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CAPITAL PERFORMANCE ADVISORS LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CAPITAL PERFORMANCE ADVISORS LLP
报告期 2026-03-31 · CIK 0001905663
持仓数
468
前50大市值合计
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 2
增持 67
减持 6
清仓 75
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.8M
68,478
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
26,700
+59%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.1M
563,901
+2%
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
VTI
VANGUARD INDEX FDS
+$1.0M
20,383
+18%
增持
ITOT
ISHARES TR
+$727.2K
8,039
+229%
增持
AVUV
AMERICAN CENTY ETF TR
+$677.8K
66,111
+11%
减持
AMZN
AMAZON COM INC
+$567.4K
19,638
-2%
增持
TSLA
TESLA INC
+$544.9K
2,130
+77%
清仓
—
LAM RESEARCH CORP
-$539.9K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$449.0K
6,217
增持
DFUS
DIMENSIONAL ETF TRUST
+$416.8K
165,033
+2%
增持
AVGO
BROADCOM INC
+$373.1K
3,608
+34%
增持
DFUV
DIMENSIONAL ETF TRUST
-$347.1K
533,846
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$318.4K
50,993
+17%
清仓
JNJ
JOHNSON & JOHNSON
-$317.8K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$311.5K
140,247
-0%
增持
PFE
PFIZER INC
+$307.5K
20,507
+151%
增持
ABNB
AIRBNB INC
+$293.4K
3,171
+226%
增持
BRBR
BELLRING BRANDS INC
+$288.0K
3,878
+5520%
增持
VUG
VANGUARD INDEX FDS
+$266.9K
7,346
+3%
增持
META
META PLATFORMS INC
+$262.6K
5,465
+7%
增持
GOOG
ALPHABET INC
+$241.1K
2,893
+56%
增持
ADBE
ADOBE INC
+$235.4K
761
+282%
建仓
ANET
ARISTA NETWORKS INC
+$231.0K
2,090
增持
MSTR
MICROSTRATEGY INC
+$224.7K
870
+437%
增持
DFAS
DIMENSIONAL ETF TRUST
+$219.6K
147,219
+2%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$219.6K
1,730
+1101%
减持
LLY
ELI LILLY & CO
-$218.4K
589
-23%
增持
FTNT
FORTINET INC
+$217.2K
5,184
+47%
增持
DE
DEERE & CO
+$213.6K
510
+8400%
增持
HOOD
ROBINHOOD MKTS INC
+$212.9K
7,086
+224%
增持
CME
CME GROUP INC
+$211.3K
1,996
+75%
增持
WFC
WELLS FARGO CO NEW
+$205.6K
4,346
+146%
增持
INCY
INCYTE CORP
+$204.8K
3,621
+428%
增持
GOOGL
ALPHABET INC
+$202.7K
3,392
+28%
清仓
CI
THE CIGNA GROUP
-$201.1K
0
-100%
增持
—
SMARTSHEET INC
+$193.6K
6,165
+125%
增持
MCK
MCKESSON CORP
+$193.1K
364
+1155%
增持
MEDP
MEDPACE HLDGS INC
+$191.8K
715
+422%
增持
TPR
TAPESTRY INC
+$190.1K
6,621
+28%
清仓
IWV
ISHARES TR
-$187.2K
0
-100%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$184.3K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$183.7K
0
-100%
清仓
WING
WINGSTOP INC
-$178.9K
0
-100%
清仓
BBY
BEST BUY INC
-$178.7K
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$173.2K
9,714
+113%
增持
ZS
ZSCALER INC
+$171.1K
1,484
+163%
增持
JPM
JPMORGAN CHASE & CO.
+$170.6K
2,997
+15%
清仓
CINF
CINCINNATI FINL CORP
-$169.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$167.4K
3,375
+43%
清仓
MO
ALTRIA GROUP INC
-$165.9K
0
-100%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$164.5K
0
-100%
增持
WMT
WALMART INC
+$161.2K
6,845
+21%
增持
INTC
INTEL CORP
+$161.1K
9,851
+534%
减持
AVEM
AMERICAN CENTY ETF TR
-$156.7K
12,175
-10%
增持
ZM
ZOOM COMMUNICATIONS INC
+$156.4K
4,155
+59%
清仓
ROST
ROSS STORES INC
-$156.2K
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$155.3K
0
-100%
清仓
MAGS
LISTED FD TR
-$152.6K
0
-100%
增持
RBLX
ROBLOX CORP
+$151.3K
4,343
+92%
清仓
DELL
DELL TECHNOLOGIES INC
-$150.9K
0
-100%
清仓
DRLL
EA SERIES TRUST
-$148.2K
0
-100%
增持
BAC
BANK AMERICA CORP
+$147.6K
13,695
+20%
清仓
FNV
FRANCO NEV CORP
-$146.7K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$144.5K
0
-100%
清仓
CCK
CROWN HLDGS INC
-$143.7K
0
-100%
增持
—
CARNIVAL CORP
+$142.8K
11,134
+53%
清仓
C
CITIGROUP INC
-$142.6K
0
-100%
增持
VRSN
VERISIGN INC
+$142.3K
1,445
+75%
清仓
—
ARISTA NETWORKS INC
-$141.4K
0
-100%
清仓
ILMN
ILLUMINA INC
-$140.8K
0
-100%
增持
KMX
CARMAX INC
+$136.8K
2,894
+124%
增持
BSVO
EA SERIES TRUST
+$136.6K
93,731
+9%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$136.5K
0
-100%
增持
NTRA
NATERA INC
+$136.1K
1,655
+67%
清仓
INSP
INSPIRE MED SYS INC
-$135.9K
0
-100%
增持
ALK
ALASKA AIR GROUP INC
+$134.8K
3,118
+110%
增持
PYPL
PAYPAL HLDGS INC
+$133.6K
3,531
+64%
增持
HUBS
HUBSPOT INC
+$132.4K
351
+66%
减持
—
EXXON MOBIL CORP
-$130.5K
2,663
-25%
清仓
FMC
FMC CORP
-$129.9K
0
-100%
清仓
KO
COCA COLA CO
-$129.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$129.0K
0
-100%
清仓
COLD
AMERICOLD REALTY TRUST INC
-$128.0K
0
-100%
清仓
CIEN
CIENA CORP
-$127.9K
0
-100%
清仓
TRU
TRANSUNION
-$127.7K
0
-100%
增持
CRM
SALESFORCE INC
+$127.3K
1,988
+1%
清仓
PSA
PUBLIC STORAGE OPER CO
-$126.6K
0
-100%
增持
V
VISA INC
+$124.3K
2,107
+7%
清仓
EVRG
EVERGY INC
-$123.9K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$123.9K
0
-100%
清仓
PK
PARK HOTELS & RESORTS INC
-$123.7K
0
-100%
清仓
BIL
SPDR SER TR
-$122.7K
0
-100%
增持
—
MEDTRONIC PLC
+$122.3K
4,638
+68%
清仓
RL
RALPH LAUREN CORP
-$121.6K
0
-100%
清仓
HRB
BLOCK H & R INC
-$120.6K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$119.1K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$118.8K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$118.4K
0
-100%
清仓
ACIW
ACI WORLDWIDE INC
-$118.3K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$117.6K
43,198
+9%
清仓
COIN
COINBASE GLOBAL INC
-$116.0K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$115.9K
800,804
-0%
清仓
PKG
PACKAGING CORP AMER
-$115.7K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$115.6K
367
+91%
清仓
TXRH
TEXAS ROADHOUSE INC
-$113.7K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$113.2K
1,165
+303%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$112.7K
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$112.2K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$111.1K
0
-100%
增持
GTLB
GITLAB INC
+$110.9K
3,667
+97%
增持
TEAM
ATLASSIAN CORPORATION
+$108.4K
870
+34%
清仓
GL
GLOBE LIFE INC
-$108.3K
0
-100%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$107.4K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$102.9K
0
-100%
清仓
IGV
ISHARES TR
-$102.3K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$102.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$101.9K
15,609
+4%
清仓
VEEV
VEEVA SYS INC
-$101.5K
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$101.2K
16,377
+41%
清仓
VRT
VERTIV HOLDINGS CO
-$100.9K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$100.1K
0
-100%
增持
APPF
APPFOLIO INC
+$100.0K
1,037
+57%
增持
DIHP
DIMENSIONAL ETF TRUST
+$99.7K
17,290
+42%
清仓
CVS
CVS HEALTH CORP
-$99.3K
0
-100%
清仓
EME
EMCOR GROUP INC
-$99.0K
0
-100%
清仓
—
AXIS CAP HLDGS LTD
-$98.6K
0
-100%
清仓
AVIV
AMERICAN CENTY ETF TR
-$98.2K
0
-100%
清仓
—
AMCOR PLC
-$96.9K
0
-100%
增持
REET
ISHARES TR
-$96.7K
39,697
+1%
清仓
HAS
HASBRO INC
-$96.5K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$96.4K
49
+40%
清仓
—
CNH INDL N V
-$96.1K
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$95.5K
0
-100%
清仓
MTZ
MASTEC INC
-$94.7K
0
-100%
清仓
PINS
PINTEREST INC
-$94.2K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$94.1K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$93.9K
0
-100%
清仓
MSCI
MSCI INC
-$93.9K
0
-100%
增持
PATH
UIPATH INC
+$93.4K
12,429
+146%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$93.2K
6,186
+25%
清仓
GLP
GLOBAL PARTNERS LP
-$93.1K
0
-100%
清仓
UNP
UNION PAC CORP
-$92.8K
0
-100%
清仓
—
PENTAIR PLC
-$92.6K
0
-100%
增持
FLS
FLOWSERVE CORP
+$91.2K
3,506
+64%
清仓
CMI
CUMMINS INC
-$91.0K
0
-100%
清仓
TGT
TARGET CORP
-$90.9K
0
-100%
清仓
SHC
SOTERA HEALTH CO
-$90.8K
0
-100%
增持
HWM
HOWMET AEROSPACE INC
+$90.7K
4,405
+13%
清仓
UNH
UNITEDHEALTH GROUP INC
-$90.6K
0
-100%
