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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 69
增持 59
减持 7
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$11.0M
75,027
+19%
增持
AGG
ISHARES TR
+$6.3M
280,541
+28%
增持
AAPL
APPLE INC
+$5.6M
103,917
+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
+$3.3M
151,048
+28%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
63,952
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
265,324
+22%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.5M
419,964
+30%
增持
VB
VANGUARD INDEX FDS
+$2.0M
34,617
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
111,040
+28%
增持
RLY
SSGA ACTIVE ETF TR
+$1.6M
268,460
+17%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
1,499,464
-4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
747,201
-4%
增持
MSFT
MICROSOFT CORP
+$1.4M
24,641
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
184,752
+2%
增持
GOOGL
ALPHABET INC
+$1.1M
12,978
+9%
增持
TSLA
TESLA INC
+$1.0M
6,727
+9%
增持
USRT
ISHARES TR
+$951.4K
82,189
+20%
减持
DFIV
DIMENSIONAL ETF TRUST
+$942.4K
543,967
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$898.2K
18,867
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$876.6K
533,531
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$867.3K
59,142
+32%
增持
AVUV
AMERICAN CENTY ETF TR
+$834.6K
71,573
+4%
建仓
SPSK
TIDAL TRUST I
+$792.2K
42,867
增持
AVGO
BROADCOM INC
+$742.3K
10,276
+7%
增持
GOOG
ALPHABET INC
+$702.9K
8,116
+13%
增持
BX
BLACKSTONE INC
+$654.4K
6,565
+110%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$626.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$609.7K
7,970
+29%
减持
COST
COSTCO WHSL CORP NEW
-$581.8K
2,799
-13%
建仓
VOO
VANGUARD INDEX FDS
+$517.5K
845
建仓
CVX
CHEVRON CORP NEW
+$513.3K
3,306
建仓
MU
MICRON TECHNOLOGY INC
+$503.3K
3,008
增持
PHYL
PGIM ETF TR
+$496.8K
65,470
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$490.2K
6,797
+4%
增持
WMT
WALMART INC
+$483.5K
16,698
+32%
增持
PEP
PEPSICO INC
+$454.4K
6,962
+76%
增持
INTC
INTEL CORP
+$451.5K
23,911
+53%
增持
VUG
VANGUARD INDEX FDS
+$441.2K
10,141
+1%
增持
LRCX
LAM RESEARCH CORP
+$437.9K
10,995
+3%
建仓
TJX
TJX COS INC NEW
+$434.5K
3,006
增持
AVDV
AMERICAN CENTY ETF TR
+$424.9K
37,513
+2%
增持
PCG
PG&E CORP
+$423.2K
39,456
+220%
增持
JPM
JPMORGAN CHASE & CO.
+$417.4K
10,240
+6%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$395.5K
2,445
清仓
HLN
HALEON PLC
-$390.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$387.8K
21,374
-12%
增持
ORCL
ORACLE CORP
+$381.5K
4,202
+15%
建仓
CNC
CENTENE CORP DEL
+$380.7K
10,669
建仓
GD
GENERAL DYNAMICS CORP
+$379.5K
1,113
建仓
GLW
CORNING INC
+$377.1K
4,597
增持
IVW
ISHARES TR
+$371.5K
23,629
+5%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$370.2K
1,837
增持
ANET
ARISTA NETWORKS INC
+$368.4K
4,397
+65%
建仓
CHWY
CHEWY INC
+$367.9K
9,096
建仓
REGN
REGENERON PHARMACEUTICALS
+$354.8K
631
建仓
ADI
ANALOG DEVICES INC
+$353.9K
1,440
建仓
CIEN
CIENA CORP
+$346.7K
2,380
减持
FTNT
FORTINET INC
-$346.4K
2,964
-47%
增持
NEM
NEWMONT CORP
+$345.9K
6,652
+80%
增持
INTU
INTUIT
+$344.1K
952
+145%
增持
DFAI
DIMENSIONAL ETF TRUST
+$342.4K
31,939
+35%
增持
LLY
ELI LILLY & CO
+$340.1K
2,746
+22%
建仓
CAT
CATERPILLAR INC
+$336.0K
704
建仓
MEDP
MEDPACE HLDGS INC
+$333.2K
648
增持
C
CITIGROUP INC
+$331.0K
6,035
+82%
建仓
PSX
PHILLIPS 66
+$324.0K
2,382
建仓
DHR
DANAHER CORPORATION
+$322.5K
1,627
建仓
SCHW
SCHWAB CHARLES CORP
+$322.1K
3,374
建仓
BBY
BEST BUY INC
+$317.9K
4,204
增持
RBLX
ROBLOX CORP
+$315.1K
7,859
+7%
建仓
PGR
PROGRESSIVE CORP
+$314.9K
1,275
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$312.8K
1,109
建仓
PSA
PUBLIC STORAGE OPER CO
+$312.3K
1,081
建仓
B
BARRICK MNG CORP
+$310.9K
9,488
增持
BSVO
EA SERIES TRUST
+$309.6K
106,403
+3%
增持
GE
GE AEROSPACE
+$308.8K
4,756
+9%
增持
APH
AMPHENOL CORP NEW
+$308.7K
5,072
+57%
建仓
FISV
FISERV INC
+$301.4K
2,337
建仓
GOVT
ISHARES TR
+$299.3K
12,947
建仓
—
LINDE PLC
+$297.7K
627
增持
PG
PROCTER AND GAMBLE CO
+$295.6K
6,309
+49%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$293.2K
0
-100%
建仓
CMI
CUMMINS INC
+$291.9K
691
建仓
TFX
TELEFLEX INCORPORATED
+$289.1K
2,363
增持
HOOD
ROBINHOOD MKTS INC
+$289.1K
5,822
+0%
建仓
DG
DOLLAR GEN CORP NEW
+$288.6K
2,793
建仓
KLAC
KLA CORP
+$285.9K
265
增持
ABBV
ABBVIE INC
+$285.1K
3,741
+19%
清仓
TXRH
TEXAS ROADHOUSE INC
-$282.6K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$280.8K
2,093
增持
FDX
FEDEX CORP
+$278.8K
2,179
+111%
建仓
MTCH
MATCH GROUP INC NEW
+$278.5K
7,885
建仓
—
EVEREST GROUP LTD
+$277.4K
792
建仓
BNY
BANK NEW YORK MELLON CORP
+$276.8K
2,540
增持
WDC
WESTERN DIGITAL CORP
+$275.1K
4,267
+15%
建仓
—
ANGLOGOLD ASHANTI PLC
+$273.5K
3,888
建仓
UAL
UNITED AIRLS HLDGS INC
+$271.1K
2,809
增持
—
ACCENTURE PLC IRELAND
+$270.8K
1,960
+176%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$268.1K
588
建仓
KMI
KINDER MORGAN INC DEL
+$266.8K
9,424
建仓
—
GARMIN LTD
+$264.7K
1,075
增持
FIX
COMFORT SYS USA INC
+$263.4K
817
+7%
增持
ABNB
AIRBNB INC
+$263.3K
4,080
+133%
建仓
ROKU
ROKU INC
+$262.4K
2,621
清仓
EXR
EXTRA SPACE STORAGE INC
-$260.9K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$258.4K
0
-100%
清仓
KMX
CARMAX INC
-$256.8K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$256.7K
36,824
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$255.9K
21,381
+0%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$252.5K
860
建仓
IQV
IQVIA HLDGS INC
+$250.9K
1,321
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$250.8K
3,010
建仓
DAL
DELTA AIR LINES INC DEL
+$250.0K
4,406
建仓
—
ALLEGION PLC
+$247.8K
1,397
建仓
BSX
BOSTON SCIENTIFIC CORP
+$245.7K
2,516
清仓
CMCSA
COMCAST CORP NEW
-$243.3K
0
-100%
建仓
CCK
CROWN HLDGS INC
+$242.5K
2,511
建仓
EVR
EVERCORE INC
+$239.0K
709
清仓
CNXC
CONCENTRIX CORP
-$237.2K
0
-100%
建仓
GGG
GRACO INC
+$236.4K
2,782
建仓
UPS
UNITED PARCEL SERVICE INC
+$236.0K
2,825
建仓
WAB
WABTEC
+$233.7K
1,166
建仓
LECO
LINCOLN ELEC HLDGS INC
+$232.1K
984
建仓
PINS
PINTEREST INC
+$230.9K
7,176
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$230.3K
1,831
+48%
建仓
—
TECHNIPFMC PLC
+$229.7K
5,823
建仓
THC
TENET HEALTHCARE CORP
+$229.2K
1,129
建仓
ED
CONSOLIDATED EDISON INC
+$228.2K
2,271
建仓
MHK
MOHAWK INDS INC
+$227.4K
1,764
清仓
TEAM
ATLASSIAN CORPORATION
-$226.4K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$225.7K
0
-100%
建仓
SHEL
SHELL PLC
+$224.2K
3,134
增持
DFAU
DIMENSIONAL ETF TRUST
+$223.8K
53,298
+2%
增持
—
CHUBB LIMITED
+$221.8K
2,000
+69%
建仓
BWA
BORGWARNER INC
+$221.1K
5,029
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$219.9K
5,470
+58%
清仓
HAL
HALLIBURTON CO
-$218.8K
0
-100%
增持
TRMB
TRIMBLE INC
+$218.6K
5,876
+71%
建仓
MAS
MASCO CORP
+$217.8K
3,094
建仓
BA
BOEING CO
+$217.5K
1,008
建仓
SCHV
SCHWAB STRATEGIC TR
+$217.2K
7,460
建仓
AZO
AUTOZONE INC
+$217.0K
51
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$216.5K
0
-100%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$215.8K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$215.3K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$214.7K
352
建仓
APP
APPLOVIN CORP
+$214.1K
298
建仓
EVRG
EVERGY INC
+$212.2K
2,792
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$211.7K
436
建仓
MAGS
LISTED FDS TR
+$211.6K
3,262
