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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | $356.23万 | 0.05% | 96,777 | -1,907 | -1.9% | -$7.02万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $355.64万 | 0.05% | 5,344 | -154 | -2.8% | -$10.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $350.96万 | 0.05% | 38,156 | 28,280 | 286.4% | $260.12万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $347.35万 | 0.05% | 11,064 | 6,725 | 155.0% | $211.13万 | 加仓 |
| SHY | ISHARES TR | $346.72万 | 0.05% | 41,955 | 2,291 | 5.8% | $18.93万 | 加仓 |
| EEMV | ISHARES INC | $338.06万 | 0.05% | 47,782 | -5,971 | -11.1% | -$42.24万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $336.01万 | 0.05% | 5,674 | 3,654 | 180.9% | $216.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $327.38万 | 0.05% | 22,001 | 22,001 | — | $327.38万 | 新建仓 |
| AVGO | BROADCOM INC | $326.48万 | 0.05% | 8,031 | 2,115 | 35.8% | $85.98万 | 加仓 |
| RTX | RTX CORPORATION | $324.51万 | 0.05% | 16,521 | 5,456 | 49.3% | $107.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $315.39万 | 0.05% | 112,680 | 5,748 | 5.4% | $16.09万 | 加仓 |
| BCI | ABRDN ETFS | $314.19万 | 0.05% | 132,849 | -45,703 | -25.6% | -$108.09万 | 减仓 |
| EMXC | ISHARES INC | $313.19万 | 0.05% | 34,931 | 13,239 | 61.0% | $118.70万 | 加仓 |
| ORCL | ORACLE CORP | $310.65万 | 0.05% | 17,745 | 6,296 | 55.0% | $110.22万 | 加仓 |
| — | ALPHA TAU MEDICAL LTD | $306.97万 | 0.05% | 382,284 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $306.95万 | 0.05% | 45,467 | 1,321 | 3.0% | $8.92万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $306.54万 | 0.05% | 60,738 | 60,738 | — | $306.54万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $304.62万 | 0.05% | 19,736 | 6,678 | 51.1% | $103.07万 | 加仓 |
| BA | BOEING CO | $304.44万 | 0.05% | 13,629 | 3,762 | 38.1% | $84.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $302.34万 | 0.04% | 3,058 | 49 | 1.6% | $4.84万 | 加仓 |
| DIS | DISNEY WALT CO | $300.96万 | 0.04% | 28,315 | 5,733 | 25.4% | $60.94万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $291.03万 | 0.04% | 18,755 | 5,292 | 39.3% | $82.12万 | 加仓 |
| DHS | WISDOMTREE TR | $290.22万 | 0.04% | 26,209 | 24,012 | 1,092.9% | $265.89万 | 加仓 |
| VGT | VANGUARD WORLD FD | $287.15万 | 0.04% | 3,564 | 1,155 | 47.9% | $93.06万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $282.19万 | 0.04% | 115,606 | 115,606 | — | $282.19万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $277.29万 | 0.04% | 12,066 | 3,852 | 46.9% | $88.52万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $272.94万 | 0.04% | 85,056 | 554 | 0.7% | $1.78万 | 加仓 |
| KO | COCA COLA CO | $271.29万 | 0.04% | 35,818 | 10,525 | 41.6% | $79.72万 | 加仓 |
| EFA | ISHARES TR | $265.11万 | 0.04% | 25,413 | 7,047 | 38.4% | $73.51万 | 加仓 |
| BAC | BANK AMERICA CORP | $260.15万 | 0.04% | 48,256 | 29,974 | 164.0% | $161.59万 | 加仓 |
| IJS | ISHARES TR | $256.95万 | 0.04% | 20,159 | 12,300 | 156.5% | $156.78万 | 加仓 |
| HEFA | ISHARES TR | $256.85万 | 0.04% | 57,021 | -3,839 | -6.3% | -$17.29万 | 减仓 |
| SO | SOUTHERN CO | $250.05万 | 0.04% | 26,457 | 7,980 | 43.2% | $75.42万 | 加仓 |
| CSCO | CISCO SYS INC | $246.97万 | 0.04% | 28,635 | 6,098 | 27.1% | $52.59万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $246.38万 | 0.04% | 27,991 | 3,462 | 14.1% | $30.47万 | 加仓 |
| IVE | ISHARES TR | $245.52万 | 0.04% | 11,115 | 1,170 | 11.8% | $25.84万 | 加仓 |
| GE | GE AEROSPACE | $241.60万 | 0.04% | 7,944 | 2,861 | 56.3% | $87.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $240.67万 | 0.04% | 8,645 | 2,544 | 41.7% | $70.82万 | 加仓 |
| EMR | EMERSON ELEC CO | $240.49万 | 0.04% | 16,432 | 3,092 | 23.2% | $45.25万 | 加仓 |
| T | AT&T INC | $236.54万 | 0.04% | 89,226 | 34,186 | 62.1% | $90.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $233.09万 | 0.03% | 45,383 | 12,273 | 37.1% | $63.03万 | 加仓 |
| TLTW | ISHARES TR | $232.54万 | 0.03% | 103,032 | 103,032 | — | $232.54万 | 新建仓 |
| NFLX | NETFLIX INC. | $232.34万 | 0.03% | 23,877 | 4,933 | 26.0% | $48.00万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $228.84万 | 0.03% | 45,288 | 45,288 | — | $228.84万 | 新建仓 |
| IYW | ISHARES TR | $226.00万 | 0.03% | 10,758 | 102 | 1.0% | $2.14万 | 加仓 |
| ARKK | ARK ETF TR | $225.29万 | 0.03% | 28,435 | 183 | 0.6% | $1.45万 | 加仓 |
| IBTJ | ISHARES TR | $224.89万 | 0.03% | 102,761 | 9,995 | 10.8% | $21.87万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $224.27万 | 0.03% | 39,174 | 10,892 | 38.5% | $62.36万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $222.06万 | 0.03% | 54,802 | 54,802 | — | $222.06万 | 新建仓 |
| TFC | TRUIST FINL CORP | $216.43万 | 0.03% | 42,798 | 31,715 | 286.2% | $160.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $210.35万 | 0.03% | 14,369 | 7,503 | 109.3% | $109.84万 | 加仓 |
| BX | BLACKSTONE INC | $210.14万 | 0.03% | 16,280 | 4,521 | 38.4% | $58.36万 | 加仓 |
| FDX | FEDEX CORP | $207.62万 | 0.03% | 5,291 | 254 | 5.0% | $9.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $207.02万 | 0.03% | 10,474 | -79 | -0.7% | -$1.56万 | 减仓 |
| XYLD | GLOBAL X FDS | $206.93万 | 0.03% | 51,348 | 38,056 | 286.3% | $153.37万 | 加仓 |
| BSVO | EA SERIES TRUST | $206.79万 | 0.03% | 75,972 | 66,824 | 730.5% | $181.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $201.54万 | 0.03% | 43,295 | 13,917 | 47.4% | $64.78万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $199.40万 | 0.03% | 6,012 | 1,439 | 31.5% | $47.73万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $198.66万 | 0.03% | 5,257 | 3,141 | 148.4% | $118.70万 | 加仓 |
| RYLD | GLOBAL X FDS | $196.41万 | 0.03% | 127,206 | 127,206 | — | $196.41万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $192.58万 | 0.03% | 32,547 | -2,162 | -6.2% | -$12.79万 | 减仓 |
| OEF | ISHARES TR | $192.35万 | 0.03% | 5,500 | 3,199 | 139.0% | $111.88万 | 加仓 |
| SBUX | STARBUCKS CORP | $190.42万 | 0.03% | 19,042 | 2,107 | 12.4% | $21.07万 | 加仓 |
| AGG | ISHARES TR | $189.28万 | 0.03% | 18,956 | 3,111 | 19.6% | $31.06万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $189.12万 | 0.03% | 40,127 | 40,127 | — | $189.12万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $187.85万 | 0.03% | 61,247 | -1,774 | -2.8% | -$5.44万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $187.33万 | 0.03% | 69,693 | 2,241 | 3.3% | $6.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $183.26万 | 0.03% | 5,338 | 454 | 9.3% | $15.59万 | 加仓 |
| VEEV | VEEVA SYS INC | $183.25万 | 0.03% | 10,911 | -507 | -4.4% | -$8.52万 | 减仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $181.93万 | 0.03% | 49,511 | -3,337 | -6.3% | -$12.26万 | 减仓 |
| MO | ALTRIA GROUP INC | $181.90万 | 0.03% | 28,346 | 18,351 | 183.6% | $117.76万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $181.80万 | 0.03% | 50,068 | 50,068 | — | $181.80万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $180.76万 | 0.03% | 39,159 | 39,159 | — | $180.76万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $178.80万 | 0.03% | 27,478 | -1,448 | -5.0% | -$9.42万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $177.06万 | 0.03% | 54,919 | -1,582 | -2.8% | -$5.10万 | 减仓 |
| D | DOMINION ENERGY INC | $176.31万 | 0.03% | 28,245 | 16,419 | 138.8% | $102.49万 | 加仓 |
| GEV | GE VERNOVA INC | $175.68万 | 0.03% | 1,752 | 598 | 51.8% | $59.96万 | 加仓 |
| C | CITIGROUP INC | $173.42万 | 0.03% | 13,120 | 8,672 | 195.0% | $114.63万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $173.22万 | 0.03% | 34,064 | -933 | -2.7% | -$4.74万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $171.77万 | 0.03% | 3,476 | 575 | 19.8% | $28.41万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $170.39万 | 0.03% | 17,005 | 8,008 | 89.0% | $80.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $169.05万 | 0.03% | 13,204 | 7,693 | 139.6% | $98.50万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $168.31万 | 0.02% | 27,034 | -1,064 | -3.8% | -$6.62万 | 减仓 |
| IDEV | ISHARES TR | $168.18万 | 0.02% | 18,705 | -286 | -1.5% | -$2.57万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $168.07万 | 0.02% | 19,385 | -745 | -3.7% | -$6.46万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $166.63万 | 0.02% | 37,875 | -658 | -1.7% | -$2.89万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $164.38万 | 0.02% | 16,429 | 109 | 0.7% | $1.09万 | 加仓 |
| BILL | BILL HOLDINGS INC | $163.88万 | 0.02% | 42,227 | -1,596 | -3.6% | -$6.19万 | 减仓 |
| — | ISHARES TR | $160.35万 | 0.02% | 37,592 | -3,404 | -8.3% | -$14.52万 | 减仓 |
| CSX | CSX CORP | $158.02万 | 0.02% | 36,478 | 30,633 | 524.1% | $132.70万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $154.69万 | 0.02% | 3,249 | 346 | 11.9% | $16.47万 | 加仓 |
| INTC | INTEL CORP | $153.49万 | 0.02% | 22,408 | 6,752 | 43.1% | $46.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $152.49万 | 0.02% | 4,116 | 3,161 | 331.0% | $117.11万 | 加仓 |
| EZM | WISDOMTREE TR | $150.93万 | 0.02% | 20,925 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $150.27万 | 0.02% | 235,897 | -10,000 | -4.1% | -$6.37万 | 减仓 |
| QYLD | GLOBAL X FDS | $150.01万 | 0.02% | 83,802 | 83,802 | — | $150.01万 | 新建仓 |
| — | BANK AMERICA CORP | $148.40万 | 0.02% | 1,205 | 1,205 | — | $148.40万 | 新建仓 |
| — | WELLS FARGO & CO | $148.27万 | 0.02% | 1,231 | 1,231 | — | $148.27万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $147.50万 | 0.02% | 40,223 | 40,223 | — | $147.50万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $146.06万 | 0.02% | 70,664 | 70,664 | — | $146.06万 | 新建仓 |