CAHILL FINANCIAL ADVISORS INC
EDINA MN · SEC CIK 0001600327
$9.24亿2026Q1 申报市值
286持仓数
42.9%前十大占比 · 第一大 7.8%
11 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVEM 加仓+$1,189.63万
BAI 新建仓+$1,013.73万
VTV 加仓+$506.84万
MINT 加仓+$319.98万
DIMENSIONAL U.S. 加仓+$275.96万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$1.26亿
IYW 减仓-$938.54万
BND 减仓-$909.16万
MOAT 减仓-$834.39万
FNDX 减仓-$663.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $43.00万 | 0.05% | 4,563 | 12 | 0.3% | $1,131 | 加仓 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE | $44.10万 | 0.05% | 3,811 | -11 | -0.3% | -$1,273 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $44.32万 | 0.05% | 6,935 | -3,444 | -33.2% | -$22.01万 | 减仓 |
| MBB | ISHARES MBS ETF | $44.91万 | 0.05% | 4,730 | -1,303 | -21.6% | -$12.37万 | 减仓 |
| MCD | MCDONALD'S CORP | $45.03万 | 0.05% | 1,449 | 2 | 0.1% | $622 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $45.32万 | 0.05% | 2,741 | 26 | 1.0% | $4,299 | 加仓 |
| BCI | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $45.44万 | 0.05% | 18,706 | -3,379 | -15.3% | -$8.21万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $46.81万 | 0.05% | 1,628 | 142 | 9.6% | $4.08万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $46.88万 | 0.05% | 6,441 | -190 | -2.9% | -$1.38万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $47.09万 | 0.05% | 5,176 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORPORATION | $47.24万 | 0.05% | 4,364 | 80 | 1.9% | $8,661 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $47.28万 | 0.05% | 8,928 | -360 | -3.9% | -$1.91万 | 减仓 |
| HYD | VANECK VECTORS HIGH YIELD MUNI ETF | $48.18万 | 0.05% | 9,610 | 474 | 5.2% | $2.38万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $48.68万 | 0.05% | 9,247 | -178 | -1.9% | -$9,370 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $48.88万 | 0.05% | 5,262 | 395 | 8.1% | $3.67万 | 加仓 |
| JEPQ | J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $49.61万 | 0.05% | 8,935 | -186 | -2.0% | -$1.03万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $49.83万 | 0.05% | 6,586 | 3,020 | 84.7% | $22.85万 | 加仓 |
| — | EDAP TMS SA | $50.21万 | 0.05% | 134,960 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $50.59万 | 0.05% | 2,019 | 46 | 2.3% | $1.15万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $51.35万 | 0.06% | 10,534 | 3 | 0.0% | $146 | 加仓 |
| GILD | GILEAD SCIENCES INC | $51.81万 | 0.06% | 3,717 | 38 | 1.0% | $5,297 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $53.96万 | 0.06% | 6,535 | 576 | 9.7% | $4.76万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $54.53万 | 0.06% | 1,877 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $54.76万 | 0.06% | 3,959 | 9 | 0.2% | $1,245 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $55.44万 | 0.06% | 1,622 | -176 | -9.8% | -$6.02万 | 减仓 |
| FLTB | FIDELITY LIMITED TERM BOND ETF | $55.93万 | 0.06% | 11,125 | 51 | 0.5% | $2,564 | 加仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $56.03万 | 0.06% | 10,829 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $57.17万 | 0.06% | 4,753 | -27 | -0.6% | -$3,248 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.37万 | 0.06% | 11,428 | -1,480 | -11.5% | -$7.43万 | 减仓 |
| CHRW | CH ROBINSON WORLDWIDE INC | $57.86万 | 0.06% | 3,484 | -343 | -9.0% | -$5.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $58.19万 | 0.06% | 8,819 | -34 | -0.4% | -$2,244 | 减仓 |
| ABBV | ABBVIE INC | $58.54万 | 0.06% | 2,691 | -18 | -0.7% | -$3,915 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $58.62万 | 0.06% | 2,744 | 2 | 0.1% | $427 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $59.35万 | 0.06% | 2,713 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $59.56万 | 0.06% | 7,497 | -26 | -0.3% | -$2,065 | 减仓 |
| ORCL | ORACLE CORPORATION | $59.91万 | 0.06% | 4,073 | 4 | 0.1% | $588 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $60.49万 | 0.07% | 10,065 | -634 | -5.9% | -$3.81万 | 减仓 |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | $63.22万 | 0.07% | 27,111 | -7,262 | -21.1% | -$16.93万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $63.90万 | 0.07% | 7,376 | 161 | 2.2% | $1.39万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $64.64万 | 0.07% | 13,339 | -1 | -0.0% | -$48 | 减仓 |
| CVX | CHEVRON CORPORATION | $65.34万 | 0.07% | 3,158 | 3 | 0.1% | $621 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $68.42万 | 0.07% | 27,260 | -6,362 | -18.9% | -$15.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $68.49万 | 0.07% | 2,027 | 69 | 3.5% | $2.33万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $68.66万 | 0.07% | 8,577 | -406 | -4.5% | -$3.25万 | 减仓 |
| IBM | IBM CORP | $70.96万 | 0.08% | 2,928 | -32 | -1.1% | -$7,756 | 减仓 |
| SEIQ | SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | $74.12万 | 0.08% | 20,358 | -6,341 | -23.7% | -$23.09万 | 减仓 |
| HD | HOME DEPOT INC | $74.92万 | 0.08% | 2,278 | 3 | 0.1% | $987 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US ETF | $75.31万 | 0.08% | 10,999 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $75.64万 | 0.08% | 19,416 | 19,416 | — | $75.64万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $77.59万 | 0.08% | 10,000 | 185 | 1.9% | $1.44万 | 加仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND | $78.64万 | 0.09% | 6,509 | 157 | 2.5% | $1.90万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $79.27万 | 0.09% | 10,280 | 6 | 0.1% | $463 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $79.77万 | 0.09% | 16,682 | -1,071 | -6.0% | -$5.12万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $82.19万 | 0.09% | 6,273 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $84.20万 | 0.09% | 17,522 | -2,889 | -14.2% | -$13.88万 | 减仓 |
| VV | VANGUARD LARGE CAP ETF | $84.88万 | 0.09% | 2,840 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $87.72万 | 0.09% | 35,478 | -1,746 | -4.7% | -$4.32万 | 减仓 |
| ECL | ECOLAB INC | $88.35万 | 0.10% | 3,321 | 2 | 0.1% | $532 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $91.66万 | 0.10% | 7,738 | -78 | -1.0% | -$9,239 | 减仓 |
| AVGO | BROADCOM INC COM | $92.98万 | 0.10% | 3,004 | 181 | 6.4% | $5.60万 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $95.43万 | 0.10% | 35,863 | -8,946 | -20.0% | -$23.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY PLC | $96.49万 | 0.10% | 2,463 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $96.82万 | 0.10% | 11,585 | 271 | 2.4% | $2.26万 | 加仓 |
| MDT | MEDTRONIC PLC | $97.30万 | 0.11% | 11,229 | -791 | -6.6% | -$6.85万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX | $98.46万 | 0.11% | 4,207 | 103 | 2.5% | $2.41万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $102.86万 | 0.11% | 24,169 | 2,602 | 12.1% | $11.07万 | 加仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $105.14万 | 0.11% | 16,166 | 51 | 0.3% | $3,317 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $105.43万 | 0.11% | 22,827 | 24 | 0.1% | $1,109 | 加仓 |
| TYG | TORTOISE ENERGY INFRA CORP COM | $106.55万 | 0.12% | 21,375 | 256 | 1.2% | $1.28万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $112.47万 | 0.12% | 4,976 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $112.58万 | 0.12% | 33,577 | -936 | -2.7% | -$3.14万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $114.87万 | 0.12% | 34,861 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $115.91万 | 0.13% | 6,290 | 22 | 0.4% | $4,054 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $117.33万 | 0.13% | 17,184 | 477 | 2.9% | $3.26万 | 加仓 |
| DE | DEERE & COMPANY | $117.65万 | 0.13% | 2,089 | 14 | 0.7% | $7,885 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $121.14万 | 0.13% | 20,466 | 5,900 | 40.5% | $34.92万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $121.28万 | 0.13% | 10,803 | -450 | -4.0% | -$5.05万 | 减仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $121.43万 | 0.13% | 41,164 | 79 | 0.2% | $2,331 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $124.45万 | 0.13% | 5,091 | -91 | -1.8% | -$2.22万 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $125.17万 | 0.14% | 25,143 | 74 | 0.3% | $3,684 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $125.36万 | 0.14% | 6,499 | -491 | -7.0% | -$9.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.76万 | 0.14% | 1,272 | 39 | 3.2% | $3.89万 | 加仓 |
| TGT | TARGET CORPORATION | $127.78万 | 0.14% | 10,345 | -179 | -1.7% | -$2.21万 | 减仓 |
| — | CAMBRIA GLOBAL EW ETF | $128.63万 | 0.14% | 25,509 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $129.96万 | 0.14% | 30,650 | -186 | -0.6% | -$7,886 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II ISHARES HIGH YIE | $130.41万 | 0.14% | 27,181 | -650 | -2.3% | -$3.12万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $130.93万 | 0.14% | 4,839 | 28 | 0.6% | $7,576 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $131.81万 | 0.14% | 18,898 | 346 | 1.9% | $2.41万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $135.84万 | 0.15% | 30,013 | -308 | -1.0% | -$1.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $138.29万 | 0.15% | 17,370 | -4 | -0.0% | -$318 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $139.63万 | 0.15% | 9,804 | -78 | -0.8% | -$1.11万 | 减仓 |
| USB | US BANCORP | $140.37万 | 0.15% | 26,990 | -603 | -2.2% | -$3.14万 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $141.02万 | 0.15% | 34,319 | -98 | -0.3% | -$4,027 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $142.84万 | 0.15% | 4,979 | 101 | 2.1% | $2.90万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $145.31万 | 0.16% | 5,280 | -284 | -5.1% | -$7.82万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $145.86万 | 0.16% | 2,441 | -2 | -0.1% | -$1,195 | 减仓 |
| V | VISA INC | $150.47万 | 0.16% | 4,978 | -6 | -0.1% | -$1,814 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $156.39万 | 0.17% | 30,676 | 10,391 | 51.2% | $52.97万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $157.28万 | 0.17% | 10,620 | 3,254 | 44.2% | $48.19万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $158.63万 | 0.17% | 51,238 | -1,752 | -3.3% | -$5.42万 | 减仓 |