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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 108
减持 29
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$52.2M
13,520,639
+6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$31.3M
4,002,899
+18%
增持
VYM
VANGUARD WHITEHALL FDS
+$29.9M
280,579
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。
+308%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$28.3M
84,245
+315%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$26.0M
1,623,738
+27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.2M
1,671,450
+22%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$21.4M
449,839
增持
SPY
SPDR S&P 500 ETF TR
+$21.1M
79,245
+58%
增持
VTI
VANGUARD INDEX FDS
+$20.1M
465,069
+8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$19.8M
367,170
+202%
增持
DFGX
DIMENSIONAL ETF TRUST
+$19.3M
1,670,184
+24%
增持
SPDW
SPDR INDEX SHS FDS
+$18.6M
602,063
+224%
增持
DUHP
DIMENSIONAL ETF TRUST
+$18.0M
2,302,455
+21%
增持
DFIC
DIMENSIONAL ETF TRUST
+$17.3M
3,947,017
+8%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$17.2M
254,583
+22%
增持
ISTB
ISHARES TR
+$15.8M
707,670
+81%
增持
VO
VANGUARD INDEX FDS
+$15.6M
129,774
+68%
增持
VB
VANGUARD INDEX FDS
+$14.9M
136,564
+67%
增持
VOO
VANGUARD INDEX FDS
+$14.4M
56,990
+61%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.4M
338,382
+304%
增持
AVEM
AMERICAN CENTY ETF TR
+$13.9M
771,152
+17%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$12.4M
366,095
+246%
增持
IWF
ISHARES TR
+$12.1M
50,778
+88%
增持
IVW
ISHARES TR
+$11.4M
106,542
+765%
增持
LQD
ISHARES TR
+$11.1M
126,231
+338%
增持
AVDE
AMERICAN CENTY ETF TR
+$10.3M
632,451
+17%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$10.2M
232,771
+996%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$10.1M
1,194,324
-16%
增持
IEFA
ISHARES TR
+$9.8M
409,786
+29%
增持
IEMG
ISHARES INC
+$9.6M
187,574
+280%
增持
DFCF
DIMENSIONAL ETF TRUST
+$9.5M
2,306,121
+7%
增持
AAPL
APPLE INC
+$9.4M
194,289
+5%
增持
VOE
VANGUARD INDEX FDS
+$9.2M
70,747
+299%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.2M
155,087
+147%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.8M
340,291
+40%
增持
BND
VANGUARD BD INDEX FDS
+$8.7M
1,607,276
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.1M
190,402
+994%
增持
USTB
VICTORY PORTFOLIOS II
+$8.0M
171,611
+997%
增持
DIHP
DIMENSIONAL ETF TRUST
+$7.7M
1,131,564
+22%
增持
IUSB
ISHARES TR
+$7.5M
662,537
+28%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.4M
58,309
-72%
增持
DFLV
DIMENSIONAL ETF TRUST
+$7.4M
1,178,511
+20%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$7.2M
230,445
+24%
增持
SUB
ISHARES TR
+$7.1M
397,670
+20%
减持
BSV
VANGUARD BD INDEX FDS
-$7.0M
1,512,690
-7%
增持
VUG
VANGUARD INDEX FDS
+$6.9M
41,900
+41%
增持
SPAB
SPDR SERIES TRUST
+$6.8M
1,073,058
+28%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.5M
446,632
+6%
增持
IWD
ISHARES TR
+$6.0M
73,272
+64%
增持
SPHY
SPDR SERIES TRUST
+$6.0M
713,148
+54%
增持
GOOG
ALPHABET INC
+$6.0M
76,272
+2%
增持
IAGG
ISHARES TR
+$5.3M
410,591
+31%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$5.3M
117,575
+1004%
增持
IJH
ISHARES TR
+$5.2M
327,930
+30%
增持
EMB
ISHARES TR
+$5.0M
199,216
+31%
增持
PFFD
GLOBAL X FDS
+$4.4M
292,962
+341%
建仓
BCI
ABRDN ETFS
+$4.3M
195,133
减持
DFUS
DIMENSIONAL ETF TRUST
+$4.1M
1,162,120
-1%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$4.0M
127,655
+986%
增持
VTV
VANGUARD INDEX FDS
+$3.9M
204,461
+8%
减持
MGC
VANGUARD WORLD FD
-$3.9M
288,653
-12%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.9M
250,049
+24%
增持
GOOGL
ALPHABET INC
+$3.7M
44,487
+6%
建仓
SEIE
SEI EXCHANGE TRADED FUNDS
+$3.7M
121,944
增持
SPIB
SPDR SERIES TRUST
+$3.4M
449,832
+26%
减持
DFEM
DIMENSIONAL ETF TRUST
+$3.3M
1,334,738
-2%
减持
MTUM
ISHARES TR
-$3.3M
152,590
-13%
增持
MSFT
MICROSOFT CORP
+$3.1M
83,743
+5%
减持
VBIL
VANGUARD INSTL INDEX FD
-$3.1M
104,713
-28%
增持
NVDA
NVIDIA CORPORATION
+$3.0M
97,783
+5%
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.7M
656,842
+7%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
192,846
+13%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$2.6M
381,871
+10%
减持
USMV
ISHARES TR
-$2.5M
141,035
-16%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
108,134
+165%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.2M
84,833
+840%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.2M
1,157,500
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$2.1M
395,091
-10%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
88,433
+759%
增持
QQQ
INVESCO QQQ TR
+$1.9M
37,880
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
1,167,192
-3%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.9M
191,760
+24%
增持
IJR
ISHARES TR
+$1.8M
79,153
+17%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.8M
248,432
+14%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
1,655,470
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
389,615
+6%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.7M
99,268
-24%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.7M
284,838
-20%
建仓
SEIS
SEI EXCHANGE TRADED FUNDS
+$1.7M
60,958
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
200,724
+15%
建仓
SEEM
SEI EXCHANGE TRADED FUNDS
+$1.6M
51,962
建仓
IDEV
ISHARES TR
+$1.6M
19,219
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
27,841
+10%
建仓
AGG
ISHARES TR
+$1.4M
14,239
增持
—
EXXON MOBIL CORP
+$1.4M
38,807
+50%
增持
SPYV
SPDR SERIES TRUST
+$1.4M
34,205
+294%
增持
DFSB
DIMENSIONAL ETF TRUST
+$1.4M
109,449
+28%
减持
QUAL
ISHARES TR
-$1.4M
86,619
-12%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
30,487
+6%
减持
SHM
SPDR SERIES TRUST
-$1.4M
91,568
-24%
减持
JNK
SPDR SERIES TRUST
-$1.4M
80,810
-15%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$1.3M
29,232
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$1.3M
33,587
增持
GLDM
WORLD GOLD TR
+$1.3M
53,236
+7%
增持
IBTG
ISHARES TR
+$1.3M
477,386
+12%
减持
IMTM
ISHARES TR
-$1.2M
254,986
-14%
增持
IVE
ISHARES TR
+$1.2M
9,589
+153%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.1M
108,268
+10%
减持
—
ISHARES TR
-$1.1M
483,006
-9%
增持
ESGV
VANGUARD WORLD FD
+$1.1M
104,807
+3%
建仓
HYMB
SPDR SERIES TRUST
+$1.0M
41,377
增持
EAGG
ISHARES TR
+$1.0M
211,382
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.0M
46,572
+325%
增持
ORCL
ORACLE CORP
+$993.3K
10,417
+7%
增持
IBTH
ISHARES TR
+$971.3K
217,257
+24%
增持
IAU
ISHARES GOLD TR
+$968.1K
27,747
+36%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$934.0K
99,875
+8%
减持
EFAV
ISHARES TR
-$925.6K
72,826
-14%
减持
GD
GENERAL DYNAMICS CORP
+$924.3K
28,528
-1%
增持
TSLA
TESLA INC
+$911.1K
5,160
+17%
减持
AVUS
AMERICAN CENTY ETF TR
+$908.7K
170,485
-0%
增持
GLD
SPDR GOLD TR
+$891.3K
9,143
+3%
增持
EWX
SPDR INDEX SHS FDS
+$876.8K
114,526
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$864.2K
62,261
+3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$856.0K
0
-100%
增持
DFSE
DIMENSIONAL ETF TRUST
+$848.7K
67,961
+31%
增持
VBK
VANGUARD INDEX FDS
+$820.0K
4,713
+118%
增持
VUSB
VANGUARD BD INDEX FDS
+$813.6K
180,871
+9%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$811.3K
48,234
增持
AMD
ADVANCED MICRO DEVICES INC
+$782.4K
6,055
+28%
减持
ESGU
ISHARES TR
-$777.3K
84,698
-12%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$770.8K
16,823
+0%
增持
AVGO
BROADCOM INC
+$758.5K
5,126
+33%
增持
DFGR
DIMENSIONAL ETF TRUST
+$715.7K
280,865
+8%
增持
META
META PLATFORMS INC
+$696.8K
4,963
+26%
减持
REET
ISHARES TR
-$689.1K
60,168
-33%
减持
DFUV
DIMENSIONAL ETF TRUST
+$686.0K
821,903
-1%
增持
SBUX
STARBUCKS CORP
+$678.5K
17,252
+108%
增持
—
ACCENTURE PLC IRELAND
-$673.5K
10,351
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$671.2K
8,163
-52%
增持
SPYG
SPDR SERIES TRUST
+$664.4K
9,516
+181%
减持
IQLT
ISHARES TR
-$656.5K
105,420
-16%
增持
UAL
UNITED AIRLS HLDGS INC
+$634.2K
36,617
+0%
增持
CAT
CATERPILLAR INC
+$631.3K
3,553
+8%
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$627.6K
16,615
增持
LDOS
LEIDOS HOLDINGS INC
+$625.4K
13,458
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$603.3K
3,167
+83%
增持
VBR
VANGUARD INDEX FDS
+$580.6K
65,073
+2%
增持
MUNI
PIMCO ETF TR
+$576.0K
22,704
+88%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$562.8K
179,274
-9%
