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 |
|---|---|---|---|---|---|---|---|---|
| OMFS | INVESCO EXCH TRD SLF IDX FD | $42.29万 | 0.01% | 7,987 | -570 | -6.7% | -$3.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $42.27万 | 0.01% | 953 | 204 | 27.2% | $9.05万 | 加仓 |
| AYI | ACUITY INC | $42.17万 | 0.01% | 1,243 | 7 | 0.6% | $2,375 | 加仓 |
| EUSB | ISHARES TR | $42.00万 | 0.01% | 9,735 | 655 | 7.2% | $2.83万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.95万 | 0.01% | 622 | 8 | 1.3% | $5,395 | 加仓 |
| CCJ | CAMECO CORP | $41.87万 | 0.01% | 4,422 | 4,422 | — | $41.87万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $41.66万 | 0.01% | 14,534 | 4,273 | 41.6% | $12.25万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.57万 | 0.01% | 4,375 | 428 | 10.8% | $4.07万 | 加仓 |
| AEE | AMEREN CORP | $41.44万 | 0.01% | 3,622 | -25 | -0.7% | -$2,860 | 减仓 |
| VST | VISTRA CORP | $41.40万 | 0.01% | 2,659 | 104 | 4.1% | $1.62万 | 加仓 |
| GIS | GENERAL MILLS INC | $41.36万 | 0.01% | 11,148 | 347 | 3.2% | $1.29万 | 加仓 |
| HACK | AMPLIFY ETF TR | $41.35万 | 0.01% | 3,769 | 85 | 2.3% | $9,326 | 加仓 |
| BOTZ | GLOBAL X FDS | $41.14万 | 0.01% | 11,243 | 438 | 4.1% | $1.60万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $41.01万 | 0.01% | 8,838 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $40.69万 | 0.01% | 35,446 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $40.65万 | 0.01% | 491 | 58 | 13.4% | $4.80万 | 加仓 |
| CRH | CRH PLC | $40.65万 | 0.01% | 3,827 | 234 | 6.5% | $2.49万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.10万 | 0.01% | 1,976 | 105 | 5.6% | $2.13万 | 加仓 |
| DAL | DELTA AIR LINES INC | $39.95万 | 0.01% | 4,507 | 163 | 3.8% | $1.44万 | 加仓 |
| TFLO | ISHARES TR | $39.75万 | 0.01% | 7,867 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $39.63万 | 0.01% | 2,178 | -49,072 | -95.8% | -$893.00万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $39.59万 | 0.01% | 7,618 | 13 | 0.2% | $676 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.56万 | 0.01% | 2,647 | 2,647 | — | $39.56万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $39.51万 | 0.01% | 4,953 | 31 | 0.6% | $2,473 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.38万 | 0.01% | 1,453 | 4 | 0.3% | $1,084 | 加仓 |
| DOL | WISDOMTREE TR | $39.01万 | 0.01% | 5,249 | 46 | 0.9% | $3,419 | 加仓 |
| TGT | TARGET CORP | $38.91万 | 0.01% | 3,050 | -2,214 | -42.1% | -$28.24万 | 减仓 |
| XEL | XCEL ENERGY INC | $38.83万 | 0.01% | 4,813 | 16 | 0.3% | $1,291 | 加仓 |
| SGOV | ISHARES TR | $38.81万 | 0.01% | 3,863 | 3,863 | — | $38.81万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $38.79万 | 0.01% | 555 | 176 | 46.4% | $12.30万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $38.67万 | 0.01% | 2,672 | 2,672 | — | $38.67万 | 新建仓 |
| FTNT | FORTINET INC | $38.64万 | 0.01% | 2,435 | 2,435 | — | $38.64万 | 新建仓 |
| URI | UNITED RENTALS INC | $38.26万 | 0.01% | 362 | 26 | 7.7% | $2.75万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $37.96万 | 0.01% | 7,696 | 77 | 1.0% | $3,798 | 加仓 |
| NKE | NIKE INC | $37.83万 | 0.01% | 8,756 | 491 | 5.9% | $2.12万 | 加仓 |
| KKR | KKR & CO INC | $37.54万 | 0.01% | 3,946 | 7 | 0.2% | $666 | 加仓 |
| MPC | MARATHON PETE CORP | $37.53万 | 0.01% | 1,409 | 27 | 2.0% | $7,191 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $37.21万 | 0.01% | 4,837 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $37.16万 | 0.01% | 16,108 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $37.09万 | 0.01% | 1,582 | -88 | -5.3% | -$2.06万 | 减仓 |
| CI | THE CIGNA GROUP | $36.98万 | 0.01% | 1,290 | 62 | 5.0% | $1.78万 | 加仓 |
| DTM | DT MIDSTREAM INC | $36.94万 | 0.01% | 2,528 | 32 | 1.3% | $4,675 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $36.82万 | 0.01% | 7,124 | -286 | -3.9% | -$1.48万 | 减仓 |
| MBB | ISHARES TR | $36.73万 | 0.01% | 3,914 | 166 | 4.4% | $1.56万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $36.69万 | 0.01% | 3,198 | 56 | 1.8% | $6,425 | 加仓 |
| SHV | ISHARES TR | $36.57万 | 0.01% | 3,321 | -578 | -14.8% | -$6.36万 | 减仓 |
| SMH | VANECK ETF TRUST | $36.52万 | 0.01% | 628 | 116 | 22.7% | $6.75万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $36.47万 | 0.01% | 14,879 | 0 | 0.0% | — | 不变 |
| IBTP | ISHARES TR | $36.23万 | 0.01% | 14,397 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $36.16万 | 0.01% | 24,058 | -24 | -0.1% | -$361 | 减仓 |
| USB | US BANCORP | $36.02万 | 0.01% | 5,727 | 380 | 7.1% | $2.39万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $35.99万 | 0.01% | 2,964 | 77 | 2.7% | $9,350 | 加仓 |
| VAW | VANGUARD WORLD FD | $35.93万 | 0.01% | 1,569 | -2 | -0.1% | -$458 | 减仓 |
| HPQ | HP INC | $35.89万 | 0.01% | 15,633 | 267 | 1.7% | $6,130 | 加仓 |
| AON | AON PLC | $35.84万 | 0.01% | 996 | 4 | 0.4% | $1,439 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.79万 | 0.01% | 1,493 | 1,493 | — | $35.79万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $35.59万 | 0.01% | 9,106 | 711 | 8.5% | $2.78万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $35.56万 | 0.01% | 3,167 | -173 | -5.2% | -$1.94万 | 减仓 |
| STIP | ISHARES TR | $35.30万 | 0.00% | 3,484 | 415 | 13.5% | $4.20万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.15万 | 0.00% | 3,044 | 65 | 2.2% | $7,505 | 加仓 |
| HYD | VANECK ETF TRUST | $34.96万 | 0.00% | 6,795 | 95 | 1.4% | $4,888 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $34.09万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $33.85万 | 0.00% | 2,385 | 125 | 5.5% | $1.77万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.40万 | 0.00% | 1,143 | 329 | 40.4% | $9.61万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $33.13万 | 0.00% | 4,593 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $32.85万 | 0.00% | 2,409 | 128 | 5.6% | $1.75万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $32.19万 | 0.00% | 4,116 | 109 | 2.7% | $8,525 | 加仓 |
| PWR | QUANTA SVCS INC | $32.05万 | 0.00% | 488 | 103 | 26.8% | $6.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.80万 | 0.00% | 1,378 | 1,378 | — | $31.80万 | 新建仓 |
| IXUS | ISHARES TR | $31.75万 | 0.00% | 3,358 | 12 | 0.4% | $1,135 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $31.61万 | 0.00% | 4,892 | 31 | 0.6% | $2,003 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.49万 | 0.00% | 603 | 603 | — | $31.49万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.39万 | 0.00% | 4,274 | 117 | 2.8% | $8,592 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $31.12万 | 0.00% | 3,453 | -65 | -1.8% | -$5,858 | 减仓 |
| SRE | SEMPRA | $30.95万 | 0.00% | 3,272 | 38 | 1.2% | $3,594 | 加仓 |
| EME | EMCOR GROUP INC | $30.78万 | 0.00% | 401 | 401 | — | $30.78万 | 新建仓 |
| WRB | BERKLEY W R CORP | $30.64万 | 0.00% | 4,283 | -54 | -1.2% | -$3,863 | 减仓 |
| FIX | COMFORT SYS USA INC | $30.64万 | 0.00% | 182 | 182 | — | $30.64万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.51万 | 0.00% | 6,706 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $30.22万 | 0.00% | 3,305 | 15 | 0.5% | $1,372 | 加仓 |
| COR | CENCORA INC | $30.09万 | 0.00% | 988 | 18 | 1.9% | $5,481 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $30.00万 | 0.00% | 5,180 | 140 | 2.8% | $8,109 | 加仓 |
| IUSV | ISHARES TR | $29.61万 | 0.00% | 2,648 | 60 | 2.3% | $6,710 | 加仓 |
| IJJ | ISHARES TR | $29.55万 | 0.00% | 2,024 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $29.35万 | 0.00% | 527 | 11 | 2.1% | $6,126 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.12万 | 0.00% | 2,856 | -8 | -0.3% | -$816 | 减仓 |
| OKE | ONEOK INC NEW | $28.95万 | 0.00% | 3,193 | 1 | 0.0% | $91 | 加仓 |
| PHM | PULTE GROUP INC | $28.95万 | 0.00% | 2,228 | 45 | 2.1% | $5,846 | 加仓 |
| MDT | MEDTRONIC PLC | $28.74万 | 0.00% | 3,428 | -152 | -4.2% | -$1.27万 | 减仓 |
| OFG | OFG BANCORP | $28.68万 | 0.00% | 5,750 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $28.66万 | 0.00% | 5,148 | 2,600 | 102.0% | $14.47万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $28.48万 | 0.00% | 11,416 | 11,416 | — | $28.48万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $28.47万 | 0.00% | 1,474 | 22 | 1.5% | $4,249 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $28.43万 | 0.00% | 6,332 | -127 | -2.0% | -$5,701 | 减仓 |
| EXC | EXELON CORP | $28.18万 | 0.00% | 5,925 | 286 | 5.1% | $1.36万 | 加仓 |
| EMLC | VANECK ETF TRUST | $28.18万 | 0.00% | 11,061 | 441 | 4.2% | $1.12万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $28.12万 | 0.00% | 4,563 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $28.08万 | 0.00% | 9,865 | 1,256 | 14.6% | $3.57万 | 加仓 |
| IVLU | ISHARES TR | $28.04万 | 0.00% | 6,616 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $27.84万 | 0.00% | 2,285 | -128 | -5.3% | -$1.56万 | 减仓 |