRUST
+$327.3K
30,910
+50%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$325.2K
4,799
+16%
增持
DHI
D R HORTON INC
+$318.1K
5,775
+0%
增持
ABBV
ABBVIE INC
+$316.3K
8,070
+7%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$314.9K
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$312.6K
29,111
+0%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$312.2K
16,808
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$300.5K
39,006
-10%
增持
ITOT
ISHARES TR
+$298.3K
34,792
+4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$292.3K
18,260
-23%
清仓
REET
ISHARES TR
-$291.1K
0
-100%
增持
ESGE
ISHARES INC
+$290.5K
68,112
+4%
增持
GOOG
ALPHABET INC
+$288.5K
6,664
+54%
增持
DFSE
DIMENSIONAL ETF TRUST
+$288.2K
35,025
+21%
减持
ACWX
ISHARES TR
+$288.0K
111,319
-1%
建仓
F
FORD MTR CO
+$283.6K
27,059
增持
BX
BLACKSTONE INC
+$272.0K
8,383
+1%
建仓
NOC
NORTHROP GRUMMAN CORP
+$261.7K
486
减持
VSGX
VANGUARD WORLD FD
+$261.0K
111,110
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$260.9K
65,304
-1%
减持
MUB
ISHARES TR
+$260.1K
231,724
-1%
建仓
ES
EVERSOURCE ENERGY
+$250.2K
3,752
增持
META
META PLATFORMS INC
+$249.9K
2,315
+14%
建仓
CVS
CVS HEALTH CORP
+$248.9K
3,998
增持
GLD
SPDR GOLD TR
+$248.1K
9,146
+0%
建仓
PH
PARKER-HANNIFIN CORP
+$246.9K
393
减持
ACWI
ISHARES TR
-$244.3K
2,424
-48%
增持
GLDM
WORLD GOLD TR
+$242.5K
17,313
+21%
增持
LDOS
LEIDOS HOLDINGS INC
+$241.8K
11,366
+1%
清仓
SHV
ISHARES TR
-$239.9K
0
-100%
建仓
UNP
UNION PAC CORP
+$239.7K
985
建仓
WELL
WELLTOWER INC
+$239.2K
1,883
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$239.0K
83,127
+4%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$234.8K
2,915
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$229.7K
4,617
+0%
建仓
MAR
MARRIOTT INTL INC NEW
+$225.4K
906
增持
BA
BOEING CO
-$222.9K
7,928
+1%
建仓
ERIE
ERIE INDTY CO
+$220.4K
407
清仓
OXY
OCCIDENTAL PETE CORP
-$219.8K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$216.1K
814
建仓
GEV
GE VERNOVA INC
+$215.7K
855
减持
EAGG
ISHARES TR
+$213.4K
187,091
-1%
增持
COST
COSTCO WHSL CORP NEW
+$210.4K
2,633
+11%
建仓
XLC
SELECT SECTOR SPDR TR
+$209.6K
2,324
清仓
FDHY
FIDELITY COVINGTON TRUST
-$201.8K
0
-100%
减持
EFV
ISHARES TR
+$201.6K
191,929
-4%
建仓
—
TOPBUILD CORP
+$201.5K
500
清仓
DUSB
DIMENSIONAL ETF TRUST
-$200.4K
0
-100%
增持
T
AT&T INC
+$194.6K
29,346
+21%
增持
GE
GE AEROSPACE
+$193.7K
3,736
+21%
减持
ESGV
VANGUARD WORLD FD
-$187.0K
99,073
-3%
减持
ORCL
ORACLE CORP
+$177.1K
6,569
-0%
增持
VBK
VANGUARD INDEX FDS
+$177.1K
1,894
+44%
减持
IEFA
ISHARES TR
+$175.1K
66,519
-1%
增持
SHY
ISHARES TR
+$174.3K
64,290
+2%
增持
PG
PROCTER AND GAMBLE CO
+$174.0K
11,286
+6%
增持
CRM
SALESFORCE INC
+$168.7K
5,472
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$168.0K
28,202
+2%
增持
QCOM
QUALCOMM INC
-$166.7K
5,171
+3%
建仓
VGSR
MANAGER DIRECTED PORTFOLIOS
+$162.2K
14,755
增持
IWM
ISHARES TR
+$160.4K
9,786
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$157.5K
18,455
-13%
增持
UNH
UNITEDHEALTH GROUP INC
+$151.9K
1,187
+6%
减持
SBUX
STARBUCKS CORP
+$149.6K
6,946
-3%
增持
NVDA
NVIDIA CORPORATION
-$149.3K
31,648
+6%
增持
IJH
ISHARES TR
+$148.2K
6,490
+48%
增持
EFA
ISHARES TR
+$146.7K
8,182
+22%
减持
SNPS
SYNOPSYS INC
-$143.3K
589
-18%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$142.7K
33,789
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$140.4K
5,091
+52%
