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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $363.33万 | 0.05% | 5,280 | -64 | -1.2% | -$4.40万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $356.56万 | 0.05% | 6,001 | 4 | 0.1% | $2,377 | 加仓 |
| TXN | TEXAS INSTRS INC | $354.63万 | 0.05% | 12,091 | 25 | 0.2% | $7,333 | 加仓 |
| CSCO | CISCO SYS INC | $351.18万 | 0.05% | 31,414 | 2,779 | 9.7% | $31.07万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $350.45万 | 0.05% | 21,312 | -689 | -3.1% | -$11.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $350.16万 | 0.05% | 19,542 | -194 | -1.0% | -$3.48万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $348.52万 | 0.05% | 98,120 | -19,895 | -16.9% | -$70.67万 | 减仓 |
| EEMV | ISHARES INC | $336.10万 | 0.05% | 46,045 | -1,737 | -3.6% | -$12.68万 | 减仓 |
| AVGO | BROADCOM INC | $335.93万 | 0.05% | 9,060 | 1,029 | 12.8% | $38.15万 | 加仓 |
| RTX | RTX CORPORATION | $334.76万 | 0.05% | 16,667 | 146 | 0.9% | $2.93万 | 加仓 |
| EMXC | ISHARES INC | $329.52万 | 0.05% | 34,042 | -889 | -2.5% | -$8.61万 | 减仓 |
| BA | BOEING CO | $321.92万 | 0.05% | 13,895 | 266 | 2.0% | $6.16万 | 加仓 |
| VGT | VANGUARD WORLD FD | $319.99万 | 0.05% | 28,054 | -458 | -1.6% | -$5.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $318.43万 | 0.04% | 35,992 | -2,164 | -5.7% | -$19.15万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $315.26万 | 0.04% | 106,904 | -5,776 | -5.1% | -$17.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $313.18万 | 0.04% | 40,479 | -10 | -0.0% | -$774 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $309.36万 | 0.04% | 5,635 | -1 | -0.0% | -$549 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $309.09万 | 0.04% | 99,674 | 2,897 | 3.0% | $8.98万 | 加仓 |
| KO | COCA COLA CO | $306.86万 | 0.04% | 36,509 | 691 | 1.9% | $5.81万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $302.83万 | 0.04% | 5,656 | -18 | -0.3% | -$9,638 | 减仓 |
| GE | GE AEROSPACE | $302.43万 | 0.04% | 8,241 | 297 | 3.7% | $10.90万 | 加仓 |
| DHS | WISDOMTREE TR | $301.84万 | 0.04% | 26,102 | -107 | -0.4% | -$1.24万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $297.20万 | 0.04% | 44,572 | -895 | -2.0% | -$5.97万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $293.75万 | 0.04% | 3,068 | 10 | 0.3% | $9,575 | 加仓 |
| SHY | ISHARES TR | $292.32万 | 0.04% | 35,710 | -6,245 | -14.9% | -$51.12万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $289.61万 | 0.04% | 84,360 | -696 | -0.8% | -$2.39万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $287.68万 | 0.04% | 118,000 | 2,394 | 2.1% | $5.84万 | 加仓 |
| BAC | BANK OF AMER CORP | $287.20万 | 0.04% | 47,979 | -277 | -0.6% | -$1.66万 | 减仓 |
| SO | SOUTHERN CO | $281.83万 | 0.04% | 28,968 | 2,511 | 9.5% | $24.43万 | 加仓 |
| IJS | ISHARES TR | $270.79万 | 0.04% | 20,159 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $269.20万 | 0.04% | 27,616 | -699 | -2.5% | -$6.81万 | 减仓 |
| INTC | INTEL CORP | $268.58万 | 0.04% | 24,330 | 1,922 | 8.6% | $21.22万 | 加仓 |
| IBTJ | ISHARES TR | $266.71万 | 0.04% | 123,650 | 20,889 | 20.3% | $45.06万 | 加仓 |
| EFA | ISHARES TR | $263.67万 | 0.04% | 25,314 | -99 | -0.4% | -$1.03万 | 减仓 |
| IYW | ISHARES TR | $261.78万 | 0.04% | 10,760 | 2 | 0.0% | $487 | 加仓 |
| HEFA | ISHARES TR | $259.93万 | 0.04% | 56,080 | -941 | -1.7% | -$4.36万 | 减仓 |
| IVE | ISHARES TR | $256.52万 | 0.04% | 11,115 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $251.04万 | 0.04% | 2,675 | 230 | 9.4% | $21.59万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $243.22万 | 0.03% | 24,267 | 7,262 | 42.7% | $72.79万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $240.40万 | 0.03% | 28,058 | 67 | 0.2% | $5,741 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $237.96万 | 0.03% | 39,515 | 341 | 0.9% | $2.05万 | 加仓 |
| BE | BLOOM ENERGY CORP | $236.91万 | 0.03% | 8,789 | 3,839 | 77.6% | $103.48万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $230.91万 | 0.03% | 45,267 | -116 | -0.3% | -$5,917 | 减仓 |
| ARKK | ARK ETF TR | $229.60万 | 0.03% | 28,279 | -156 | -0.5% | -$1.27万 | 减仓 |
| ORCL | ORACLE CORP | $228.33万 | 0.03% | 16,125 | -1,620 | -9.1% | -$22.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $226.14万 | 0.03% | 16,398 | -34 | -0.2% | -$4,689 | 减仓 |
| TLTW | ISHARES TR | $224.25万 | 0.03% | 102,632 | -400 | -0.4% | -$8,740 | 减仓 |
| TFC | TRUIST FINL CORP | $221.00万 | 0.03% | 43,030 | 232 | 0.5% | $1.19万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $220.86万 | 0.03% | 54,830 | 28 | 0.1% | $1,128 | 加仓 |
| BSVO | EA SERIES TRUST | $218.34万 | 0.03% | 75,972 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $215.33万 | 0.03% | 42,708 | -2,580 | -5.7% | -$13.01万 | 减仓 |
| SBUX | STARBUCKS CORP | $212.33万 | 0.03% | 20,493 | 1,451 | 7.6% | $15.03万 | 加仓 |
| BCI | ABRDN ETFS | $211.11万 | 0.03% | 92,067 | -40,782 | -30.7% | -$93.51万 | 减仓 |
| VEEV | VEEVA SYS INC | $209.49万 | 0.03% | 10,894 | -17 | -0.2% | -$3,269 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $207.87万 | 0.03% | 75,643 | 5,950 | 8.5% | $16.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $207.63万 | 0.03% | 3,744 | 483 | 14.8% | $26.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $207.34万 | 0.03% | 28,418 | 72 | 0.3% | $5,253 | 加仓 |
| XYLD | GLOBAL X FDS | $206.94万 | 0.03% | 50,473 | -875 | -1.7% | -$3.59万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $203.89万 | 0.03% | 18,780 | 25 | 0.1% | $2,714 | 加仓 |
| GEV | GE VERNOVA INC | $201.41万 | 0.03% | 1,870 | 118 | 6.7% | $12.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $200.72万 | 0.03% | 5,742 | -270 | -4.5% | -$9.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $199.83万 | 0.03% | 15,585 | 2,381 | 18.0% | $30.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $197.68万 | 0.03% | 4,617 | 305 | 7.1% | $13.06万 | 加仓 |
| RYLD | GLOBAL X FDS | $197.22万 | 0.03% | 123,263 | -3,943 | -3.1% | -$6.31万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $195.34万 | 0.03% | 5,130 | -127 | -2.4% | -$4.84万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $194.43万 | 0.03% | 31,462 | -1,085 | -3.3% | -$6.71万 | 减仓 |
| D | DOMINION ENERGY INC | $194.13万 | 0.03% | 27,800 | -445 | -1.6% | -$3.11万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $193.70万 | 0.03% | 39,171 | -956 | -2.4% | -$4.73万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $193.01万 | 0.03% | 215,897 | -20,000 | -8.5% | -$17.88万 | 减仓 |
| OEF | ISHARES TR | $191.46万 | 0.03% | 5,199 | -301 | -5.5% | -$11.08万 | 减仓 |
| BX | BLACKSTONE INC | $190.12万 | 0.03% | 15,727 | -553 | -3.4% | -$6.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $189.64万 | 0.03% | 44,528 | 1,233 | 2.8% | $5.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $189.20万 | 0.03% | 4,374 | 258 | 6.3% | $11.16万 | 加仓 |
| C | CITIGROUP INC | $188.79万 | 0.03% | 13,411 | 291 | 2.2% | $4.10万 | 加仓 |
| T | AT&T INC | $187.16万 | 0.03% | 88,745 | -481 | -0.5% | -$1.01万 | 减仓 |
| AGG | ISHARES TR | $186.96万 | 0.03% | 19,037 | 81 | 0.4% | $7,955 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $186.77万 | 0.03% | 27,151 | -327 | -1.2% | -$2.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $181.56万 | 0.03% | 3,436 | -40 | -1.2% | -$2.11万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $180.59万 | 0.03% | 50,081 | 13 | 0.0% | $469 | 加仓 |
| VLO | VALERO ENERGY CORP | $180.56万 | 0.03% | 6,782 | 481 | 7.6% | $12.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $180.53万 | 0.03% | 13,435 | -934 | -6.5% | -$12.55万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $179.10万 | 0.03% | 7,292 | 175 | 2.5% | $4.30万 | 加仓 |
| CSX | CSX CORP | $177.47万 | 0.03% | 36,583 | 105 | 0.3% | $5,094 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $176.77万 | 0.02% | 51,237 | -3,682 | -6.7% | -$12.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $174.27万 | 0.02% | 5,285 | -53 | -1.0% | -$1.75万 | 减仓 |
| FDX | FEDEX CORP | $174.08万 | 0.02% | 5,564 | 273 | 5.2% | $8.54万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $173.58万 | 0.02% | 37,983 | -1,176 | -3.0% | -$5.37万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $172.23万 | 0.02% | 17,498 | 3,030 | 20.9% | $29.82万 | 加仓 |
| BILL | BILL HOLDINGS INC | $171.78万 | 0.02% | 42,226 | -1 | -0.0% | -$41 | 减仓 |
| NFLX | NETFLIX INC. | $170.60万 | 0.02% | 22,395 | -1,482 | -6.2% | -$11.29万 | 减仓 |
| IDEV | ISHARES TR | $168.38万 | 0.02% | 18,833 | 128 | 0.7% | $1.14万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $168.24万 | 0.02% | 26,040 | -994 | -3.7% | -$6.42万 | 减仓 |
| QCOM | QUALCOMM INC | $165.42万 | 0.02% | 9,041 | -261 | -2.8% | -$4.78万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $164.28万 | 0.02% | 50,477 | -10,770 | -17.6% | -$35.05万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $163.61万 | 0.02% | 3,439 | 190 | 5.8% | $9.04万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $158.15万 | 0.02% | 18,290 | -1,095 | -5.6% | -$9.47万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $157.97万 | 0.02% | 6,219 | 39 | 0.6% | $9,907 | 加仓 |
| EZM | WISDOMTREE TR | $156.77万 | 0.02% | 20,925 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $155.47万 | 0.02% | 6,436 | 1 | 0.0% | $242 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $153.44万 | 0.02% | 63,485 | 6,507 | 11.4% | $15.73万 | 加仓 |