CAHILL FINANCIAL ADVISORS INC
EDINA MN · SEC CIK 0001600327
$10.42亿2026Q2 申报市值
296持仓数
43.3%前十大占比 · 第一大 8.3%
20 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTV 加仓+$233.53万
DIMENSIONAL U.S. 加仓+$194.04万
DFAX 加仓+$179.01万
BAI 加仓+$178.73万
XOM 新建仓+$142.22万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$182.76万
VIG 减仓-$73.71万
JPST 减仓-$68.88万
IVW 减仓-$62.47万
HON 减仓-$56.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | $8,682.37万 | 8.33% | 1,007,937 | 12,303 | 1.2% | $105.98万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $6,183.17万 | 5.94% | 283,723 | 10,716 | 3.9% | $233.53万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $5,089.15万 | 4.88% | 1,147,238 | 43,743 | 4.0% | $194.04万 | 加仓 |
| MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | $4,951.12万 | 4.75% | 476,253 | -3,017 | -0.6% | -$31.36万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,523.74万 | 4.34% | 634,911 | 6,561 | 1.0% | $46.75万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $3,931.38万 | 3.77% | 1,067,151 | 48,592 | 4.8% | $179.01万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $3,578.11万 | 3.43% | 487,415 | 9,653 | 2.0% | $70.86万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $3,225.99万 | 3.10% | 234,566 | -4,542 | -1.9% | -$62.47万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,573.38万 | 2.47% | 117,276 | 2,100 | 1.8% | $46.08万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2,352.94万 | 2.26% | 103,626 | -225 | -0.2% | -$5.11万 | 减仓 |
| AAPL | APPLE INC | $2,349.99万 | 2.26% | 81,213 | -1,373 | -1.7% | -$39.73万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $2,033.72万 | 1.95% | 587,439 | -8,526 | -1.4% | -$29.52万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $1,927.16万 | 1.85% | 619,666 | 4,197 | 0.7% | $13.05万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $1,851.04万 | 1.78% | 78,228 | -3,115 | -3.8% | -$73.71万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $1,831.04万 | 1.76% | 227,260 | 716 | 0.3% | $5.77万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1,800.71万 | 1.73% | 341,560 | 33,902 | 11.0% | $178.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,723.27万 | 1.65% | 34,439 | -316 | -0.9% | -$15.81万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $1,571.67万 | 1.51% | 297,892 | 7,019 | 2.4% | $37.03万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1,522.00万 | 1.46% | 157,737 | 6,475 | 4.3% | $62.48万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,203.55万 | 1.16% | 379,548 | 22,218 | 6.2% | $70.45万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1,145.05万 | 1.10% | 113,585 | 4,389 | 4.0% | $44.25万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1,107.74万 | 1.06% | 88,790 | 925 | 1.1% | $11.54万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $996.82万 | 0.96% | 294,569 | 4,307 | 1.5% | $14.57万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $995.78万 | 0.96% | 127,811 | 306 | 0.2% | $2.38万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $779.04万 | 0.75% | 264,708 | -4,775 | -1.8% | -$14.05万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $686.76万 | 0.66% | 135,577 | 954 | 0.7% | $4.83万 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $668.75万 | 0.64% | 47,208 | -38 | -0.1% | -$5,383 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $641.28万 | 0.62% | 184,223 | 987 | 0.5% | $3.44万 | 加仓 |
| — | MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF | $608.99万 | 0.58% | 191,899 | -699 | -0.4% | -$2.22万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $589.42万 | 0.57% | 104,359 | -164 | -0.2% | -$9,263 | 减仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $565.99万 | 0.54% | 56,509 | 5,015 | 9.7% | $50.23万 | 加仓 |
| — | MATTHEWS PACIFIC TIGER ACTIVE ETF | $557.90万 | 0.54% | 123,257 | 630 | 0.5% | $2.85万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $549.43万 | 0.53% | 57,460 | -705 | -1.2% | -$6.74万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $546.22万 | 0.52% | 197,190 | 8,251 | 4.4% | $22.86万 | 加仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $538.20万 | 0.52% | 99,465 | -1,038 | -1.0% | -$5.62万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $503.30万 | 0.48% | 89,047 | 2,111 | 2.4% | $11.93万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $490.52万 | 0.47% | 64,079 | -137 | -0.2% | -$1.05万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $486.25万 | 0.47% | 81,463 | -1,383 | -1.7% | -$8.26万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $483.96万 | 0.46% | 19,917 | 19 | 0.1% | $4,617 | 加仓 |
| RUNN | RUNNING OAK EFFICIENT GROWTH ETF | $449.39万 | 0.43% | 138,718 | 4,982 | 3.7% | $16.14万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $445.50万 | 0.43% | 5,949 | -388 | -6.1% | -$29.06万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $440.75万 | 0.42% | 160,794 | -1,196 | -0.7% | -$3.28万 | 减仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $440.30万 | 0.42% | 138,764 | 16,352 | 13.4% | $51.88万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $430.64万 | 0.41% | 11,545 | 206 | 1.8% | $7.68万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $421.73万 | 0.40% | 54,692 | -1,247 | -2.2% | -$9.62万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $413.01万 | 0.40% | 16,375 | -1,153 | -6.6% | -$29.08万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $409.32万 | 0.39% | 5,481 | 3 | 0.1% | $2,240 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $408.59万 | 0.39% | 113,089 | -4,576 | -3.9% | -$16.53万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $389.05万 | 0.37% | 168,200 | 10,943 | 7.0% | $25.31万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $388.37万 | 0.37% | 174,940 | -22,142 | -11.2% | -$49.16万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $385.08万 | 0.37% | 9,031 | 5 | 0.1% | $2,132 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $373.17万 | 0.36% | 12,420 | -65 | -0.5% | -$1.95万 | 减仓 |
| QQQ | INVESCO QQQ | $347.12万 | 0.33% | 4,714 | 22 | 0.5% | $1.62万 | 加仓 |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | $345.84万 | 0.33% | 135,518 | 6,971 | 5.4% | $17.79万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $340.05万 | 0.33% | 36,416 | 278 | 0.8% | $2.60万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $320.84万 | 0.31% | 21,633 | -456 | -2.1% | -$6.76万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $312.20万 | 0.30% | 8,437 | 113 | 1.4% | $4.18万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $310.57万 | 0.30% | 16,512 | -25 | -0.2% | -$4,702 | 减仓 |
| AMZN | AMAZON.COM INC | $298.38万 | 0.29% | 12,519 | -233 | -1.8% | -$5.55万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $285.74万 | 0.27% | 25,901 | -1,277 | -4.7% | -$14.09万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $282.29万 | 0.27% | 55,811 | 9,016 | 19.3% | $45.60万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $280.07万 | 0.27% | 75,167 | 3,274 | 4.6% | $12.20万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $273.85万 | 0.26% | 22,010 | -17 | -0.1% | -$2,115 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $272.06万 | 0.26% | 6,644 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | $270.13万 | 0.26% | 65,597 | 770 | 1.2% | $3.17万 | 加仓 |
| AOR | ISHARES CORE GROWTH ALLOCATION ETF | $268.34万 | 0.26% | 38,610 | 137 | 0.4% | $9,521 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PARTNERS LP | $264.37万 | 0.25% | 72,449 | -42 | -0.1% | -$1,533 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $263.99万 | 0.25% | 51,072 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $259.96万 | 0.25% | 12,992 | 310 | 2.4% | $6.20万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $258.59万 | 0.25% | 24,028 | -641 | -2.6% | -$6.90万 | 减仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $250.87万 | 0.24% | 75,587 | 103 | 0.1% | $3,419 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $250.13万 | 0.24% | 25,939 | -1,196 | -4.4% | -$11.53万 | 减仓 |
| IUSV | ISHARES CORE S&P U.S. VALUE ETF | $244.00万 | 0.23% | 22,152 | 69 | 0.3% | $7,600 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $239.47万 | 0.23% | 20,036 | 100 | 0.5% | $1.20万 | 加仓 |
| STX | SEAGATE TECHNOLOGY PLC | $237.68万 | 0.23% | 2,463 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $235.09万 | 0.23% | 57,791 | -276 | -0.5% | -$1.12万 | 减仓 |
| CAT | CATERPILLAR INC | $230.66万 | 0.22% | 2,166 | -118 | -5.2% | -$12.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $226.39万 | 0.22% | 6,916 | -32 | -0.5% | -$1.05万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $218.51万 | 0.21% | 10,270 | -53 | -0.5% | -$1.13万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $211.70万 | 0.20% | 20,379 | -655 | -3.1% | -$6.80万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $211.10万 | 0.20% | 6,964 | -298 | -4.1% | -$9.03万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF | $210.07万 | 0.20% | 52,940 | 1,843 | 3.6% | $7.31万 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $209.73万 | 0.20% | 31,562 | 11,096 | 54.2% | $73.73万 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $209.40万 | 0.20% | 44,907 | 10,588 | 30.9% | $49.37万 | 加仓 |
| MMM | 3M CO | $208.40万 | 0.20% | 12,872 | 10 | 0.1% | $1,619 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $203.60万 | 0.20% | 5,567 | -61 | -1.1% | -$2.23万 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $201.59万 | 0.19% | 20,360 | 24 | 0.1% | $2,376 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF | $199.31万 | 0.19% | 52,366 | 2,397 | 4.8% | $9.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $198.51万 | 0.19% | 4,776 | -63 | -1.3% | -$2.62万 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $193.38万 | 0.19% | 29,981 | -32 | -0.1% | -$2,064 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $192.73万 | 0.19% | 37,791 | 7,115 | 23.2% | $36.29万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $189.29万 | 0.18% | 51,340 | 102 | 0.2% | $3,761 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $187.88万 | 0.18% | 19,453 | -100 | -0.5% | -$9,658 | 减仓 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $181.76万 | 0.17% | 32,371 | -3,248 | -9.1% | -$18.24万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $180.31万 | 0.17% | 5,103 | 124 | 2.5% | $4.38万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $178.30万 | 0.17% | 35,412 | -379 | -1.1% | -$1.91万 | 减仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $177.30万 | 0.17% | 36,937 | -2,799 | -7.0% | -$13.44万 | 减仓 |
| MA | MASTERCARD INC | $174.84万 | 0.17% | 3,404 | 1 | 0.0% | $514 | 加仓 |
| V | VISA INC | $170.88万 | 0.16% | 4,980 | 2 | 0.0% | $686 | 加仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $168.17万 | 0.16% | 37,289 | 6,639 | 21.7% | $29.94万 | 加仓 |