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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 101
减持 29
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$87.1M
12,781,699
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$37.4M
1,177,252
+65%
增持
DFSD
DIMENSIONAL ETF TRUST
+$35.0M
3,396,458
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。
+26%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$28.1M
209,360
+66%
增持
DFIC
DIMENSIONAL ETF TRUST
+$25.9M
3,646,621
+12%
增持
VTI
VANGUARD INDEX FDS
+$25.1M
430,143
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$24.1M
50,281
+288%
增持
DFGX
DIMENSIONAL ETF TRUST
+$23.3M
1,348,633
+44%
增持
DUHP
DIMENSIONAL ETF TRUST
+$22.9M
1,902,011
+33%
增持
QQQ
INVESCO QQQ TR
+$18.9M
37,648
+824%
增持
AVEM
AMERICAN CENTY ETF TR
+$17.9M
657,632
+38%
增持
DFUV
DIMENSIONAL ETF TRUST
+$16.6M
833,172
+72%
增持
AAPL
APPLE INC
+$16.1M
184,366
+62%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$14.1M
1,413,879
-18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.1M
1,373,980
+9%
增持
AVDE
AMERICAN CENTY ETF TR
+$13.8M
542,167
+32%
增持
DFAT
DIMENSIONAL ETF TRUST
+$12.3M
1,657,077
+1%
增持
GOOG
ALPHABET INC
+$11.6M
74,543
+644%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.6M
1,282,443
+3%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$11.0M
145,736
增持
MGC
VANGUARD WORLD FD
+$10.3M
327,444
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$10.0M
980,236
+36%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$9.4M
205,930
+955%
增持
IUSB
ISHARES TR
+$9.1M
517,317
+62%
增持
MSFT
MICROSOFT CORP
+$9.0M
79,821
+1%
增持
VUG
VANGUARD INDEX FDS
+$8.8M
29,777
+160%
增持
DIHP
DIMENSIONAL ETF TRUST
+$8.8M
930,719
+31%
增持
MA
MASTERCARD INCORPORATED
+$8.8M
16,246
+2388%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.4M
68,770
+907%
增持
SPAB
SPDR SERIES TRUST
+$8.3M
837,816
+64%
增持
AVDV
AMERICAN CENTY ETF TR
+$8.1M
422,074
+11%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$8.1M
20,304
增持
DFAX
DIMENSIONAL ETF TRUST
+$7.9M
1,174,996
+11%
增持
VO
VANGUARD INDEX FDS
+$7.7M
77,374
+35%
增持
ISTB
ISHARES TR
+$7.3M
390,604
+62%
增持
VB
VANGUARD INDEX FDS
+$7.0M
81,694
+37%
增持
IEFA
ISHARES TR
+$7.0M
317,608
+21%
增持
VOO
VANGUARD INDEX FDS
+$7.0M
35,379
+34%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.9M
185,756
+28%
增持
AVLV
AMERICAN CENTY ETF TR
+$6.5M
201,785
+68%
增持
DFEM
DIMENSIONAL ETF TRUST
+$6.2M
1,359,330
+0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$6.0M
1,209,385
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$5.9M
185,550
+311%
减持
BSV
VANGUARD BD INDEX FDS
-$5.7M
1,621,727
-5%
增持
GOOGL
ALPHABET INC
+$5.4M
42,075
+228%
增持
IAGG
ISHARES TR
+$5.3M
313,146
+47%
增持
DFCF
DIMENSIONAL ETF TRUST
+$5.3M
2,148,340
+5%
增持
SPHY
SPDR SERIES TRUST
+$5.2M
461,736
+87%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.8M
10
+233%
增持
SPIB
SPDR SERIES TRUST
+$4.8M
356,213
+66%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.8M
83,861
增持
V
VISA INC
+$4.6M
15,629
+423%
增持
VV
VANGUARD INDEX FDS
+$4.5M
16,488
+1572%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
93,208
+3%
增持
PM
PHILIP MORRIS INTL INC
+$4.3M
27,278
+527%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$4.0M
7,246
减持
MUB
ISHARES TR
-$3.7M
175,564
-18%
增持
JPM
JPMORGAN CHASE & CO.
+$3.5M
22,284
+76%
增持
EMB
ISHARES TR
+$3.2M
152,372
+25%
建仓
LQD
ISHARES TR
+$3.1M
28,790
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$3.0M
105,909
+167%
建仓
VOE
VANGUARD INDEX FDS
+$2.9M
17,743
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
25,245
+42%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
1,534,506
+2%
增持
IJH
ISHARES TR
+$2.7M
251,761
+6%
增持
MDLZ
MONDELEZ INTL INC
+$2.7M
42,526
+966%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
62,874
+58%
增持
SUB
ISHARES TR
+$2.3M
332,223
+6%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.3M
356,834
-21%
减持
USMV
ISHARES TR
-$2.2M
167,403
-16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.1M
243,421
+10%
增持
GLDM
WORLD GOLD TR
+$2.0M
49,530
+145%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.0M
196,264
-10%
增持
PH
PARKER-HANNIFIN CORP
+$1.8M
2,951
+641%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.8M
130,082
-19%
增持
IBTH
ISHARES TR
+$1.7M
175,439
+81%
增持
ESGV
VANGUARD WORLD FD
+$1.7M
102,206
+3%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.7M
217,472
+9%
减持
VTV
VANGUARD INDEX FDS
+$1.7M
189,993
-3%
增持
DIS
DISNEY WALT CO
+$1.6M
19,904
+109%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
64,066
+1%
增持
EWX
SPDR INDEX SHS FDS
+$1.6M
109,714
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$1.5M
365,872
+8%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$1.5M
21,844
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.4M
98,127
+12%
减持
VTIP
VANGUARD MALVERN FDS
-$1.4M
439,854
-6%
增持
AMZN
AMAZON COM INC
+$1.4M
37,313
+3%
减持
VXUS
VANGUARD STAR FDS
+$1.3M
171,012
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
73,937
+22%
减持
IWD
ISHARES TR
-$1.3M
44,658
-21%
增持
MCD
MCDONALDS CORP
+$1.3M
11,950
+66%
减持
JNK
SPDR SERIES TRUST
-$1.3M
95,223
-15%
建仓
IAU
ISHARES GOLD TR
+$1.3M
20,400
减持
MTUM
ISHARES TR
+$1.3M
175,423
-14%
增持
IBTG
ISHARES TR
+$1.3M
424,481
+15%
建仓
PFFD
GLOBAL X FDS
+$1.3M
66,502
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$1.2M
4,269
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.2M
611,392
-5%
减持
HYGH
ISHARES U S ETF TR
-$1.1M
21,410
-41%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.1M
154,343
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
38,695
+12%
减持
ESGU
ISHARES TR
+$1.0M
95,998
-5%
增持
AXP
AMERICAN EXPRESS CO
+$1.0M
4,047
+308%
增持
ORCL
ORACLE CORP
+$1.0M
9,762
+8%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$988.7K
21,235
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$930.6K
60,690
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$901.3K
131,176
+34%
增持
DFGR
DIMENSIONAL ETF TRUST
+$889.1K
258,996
+6%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$854.6K
346,258
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$846.7K
2,805
+186%
增持
EMR
EMERSON ELEC CO
+$841.8K
9,972
+93%
增持
ACWX
ISHARES TR
+$821.2K
108,353
+0%
减持
ESGD
ISHARES TR
+$812.3K
83,813
-0%
增持
GD
GENERAL DYNAMICS CORP
+$795.9K
28,871
+2%
建仓
USTB
VICTORY PORTFOLIOS II
+$793.5K
15,638
建仓
FBND
FIDELITY MERRIMACK STR TR
+$791.0K
17,403
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$785.8K
38,114
+26%
减持
ARKK
ARK ETF TR
+$780.3K
33,681
-0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$767.3K
114,703
+10%
增持
META
META PLATFORMS INC
+$752.2K
3,950
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$729.8K
121,747
-8%
增持
WFC
WELLS FARGO CO NEW
+$720.9K
33,736
+9%
减持
QUAL
ISHARES TR
-$719.0K
98,353
-13%
增持
CMF
ISHARES TR
+$711.7K
54,945
+29%
减持
DFAI
DIMENSIONAL ETF TRUST
+$700.8K
165,783
-0%
清仓
BUG
GLOBAL X FDS
-$693.8K
0
-100%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$692.5K
12,591
减持
VEEV
VEEVA SYS INC
+$677.8K
13,454
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$661.8K
7,566
+15%
增持
BX
BLACKSTONE INC
+$659.6K
11,778
+42%
增持
WELL
WELLTOWER INC
+$654.5K
6,093
+202%
增持
NFLX
NETFLIX INC
+$647.7K
1,522
+9%
建仓
SHV
ISHARES TR
+$642.8K
5,837
增持
CVX
CHEVRON CORP NEW
+$634.0K
14,680
+40%
减持
—
ISHARES TR
-$603.8K
530,340
-5%
增持
IWB
ISHARES TR
+$601.9K
13,035
+1%
减持
EFV
ISHARES TR
+$600.1K
141,072
-5%
建仓
VPU
VANGUARD WORLD FD
+$579.5K
3,271
减持
AVIG
AMERICAN CENTY ETF TR
-$577.4K
26,433
-35%
减持
AVUS
AMERICAN CENTY ETF TR
+$546.3K
170,903
-10%
增持
VYMI
VANGUARD WHITEHALL FDS
+$542.5K
11,265
+121%
增持
SPYM
SPDR SERIES TRUST
+$534.1K
41,367
+6%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$528.9K
56,115
+27%
减持
EFAV
ISHARES TR
-$527.9K
84,922
-15%
清仓
DFCA
DIMENSIONAL ETF TRUST
-$522.2K
0
-100%
增持
IVV
ISHARES TR
+$516.6K
2,123
+44%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$516.0K
10,652
建仓
SHW
SHERWIN WILLIAMS CO
+$511.5K
1,477
增持
ESML
ISHARES TR
+$484.9K
71,103
+4%
增持
UAL
UNITED AIRLS HLDGS INC
+$476.7K
36,509
+4%
