Apella Capital, LLC
WEST HARTFORD CT · SEC CIK 0001801507
$67.46亿2026Q1 申报市值
685持仓数
33.5%前十大占比 · 第一大 9.8%
161 / 10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
DFAU 加仓+$1.00亿
DFCF 加仓+$7,701.67万
DIMENSIONAL ETF 加仓+$7,616.48万
DFUS 加仓+$7,402.66万
DIMENSIONAL ETF 加仓+$5,097.20万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$616.08万
BNDX 减仓-$523.79万
IVW 减仓-$306.80万
VOOG 减仓-$246.93万
IWV 减仓-$244.47万
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 |
|---|---|---|---|---|---|---|---|---|
| BITB | BITWISE BITCOIN ETF TR | $25.54万 | 0.00% | 6,069 | 6,069 | — | $25.54万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $25.80万 | 0.00% | 2,070 | -526 | -20.3% | -$6.56万 | 减仓 |
| IGIB | ISHARES TR | $25.81万 | 0.00% | 4,805 | 90 | 1.9% | $4,834 | 加仓 |
| MINT | PIMCO ETF TR | $25.86万 | 0.00% | 2,572 | 314 | 13.9% | $3.16万 | 加仓 |
| CRWV | COREWEAVE INC | $26.09万 | 0.00% | 2,233 | 2,233 | — | $26.09万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $26.16万 | 0.00% | 2,390 | 2,390 | — | $26.16万 | 新建仓 |
| SAP | SAP SE | $26.37万 | 0.00% | 1,455 | 22 | 1.5% | $3,987 | 加仓 |
| NEM | NEWMONT CORP | $26.42万 | 0.00% | 2,268 | 70 | 3.2% | $8,154 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $26.43万 | 0.00% | 2,864 | 664 | 30.2% | $6.13万 | 重新持有 |
| EXC | EXELON CORP | $26.51万 | 0.00% | 5,639 | 1,041 | 22.6% | $4.89万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.60万 | 0.00% | 1,012 | 1,012 | — | $26.60万 | 新建仓 |
| OKE | ONEOK INC NEW | $26.66万 | 0.00% | 3,192 | 3,192 | — | $26.66万 | 新建仓 |
| URI | UNITED RENTALS INC | $26.76万 | 0.00% | 336 | 6 | 1.8% | $4,778 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.87万 | 0.00% | 4,007 | 86 | 2.2% | $5,766 | 加仓 |
| J | JACOBS SOLUTIONS INC | $26.91万 | 0.00% | 2,087 | 11 | 0.5% | $1,418 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $27.36万 | 0.00% | 2,432 | -138 | -5.4% | -$1.55万 | 减仓 |
| MFC | MANULIFE FINL CORP | $27.36万 | 0.00% | 7,050 | 7,050 | — | $27.36万 | 新建仓 |
| SLB | SLB LIMITED | $27.48万 | 0.00% | 5,218 | 5,218 | — | $27.48万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $27.59万 | 0.00% | 10,261 | 10,261 | — | $27.59万 | 新建仓 |
| PHM | PULTE GROUP INC | $27.62万 | 0.00% | 2,183 | 15 | 0.7% | $1,898 | 加仓 |
| GLPI | GAMING & LEISURE P | $27.65万 | 0.00% | 5,792 | 58 | 1.0% | $2,768 | 加仓 |
| BLOK | AMPLIFY ETF TR | $27.68万 | 0.00% | 4,563 | 478 | 11.7% | $2.90万 | 加仓 |
| EMLC | VANECK ETF TRUST | $27.71万 | 0.00% | 10,620 | 182 | 1.7% | $4,748 | 加仓 |
| IUSV | ISHARES TR | $27.71万 | 0.00% | 2,588 | 2,588 | — | $27.71万 | 新建仓 |
| IVLU | ISHARES TR | $27.87万 | 0.00% | 6,616 | 472 | 7.7% | $1.99万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $28.43万 | 0.00% | 42,250 | -130 | -0.3% | -$875 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.44万 | 0.00% | 1,447 | 1,447 | — | $28.44万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $28.47万 | 0.00% | 614 | 3 | 0.5% | $1,391 | 重新持有 |
| IJJ | ISHARES TR | $28.63万 | 0.00% | 2,024 | 2,024 | — | $28.63万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $28.73万 | 0.00% | 6,459 | 429 | 7.1% | $1.91万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $28.74万 | 0.00% | 728 | 728 | — | $28.74万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $28.91万 | 0.00% | 2,428 | 2,428 | — | $28.91万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $28.94万 | 0.00% | 3,684 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $28.98万 | 0.00% | 4,337 | 225 | 5.5% | $1.50万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $29.06万 | 0.00% | 3,518 | 1 | 0.0% | $83 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $29.14万 | 0.00% | 6,330 | -143 | -2.2% | -$6,584 | 减仓 |
| SNPS | SYNOPSYS INC | $29.22万 | 0.00% | 650 | 78 | 13.6% | $3.51万 | 加仓 |
| MPC | MARATHON PETE CORP | $29.53万 | 0.00% | 1,382 | 1,382 | — | $29.53万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $29.74万 | 0.00% | 1,452 | 1,452 | — | $29.74万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.94万 | 0.00% | 1,386 | 1,386 | — | $29.94万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $30.28万 | 0.00% | 2,979 | 106 | 3.7% | $1.08万 | 加仓 |
| SRE | SEMPRA | $30.41万 | 0.00% | 3,234 | 598 | 22.7% | $5.62万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.41万 | 0.00% | 2,887 | 7 | 0.2% | $737 | 加仓 |
| USB | US BANCORP | $30.44万 | 0.00% | 5,347 | 651 | 13.9% | $3.71万 | 加仓 |
| HPQ | HP INC | $30.55万 | 0.00% | 15,366 | 2,107 | 15.9% | $4.19万 | 加仓 |
| BOND | PIMCO ETF TR | $30.62万 | 0.00% | 3,290 | -133 | -3.9% | -$1.24万 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $30.79万 | 0.00% | 4,593 | 4,593 | — | $30.79万 | 新建仓 |
| MDT | MEDTRONIC PLC | $30.86万 | 0.00% | 3,580 | 3,580 | — | $30.86万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $30.91万 | 0.00% | 410 | 410 | — | $30.91万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $31.02万 | 0.00% | 6,328 | 6,328 | — | $31.02万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $31.05万 | 0.00% | 3,142 | -895 | -22.2% | -$8.84万 | 减仓 |
| MLI | MUELLER INDS INC | $31.12万 | 0.00% | 2,548 | 2,548 | — | $31.12万 | 新建仓 |
| IWP | ISHARES TR | $31.13万 | 0.00% | 2,260 | 2,260 | — | $31.13万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $31.16万 | 0.00% | 4,344 | 627 | 16.9% | $4.50万 | 加仓 |
| USFR | WISDOMTREE TR | $31.39万 | 0.00% | 6,225 | 270 | 4.5% | $1.36万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $31.40万 | 0.00% | 2,281 | 2,281 | — | $31.40万 | 新建仓 |
| IXUS | ISHARES TR | $31.53万 | 0.00% | 3,346 | 637 | 23.5% | $6.00万 | 加仓 |
| SHOP | SHOPIFY INC | $31.64万 | 0.00% | 2,413 | 1,114 | 85.8% | $14.61万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $31.69万 | 0.00% | 12,000 | 12,000 | — | $31.69万 | 新建仓 |
| COR | CENCORA INC | $31.78万 | 0.00% | 970 | 87 | 9.9% | $2.85万 | 加仓 |
| STIP | ISHARES TR | $31.83万 | 0.00% | 3,069 | 3,069 | — | $31.83万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $32.01万 | 0.00% | 4,861 | 155 | 3.3% | $1.02万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $32.32万 | 0.00% | 6,706 | 171 | 2.6% | $8,242 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $32.39万 | 0.00% | 24,082 | 24,082 | — | $32.39万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $32.74万 | 0.00% | 8,395 | 141 | 1.7% | $5,499 | 加仓 |
| AON | AON PLC | $32.92万 | 0.00% | 992 | 193 | 24.2% | $6.40万 | 加仓 |
| SPGI | S&P GLOBAL INC | $33.16万 | 0.00% | 749 | 337 | 81.8% | $14.92万 | 加仓 |
| DTM | DT MIDSTREAM INC | $33.50万 | 0.00% | 2,496 | 2,496 | — | $33.50万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $33.84万 | 0.01% | 1,670 | 1,670 | — | $33.84万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.85万 | 0.01% | 4,157 | 1,177 | 39.5% | $9.58万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $33.87万 | 0.01% | 3,947 | 3,947 | — | $33.87万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $33.88万 | 0.01% | 379 | 379 | — | $33.88万 | 新建仓 |
| CI | THE CIGNA GROUP | $34.22万 | 0.01% | 1,228 | 205 | 20.0% | $5.71万 | 加仓 |
| HYD | VANECK ETF TRUST | $34.29万 | 0.01% | 6,700 | 2,057 | 44.3% | $10.53万 | 加仓 |
| SHEL | SHELL PLC | $35.54万 | 0.01% | 4,047 | 513 | 14.5% | $4.50万 | 加仓 |
| MBB | ISHARES TR | $35.81万 | 0.01% | 3,748 | 459 | 14.0% | $4.39万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $35.86万 | 0.01% | 3,340 | 1,043 | 45.4% | $11.20万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $35.91万 | 0.01% | 31,472 | 31,472 | — | $35.91万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.12万 | 0.01% | 4,837 | 4,837 | — | $36.12万 | 新建仓 |
| AYI | ACUITY INC | $36.17万 | 0.01% | 1,236 | 7 | 0.6% | $2,048 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $36.26万 | 0.01% | 14,879 | 0 | 0.0% | — | 不变 |
| IBTP | ISHARES TR | $37.08万 | 0.01% | 14,397 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $37.09万 | 0.01% | 1,571 | 198 | 14.4% | $4.67万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $37.22万 | 0.01% | 7,605 | 7,605 | — | $37.22万 | 新建仓 |
| RY | ROYAL BK CDA | $37.31万 | 0.01% | 2,091 | 275 | 15.1% | $4.91万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $37.42万 | 0.01% | 820 | 54 | 7.0% | $2.46万 | 加仓 |
| — | NUSHARES ETF TR | $37.59万 | 0.01% | 16,108 | 16,108 | — | $37.59万 | 新建仓 |
| DOL | WISDOMTREE TR | $37.85万 | 0.01% | 5,203 | 5,203 | — | $37.85万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $37.87万 | 0.01% | 7,619 | -3,651 | -32.4% | -$18.15万 | 减仓 |
| NKE | NIKE INC | $38.04万 | 0.01% | 8,265 | 834 | 11.2% | $3.84万 | 加仓 |
| GIS | GENERAL MILLS INC | $38.34万 | 0.01% | 10,801 | 1,716 | 18.9% | $6.09万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.63万 | 0.01% | 1,871 | 657 | 54.1% | $13.57万 | 加仓 |
| XEL | XCEL ENERGY INC | $38.89万 | 0.01% | 4,797 | 677 | 16.4% | $5.49万 | 加仓 |
| ES | EVERSOURCE ENERGY | $39.38万 | 0.01% | 5,686 | 1,236 | 27.8% | $8.56万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.44万 | 0.01% | 1,449 | 268 | 22.7% | $7.30万 | 加仓 |
| EUSB | ISHARES TR | $39.78万 | 0.01% | 9,080 | 9,080 | — | $39.78万 | 新建仓 |
| TFLO | ISHARES TR | $39.79万 | 0.01% | 7,867 | 7,867 | — | $39.79万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $39.86万 | 0.01% | 7,410 | 391 | 5.6% | $2.10万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $40.05万 | 0.01% | 35,446 | 883 | 2.6% | $9,978 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $40.31万 | 0.01% | 1,340 | 458 | 51.9% | $13.78万 | 加仓 |