Apella Capital, LLC
WEST HARTFORD CT · SEC CIK 0001801507
$67.46亿2026Q1 申报市值
685持仓数
33.5%前十大占比 · 第一大 9.8%
161 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAU 加仓+$1.00亿
DFCF 加仓+$7,701.67万
DIMENSIONAL ETF 加仓+$7,616.48万
DFUS 加仓+$7,402.66万
DIMENSIONAL ETF 加仓+$5,097.20万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$616.08万
BNDX 减仓-$523.79万
IVW 减仓-$306.80万
VOOG 减仓-$246.93万
IWV 减仓-$244.47万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL ETF TRUST | $1,164.93万 | 0.17% | 277,762 | 272,343 | 5,025.7% | $1,142.21万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,144.12万 | 0.17% | 143,283 | 15,775 | 12.4% | $125.96万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,134.00万 | 0.17% | 246,253 | 30,217 | 14.0% | $139.15万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,131.06万 | 0.17% | 387,348 | 387,348 | — | $1,131.06万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $1,114.35万 | 0.17% | 220,010 | 24,843 | 12.7% | $125.83万 | 加仓 |
| ESGU | ISHARES TR | $1,109.19万 | 0.16% | 71,834 | -7,772 | -9.8% | -$120.01万 | 减仓 |
| EAGG | ISHARES TR | $1,080.81万 | 0.16% | 225,921 | 10,139 | 4.7% | $48.51万 | 加仓 |
| IVW | ISHARES TR | $1,043.38万 | 0.15% | 81,311 | -23,909 | -22.7% | -$306.80万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,038.66万 | 0.15% | 31,808 | 15,432 | 94.2% | $503.92万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $1,037.54万 | 0.15% | 346,136 | 346,136 | — | $1,037.54万 | 新建仓 |
| USMV | ISHARES TR | $1,036.04万 | 0.15% | 109,218 | -9,604 | -8.1% | -$91.10万 | 减仓 |
| IBB | ISHARES TR | $1,023.57万 | 0.15% | 57,940 | 346 | 0.6% | $6.11万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $1,011.88万 | 0.15% | 137,577 | 14,986 | 12.2% | $110.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,010.55万 | 0.15% | 43,153 | 11,736 | 37.4% | $274.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,001.34万 | 0.15% | 388,192 | 226,509 | 140.1% | $584.28万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $975.03万 | 0.14% | 119,446 | -2,429 | -2.0% | -$19.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $964.55万 | 0.14% | 18,503 | 1,132 | 6.5% | $59.01万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $958.99万 | 0.14% | 227,411 | 38,703 | 20.5% | $163.21万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $956.61万 | 0.14% | 330,207 | 6,567 | 2.0% | $19.02万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $932.41万 | 0.14% | 353,319 | -24,234 | -6.4% | -$63.95万 | 减仓 |
| EFV | ISHARES TR | $921.80万 | 0.14% | 117,263 | -4,892 | -4.0% | -$38.46万 | 减仓 |
| IBTH | ISHARES TR | $921.46万 | 0.14% | 410,722 | 16,107 | 4.1% | $36.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $910.75万 | 0.14% | 27,082 | 616 | 2.3% | $20.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $901.58万 | 0.13% | 178,320 | 123,776 | 226.9% | $625.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $863.18万 | 0.13% | 57,225 | 1,688 | 3.0% | $25.46万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $863.12万 | 0.13% | 2,050 | 1,984 | 3,006.1% | $835.33万 | 加仓 |
| GLD | SPDR GOLD TR | $857.97万 | 0.13% | 19,240 | 1,076 | 5.9% | $47.98万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $831.49万 | 0.12% | 159,046 | 30,491 | 23.7% | $159.41万 | 加仓 |
| IWV | ISHARES TR | $828.76万 | 0.12% | 20,496 | -6,046 | -22.8% | -$244.47万 | 减仓 |
| ITOT | ISHARES TR | $811.13万 | 0.12% | 52,132 | 8,718 | 20.1% | $135.64万 | 加仓 |
| ESGD | ISHARES TR | $802.48万 | 0.12% | 77,910 | -1,570 | -2.0% | -$16.17万 | 减仓 |
| WMT | WALMART INC | $798.42万 | 0.12% | 62,621 | 42,418 | 210.0% | $540.83万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $775.01万 | 0.11% | 155,608 | -3,665 | -2.3% | -$18.25万 | 减仓 |
| ACWX | ISHARES TR | $769.33万 | 0.11% | 103,308 | -4,348 | -4.0% | -$32.38万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $728.88万 | 0.11% | 184,339 | 184,339 | — | $728.88万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $711.56万 | 0.11% | 10 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $707.69万 | 0.10% | 281,388 | 21,294 | 8.2% | $53.55万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $697.85万 | 0.10% | 74,397 | 74,397 | — | $697.85万 | 新建仓 |
| IWB | ISHARES TR | $697.17万 | 0.10% | 17,927 | 1,718 | 10.6% | $66.81万 | 加仓 |
| V | VISA INC | $684.52万 | 0.10% | 21,592 | 4,406 | 25.6% | $139.68万 | 加仓 |
| QLTY | GMO ETF TRUST | $680.06万 | 0.10% | 171,105 | 171,105 | — | $680.06万 | 新建仓 |
| TBIL | RBB FD INC | $670.15万 | 0.10% | 134,164 | 134,164 | — | $670.15万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $664.48万 | 0.10% | 65,504 | 15,042 | 29.8% | $152.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $663.30万 | 0.10% | 42,037 | 13,773 | 48.7% | $217.32万 | 加仓 |
| JNK | SPDR SERIES TRUST | $653.83万 | 0.10% | 67,350 | -5,315 | -7.3% | -$51.60万 | 减仓 |
| DMXF | ISHARES TR | $622.26万 | 0.09% | 75,723 | 75,723 | — | $622.26万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $606.56万 | 0.09% | 17,786 | 17,786 | — | $606.56万 | 新建仓 |
| IVV | ISHARES TR | $598.47万 | 0.09% | 8,389 | 2,995 | 55.5% | $213.66万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $583.01万 | 0.09% | 239,922 | -20,925 | -8.0% | -$50.85万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $576.76万 | 0.09% | 28,792 | 28,792 | — | $576.76万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $566.90万 | 0.08% | 94,863 | -493 | -0.5% | -$2.95万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $565.05万 | 0.08% | 165,606 | 21,125 | 14.6% | $72.08万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $561.76万 | 0.08% | 55,664 | 3,614 | 6.9% | $36.47万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $561.26万 | 0.08% | 68,951 | 68,951 | — | $561.26万 | 新建仓 |
| ACWV | ISHARES INC | $556.43万 | 0.08% | 45,508 | 45,508 | — | $556.43万 | 新建仓 |
| IWM | ISHARES TR | $551.23万 | 0.08% | 19,988 | 1,652 | 9.0% | $45.56万 | 加仓 |
| ESML | ISHARES TR | $550.67万 | 0.08% | 107,468 | 23,450 | 27.9% | $120.16万 | 加仓 |
| PFFD | GLOBAL X FDS | $537.40万 | 0.08% | 283,436 | -11,238 | -3.8% | -$21.31万 | 减仓 |
| PEP | PEPSICO INC | $528.16万 | 0.08% | 33,498 | 5,875 | 21.3% | $92.63万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $526.15万 | 0.08% | 144,506 | 144,506 | — | $526.15万 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $521.17万 | 0.08% | 99,726 | 99,726 | — | $521.17万 | 新建仓 |
| EFAV | ISHARES TR | $519.86万 | 0.08% | 55,707 | -6,531 | -10.5% | -$60.95万 | 减仓 |
| CAT | CATERPILLAR INC | $505.97万 | 0.08% | 6,367 | 2,564 | 67.4% | $203.76万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $478.63万 | 0.07% | 94,182 | 72,893 | 342.4% | $370.44万 | 加仓 |
| META | META PLATFORMS INC | $471.79万 | 0.07% | 6,852 | 1,120 | 19.5% | $77.12万 | 加仓 |
| IGSB | ISHARES TR | $466.67万 | 0.07% | 88,536 | 21,249 | 31.6% | $112.00万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $460.91万 | 0.07% | 16,838 | 7 | 0.0% | $1,916 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $459.86万 | 0.07% | 78,395 | 78,395 | — | $459.86万 | 新建仓 |
| GLDM | WORLD GOLD TR | $457.81万 | 0.07% | 47,669 | -2,849 | -5.6% | -$27.36万 | 减仓 |
| PFXF | VANECK ETF TRUST | $455.31万 | 0.07% | 247,993 | -6,572 | -2.6% | -$12.07万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $453.60万 | 0.07% | 95,547 | 17,528 | 22.5% | $83.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $447.11万 | 0.07% | 4,472 | 1,254 | 39.0% | $125.37万 | 加仓 |
| PFF | ISHARES TR | $446.29万 | 0.07% | 141,859 | -3,432 | -2.4% | -$10.80万 | 减仓 |
| HD | HOME DEPOT INC | $443.71万 | 0.07% | 12,699 | 6,050 | 91.0% | $211.39万 | 加仓 |
| MRK | MERCK & CO INC | $442.19万 | 0.07% | 37,137 | 22,436 | 152.6% | $267.15万 | 加仓 |
| IQLT | ISHARES TR | $435.90万 | 0.06% | 87,742 | -5,188 | -5.6% | -$25.77万 | 减仓 |
| IBTI | ISHARES TR | $434.18万 | 0.06% | 194,701 | 25,688 | 15.2% | $57.28万 | 加仓 |
| ABBV | ABBVIE INC | $422.97万 | 0.06% | 20,298 | 10,041 | 97.9% | $209.23万 | 加仓 |
| SHM | SPDR SERIES TRUST | $418.96万 | 0.06% | 87,302 | 42 | 0.0% | $2,016 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $413.94万 | 0.06% | 118,015 | -7,185 | -5.7% | -$25.20万 | 减仓 |
| IGF | ISHARES TR | $413.32万 | 0.06% | 61,179 | -1,261 | -2.0% | -$8.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $410.18万 | 0.06% | 22,294 | 5,055 | 29.3% | $93.01万 | 加仓 |
| MCD | MCDONALDS CORP | $410.07万 | 0.06% | 13,170 | 2,326 | 21.4% | $72.42万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $401.77万 | 0.06% | 151,956 | 151,956 | — | $401.77万 | 新建仓 |
| UNP | UNION PAC CORP | $399.25万 | 0.06% | 15,898 | 3,220 | 25.4% | $80.86万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $385.61万 | 0.06% | 39,885 | 1,754 | 4.6% | $16.96万 | 加仓 |
| DE | DEERE & CO | $384.48万 | 0.06% | 6,512 | 57 | 0.9% | $3.37万 | 加仓 |
| LLY | ELI LILLY & CO | $383.55万 | 0.06% | 4,137 | 963 | 30.3% | $89.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $382.21万 | 0.06% | 117,170 | 10,083 | 9.4% | $32.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $379.81万 | 0.06% | 14,985 | 6,207 | 70.7% | $157.32万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $375.20万 | 0.06% | 36,857 | 245 | 0.7% | $2.49万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $374.95万 | 0.06% | 5,636 | 4,151 | 279.5% | $276.16万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $373.02万 | 0.06% | 5,997 | 142 | 2.4% | $8.83万 | 加仓 |
| TSLA | TESLA INC | $372.26万 | 0.06% | 9,292 | 4,220 | 83.2% | $169.06万 | 加仓 |
| IAU | ISHARES GOLD TR | $369.82万 | 0.05% | 40,489 | 7,492 | 22.7% | $68.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $369.32万 | 0.05% | 25,136 | 8,103 | 47.6% | $119.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $365.97万 | 0.05% | 44,954 | 6,411 | 16.6% | $52.19万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $365.29万 | 0.05% | 10,877 | 5,863 | 116.9% | $196.90万 | 加仓 |
| ESGE | ISHARES INC | $363.57万 | 0.05% | 71,387 | -148 | -0.2% | -$7,538 | 减仓 |
| SPYM | SPDR SERIES TRUST | $357.51万 | 0.05% | 42,774 | 1,775 | 4.3% | $14.84万 | 加仓 |