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 |
|---|---|---|---|---|---|---|---|---|
| CLX | CLOROX CO DEL | $24.84万 | 0.00% | 2,376 | 2,376 | — | $24.84万 | 新建仓 |
| OFG | OFG BANCORP | $24.50万 | 0.00% | 5,750 | 5,750 | — | $24.50万 | 新建仓 |
| INTU | INTUIT | $24.15万 | 0.00% | 614 | 614 | — | $24.15万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.98万 | 0.00% | 1,472 | 25 | 1.7% | $4,073 | 加仓 |
| VDE | VANGUARD WORLD FD | $23.94万 | 0.00% | 1,534 | 1,534 | — | $23.94万 | 新建仓 |
| TSME | THRIVENT ETF TRUST | $23.90万 | 0.00% | 5,107 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $23.78万 | 0.00% | 6,196 | 6,196 | — | $23.78万 | 新建仓 |
| SMH | VANECK ETF TRUST | $23.77万 | 0.00% | 512 | 512 | — | $23.77万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.73万 | 0.00% | 433 | 433 | — | $23.73万 | 新建仓 |
| COHR | COHERENT CORP | $23.56万 | 0.00% | 683 | 683 | — | $23.56万 | 新建仓 |
| — | PARNASSUS INCOME FDS | $23.55万 | 0.00% | 8,609 | 8,609 | — | $23.55万 | 新建仓 |
| MTB | M & T BK CORP | $23.46万 | 0.00% | 1,072 | 7 | 0.7% | $1,532 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $23.44万 | 0.00% | 952 | 952 | — | $23.44万 | 新建仓 |
| WSO | WATSCO INC | $23.19万 | 0.00% | 539 | 539 | — | $23.19万 | 新建仓 |
| PWR | QUANTA SVCS INC | $23.17万 | 0.00% | 385 | 385 | — | $23.17万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $22.86万 | 0.00% | 4,360 | 4,360 | — | $22.86万 | 新建仓 |
| BP | BP PLC | $22.85万 | 0.00% | 5,125 | 5,125 | — | $22.85万 | 新建仓 |
| ECL | ECOLAB INC | $22.76万 | 0.00% | 828 | 828 | — | $22.76万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $22.68万 | 0.00% | 1,307 | 1,307 | — | $22.68万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $22.59万 | 0.00% | 1,956 | 1,956 | — | $22.59万 | 新建仓 |
| ARTY | ISHARES TR | $22.38万 | 0.00% | 3,815 | 3,815 | — | $22.38万 | 新建仓 |
| ACWI | ISHARES TR | $22.32万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $22.26万 | 0.00% | 1,404 | -171 | -10.9% | -$2.71万 | 减仓 |
| LEN | LENNAR CORP | $22.23万 | 0.00% | 2,396 | 705 | 41.7% | $6.54万 | 重新持有 |
| XME | SPDR SERIES TRUST | $22.12万 | 0.00% | 1,881 | 1,881 | — | $22.12万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $21.96万 | 0.00% | 19,507 | 929 | 5.0% | $1.05万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $21.95万 | 0.00% | 12,624 | 12,624 | — | $21.95万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $21.95万 | 0.00% | 997 | -101 | -9.2% | -$2.22万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $21.89万 | 0.00% | 6,835 | 6,835 | — | $21.89万 | 新建仓 |
| GM | GENERAL MTRS CO | $21.77万 | 0.00% | 2,677 | 2,677 | — | $21.77万 | 新建仓 |
| CAC | CAMDEN NATL CORP | $21.76万 | 0.00% | 4,250 | 4,250 | — | $21.76万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.74万 | 0.00% | 814 | -57 | -6.5% | -$1.52万 | 减仓 |
| TE | T1 ENERGY INC | $21.64万 | 0.00% | 43,023 | 22,368 | 108.3% | $11.25万 | 加仓 |
| STPZ | PIMCO ETF TR | $21.48万 | 0.00% | 3,953 | -36 | -0.9% | -$1,956 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.12万 | 0.00% | 4,912 | 4,912 | — | $21.12万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $21.10万 | 0.00% | 1,196 | 58 | 5.1% | $1.02万 | 加仓 |
| GWW | WW GRAINGER INC | $20.93万 | 0.00% | 180 | 180 | — | $20.93万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.89万 | 0.00% | 1,440 | 1,440 | — | $20.89万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.84万 | 0.00% | 674 | 674 | — | $20.84万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $20.73万 | 0.00% | 6,995 | 6,995 | — | $20.73万 | 新建仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $20.65万 | 0.00% | 1,510 | 1,510 | — | $20.65万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.42万 | 0.00% | 1,498 | 1,498 | — | $20.42万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $20.34万 | 0.00% | 4,190 | 4,190 | — | $20.34万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $20.31万 | 0.00% | 716 | -125 | -14.9% | -$3.55万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.26万 | 0.00% | 710 | 710 | — | $20.26万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $20.25万 | 0.00% | 1,019 | 1,019 | — | $20.25万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.24万 | 0.00% | 344 | 344 | — | $20.24万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $20.14万 | 0.00% | 2,369 | 1 | 0.0% | $85 | 加仓 |
| VFH | VANGUARD WORLD FD | $20.07万 | 0.00% | 1,555 | 1,555 | — | $20.07万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.06万 | 0.00% | 2,547 | 2,547 | — | $20.06万 | 新建仓 |
| OMER | OMEROS CORP | $19.20万 | 0.00% | 14,288 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $17.55万 | 0.00% | 37,814 | -3,461 | -8.4% | -$1.61万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $15.68万 | 0.00% | 1,100 | 1,100 | — | $15.68万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $15.28万 | 0.00% | 55,758 | 270 | 0.5% | $740 | 加仓 |
| NMFC | NEW MTN FIN CORP | $14.90万 | 0.00% | 17,525 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $14.76万 | 0.00% | 14,845 | 14,845 | — | $14.76万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $13.99万 | 0.00% | 1,900 | 1,900 | — | $13.99万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $13.40万 | 0.00% | 13,000 | 13,000 | — | $13.40万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $12.82万 | 0.00% | 10,255 | 10,255 | — | $12.82万 | 新建仓 |
| BITO | PROSHARES TR | $12.47万 | 0.00% | 11,733 | 11,733 | — | $12.47万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $11.66万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $11.54万 | 0.00% | 28,985 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $11.53万 | 0.00% | 2,200 | 2,200 | — | $11.53万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $10.54万 | 0.00% | 15,920 | 15,920 | — | $10.54万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.37万 | 0.00% | 11,693 | 1,571 | 15.5% | $1.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $8.25万 | 0.00% | 1,500 | 1,500 | — | $8.25万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.86万 | 0.00% | 14,991 | 14,991 | — | $7.86万 | 新建仓 |
| — | URANIUM RTY CORP | $7.18万 | 0.00% | 19,777 | 19,777 | — | $7.18万 | 新建仓 |
| BB | BLACKBERRY LTD | $7.03万 | 0.00% | 14,455 | 14,455 | — | $7.03万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $6.81万 | 0.00% | 24,234 | 24,234 | — | $6.81万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.37万 | 0.00% | 12,187 | 1,661 | 15.8% | $8,687 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST 看涨期权 | $5.70万 | 0.00% | 400 | 400 | — | $5.70万 | 新建仓 |
| SLI | STANDARD LITHIUM LTD | $5.31万 | 0.00% | 13,909 | 3,909 | 39.1% | $1.49万 | 加仓 |
| — | PLATINUM GROUP METALS LTD | $4.55万 | 0.00% | 23,000 | 628 | 2.8% | $1,243 | 加仓 |
| CLVT | CLARIVATE PLC | $4.31万 | 0.00% | 16,078 | 16,078 | — | $4.31万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $4.21万 | 0.00% | 21,058 | 21,058 | — | $4.21万 | 新建仓 |
| — | FRONTIER NUCLEAR & MINERALS | $4.05万 | 0.00% | 15,000 | 15,000 | — | $4.05万 | 新建仓 |
| TSLA | TESLA INC 看跌期权 | $4.01万 | 0.00% | 100 | 100 | — | $4.01万 | 新建仓 |
| OPK | OPKO HEALTH INC | $3.35万 | 0.00% | 27,021 | 27,021 | — | $3.35万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $2.57万 | 0.00% | 12,221 | 12,221 | — | $2.57万 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $2.22万 | 0.00% | 13,323 | 13,323 | — | $2.22万 | 新建仓 |
| ENVX | ENOVIX CORPORATION 看涨期权 | $2.18万 | 0.00% | 3,300 | 3,300 | — | $2.18万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看涨期权 | $2.15万 | 0.00% | 3,000 | 3,000 | — | $2.15万 | 新建仓 |
| CABO | CABLE ONE INC | $1.51万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MGP INGREDIENTS INC NEW | $1.16万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -7,046 | -100.0% | -$54.54万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -9,216 | -100.0% | -$35.48万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -10,551 | -100.0% | -$32.55万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,264 | -100.0% | -$22.98万 | 清仓 |
| SILJ | AMPLIFY ETF TR | $0 | 0.00% | 0 | -8,262 | -100.0% | -$22.86万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -791 | -100.0% | -$22.41万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -534 | -100.0% | -$22.28万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -15,035 | -100.0% | -$22.10万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -729 | -100.0% | -$21.16万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,268 | -100.0% | -$20.31万 | 清仓 |