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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $79.90万 | 0.01% | 4,310 | 509 | 13.4% | $9.44万 | 加仓 |
| IEF | ISHARES TR | $79.77万 | 0.01% | 8,514 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $79.63万 | 0.01% | 3,568 | -5 | -0.1% | -$1,116 | 减仓 |
| DTE | DTE ENERGY CO | $79.58万 | 0.01% | 5,173 | 34 | 0.7% | $5,231 | 加仓 |
| LIN | LINDE PLC | $79.36万 | 0.01% | 1,475 | -230 | -13.5% | -$12.38万 | 减仓 |
| AVA | AVISTA CORP | $79.10万 | 0.01% | 19,181 | -13 | -0.1% | -$536 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $78.35万 | 0.01% | 22,051 | -266 | -1.2% | -$9,451 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $77.66万 | 0.01% | 47,485 | 898 | 1.9% | $1.47万 | 加仓 |
| YUM | YUM BRANDS INC | $77.55万 | 0.01% | 4,630 | 177 | 4.0% | $2.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $74.16万 | 0.01% | 12,792 | -10 | -0.1% | -$580 | 减仓 |
| VLUE | ISHARES TR | $72.66万 | 0.01% | 3,787 | 25 | 0.7% | $4,797 | 加仓 |
| CVS | CVS HEALTH CORP | $72.41万 | 0.01% | 6,940 | 117 | 1.7% | $1.22万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $71.35万 | 0.01% | 17,620 | -3,276 | -15.7% | -$13.27万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $70.00万 | 0.01% | 13,794 | -600 | -4.2% | -$3.04万 | 减仓 |
| EEM | ISHARES TR | $69.54万 | 0.01% | 10,581 | 220 | 2.1% | $1.45万 | 加仓 |
| IWY | ISHARES TR | $68.21万 | 0.01% | 2,403 | -101 | -4.0% | -$2.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $67.35万 | 0.01% | 11,910 | -477 | -3.9% | -$2.70万 | 减仓 |
| XBI | SPDR SERIES TRUST | $66.86万 | 0.01% | 4,080 | -97 | -2.3% | -$1.59万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $66.64万 | 0.01% | 2,065 | 334 | 19.3% | $10.78万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $66.63万 | 0.01% | 28,462 | -849 | -2.9% | -$1.99万 | 减仓 |
| IWS | ISHARES TR | $66.30万 | 0.01% | 4,000 | -192 | -4.6% | -$3.18万 | 减仓 |
| KR | KROGER CO | $66.12万 | 0.01% | 11,295 | 99 | 0.9% | $5,796 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $66.11万 | 0.01% | 9,730 | -8,082 | -45.4% | -$54.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.66万 | 0.01% | 9,811 | 14 | 0.1% | $937 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.57万 | 0.01% | 1,269 | -23 | -1.8% | -$1.19万 | 减仓 |
| PSX | PHILLIPS 66 | $65.39万 | 0.01% | 3,656 | 127 | 3.6% | $2.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.32万 | 0.01% | 9,512 | 233 | 2.5% | $1.60万 | 加仓 |
| STN | STANTEC INC | $64.34万 | 0.01% | 9,357 | 20 | 0.2% | $1,375 | 加仓 |
| IWO | ISHARES TR | $64.29万 | 0.01% | 1,667 | 43 | 2.6% | $1.66万 | 加仓 |
| RS | RELIANCE INC | $64.00万 | 0.01% | 1,687 | 1,687 | — | $64.00万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $63.62万 | 0.01% | 2,086 | 14 | 0.7% | $4,270 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $63.11万 | 0.01% | 88,260 | 11,300 | 14.7% | $8.08万 | 加仓 |
| CB | CHUBB LIMITED | $62.57万 | 0.01% | 1,741 | 68 | 4.1% | $2.44万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $61.79万 | 0.01% | 227,995 | 74,989 | 49.0% | $20.32万 | 加仓 |
| IUSG | ISHARES TR | $61.63万 | 0.01% | 3,309 | 3,309 | — | $61.63万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $61.42万 | 0.01% | 11,241 | 980 | 9.6% | $5.35万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $61.37万 | 0.01% | 2,577 | 2,577 | — | $61.37万 | 新建仓 |
| UGI | UGI CORP NEW | $61.30万 | 0.01% | 17,380 | 158 | 0.9% | $5,573 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.48万 | 0.01% | 5,358 | 57 | 1.1% | $6,434 | 加仓 |
| LOW | LOWES COS INC | $60.37万 | 0.01% | 2,733 | -80 | -2.8% | -$1.77万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $60.14万 | 0.01% | 16,635 | 1,084 | 7.0% | $3.92万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $59.86万 | 0.01% | 1,749 | 30 | 1.7% | $1.03万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $59.80万 | 0.01% | 12,871 | 3 | 0.0% | $139 | 加仓 |
| VPU | VANGUARD WORLD FD | $59.54万 | 0.01% | 3,018 | -157 | -4.9% | -$3.10万 | 减仓 |
| APA | APA CORPORATION | $59.46万 | 0.01% | 17,489 | -30 | -0.2% | -$1,020 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $59.23万 | 0.01% | 7,360 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $58.77万 | 0.01% | 11,669 | 1,322 | 12.8% | $6.66万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $58.75万 | 0.01% | 14,427 | 14,427 | — | $58.75万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $58.32万 | 0.01% | 2,793 | -180 | -6.1% | -$3.76万 | 减仓 |
| HON | HONEYWELL INTL INC | $57.91万 | 0.01% | 2,573 | -2,576 | -50.0% | -$57.97万 | 减仓 |
| NYF | ISHARES TR | $57.39万 | 0.01% | 10,681 | 49 | 0.5% | $2,633 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $56.76万 | 0.01% | 11,150 | 73 | 0.7% | $3,716 | 加仓 |
| DHR | DANAHER CORP DEL | $56.54万 | 0.01% | 2,912 | -84 | -2.8% | -$1.63万 | 减仓 |
| SLV | ISHARES SILVER TR | $56.51万 | 0.01% | 10,376 | 25 | 0.2% | $1,361 | 加仓 |
| VHT | VANGUARD WORLD FD | $56.27万 | 0.01% | 1,814 | -101 | -5.3% | -$3.13万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $55.62万 | 0.01% | 6,800 | -5 | -0.1% | -$409 | 减仓 |
| USHY | ISHARES TR | $55.35万 | 0.01% | 14,987 | 3 | 0.0% | $111 | 加仓 |
| CASY | CASEYS GEN STORES INC | $55.21万 | 0.01% | 688 | 278 | 67.8% | $22.31万 | 加仓 |
| BLK | BLACKROCK INC | $55.14万 | 0.01% | 546 | 22 | 4.2% | $2.22万 | 加仓 |
| WPC | WP CAREY INC | $53.93万 | 0.01% | 7,570 | -107 | -1.4% | -$7,623 | 减仓 |
| ADBE | ADOBE INC | $53.89万 | 0.01% | 2,433 | 326 | 15.5% | $7.22万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.70万 | 0.01% | 1,966 | 580 | 41.8% | $15.84万 | 加仓 |
| HDV | ISHARES TR | $53.26万 | 0.01% | 18,960 | -45 | -0.2% | -$1,264 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $53.02万 | 0.01% | 10,579 | 1,327 | 14.3% | $6.65万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $52.99万 | 0.01% | 7,497 | 26 | 0.3% | $1,838 | 加仓 |
| SDY | SPDR SERIES TRUST | $52.85万 | 0.01% | 3,396 | -260 | -7.1% | -$4.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.53万 | 0.01% | 1,229 | 343 | 38.7% | $14.66万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $52.16万 | 0.01% | 20,796 | 20,796 | — | $52.16万 | 新建仓 |
| NUE | NUCOR CORP | $51.42万 | 0.01% | 2,261 | 2,261 | — | $51.42万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $50.94万 | 0.01% | 1,204 | 6 | 0.5% | $2,539 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $50.70万 | 0.01% | 2,479 | 36 | 1.5% | $7,363 | 加仓 |
| DGRO | ISHARES TR | $50.56万 | 0.01% | 6,516 | 996 | 18.0% | $7.73万 | 加仓 |
| AFL | AFLAC INC | $50.47万 | 0.01% | 4,154 | 110 | 2.7% | $1.34万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.67万 | 0.01% | 2,313 | -432 | -15.7% | -$9.28万 | 减仓 |
| MCK | MCKESSON CORP | $49.43万 | 0.01% | 612 | 20 | 3.4% | $1.62万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $49.03万 | 0.01% | 18,808 | 252 | 1.4% | $6,570 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $49.00万 | 0.01% | 18,675 | 340 | 1.9% | $8,921 | 加仓 |
| GDX | VANECK ETF TRUST | $48.73万 | 0.01% | 6,432 | -400 | -5.9% | -$3.03万 | 减仓 |
| DLS | WISDOMTREE TR | $48.38万 | 0.01% | 5,706 | -175 | -3.0% | -$1.48万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $48.35万 | 0.01% | 1,407 | 67 | 5.0% | $2.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $48.26万 | 0.01% | 5,518 | -2 | -0.0% | -$175 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $47.52万 | 0.01% | 5,833 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $47.08万 | 0.01% | 51,066 | -1,409 | -2.7% | -$1.30万 | 减仓 |
| NVS | NOVARTIS AG | $46.48万 | 0.01% | 2,960 | 52 | 1.8% | $8,166 | 加仓 |
| SHEL | SHELL PLC | $46.33万 | 0.01% | 5,650 | 1,603 | 39.6% | $13.14万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $45.89万 | 0.01% | 10,904 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $45.51万 | 0.01% | 10,993 | 3,943 | 55.9% | $16.32万 | 加仓 |
| ENB | ENBRIDGE INC | $45.31万 | 0.01% | 8,231 | -62 | -0.7% | -$3,413 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $45.09万 | 0.01% | 4,030 | 14 | 0.3% | $1,566 | 加仓 |
| RY | ROYAL BK CDA | $45.05万 | 0.01% | 2,155 | 64 | 3.1% | $1.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $44.96万 | 0.01% | 5,988 | 134 | 2.3% | $1.01万 | 加仓 |
| HSY | HERSHEY CO | $44.53万 | 0.01% | 2,531 | 33 | 1.3% | $5,807 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.50万 | 0.01% | 8,211 | 222 | 2.8% | $1.18万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $43.40万 | 0.01% | 14,102 | -9 | -0.1% | -$277 | 减仓 |
| ES | EVERSOURCE ENERGY | $43.39万 | 0.01% | 5,805 | 119 | 2.1% | $8,895 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.18万 | 0.01% | 1,801 | 52 | 3.0% | $1.25万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $42.97万 | 0.01% | 8,522 | -52,216 | -86.0% | -$263.30万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $42.94万 | 0.01% | 8,681 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $42.55万 | 0.01% | 838 | 18 | 2.2% | $9,139 | 加仓 |
| F | FORD MTR CO | $42.49万 | 0.01% | 31,332 | -8,596 | -21.5% | -$11.66万 | 减仓 |