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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 89
增持 49
减持 1
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$16.7M
52,389
+143%
建仓
AGG
ISHARES TR
+$16.7M
168,628
建仓
VTEB
VANGUARD MUN BD FDS
+$10.6M
214,413
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。
建仓
IEFA
ISHARES TR
+$6.7M
88,361
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.9M
236,711
增持
AAPL
APPLE INC
+$5.5M
101,786
+49%
建仓
RLY
SSGA ACTIVE ETF TR
+$5.2M
183,560
增持
VB
VANGUARD INDEX FDS
+$4.3M
20,519
+2193%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
17,837
+48%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.7M
793,086
-1%
建仓
USRT
ISHARES TR
+$3.4M
59,137
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
6,319
+444%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$2.7M
59,726
增持
NVDA
NVIDIA CORPORATION
+$2.6M
56,940
+113%
增持
MSFT
MICROSOFT CORP
+$2.5M
24,129
+55%
增持
DFAC
DIMENSIONAL ETF TRUST
-$2.3M
1,594,069
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
565,892
+0%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$1.8M
3,845
增持
LLY
ELI LILLY & CO
+$1.8M
2,689
+357%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
3,094
+138%
增持
META
META PLATFORMS INC
+$1.7M
8,540
+56%
增持
JPM
JPMORGAN CHASE & CO.
+$1.5M
9,239
+208%
增持
AMZN
AMAZON COM INC
+$1.5M
30,638
+56%
建仓
JNJ
JOHNSON & JOHNSON
+$1.3M
7,859
建仓
PHYL
PGIM ETF TR
+$1.2M
33,131
清仓
QQQ
INVESCO QQQ TR
-$991.1K
0
-100%
增持
V
VISA INC
+$935.9K
4,570
+117%
增持
GOOGL
ALPHABET INC
+$884.9K
9,875
+191%
增持
NFLX
NETFLIX INC
+$821.0K
1,257
+219%
建仓
PM
PHILIP MORRIS INTL INC
+$803.3K
5,061
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$802.2K
2,422
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
DFAS
DIMENSIONAL ETF TRUST
-$770.0K
147,465
+0%
增持
TSLA
TESLA INC
+$760.0K
6,252
+194%
增持
VUG
VANGUARD INDEX FDS
+$751.6K
10,158
+38%
建仓
SCHR
SCHWAB STRATEGIC TR
+$728.8K
29,317
增持
HD
HOME DEPOT INC
+$692.3K
2,869
+211%
增持
VTI
VANGUARD INDEX FDS
+$668.6K
23,925
+17%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$619.1K
24,702
增持
CRM
SALESFORCE INC
+$616.4K
4,774
+140%
增持
—
EXXON MOBIL CORP
+$605.2K
7,498
+182%
增持
AVDE
AMERICAN CENTY ETF TR
+$601.3K
20,007
+69%
建仓
UNH
UNITEDHEALTH GROUP INC
+$586.0K
1,119
建仓
GILD
GILEAD SCIENCES INC
+$581.3K
5,187
建仓
GM
GENERAL MTRS CO
+$553.8K
11,776
增持
AVGO
BROADCOM INC
+$550.6K
8,285
+130%
建仓
SCHI
SCHWAB STRATEGIC TR
+$522.9K
23,280
建仓
KO
COCA COLA CO
+$507.3K
7,083
建仓
QCOM
QUALCOMM INC
+$505.2K
3,288
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$499.1K
10,778
建仓
RTX
RTX CORPORATION
+$485.9K
3,668
建仓
TMUS
T-MOBILE US INC
+$485.2K
1,819
建仓
SDY
SPDR SER TR
+$471.0K
3,472
清仓
RHI
ROBERT HALF INC.
-$467.1K
0
-100%
增持
GOOG
ALPHABET INC
+$455.7K
6,443
+123%
建仓
GS
GOLDMAN SACHS GROUP INC
+$454.8K
833
建仓
SNOW
SNOWFLAKE INC
+$442.6K
3,028
增持
MCD
MCDONALDS CORP
+$442.4K
2,209
+158%
增持
GE
GE AEROSPACE
+$429.6K
4,263
+68%
建仓
MSCI
MSCI INC
+$428.6K
758
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$426.9K
10,402
增持
MA
MASTERCARD INCORPORATED
+$411.7K
1,375
+112%
建仓
VOO
VANGUARD INDEX FDS
+$410.9K
799
建仓
C
CITIGROUP INC
+$405.0K
5,705
建仓
CSCO
CISCO SYS INC
+$396.9K
6,432
建仓
UBER
UBER TECHNOLOGIES INC
+$396.0K
5,435
建仓
SOFI
SOFI TECHNOLOGIES INC
+$396.0K
34,047
建仓
CVX
CHEVRON CORP NEW
+$394.2K
2,356
增持
WMT
WALMART INC
+$388.9K
11,474
+68%
增持
DIS
DISNEY WALT CO
+$387.6K
6,033
+223%
增持
ABBV
ABBVIE INC
+$387.6K
2,986
+123%
建仓
AXP
AMERICAN EXPRESS CO
+$384.8K
1,431
建仓
AIG
AMERICAN INTL GROUP INC
+$380.7K
4,380
建仓
DASH
DOORDASH INC
+$376.8K
2,062
建仓
—
TRANE TECHNOLOGIES PLC
+$361.8K
1,074
增持
AVUV
AMERICAN CENTY ETF TR
-$349.9K
69,196
+5%
建仓
NOW
SERVICENOW INC
+$349.6K
439
建仓
TRV
TRAVELERS COMPANIES INC
+$348.6K
1,318
清仓
—
SMARTSHEET INC
-$345.4K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$335.6K
145,885
+4%
建仓
PEP
PEPSICO INC
+$329.2K
2,196
建仓
HSBC
HSBC HLDGS PLC
+$325.8K
5,673
增持
PG
PROCTER AND GAMBLE CO
+$322.1K
3,629
+105%
建仓
—
CHUBB LIMITED
+$322.0K
1,066
增持
ABT
ABBOTT LABS
+$309.7K
4,157
+95%
建仓
CVS
CVS HEALTH CORP
+$304.3K
4,491
建仓
APH
AMPHENOL CORP NEW
+$303.0K
4,620
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$302.3K
6,607
+96%
清仓
PYPL
PAYPAL HLDGS INC
-$301.4K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$300.9K
4,027
增持
T
AT&T INC
+$298.8K
21,554
+58%
建仓
GLD
SPDR GOLD TR
+$296.2K
1,028
建仓
COP
CONOCOPHILLIPS
+$292.6K
2,786
清仓
BRBR
BELLRING BRANDS INC
-$292.2K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
-$286.7K
169,217
+3%
建仓
FNDX
SCHWAB STRATEGIC TR
+$285.6K
12,097
建仓
—
JOHNSON CTLS INTL PLC
+$285.0K
3,557
建仓
LOW
LOWES COS INC
+$283.1K
1,214
增持
BKNG
BOOKING HOLDINGS INC
+$281.6K
114
+133%
建仓
MKL
MARKEL GROUP INC
+$278.6K
149
建仓
MOH
MOLINA HEALTHCARE INC
+$276.4K
839
增持
BSV
VANGUARD BD INDEX FDS
+$276.1K
22,840
+17%
建仓
GEV
GE VERNOVA INC
+$270.5K
886
建仓
RL
RALPH LAUREN CORP
+$268.4K
1,216
建仓
IAU
ISHARES GOLD TR
+$265.3K
4,500
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$264.8K
532
建仓
—
GARMIN LTD
+$264.5K
1,218
增持
DFUV
DIMENSIONAL ETF TRUST
+$263.0K
536,471
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$262.7K
542
建仓
INTU
INTUIT
+$260.1K
423
增持
AVDV
AMERICAN CENTY ETF TR
+$260.0K
37,270
+4%
增持
WFC
WELLS FARGO CO NEW
+$259.0K
7,861
+81%
建仓
CINF
CINCINNATI FINL CORP
+$256.3K
1,735
建仓
NEE
NEXTERA ENERGY INC
+$256.2K
3,614
清仓
APPF
APPFOLIO INC
-$255.8K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$253.9K
4,995
建仓
MRK
MERCK & CO INC
+$253.8K
2,827
增持
AVUS
AMERICAN CENTY ETF TR
+$253.4K
24,173
+18%
建仓
UPS
UNITED PARCEL SERVICE INC
+$252.4K
2,295
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$251.4K
0
-100%
建仓
VFH
VANGUARD WORLD FD
+$249.4K
2,088
建仓
EIX
EDISON INTL
+$247.5K
4,200
建仓
ELV
ELEVANCE HEALTH INC
+$246.5K
567
建仓
DHR
DANAHER CORPORATION
+$241.4K
1,178
建仓
ADSK
AUTODESK INC
+$241.4K
922
建仓
—
AXIS CAP HLDGS LTD
+$241.3K
2,407
建仓
ETSY
ETSY INC
+$237.7K
5,038
清仓
MEDP
MEDPACE HLDGS INC
-$237.5K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$236.7K
775
清仓
KMX
CARMAX INC
-$236.6K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$236.6K
53,685
+31%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$236.1K
0
-100%
增持
VRSN
VERISIGN INC
+$235.8K
2,107
+46%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$234.8K
2,811
建仓
CNXC
CONCENTRIX CORP
+$234.7K
4,219
增持
CNC
CENTENE CORP DEL
+$233.9K
7,397
+108%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$231.1K
2,291
建仓
VZ
VERIZON COMMUNICATIONS INC
+$230.6K
5,084
建仓
ITW
ILLINOIS TOOL WKS INC
+$230.2K
929
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$229.7K
4,574
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$229.6K
923
建仓
CMI
CUMMINS INC
+$229.0K
731
清仓
SAM
BOSTON BEER INC
-$225.9K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$224.7K
3,650
建仓
LMT
LOCKHEED MARTIN CORP
+$224.3K
502
建仓
SLB
SCHLUMBERGER LTD
+$222.3K
5,319
建仓
IDEV
ISHARES TR
+$221.8K
3,219
建仓
SHEL
SHELL PLC
+$220.5K
3,009
建仓
—
INTRA-CELLULAR THERAPIES INC
+$219.5K
1,664
建仓
TER
TERADYNE INC
+$219.4K
2,657
