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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 94
减持 11
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$96.6M
1,483,146
+703%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$49.7M
1,036,424
+833%
增持
DFAT
DIMENSIONAL ETF TRUST
+$43.3M
1,457,860
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。
+95%
增持
DFAI
DIMENSIONAL ETF TRUST
+$32.8M
890,928
+2689%
增持
IEFA
ISHARES TR
+$29.7M
479,509
+217%
增持
AAPL
APPLE INC
+$22.3M
179,254
+72%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$20.3M
397,435
+572%
增持
SPY
SPDR S&P 500 ETF TR
+$18.2M
33,309
+390%
增持
DISV
DIMENSIONAL ETF TRUST
+$17.2M
487,049
+1223%
增持
IVV
ISHARES TR
+$14.3M
94,190
+26%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.3M
797,379
+49%
增持
DFIV
DIMENSIONAL ETF TRUST
+$8.0M
663,969
+22%
增持
SDY
SPDR SERIES TRUST
+$7.2M
55,163
+1477%
增持
NVDA
NVIDIA CORPORATION
+$7.0M
101,425
+59%
增持
GOOGL
ALPHABET INC
+$6.5M
30,692
+136%
增持
AGG
ISHARES TR
+$6.0M
341,253
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$5.7M
27,812
+172%
增持
BSV
VANGUARD BD INDEX FDS
+$5.6M
88,844
+394%
增持
AMZN
AMAZON COM INC
+$5.5M
50,926
+80%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.6M
114,549
+60%
增持
USRT
ISHARES TR
+$4.5M
163,822
+99%
增持
IEMG
ISHARES INC
+$4.3M
73,657
+617%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.8M
572,701
+36%
增持
RLY
SSGA ACTIVE ETF TR
+$3.4M
370,244
+38%
建仓
XLF
SELECT SECTOR SPDR TR
+$3.1M
56,286
增持
MSFT
MICROSOFT CORP
+$2.6M
31,813
+29%
增持
VFH
VANGUARD WORLD FD
+$2.5M
20,903
+1037%
增持
TSLA
TESLA INC
+$2.0M
11,023
+64%
增持
GOOG
ALPHABET INC
+$1.9M
12,370
+52%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
3,703
+338%
增持
VB
VANGUARD INDEX FDS
+$1.8M
40,969
+18%
增持
META
META PLATFORMS INC
+$1.7M
11,863
+43%
减持
VTEB
VANGUARD MUN BD FDS
-$1.6M
232,126
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
21,827
+16%
增持
LLY
ELI LILLY & CO
+$1.3M
3,198
+16%
增持
QQQ
INVESCO QQQ TR
+$1.3M
5,924
+53%
增持
AVGO
BROADCOM INC
+$1.3M
13,584
+32%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
5,041
+355%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
14,610
+132%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
17,936
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
9,224
+96%
增持
HD
HOME DEPOT INC
+$992.4K
6,969
+101%
增持
COST
COSTCO WHSL CORP NEW
+$970.6K
4,131
+48%
增持
—
EXXON MOBIL CORP
+$946.2K
15,746
+87%
增持
DIS
DISNEY WALT CO
+$917.2K
12,309
+192%
增持
CAT
CATERPILLAR INC
+$908.7K
2,173
+209%
增持
BAC
BANK AMERICA CORP
+$888.5K
33,528
+81%
增持
V
VISA INC
+$887.0K
6,882
+54%
建仓
TEAM
ATLASSIAN CORPORATION
+$870.4K
5,368
建仓
SYK
STRYKER CORPORATION
+$866.8K
2,467
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$862.3K
21,196
+240%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$835.8K
22,589
增持
UNH
UNITEDHEALTH GROUP INC
+$815.0K
3,953
+179%
增持
RTX
RTX CORPORATION
+$760.7K
6,548
+149%
清仓
DFEM
DIMENSIONAL ETF TRUST
-$730.2K
0
-100%
增持
PHYL
PGIM ETF TR
+$714.7K
86,113
+32%
建仓
COP
CONOCOPHILLIPS
+$680.5K
7,269
增持
VUG
VANGUARD INDEX FDS
+$664.7K
11,332
+12%
增持
GLW
CORNING INC
+$637.9K
11,592
+152%
增持
GM
GENERAL MTRS CO
+$606.0K
13,529
+67%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$602.9K
1,775
+280%
减持
DFAC
DIMENSIONAL ETF TRUST
+$600.1K
1,475,990
-2%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$587.9K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$562.9K
9,399
+77%
增持
WMT
WALMART INC
+$555.9K
20,436
+22%
建仓
TGT
TARGET CORP
+$551.1K
5,638
减持
DFAS
DIMENSIONAL ETF TRUST
-$544.5K
135,956
-7%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$533.4K
14,160
+159%
减持
VTIP
VANGUARD MALVERN FDS
-$530.1K
29,100
-25%
建仓
MDB
MONGODB INC
+$530.0K
1,263
建仓
CI
THE CIGNA GROUP
+$514.2K
1,868
增持
PYPL
PAYPAL HLDGS INC
+$512.5K
12,360
+297%
增持
LRCX
LAM RESEARCH CORP
+$506.4K
11,559
+5%
增持
CNC
CENTENE CORP DEL
+$504.0K
21,499
+102%
增持
ABT
ABBOTT LABS
+$470.8K
8,166
+98%
清仓
MOH
MOLINA HEALTHCARE INC
-$460.8K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$458.7K
11,154
-17%
增持
ABBV
ABBVIE INC
+$456.2K
5,788
+55%
减持
HOOD
ROBINHOOD MKTS INC
-$456.0K
3,339
-43%
增持
MRK
MERCK & CO INC
+$451.4K
11,186
+29%
增持
GS
GOLDMAN SACHS GROUP INC
+$438.0K
1,390
+41%
增持
BX
BLACKSTONE INC
+$435.7K
10,103
+54%
增持
DDOG
DATADOG INC
+$431.1K
4,910
+195%
增持
MCK
MCKESSON CORP
+$428.2K
1,034
+90%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$427.8K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$424.8K
3,252
+8%
建仓
LVS
LAS VEGAS SANDS CORP
+$423.4K
6,505
增持
—
EATON CORP PLC
+$404.7K
2,342
+157%
建仓
—
ELASTIC N V
+$398.8K
5,286
建仓
—
ASML HOLDING N V
+$387.1K
362
增持
LOW
LOWES COS INC
+$386.9K
2,460
+200%
建仓
TXT
TEXTRON INC
+$380.0K
4,359
增持
IWD
ISHARES TR
+$379.3K
8,624
+22%
建仓
AMT
AMERICAN TOWER CORP NEW
+$373.5K
2,127
建仓
MKTX
MARKETAXESS HLDGS INC
+$372.5K
2,055
清仓
CHWY
CHEWY INC
-$367.9K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$364.0K
6,866
+103%
减持
BSVO
EA SERIES TRUST
-$363.2K
87,853
-17%
增持
—
CHUBB LIMITED
+$362.5K
2,971
+49%
增持
WFC
WELLS FARGO CO NEW
+$359.4K
11,065
+38%
建仓
—
TOTALENERGIES SE
+$359.2K
5,490
清仓
NTNX
NUTANIX INC
-$355.7K
0
-100%
减持
DFSV
DIMENSIONAL ETF TRUST
-$341.8K
30,125
-28%
增持
COF
CAPITAL ONE FINL CORP
+$340.2K
2,593
+91%
减持
DASH
DOORDASH INC
-$339.4K
1,845
-34%
增持
ECL
ECOLAB INC
+$338.8K
2,059
+179%
建仓
KDP
KEURIG DR PEPPER INC
+$330.4K
11,794
建仓
EXAS
EXACT SCIENCES CORP
+$326.7K
3,217
增持
QCOM
QUALCOMM INC
+$323.9K
4,199
+77%
增持
PEP
PEPSICO INC
+$319.3K
9,037
+30%
建仓
SLB
SLB LIMITED
+$316.6K
8,250
清仓
PSA
PUBLIC STORAGE OPER CO
-$312.3K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$311.1K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$311.0K
1,415
减持
REET
ISHARES TR
-$310.5K
29,194
-28%
增持
NEM
NEWMONT CORP
+$309.2K
8,713
+31%
建仓
TXN
TEXAS INSTRS INC
+$306.0K
1,764
增持
USB
US BANCORP DEL
+$304.8K
14,443
+50%
增持
NFLX
NETFLIX INC
+$302.9K
21,342
+1407%
清仓
FISV
FISERV INC
-$301.4K
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$300.0K
7,179
+63%
清仓
GOVT
ISHARES TR
-$299.3K
0
-100%
清仓
—
LINDE PLC
-$297.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$296.1K
3,230
+32%
增持
MMM
3M CO
+$295.0K
4,058
+78%
增持
FDX
FEDEX CORP
+$293.9K
2,796
+28%
清仓
TFX
TELEFLEX INCORPORATED
-$289.1K
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$284.5K
1,272
增持
EXPE
EXPEDIA GROUP INC
+$282.8K
2,489
+26%
增持
GEV
GE VERNOVA INC
+$282.6K
1,361
+38%
清仓
—
DUPONT DE NEMOURS INC
-$281.2K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$280.9K
4,890
+107%
清仓
DUOL
DUOLINGO INC
-$278.4K
0
-100%
建仓
MLI
MUELLER INDS INC
+$276.1K
2,405
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$274.8K
564
建仓
DOV
DOVER CORP
+$271.4K
1,390
建仓
—
PINNACLE FINL PARTNERS INC
+$269.6K
2,826
减持
AVDV
AMERICAN CENTY ETF TR
-$269.0K
32,678
-13%
增持
BKNG
BOOKING HOLDINGS INC
+$268.9K
179
+40%
建仓
AMP
AMERIPRISE FINL INC
+$268.4K
547
增持
DG
DOLLAR GEN CORP NEW
+$267.0K
4,185
+50%
清仓
KMI
KINDER MORGAN INC DEL
-$266.8K
0
-100%
增持
CRM
SALESFORCE INC
+$266.7K
5,631
+9%
增持
FIX
COMFORT SYS USA INC
+$265.7K
1,007
+23%
建仓
TSN
TYSON FOODS INC
+$265.5K
4,529
清仓
—
GARMIN LTD
-$264.7K
0
-100%
增持
ZM
ZOOM COMMUNICATIONS INC
+$263.7K
9,159
+43%
增持
FCX
FREEPORT-MCMORAN INC
+$263.3K
9,858
+63%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$261.8K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$261.8K
5,018
+78%
