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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $4,238.80万 | 0.60% | 525,840 | -24,412 | -4.4% | -$196.79万 | 减仓 |
| IAGG | ISHARES TR | $4,300.16万 | 0.61% | 861,066 | 143,758 | 20.0% | $717.93万 | 加仓 |
| SUB | ISHARES TR | $4,415.04万 | 0.62% | 415,416 | -3,060 | -0.7% | -$32.52万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,418.15万 | 0.62% | 148,012 | 5,785 | 4.1% | $172.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,539.65万 | 0.64% | 945,365 | -29,586 | -3.0% | -$142.07万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,659.06万 | 0.66% | 1,121,313 | 7,752 | 0.7% | $32.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,718.30万 | 0.67% | 121,343 | -20 | -0.0% | -$7,777 | 减仓 |
| IEFA | ISHARES TR | $4,982.59万 | 0.70% | 513,616 | 26,448 | 5.4% | $256.57万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,032.53万 | 0.71% | 402,893 | 47,245 | 13.3% | $590.14万 | 加仓 |
| ISTB | ISHARES TR | $5,217.81万 | 0.74% | 1,085,686 | 137,171 | 14.5% | $659.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,220.44万 | 0.74% | 237,757 | 9,132 | 4.0% | $200.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,457.30万 | 0.77% | 525,853 | 36,014 | 7.4% | $373.75万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $5,493.41万 | 0.78% | 415,255 | 1,540 | 0.4% | $20.37万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $5,630.17万 | 0.80% | 2,223,605 | 416,473 | 23.0% | $1,054.51万 | 加仓 |
| MGC | VANGUARD WORLD FD | $5,792.07万 | 0.82% | 211,482 | -5,855 | -2.7% | -$160.36万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,860.45万 | 0.83% | 1,602,530 | -10,320 | -0.6% | -$37.74万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,875.78万 | 0.83% | 1,070,075 | -4,864 | -0.5% | -$26.71万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $6,126.01万 | 0.87% | 1,536,111 | 71,379 | 4.9% | $284.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,235.19万 | 0.88% | 90,749 | 8,961 | 11.0% | $615.69万 | 加仓 |
| IUSB | ISHARES TR | $6,332.19万 | 0.89% | 1,382,574 | 260,144 | 23.2% | $1,191.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,355.60万 | 0.90% | 85,001 | -2,649 | -3.0% | -$198.07万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,529.99万 | 0.92% | 1,666,664 | 9,486 | 0.6% | $37.17万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $7,156.02万 | 1.01% | 2,097,924 | 98,390 | 4.9% | $335.61万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,435.92万 | 1.05% | 828,607 | 71,359 | 9.4% | $640.38万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $7,681.37万 | 1.08% | 1,590,906 | 270,730 | 20.5% | $1,307.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,232.59万 | 1.30% | 997,148 | 36,996 | 3.9% | $342.55万 | 加仓 |
| AAPL | APPLE INC | $1.05亿 | 1.48% | 337,158 | 11,593 | 3.6% | $360.15万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.07亿 | 1.52% | 1,943,050 | 47,883 | 2.5% | $264.60万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.10亿 | 1.56% | 2,130,305 | -23,235 | -1.1% | -$120.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.18亿 | 1.67% | 2,010,728 | 51,360 | 2.6% | $302.41万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1.20亿 | 1.70% | 2,259,550 | 128,611 | 6.0% | $684.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.22亿 | 1.72% | 1,717,714 | -22,764 | -1.3% | -$161.12万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.22亿 | 1.72% | 359,515 | 28,912 | 8.7% | $979.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.23亿 | 1.73% | 1,579,884 | -76,098 | -4.6% | -$590.75万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.33亿 | 1.87% | 1,820,993 | 24,575 | 1.4% | $179.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.44亿 | 2.03% | 2,077,701 | -55,126 | -2.6% | -$382.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.71亿 | 2.42% | 4,123,403 | 231,456 | 5.9% | $960.54万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.79亿 | 2.53% | 4,772,870 | 220,410 | 4.8% | $827.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.80亿 | 2.54% | 2,199,716 | 19,165 | 0.9% | $156.73万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.96亿 | 2.77% | 4,667,514 | 259,037 | 5.9% | $1,088.21万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2.59亿 | 3.65% | 5,420,887 | 174,560 | 3.3% | $832.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.75亿 | 3.88% | 743,141 | 13,108 | 1.8% | $484.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7.13亿 | 10.08% | 16,110,656 | 386,133 | 2.5% | $1,709.80万 | 加仓 |