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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.76万 | 0.00% | 1,022 | 10 | 1.0% | $2,717 | 加仓 |
| NASA | TEMA ETF TRUST | $27.65万 | 0.00% | 10,277 | 10,277 | — | $27.65万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $27.53万 | 0.00% | 2,390 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $27.50万 | 0.00% | 2,111 | 24 | 1.1% | $3,127 | 加仓 |
| USFR | WISDOMTREE TR | $27.37万 | 0.00% | 5,431 | -794 | -12.8% | -$4.00万 | 减仓 |
| SAP | SAP SE | $27.04万 | 0.00% | 1,661 | 206 | 14.2% | $3.35万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.02万 | 0.00% | 1,935 | 1,935 | — | $27.02万 | 新建仓 |
| GWW | WW GRAINGER INC | $26.86万 | 0.00% | 198 | 18 | 10.0% | $2.44万 | 加仓 |
| COHR | COHERENT CORP | $26.52万 | 0.00% | 844 | 161 | 23.6% | $5.06万 | 加仓 |
| ARTY | ISHARES TR | $26.49万 | 0.00% | 3,787 | -28 | -0.7% | -$1,958 | 减仓 |
| MTB | M & T BK CORP | $26.40万 | 0.00% | 1,101 | 29 | 2.7% | $6,953 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $26.20万 | 0.00% | 2,470 | 38 | 1.6% | $4,031 | 加仓 |
| GLPI | GAMING & LEISURE P | $26.01万 | 0.00% | 5,903 | 111 | 1.9% | $4,892 | 加仓 |
| XME | SPDR SERIES TRUST | $25.53万 | 0.00% | 2,492 | 611 | 32.5% | $6.26万 | 加仓 |
| SLB | SLB LIMITED | $25.48万 | 0.00% | 5,489 | 271 | 5.2% | $1.26万 | 加仓 |
| VDE | VANGUARD WORLD FD | $25.48万 | 0.00% | 1,651 | 117 | 7.6% | $1.81万 | 加仓 |
| SNPS | SYNOPSYS INC | $25.41万 | 0.00% | 582 | -68 | -10.5% | -$2.97万 | 减仓 |
| IGIB | ISHARES TR | $25.33万 | 0.00% | 4,805 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $25.32万 | 0.00% | 1,134 | 1,134 | — | $25.32万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $25.32万 | 0.00% | 1,388 | 81 | 6.2% | $1.48万 | 加仓 |
| B | BARRICK MNG CORP | $24.91万 | 0.00% | 6,757 | 6,757 | — | $24.91万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.89万 | 0.00% | 2,086 | 16 | 0.8% | $1,909 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $24.62万 | 0.00% | 400 | 400 | — | $24.62万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $24.57万 | 0.00% | 1,180 | -16 | -1.3% | -$3,332 | 减仓 |
| PLD | PROLOGIS INC. | $24.56万 | 0.00% | 1,710 | 270 | 18.8% | $3.88万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.47万 | 0.00% | 867 | 157 | 22.1% | $4.43万 | 加仓 |
| PSA | PUBLIC STORAGE | $24.42万 | 0.00% | 743 | 69 | 10.2% | $2.27万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.28万 | 0.00% | 1,892 | -34,965 | -94.9% | -$448.64万 | 减仓 |
| MINT | PIMCO ETF TR | $24.21万 | 0.00% | 2,408 | -164 | -6.4% | -$1.65万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $24.06万 | 0.00% | 2,610 | 2,610 | — | $24.06万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.90万 | 0.00% | 644 | 644 | — | $23.90万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $23.73万 | 0.00% | 2,060 | 104 | 5.3% | $1.20万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.39万 | 0.00% | 12,624 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $23.35万 | 0.00% | 2,457 | 189 | 8.3% | $1.80万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $23.33万 | 0.00% | 600 | 600 | — | $23.33万 | 新建仓 |
| ACWI | ISHARES TR | $23.14万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $22.99万 | 0.00% | 432 | 432 | — | $22.99万 | 新建仓 |
| TE | T1 ENERGY INC | $22.95万 | 0.00% | 33,023 | -10,000 | -23.2% | -$6.95万 | 减仓 |
| CAC | CAMDEN NATL CORP | $22.92万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $22.83万 | 0.00% | 1,026 | 7 | 0.7% | $1,558 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $22.70万 | 0.00% | 784 | 56 | 7.7% | $1.62万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $22.58万 | 0.00% | 7,029 | 34 | 0.5% | $1,092 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.46万 | 0.00% | 2,669 | 122 | 4.8% | $1.03万 | 加仓 |
| GM | GENERAL MTRS CO | $22.45万 | 0.00% | 2,953 | 276 | 10.3% | $2.10万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $22.43万 | 0.00% | 5,044 | 132 | 2.7% | $5,871 | 加仓 |
| O | REALTY INCOME CORP | $22.43万 | 0.00% | 3,504 | 3,504 | — | $22.43万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $22.38万 | 0.00% | 1,506 | 34 | 2.3% | $5,052 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $22.38万 | 0.00% | 15,804 | -15,668 | -49.8% | -$22.19万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $22.16万 | 0.00% | 5,089 | -1,241 | -19.6% | -$5.40万 | 减仓 |
| ROST | ROSS STORES INC | $22.16万 | 0.00% | 1,032 | 1,032 | — | $22.16万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $21.91万 | 0.00% | 1,316 | 1,316 | — | $21.91万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $21.60万 | 0.00% | 5,266 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $21.41万 | 0.00% | 9,472 | 17 | 0.2% | $384 | 重新持有 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $21.35万 | 0.00% | 1,517 | 7 | 0.5% | $985 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.31万 | 0.00% | 1,363 | -41 | -2.9% | -$6,409 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $21.24万 | 0.00% | 3,900 | 2,000 | 105.3% | $10.89万 | 加仓 |
| LEN | LENNAR CORP | $21.19万 | 0.00% | 2,443 | 47 | 2.0% | $4,077 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $21.18万 | 0.00% | 19,467 | -40 | -0.2% | -$435 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $21.02万 | 0.00% | 6,069 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $21.02万 | 0.00% | 1,877 | 1,877 | — | $21.02万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $20.97万 | 0.00% | 4,242 | 4,242 | — | $20.97万 | 新建仓 |
| STPZ | PIMCO ETF TR | $20.96万 | 0.00% | 3,960 | 7 | 0.2% | $371 | 加仓 |
| VOT | VANGUARD INDEX FDS | $20.87万 | 0.00% | 694 | -22 | -3.1% | -$6,616 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $20.63万 | 0.00% | 6,350 | -485 | -7.1% | -$1.58万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $20.55万 | 0.00% | 1,153 | 1,153 | — | $20.55万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $20.51万 | 0.00% | 1,495 | -60 | -3.9% | -$8,231 | 减仓 |
| INDA | ISHARES TR | $20.37万 | 0.00% | 4,129 | 4,129 | — | $20.37万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $20.32万 | 0.00% | 1,027 | 75 | 7.9% | $1.48万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $20.31万 | 0.00% | 1,554 | 1,554 | — | $20.31万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.27万 | 0.00% | 795 | 795 | — | $20.27万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.25万 | 0.00% | 3,614 | -746 | -17.1% | -$4.18万 | 减仓 |
| BP | BP PLC | $20.16万 | 0.00% | 5,222 | 97 | 1.9% | $3,745 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $20.15万 | 0.00% | 42,250 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $20.11万 | 0.00% | 1,213 | 1,213 | — | $20.11万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.04万 | 0.00% | 507 | 507 | — | $20.04万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.01万 | 0.00% | 355 | 11 | 3.2% | $6,201 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $18.85万 | 0.00% | 39,777 | 28,084 | 240.2% | $13.31万 | 加仓 |
| THC | TENET HEALTHCARE CORP 看跌期权 | $16.71万 | 0.00% | 800 | 800 | — | $16.71万 | 新建仓 |
| BB | BLACKBERRY LTD | $16.05万 | 0.00% | 14,455 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $15.97万 | 0.00% | 28,985 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $14.83万 | 0.00% | 400 | 400 | — | $14.83万 | 新建仓 |
| OMER | OMEROS CORP | $14.76万 | 0.00% | 14,288 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看涨期权 | $14.68万 | 0.00% | 400 | 400 | — | $14.68万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $14.21万 | 0.00% | 9,579 | 9,579 | — | $14.21万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $13.82万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP | $13.38万 | 0.00% | 33,030 | 11,972 | 56.9% | $4.85万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $13.29万 | 0.00% | 600 | 600 | — | $13.29万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $12.92万 | 0.00% | 25,920 | 10,000 | 62.8% | $4.98万 | 加仓 |
| — | THE REAL BROKERAGE INC | $12.43万 | 0.00% | 55,252 | -506 | -0.9% | -$1,138 | 减仓 |
| NMFC | NEW MTN FIN CORP | $12.36万 | 0.00% | 17,525 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $11.82万 | 0.00% | 600 | 600 | — | $11.82万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $8.65万 | 0.00% | 200 | 200 | — | $8.65万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $8.06万 | 0.00% | 200 | 200 | — | $8.06万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST 看涨期权 | $7.42万 | 0.00% | 5,000 | 5,000 | — | $7.42万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.35万 | 0.00% | 14,991 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.56万 | 0.00% | 12,187 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $5.37万 | 0.00% | 400 | 400 | — | $5.37万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $5.18万 | 0.00% | 23,542 | -692 | -2.9% | -$1,522 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $4.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $4.03万 | 0.00% | 27,021 | 0 | 0.0% | — | 不变 |