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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $40.40万 | 0.01% | 5,520 | 1,186 | 27.4% | $8.68万 | 加仓 |
| BOTZ | GLOBAL X FDS | $40.42万 | 0.01% | 10,805 | 3,663 | 51.3% | $13.70万 | 加仓 |
| KKR | KKR & CO INC | $40.81万 | 0.01% | 3,939 | -7 | -0.2% | -$725 | 减仓 |
| AEE | AMEREN CORP | $41.11万 | 0.01% | 3,647 | 353 | 10.7% | $3.98万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $41.45万 | 0.01% | 8,838 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $41.53万 | 0.01% | 7,989 | 691 | 9.5% | $3.59万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.59万 | 0.01% | 886 | 886 | — | $41.59万 | 新建仓 |
| WMB | WILLIAMS COS INC | $41.65万 | 0.01% | 5,854 | 954 | 19.5% | $6.79万 | 加仓 |
| VST | VISTRA CORP | $41.76万 | 0.01% | 2,555 | 34 | 1.3% | $5,557 | 加仓 |
| CRH | CRH PLC | $42.06万 | 0.01% | 3,593 | 3,593 | — | $42.06万 | 新建仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $42.46万 | 0.01% | 8,557 | -932 | -9.8% | -$4.62万 | 减仓 |
| SHV | ISHARES TR | $43.00万 | 0.01% | 3,899 | -2,441 | -38.5% | -$26.92万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $43.19万 | 0.01% | 10,904 | 132 | 1.2% | $5,229 | 加仓 |
| FLRN | SPDR SERIES TRUST | $43.36万 | 0.01% | 14,111 | -356 | -2.5% | -$1.09万 | 减仓 |
| ENB | ENBRIDGE INC | $43.68万 | 0.01% | 8,293 | 8,293 | — | $43.68万 | 新建仓 |
| NVS | NOVARTIS AG | $44.20万 | 0.01% | 2,908 | 668 | 29.8% | $10.15万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $44.26万 | 0.01% | 18,556 | -31 | -0.2% | -$739 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $44.60万 | 0.01% | 5,833 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $44.85万 | 0.01% | 1,058 | 1,058 | — | $44.85万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $45.90万 | 0.01% | 1,104 | 459 | 71.2% | $19.08万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $46.31万 | 0.01% | 2,926 | 2,926 | — | $46.31万 | 新建仓 |
| AFL | AFLAC INC | $46.31万 | 0.01% | 4,044 | 1,498 | 58.8% | $17.16万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $46.47万 | 0.01% | 9,252 | 1,863 | 25.2% | $9.36万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $46.88万 | 0.01% | 7,471 | 42 | 0.6% | $2,635 | 加仓 |
| HSY | HERSHEY CO | $48.12万 | 0.01% | 2,498 | 78 | 3.2% | $1.50万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $49.00万 | 0.01% | 4,922 | 2,771 | 128.8% | $27.59万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $49.12万 | 0.01% | 2,443 | 102 | 4.4% | $2.05万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $49.23万 | 0.01% | 18,335 | -3,751 | -17.0% | -$10.07万 | 减仓 |
| HDV | ISHARES TR | $50.91万 | 0.01% | 3,801 | 3,801 | — | $50.91万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $50.98万 | 0.01% | 5,301 | -533 | -9.1% | -$5.13万 | 减仓 |
| MCK | MCKESSON CORP | $51.31万 | 0.01% | 592 | 247 | 71.6% | $21.41万 | 加仓 |
| F | FORD MTR CO | $51.39万 | 0.01% | 39,928 | 4,932 | 14.1% | $6.35万 | 加仓 |
| ADBE | ADOBE INC | $51.49万 | 0.01% | 2,107 | 588 | 38.7% | $14.37万 | 加仓 |
| DLS | WISDOMTREE TR | $51.69万 | 0.01% | 5,881 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $51.82万 | 0.01% | 1,749 | 211 | 13.7% | $6.25万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $52.10万 | 0.01% | 76,960 | 11,425 | 17.4% | $7.73万 | 加仓 |
| SMMU | PIMCO ETF TR | $52.29万 | 0.01% | 10,347 | -298 | -2.8% | -$1.51万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $52.34万 | 0.01% | 8,681 | 8,681 | — | $52.34万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $52.36万 | 0.01% | 1,731 | 1,731 | — | $52.36万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.69万 | 0.01% | 19,929 | 3,817 | 23.7% | $10.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $52.74万 | 0.01% | 6,823 | 1,877 | 37.9% | $14.51万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $53.31万 | 0.01% | 52,475 | 52,475 | — | $53.31万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $53.32万 | 0.01% | 1,915 | 791 | 70.4% | $22.02万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $53.93万 | 0.01% | 9,819 | 9,819 | — | $53.93万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $54.49万 | 0.01% | 3,656 | 535 | 17.1% | $7.97万 | 加仓 |
| BLK | BLACKROCK INC | $55.15万 | 0.01% | 524 | 293 | 126.8% | $30.84万 | 加仓 |
| PSX | PHILLIPS 66 | $55.19万 | 0.01% | 3,529 | 274 | 8.4% | $4.28万 | 加仓 |
| CB | CHUBB LTD SWITZ | $55.36万 | 0.01% | 1,673 | 805 | 92.7% | $26.64万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $55.52万 | 0.01% | 6,805 | 273 | 4.2% | $2.23万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $55.63万 | 0.01% | 7,360 | 7,360 | — | $55.63万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $55.69万 | 0.01% | 153,006 | 15,000 | 10.9% | $5.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $55.76万 | 0.01% | 2,745 | 1,001 | 57.4% | $20.33万 | 加仓 |
| USHY | ISHARES TR | $55.88万 | 0.01% | 14,984 | -2,660 | -15.1% | -$9.92万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $56.43万 | 0.01% | 11,077 | -5,384 | -32.7% | -$27.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $56.46万 | 0.01% | 10,261 | 3,707 | 56.6% | $20.40万 | 加仓 |
| WPC | WP CAREY INC | $56.79万 | 0.01% | 7,677 | 74 | 1.0% | $5,474 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $56.90万 | 0.01% | 9,279 | 2,517 | 37.2% | $15.43万 | 加仓 |
| NYF | ISHARES TR | $57.12万 | 0.01% | 10,632 | 280 | 2.7% | $1.50万 | 加仓 |
| IWO | ISHARES TR | $57.86万 | 0.01% | 1,624 | 1,624 | — | $57.86万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $57.91万 | 0.01% | 3,450 | 3,450 | — | $57.91万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $57.92万 | 0.01% | 4,177 | 157 | 3.9% | $2.18万 | 加仓 |
| DHR | DANAHER CORP DEL | $58.35万 | 0.01% | 2,996 | 667 | 28.6% | $12.99万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $58.46万 | 0.01% | 1,198 | 578 | 93.2% | $28.20万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $58.46万 | 0.01% | 2,973 | 2,973 | — | $58.46万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $58.82万 | 0.01% | 17,024 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $59.40万 | 0.01% | 1,719 | 194 | 12.7% | $6.70万 | 加仓 |
| VLUE | ISHARES TR | $59.52万 | 0.01% | 3,762 | 2 | 0.1% | $316 | 加仓 |
| KLAC | KLA CORP | $60.20万 | 0.01% | 336 | 96 | 40.0% | $17.20万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $60.46万 | 0.01% | 2,072 | 668 | 47.6% | $19.49万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $60.70万 | 0.01% | 7,495 | 62 | 0.8% | $5,021 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $60.81万 | 0.01% | 12,868 | 3 | 0.0% | $142 | 加仓 |
| APH | AMPHENOL CORP | $61.06万 | 0.01% | 4,042 | 1,762 | 77.3% | $26.62万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $61.20万 | 0.01% | 4,016 | 521 | 14.9% | $7.94万 | 加仓 |
| GLW | CORNING INC | $62.48万 | 0.01% | 3,801 | 316 | 9.1% | $5.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.60万 | 0.01% | 9,797 | -233 | -2.3% | -$1.49万 | 减仓 |
| APA | APA CORPORATION | $62.61万 | 0.01% | 17,519 | 17,519 | — | $62.61万 | 新建仓 |
| UGI | UGI CORP NEW | $63.34万 | 0.01% | 17,222 | -390 | -2.2% | -$1.43万 | 减仓 |
| VPU | VANGUARD WORLD FD | $63.41万 | 0.01% | 3,175 | -440 | -12.2% | -$8.79万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $65.27万 | 0.01% | 12,387 | -755 | -5.7% | -$3.98万 | 减仓 |
| IWS | ISHARES TR | $65.36万 | 0.01% | 4,192 | 593 | 16.5% | $9.25万 | 加仓 |
| EEM | ISHARES TR | $65.94万 | 0.01% | 10,361 | 2,981 | 40.4% | $18.97万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $65.96万 | 0.01% | 24,046 | 5,610 | 30.4% | $15.39万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $66.75万 | 0.01% | 18,553 | 1,930 | 11.6% | $6.94万 | 加仓 |
| TGT | TARGET CORP | $67.29万 | 0.01% | 5,264 | 5,264 | — | $67.29万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.05万 | 0.01% | 1,292 | 548 | 73.7% | $28.86万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $68.33万 | 0.01% | 15,551 | 2,792 | 21.9% | $12.27万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $68.47万 | 0.01% | 7,545 | 7,545 | — | $68.47万 | 新建仓 |
| GDX | VANECK ETF TRUST | $68.55万 | 0.01% | 6,832 | 1,910 | 38.8% | $19.16万 | 加仓 |
| IWY | ISHARES TR | $69.64万 | 0.01% | 2,504 | 739 | 41.9% | $20.55万 | 加仓 |
| LOW | LOWES COS INC | $70.80万 | 0.01% | 2,813 | 1,114 | 65.6% | $28.04万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $70.81万 | 0.01% | 33,689 | 33,689 | — | $70.81万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $71.63万 | 0.01% | 14,394 | -1,163 | -7.5% | -$5.79万 | 减仓 |
| YUM | YUM BRANDS INC | $72.48万 | 0.01% | 4,453 | 1,655 | 59.1% | $26.94万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $75.34万 | 0.01% | 22,317 | 632 | 2.9% | $2.13万 | 加仓 |
| DTE | DTE ENERGY CO | $75.53万 | 0.01% | 5,139 | 2,337 | 83.4% | $34.35万 | 加仓 |
| SLV | ISHARES SILVER TR | $76.21万 | 0.01% | 10,351 | 1,238 | 13.6% | $9.12万 | 加仓 |
| KR | KROGER CO | $76.35万 | 0.01% | 11,196 | 1,021 | 10.0% | $6.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $77.03万 | 0.01% | 12,802 | 4,549 | 55.1% | $27.37万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $77.52万 | 0.01% | 46,587 | -2,055 | -4.2% | -$3.42万 | 减仓 |
| ICLN | ISHARES TR | $77.67万 | 0.01% | 40,037 | 941 | 2.4% | $1.83万 | 加仓 |