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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 106
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$79.4M
688,831
+48%
增持
DFAC
DIMENSIONAL ETF TRUST
+$35.9M
13,914,954
+3%
增持
DFSD
DIMENSIONAL ETF TRUST
+$22.2M
4,509,681
+13%
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
AAPL
APPLE INC
+$21.1M
254,471
+31%
增持
DFIC
DIMENSIONAL ETF TRUST
+$18.2M
4,296,455
+9%
增持
ESGV
VANGUARD WORLD FD
+$17.3M
244,585
+133%
增持
BIV
VANGUARD BD INDEX FDS
+$14.3M
192,483
+2258%
建仓
IYY
ISHARES TR
+$14.2M
85,858
增持
DUHP
DIMENSIONAL ETF TRUST
+$12.4M
2,598,242
+13%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$11.8M
285,228
+12%
清仓
—
ISHARES TR
-$11.3M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$11.2M
1,661,574
+10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$11.1M
2,604,385
+13%
增持
SPHY
SPDR SERIES TRUST
+$11.0M
1,181,289
+66%
增持
DFGX
DIMENSIONAL ETF TRUST
+$10.7M
1,935,630
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.1M
1,883,128
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.9M
1,735,240
+7%
建仓
IBB
ISHARES TR
+$9.7M
57,594
减持
MGC
VANGUARD WORLD FD
-$9.4M
241,091
-16%
增持
IWV
ISHARES TR
+$7.9M
26,542
+329%
增持
IUSB
ISHARES TR
+$7.3M
826,561
+25%
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.3M
1,224,259
+5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.2M
1,083,328
-9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$7.0M
1,318,903
+12%
增持
AVEM
AMERICAN CENTY ETF TR
+$7.0M
854,577
+11%
增持
MSFT
MICROSOFT CORP
+$6.8M
102,628
+23%
增持
IBTG
ISHARES TR
+$6.6M
766,927
+61%
增持
SPAB
SPDR SERIES TRUST
+$6.4M
1,336,604
+25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.4M
121,875
+237%
增持
AVDE
AMERICAN CENTY ETF TR
+$6.0M
682,150
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.8M
273,676
+19%
增持
DIHP
DIMENSIONAL ETF TRUST
+$5.6M
1,280,570
+13%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
64,050
+12%
减持
MTUM
ISHARES TR
-$5.3M
132,937
-13%
增持
VSGX
VANGUARD WORLD FD
+$5.3M
156,741
+85%
建仓
VTEI
VANGUARD MUN BD FDS
+$5.2M
52,050
增持
SPY
SPDR S&P 500 ETF TR
+$5.2M
84,439
+7%
建仓
VTES
VANGUARD WELLINGTON FD
+$5.1M
50,462
增持
ISTB
ISHARES TR
+$5.1M
814,422
+15%
增持
IAGG
ISHARES TR
+$4.8M
520,429
+27%
建仓
PFXF
VANECK ETF TRUST
+$4.5M
254,565
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.5M
1,649,140
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.3M
470,399
+5%
增持
PFF
ISHARES TR
+$4.2M
145,291
+1655%
增持
IEFA
ISHARES TR
+$4.0M
447,787
+9%
增持
IBTH
ISHARES TR
+$4.0M
394,615
+82%
建仓
IGF
ISHARES TR
+$3.8M
62,440
增持
SPIB
SPDR SERIES TRUST
+$3.7M
561,093
+25%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.6M
1,145,849
-2%
增持
GLD
SPDR GOLD TR
+$3.6M
18,164
+99%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.5M
281,549
+13%
增持
IJH
ISHARES TR
+$3.1M
366,904
+12%
增持
VBIL
VANGUARD INSTL INDEX FD
+$3.0M
144,294
+38%
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
648,230
+8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.7M
55,537
+49%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.7M
5,498
+423%
增持
EMB
ISHARES TR
+$2.7M
226,050
+13%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.7M
44,146
+954%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.4M
294,691
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
289,443
+3%
增持
IVV
ISHARES TR
+$2.2M
5,394
+146%
增持
VNQ
VANGUARD INDEX FDS
+$2.2M
38,131
+193%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
434,264
+11%
建仓
IYW
ISHARES TR
+$2.1M
10,656
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.0M
394,423
+7%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$2.0M
377,553
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
204,700
+29%
增持
AMZN
AMAZON COM INC
+$2.0M
45,356
+15%
增持
BND
VANGUARD BD INDEX FDS
+$2.0M
1,653,788
+3%
减持
USMV
ISHARES TR
-$2.0M
118,822
-16%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.0M
1,372,117
+3%
建仓
—
ALPHA TAU MEDICAL LTD
+$1.9M
382,284
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.9M
738,218
-10%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$1.8M
245,897
+2359%
增持
VO
VANGUARD INDEX FDS
+$1.8M
135,255
+4%
增持
VB
VANGUARD INDEX FDS
+$1.8M
140,905
+3%
增持
IWM
ISHARES TR
+$1.7M
18,336
+61%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.7M
127,508
+18%
增持
LLY
ELI LILLY & CO
+$1.7M
3,174
+52%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
153,105
+49%
建仓
TYL
TYLER TECHNOLOGIES INC
+$1.6M
3,420
增持
NVDA
NVIDIA CORPORATION
+$1.5M
103,578
+6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.4M
168,745
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
360,867
+6%
减持
DOCS
DOXIMITY INC
-$1.4M
61,022
-0%
增持
SUB
ISHARES TR
+$1.4M
411,059
+3%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
204,929
+0%
增持
IWB
ISHARES TR
+$1.4M
16,209
+25%
减持
GOOG
ALPHABET INC
+$1.3M
65,480
-14%
增持
—
EXXON MOBIL CORP
+$1.3M
46,456
+20%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.3M
262,335
+13%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.3M
223,174
+11%
增持
IBTI
ISHARES TR
+$1.3M
169,013
+52%
增持
MUB
ISHARES TR
+$1.3M
181,727
+7%
减持
GEM
GOLDMAN SACHS ETF TR
-$1.2M
260,903
-10%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.2M
212,458
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
13,058
+423%
增持
USTB
VICTORY PORTFOLIOS II
+$1.2M
195,167
+14%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.2M
84,491
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.1M
681,896
+4%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.1M
159,273
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
29,240
+5%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.1M
173,402
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.1M
140,338
+19%
建仓
IYH
ISHARES TR
+$1.1M
16,179
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$1.1M
16,675
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.0M
216,036
+13%
增持
ORCL
ORACLE CORP
-$1.0M
11,449
+10%
减持
MDLZ
MONDELEZ INTL INC
-$1.0M
28,282
-31%
增持
VXUS
VANGUARD STAR FDS
+$994.5K
202,986
+5%
建仓
VCEB
VANGUARD WORLD FD
+$950.0K
14,931
增持
RTX
RTX CORPORATION
+$947.3K
11,065
+61%
建仓
SUSA
ISHARES TR
+$918.3K
6,590
增持
DFGR
DIMENSIONAL ETF TRUST
+$888.6K
323,640
+15%
减持
MLM
MARTIN MARIETTA MATLS INC
-$873.8K
5,855
-19%
增持
DFSV
DIMENSIONAL ETF TRUST
+$870.8K
49,868
+102%
增持
AVUV
AMERICAN CENTY ETF TR
+$869.6K
156,177
+1%
减持
IMTM
ISHARES TR
-$816.4K
235,416
-8%
减持
QUAL
ISHARES TR
-$805.6K
79,802
-8%
增持
IYR
ISHARES TR
+$805.5K
11,671
+287%
减持
SHY
ISHARES TR
-$803.7K
39,664
-19%
减持
EFAV
ISHARES TR
-$802.5K
62,238
-15%
增持
VEEV
VEEVA SYS INC
-$793.3K
11,418
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$790.7K
347,881
+3%
减持
QQQ
INVESCO QQQ TR
-$785.0K
35,719
-6%
减持
BCI
ABRDN ETFS
-$782.4K
178,552
-8%
减持
JNK
SPDR SERIES TRUST
-$778.0K
72,665
-10%
增持
CSCO
CISCO SYS INC
+$771.2K
22,537
+61%
增持
DFSB
DIMENSIONAL ETF TRUST
+$768.7K
128,555
+17%
增持
VOE
VANGUARD INDEX FDS
+$753.5K
72,598
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$751.5K
108,892
+14%
增持
MA
MASTERCARD INCORPORATED
+$744.8K
17,371
+4%
增持
VGT
VANGUARD WORLD FD
+$739.0K
2,409
+68%
增持
UNP
UNION PAC CORP
+$715.9K
12,678
+28%
减持
GOOGL
ALPHABET INC
+$699.9K
37,976
-15%
增持
SPEM
SPDR INDEX SHS FDS
+$677.2K
33,110
+79%
增持
DUSB
DIMENSIONAL ETF TRUST
+$677.1K
21,289
+170%
建仓
USHY
ISHARES TR
+$659.8K
17,644
增持
JNJ
JOHNSON & JOHNSON
+$644.5K
31,417
+3%
建仓
ICLN
ISHARES TR
+$642.4K
39,096
增持
SUSB
ISHARES TR
+$612.7K
260,094
+11%
增持
IWF
ISHARES TR
+$611.6K
51,155
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$610.3K
260,847
-8%
增持
V
VISA INC
+$608.1K
17,186
+6%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$605.7K
12,865
增持
SCHX
SCHWAB STRATEGIC TR
+$564.1K
106,932
+21%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$563.8K
462,858
+3%
建仓
GPN
GLOBAL PMTS INC
+$545.4K
7,046
建仓
SCHE
SCHWAB STRATEGIC TR
+$544.4K
16,623
减持
GD
GENERAL DYNAMICS CORP
-$521.0K
26,466
-7%
