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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $36.82万 | 0.01% | 7,124 | -286 | -3.9% | -$1.48万 | 减仓 |
| DTM | DT MIDSTREAM INC | $36.94万 | 0.01% | 2,528 | 32 | 1.3% | $4,675 | 加仓 |
| CI | THE CIGNA GROUP | $36.98万 | 0.01% | 1,290 | 62 | 5.0% | $1.78万 | 加仓 |
| PGR | PROGRESSIVE CORP | $37.09万 | 0.01% | 1,582 | -88 | -5.3% | -$2.06万 | 减仓 |
| — | NUSHARES ETF TR | $37.16万 | 0.01% | 16,108 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $37.21万 | 0.01% | 4,837 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $37.53万 | 0.01% | 1,409 | 27 | 2.0% | $7,191 | 加仓 |
| KKR | KKR & CO INC | $37.54万 | 0.01% | 3,946 | 7 | 0.2% | $666 | 加仓 |
| NKE | NIKE INC | $37.83万 | 0.01% | 8,756 | 491 | 5.9% | $2.12万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $37.96万 | 0.01% | 7,696 | 77 | 1.0% | $3,798 | 加仓 |
| URI | UNITED RENTALS INC | $38.26万 | 0.01% | 362 | 26 | 7.7% | $2.75万 | 加仓 |
| FTNT | FORTINET INC | $38.64万 | 0.01% | 2,435 | 2,435 | — | $38.64万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $38.67万 | 0.01% | 2,672 | 2,672 | — | $38.67万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $38.79万 | 0.01% | 555 | 176 | 46.4% | $12.30万 | 加仓 |
| SGOV | ISHARES TR | $38.81万 | 0.01% | 3,863 | 3,863 | — | $38.81万 | 新建仓 |
| XEL | XCEL ENERGY INC | $38.83万 | 0.01% | 4,813 | 16 | 0.3% | $1,291 | 加仓 |
| TGT | TARGET CORP | $38.91万 | 0.01% | 3,050 | -2,214 | -42.1% | -$28.24万 | 减仓 |
| DOL | WISDOMTREE TR | $39.01万 | 0.01% | 5,249 | 46 | 0.9% | $3,419 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.38万 | 0.01% | 1,453 | 4 | 0.3% | $1,084 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $39.51万 | 0.01% | 4,953 | 31 | 0.6% | $2,473 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.56万 | 0.01% | 2,647 | 2,647 | — | $39.56万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $39.59万 | 0.01% | 7,618 | 13 | 0.2% | $676 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $39.63万 | 0.01% | 2,178 | -49,072 | -95.8% | -$893.00万 | 减仓 |
| TFLO | ISHARES TR | $39.75万 | 0.01% | 7,867 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $39.95万 | 0.01% | 4,507 | 163 | 3.8% | $1.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.10万 | 0.01% | 1,976 | 105 | 5.6% | $2.13万 | 加仓 |
| CRH | CRH PLC | $40.65万 | 0.01% | 3,827 | 234 | 6.5% | $2.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $40.65万 | 0.01% | 491 | 58 | 13.4% | $4.80万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $40.69万 | 0.01% | 35,446 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $41.01万 | 0.01% | 8,838 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $41.14万 | 0.01% | 11,243 | 438 | 4.1% | $1.60万 | 加仓 |
| HACK | AMPLIFY ETF TR | $41.35万 | 0.01% | 3,769 | 85 | 2.3% | $9,326 | 加仓 |
| GIS | GENERAL MILLS INC | $41.36万 | 0.01% | 11,148 | 347 | 3.2% | $1.29万 | 加仓 |
| VST | VISTRA CORP | $41.40万 | 0.01% | 2,659 | 104 | 4.1% | $1.62万 | 加仓 |
| AEE | AMEREN CORP | $41.44万 | 0.01% | 3,622 | -25 | -0.7% | -$2,860 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $41.57万 | 0.01% | 4,375 | 428 | 10.8% | $4.07万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $41.66万 | 0.01% | 14,534 | 4,273 | 41.6% | $12.25万 | 加仓 |
| CCJ | CAMECO CORP | $41.87万 | 0.01% | 4,422 | 4,422 | — | $41.87万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.95万 | 0.01% | 622 | 8 | 1.3% | $5,395 | 加仓 |
| EUSB | ISHARES TR | $42.00万 | 0.01% | 9,735 | 655 | 7.2% | $2.83万 | 加仓 |
| AYI | ACUITY INC | $42.17万 | 0.01% | 1,243 | 7 | 0.6% | $2,375 | 加仓 |
| SPGI | S&P GLOBAL INC | $42.27万 | 0.01% | 953 | 204 | 27.2% | $9.05万 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $42.29万 | 0.01% | 7,987 | -570 | -6.7% | -$3.02万 | 减仓 |
| F | FORD MTR CO | $42.49万 | 0.01% | 31,332 | -8,596 | -21.5% | -$11.66万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $42.55万 | 0.01% | 838 | 18 | 2.2% | $9,139 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $42.94万 | 0.01% | 8,681 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $42.97万 | 0.01% | 8,522 | -52,216 | -86.0% | -$263.30万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.18万 | 0.01% | 1,801 | 52 | 3.0% | $1.25万 | 加仓 |
| ES | EVERSOURCE ENERGY | $43.39万 | 0.01% | 5,805 | 119 | 2.1% | $8,895 | 加仓 |
| FLRN | SPDR SERIES TRUST | $43.40万 | 0.01% | 14,102 | -9 | -0.1% | -$277 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.50万 | 0.01% | 8,211 | 222 | 2.8% | $1.18万 | 加仓 |
| HSY | HERSHEY CO | $44.53万 | 0.01% | 2,531 | 33 | 1.3% | $5,807 | 加仓 |
| WMB | WILLIAMS COS INC | $44.96万 | 0.01% | 5,988 | 134 | 2.3% | $1.01万 | 加仓 |
| RY | ROYAL BK CDA | $45.05万 | 0.01% | 2,155 | 64 | 3.1% | $1.34万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $45.09万 | 0.01% | 4,030 | 14 | 0.3% | $1,566 | 加仓 |
| ENB | ENBRIDGE INC | $45.31万 | 0.01% | 8,231 | -62 | -0.7% | -$3,413 | 减仓 |
| MFC | MANULIFE FINL CORP | $45.51万 | 0.01% | 10,993 | 3,943 | 55.9% | $16.32万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $45.89万 | 0.01% | 10,904 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $46.33万 | 0.01% | 5,650 | 1,603 | 39.6% | $13.14万 | 加仓 |
| NVS | NOVARTIS AG | $46.48万 | 0.01% | 2,960 | 52 | 1.8% | $8,166 | 加仓 |
| RITM | RITHM CAPITAL CORP | $47.08万 | 0.01% | 51,066 | -1,409 | -2.7% | -$1.30万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $47.52万 | 0.01% | 5,833 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $48.26万 | 0.01% | 5,518 | -2 | -0.0% | -$175 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $48.35万 | 0.01% | 1,407 | 67 | 5.0% | $2.30万 | 加仓 |
| DLS | WISDOMTREE TR | $48.38万 | 0.01% | 5,706 | -175 | -3.0% | -$1.48万 | 减仓 |
| GDX | VANECK ETF TRUST | $48.73万 | 0.01% | 6,432 | -400 | -5.9% | -$3.03万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $49.00万 | 0.01% | 18,675 | 340 | 1.9% | $8,921 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $49.03万 | 0.01% | 18,808 | 252 | 1.4% | $6,570 | 加仓 |
| MCK | MCKESSON CORP | $49.43万 | 0.01% | 612 | 20 | 3.4% | $1.62万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.67万 | 0.01% | 2,313 | -432 | -15.7% | -$9.28万 | 减仓 |
| AFL | AFLAC INC | $50.47万 | 0.01% | 4,154 | 110 | 2.7% | $1.34万 | 加仓 |
| DGRO | ISHARES TR | $50.56万 | 0.01% | 6,516 | 996 | 18.0% | $7.73万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $50.70万 | 0.01% | 2,479 | 36 | 1.5% | $7,363 | 加仓 |
| HCA | HCA HEALTHCARE INC | $50.94万 | 0.01% | 1,204 | 6 | 0.5% | $2,539 | 加仓 |
| NUE | NUCOR CORP | $51.42万 | 0.01% | 2,261 | 2,261 | — | $51.42万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $52.16万 | 0.01% | 20,796 | 20,796 | — | $52.16万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.53万 | 0.01% | 1,229 | 343 | 38.7% | $14.66万 | 加仓 |
| SDY | SPDR SERIES TRUST | $52.85万 | 0.01% | 3,396 | -260 | -7.1% | -$4.05万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $52.99万 | 0.01% | 7,497 | 26 | 0.3% | $1,838 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $53.02万 | 0.01% | 10,579 | 1,327 | 14.3% | $6.65万 | 加仓 |
| HDV | ISHARES TR | $53.26万 | 0.01% | 18,960 | -45 | -0.2% | -$1,264 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.70万 | 0.01% | 1,966 | 580 | 41.8% | $15.84万 | 加仓 |
| ADBE | ADOBE INC | $53.89万 | 0.01% | 2,433 | 326 | 15.5% | $7.22万 | 加仓 |
| WPC | WP CAREY INC | $53.93万 | 0.01% | 7,570 | -107 | -1.4% | -$7,623 | 减仓 |
| BLK | BLACKROCK INC | $55.14万 | 0.01% | 546 | 22 | 4.2% | $2.22万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $55.21万 | 0.01% | 688 | 278 | 67.8% | $22.31万 | 加仓 |
| USHY | ISHARES TR | $55.35万 | 0.01% | 14,987 | 3 | 0.0% | $111 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $55.62万 | 0.01% | 6,800 | -5 | -0.1% | -$409 | 减仓 |
| VHT | VANGUARD WORLD FD | $56.27万 | 0.01% | 1,814 | -101 | -5.3% | -$3.13万 | 减仓 |
| SLV | ISHARES SILVER TR | $56.51万 | 0.01% | 10,376 | 25 | 0.2% | $1,361 | 加仓 |
| DHR | DANAHER CORP DEL | $56.54万 | 0.01% | 2,912 | -84 | -2.8% | -$1.63万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $56.76万 | 0.01% | 11,150 | 73 | 0.7% | $3,716 | 加仓 |
| NYF | ISHARES TR | $57.39万 | 0.01% | 10,681 | 49 | 0.5% | $2,633 | 加仓 |
| HON | HONEYWELL INTL INC | $57.91万 | 0.01% | 2,573 | -2,576 | -50.0% | -$57.97万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $58.32万 | 0.01% | 2,793 | -180 | -6.1% | -$3.76万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $58.75万 | 0.01% | 14,427 | 14,427 | — | $58.75万 | 新建仓 |
| SMMU | PIMCO ETF TR | $58.77万 | 0.01% | 11,669 | 1,322 | 12.8% | $6.66万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $59.23万 | 0.01% | 7,360 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $59.46万 | 0.01% | 17,489 | -30 | -0.2% | -$1,020 | 减仓 |
| VPU | VANGUARD WORLD FD | $59.54万 | 0.01% | 3,018 | -157 | -4.9% | -$3.10万 | 减仓 |