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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | $7,248.04万 | 7.85% | 165,939 | -289,322 | -63.6% | -$1.26亿 | 减仓 |
| VTV | VANGUARD VALUE ETF | $5,356.39万 | 5.80% | 273,007 | 25,833 | 10.5% | $506.84万 | 加仓 |
| MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | $4,634.49万 | 5.02% | 479,270 | -86,287 | -15.3% | -$834.39万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $4,288.18万 | 4.64% | 1,103,495 | 71,015 | 6.9% | $275.96万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,026.47万 | 4.36% | 628,350 | -41,638 | -6.2% | -$266.82万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $3,518.24万 | 3.81% | 477,762 | -123,460 | -20.5% | -$909.16万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $3,460.05万 | 3.75% | 1,018,559 | 58,323 | 6.1% | $198.12万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2,704.55万 | 2.93% | 239,108 | -3,422 | -1.4% | -$38.71万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,209.20万 | 2.39% | 115,176 | -5,431 | -4.5% | -$104.17万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2,192.81万 | 2.37% | 103,851 | -716 | -0.7% | -$15.12万 | 减仓 |
| AAPL | APPLE INC | $2,095.94万 | 2.27% | 82,586 | -649 | -0.8% | -$16.47万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1,757.50万 | 1.90% | 595,965 | 18,466 | 3.2% | $54.46万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $1,749.37万 | 1.89% | 81,343 | -1,805 | -2.2% | -$38.82万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $1,714.08万 | 1.86% | 615,469 | -238,383 | -27.9% | -$663.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $1,665.44万 | 1.80% | 34,755 | 160 | 0.5% | $7.67万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,626.49万 | 1.76% | 56,636 | 2,646 | 4.9% | $75.99万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $1,423.14万 | 1.54% | 290,873 | 6,541 | 2.3% | $32.00万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1,218.87万 | 1.32% | 151,262 | 147,633 | 4,068.1% | $1,189.63万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1,098.18万 | 1.19% | 109,196 | 31,817 | 41.1% | $319.98万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,096.29万 | 1.19% | 357,330 | 14,181 | 4.1% | $43.51万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1,013.73万 | 1.10% | 307,658 | 307,658 | — | $1,013.73万 | 新建仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $999.77万 | 1.08% | 127,505 | -15,257 | -10.7% | -$119.63万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $970.65万 | 1.05% | 87,865 | 2,618 | 3.1% | $28.92万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $845.53万 | 0.92% | 290,262 | -9,489 | -3.2% | -$27.64万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $690.96万 | 0.75% | 269,483 | -31,315 | -10.4% | -$80.29万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $672.98万 | 0.73% | 134,623 | 25,646 | 23.5% | $128.20万 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $620.10万 | 0.67% | 47,246 | -475 | -1.0% | -$6.23万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $592.42万 | 0.64% | 104,523 | 4,807 | 4.8% | $27.25万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $558.87万 | 0.60% | 183,236 | -5,810 | -3.1% | -$17.72万 | 减仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $543.62万 | 0.59% | 100,503 | 1,483 | 1.5% | $8.02万 | 加仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $515.92万 | 0.56% | 51,494 | 5,571 | 12.1% | $55.82万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $510.92万 | 0.55% | 58,165 | -1,095 | -1.8% | -$9.62万 | 减仓 |
| — | MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF | $505.50万 | 0.55% | 192,598 | 4,050 | 2.1% | $10.63万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $477.45万 | 0.52% | 64,216 | -5,973 | -8.5% | -$44.41万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $467.62万 | 0.51% | 188,939 | -3,402 | -1.8% | -$8.42万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $456.67万 | 0.49% | 86,936 | 1,184 | 1.4% | $6.22万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $447.78万 | 0.48% | 82,846 | -5,389 | -6.1% | -$29.13万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $439.70万 | 0.48% | 32,398 | -103 | -0.3% | -$1.40万 | 减仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $438.40万 | 0.47% | 197,082 | -24,252 | -11.0% | -$53.95万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $432.29万 | 0.47% | 19,898 | 12 | 0.1% | $2,607 | 加仓 |
| RUNN | RUNNING OAK EFFICIENT GROWTH ETF | $430.76万 | 0.47% | 133,736 | 5,796 | 4.5% | $18.67万 | 加仓 |
| — | MATTHEWS PACIFIC TIGER ACTIVE ETF | $427.19万 | 0.46% | 122,627 | 911 | 0.7% | $3.17万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $419.75万 | 0.45% | 11,339 | 57 | 0.5% | $2.11万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $413.94万 | 0.45% | 6,337 | -578 | -8.4% | -$37.76万 | 减仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $387.56万 | 0.42% | 122,412 | 7,381 | 6.4% | $23.37万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $377.75万 | 0.41% | 55,939 | 179 | 0.3% | $1.21万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $365.15万 | 0.40% | 157,257 | 16 | 0.0% | $372 | 加仓 |
| SPY | SPDR S&P 500 ETF | $356.26万 | 0.39% | 5,478 | -209 | -3.7% | -$13.59万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $342.17万 | 0.37% | 117,665 | -14,858 | -11.2% | -$43.21万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $334.57万 | 0.36% | 9,026 | 3 | 0.0% | $1,112 | 加仓 |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | $329.34万 | 0.36% | 128,547 | 5,365 | 4.4% | $13.75万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $319.68万 | 0.35% | 36,138 | 280 | 0.8% | $2.48万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $317.99万 | 0.34% | 17,528 | -51,734 | -74.7% | -$938.54万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $309.62万 | 0.34% | 12,485 | -67 | -0.5% | -$1.66万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $274.59万 | 0.30% | 22,089 | -257 | -1.2% | -$3.19万 | 减仓 |
| QQQ | INVESCO QQQ | $270.80万 | 0.29% | 4,692 | -193 | -4.0% | -$11.14万 | 减仓 |
| IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | $270.02万 | 0.29% | 64,827 | -1,290 | -2.0% | -$5.37万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $267.04万 | 0.29% | 8,324 | 290 | 3.6% | $9.30万 | 加仓 |
| AMZN | AMAZON.COM INC | $265.59万 | 0.29% | 12,752 | 449 | 3.6% | $9.35万 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $264.25万 | 0.29% | 27,178 | -286 | -1.0% | -$2.78万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $261.86万 | 0.28% | 24,669 | 169 | 0.7% | $1.79万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PARTNERS LP | $261.84万 | 0.28% | 72,491 | -861 | -1.2% | -$3.11万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $256.50万 | 0.28% | 16,537 | -424 | -2.5% | -$6.58万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $255.44万 | 0.28% | 71,893 | 4,086 | 6.0% | $14.52万 | 加仓 |
| AOR | ISHARES CORE GROWTH ALLOCATION ETF | $247.58万 | 0.27% | 38,473 | 76 | 0.2% | $4,891 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $245.32万 | 0.27% | 22,027 | -423 | -1.9% | -$4.71万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $240.69万 | 0.26% | 27,135 | -2,752 | -9.2% | -$24.41万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $236.89万 | 0.26% | 6,644 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $233.46万 | 0.25% | 46,795 | 9,635 | 25.9% | $48.07万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $230.44万 | 0.25% | 51,072 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $227.91万 | 0.25% | 75,484 | 104 | 0.1% | $3,140 | 加仓 |
| IUSV | ISHARES CORE S&P U.S. VALUE ETF | $225.80万 | 0.24% | 22,083 | 67 | 0.3% | $6,851 | 加仓 |
| NVDA | NVIDIA CORPORATION | $221.17万 | 0.24% | 12,682 | 261 | 2.1% | $4.55万 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $208.67万 | 0.23% | 58,067 | 72 | 0.1% | $2,587 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $208.63万 | 0.23% | 41,223 | 14,083 | 51.9% | $71.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $204.38万 | 0.22% | 6,948 | 83 | 1.2% | $2.44万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $204.30万 | 0.22% | 21,034 | 217 | 1.0% | $2.11万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $198.11万 | 0.21% | 10,323 | -178 | -1.7% | -$3.42万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF | $195.50万 | 0.21% | 51,097 | 4,149 | 8.8% | $15.87万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $190.21万 | 0.21% | 7,262 | -72 | -1.0% | -$1.89万 | 减仓 |
| MMM | 3M CO | $186.79万 | 0.20% | 12,862 | -593 | -4.4% | -$8.61万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $182.76万 | 0.20% | 10,772 | 148 | 1.4% | $2.51万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $180.17万 | 0.20% | 35,791 | -2,230 | -5.9% | -$11.23万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $177.01万 | 0.19% | 19,553 | 70 | 0.4% | $6,337 | 加仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $176.27万 | 0.19% | 20,336 | 27 | 0.1% | $2,340 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $173.89万 | 0.19% | 2,492 | 68 | 2.8% | $4.75万 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $171.36万 | 0.19% | 2,835 | -24 | -0.8% | -$1.45万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $170.10万 | 0.18% | 5,628 | 39 | 0.7% | $1.18万 | 加仓 |
| MA | MASTERCARD INC | $170.01万 | 0.18% | 3,403 | -2 | -0.1% | -$999 | 减仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $165.14万 | 0.18% | 39,736 | -11,866 | -23.0% | -$49.32万 | 减仓 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $162.24万 | 0.18% | 35,619 | -10,967 | -23.5% | -$49.95万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF | $162.05万 | 0.18% | 49,969 | -1,013 | -2.0% | -$3.29万 | 减仓 |
| CAT | CATERPILLAR INC | $161.83万 | 0.18% | 2,284 | 3 | 0.1% | $2,126 | 加仓 |
| NOG | NORTHERN OIL & GAS, INC | $160.61万 | 0.17% | 54,947 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $158.63万 | 0.17% | 51,238 | -1,752 | -3.3% | -$5.42万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $157.28万 | 0.17% | 10,620 | 3,254 | 44.2% | $48.19万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $156.39万 | 0.17% | 30,676 | 10,391 | 51.2% | $52.97万 | 加仓 |
| V | VISA INC | $150.47万 | 0.16% | 4,978 | -6 | -0.1% | -$1,814 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $145.86万 | 0.16% | 2,441 | -2 | -0.1% | -$1,195 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $145.31万 | 0.16% | 5,280 | -284 | -5.1% | -$7.82万 | 减仓 |