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 |
|---|---|---|---|---|---|---|---|---|
| GEM | GOLDMAN SACHS ETF TR | $1,198.61万 | 0.17% | 238,766 | -7,581 | -3.1% | -$38.06万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,187.49万 | 0.17% | 290,554 | 12,792 | 4.6% | $52.28万 | 加仓 |
| CMF | ISHARES TR | $1,176.57万 | 0.17% | 204,693 | -7,817 | -3.7% | -$44.93万 | 减仓 |
| IEMG | ISHARES INC | $1,162.97万 | 0.16% | 145,753 | -17,055 | -10.5% | -$136.08万 | 减仓 |
| ESGU | ISHARES TR | $1,161.63万 | 0.16% | 70,792 | -1,042 | -1.5% | -$17.10万 | 减仓 |
| IBB | ISHARES TR | $1,140.41万 | 0.16% | 57,530 | -410 | -0.7% | -$8.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,135.22万 | 0.16% | 42,479 | -674 | -1.6% | -$18.01万 | 减仓 |
| IMTM | ISHARES TR | $1,120.99万 | 0.16% | 214,996 | -6,974 | -3.1% | -$36.36万 | 减仓 |
| EAGG | ISHARES TR | $1,110.83万 | 0.16% | 236,196 | 10,275 | 4.5% | $48.32万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,088.95万 | 0.15% | 31,624 | -184 | -0.6% | -$6.34万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,045.94万 | 0.15% | 27,919 | 837 | 3.1% | $31.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,029.02万 | 0.15% | 386,053 | -2,139 | -0.6% | -$5.70万 | 减仓 |
| USMV | ISHARES TR | $1,016.37万 | 0.14% | 103,342 | -5,876 | -5.4% | -$57.79万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,009.90万 | 0.14% | 342,804 | 12,597 | 3.8% | $37.11万 | 加仓 |
| IBTH | ISHARES TR | $983.74万 | 0.14% | 440,843 | 30,121 | 7.3% | $67.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $979.90万 | 0.14% | 18,432 | -71 | -0.4% | -$3.77万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $978.30万 | 0.14% | 117,953 | -1,493 | -1.2% | -$12.38万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $965.54万 | 0.14% | 133,347 | -4,230 | -3.1% | -$30.63万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $959.71万 | 0.14% | 233,025 | 5,614 | 2.5% | $23.12万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $939.84万 | 0.13% | 181,331 | 22,285 | 14.0% | $115.50万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $918.00万 | 0.13% | 317,537 | -69,811 | -18.0% | -$201.82万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $916.90万 | 0.13% | 181,816 | 3,496 | 2.0% | $17.63万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $910.00万 | 0.13% | 167,820 | 142,896 | 573.3% | $774.85万 | 加仓 |
| EFV | ISHARES TR | $898.35万 | 0.13% | 114,996 | -2,267 | -1.9% | -$17.71万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $891.94万 | 0.13% | 164,065 | 154,246 | 1,570.9% | $838.56万 | 加仓 |
| ITOT | ISHARES TR | $884.43万 | 0.12% | 53,889 | 1,757 | 3.4% | $28.84万 | 加仓 |
| IWV | ISHARES TR | $871.74万 | 0.12% | 20,446 | -50 | -0.2% | -$2.13万 | 减仓 |
| TBIL | RBB FD INC | $856.07万 | 0.12% | 171,558 | 37,394 | 27.9% | $186.60万 | 加仓 |
| IVW | ISHARES TR | $850.72万 | 0.12% | 62,525 | -18,786 | -23.1% | -$255.60万 | 减仓 |
| ESGD | ISHARES TR | $813.78万 | 0.11% | 78,962 | 1,052 | 1.4% | $10.84万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $790.60万 | 0.11% | 42,100 | 63 | 0.1% | $1.18万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $781.59万 | 0.11% | 190,445 | 6,106 | 3.3% | $25.06万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $768.81万 | 0.11% | 154,909 | -699 | -0.4% | -$3.47万 | 减仓 |
| ACWX | ISHARES TR | $766.95万 | 0.11% | 102,070 | -1,238 | -1.2% | -$9.30万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $756.00万 | 0.11% | 10 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $740.80万 | 0.10% | 21,034 | -558 | -2.6% | -$19.65万 | 减仓 |
| GLD | SPDR GOLD TR | $738.86万 | 0.10% | 19,573 | 333 | 1.7% | $12.57万 | 加仓 |
| IWB | ISHARES TR | $734.50万 | 0.10% | 17,927 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $730.88万 | 0.10% | 46,749 | -10,476 | -18.3% | -$163.78万 | 减仓 |
| SUSB | ISHARES TR | $714.43万 | 0.10% | 287,037 | 5,649 | 2.0% | $14.06万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $696.47万 | 0.10% | 73,105 | -1,292 | -1.7% | -$12.31万 | 减仓 |
| WMT | WALMART INC | $691.85万 | 0.10% | 62,027 | -594 | -0.9% | -$6.63万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $677.36万 | 0.10% | 351,326 | -1,993 | -0.6% | -$3.84万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $668.65万 | 0.09% | 29,120 | 328 | 1.1% | $7.53万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $648.90万 | 0.09% | 64,172 | -1,332 | -2.0% | -$13.47万 | 减仓 |
| QLTY | GMO ETF TRUST | $646.58万 | 0.09% | 155,203 | -15,902 | -9.3% | -$66.25万 | 减仓 |
| DMXF | ISHARES TR | $633.65万 | 0.09% | 75,662 | -61 | -0.1% | -$5,109 | 减仓 |
| IVV | ISHARES TR | $627.50万 | 0.09% | 8,355 | -34 | -0.4% | -$2.55万 | 减仓 |
| JNK | SPDR SERIES TRUST | $617.91万 | 0.09% | 64,333 | -3,017 | -4.5% | -$28.98万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $616.83万 | 0.09% | 183,718 | 18,112 | 10.9% | $60.81万 | 加仓 |
| CAT | CATERPILLAR INC | $604.36万 | 0.09% | 6,429 | 62 | 1.0% | $5.83万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $600.21万 | 0.08% | 16,856 | 18 | 0.1% | $6,409 | 加仓 |
| ESML | ISHARES TR | $596.02万 | 0.08% | 109,623 | 2,155 | 2.0% | $11.72万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $591.76万 | 0.08% | 245,952 | 6,030 | 2.5% | $14.51万 | 加仓 |
| IWM | ISHARES TR | $590.11万 | 0.08% | 19,923 | -65 | -0.3% | -$1.93万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $574.21万 | 0.08% | 16,833 | -953 | -5.4% | -$32.51万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $559.47万 | 0.08% | 55,564 | -100 | -0.2% | -$1.01万 | 减仓 |
| ACWV | ISHARES INC | $551.92万 | 0.08% | 44,992 | -516 | -1.1% | -$6.33万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $542.23万 | 0.08% | 65,685 | -3,266 | -4.7% | -$26.96万 | 减仓 |
| LLY | ELI LILLY & CO | $528.29万 | 0.07% | 4,276 | 139 | 3.4% | $17.17万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $524.75万 | 0.07% | 148,026 | 3,520 | 2.4% | $12.48万 | 加仓 |
| ABBV | ABBVIE INC | $523.68万 | 0.07% | 20,565 | 267 | 1.3% | $6.80万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $516.81万 | 0.07% | 99,443 | -283 | -0.3% | -$1.47万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $488.41万 | 0.07% | 102,996 | 7,449 | 7.8% | $35.32万 | 加仓 |
| — | ALPHA TAU MEDICAL LTD | $487.60万 | 0.07% | 382,284 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $486.41万 | 0.07% | 260,807 | -22,629 | -8.0% | -$42.20万 | 减仓 |
| MRK | MERCK & CO INC | $485.33万 | 0.07% | 37,663 | 526 | 1.4% | $6.78万 | 加仓 |
| PEP | PEPSICO INC | $485.16万 | 0.07% | 33,464 | -34 | -0.1% | -$4,929 | 减仓 |
| IBTI | ISHARES TR | $480.09万 | 0.07% | 217,581 | 22,880 | 11.8% | $50.48万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $475.49万 | 0.07% | 80,157 | 1,762 | 2.2% | $10.45万 | 加仓 |
| EFAV | ISHARES TR | $468.58万 | 0.07% | 52,215 | -3,492 | -6.3% | -$31.34万 | 减仓 |
| IGSB | ISHARES TR | $457.31万 | 0.06% | 87,657 | -879 | -1.0% | -$4.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $452.63万 | 0.06% | 14,785 | -200 | -1.3% | -$6.12万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $451.84万 | 0.06% | 77,093 | -17,770 | -18.7% | -$104.15万 | 减仓 |
| UNP | UNION PAC CORP | $442.48万 | 0.06% | 15,629 | -269 | -1.7% | -$7.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $439.95万 | 0.06% | 8,524 | -121 | -1.4% | -$6.25万 | 减仓 |
| PFXF | VANECK ETF TRUST | $433.02万 | 0.06% | 243,819 | -4,174 | -1.7% | -$7.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $426.50万 | 0.06% | 4,501 | 29 | 0.6% | $2.75万 | 加仓 |
| PFF | ISHARES TR | $422.67万 | 0.06% | 138,534 | -3,325 | -2.3% | -$10.14万 | 减仓 |
| SHM | SPDR SERIES TRUST | $421.56万 | 0.06% | 88,138 | 836 | 1.0% | $4.00万 | 加仓 |
| IQLT | ISHARES TR | $420.41万 | 0.06% | 84,983 | -2,759 | -3.1% | -$13.65万 | 减仓 |
| HD | HOME DEPOT INC | $410.39万 | 0.06% | 11,888 | -811 | -6.4% | -$28.00万 | 减仓 |
| IGF | ISHARES TR | $404.96万 | 0.06% | 60,289 | -890 | -1.5% | -$5.98万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $402.84万 | 0.06% | 152,619 | 663 | 0.4% | $1.75万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $402.63万 | 0.06% | 40,918 | 1,033 | 2.6% | $10.16万 | 加仓 |
| META | META PLATFORMS INC | $399.04万 | 0.06% | 6,482 | -370 | -5.4% | -$22.78万 | 减仓 |
| DE | DEERE & CO | $395.90万 | 0.06% | 6,559 | 47 | 0.7% | $2.84万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $393.26万 | 0.06% | 44,087 | 44,087 | — | $393.26万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $392.00万 | 0.06% | 22,527 | 233 | 1.0% | $4.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $390.53万 | 0.06% | 44,795 | -159 | -0.4% | -$1.39万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $388.04万 | 0.05% | 113,098 | -4,072 | -3.5% | -$13.97万 | 减仓 |
| TSLA | TESLA INC | $382.88万 | 0.05% | 9,503 | 211 | 2.3% | $8.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $379.37万 | 0.05% | 24,836 | -300 | -1.2% | -$4.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $376.98万 | 0.05% | 42,839 | 65 | 0.2% | $5,720 | 加仓 |
| VBK | VANGUARD INDEX FDS | $373.89万 | 0.05% | 10,556 | -321 | -3.0% | -$11.37万 | 减仓 |
| ESGE | ISHARES INC | $373.15万 | 0.05% | 70,927 | -460 | -0.6% | -$2.42万 | 减仓 |
| MCD | MCDONALDS CORP | $371.03万 | 0.05% | 13,147 | -23 | -0.2% | -$6,491 | 减仓 |
| GLDM | WORLD GOLD TR | $368.59万 | 0.05% | 45,276 | -2,393 | -5.0% | -$19.48万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $366.29万 | 0.05% | 11,069 | 5 | 0.0% | $1,655 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $366.21万 | 0.05% | 72,060 | -22,122 | -23.5% | -$112.42万 | 减仓 |