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 |
|---|---|---|---|---|---|---|---|---|
| AVIG | AMERICAN CENTY ETF TR | $117.00万 | 0.02% | 28,466 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $118.07万 | 0.02% | 10,888 | 1,447 | 15.3% | $15.69万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $119.22万 | 0.02% | 47,178 | -203 | -0.4% | -$5,130 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $119.43万 | 0.02% | 27,076 | -51 | -0.2% | -$2,250 | 减仓 |
| REET | ISHARES TR | $119.44万 | 0.02% | 42,490 | -8,234 | -16.2% | -$23.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $121.17万 | 0.02% | 3,595 | 145 | 4.2% | $4.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $121.69万 | 0.02% | 14,808 | -472 | -3.1% | -$3.88万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $121.96万 | 0.02% | 73,381 | 1,625 | 2.3% | $2.70万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $122.81万 | 0.02% | 2,932 | 75 | 2.6% | $3.14万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $124.26万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $124.57万 | 0.02% | 4,217 | 1,040 | 32.7% | $30.72万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $128.43万 | 0.02% | 17,544 | -119 | -0.7% | -$8,711 | 减仓 |
| LRCX | LAM RESEARCH CORP | $128.59万 | 0.02% | 3,943 | 593 | 17.7% | $19.34万 | 加仓 |
| MUNI | PIMCO ETF TR | $128.69万 | 0.02% | 24,569 | 3,451 | 16.3% | $18.08万 | 加仓 |
| ALL | ALLSTATE CORP | $129.30万 | 0.02% | 5,142 | 40 | 0.8% | $1.01万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $130.53万 | 0.02% | 11,080 | -44 | -0.4% | -$5,183 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $131.75万 | 0.02% | 40,488 | -1,997 | -4.7% | -$6.50万 | 减仓 |
| DHI | D R HORTON INC | $133.06万 | 0.02% | 8,545 | 38 | 0.4% | $5,917 | 加仓 |
| DOCS | DOXIMITY INC | $133.45万 | 0.02% | 58,686 | -163 | -0.3% | -$3,707 | 减仓 |
| SOXX | ISHARES TR | $134.65万 | 0.02% | 2,441 | 70 | 3.0% | $3.86万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $137.61万 | 0.02% | 20,816 | -244 | -1.2% | -$1.61万 | 减仓 |
| BILZ | PIMCO ETF TR | $137.65万 | 0.02% | 13,668 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $138.17万 | 0.02% | 52,458 | 9,813 | 23.0% | $25.85万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $138.33万 | 0.02% | 15,536 | -171 | -1.1% | -$1.52万 | 减仓 |
| IYR | ISHARES TR | $138.82万 | 0.02% | 13,283 | -93 | -0.7% | -$9,719 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $139.56万 | 0.02% | 9,818 | -656 | -6.3% | -$9.32万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $140.04万 | 0.02% | 12,320 | 12 | 0.1% | $1,364 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $140.82万 | 0.02% | 54,456 | 3,732 | 7.4% | $9.65万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $141.06万 | 0.02% | 11,330 | -280 | -2.4% | -$3.49万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $141.12万 | 0.02% | 29,266 | 1,077 | 3.8% | $5.19万 | 加仓 |
| — | WELLS FARGO & CO | $143.31万 | 0.02% | 1,219 | -12 | -1.0% | -$1.41万 | 减仓 |
| WELL | WELLTOWER INC | $143.35万 | 0.02% | 6,033 | 17 | 0.3% | $4,039 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $145.41万 | 0.02% | 14,546 | -1,883 | -11.5% | -$18.82万 | 减仓 |
| — | ISHARES TR | $146.60万 | 0.02% | 31,506 | 1,044 | 3.4% | $4.86万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $146.74万 | 0.02% | 71,863 | 1,199 | 1.7% | $2.45万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $149.52万 | 0.02% | 27,813 | -6,251 | -18.4% | -$33.61万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $149.83万 | 0.02% | 31,175 | -6,700 | -17.7% | -$32.20万 | 减仓 |
| — | BANK OF AMER CORP | $150.26万 | 0.02% | 1,190 | -15 | -1.2% | -$1.89万 | 减仓 |
| ET | ENERGY TRANSFER L P | $150.39万 | 0.02% | 75,918 | 1,079 | 1.4% | $2.14万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $151.42万 | 0.02% | 40,230 | 7 | 0.0% | $263 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $152.89万 | 0.02% | 3,261 | 28 | 0.9% | $1.31万 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $152.93万 | 0.02% | 39,795 | -9,716 | -19.6% | -$37.34万 | 减仓 |
| — | ISHARES TR | $152.99万 | 0.02% | 35,555 | -2,037 | -5.4% | -$8.77万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $153.44万 | 0.02% | 63,485 | 6,507 | 11.4% | $15.73万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $155.47万 | 0.02% | 6,436 | 1 | 0.0% | $242 | 加仓 |
| EZM | WISDOMTREE TR | $156.77万 | 0.02% | 20,925 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $157.97万 | 0.02% | 6,219 | 39 | 0.6% | $9,907 | 加仓 |
| HYGH | ISHARES U S ETF TR | $158.15万 | 0.02% | 18,290 | -1,095 | -5.6% | -$9.47万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $163.61万 | 0.02% | 3,439 | 190 | 5.8% | $9.04万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $164.28万 | 0.02% | 50,477 | -10,770 | -17.6% | -$35.05万 | 减仓 |
| QCOM | QUALCOMM INC | $165.42万 | 0.02% | 9,041 | -261 | -2.8% | -$4.78万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $168.24万 | 0.02% | 26,040 | -994 | -3.7% | -$6.42万 | 减仓 |
| IDEV | ISHARES TR | $168.38万 | 0.02% | 18,833 | 128 | 0.7% | $1.14万 | 加仓 |
| NFLX | NETFLIX INC. | $170.60万 | 0.02% | 22,395 | -1,482 | -6.2% | -$11.29万 | 减仓 |
| BILL | BILL HOLDINGS INC | $171.78万 | 0.02% | 42,226 | -1 | -0.0% | -$41 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $172.23万 | 0.02% | 17,498 | 3,030 | 20.9% | $29.82万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $173.58万 | 0.02% | 37,983 | -1,176 | -3.0% | -$5.37万 | 减仓 |
| FDX | FEDEX CORP | $174.08万 | 0.02% | 5,564 | 273 | 5.2% | $8.54万 | 加仓 |
| SYK | STRYKER CORPORATION | $174.27万 | 0.02% | 5,285 | -53 | -1.0% | -$1.75万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $176.77万 | 0.02% | 51,237 | -3,682 | -6.7% | -$12.70万 | 减仓 |
| CSX | CSX CORP | $177.47万 | 0.03% | 36,583 | 105 | 0.3% | $5,094 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $179.10万 | 0.03% | 7,292 | 175 | 2.5% | $4.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $180.53万 | 0.03% | 13,435 | -934 | -6.5% | -$12.55万 | 减仓 |
| VLO | VALERO ENERGY CORP | $180.56万 | 0.03% | 6,782 | 481 | 7.6% | $12.81万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $180.59万 | 0.03% | 50,081 | 13 | 0.0% | $469 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $181.56万 | 0.03% | 3,436 | -40 | -1.2% | -$2.11万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $186.77万 | 0.03% | 27,151 | -327 | -1.2% | -$2.25万 | 减仓 |
| AGG | ISHARES TR | $186.96万 | 0.03% | 19,037 | 81 | 0.4% | $7,955 | 加仓 |
| T | AT&T INC | $187.16万 | 0.03% | 88,745 | -481 | -0.5% | -$1.01万 | 减仓 |
| C | CITIGROUP INC | $188.79万 | 0.03% | 13,411 | 291 | 2.2% | $4.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $189.20万 | 0.03% | 4,374 | 258 | 6.3% | $11.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $189.64万 | 0.03% | 44,528 | 1,233 | 2.8% | $5.25万 | 加仓 |
| BX | BLACKSTONE INC | $190.12万 | 0.03% | 15,727 | -553 | -3.4% | -$6.69万 | 减仓 |
| OEF | ISHARES TR | $191.46万 | 0.03% | 5,199 | -301 | -5.5% | -$11.08万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $193.01万 | 0.03% | 215,897 | -20,000 | -8.5% | -$17.88万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $193.70万 | 0.03% | 39,171 | -956 | -2.4% | -$4.73万 | 减仓 |
| D | DOMINION ENERGY INC | $194.13万 | 0.03% | 27,800 | -445 | -1.6% | -$3.11万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $194.43万 | 0.03% | 31,462 | -1,085 | -3.3% | -$6.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $195.34万 | 0.03% | 5,130 | -127 | -2.4% | -$4.84万 | 减仓 |
| RYLD | GLOBAL X FDS | $197.22万 | 0.03% | 123,263 | -3,943 | -3.1% | -$6.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $197.68万 | 0.03% | 4,617 | 305 | 7.1% | $13.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $199.83万 | 0.03% | 15,585 | 2,381 | 18.0% | $30.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $200.72万 | 0.03% | 5,742 | -270 | -4.5% | -$9.44万 | 减仓 |
| GEV | GE VERNOVA INC | $201.41万 | 0.03% | 1,870 | 118 | 6.7% | $12.71万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $203.89万 | 0.03% | 18,780 | 25 | 0.1% | $2,714 | 加仓 |
| XYLD | GLOBAL X FDS | $206.94万 | 0.03% | 50,473 | -875 | -1.7% | -$3.59万 | 减仓 |
| MO | ALTRIA GROUP INC | $207.34万 | 0.03% | 28,418 | 72 | 0.3% | $5,253 | 加仓 |
| AMAT | APPLIED MATLS INC | $207.63万 | 0.03% | 3,744 | 483 | 14.8% | $26.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $207.87万 | 0.03% | 75,643 | 5,950 | 8.5% | $16.35万 | 加仓 |
| VEEV | VEEVA SYS INC | $209.49万 | 0.03% | 10,894 | -17 | -0.2% | -$3,269 | 减仓 |
| BCI | ABRDN ETFS | $211.11万 | 0.03% | 92,067 | -40,782 | -30.7% | -$93.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $212.33万 | 0.03% | 20,493 | 1,451 | 7.6% | $15.03万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $215.33万 | 0.03% | 42,708 | -2,580 | -5.7% | -$13.01万 | 减仓 |
| BSVO | EA SERIES TRUST | $218.34万 | 0.03% | 75,972 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $220.86万 | 0.03% | 54,830 | 28 | 0.1% | $1,128 | 加仓 |
| TFC | TRUIST FINL CORP | $221.00万 | 0.03% | 43,030 | 232 | 0.5% | $1.19万 | 加仓 |
| TLTW | ISHARES TR | $224.25万 | 0.03% | 102,632 | -400 | -0.4% | -$8,740 | 减仓 |
| EMR | EMERSON ELEC CO | $226.14万 | 0.03% | 16,398 | -34 | -0.2% | -$4,689 | 减仓 |
| ORCL | ORACLE CORP | $228.33万 | 0.03% | 16,125 | -1,620 | -9.1% | -$22.94万 | 减仓 |
| ARKK | ARK ETF TR | $229.60万 | 0.03% | 28,279 | -156 | -0.5% | -$1.27万 | 减仓 |