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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 87
减持 40
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$49.5M
2,694,401
+61%
增持
DFGX
DIMENSIONAL ETF TRUST
+$31.5M
936,969
+186%
增持
DUHP
DIMENSIONAL ETF TRUST
+$27.5M
1,429,319
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。
+169%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$23.4M
1,719,141
-21%
减持
MGC
VANGUARD WORLD FD
-$23.0M
323,304
-21%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$21.7M
125,999
+263%
增持
AVEM
AMERICAN CENTY ETF TR
+$14.8M
477,685
+129%
减持
MTUM
ISHARES TR
-$14.7M
203,095
-24%
增持
DFIC
DIMENSIONAL ETF TRUST
+$14.2M
3,254,844
+16%
增持
IEFA
ISHARES TR
+$14.1M
263,008
+262%
减持
DFAT
DIMENSIONAL ETF TRUST
-$13.7M
1,637,566
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$12.8M
145,393
+2522%
增持
IJH
ISHARES TR
+$12.7M
236,528
+2959%
增持
DFLV
DIMENSIONAL ETF TRUST
+$12.7M
719,582
+168%
增持
—
ISHARES TR
+$12.6M
555,538
+3545%
增持
DIHP
DIMENSIONAL ETF TRUST
+$11.4M
707,883
+158%
增持
SPAB
SPDR SER TR
+$10.6M
510,167
+456%
增持
AVDE
AMERICAN CENTY ETF TR
+$10.3M
409,567
+60%
增持
VTI
VANGUARD INDEX FDS
+$10.1M
396,108
+19%
增持
ISTB
ISHARES TR
+$9.8M
240,656
+535%
增持
IWF
ISHARES TR
+$9.6M
31,827
+626%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.2M
11,812,257
+11%
增持
IUSB
ISHARES TR
+$8.9M
319,588
+154%
增持
IWD
ISHARES TR
+$8.7M
56,372
+643%
增持
VOO
VANGUARD INDEX FDS
+$8.3M
26,491
+188%
增持
IBTG
ISHARES TR
+$8.1M
368,024
+2267%
减持
SCHO
SCHWAB STRATEGIC TR
-$7.9M
452,016
-42%
减持
BSV
VANGUARD BD INDEX FDS
-$7.8M
1,698,621
-6%
增持
IAGG
ISHARES TR
+$7.7M
213,009
+261%
减持
QUAL
ISHARES TR
-$7.6M
113,352
-23%
增持
AVDV
AMERICAN CENTY ETF TR
+$7.0M
380,837
+35%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$6.7M
218,001
-19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
1,266,007
+17%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.2M
2,040,511
+7%
增持
NVDA
NVIDIA CORPORATION
+$6.1M
90,720
+185%
增持
SPIB
SPDR SER TR
+$5.8M
214,386
+474%
减持
USMV
ISHARES TR
-$5.6M
198,936
-25%
增持
AVLV
AMERICAN CENTY ETF TR
+$5.3M
119,827
+281%
增持
SPHY
SPDR SER TR
+$5.2M
246,276
+1103%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.8M
1,060,948
+22%
减持
GEM
GOLDMAN SACHS ETF TR
-$4.3M
401,492
-24%
增持
SUB
ISHARES TR
+$4.2M
314,352
+15%
减持
MUB
ISHARES TR
-$3.8M
213,479
-12%
减持
IMTM
ISHARES TR
-$3.8M
344,465
-25%
增持
DFNM
DIMENSIONAL ETF TRUST
+$3.8M
643,483
+16%
减持
VTV
VANGUARD INDEX FDS
-$3.5M
196,335
-7%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$3.5M
335,980
减持
JNK
SPDR SER TR
-$3.3M
112,138
-22%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
11,463
+327%
减持
VBR
VANGUARD INDEX FDS
-$3.1M
63,339
-12%
建仓
HYGH
ISHARES U S ETF TR
+$3.0M
36,025
增持
AAPL
APPLE INC
+$3.0M
113,837
+45%
建仓
HEFA
ISHARES TR
+$3.0M
85,723
减持
ESGU
ISHARES TR
-$2.8M
100,965
-12%
减持
DFEM
DIMENSIONAL ETF TRUST
-$2.7M
1,358,092
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.7M
172,685
+35%
增持
EMB
ISHARES TR
+$2.4M
121,905
+28%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.3M
3
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$2.3M
96,450
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$2.1M
16,800
-0%
减持
EFAV
ISHARES TR
-$2.0M
100,408
-26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
17,819
+10%
增持
UNP
UNION PAC CORP
+$1.9M
9,591
+714%
增持
IBTH
ISHARES TR
+$1.8M
97,116
+510%
减持
BILL
BILL HOLDINGS INC
-$1.8M
43,750
-0%
增持
PEP
PEPSICO INC
+$1.8M
22,596
+126%
减持
IQLT
ISHARES TR
-$1.7M
149,158
-25%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.6M
189,041
-1%
减持
EEMV
ISHARES INC
-$1.6M
81,626
-24%
增持
DE
DEERE & CO
+$1.6M
5,561
+151%
增持
ITOT
ISHARES TR
+$1.5M
48,091
+49%
建仓
HSCZ
ISHARES TR
+$1.5M
48,469
建仓
RWO
SPDR INDEX SHS FDS
+$1.4M
32,845
增持
VTEB
VANGUARD MUN BD FDS
+$1.4M
337,840
+13%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.3M
198,694
+35%
减持
DFGR
DIMENSIONAL ETF TRUST
-$1.3M
244,636
-15%
增持
IBTI
ISHARES TR
+$1.2M
71,313
+344%
增持
IJR
ISHARES TR
+$1.2M
72,433
+40%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.2M
145,116
+28%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
222,191
-7%
建仓
FDX
FEDEX CORP
+$1.0M
4,702
减持
SHM
SPDR SER TR
-$1.0M
127,642
-14%
减持
DFIV
DIMENSIONAL ETF TRUST
+$994.3K
1,230,119
-2%
增持
AMZN
AMAZON COM INC
+$983.6K
36,220
+34%
增持
DFIP
DIMENSIONAL ETF TRUST
+$982.4K
166,051
+14%
减持
DFUV
DIMENSIONAL ETF TRUST
-$979.9K
485,458
-0%
减持
UAL
UNITED AIRLS HLDGS INC
-$922.0K
35,077
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$872.3K
87,890
+27%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP
+$859.4K
98,555
清仓
SPYG
SPDR SER TR
-$851.6K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$766.1K
60,680
-7%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$749.1K
14,782
减持
EFV
ISHARES TR
-$749.0K
148,318
-14%
增持
WMT
WALMART INC
+$720.2K
16,238
+100%
增持
VB
VANGUARD INDEX FDS
-$719.3K
59,585
+7%
建仓
BUG
GLOBAL X FDS
+$693.8K
21,153
增持
DOCS
DOXIMITY INC
+$693.6K
79,039
+14%
增持
CAT
CATERPILLAR INC
+$687.2K
3,293
+293%
增持
EMXC
ISHARES INC
+$680.0K
21,890
+147%
减持
SHY
ISHARES TR
-$675.0K
53,278
-14%
增持
JPM
JPMORGAN CHASE & CO.
+$672.1K
12,696
+32%
减持
SPY
SPDR S&P 500 ETF TR
-$669.8K
12,967
-2%
增持
JNJ
JOHNSON & JOHNSON
+$654.8K
27,649
+14%
建仓
KR
KROGER CO
+$644.8K
9,794
增持
—
EXXON MOBIL CORP
+$644.6K
24,770
+35%
减持
AVUV
AMERICAN CENTY ETF TR
-$605.3K
39,759
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$603.3K
161,356
+5%
增持
META
META PLATFORMS INC
+$602.6K
3,560
+41%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$591.0K
39,631
-25%
增持
VO
VANGUARD INDEX FDS
+$585.7K
57,317
+12%
增持
DFSB
DIMENSIONAL ETF TRUST
+$579.5K
78,640
+17%
减持
SPYV
SPDR SER TR
-$570.7K
4,658
-70%
增持
KO
COCA COLA CO
+$566.3K
17,709
+64%
建仓
ED
CONSOLIDATED EDISON INC
+$561.4K
5,308
减持
VSGX
VANGUARD WORLD FD
-$543.7K
101,464
-8%
建仓
UGI
UGI CORP NEW
+$540.4K
17,282
增持
VEEV
VEEVA SYS INC
+$518.8K
14,296
+16%
增持
ESGV
VANGUARD WORLD FD
-$515.1K
99,674
+4%
清仓
SHW
SHERWIN WILLIAMS CO
-$498.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$494.3K
7,199
+23%
建仓
LMT
LOCKHEED MARTIN CORP
+$494.3K
1,069
增持
GLD
SPDR GOLD TR
+$486.3K
9,463
+3%
增持
IBTJ
ISHARES TR
+$485.7K
38,573
+135%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$478.5K
62,191
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$477.8K
1,240,949
-2%
增持
SO
SOUTHERN CO
+$468.9K
11,052
+81%
增持
DFAU
DIMENSIONAL ETF TRUST
+$466.9K
108,407
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$463.4K
6,592
+33%
增持
IEMG
ISHARES INC
+$462.7K
51,820
+24%
增持
EFA
ISHARES TR
+$458.4K
14,597
+60%
增持
V
VISA INC
+$430.6K
2,989
+68%
增持
GOOGL
ALPHABET INC
+$422.7K
12,820
+51%
增持
PG
PROCTER AND GAMBLE CO
+$389.4K
14,462
+24%
减持
ARKK
ARK ETF TR
-$389.0K
33,697
-3%
建仓
—
EATON CORP PLC
+$386.8K
1,364
增持
UNH
UNITEDHEALTH GROUP INC
+$382.8K
1,682
+44%
建仓
CMI
CUMMINS INC
+$375.5K
1,266
增持
TIP
ISHARES TR
+$372.3K
9,152
+55%
增持
RTX
RTX CORPORATION
+$367.0K
4,975
+112%
增持
SPYM
SPDR SER TR
+$365.6K
38,901
+26%
增持
NFLX
NETFLIX INC
+$360.5K
1,391
+30%
减持
TTD
THE TRADE DESK INC
-$359.4K
4,904
-8%
增持
COP
CONOCOPHILLIPS
+$357.5K
7,566
+124%
增持
CRM
SALESFORCE INC
-$353.2K
5,571
+2%
建仓
MA
MASTERCARD INCORPORATED
+$336.6K
653
增持
ABT
ABBOTT LABS
+$326.1K
8,239
+29%
建仓
MS
MORGAN STANLEY
+$316.1K
2,830
建仓
DTE
DTE ENERGY CO
+$313.6K
2,403
增持
TSLA
TESLA INC
-$313.4K
4,399
+18%
建仓
HSY
HERSHEY CO
+$308.9K
1,882
