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 |
|---|---|---|---|---|---|---|---|---|
| DOCS | DOXIMITY INC | $145.42万 | 0.02% | 58,849 | -2,173 | -3.6% | -$5.37万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $145.38万 | 0.02% | 6,435 | 215 | 3.5% | $4.86万 | 加仓 |
| — | ISHARES TR | $143.05万 | 0.02% | 30,462 | 30,462 | — | $143.05万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $142.68万 | 0.02% | 7,117 | 2,665 | 59.9% | $53.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $141.15万 | 0.02% | 74,839 | 74,839 | — | $141.15万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $140.93万 | 0.02% | 6,301 | 4,195 | 199.2% | $93.83万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $140.21万 | 0.02% | 11,610 | -295 | -2.5% | -$3.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $139.97万 | 0.02% | 4,312 | 1,166 | 37.1% | $37.85万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $139.90万 | 0.02% | 15,707 | 12,298 | 360.8% | $109.54万 | 加仓 |
| REET | ISHARES TR | $139.14万 | 0.02% | 50,724 | -4,491 | -8.1% | -$12.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $138.94万 | 0.02% | 6,180 | 3,774 | 156.9% | $84.85万 | 加仓 |
| BILZ | PIMCO ETF TR | $137.86万 | 0.02% | 13,668 | 13,668 | — | $137.86万 | 新建仓 |
| IYR | ISHARES TR | $137.74万 | 0.02% | 13,376 | 1,705 | 14.6% | $17.56万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $137.66万 | 0.02% | 56,978 | 56,978 | — | $137.66万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $137.40万 | 0.02% | 14,468 | -1,261 | -8.0% | -$11.98万 | 减仓 |
| PFE | PFIZER INC | $136.82万 | 0.02% | 49,643 | 22,229 | 81.1% | $61.26万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $136.38万 | 0.02% | 24,924 | 8,936 | 55.9% | $48.90万 | 加仓 |
| — | TIDAL TRUST II | $135.40万 | 0.02% | 96,579 | 96,579 | — | $135.40万 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $135.19万 | 0.02% | 28,189 | 27 | 0.1% | $1,295 | 加仓 |
| SPMD | SPDR SERIES TRUST | $134.62万 | 0.02% | 21,060 | 13,247 | 169.6% | $84.68万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $134.40万 | 0.02% | 3,233 | 161 | 5.2% | $6.69万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $132.97万 | 0.02% | 17,663 | -545 | -3.0% | -$4.10万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $131.92万 | 0.02% | 42,485 | 26,390 | 164.0% | $81.94万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $130.21万 | 0.02% | 50,724 | 50,724 | — | $130.21万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $130.16万 | 0.02% | 71,756 | 71,756 | — | $130.16万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $129.46万 | 0.02% | 3,261 | 1,807 | 124.3% | $71.74万 | 加仓 |
| DHI | D R HORTON INC | $127.44万 | 0.02% | 8,507 | 54 | 0.6% | $8,090 | 加仓 |
| QCOM | QUALCOMM INC | $126.69万 | 0.02% | 9,302 | 2,508 | 36.9% | $34.16万 | 加仓 |
| WELL | WELLTOWER INC | $126.66万 | 0.02% | 6,016 | 239 | 4.1% | $5.03万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $123.60万 | 0.02% | 11,124 | 1,208 | 12.2% | $13.42万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $122.46万 | 0.02% | 17,812 | -122 | -0.7% | -$8,388 | 减仓 |
| — | HONEYWELL INTL INC | $120.26万 | 0.02% | 5,149 | 1,538 | 42.6% | $35.92万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $119.35万 | 0.02% | 47,381 | -3,248 | -6.4% | -$8.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $119.29万 | 0.02% | 15,280 | -503 | -3.2% | -$3.93万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $119.16万 | 0.02% | 28,466 | 2,403 | 9.2% | $10.06万 | 加仓 |
| DVY | ISHARES TR | $118.23万 | 0.02% | 7,720 | 2,454 | 46.6% | $37.58万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $117.48万 | 0.02% | 3,429 | 9 | 0.3% | $3,083 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $117.39万 | 0.02% | 12,308 | 3,735 | 43.6% | $35.62万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $117.00万 | 0.02% | 27,127 | 3,840 | 16.5% | $16.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $114.23万 | 0.02% | 11,799 | 2,643 | 28.9% | $25.59万 | 加仓 |
| PYLD | PIMCO ETF TR | $113.44万 | 0.02% | 42,645 | 42,645 | — | $113.44万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $111.29万 | 0.02% | 3,177 | 3,177 | — | $111.29万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $111.27万 | 0.02% | 2,445 | 595 | 32.2% | $27.08万 | 加仓 |
| MUNI | PIMCO ETF TR | $110.99万 | 0.02% | 21,118 | -2,977 | -12.4% | -$15.65万 | 减仓 |
| ALL | ALLSTATE CORP | $110.29万 | 0.02% | 5,102 | 395 | 8.4% | $8.54万 | 加仓 |
| COP | CONOCOPHILLIPS | $109.56万 | 0.02% | 9,441 | 994 | 11.8% | $11.53万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $108.09万 | 0.02% | 4,000 | 4,000 | — | $108.09万 | 新建仓 |
| AMGN | AMGEN INC | $107.48万 | 0.02% | 3,025 | 1,008 | 50.0% | $35.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $107.25万 | 0.02% | 2,887 | 703 | 32.2% | $26.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $107.17万 | 0.02% | 4,786 | 1,587 | 49.6% | $35.54万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $106.48万 | 0.02% | 16,067 | -608 | -3.6% | -$4.03万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $105.98万 | 0.02% | 36,023 | -2,019 | -5.3% | -$5.94万 | 减仓 |
| SUSA | ISHARES TR | $105.88万 | 0.02% | 7,364 | 774 | 11.7% | $11.13万 | 加仓 |
| TIP | ISHARES TR | $105.85万 | 0.02% | 9,495 | 722 | 8.2% | $8.05万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $104.82万 | 0.02% | 51,070 | -1,757 | -3.3% | -$3.61万 | 减仓 |
| IYH | ISHARES TR | $104.68万 | 0.02% | 16,709 | 530 | 3.3% | $3.32万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $104.02万 | 0.02% | 7,783 | 2,249 | 40.6% | $30.06万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $103.90万 | 0.02% | 16,401 | 1,470 | 9.8% | $9.31万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $103.74万 | 0.02% | 52,648 | -1,830 | -3.4% | -$3.61万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $103.61万 | 0.02% | 52,944 | -1,848 | -3.4% | -$3.62万 | 减仓 |
| IMCB | ISHARES TR | $103.34万 | 0.02% | 11,532 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $103.29万 | 0.02% | 54,987 | -1,876 | -3.3% | -$3.52万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $103.25万 | 0.02% | 61,219 | -2,052 | -3.2% | -$3.46万 | 减仓 |
| PCAR | PACCAR INC | $103.22万 | 0.02% | 8,176 | -439 | -5.1% | -$5.54万 | 减仓 |
| BE | BLOOM ENERGY CORP | $102.88万 | 0.02% | 4,950 | 4,950 | — | $102.88万 | 新建仓 |
| IWN | ISHARES TR | $102.84万 | 0.02% | 4,981 | 1,009 | 25.4% | $20.83万 | 加仓 |
| DES | WISDOMTREE TR | $101.49万 | 0.02% | 26,457 | 715 | 2.8% | $2.74万 | 加仓 |
| TPR | TAPESTRY INC | $100.92万 | 0.01% | 6,475 | 4,818 | 290.8% | $75.09万 | 加仓 |
| IWR | ISHARES TR | $100.89万 | 0.01% | 9,684 | 4,029 | 71.2% | $41.98万 | 加仓 |
| SOXX | ISHARES TR | $98.56万 | 0.01% | 2,371 | 300 | 14.5% | $12.47万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $96.48万 | 0.01% | 7,142 | 2,442 | 52.0% | $32.99万 | 加仓 |
| CRM | SALESFORCE INC | $96.06万 | 0.01% | 5,274 | -97 | -1.8% | -$1.77万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $96.04万 | 0.01% | 8,719 | 3,018 | 52.9% | $33.24万 | 加仓 |
| TJX | TJX COS INC NEW | $95.29万 | 0.01% | 5,930 | 423 | 7.7% | $6.80万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $95.24万 | 0.01% | 20,525 | 14,051 | 217.0% | $65.20万 | 加仓 |
| SCZ | ISHARES TR | $93.47万 | 0.01% | 10,972 | 6,680 | 155.6% | $56.91万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $93.07万 | 0.01% | 3,573 | 3,573 | — | $93.07万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $92.29万 | 0.01% | 2,857 | 871 | 43.9% | $28.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.11万 | 0.01% | 995 | 544 | 120.6% | $50.36万 | 加仓 |
| ETN | EATON CORP PLC | $91.76万 | 0.01% | 2,259 | 861 | 61.6% | $34.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $89.65万 | 0.01% | 3,350 | 152 | 4.8% | $4.07万 | 加仓 |
| MMM | 3M CO | $88.72万 | 0.01% | 5,740 | 2,941 | 105.1% | $45.46万 | 加仓 |
| MS | MORGAN STANLEY | $88.06万 | 0.01% | 4,664 | 807 | 20.9% | $15.24万 | 加仓 |
| CMI | CUMMINS INC | $87.15万 | 0.01% | 1,390 | 173 | 14.2% | $10.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $86.85万 | 0.01% | 29,311 | 14,353 | 96.0% | $42.53万 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $86.70万 | 0.01% | 15,452 | -476 | -3.0% | -$2.67万 | 减仓 |
| IBTK | ISHARES TR | $85.89万 | 0.01% | 43,414 | 12,564 | 40.7% | $24.86万 | 加仓 |
| STN | STANTEC INC | $85.15万 | 0.01% | 9,337 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $83.90万 | 0.01% | 1,705 | 1,157 | 211.1% | $56.94万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $83.57万 | 0.01% | 11,474 | 5,380 | 88.3% | $39.18万 | 加仓 |
| IEI | ISHARES TR | $83.55万 | 0.01% | 7,020 | -207 | -2.9% | -$2.46万 | 减仓 |
| CTVA | CORTEVA INC | $82.63万 | 0.01% | 10,285 | 2,545 | 32.9% | $20.45万 | 加仓 |
| IEF | ISHARES TR | $81.67万 | 0.01% | 8,514 | 8,514 | — | $81.67万 | 新建仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $80.76万 | 0.01% | 20,896 | 562 | 2.8% | $2.17万 | 加仓 |
| AVA | AVISTA CORP | $80.14万 | 0.01% | 19,194 | 18 | 0.1% | $752 | 加仓 |
| ASML | ASML HLDG NV | $78.54万 | 0.01% | 538 | 42 | 8.5% | $6.13万 | 加仓 |
| ICLN | ISHARES TR | $77.67万 | 0.01% | 40,037 | 941 | 2.4% | $1.83万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $77.52万 | 0.01% | 46,587 | -2,055 | -4.2% | -$3.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $77.03万 | 0.01% | 12,802 | 4,549 | 55.1% | $27.37万 | 加仓 |
| KR | KROGER CO | $76.35万 | 0.01% | 11,196 | 1,021 | 10.0% | $6.96万 | 加仓 |