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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 47
增持 34
减持 28
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$9.8M
63,203
+21%
增持
AGG
ISHARES TR
+$5.1M
219,780
+30%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
1,568,588
-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
IEFA
ISHARES TR
+$3.2M
117,990
+34%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
57,029
+0%
减持
MSFT
MICROSOFT CORP
+$2.3M
22,791
-6%
增持
VB
VANGUARD INDEX FDS
+$2.2M
28,592
+39%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.2M
323,256
+37%
建仓
QQQ
INVESCO QQQ TR
+$2.1M
3,857
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
181,909
+8%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
563,749
-0%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$1.8M
0
-100%
减持
AAPL
APPLE INC
-$1.8M
101,596
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
86,965
+46%
增持
RLY
SSGA ACTIVE ETF TR
+$1.4M
228,667
+25%
减持
META
META PLATFORMS INC
+$1.4M
8,532
-0%
增持
AVGO
BROADCOM INC
+$1.3M
9,606
+16%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
776,401
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
154,661
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$912.7K
17,677
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$859.0K
543,210
+1%
增持
VTI
VANGUARD INDEX FDS
+$826.5K
24,355
+2%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$802.2K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$728.8K
0
-100%
增持
PHYL
PGIM ETF TR
+$690.1K
51,951
+57%
减持
VUG
VANGUARD INDEX FDS
+$655.8K
10,088
-1%
增持
NFLX
NETFLIX INC
+$637.1K
1,351
+7%
减持
JNJ
JOHNSON & JOHNSON
-$574.5K
4,772
-39%
增持
GOOGL
ALPHABET INC
+$568.6K
11,891
+20%
增持
JPM
JPMORGAN CHASE & CO.
+$546.4K
9,702
+5%
建仓
PNC
PNC FINL SVCS GROUP INC
+$529.6K
2,841
清仓
SCHI
SCHWAB STRATEGIC TR
-$522.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$503.1K
6,536
+3%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$499.1K
0
-100%
增持
USRT
ISHARES TR
+$468.5K
68,507
+16%
减持
LLY
ELI LILLY & CO
-$465.9K
2,252
-16%
清仓
CNC
CENTENE CORP DEL
-$449.0K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$447.4K
10,626
+32%
减持
DFAX
DIMENSIONAL ETF TRUST
+$430.6K
144,800
-1%
建仓
ILMN
ILLUMINA INC
+$418.5K
4,386
增持
MRK
MERCK & CO INC
+$414.3K
8,440
+199%
清仓
VOO
VANGUARD INDEX FDS
-$410.9K
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$410.7K
766
建仓
A
AGILENT TECHNOLOGIES INC
+$401.0K
3,398
清仓
CVX
CHEVRON CORP NEW
-$394.2K
0
-100%
建仓
HLN
HALEON PLC
+$390.5K
37,653
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$370.8K
5,919
清仓
AEM
AGNICO EAGLE MINES LTD
-$353.2K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$352.0K
40,115
+36%
减持
RBLX
ROBLOX CORP
+$343.2K
7,353
-0%
建仓
RHI
ROBERT HALF INC.
+$339.6K
8,274
减持
XLK
SELECT SECTOR SPDR TR
+$337.9K
7,280
-0%
建仓
ULTA
ULTA BEAUTY INC
+$337.8K
722
减持
TSLA
TESLA INC
+$333.3K
6,150
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$331.0K
23,678
+52%
建仓
TOL
TOLL BROTHERS INC
+$329.4K
2,886
清仓
PGR
PROGRESSIVE CORP
-$325.2K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$320.6K
2,497
减持
AVDV
AMERICAN CENTY ETF TR
+$315.7K
36,767
-1%
建仓
CHT
CHUNGHWA TELECOM CO LTD
+$305.7K
6,558
建仓
SPGI
S&P GLOBAL INC
+$297.5K
564
清仓
COP
CONOCOPHILLIPS
-$292.6K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
+$290.1K
5,815
-5%
建仓
TFPM
TRIPLE FLAG PRECIOUS METAL
+$289.4K
12,214
建仓
LYFT
LYFT INC
+$288.1K
18,283
减持
IVW
ISHARES TR
+$287.5K
22,534
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$286.6K
6,193
-6%
清仓
FNDX
SCHWAB STRATEGIC TR
-$285.6K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$282.6K
1,508
清仓
MSTR
MICROSTRATEGY INC
-$282.5K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$280.9K
1,240
清仓
DE
DEERE & CO
-$280.5K
0
-100%
清仓
MKL
MARKEL GROUP INC
-$278.6K
0
-100%
增持
DASH
DOORDASH INC
+$275.6K
2,647
+28%
增持
GE
GE AEROSPACE
+$268.8K
4,360
+2%
减持
ORCL
ORACLE CORP
+$268.0K
3,660
-4%
增持
GOOG
ALPHABET INC
+$267.2K
7,181
+11%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$264.8K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$264.5K
6,102
清仓
—
GARMIN LTD
-$264.5K
0
-100%
建仓
ZTS
ZOETIS INC
+$261.6K
1,678
建仓
EXR
EXTRA SPACE STORAGE INC
+$260.9K
1,769
清仓
CFG
CITIZENS FINL GROUP INC
-$258.3K
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
+$257.2K
69,034
-0%
建仓
VMC
VULCAN MATLS CO
+$256.9K
985
建仓
KMX
CARMAX INC
+$256.8K
3,821
清仓
AMD
ADVANCED MICRO DEVICES INC
-$255.9K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$254.0K
1,194
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$253.9K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$252.4K
0
-100%
清仓
HUBS
HUBSPOT INC
-$247.1K
0
-100%
减持
RTX
RTX CORPORATION
-$246.7K
1,638
-55%
增持
COST
COSTCO WHSL CORP NEW
+$246.7K
3,206
+4%
清仓
ELV
ELEVANCE HEALTH INC
-$246.5K
0
-100%
建仓
ARW
ARROW ELECTRS INC
+$245.0K
1,923
建仓
DELL
DELL TECHNOLOGIES INC
+$244.2K
1,992
增持
GEV
GE VERNOVA INC
+$243.3K
971
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$242.2K
1,102
-2%
清仓
DHR
DANAHER CORPORATION
-$241.4K
0
-100%
建仓
NWSA
NEWS CORP NEW
+$240.0K
8,076
建仓
—
FERROVIAL SE
+$239.6K
4,472
建仓
DUOL
DUOLINGO INC
+$237.8K
580
清仓
ETSY
ETSY INC
-$237.7K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$237.2K
3,707
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$236.7K
0
-100%
增持
VEEV
VEEVA SYS INC
+$236.4K
1,545
+72%
建仓
COIN
COINBASE GLOBAL INC
+$236.4K
675
建仓
FDX
FEDEX CORP
+$235.0K
1,034
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$234.8K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$233.0K
3,136
清仓
BSX
BOSTON SCIENTIFIC CORP
-$231.1K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$231.0K
301
清仓
ITW
ILLINOIS TOOL WKS INC
-$230.2K
0
-100%
建仓
ARKF
ARK ETF TR
+$230.2K
4,582
增持
SOFI
SOFI TECHNOLOGIES INC
+$230.1K
34,383
+1%
增持
WMT
WALMART INC
+$230.1K
12,654
+10%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$229.7K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$229.6K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$229.1K
5,342
清仓
CMI
CUMMINS INC
-$229.0K
0
-100%
减持
TMUS
T-MOBILE US INC
-$226.3K
1,087
-40%
建仓
—
TOTALENERGIES SE
+$226.2K
3,685
减持
HWM
HOWMET AEROSPACE INC
+$226.2K
4,487
-4%
增持
PM
PHILIP MORRIS INTL INC
+$225.2K
5,647
+12%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$224.7K
0
-100%
建仓
DDOG
DATADOG INC
+$224.5K
1,671
清仓
LMT
LOCKHEED MARTIN CORP
-$224.3K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$222.3K
0
-100%
增持
BSVO
EA SERIES TRUST
+$221.3K
103,069
+7%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$221.3K
434
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$220.9K
938
清仓
SHEL
SHELL PLC
-$220.5K
0
-100%
建仓
MS
MORGAN STANLEY
+$220.0K
1,562
清仓
—
INTRA-CELLULAR THERAPIES INC
-$219.5K
0
-100%
清仓
TER
TERADYNE INC
-$219.4K
0
-100%
建仓
HAL
HALLIBURTON CO
+$218.8K
10,735
清仓
—
ALLEGION PLC
-$217.1K
0
-100%
增持
NOW
SERVICENOW INC
+$217.0K
551
+26%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$216.5K
922
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$215.8K
3,140
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$215.8K
2,328
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$215.3K
1,173
建仓
NEM
NEWMONT CORP
+$215.0K
3,690
减持
BSV
VANGUARD BD INDEX FDS
-$214.9K
19,988
-12%
减持
QCOM
QUALCOMM INC
-$214.3K
1,826
-44%
清仓
PINS
PINTEREST INC
-$213.8K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$213.2K
4,613
-34%
建仓
—
ACCENTURE PLC IRELAND
+$212.5K
711
减持
CMCSA
COMCAST CORP NEW
-$211.6K
6,815
-45%
清仓
HON
HONEYWELL INTL INC
-$211.5K
0
-100%
