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 |
|---|---|---|---|---|---|---|---|---|
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $0 | 0.00% | 0 | -36,162 | -100.0% | -$46.65万 | 清仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $0 | 0.00% | 0 | -6,798 | -100.0% | -$33.62万 | 清仓 |
| ALLY | ALLY FINL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,900 | -100.0% | -$23.80万 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,380 | -100.0% | -$21.14万 | 清仓 |
| — | ELECTRONIC ARTS INC COM | $0 | 0.00% | 0 | -1,024 | -100.0% | -$20.93万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,455 | -100.0% | -$20.84万 | 清仓 |
| — | PINSTRIPES HOLDINGS INC CL A COM | $0 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LAND CORPORATION | $10.35万 | 0.01% | 10,146 | 27 | 0.3% | $275 | 加仓 |
| VOD | VODAFONE GROUP PLC | $16.21万 | 0.02% | 10,790 | -534 | -4.7% | -$8,021 | 减仓 |
| F | FORD MOTOR COMPANY | $16.98万 | 0.02% | 14,717 | -330 | -2.2% | -$3,808 | 减仓 |
| HYT | BLACKROCK CORPORATE HIGH YIELD FUND | $17.59万 | 0.02% | 20,643 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $20.07万 | 0.02% | 1,801 | 5 | 0.3% | $557 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $20.24万 | 0.02% | 5,778 | 5,778 | — | $20.24万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $20.55万 | 0.02% | 1,048 | 1,048 | — | $20.55万 | 新建仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $20.95万 | 0.02% | 2,080 | 2,080 | — | $20.95万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.69万 | 0.02% | 1,684 | -16 | -0.9% | -$2,061 | 减仓 |
| GGG | GRACO INC COM | $21.88万 | 0.02% | 2,584 | 8 | 0.3% | $677 | 加仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $22.00万 | 0.02% | 3,992 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $22.15万 | 0.02% | 517 | 517 | — | $22.15万 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF | $22.50万 | 0.02% | 4,854 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $22.75万 | 0.02% | 6,586 | 6,586 | — | $22.75万 | 新建仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $22.82万 | 0.02% | 2,243 | 4 | 0.2% | $407 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $23.16万 | 0.03% | 948 | -154 | -14.0% | -$3.76万 | 重新持有 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $23.29万 | 0.03% | 2,346 | -101 | -4.1% | -$1.00万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $23.52万 | 0.03% | 4,530 | 4,530 | — | $23.52万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.79万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $24.08万 | 0.03% | 3,688 | -341 | -8.5% | -$2.23万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY FUND | $24.11万 | 0.03% | 1,428 | -69 | -4.6% | -$1.16万 | 减仓 |
| PAAA | PGIM AAA CLO ETF | $24.14万 | 0.03% | 4,717 | 4,717 | — | $24.14万 | 新建仓 |
| TSLA | TESLA INC | $24.50万 | 0.03% | 659 | -25 | -3.7% | -$9,294 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | $24.59万 | 0.03% | 685 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $24.67万 | 0.03% | 2,661 | 74 | 2.9% | $6,862 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $25.04万 | 0.03% | 653 | 24 | 3.8% | $9,203 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $25.28万 | 0.03% | 1,971 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $25.32万 | 0.03% | 290 | 290 | — | $25.32万 | 新建仓 |
| TM | TOYOTA MOTOR CORP SP ADR REP2COM | $25.41万 | 0.03% | 1,233 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $26.37万 | 0.03% | 5,602 | -4,179 | -42.7% | -$19.67万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $26.40万 | 0.03% | 1,824 | 1 | 0.1% | $145 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $26.42万 | 0.03% | 3,116 | 5 | 0.2% | $424 | 加仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $26.97万 | 0.03% | 4,920 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $27.15万 | 0.03% | 3,885 | 154 | 4.1% | $1.08万 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $27.33万 | 0.03% | 2,922 | -1,242 | -29.8% | -$11.62万 | 减仓 |
| CI | CIGNA CORP | $27.46万 | 0.03% | 1,030 | 1 | 0.1% | $267 | 加仓 |
| PSX | PHILLIPS 66 | $27.49万 | 0.03% | 1,509 | -3 | -0.2% | -$547 | 重新持有 |
| LOW | LOWE'S COMPANIES INC | $27.57万 | 0.03% | 1,167 | 1 | 0.1% | $236 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $27.63万 | 0.03% | 2,886 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $28.25万 | 0.03% | 6,237 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $28.28万 | 0.03% | 5,302 | 2 | 0.0% | $107 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $28.33万 | 0.03% | 4,988 | 940 | 23.2% | $5.34万 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $28.44万 | 0.03% | 2,380 | 317 | 15.4% | $3.79万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $28.51万 | 0.03% | 2,898 | 3 | 0.1% | $295 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $28.56万 | 0.03% | 15,445 | 0 | 0.0% | — | 不变 |
| DOW | DOW JONES INDUSTRIAL AVERAGE | $29.63万 | 0.03% | 7,113 | 7,113 | — | $29.63万 | 新建仓 |
| O | REALTY INCOME CORP COM | $30.13万 | 0.03% | 4,925 | -246 | -4.8% | -$1.50万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $30.20万 | 0.03% | 2,548 | 1 | 0.0% | $119 | 加仓 |
| ACN | ACCENTURE PLC | $31.85万 | 0.03% | 1,606 | 181 | 12.7% | $3.59万 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION ETF | $31.87万 | 0.03% | 4,658 | -34 | -0.7% | -$2,326 | 减仓 |
| DAL | DELTA AIR LINES INC | $32.12万 | 0.03% | 4,831 | 8 | 0.2% | $532 | 加仓 |
| CBRE | CBRE GROUP INC | $32.73万 | 0.04% | 2,416 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $32.80万 | 0.04% | 13,063 | -3,206 | -19.7% | -$8.05万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $32.94万 | 0.04% | 3,274 | 1 | 0.0% | $101 | 加仓 |
| WELL | WELLTOWER INC COM | $32.99万 | 0.04% | 1,669 | -50 | -2.9% | -$9,883 | 减仓 |
| — | CAMBRIA ENDOWMENT STYLE ETF | $33.09万 | 0.04% | 10,395 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $33.25万 | 0.04% | 15,472 | 75 | 0.5% | $1,612 | 加仓 |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | $33.59万 | 0.04% | 13,842 | -967 | -6.5% | -$2.35万 | 减仓 |
| AMGN | AMGEN, INC | $33.62万 | 0.04% | 955 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $33.76万 | 0.04% | 7,979 | 1,222 | 18.1% | $5.17万 | 加仓 |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETF | $33.95万 | 0.04% | 3,836 | -594 | -13.4% | -$5.26万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $34.09万 | 0.04% | 1,086 | 8 | 0.7% | $2,511 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $34.10万 | 0.04% | 6,534 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $34.40万 | 0.04% | 3,522 | 10 | 0.3% | $977 | 加仓 |
| PEP | PEPSICO INC | $34.41万 | 0.04% | 2,216 | 52 | 2.4% | $8,074 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $34.51万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $34.72万 | 0.04% | 1,511 | 119 | 8.5% | $2.73万 | 加仓 |
| HACK | ETFMG PRIME CYBER SECURITY ETF | $35.28万 | 0.04% | 4,698 | -705 | -13.0% | -$5.29万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $35.72万 | 0.04% | 15,592 | 0 | 0.0% | — | 不变 |
| META | FACEBOOK INC COMMON STOCK | $35.98万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $36.74万 | 0.04% | 4,435 | 431 | 10.8% | $3.57万 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $36.75万 | 0.04% | 3,189 | 3 | 0.1% | $346 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $37.03万 | 0.04% | 7,922 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $37.46万 | 0.04% | 1,044 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $37.55万 | 0.04% | 4,331 | 140 | 3.3% | $1.21万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.58万 | 0.04% | 4,027 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $37.94万 | 0.04% | 2,961 | -653 | -18.1% | -$8.37万 | 减仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $38.20万 | 0.04% | 9,516 | 5 | 0.1% | $201 | 加仓 |
| WMT | WALMART INC | $38.21万 | 0.04% | 3,074 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $38.72万 | 0.04% | 13,788 | -95 | -0.7% | -$2,668 | 减仓 |
| HYMB | SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF | $38.73万 | 0.04% | 15,616 | 273 | 1.8% | $6,770 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $39.09万 | 0.04% | 7,720 | -28 | -0.4% | -$1,418 | 减仓 |
| GE | GENERAL ELECTRIC COMPANY | $39.75万 | 0.04% | 1,401 | 1 | 0.1% | $284 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $40.15万 | 0.04% | 7,837 | -2,077 | -21.0% | -$10.64万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $40.83万 | 0.04% | 5,010 | -183 | -3.5% | -$1.49万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC | $40.85万 | 0.04% | 727 | -1 | -0.1% | -$562 | 减仓 |
| T | AT&T INC | $40.87万 | 0.04% | 14,097 | -1,402 | -9.0% | -$4.06万 | 减仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $41.06万 | 0.04% | 6,251 | -1,041 | -14.3% | -$6.84万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $42.67万 | 0.05% | 2,251 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $42.68万 | 0.05% | 6,967 | -1,076 | -13.4% | -$6.59万 | 减仓 |
| GIS | GENERAL MILLS INC | $42.94万 | 0.05% | 11,536 | -246 | -2.1% | -$9,156 | 减仓 |