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 |
|---|---|---|---|---|---|---|---|---|
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $42.34万 | 0.04% | 9,828 | 312 | 3.3% | $1.34万 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $42.32万 | 0.04% | 5,051 | 41 | 0.8% | $3,435 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $42.14万 | 0.04% | 2,576 | 28 | 1.1% | $4,581 | 加仓 |
| NEM | NEWMONT CORPORATION | $41.24万 | 0.04% | 4,415 | 51 | 1.2% | $4,764 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $41.17万 | 0.04% | 3,191 | 2 | 0.1% | $258 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $40.93万 | 0.04% | 6,087 | -164 | -2.6% | -$1.10万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $40.26万 | 0.04% | 7,849 | 12 | 0.2% | $615 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $40.25万 | 0.04% | 5,176 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION ETF | $39.90万 | 0.04% | 4,658 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $39.43万 | 0.04% | 4,626 | 191 | 4.3% | $1.63万 | 加仓 |
| MCD | MCDONALD'S CORP | $39.41万 | 0.04% | 1,458 | 9 | 0.6% | $2,433 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $39.04万 | 0.04% | 9,605 | 3,019 | 45.8% | $12.27万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $39.01万 | 0.04% | 4,027 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $38.85万 | 0.04% | 7,674 | -46 | -0.6% | -$2,329 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $38.50万 | 0.04% | 3,567 | 45 | 1.3% | $4,857 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $38.47万 | 0.04% | 3,274 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $38.35万 | 0.04% | 15,445 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $38.27万 | 0.04% | 727 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $38.20万 | 0.04% | 7,939 | 17 | 0.2% | $818 | 加仓 |
| GIS | GENERAL MILLS INC | $38.19万 | 0.04% | 10,974 | -562 | -4.9% | -$1.96万 | 减仓 |
| BCI | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $37.61万 | 0.04% | 16,835 | -1,871 | -10.0% | -$4.18万 | 减仓 |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETF | $37.49万 | 0.04% | 3,841 | 5 | 0.1% | $488 | 加仓 |
| WELL | WELLTOWER INC COM | $37.23万 | 0.04% | 1,640 | -29 | -1.7% | -$6,584 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $36.87万 | 0.04% | 15,571 | 99 | 0.6% | $2,344 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $36.44万 | 0.03% | 6,861 | -106 | -1.5% | -$5,630 | 减仓 |
| PSI | INVESCO DYNAMIC SEMICONDUCTORS ETF | $35.56万 | 0.03% | 1,893 | 1,893 | — | $35.56万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $35.52万 | 0.03% | 15,592 | 0 | 0.0% | — | 不变 |
| META | FACEBOOK INC COMMON STOCK | $35.44万 | 0.03% | 629 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.83万 | 0.03% | 3,075 | 1 | 0.0% | $113 | 加仓 |
| — | CAMBRIA ENDOWMENT STYLE ETF | $34.76万 | 0.03% | 10,395 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN, INC | $34.61万 | 0.03% | 956 | 1 | 0.1% | $362 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $34.52万 | 0.03% | 3,785 | 3,785 | — | $34.52万 | 新建仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $34.37万 | 0.03% | 6,534 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $34.27万 | 0.03% | 5,009 | 21 | 0.4% | $1,437 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $34.15万 | 0.03% | 2,920 | 34 | 1.2% | $3,977 | 加仓 |
| GEV | GE VERNOVA INC COM | $34.08万 | 0.03% | 290 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $33.84万 | 0.03% | 7,979 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $33.78万 | 0.03% | 1,516 | 5 | 0.3% | $1,114 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $33.77万 | 0.03% | 4,604 | 4,604 | — | $33.77万 | 新建仓 |
| EMLC | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $32.64万 | 0.03% | 12,769 | -294 | -2.3% | -$7,515 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $32.59万 | 0.03% | 1,825 | 1 | 0.1% | $179 | 加仓 |
| CBRE | CBRE GROUP INC | $32.54万 | 0.03% | 2,416 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.49万 | 0.03% | 13,493 | -295 | -2.1% | -$7,104 | 减仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $31.75万 | 0.03% | 4,920 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | $31.40万 | 0.03% | 13,008 | -834 | -6.0% | -$2.01万 | 减仓 |
| HYMB | SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF | $31.34万 | 0.03% | 12,320 | -3,296 | -21.1% | -$8.39万 | 减仓 |
| QCOM | QUALCOMM INC | $31.16万 | 0.03% | 1,686 | 2 | 0.1% | $370 | 加仓 |
| O | REALTY INCOME CORP COM | $30.51万 | 0.03% | 4,925 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $30.20万 | 0.03% | 2,810 | -88 | -3.0% | -$9,458 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $29.52万 | 0.03% | 6,289 | 687 | 12.3% | $3.22万 | 加仓 |
| T | AT&T INC | $29.19万 | 0.03% | 14,100 | 3 | 0.0% | $62 | 加仓 |
| TXN | TEXAS INSTRUMENTS INCORPORATED | $28.94万 | 0.03% | 971 | 971 | — | $28.94万 | 新建仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $28.84万 | 0.03% | 3,939 | 54 | 1.4% | $3,953 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $28.75万 | 0.03% | 2,922 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $28.61万 | 0.03% | 3,131 | 15 | 0.5% | $1,370 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $28.45万 | 0.03% | 3,688 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.35万 | 0.03% | 674 | 15 | 2.3% | $6,309 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $27.59万 | 0.03% | 1,885 | -86 | -4.4% | -$1.26万 | 减仓 |
| MS | MORGAN STANLEY | $27.18万 | 0.03% | 1,300 | 1,300 | — | $27.18万 | 新建仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | $27.17万 | 0.03% | 685 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $26.92万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP | $26.81万 | 0.03% | 973 | -57 | -5.5% | -$1.57万 | 减仓 |
| PEP | PEPSICO INC | $26.54万 | 0.03% | 1,960 | -256 | -11.6% | -$3.47万 | 减仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $26.42万 | 0.03% | 2,252 | 9 | 0.4% | $1,056 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $26.21万 | 0.03% | 5,304 | 2 | 0.0% | $99 | 加仓 |
| INTC | INTEL CORPORATION | $26.17万 | 0.03% | 1,874 | 1,874 | — | $26.17万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY FUND | $26.05万 | 0.03% | 1,370 | -58 | -4.1% | -$1.10万 | 减仓 |
| — | EA SERIES TRUST CAMBRIA GLOBAL E | $25.79万 | 0.02% | 5,041 | 5,041 | — | $25.79万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $25.75万 | 0.02% | 2,669 | 8 | 0.3% | $772 | 加仓 |
| LOW | LOWE'S COMPANIES INC | $25.74万 | 0.02% | 1,167 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.67万 | 0.02% | 1,519 | 10 | 0.7% | $1,690 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $25.59万 | 0.02% | 2,869 | 2,869 | — | $25.59万 | 新建仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $25.53万 | 0.02% | 5,389 | 5,389 | — | $25.53万 | 新建仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $25.15万 | 0.02% | 126 | 126 | — | $25.15万 | 新建仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $24.97万 | 0.02% | 2,077 | -303 | -12.7% | -$3.64万 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $23.77万 | 0.02% | 4,278 | 4,278 | — | $23.77万 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF | $23.69万 | 0.02% | 4,879 | 25 | 0.5% | $1,214 | 加仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $23.65万 | 0.02% | 3,992 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $23.45万 | 0.02% | 2,800 | 2,800 | — | $23.45万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $23.28万 | 0.02% | 2,352 | 6 | 0.3% | $594 | 加仓 |
| ETN | EATON CORPORATION PLC | $22.27万 | 0.02% | 523 | 523 | — | $22.27万 | 新建仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $22.22万 | 0.02% | 5,729 | -49 | -0.8% | -$1,901 | 减仓 |
| ALLY | ALLY FINL INC COM | $22.04万 | 0.02% | 4,796 | -1,027 | -17.6% | -$4.72万 | 重新持有 |
| MPC | MARATHON PETROLEUM CORP | $21.71万 | 0.02% | 849 | -99 | -10.4% | -$2.53万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $21.59万 | 0.02% | 1,048 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $21.38万 | 0.02% | 1,747 | 1,747 | — | $21.38万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $21.37万 | 0.02% | 1,806 | 5 | 0.3% | $592 | 加仓 |
| GPIQ | NASDAQ-100 CORE PREMIUM INCOME ETF | $21.22万 | 0.02% | 3,578 | 3,578 | — | $21.22万 | 新建仓 |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETF | $21.13万 | 0.02% | 1,885 | 1,885 | — | $21.13万 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $20.88万 | 0.02% | 2,416 | -1,915 | -44.2% | -$16.55万 | 减仓 |
| TM | TOYOTA MOTOR CORP SP ADR REP2COM | $20.77万 | 0.02% | 1,233 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES COHEN & STEERS REIT ETF | $20.60万 | 0.02% | 3,046 | 3,046 | — | $20.60万 | 新建仓 |
| F | FORD MOTOR COMPANY | $20.54万 | 0.02% | 14,780 | 63 | 0.4% | $876 | 加仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $20.16万 | 0.02% | 3,181 | 3,181 | — | $20.16万 | 新建仓 |
| HYT | BLACKROCK CORPORATE HIGH YIELD FUND | $12.45万 | 0.01% | 14,548 | -6,095 | -29.5% | -$5.22万 | 减仓 |
| — | PINSTRIPES HOLDINGS INC CL A COM | $1 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $0 | 0.00% | 0 | -10,772 | -100.0% | -$182.76万 | 清仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -2,961 | -100.0% | -$37.94万 | 清仓 |
| ACN | ACCENTURE PLC | $0 | 0.00% | 0 | -1,606 | -100.0% | -$31.85万 | 清仓 |
| DOW | DOW JONES INDUSTRIAL AVERAGE | $0 | 0.00% | 0 | -7,113 | -100.0% | -$29.63万 | 清仓 |