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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $152.99万 | 0.02% | 35,555 | -2,037 | -5.4% | -$8.77万 | 减仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $152.93万 | 0.02% | 39,795 | -9,716 | -19.6% | -$37.34万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $152.89万 | 0.02% | 3,261 | 28 | 0.9% | $1.31万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $151.42万 | 0.02% | 40,230 | 7 | 0.0% | $263 | 加仓 |
| ET | ENERGY TRANSFER L P | $150.39万 | 0.02% | 75,918 | 1,079 | 1.4% | $2.14万 | 加仓 |
| — | BANK OF AMER CORP | $150.26万 | 0.02% | 1,190 | -15 | -1.2% | -$1.89万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $149.83万 | 0.02% | 31,175 | -6,700 | -17.7% | -$32.20万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $149.52万 | 0.02% | 27,813 | -6,251 | -18.4% | -$33.61万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $146.74万 | 0.02% | 71,863 | 1,199 | 1.7% | $2.45万 | 加仓 |
| — | ISHARES TR | $146.60万 | 0.02% | 31,506 | 1,044 | 3.4% | $4.86万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $145.41万 | 0.02% | 14,546 | -1,883 | -11.5% | -$18.82万 | 减仓 |
| WELL | WELLTOWER INC | $143.35万 | 0.02% | 6,033 | 17 | 0.3% | $4,039 | 加仓 |
| — | WELLS FARGO & CO | $143.31万 | 0.02% | 1,219 | -12 | -1.0% | -$1.41万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $141.12万 | 0.02% | 29,266 | 1,077 | 3.8% | $5.19万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $141.06万 | 0.02% | 11,330 | -280 | -2.4% | -$3.49万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $140.82万 | 0.02% | 54,456 | 3,732 | 7.4% | $9.65万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $140.04万 | 0.02% | 12,320 | 12 | 0.1% | $1,364 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $139.56万 | 0.02% | 9,818 | -656 | -6.3% | -$9.32万 | 减仓 |
| IYR | ISHARES TR | $138.82万 | 0.02% | 13,283 | -93 | -0.7% | -$9,719 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $138.33万 | 0.02% | 15,536 | -171 | -1.1% | -$1.52万 | 减仓 |
| PYLD | PIMCO ETF TR | $138.17万 | 0.02% | 52,458 | 9,813 | 23.0% | $25.85万 | 加仓 |
| BILZ | PIMCO ETF TR | $137.65万 | 0.02% | 13,668 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $137.61万 | 0.02% | 20,816 | -244 | -1.2% | -$1.61万 | 减仓 |
| SOXX | ISHARES TR | $134.65万 | 0.02% | 2,441 | 70 | 3.0% | $3.86万 | 加仓 |
| DOCS | DOXIMITY INC | $133.45万 | 0.02% | 58,686 | -163 | -0.3% | -$3,707 | 减仓 |
| DHI | D R HORTON INC | $133.06万 | 0.02% | 8,545 | 38 | 0.4% | $5,917 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $131.75万 | 0.02% | 40,488 | -1,997 | -4.7% | -$6.50万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $130.53万 | 0.02% | 11,080 | -44 | -0.4% | -$5,183 | 减仓 |
| ALL | ALLSTATE CORP | $129.30万 | 0.02% | 5,142 | 40 | 0.8% | $1.01万 | 加仓 |
| MUNI | PIMCO ETF TR | $128.69万 | 0.02% | 24,569 | 3,451 | 16.3% | $18.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $128.59万 | 0.02% | 3,943 | 593 | 17.7% | $19.34万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $128.43万 | 0.02% | 17,544 | -119 | -0.7% | -$8,711 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $124.57万 | 0.02% | 4,217 | 1,040 | 32.7% | $30.72万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $124.26万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $122.81万 | 0.02% | 2,932 | 75 | 2.6% | $3.14万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $121.96万 | 0.02% | 73,381 | 1,625 | 2.3% | $2.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $121.69万 | 0.02% | 14,808 | -472 | -3.1% | -$3.88万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $121.17万 | 0.02% | 3,595 | 145 | 4.2% | $4.89万 | 加仓 |
| REET | ISHARES TR | $119.44万 | 0.02% | 42,490 | -8,234 | -16.2% | -$23.15万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $119.43万 | 0.02% | 27,076 | -51 | -0.2% | -$2,250 | 减仓 |
| HYMB | SPDR SERIES TRUST | $119.22万 | 0.02% | 47,178 | -203 | -0.4% | -$5,130 | 减仓 |
| COP | CONOCOPHILLIPS | $118.07万 | 0.02% | 10,888 | 1,447 | 15.3% | $15.69万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $117.00万 | 0.02% | 28,466 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $116.24万 | 0.02% | 16,709 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $116.15万 | 0.02% | 59,715 | 16,301 | 37.5% | $31.71万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $116.14万 | 0.02% | 8,445 | 662 | 8.5% | $9.10万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $115.33万 | 0.02% | 36,798 | 775 | 2.2% | $2.43万 | 加仓 |
| WM | WASTE MGMT INC DEL | $113.86万 | 0.02% | 4,800 | 14 | 0.3% | $3,321 | 加仓 |
| PFE | PFIZER INC | $112.17万 | 0.02% | 46,600 | -3,043 | -6.1% | -$7.32万 | 减仓 |
| SUSA | ISHARES TR | $112.14万 | 0.02% | 7,271 | -93 | -1.3% | -$1.43万 | 减仓 |
| DVY | ISHARES TR | $111.86万 | 0.02% | 7,000 | -720 | -9.3% | -$11.51万 | 减仓 |
| IMCB | ISHARES TR | $111.81万 | 0.02% | 11,532 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $110.51万 | 0.02% | 11,530 | -269 | -2.3% | -$2.58万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $110.06万 | 0.02% | 3,424 | -5 | -0.1% | -$1,607 | 减仓 |
| ADI | ANALOG DEVICES INC | $110.04万 | 0.02% | 2,903 | 16 | 0.6% | $6,065 | 加仓 |
| IWN | ISHARES TR | $109.87万 | 0.02% | 4,990 | 9 | 0.2% | $1,982 | 加仓 |
| AMGN | AMGEN INC | $109.84万 | 0.02% | 2,984 | -41 | -1.4% | -$1.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.72万 | 0.02% | 1,052 | 57 | 5.7% | $5.94万 | 加仓 |
| MS | MORGAN STANLEY | $107.98万 | 0.02% | 4,863 | 199 | 4.3% | $4.42万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $107.91万 | 0.02% | 7,057 | -85 | -1.2% | -$1.30万 | 减仓 |
| TPR | TAPESTRY INC | $107.00万 | 0.02% | 7,313 | 838 | 12.9% | $12.26万 | 加仓 |
| IWR | ISHARES TR | $106.51万 | 0.02% | 9,684 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $106.45万 | 0.02% | 26,658 | 9,634 | 56.6% | $38.47万 | 加仓 |
| DES | WISDOMTREE TR | $105.93万 | 0.01% | 26,457 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $105.51万 | 0.01% | 51,835 | 765 | 1.5% | $1.56万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $104.89万 | 0.01% | 53,419 | 771 | 1.5% | $1.51万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $104.37万 | 0.01% | 53,439 | 495 | 0.9% | $9,667 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $103.67万 | 0.01% | 55,844 | 857 | 1.6% | $1.59万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $103.34万 | 0.01% | 62,194 | 975 | 1.6% | $1.62万 | 加仓 |
| QYLD | GLOBAL X FDS | $103.15万 | 0.01% | 57,082 | -26,720 | -31.9% | -$48.28万 | 减仓 |
| PCAR | PACCAR INC | $102.60万 | 0.01% | 8,243 | 67 | 0.8% | $8,339 | 加仓 |
| VCEB | VANGUARD WORLD FD | $102.05万 | 0.01% | 16,401 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $100.37万 | 0.01% | 15,336 | -731 | -4.5% | -$4.78万 | 减仓 |
| TIP | ISHARES TR | $99.51万 | 0.01% | 9,200 | -295 | -3.1% | -$3.19万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $99.33万 | 0.01% | 34,321 | 10,275 | 42.7% | $29.74万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $97.38万 | 0.01% | 8,618 | -101 | -1.2% | -$1.14万 | 减仓 |
| TJX | TJX COS INC NEW | $95.62万 | 0.01% | 6,204 | 274 | 4.6% | $4.22万 | 加仓 |
| CMI | CUMMINS INC | $94.13万 | 0.01% | 1,426 | 36 | 2.6% | $2.38万 | 加仓 |
| ROKU | ROKU INC | $94.03万 | 0.01% | 6,659 | 6,659 | — | $94.03万 | 新建仓 |
| ASML | ASML HLDG NV | $92.08万 | 0.01% | 527 | -11 | -2.0% | -$1.92万 | 减仓 |
| CRM | SALESFORCE INC | $91.87万 | 0.01% | 5,419 | 145 | 2.7% | $2.46万 | 加仓 |
| SCZ | ISHARES TR | $91.51万 | 0.01% | 10,974 | 2 | 0.0% | $167 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $90.01万 | 0.01% | 15,225 | -227 | -1.5% | -$1.34万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $89.51万 | 0.01% | 11,528 | 54 | 0.5% | $4,193 | 加仓 |
| CTVA | CORTEVA INC | $89.19万 | 0.01% | 10,282 | -3 | -0.0% | -$260 | 减仓 |
| MMM | 3M CO | $89.12万 | 0.01% | 5,640 | -100 | -1.7% | -$1.58万 | 减仓 |
| ETN | EATON CORP PLC | $89.03万 | 0.01% | 2,250 | -9 | -0.4% | -$3,561 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $88.94万 | 0.01% | 9,380 | 1,885 | 25.2% | $17.87万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $88.07万 | 0.01% | 20,259 | 330 | 1.7% | $1.43万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $87.98万 | 0.01% | 18,122 | -2,403 | -11.7% | -$11.67万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $85.69万 | 0.01% | 1,451 | 1,451 | — | $85.69万 | 新建仓 |
| KLAC | KLA CORP | $85.55万 | 0.01% | 3,952 | 592 | 17.6% | $12.82万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.08万 | 0.01% | 4,320 | 3,262 | 308.3% | $63.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $83.99万 | 0.01% | 2,013 | 566 | 39.1% | $23.62万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $82.73万 | 0.01% | 7,328 | -217 | -2.9% | -$2.45万 | 减仓 |
| APH | AMPHENOL CORP | $82.54万 | 0.01% | 5,204 | 1,162 | 28.7% | $18.43万 | 加仓 |
| IEI | ISHARES TR | $82.02万 | 0.01% | 7,020 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $81.12万 | 0.01% | 35,769 | 2,080 | 6.2% | $4.72万 | 加仓 |
| ICLN | ISHARES TR | $80.08万 | 0.01% | 41,428 | 1,391 | 3.5% | $2.69万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $80.01万 | 0.01% | 22,356 | 3,803 | 20.5% | $13.61万 | 加仓 |