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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 34
增持 106
减持 10
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$111.0M
15,724,523
+13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$100.7M
2,153,540
+1878%
增持
DFUS
DIMENSIONAL ETF TRUST
+$78.0M
2,180,551
+78%
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
DFCF
DIMENSIONAL ETF TRUST
+$77.4M
4,408,477
+69%
增持
DUHP
DIMENSIONAL ETF TRUST
+$54.5M
3,891,947
+50%
增持
DFIV
DIMENSIONAL ETF TRUST
+$48.1M
1,895,167
+65%
增持
DFAT
DIMENSIONAL ETF TRUST
+$43.1M
2,132,827
+29%
增持
DFAI
DIMENSIONAL ETF TRUST
+$38.7M
1,113,561
+444%
增持
DFSD
DIMENSIONAL ETF TRUST
+$36.7M
5,246,327
+16%
增持
DFNM
DIMENSIONAL ETF TRUST
+$31.0M
1,320,176
+94%
增持
DIHP
DIMENSIONAL ETF TRUST
+$28.1M
1,999,534
+56%
增持
VTI
VANGUARD INDEX FDS
+$25.0M
730,033
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$24.8M
4,552,460
+6%
增持
VBIL
VANGUARD INSTL INDEX FD
+$23.5M
454,601
+215%
增持
DFAX
DIMENSIONAL ETF TRUST
+$23.1M
1,612,850
+45%
增持
ESGV
VANGUARD WORLD FD
+$22.0M
413,715
+69%
增持
DFAS
DIMENSIONAL ETF TRUST
+$21.9M
351,534
+377%
增持
AVEM
AMERICAN CENTY ETF TR
+$20.5M
960,152
+12%
增持
DFUV
DIMENSIONAL ETF TRUST
+$20.4M
1,074,939
+46%
增持
AAPL
APPLE INC
+$19.9M
329,565
+30%
建仓
BIL
SPDR SERIES TRUST
+$18.7M
204,519
增持
DFEM
DIMENSIONAL ETF TRUST
+$18.6M
1,657,178
+21%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$18.2M
330,603
+16%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$18.2M
646,732
+147%
增持
DFAE
DIMENSIONAL ETF TRUST
+$18.1M
610,144
+299%
增持
VUG
VANGUARD INDEX FDS
+$16.9M
74,750
+82%
增持
—
EXXON MOBIL CORP
+$15.1M
141,022
+204%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.7M
1,959,368
+4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$14.2M
428,670
+760%
建仓
USXF
ISHARES TR
+$14.2M
229,221
增持
IUSB
ISHARES TR
+$13.8M
1,122,430
+36%
增持
VOO
VANGUARD INDEX FDS
+$13.2M
81,788
+28%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$13.1M
411,563
+193%
增持
AVDE
AMERICAN CENTY ETF TR
+$12.8M
757,248
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.8M
1,740,478
+0%
增持
VSGX
VANGUARD WORLD FD
+$12.8M
304,114
+94%
增持
SPAB
SPDR SERIES TRUST
+$12.1M
1,807,132
+35%
增持
DISV
DIMENSIONAL ETF TRUST
+$11.4M
277,762
+5026%
建仓
SPTS
SPDR SERIES TRUST
+$11.3M
387,348
增持
DFGX
DIMENSIONAL ETF TRUST
+$11.3M
2,130,939
+10%
增持
BND
VANGUARD BD INDEX FDS
+$10.5M
1,796,418
+9%
建仓
PBFR
PGIM ROCK ETF TR
+$10.4M
346,136
增持
VONG
VANGUARD SCOTTSDALE FDS
+$10.3M
355,648
+30%
增持
IAGG
ISHARES TR
+$10.0M
717,308
+38%
增持
DFLV
DIMENSIONAL ETF TRUST
+$9.6M
1,464,732
+11%
增持
IJH
ISHARES TR
+$9.4M
461,190
+26%
增持
GOOG
ALPHABET INC
+$9.1M
87,462
+34%
增持
NVDA
NVIDIA CORPORATION
+$9.0M
140,544
+36%
增持
SPHY
SPDR SERIES TRUST
+$8.8M
1,556,326
+32%
增持
AMZN
AMAZON COM INC
+$8.7M
76,555
+69%
增持
AVDV
AMERICAN CENTY ETF TR
+$8.6M
489,839
+4%
增持
CMF
ISHARES TR
+$8.6M
212,510
+239%
增持
VTV
VANGUARD INDEX FDS
+$7.6M
228,625
+12%
增持
IEFA
ISHARES TR
+$7.4M
487,168
+9%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$7.3M
184,339
建仓
VIGI
VANGUARD WHITEHALL FDS
+$7.0M
74,397
建仓
QLTY
GMO ETF TRUST
+$6.8M
171,105
建仓
TBIL
RBB FD INC
+$6.7M
134,164
增持
AVLV
AMERICAN CENTY ETF TR
+$6.4M
325,246
+16%
增持
ISTB
ISHARES TR
+$6.4M
948,515
+16%
增持
DFAR
DIMENSIONAL ETF TRUST
+$6.3M
388,192
+140%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.3M
178,320
+227%
建仓
DMXF
ISHARES TR
+$6.2M
75,723
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$6.1M
17,786
增持
SPIB
SPDR SERIES TRUST
+$6.1M
742,076
+32%
增持
EMB
ISHARES TR
+$5.9M
285,866
+26%
增持
GOOGL
ALPHABET INC
+$5.9M
51,958
+37%
建仓
STLD
STEEL DYNAMICS INC
+$5.8M
28,792
增持
WMT
WALMART INC
+$5.7M
62,621
+210%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.6M
68,951
建仓
ACWV
ISHARES INC
+$5.6M
45,508
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.3M
42,139
+44%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$5.3M
144,506
增持
VV
VANGUARD INDEX FDS
+$5.2M
31,808
+94%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.2M
974,951
-10%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$5.2M
99,726
增持
DFSU
DIMENSIONAL ETF TRUST
+$5.0M
395,443
+34%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$4.7M
87,650
+4%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.6M
78,395
增持
JPM
JPMORGAN CHASE & CO
+$4.6M
37,770
+70%
增持
DFSI
DIMENSIONAL ETF TRUST
+$4.2M
289,911
+36%
增持
QQQ
INVESCO QQQ TR
+$4.2M
40,291
+13%
减持
MGC
VANGUARD WORLD FD
-$4.2M
217,337
-10%
增持
SPDW
SPDR INDEX SHS FDS
+$4.2M
665,721
+3%
增持
VB
VANGUARD INDEX FDS
+$4.1M
142,227
+1%
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$4.0M
151,956
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.7M
94,182
+342%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
43,153
+37%
增持
IWF
ISHARES TR
+$3.3M
57,788
+13%
建仓
XLV
SELECT SECTOR SPDR TR
+$3.3M
22,001
建仓
CALI
BLACKROCK ETF TRUST II
+$3.1M
60,738
增持
VO
VANGUARD INDEX FDS
+$3.0M
137,563
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.9M
5,636
+280%
增持
CAT
CATERPILLAR INC
+$2.9M
6,367
+67%
增持
MRK
MERCK & CO INC
+$2.9M
37,137
+153%
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$2.8M
115,606
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.8M
271,647
+22%
增持
NEE
NEXTERA ENERGY INC
+$2.7M
38,156
+286%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.7M
167,852
-1%
增持
DHS
WISDOMTREE TR
+$2.7M
26,209
+1093%
减持
IVW
ISHARES TR
-$2.5M
81,311
-23%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
5,674
+181%
建仓
TLTW
ISHARES TR
+$2.3M
103,032
增持
IVV
ISHARES TR
+$2.3M
8,389
+56%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.3M
45,288
增持
VTEB
VANGUARD MUN BD FDS
+$2.3M
477,945
+10%
建仓
SRLN
SSGA ACTIVE ETF TR
+$2.2M
54,802
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.2M
382,573
+10%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$2.2M
11,064
+155%
增持
HD
HOME DEPOT INC
+$2.1M
12,699
+91%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
10,877
+117%
增持
PM
PHILIP MORRIS INTL INC
+$2.1M
42,037
+49%
增持
EWX
SPDR INDEX SHS FDS
+$2.1M
137,577
+12%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
64,028
+6%
增持
DFAW
DIMENSIONAL ETF TRUST
+$2.0M
143,283
+12%
减持
IWV
ISHARES TR
-$2.0M
20,496
-23%
建仓
RYLD
GLOBAL X FDS
+$2.0M
127,206
增持
IJR
ISHARES TR
+$1.9M
86,588
+6%
建仓
TDVG
T ROWE PRICE ETF INC
+$1.9M
40,127
增持
ABBV
ABBVIE INC
+$1.9M
20,298
+98%
增持
BSVO
EA SERIES TRUST
+$1.9M
75,972
+730%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$1.8M
50,068
建仓
XLU
SELECT SECTOR SPDR TR
+$1.8M
39,159
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.7M
227,411
+21%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.7M
4,472
+39%
增持
MSFT
MICROSOFT CORP
+$1.7M
121,363
+18%
增持
IJS
ISHARES TR
+$1.7M
20,159
+157%
增持
ITOT
ISHARES TR
+$1.7M
52,132
+20%
增持
DFSB
DIMENSIONAL ETF TRUST
+$1.7M
159,046
+24%
增持
ESML
ISHARES TR
+$1.6M
107,468
+28%
增持
TFC
TRUIST FINL CORP
+$1.6M
42,798
+286%
增持
BAC
BANK AMERICA CORP
+$1.6M
48,256
+164%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
375,495
-5%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$1.6M
430,656
-7%
增持
EMXC
ISHARES INC
+$1.6M
34,931
+61%
减持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
148,555
-5%
增持
XYLD
GLOBAL X FDS
+$1.5M
51,348
+286%
增持
VTES
VANGUARD WELLINGTON FD
+$1.5M
65,504
+30%
建仓
QYLD
GLOBAL X FDS
+$1.5M
83,802
建仓
—
BANK AMERICA CORP
+$1.5M
1,205
建仓
—
WELLS FARGO & CO
+$1.5M
1,231
增持
TSLA
TESLA INC
+$1.5M
9,392
+85%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$1.5M
40,223
增持
CVX
CHEVRON CORPORATION
+$1.5M
22,294
+29%
增持
MUB
ISHARES TR
+$1.5M
194,908
+7%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.5M
70,664
建仓
HYXF
ISHARES TR
+$1.4M
30,462
减持
AVUS
AMERICAN CENTY ETF TR
+$1.4M
172,697
-0%
建仓
ET
ENERGY TRANSFER L P
+$1.4M
74,839
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.4M
345,199
-4%
