小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 73
增持 48
减持 18
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
SPYM
SPDR SERIES TRUST
+$61.5M
803,198
建仓
DGRO
ISHARES TR
+$37.2M
530,539
建仓
VTV
VANGUARD INDEX FDS
+$31.3M
159,289
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
IJR
ISHARES TR
+$24.3M
195,198
建仓
FXR
FIRST TR EXCHANGE-TRADED FD
+$22.3M
272,783
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$20.9M
89,254
增持
DFIV
DIMENSIONAL ETF TRUST
+$20.2M
1,010,586
+52%
建仓
FXU
FIRST TR EXCHANGE-TRADED FD
+$18.8M
379,257
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$17.8M
182,083
建仓
FXO
FIRST TR EXCHANGE-TRADED FD
+$14.2M
252,883
建仓
WTMF
WISDOMTREE TR
+$10.8M
272,900
增持
DFUS
DIMENSIONAL ETF TRUST
+$9.9M
1,691,253
+14%
建仓
XCEM
COLUMBIA ETF TR II
+$8.7M
213,046
建仓
SLYG
SPDR SERIES TRUST
+$7.4M
77,064
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.6M
1,495,511
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5M
1,131,971
+9%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.1M
1,372,177
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.8M
463,972
+17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.8M
968,520
+9%
增持
AGG
ISHARES TR
+$3.6M
379,390
+11%
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$3.4M
23,013
增持
NVDA
NVIDIA CORPORATION
+$3.0M
125,623
+24%
建仓
XLU
SELECT SECTOR SPDR TR
+$2.8M
60,866
增持
RLY
SSGA ACTIVE ETF TR
+$2.2M
381,977
+3%
建仓
IYW
ISHARES TR
+$2.1M
11,301
增持
IEFA
ISHARES TR
+$2.0M
496,120
+3%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.9M
33,590
增持
AAPL
APPLE INC
+$1.8M
199,214
+11%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.8M
514,631
+6%
增持
MSFT
MICROSOFT CORP
-$1.7M
36,956
+16%
增持
IVV
ISHARES TR
-$1.7M
96,192
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.6M
800,485
+0%
建仓
PECO
PHILLIPS EDISON & CO INC
+$1.6M
43,172
建仓
EEM
ISHARES TR
+$1.6M
27,471
建仓
IWF
ISHARES TR
+$1.6M
3,647
增持
QQQ
INVESCO QQQ TR
+$1.5M
8,941
+51%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
118,518
+3%
建仓
SHOP
SHOPIFY INC
+$1.4M
11,727
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.4M
637,190
+11%
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$1.3M
6,151
增持
USRT
ISHARES TR
+$1.3M
179,263
+9%
建仓
VXUS
VANGUARD STAR FDS
+$1.3M
16,573
建仓
MELI
MERCADOLIBRE INC
+$1.3M
729
建仓
CTAS
CINTAS CORP
+$1.1M
6,336
增持
—
EXXON MOBIL CORP
+$1.1M
17,400
+11%
增持
META
META PLATFORMS INC
-$1.0M
11,872
+0%
建仓
IYC
ISHARES TR
+$969.2K
10,000
建仓
HON
HONEYWELL INTL INC
+$951.4K
4,209
增持
AMZN
AMAZON COM INC
-$949.1K
51,883
+2%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$904.5K
16,494
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$895.1K
14,810
建仓
GSEW
GOLDMAN SACHS ETF TR
+$878.7K
10,379
清仓
TEAM
ATLASSIAN CORPORATION
-$870.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$798.5K
27,751
-0%
建仓
NLR
VANECK ETF TRUST
+$736.9K
5,533
建仓
BITB
BITWISE BITCOIN ETF TR
+$727.9K
19,774
增持
BSV
VANGUARD BD INDEX FDS
+$714.1K
98,405
+11%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$711.0K
5,667
增持
PHYL
PGIM ETF TR
+$706.4K
108,624
+26%
建仓
BIL
SPDR SERIES TRUST
+$696.5K
7,600
建仓
IHDG
WISDOMTREE TR
+$682.9K
14,183
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$678.1K
7,346
增持
CRWD
CROWDSTRIKE HLDGS INC
+$674.2K
3,858
+117%
清仓
—
ACCENTURE PLC IRELAND
-$665.6K
0
-100%
建仓
EDIV
SPDR INDEX SHS FDS
+$656.4K
16,627
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$616.7K
4,560
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$615.1K
37,034
增持
GLW
CORNING INC
+$595.0K
11,841
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$584.3K
50,606
-10%
增持
COST
COSTCO WHOLESALE CORPORATION
+$583.9K
4,161
+1%
增持
ADSK
AUTODESK INC
+$580.5K
4,172
+195%
减持
RBLX
ROBLOX CORP
-$574.3K
4,520
-56%
建仓
JSML
JANUS DETROIT STR TR
+$572.4K
8,174
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$565.1K
34,058
+2%
增持
JNJ
JOHNSON & JOHNSON
+$558.8K
10,095
+9%
增持
LRCX
LAM RESEARCH CORP
+$555.4K
11,860
+3%
建仓
KR
KROGER CO
+$538.6K
7,444
建仓
XLE
SELECT SECTOR SPDR TR
+$530.5K
8,659
建仓
SBUX
STARBUCKS CORP
+$518.8K
5,790
建仓
—
ROYAL CARIBBEAN GROUP
+$516.5K
1,877
增持
VEA
VANGUARD TAX-MANAGED FDS
+$513.7K
25,502
+42%
建仓
—
LINDE PLC
+$513.0K
1,035
增持
HWM
HOWMET AEROSPACE INC
+$510.8K
6,685
+33%
减持
UNH
UNITEDHEALTH GROUP INC
-$487.9K
3,019
-24%
增持
IEMG
ISHARES INC
+$479.5K
77,860
+6%
增持
ANET
ARISTA NETWORKS INC
+$468.5K
11,477
+60%
减持
BX
BLACKSTONE INC
-$466.0K
9,491
-6%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$459.3K
6,879
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$456.0K
11,870
增持
VB
VANGUARD INDEX FDS
+$453.5K
42,079
+3%
建仓
BND
VANGUARD BD INDEX FDS
+$438.8K
5,958
建仓
XLI
SELECT SECTOR SPDR TR
+$438.1K
2,709
建仓
NET
CLOUDFLARE INC
+$437.2K
2,119
减持
WDC
WESTERN DIGITAL CORP
+$435.1K
4,442
-0%
减持
QCOM
QUALCOMM INC
-$433.3K
2,213
-47%
增持
GEV
GE VERNOVA INC
+$410.3K
1,489
+9%
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$406.1K
5,825
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$404.2K
11,438
-19%
清仓
—
ELASTIC N V
-$398.8K
0
-100%
建仓
IYG
ISHARES TR
+$398.5K
4,810
建仓
IGV
ISHARES TR
+$396.8K
4,957
建仓
NOBL
PROSHARES TR
+$393.3K
3,710
减持
PANW
PALO ALTO NETWORKS INC
-$384.6K
1,436
-57%
建仓
CHWY
CHEWY INC
+$379.9K
14,072
增持
AMAT
APPLIED MATLS INC
+$379.3K
3,320
+13%
建仓
VBK
VANGUARD INDEX FDS
+$377.7K
1,250
减持
SNDK
SANDISK CORP
+$375.5K
952
-1%
增持
ULTA
ULTA BEAUTY INC
+$373.8K
1,619
+107%
清仓
AMT
AMERICAN TOWER CORP NEW
-$373.5K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$372.4K
1,833
建仓
LMT
LOCKHEED MARTIN CORP
+$372.4K
616
增持
GOOGL
ALPHABET INC
-$372.2K
32,113
+5%
减持
SDY
SPDR SERIES TRUST
+$370.0K
55,136
-0%
增持
CVX
CHEVRON CORPORATION
+$367.8K
4,859
+16%
减持
VBR
VANGUARD INDEX FDS
-$367.3K
9,183
-18%
建仓
VHT
VANGUARD WORLD FD
+$365.8K
1,343
建仓
KMI
KINDER MORGAN INC DEL
+$361.2K
10,773
增持
CAT
CATERPILLAR INC
+$359.9K
2,265
+4%
建仓
BURL
BURLINGTON STORES INC
+$356.6K
1,096
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$355.9K
1,457
+124%
清仓
IQV
IQVIA HLDGS INC
-$354.3K
0
-100%
增持
IWM
ISHARES TR
-$354.2K
4,908
+14%
清仓
SUSA
ISHARES TR
-$351.8K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$350.2K
1,478
+177%
清仓
ZS
ZSCALER INC
-$349.6K
0
-100%
减持
EFA
ISHARES TR
-$349.5K
2,498
-59%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$349.2K
4,963
清仓
VNQ
VANGUARD INDEX FDS
-$348.7K
0
-100%
建仓
ENB
ENBRIDGE INC
+$342.1K
6,320
建仓
—
AMDOCS LTD
+$337.5K
5,172
清仓
LYFT
LYFT INC
-$336.0K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$335.6K
2,026
建仓
ALL
ALLSTATE CORP
+$333.1K
1,607
建仓
—
ASTRAZENECA PLC
+$332.2K
1,684
减持
VTIP
VANGUARD MALVERN FDS
-$331.2K
22,184
-24%
清仓
KDP
KEURIG DR PEPPER INC
-$330.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$329.8K
22,207
+2%
减持
IVW
ISHARES TR
-$328.7K
23,641
-3%
建仓
IJH
ISHARES TR
+$328.1K
4,859
增持
MU
MICRON TECHNOLOGY INC
+$327.3K
3,716
+14%
减持
ADBE
ADOBE INC
-$327.0K
1,412
-26%
清仓
EXAS
EXACT SCIENCES CORP
-$326.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$325.0K
4,998
+55%
建仓
OXY
OCCIDENTAL PETE CORP
+$323.8K
4,982
建仓
NU
NU HLDGS LTD
+$320.3K
22,292
建仓
TER
TERADYNE INC
+$319.8K
1,079
减持
CNC
CENTENE CORP DEL
-$319.2K
17,273
-20%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$318.1K
3,858
建仓
OMC
OMNICOM GROUP INC
+$315.6K
4,191
建仓
GPIX
GOLDMAN SACHS ETF TR
+$312.8K
6,251
