Apella Capital, LLC
WEST HARTFORD CT · SEC CIK 0001801507
$70.81亿2026Q2 申报市值
716持仓数
33.5%前十大占比 · 第一大 10.1%
57 / 27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
DIMENSIONAL ETF 加仓+$1,709.80万
DFNM 加仓+$1,307.17万
IUSB 加仓+$1,191.46万
DFCF 加仓+$1,088.21万
SPAB 加仓+$1,054.51万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$893.00万
NVDA 减仓-$710.09万
BSV 减仓-$590.75万
UAL 减仓-$448.64万
DIMENSIONAL ETF 减仓-$382.30万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.46万 | 0.00% | 2,669 | 122 | 4.8% | $1.03万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $22.58万 | 0.00% | 7,029 | 34 | 0.5% | $1,092 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $22.70万 | 0.00% | 784 | 56 | 7.7% | $1.62万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $22.83万 | 0.00% | 1,026 | 7 | 0.7% | $1,558 | 加仓 |
| CAC | CAMDEN NATL CORP | $22.92万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $22.95万 | 0.00% | 33,023 | -10,000 | -23.2% | -$6.95万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $22.99万 | 0.00% | 432 | 432 | — | $22.99万 | 新建仓 |
| ACWI | ISHARES TR | $23.14万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $23.33万 | 0.00% | 600 | 600 | — | $23.33万 | 新建仓 |
| NEM | NEWMONT CORP | $23.35万 | 0.00% | 2,457 | 189 | 8.3% | $1.80万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.39万 | 0.00% | 12,624 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $23.73万 | 0.00% | 2,060 | 104 | 5.3% | $1.20万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.90万 | 0.00% | 644 | 644 | — | $23.90万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $24.06万 | 0.00% | 2,610 | 2,610 | — | $24.06万 | 新建仓 |
| MINT | PIMCO ETF TR | $24.21万 | 0.00% | 2,408 | -164 | -6.4% | -$1.65万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.28万 | 0.00% | 1,892 | -34,965 | -94.9% | -$448.64万 | 减仓 |
| PSA | PUBLIC STORAGE | $24.42万 | 0.00% | 743 | 69 | 10.2% | $2.27万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.47万 | 0.00% | 867 | 157 | 22.1% | $4.43万 | 加仓 |
| PLD | PROLOGIS INC. | $24.56万 | 0.00% | 1,710 | 270 | 18.8% | $3.88万 | 加仓 |
| IQV | IQVIA HLDGS INC | $24.57万 | 0.00% | 1,180 | -16 | -1.3% | -$3,332 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $24.62万 | 0.00% | 400 | 400 | — | $24.62万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.89万 | 0.00% | 2,086 | 16 | 0.8% | $1,909 | 加仓 |
| B | BARRICK MNG CORP | $24.91万 | 0.00% | 6,757 | 6,757 | — | $24.91万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $25.32万 | 0.00% | 1,388 | 81 | 6.2% | $1.48万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $25.32万 | 0.00% | 1,134 | 1,134 | — | $25.32万 | 新建仓 |
| IGIB | ISHARES TR | $25.33万 | 0.00% | 4,805 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $25.41万 | 0.00% | 582 | -68 | -10.5% | -$2.97万 | 减仓 |
| VDE | VANGUARD WORLD FD | $25.48万 | 0.00% | 1,651 | 117 | 7.6% | $1.81万 | 加仓 |
| SLB | SLB LIMITED | $25.48万 | 0.00% | 5,489 | 271 | 5.2% | $1.26万 | 加仓 |
| XME | SPDR SERIES TRUST | $25.53万 | 0.00% | 2,492 | 611 | 32.5% | $6.26万 | 加仓 |
| GLPI | GAMING & LEISURE P | $26.01万 | 0.00% | 5,903 | 111 | 1.9% | $4,892 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $26.20万 | 0.00% | 2,470 | 38 | 1.6% | $4,031 | 加仓 |
| MTB | M & T BK CORP | $26.40万 | 0.00% | 1,101 | 29 | 2.7% | $6,953 | 加仓 |
| ARTY | ISHARES TR | $26.49万 | 0.00% | 3,787 | -28 | -0.7% | -$1,958 | 减仓 |
| COHR | COHERENT CORP | $26.52万 | 0.00% | 844 | 161 | 23.6% | $5.06万 | 加仓 |
| GWW | WW GRAINGER INC | $26.86万 | 0.00% | 198 | 18 | 10.0% | $2.44万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.02万 | 0.00% | 1,935 | 1,935 | — | $27.02万 | 新建仓 |
| SAP | SAP SE | $27.04万 | 0.00% | 1,661 | 206 | 14.2% | $3.35万 | 加仓 |
| USFR | WISDOMTREE TR | $27.37万 | 0.00% | 5,431 | -794 | -12.8% | -$4.00万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $27.50万 | 0.00% | 2,111 | 24 | 1.1% | $3,127 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $27.53万 | 0.00% | 2,390 | 0 | 0.0% | — | 不变 |
| NASA | TEMA ETF TRUST | $27.65万 | 0.00% | 10,277 | 10,277 | — | $27.65万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.76万 | 0.00% | 1,022 | 10 | 1.0% | $2,717 | 加仓 |
| SHOP | SHOPIFY INC | $27.84万 | 0.00% | 2,285 | -128 | -5.3% | -$1.56万 | 减仓 |
| IVLU | ISHARES TR | $28.04万 | 0.00% | 6,616 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $28.08万 | 0.00% | 9,865 | 1,256 | 14.6% | $3.57万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $28.12万 | 0.00% | 4,563 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $28.18万 | 0.00% | 11,061 | 441 | 4.2% | $1.12万 | 加仓 |
| EXC | EXELON CORP | $28.18万 | 0.00% | 5,925 | 286 | 5.1% | $1.36万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $28.43万 | 0.00% | 6,332 | -127 | -2.0% | -$5,701 | 减仓 |
| AZN | ASTRAZENECA PLC | $28.47万 | 0.00% | 1,474 | 22 | 1.5% | $4,249 | 加仓 |
| SJNK | SPDR SERIES TRUST | $28.48万 | 0.00% | 11,416 | 11,416 | — | $28.48万 | 新建仓 |
| MLI | MUELLER INDS INC | $28.66万 | 0.00% | 5,148 | 2,600 | 102.0% | $14.47万 | 加仓 |
| OFG | OFG BANCORP | $28.68万 | 0.00% | 5,750 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $28.74万 | 0.00% | 3,428 | -152 | -4.2% | -$1.27万 | 减仓 |
| PHM | PULTE GROUP INC | $28.95万 | 0.00% | 2,228 | 45 | 2.1% | $5,846 | 加仓 |
| OKE | ONEOK INC NEW | $28.95万 | 0.00% | 3,193 | 1 | 0.0% | $91 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.12万 | 0.00% | 2,856 | -8 | -0.3% | -$816 | 减仓 |
| LII | LENNOX INTL INC | $29.35万 | 0.00% | 527 | 11 | 2.1% | $6,126 | 加仓 |
| IJJ | ISHARES TR | $29.55万 | 0.00% | 2,024 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $29.61万 | 0.00% | 2,648 | 60 | 2.3% | $6,710 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $30.00万 | 0.00% | 5,180 | 140 | 2.8% | $8,109 | 加仓 |
| COR | CENCORA INC | $30.09万 | 0.00% | 988 | 18 | 1.9% | $5,481 | 加仓 |
| BOND | PIMCO ETF TR | $30.22万 | 0.00% | 3,305 | 15 | 0.5% | $1,372 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.51万 | 0.00% | 6,706 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $30.64万 | 0.00% | 182 | 182 | — | $30.64万 | 新建仓 |
| WRB | BERKLEY W R CORP | $30.64万 | 0.00% | 4,283 | -54 | -1.2% | -$3,863 | 减仓 |
| EME | EMCOR GROUP INC | $30.78万 | 0.00% | 401 | 401 | — | $30.78万 | 新建仓 |
| SRE | SEMPRA | $30.95万 | 0.00% | 3,272 | 38 | 1.2% | $3,594 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $31.12万 | 0.00% | 3,453 | -65 | -1.8% | -$5,858 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.39万 | 0.00% | 4,274 | 117 | 2.8% | $8,592 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.49万 | 0.00% | 603 | 603 | — | $31.49万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $31.61万 | 0.00% | 4,892 | 31 | 0.6% | $2,003 | 加仓 |
| IXUS | ISHARES TR | $31.75万 | 0.00% | 3,358 | 12 | 0.4% | $1,135 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.80万 | 0.00% | 1,378 | 1,378 | — | $31.80万 | 新建仓 |
| PWR | QUANTA SVCS INC | $32.05万 | 0.00% | 488 | 103 | 26.8% | $6.76万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $32.19万 | 0.00% | 4,116 | 109 | 2.7% | $8,525 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.85万 | 0.00% | 2,409 | 128 | 5.6% | $1.75万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $33.13万 | 0.00% | 4,593 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.40万 | 0.00% | 1,143 | 329 | 40.4% | $9.61万 | 加仓 |
| IWP | ISHARES TR | $33.85万 | 0.00% | 2,385 | 125 | 5.5% | $1.77万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $34.09万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $34.96万 | 0.00% | 6,795 | 95 | 1.4% | $4,888 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.15万 | 0.00% | 3,044 | 65 | 2.2% | $7,505 | 加仓 |
| STIP | ISHARES TR | $35.30万 | 0.00% | 3,484 | 415 | 13.5% | $4.20万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $35.56万 | 0.01% | 3,167 | -173 | -5.2% | -$1.94万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $35.59万 | 0.01% | 9,106 | 711 | 8.5% | $2.78万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.79万 | 0.01% | 1,493 | 1,493 | — | $35.79万 | 新建仓 |
| AON | AON PLC | $35.84万 | 0.01% | 996 | 4 | 0.4% | $1,439 | 加仓 |
| HPQ | HP INC | $35.89万 | 0.01% | 15,633 | 267 | 1.7% | $6,130 | 加仓 |
| VAW | VANGUARD WORLD FD | $35.93万 | 0.01% | 1,569 | -2 | -0.1% | -$458 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $35.99万 | 0.01% | 2,964 | 77 | 2.7% | $9,350 | 加仓 |
| USB | US BANCORP | $36.02万 | 0.01% | 5,727 | 380 | 7.1% | $2.39万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $36.16万 | 0.01% | 24,058 | -24 | -0.1% | -$361 | 减仓 |
| IBTP | ISHARES TR | $36.23万 | 0.01% | 14,397 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $36.47万 | 0.01% | 14,879 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $36.52万 | 0.01% | 628 | 116 | 22.7% | $6.75万 | 加仓 |
| SHV | ISHARES TR | $36.57万 | 0.01% | 3,321 | -578 | -14.8% | -$6.36万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $36.69万 | 0.01% | 3,198 | 56 | 1.8% | $6,425 | 加仓 |
| MBB | ISHARES TR | $36.73万 | 0.01% | 3,914 | 166 | 4.4% | $1.56万 | 加仓 |