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 |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD SCOTTSDALE FDS | $59.80万 | 0.01% | 12,871 | 3 | 0.0% | $139 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $59.86万 | 0.01% | 1,749 | 30 | 1.7% | $1.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $60.14万 | 0.01% | 16,635 | 1,084 | 7.0% | $3.92万 | 加仓 |
| LOW | LOWES COS INC | $60.37万 | 0.01% | 2,733 | -80 | -2.8% | -$1.77万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.48万 | 0.01% | 5,358 | 57 | 1.1% | $6,434 | 加仓 |
| UGI | UGI CORP NEW | $61.30万 | 0.01% | 17,380 | 158 | 0.9% | $5,573 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $61.37万 | 0.01% | 2,577 | 2,577 | — | $61.37万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $61.42万 | 0.01% | 11,241 | 980 | 9.6% | $5.35万 | 加仓 |
| IUSG | ISHARES TR | $61.63万 | 0.01% | 3,309 | 3,309 | — | $61.63万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $61.79万 | 0.01% | 227,995 | 74,989 | 49.0% | $20.32万 | 加仓 |
| CB | CHUBB LIMITED | $62.57万 | 0.01% | 1,741 | 68 | 4.1% | $2.44万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $63.11万 | 0.01% | 88,260 | 11,300 | 14.7% | $8.08万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $63.62万 | 0.01% | 2,086 | 14 | 0.7% | $4,270 | 加仓 |
| RS | RELIANCE INC | $64.00万 | 0.01% | 1,687 | 1,687 | — | $64.00万 | 新建仓 |
| IWO | ISHARES TR | $64.29万 | 0.01% | 1,667 | 43 | 2.6% | $1.66万 | 加仓 |
| STN | STANTEC INC | $64.34万 | 0.01% | 9,357 | 20 | 0.2% | $1,375 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.32万 | 0.01% | 9,512 | 233 | 2.5% | $1.60万 | 加仓 |
| PSX | PHILLIPS 66 | $65.39万 | 0.01% | 3,656 | 127 | 3.6% | $2.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.57万 | 0.01% | 1,269 | -23 | -1.8% | -$1.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.66万 | 0.01% | 9,811 | 14 | 0.1% | $937 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $66.11万 | 0.01% | 9,730 | -8,082 | -45.4% | -$54.91万 | 减仓 |
| KR | KROGER CO | $66.12万 | 0.01% | 11,295 | 99 | 0.9% | $5,796 | 加仓 |
| IWS | ISHARES TR | $66.30万 | 0.01% | 4,000 | -192 | -4.6% | -$3.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $66.63万 | 0.01% | 28,462 | -849 | -2.9% | -$1.99万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $66.64万 | 0.01% | 2,065 | 334 | 19.3% | $10.78万 | 加仓 |
| XBI | SPDR SERIES TRUST | $66.86万 | 0.01% | 4,080 | -97 | -2.3% | -$1.59万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $67.35万 | 0.01% | 11,910 | -477 | -3.9% | -$2.70万 | 减仓 |
| IWY | ISHARES TR | $68.21万 | 0.01% | 2,403 | -101 | -4.0% | -$2.87万 | 减仓 |
| EEM | ISHARES TR | $69.54万 | 0.01% | 10,581 | 220 | 2.1% | $1.45万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $70.00万 | 0.01% | 13,794 | -600 | -4.2% | -$3.04万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $71.35万 | 0.01% | 17,620 | -3,276 | -15.7% | -$13.27万 | 减仓 |
| CVS | CVS HEALTH CORP | $72.41万 | 0.01% | 6,940 | 117 | 1.7% | $1.22万 | 加仓 |
| VLUE | ISHARES TR | $72.66万 | 0.01% | 3,787 | 25 | 0.7% | $4,797 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $74.16万 | 0.01% | 12,792 | -10 | -0.1% | -$580 | 减仓 |
| YUM | YUM BRANDS INC | $77.55万 | 0.01% | 4,630 | 177 | 4.0% | $2.96万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $77.66万 | 0.01% | 47,485 | 898 | 1.9% | $1.47万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $78.35万 | 0.01% | 22,051 | -266 | -1.2% | -$9,451 | 减仓 |
| AVA | AVISTA CORP | $79.10万 | 0.01% | 19,181 | -13 | -0.1% | -$536 | 减仓 |
| LIN | LINDE PLC | $79.36万 | 0.01% | 1,475 | -230 | -13.5% | -$12.38万 | 减仓 |
| DTE | DTE ENERGY CO | $79.58万 | 0.01% | 5,173 | 34 | 0.7% | $5,231 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $79.63万 | 0.01% | 3,568 | -5 | -0.1% | -$1,116 | 减仓 |
| IEF | ISHARES TR | $79.77万 | 0.01% | 8,514 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $79.90万 | 0.01% | 4,310 | 509 | 13.4% | $9.44万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $80.01万 | 0.01% | 22,356 | 3,803 | 20.5% | $13.61万 | 加仓 |
| ICLN | ISHARES TR | $80.08万 | 0.01% | 41,428 | 1,391 | 3.5% | $2.69万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $81.12万 | 0.01% | 35,769 | 2,080 | 6.2% | $4.72万 | 加仓 |
| IEI | ISHARES TR | $82.02万 | 0.01% | 7,020 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $82.54万 | 0.01% | 5,204 | 1,162 | 28.7% | $18.43万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $82.73万 | 0.01% | 7,328 | -217 | -2.9% | -$2.45万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $83.99万 | 0.01% | 2,013 | 566 | 39.1% | $23.62万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.08万 | 0.01% | 4,320 | 3,262 | 308.3% | $63.49万 | 加仓 |
| KLAC | KLA CORP | $85.55万 | 0.01% | 3,952 | 592 | 17.6% | $12.82万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $85.69万 | 0.01% | 1,451 | 1,451 | — | $85.69万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $87.98万 | 0.01% | 18,122 | -2,403 | -11.7% | -$11.67万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $88.07万 | 0.01% | 20,259 | 330 | 1.7% | $1.43万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $88.94万 | 0.01% | 9,380 | 1,885 | 25.2% | $17.87万 | 加仓 |
| ETN | EATON CORP PLC | $89.03万 | 0.01% | 2,250 | -9 | -0.4% | -$3,561 | 减仓 |
| MMM | 3M CO | $89.12万 | 0.01% | 5,640 | -100 | -1.7% | -$1.58万 | 减仓 |
| CTVA | CORTEVA INC | $89.19万 | 0.01% | 10,282 | -3 | -0.0% | -$260 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $89.51万 | 0.01% | 11,528 | 54 | 0.5% | $4,193 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $90.01万 | 0.01% | 15,225 | -227 | -1.5% | -$1.34万 | 减仓 |
| SCZ | ISHARES TR | $91.51万 | 0.01% | 10,974 | 2 | 0.0% | $167 | 加仓 |
| CRM | SALESFORCE INC | $91.87万 | 0.01% | 5,419 | 145 | 2.7% | $2.46万 | 加仓 |
| ASML | ASML HLDG NV | $92.08万 | 0.01% | 527 | -11 | -2.0% | -$1.92万 | 减仓 |
| ROKU | ROKU INC | $94.03万 | 0.01% | 6,659 | 6,659 | — | $94.03万 | 新建仓 |
| CMI | CUMMINS INC | $94.13万 | 0.01% | 1,426 | 36 | 2.6% | $2.38万 | 加仓 |
| TJX | TJX COS INC NEW | $95.62万 | 0.01% | 6,204 | 274 | 4.6% | $4.22万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $97.38万 | 0.01% | 8,618 | -101 | -1.2% | -$1.14万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $99.33万 | 0.01% | 34,321 | 10,275 | 42.7% | $29.74万 | 加仓 |
| TIP | ISHARES TR | $99.51万 | 0.01% | 9,200 | -295 | -3.1% | -$3.19万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $100.37万 | 0.01% | 15,336 | -731 | -4.5% | -$4.78万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $102.05万 | 0.01% | 16,401 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $102.60万 | 0.01% | 8,243 | 67 | 0.8% | $8,339 | 加仓 |
| QYLD | GLOBAL X FDS | $103.15万 | 0.01% | 57,082 | -26,720 | -31.9% | -$48.28万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $103.34万 | 0.01% | 62,194 | 975 | 1.6% | $1.62万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $103.67万 | 0.01% | 55,844 | 857 | 1.6% | $1.59万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $104.37万 | 0.01% | 53,439 | 495 | 0.9% | $9,667 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $104.89万 | 0.01% | 53,419 | 771 | 1.5% | $1.51万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $105.51万 | 0.01% | 51,835 | 765 | 1.5% | $1.56万 | 加仓 |
| DES | WISDOMTREE TR | $105.93万 | 0.01% | 26,457 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $106.45万 | 0.02% | 26,658 | 9,634 | 56.6% | $38.47万 | 加仓 |
| IWR | ISHARES TR | $106.51万 | 0.02% | 9,684 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $107.00万 | 0.02% | 7,313 | 838 | 12.9% | $12.26万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $107.91万 | 0.02% | 7,057 | -85 | -1.2% | -$1.30万 | 减仓 |
| MS | MORGAN STANLEY | $107.98万 | 0.02% | 4,863 | 199 | 4.3% | $4.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.72万 | 0.02% | 1,052 | 57 | 5.7% | $5.94万 | 加仓 |
| AMGN | AMGEN INC | $109.84万 | 0.02% | 2,984 | -41 | -1.4% | -$1.51万 | 减仓 |
| IWN | ISHARES TR | $109.87万 | 0.02% | 4,990 | 9 | 0.2% | $1,982 | 加仓 |
| ADI | ANALOG DEVICES INC | $110.04万 | 0.02% | 2,903 | 16 | 0.6% | $6,065 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $110.06万 | 0.02% | 3,424 | -5 | -0.1% | -$1,607 | 减仓 |
| ABT | ABBOTT LABORATORIES | $110.51万 | 0.02% | 11,530 | -269 | -2.3% | -$2.58万 | 减仓 |
| IMCB | ISHARES TR | $111.81万 | 0.02% | 11,532 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $111.86万 | 0.02% | 7,000 | -720 | -9.3% | -$11.51万 | 减仓 |
| SUSA | ISHARES TR | $112.14万 | 0.02% | 7,271 | -93 | -1.3% | -$1.43万 | 减仓 |
| PFE | PFIZER INC | $112.17万 | 0.02% | 46,600 | -3,043 | -6.1% | -$7.32万 | 减仓 |
| WM | WASTE MGMT INC DEL | $113.86万 | 0.02% | 4,800 | 14 | 0.3% | $3,321 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $115.33万 | 0.02% | 36,798 | 775 | 2.2% | $2.43万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $116.14万 | 0.02% | 8,445 | 662 | 8.5% | $9.10万 | 加仓 |
| IBTK | ISHARES TR | $116.15万 | 0.02% | 59,715 | 16,301 | 37.5% | $31.71万 | 加仓 |
| IYH | ISHARES TR | $116.24万 | 0.02% | 16,709 | 0 | 0.0% | — | 不变 |