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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $677.36万 | 0.10% | 351,326 | -1,993 | -0.6% | -$3.84万 | 减仓 |
| WMT | WALMART INC | $691.85万 | 0.10% | 62,027 | -594 | -0.9% | -$6.63万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $696.47万 | 0.10% | 73,105 | -1,292 | -1.7% | -$12.31万 | 减仓 |
| SUSB | ISHARES TR | $714.43万 | 0.10% | 287,037 | 5,649 | 2.0% | $14.06万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $730.88万 | 0.10% | 46,749 | -10,476 | -18.3% | -$163.78万 | 减仓 |
| IWB | ISHARES TR | $734.50万 | 0.10% | 17,927 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $738.86万 | 0.10% | 19,573 | 333 | 1.7% | $12.57万 | 加仓 |
| V | VISA INC | $740.80万 | 0.10% | 21,034 | -558 | -2.6% | -$19.65万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $756.00万 | 0.11% | 10 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $766.95万 | 0.11% | 102,070 | -1,238 | -1.2% | -$9.30万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $768.81万 | 0.11% | 154,909 | -699 | -0.4% | -$3.47万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $781.59万 | 0.11% | 190,445 | 6,106 | 3.3% | $25.06万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $790.60万 | 0.11% | 42,100 | 63 | 0.1% | $1.18万 | 加仓 |
| ESGD | ISHARES TR | $813.78万 | 0.11% | 78,962 | 1,052 | 1.4% | $10.84万 | 加仓 |
| IVW | ISHARES TR | $850.72万 | 0.12% | 62,525 | -18,786 | -23.1% | -$255.60万 | 减仓 |
| TBIL | RBB FD INC | $856.07万 | 0.12% | 171,558 | 37,394 | 27.9% | $186.60万 | 加仓 |
| IWV | ISHARES TR | $871.74万 | 0.12% | 20,446 | -50 | -0.2% | -$2.13万 | 减仓 |
| ITOT | ISHARES TR | $884.43万 | 0.12% | 53,889 | 1,757 | 3.4% | $28.84万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $891.94万 | 0.13% | 164,065 | 154,246 | 1,570.9% | $838.56万 | 加仓 |
| EFV | ISHARES TR | $898.35万 | 0.13% | 114,996 | -2,267 | -1.9% | -$17.71万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $910.00万 | 0.13% | 167,820 | 142,896 | 573.3% | $774.85万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $916.90万 | 0.13% | 181,816 | 3,496 | 2.0% | $17.63万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $918.00万 | 0.13% | 317,537 | -69,811 | -18.0% | -$201.82万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $939.84万 | 0.13% | 181,331 | 22,285 | 14.0% | $115.50万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $959.71万 | 0.14% | 233,025 | 5,614 | 2.5% | $23.12万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $965.54万 | 0.14% | 133,347 | -4,230 | -3.1% | -$30.63万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $978.30万 | 0.14% | 117,953 | -1,493 | -1.2% | -$12.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $979.90万 | 0.14% | 18,432 | -71 | -0.4% | -$3.77万 | 减仓 |
| IBTH | ISHARES TR | $983.74万 | 0.14% | 440,843 | 30,121 | 7.3% | $67.21万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,009.90万 | 0.14% | 342,804 | 12,597 | 3.8% | $37.11万 | 加仓 |
| USMV | ISHARES TR | $1,016.37万 | 0.14% | 103,342 | -5,876 | -5.4% | -$57.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,029.02万 | 0.15% | 386,053 | -2,139 | -0.6% | -$5.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,045.94万 | 0.15% | 27,919 | 837 | 3.1% | $31.36万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,088.95万 | 0.15% | 31,624 | -184 | -0.6% | -$6.34万 | 减仓 |
| EAGG | ISHARES TR | $1,110.83万 | 0.16% | 236,196 | 10,275 | 4.5% | $48.32万 | 加仓 |
| IMTM | ISHARES TR | $1,120.99万 | 0.16% | 214,996 | -6,974 | -3.1% | -$36.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,135.22万 | 0.16% | 42,479 | -674 | -1.6% | -$18.01万 | 减仓 |
| IBB | ISHARES TR | $1,140.41万 | 0.16% | 57,530 | -410 | -0.7% | -$8.13万 | 减仓 |
| ESGU | ISHARES TR | $1,161.63万 | 0.16% | 70,792 | -1,042 | -1.5% | -$17.10万 | 减仓 |
| IEMG | ISHARES INC | $1,162.97万 | 0.16% | 145,753 | -17,055 | -10.5% | -$136.08万 | 减仓 |
| CMF | ISHARES TR | $1,176.57万 | 0.17% | 204,693 | -7,817 | -3.7% | -$44.93万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,187.49万 | 0.17% | 290,554 | 12,792 | 4.6% | $52.28万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,198.61万 | 0.17% | 238,766 | -7,581 | -3.1% | -$38.06万 | 减仓 |
| IJR | ISHARES TR | $1,217.81万 | 0.17% | 83,762 | -2,826 | -3.3% | -$41.09万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $1,219.62万 | 0.17% | 397,660 | 51,524 | 14.9% | $158.02万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,225.43万 | 0.17% | 242,085 | 22,075 | 10.0% | $111.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,237.56万 | 0.17% | 273,252 | 26,999 | 11.0% | $122.28万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,267.48万 | 0.18% | 63,153 | -4,970 | -7.3% | -$99.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,269.11万 | 0.18% | 37,413 | -357 | -0.9% | -$12.11万 | 减仓 |
| LQD | ISHARES TR | $1,270.68万 | 0.18% | 117,786 | -5,246 | -4.3% | -$56.59万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,316.44万 | 0.19% | 159,183 | 15,900 | 11.1% | $131.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,369.04万 | 0.19% | 57,311 | -969 | -1.7% | -$23.15万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,384.82万 | 0.20% | 303,754 | 13,843 | 4.8% | $63.11万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,467.09万 | 0.21% | 322,153 | -22,666 | -6.6% | -$103.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,503.79万 | 0.21% | 62,058 | -1,970 | -3.1% | -$47.74万 | 减仓 |
| USXF | ISHARES TR | $1,522.36万 | 0.22% | 227,544 | -1,677 | -0.7% | -$11.22万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,525.23万 | 0.22% | 200,425 | -1,877 | -0.9% | -$14.28万 | 减仓 |
| IYY | ISHARES TR | $1,536.76万 | 0.22% | 84,331 | -456 | -0.5% | -$8.31万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,587.78万 | 0.22% | 187,570 | -11,949 | -6.0% | -$101.15万 | 减仓 |
| QUAL | ISHARES TR | $1,630.37万 | 0.23% | 74,877 | -2,366 | -3.1% | -$51.52万 | 减仓 |
| IBTG | ISHARES TR | $1,686.99万 | 0.24% | 738,612 | -38,082 | -4.9% | -$86.98万 | 减仓 |
| IWD | ISHARES TR | $1,715.84万 | 0.24% | 69,260 | -3,137 | -4.3% | -$77.72万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,760.96万 | 0.25% | 192,560 | -11,959 | -5.8% | -$109.37万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,787.42万 | 0.25% | 145,141 | -3,414 | -2.3% | -$42.04万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,801.30万 | 0.25% | 362,873 | -17,015 | -4.5% | -$84.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,865.05万 | 0.26% | 483,548 | 54,878 | 12.8% | $211.66万 | 加仓 |
| AMZN | AMAZON COM INC | $1,896.39万 | 0.27% | 77,095 | 540 | 0.7% | $13.28万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,926.23万 | 0.27% | 409,314 | 13,871 | 3.5% | $65.28万 | 加仓 |
| GOOGL | ALPHABET INC | $1,933.12万 | 0.27% | 52,669 | 711 | 1.4% | $26.10万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,947.40万 | 0.28% | 414,958 | -15,698 | -3.6% | -$73.67万 | 减仓 |
| — | EXXON MOBIL CORP | $2,006.57万 | 0.28% | 141,617 | 595 | 0.4% | $8.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,057.64万 | 0.29% | 104,486 | -36,058 | -25.7% | -$710.09万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,064.20万 | 0.29% | 162,216 | -10,481 | -6.1% | -$133.37万 | 减仓 |
| MUB | ISHARES TR | $2,075.83万 | 0.29% | 193,569 | -1,339 | -0.7% | -$14.36万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,084.17万 | 0.29% | 366,544 | -16,029 | -4.2% | -$91.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,121.09万 | 0.30% | 42,085 | -54 | -0.1% | -$2.72万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,126.89万 | 0.30% | 441,355 | 29,792 | 7.2% | $143.57万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,170.13万 | 0.31% | 373,967 | 102,320 | 37.7% | $593.76万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,354.32万 | 0.33% | 608,037 | -2,107 | -0.3% | -$8.16万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $2,472.56万 | 0.35% | 305,254 | 1,140 | 0.4% | $9.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,542.15万 | 0.36% | 504,194 | 26,249 | 5.5% | $132.35万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2,617.34万 | 0.37% | 170,488 | 2,636 | 1.6% | $40.47万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,653.04万 | 0.37% | 323,739 | -21,460 | -6.2% | -$175.86万 | 减仓 |
| IWF | ISHARES TR | $2,763.73万 | 0.39% | 227,749 | -3,403 | -1.5% | -$41.30万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,788.33万 | 0.39% | 354,434 | -21,061 | -5.6% | -$165.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,860.24万 | 0.40% | 40,317 | 26 | 0.1% | $1.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,896.71万 | 0.41% | 357,928 | 6,394 | 1.8% | $51.75万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2,940.83万 | 0.42% | 883,930 | 141,854 | 19.1% | $471.95万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,111.19万 | 0.44% | 411,969 | -42,632 | -9.4% | -$321.96万 | 减仓 |
| EMB | ISHARES TR | $3,118.22万 | 0.44% | 325,017 | 39,151 | 13.7% | $375.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,175.02万 | 0.45% | 633,990 | -31,731 | -4.8% | -$158.91万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,186.63万 | 0.45% | 350,410 | 25,164 | 7.7% | $228.84万 | 加仓 |
| GOOG | ALPHABET INC | $3,191.78万 | 0.45% | 87,778 | 316 | 0.4% | $11.49万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,223.94万 | 0.46% | 692,502 | 45,770 | 7.1% | $213.08万 | 加仓 |
| IJH | ISHARES TR | $3,613.98万 | 0.51% | 478,863 | 17,673 | 3.8% | $133.38万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,644.75万 | 0.51% | 445,787 | -29,143 | -6.1% | -$238.27万 | 减仓 |
| MTUM | ISHARES TR | $3,798.62万 | 0.54% | 121,579 | -4,004 | -3.2% | -$125.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,843.09万 | 0.54% | 447,495 | -1,005 | -0.2% | -$8.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,175.79万 | 0.59% | 259,947 | -15,406 | -5.6% | -$247.48万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $4,210.15万 | 0.59% | 1,803,063 | 246,737 | 15.9% | $576.13万 | 加仓 |