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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $230.91万 | 0.03% | 45,267 | -116 | -0.3% | -$5,917 | 减仓 |
| BE | BLOOM ENERGY CORP | $236.91万 | 0.03% | 8,789 | 3,839 | 77.6% | $103.48万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $237.96万 | 0.03% | 39,515 | 341 | 0.9% | $2.05万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $240.40万 | 0.03% | 28,058 | 67 | 0.2% | $5,741 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $243.22万 | 0.03% | 24,267 | 7,262 | 42.7% | $72.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $251.04万 | 0.04% | 2,675 | 230 | 9.4% | $21.59万 | 加仓 |
| IVE | ISHARES TR | $256.52万 | 0.04% | 11,115 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $259.93万 | 0.04% | 56,080 | -941 | -1.7% | -$4.36万 | 减仓 |
| IYW | ISHARES TR | $261.78万 | 0.04% | 10,760 | 2 | 0.0% | $487 | 加仓 |
| EFA | ISHARES TR | $263.67万 | 0.04% | 25,314 | -99 | -0.4% | -$1.03万 | 减仓 |
| IBTJ | ISHARES TR | $266.71万 | 0.04% | 123,650 | 20,889 | 20.3% | $45.06万 | 加仓 |
| INTC | INTEL CORP | $268.58万 | 0.04% | 24,330 | 1,922 | 8.6% | $21.22万 | 加仓 |
| DIS | DISNEY WALT CO | $269.20万 | 0.04% | 27,616 | -699 | -2.5% | -$6.81万 | 减仓 |
| IJS | ISHARES TR | $270.79万 | 0.04% | 20,159 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $281.83万 | 0.04% | 28,968 | 2,511 | 9.5% | $24.43万 | 加仓 |
| BAC | BANK OF AMER CORP | $287.20万 | 0.04% | 47,979 | -277 | -0.6% | -$1.66万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $287.68万 | 0.04% | 118,000 | 2,394 | 2.1% | $5.84万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $289.61万 | 0.04% | 84,360 | -696 | -0.8% | -$2.39万 | 减仓 |
| SHY | ISHARES TR | $292.32万 | 0.04% | 35,710 | -6,245 | -14.9% | -$51.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $293.75万 | 0.04% | 3,068 | 10 | 0.3% | $9,575 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $297.20万 | 0.04% | 44,572 | -895 | -2.0% | -$5.97万 | 减仓 |
| DHS | WISDOMTREE TR | $301.84万 | 0.04% | 26,102 | -107 | -0.4% | -$1.24万 | 减仓 |
| GE | GE AEROSPACE | $302.43万 | 0.04% | 8,241 | 297 | 3.7% | $10.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $302.83万 | 0.04% | 5,656 | -18 | -0.3% | -$9,638 | 减仓 |
| KO | COCA COLA CO | $306.86万 | 0.04% | 36,509 | 691 | 1.9% | $5.81万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $309.09万 | 0.04% | 99,674 | 2,897 | 3.0% | $8.98万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $309.36万 | 0.04% | 5,635 | -1 | -0.0% | -$549 | 减仓 |
| IAU | ISHARES GOLD TR | $313.18万 | 0.04% | 40,479 | -10 | -0.0% | -$774 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $315.26万 | 0.04% | 106,904 | -5,776 | -5.1% | -$17.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $318.43万 | 0.04% | 35,992 | -2,164 | -5.7% | -$19.15万 | 减仓 |
| VGT | VANGUARD WORLD FD | $319.99万 | 0.05% | 28,054 | -458 | -1.6% | -$5.22万 | 减仓 |
| BA | BOEING CO | $321.92万 | 0.05% | 13,895 | 266 | 2.0% | $6.16万 | 加仓 |
| EMXC | ISHARES INC | $329.52万 | 0.05% | 34,042 | -889 | -2.5% | -$8.61万 | 减仓 |
| RTX | RTX CORPORATION | $334.76万 | 0.05% | 16,667 | 146 | 0.9% | $2.93万 | 加仓 |
| AVGO | BROADCOM INC | $335.93万 | 0.05% | 9,060 | 1,029 | 12.8% | $38.15万 | 加仓 |
| EEMV | ISHARES INC | $336.10万 | 0.05% | 46,045 | -1,737 | -3.6% | -$12.68万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $348.52万 | 0.05% | 98,120 | -19,895 | -16.9% | -$70.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $350.16万 | 0.05% | 19,542 | -194 | -1.0% | -$3.48万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $350.45万 | 0.05% | 21,312 | -689 | -3.1% | -$11.33万 | 减仓 |
| CSCO | CISCO SYS INC | $351.18万 | 0.05% | 31,414 | 2,779 | 9.7% | $31.07万 | 加仓 |
| TXN | TEXAS INSTRS INC | $354.63万 | 0.05% | 12,091 | 25 | 0.2% | $7,333 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $356.56万 | 0.05% | 6,001 | 4 | 0.1% | $2,377 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $363.33万 | 0.05% | 5,280 | -64 | -1.2% | -$4.40万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $366.21万 | 0.05% | 72,060 | -22,122 | -23.5% | -$112.42万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $366.29万 | 0.05% | 11,069 | 5 | 0.0% | $1,655 | 加仓 |
| GLDM | WORLD GOLD TR | $368.59万 | 0.05% | 45,276 | -2,393 | -5.0% | -$19.48万 | 减仓 |
| MCD | MCDONALDS CORP | $371.03万 | 0.05% | 13,147 | -23 | -0.2% | -$6,491 | 减仓 |
| ESGE | ISHARES INC | $373.15万 | 0.05% | 70,927 | -460 | -0.6% | -$2.42万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $373.89万 | 0.05% | 10,556 | -321 | -3.0% | -$11.37万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $376.98万 | 0.05% | 42,839 | 65 | 0.2% | $5,720 | 加仓 |
| PG | PROCTER & GAMBLE CO | $379.37万 | 0.05% | 24,836 | -300 | -1.2% | -$4.58万 | 减仓 |
| TSLA | TESLA INC | $382.88万 | 0.05% | 9,503 | 211 | 2.3% | $8.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $388.04万 | 0.05% | 113,098 | -4,072 | -3.5% | -$13.97万 | 减仓 |
| WFC | WELLS FARGO & CO | $390.53万 | 0.06% | 44,795 | -159 | -0.4% | -$1.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $392.00万 | 0.06% | 22,527 | 233 | 1.0% | $4.05万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $393.26万 | 0.06% | 44,087 | 44,087 | — | $393.26万 | 新建仓 |
| DE | DEERE & CO | $395.90万 | 0.06% | 6,559 | 47 | 0.7% | $2.84万 | 加仓 |
| META | META PLATFORMS INC | $399.04万 | 0.06% | 6,482 | -370 | -5.4% | -$22.78万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $402.63万 | 0.06% | 40,918 | 1,033 | 2.6% | $10.16万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $402.84万 | 0.06% | 152,619 | 663 | 0.4% | $1.75万 | 加仓 |
| IGF | ISHARES TR | $404.96万 | 0.06% | 60,289 | -890 | -1.5% | -$5.98万 | 减仓 |
| HD | HOME DEPOT INC | $410.39万 | 0.06% | 11,888 | -811 | -6.4% | -$28.00万 | 减仓 |
| IQLT | ISHARES TR | $420.41万 | 0.06% | 84,983 | -2,759 | -3.1% | -$13.65万 | 减仓 |
| SHM | SPDR SERIES TRUST | $421.56万 | 0.06% | 88,138 | 836 | 1.0% | $4.00万 | 加仓 |
| PFF | ISHARES TR | $422.67万 | 0.06% | 138,534 | -3,325 | -2.3% | -$10.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $426.50万 | 0.06% | 4,501 | 29 | 0.6% | $2.75万 | 加仓 |
| PFXF | VANECK ETF TRUST | $433.02万 | 0.06% | 243,819 | -4,174 | -1.7% | -$7.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $439.95万 | 0.06% | 8,524 | -121 | -1.4% | -$6.25万 | 减仓 |
| UNP | UNION PAC CORP | $442.48万 | 0.06% | 15,629 | -269 | -1.7% | -$7.62万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $451.84万 | 0.06% | 77,093 | -17,770 | -18.7% | -$104.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $452.63万 | 0.06% | 14,785 | -200 | -1.3% | -$6.12万 | 减仓 |
| IGSB | ISHARES TR | $457.31万 | 0.06% | 87,657 | -879 | -1.0% | -$4.59万 | 减仓 |
| EFAV | ISHARES TR | $468.58万 | 0.07% | 52,215 | -3,492 | -6.3% | -$31.34万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $475.49万 | 0.07% | 80,157 | 1,762 | 2.2% | $10.45万 | 加仓 |
| IBTI | ISHARES TR | $480.09万 | 0.07% | 217,581 | 22,880 | 11.8% | $50.48万 | 加仓 |
| PEP | PEPSICO INC | $485.16万 | 0.07% | 33,464 | -34 | -0.1% | -$4,929 | 减仓 |
| MRK | MERCK & CO INC | $485.33万 | 0.07% | 37,663 | 526 | 1.4% | $6.78万 | 加仓 |
| PFFD | GLOBAL X FDS | $486.41万 | 0.07% | 260,807 | -22,629 | -8.0% | -$42.20万 | 减仓 |
| — | ALPHA TAU MEDICAL LTD | $487.60万 | 0.07% | 382,284 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $488.41万 | 0.07% | 102,996 | 7,449 | 7.8% | $35.32万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $516.81万 | 0.07% | 99,443 | -283 | -0.3% | -$1.47万 | 减仓 |
| ABBV | ABBVIE INC | $523.68万 | 0.07% | 20,565 | 267 | 1.3% | $6.80万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $524.75万 | 0.07% | 148,026 | 3,520 | 2.4% | $12.48万 | 加仓 |
| LLY | ELI LILLY & CO | $528.29万 | 0.07% | 4,276 | 139 | 3.4% | $17.17万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $542.23万 | 0.08% | 65,685 | -3,266 | -4.7% | -$26.96万 | 减仓 |
| ACWV | ISHARES INC | $551.92万 | 0.08% | 44,992 | -516 | -1.1% | -$6.33万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $559.47万 | 0.08% | 55,564 | -100 | -0.2% | -$1.01万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $574.21万 | 0.08% | 16,833 | -953 | -5.4% | -$32.51万 | 减仓 |
| IWM | ISHARES TR | $590.11万 | 0.08% | 19,923 | -65 | -0.3% | -$1.93万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $591.76万 | 0.08% | 245,952 | 6,030 | 2.5% | $14.51万 | 加仓 |
| ESML | ISHARES TR | $596.02万 | 0.08% | 109,623 | 2,155 | 2.0% | $11.72万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $600.21万 | 0.08% | 16,856 | 18 | 0.1% | $6,409 | 加仓 |
| CAT | CATERPILLAR INC | $604.36万 | 0.09% | 6,429 | 62 | 1.0% | $5.83万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $616.83万 | 0.09% | 183,718 | 18,112 | 10.9% | $60.81万 | 加仓 |
| JNK | SPDR SERIES TRUST | $617.91万 | 0.09% | 64,333 | -3,017 | -4.5% | -$28.98万 | 减仓 |
| IVV | ISHARES TR | $627.50万 | 0.09% | 8,355 | -34 | -0.4% | -$2.55万 | 减仓 |
| DMXF | ISHARES TR | $633.65万 | 0.09% | 75,662 | -61 | -0.1% | -$5,109 | 减仓 |
| QLTY | GMO ETF TRUST | $646.58万 | 0.09% | 155,203 | -15,902 | -9.3% | -$66.25万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $648.90万 | 0.09% | 64,172 | -1,332 | -2.0% | -$13.47万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $668.65万 | 0.09% | 29,120 | 328 | 1.1% | $7.53万 | 加仓 |