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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -96,579 | -100.0% | -$135.40万 | 清仓 |
| NIC | NICOLET BANKSHARES INC | $0 | 0.00% | 0 | -2,926 | -100.0% | -$46.31万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -6,328 | -100.0% | -$31.02万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,428 | -100.0% | -$28.91万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -2,233 | -100.0% | -$26.09万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,521 | -100.0% | -$25.45万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,376 | -100.0% | -$24.84万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -614 | -100.0% | -$24.15万 | 清仓 |
| TSME | THRIVENT ETF TRUST | $0 | 0.00% | 0 | -5,107 | -100.0% | -$23.90万 | 清仓 |
| SETM | SPROTT FDS TR | $0 | 0.00% | 0 | -6,196 | -100.0% | -$23.78万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -539 | -100.0% | -$23.19万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -828 | -100.0% | -$22.76万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -997 | -100.0% | -$21.95万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1,498 | -100.0% | -$20.42万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,190 | -100.0% | -$20.34万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -2,369 | -100.0% | -$20.14万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -5,500 | -100.0% | -$15.68万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -14,845 | -100.0% | -$14.76万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -10,255 | -100.0% | -$12.82万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -11,733 | -100.0% | -$12.47万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.66万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$11.53万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$8.25万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.70万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -13,909 | -100.0% | -$5.31万 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -13,323 | -100.0% | -$2.22万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$2.15万 | 清仓 |
| ENVX | ENOVIX CORPORATION 看涨期权 | $7,485 | 0.00% | 1,500 | -1,800 | -54.5% | -$8,982 | 减仓 |
| NKE | NIKE INC 看涨期权 | $8,642 | 0.00% | 200 | 200 | — | $8,642 | 新建仓 |
| — | MGP INGREDIENTS INC NEW | $1.16万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| CABO | CABLE ONE INC | $1.26万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看涨期权 | $1.74万 | 0.00% | 400 | 400 | — | $1.74万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $2.42万 | 0.00% | 19,246 | 7,025 | 57.5% | $8,852 | 加仓 |
| — | PLATINUM GROUP METALS LTD | $2.63万 | 0.00% | 19,950 | -3,050 | -13.3% | -$4,026 | 减仓 |
| WIT | WIPRO LTD | $2.78万 | 0.00% | 15,041 | 15,041 | — | $2.78万 | 新建仓 |
| APH | AMPHENOL CORP 看涨期权 | $3.17万 | 0.00% | 200 | 200 | — | $3.17万 | 新建仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $3.33万 | 0.00% | 200 | 200 | — | $3.33万 | 新建仓 |
| CRM | SALESFORCE INC 看涨期权 | $3.39万 | 0.00% | 200 | 200 | — | $3.39万 | 新建仓 |
| — | MANHATTAN BRDG CAP INC | $3.42万 | 0.00% | 34,173 | -3,641 | -9.6% | -$3,641 | 减仓 |
| — | FRONTIER NUCLEAR & MINERALS | $3.59万 | 0.00% | 22,000 | 7,000 | 46.7% | $1.14万 | 加仓 |
| — | URANIUM RTY CORP | $3.61万 | 0.00% | 13,640 | -6,137 | -31.0% | -$1.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3.94万 | 0.00% | 200 | 200 | — | $3.94万 | 新建仓 |
| CLVT | CLARIVATE PLC | $4.00万 | 0.00% | 15,921 | -157 | -1.0% | -$394 | 减仓 |
| OPK | OPKO HEALTH INC | $4.03万 | 0.00% | 27,021 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $4.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $5.18万 | 0.00% | 23,542 | -692 | -2.9% | -$1,522 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $5.37万 | 0.00% | 400 | 400 | — | $5.37万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.56万 | 0.00% | 12,187 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.35万 | 0.00% | 14,991 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST 看涨期权 | $7.42万 | 0.00% | 5,000 | 5,000 | — | $7.42万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $8.06万 | 0.00% | 200 | 200 | — | $8.06万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $8.65万 | 0.00% | 200 | 200 | — | $8.65万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $11.82万 | 0.00% | 600 | 600 | — | $11.82万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $12.36万 | 0.00% | 17,525 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $12.43万 | 0.00% | 55,252 | -506 | -0.9% | -$1,138 | 减仓 |
| ENVX | ENOVIX CORPORATION | $12.92万 | 0.00% | 25,920 | 10,000 | 62.8% | $4.98万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $13.29万 | 0.00% | 600 | 600 | — | $13.29万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $13.38万 | 0.00% | 33,030 | 11,972 | 56.9% | $4.85万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $13.82万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $14.21万 | 0.00% | 9,579 | 9,579 | — | $14.21万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $14.68万 | 0.00% | 400 | 400 | — | $14.68万 | 新建仓 |
| OMER | OMEROS CORP | $14.76万 | 0.00% | 14,288 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $14.83万 | 0.00% | 400 | 400 | — | $14.83万 | 新建仓 |
| PGEN | PRECIGEN INC | $15.97万 | 0.00% | 28,985 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $16.05万 | 0.00% | 14,455 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP 看跌期权 | $16.71万 | 0.00% | 800 | 800 | — | $16.71万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $18.85万 | 0.00% | 39,777 | 28,084 | 240.2% | $13.31万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.01万 | 0.00% | 355 | 11 | 3.2% | $6,201 | 加仓 |
| RL | RALPH LAUREN CORP | $20.04万 | 0.00% | 507 | 507 | — | $20.04万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $20.11万 | 0.00% | 1,213 | 1,213 | — | $20.11万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $20.15万 | 0.00% | 42,250 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $20.16万 | 0.00% | 5,222 | 97 | 1.9% | $3,745 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $20.25万 | 0.00% | 3,614 | -746 | -17.1% | -$4.18万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $20.27万 | 0.00% | 795 | 795 | — | $20.27万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $20.31万 | 0.00% | 1,554 | 1,554 | — | $20.31万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $20.32万 | 0.00% | 1,027 | 75 | 7.9% | $1.48万 | 加仓 |
| INDA | ISHARES TR | $20.37万 | 0.00% | 4,129 | 4,129 | — | $20.37万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $20.51万 | 0.00% | 1,495 | -60 | -3.9% | -$8,231 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $20.55万 | 0.00% | 1,153 | 1,153 | — | $20.55万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.63万 | 0.00% | 6,350 | -485 | -7.1% | -$1.58万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $20.87万 | 0.00% | 694 | -22 | -3.1% | -$6,616 | 减仓 |
| STPZ | PIMCO ETF TR | $20.96万 | 0.00% | 3,960 | 7 | 0.2% | $371 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $20.97万 | 0.00% | 4,242 | 4,242 | — | $20.97万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $21.02万 | 0.00% | 1,877 | 1,877 | — | $21.02万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $21.02万 | 0.00% | 6,069 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $21.18万 | 0.00% | 19,467 | -40 | -0.2% | -$435 | 减仓 |
| LEN | LENNAR CORP | $21.19万 | 0.00% | 2,443 | 47 | 2.0% | $4,077 | 加仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $21.24万 | 0.00% | 3,900 | 2,000 | 105.3% | $10.89万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.31万 | 0.00% | 1,363 | -41 | -2.9% | -$6,409 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $21.35万 | 0.00% | 1,517 | 7 | 0.5% | $985 | 加仓 |
| GOVT | ISHARES TR | $21.41万 | 0.00% | 9,472 | 17 | 0.2% | $384 | 重新持有 |
| IAUM | ISHARES GOLD TRUST MICRO | $21.60万 | 0.00% | 5,266 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $21.91万 | 0.00% | 1,316 | 1,316 | — | $21.91万 | 新建仓 |
| ROST | ROSS STORES INC | $22.16万 | 0.00% | 1,032 | 1,032 | — | $22.16万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $22.16万 | 0.00% | 5,089 | -1,241 | -19.6% | -$5.40万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $22.38万 | 0.00% | 15,804 | -15,668 | -49.8% | -$22.19万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $22.38万 | 0.00% | 1,506 | 34 | 2.3% | $5,052 | 加仓 |
| O | REALTY INCOME CORP | $22.43万 | 0.00% | 3,504 | 3,504 | — | $22.43万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $22.43万 | 0.00% | 5,044 | 132 | 2.7% | $5,871 | 加仓 |
| GM | GENERAL MTRS CO | $22.45万 | 0.00% | 2,953 | 276 | 10.3% | $2.10万 | 加仓 |