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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $7.13亿 | 10.08% | 16,110,656 | 386,133 | 2.5% | $1,709.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.75亿 | 3.88% | 743,141 | 13,108 | 1.8% | $484.49万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2.59亿 | 3.65% | 5,420,887 | 174,560 | 3.3% | $832.48万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.96亿 | 2.77% | 4,667,514 | 259,037 | 5.9% | $1,088.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.80亿 | 2.54% | 2,199,716 | 19,165 | 0.9% | $156.73万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.79亿 | 2.53% | 4,772,870 | 220,410 | 4.8% | $827.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.71亿 | 2.42% | 4,123,403 | 231,456 | 5.9% | $960.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.44亿 | 2.03% | 2,077,701 | -55,126 | -2.6% | -$382.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.33亿 | 1.87% | 1,820,993 | 24,575 | 1.4% | $179.03万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.23亿 | 1.73% | 1,579,884 | -76,098 | -4.6% | -$590.75万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.22亿 | 1.72% | 359,515 | 28,912 | 8.7% | $979.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.22亿 | 1.72% | 1,717,714 | -22,764 | -1.3% | -$161.12万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1.20亿 | 1.70% | 2,259,550 | 128,611 | 6.0% | $684.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.18亿 | 1.67% | 2,010,728 | 51,360 | 2.6% | $302.41万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.10亿 | 1.56% | 2,130,305 | -23,235 | -1.1% | -$120.15万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.07亿 | 1.52% | 1,943,050 | 47,883 | 2.5% | $264.60万 | 加仓 |
| AAPL | APPLE INC | $1.05亿 | 1.48% | 337,158 | 11,593 | 3.6% | $360.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,232.59万 | 1.30% | 997,148 | 36,996 | 3.9% | $342.55万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $7,681.37万 | 1.08% | 1,590,906 | 270,730 | 20.5% | $1,307.17万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,435.92万 | 1.05% | 828,607 | 71,359 | 9.4% | $640.38万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $7,156.02万 | 1.01% | 2,097,924 | 98,390 | 4.9% | $335.61万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,529.99万 | 0.92% | 1,666,664 | 9,486 | 0.6% | $37.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,355.60万 | 0.90% | 85,001 | -2,649 | -3.0% | -$198.07万 | 减仓 |
| IUSB | ISHARES TR | $6,332.19万 | 0.89% | 1,382,574 | 260,144 | 23.2% | $1,191.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,235.19万 | 0.88% | 90,749 | 8,961 | 11.0% | $615.69万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $6,126.01万 | 0.87% | 1,536,111 | 71,379 | 4.9% | $284.66万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,875.78万 | 0.83% | 1,070,075 | -4,864 | -0.5% | -$26.71万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,860.45万 | 0.83% | 1,602,530 | -10,320 | -0.6% | -$37.74万 | 减仓 |
| MGC | VANGUARD WORLD FD | $5,792.07万 | 0.82% | 211,482 | -5,855 | -2.7% | -$160.36万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $5,630.17万 | 0.80% | 2,223,605 | 416,473 | 23.0% | $1,054.51万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $5,493.41万 | 0.78% | 415,255 | 1,540 | 0.4% | $20.37万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,457.30万 | 0.77% | 525,853 | 36,014 | 7.4% | $373.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,220.44万 | 0.74% | 237,757 | 9,132 | 4.0% | $200.51万 | 加仓 |
| ISTB | ISHARES TR | $5,217.81万 | 0.74% | 1,085,686 | 137,171 | 14.5% | $659.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,032.53万 | 0.71% | 402,893 | 47,245 | 13.3% | $590.14万 | 加仓 |
| IEFA | ISHARES TR | $4,982.59万 | 0.70% | 513,616 | 26,448 | 5.4% | $256.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,718.30万 | 0.67% | 121,343 | -20 | -0.0% | -$7,777 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,659.06万 | 0.66% | 1,121,313 | 7,752 | 0.7% | $32.21万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,539.65万 | 0.64% | 945,365 | -29,586 | -3.0% | -$142.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,418.15万 | 0.62% | 148,012 | 5,785 | 4.1% | $172.68万 | 加仓 |
| SUB | ISHARES TR | $4,415.04万 | 0.62% | 415,416 | -3,060 | -0.7% | -$32.52万 | 减仓 |
| IAGG | ISHARES TR | $4,300.16万 | 0.61% | 861,066 | 143,758 | 20.0% | $717.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,238.80万 | 0.60% | 525,840 | -24,412 | -4.4% | -$196.79万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $4,210.15万 | 0.59% | 1,803,063 | 246,737 | 15.9% | $576.13万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,175.79万 | 0.59% | 259,947 | -15,406 | -5.6% | -$247.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,843.09万 | 0.54% | 447,495 | -1,005 | -0.2% | -$8.63万 | 减仓 |
| MTUM | ISHARES TR | $3,798.62万 | 0.54% | 121,579 | -4,004 | -3.2% | -$125.10万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,644.75万 | 0.51% | 445,787 | -29,143 | -6.1% | -$238.27万 | 减仓 |
| IJH | ISHARES TR | $3,613.98万 | 0.51% | 478,863 | 17,673 | 3.8% | $133.38万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,223.94万 | 0.46% | 692,502 | 45,770 | 7.1% | $213.08万 | 加仓 |
| GOOG | ALPHABET INC | $3,191.78万 | 0.45% | 87,778 | 316 | 0.4% | $11.49万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,186.63万 | 0.45% | 350,410 | 25,164 | 7.7% | $228.84万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,175.02万 | 0.45% | 633,990 | -31,731 | -4.8% | -$158.91万 | 减仓 |
| EMB | ISHARES TR | $3,118.22万 | 0.44% | 325,017 | 39,151 | 13.7% | $375.62万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,111.19万 | 0.44% | 411,969 | -42,632 | -9.4% | -$321.96万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,940.83万 | 0.42% | 883,930 | 141,854 | 19.1% | $471.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,896.71万 | 0.41% | 357,928 | 6,394 | 1.8% | $51.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,860.24万 | 0.40% | 40,317 | 26 | 0.1% | $1.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,788.33万 | 0.39% | 354,434 | -21,061 | -5.6% | -$165.69万 | 减仓 |
| IWF | ISHARES TR | $2,763.73万 | 0.39% | 227,749 | -3,403 | -1.5% | -$41.30万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,653.04万 | 0.37% | 323,739 | -21,460 | -6.2% | -$175.86万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2,617.34万 | 0.37% | 170,488 | 2,636 | 1.6% | $40.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,542.15万 | 0.36% | 504,194 | 26,249 | 5.5% | $132.35万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $2,472.56万 | 0.35% | 305,254 | 1,140 | 0.4% | $9.23万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,354.32万 | 0.33% | 608,037 | -2,107 | -0.3% | -$8.16万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,170.13万 | 0.31% | 373,967 | 102,320 | 37.7% | $593.76万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,126.89万 | 0.30% | 441,355 | 29,792 | 7.2% | $143.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,121.09万 | 0.30% | 42,085 | -54 | -0.1% | -$2.72万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,084.17万 | 0.29% | 366,544 | -16,029 | -4.2% | -$91.14万 | 减仓 |
| MUB | ISHARES TR | $2,075.83万 | 0.29% | 193,569 | -1,339 | -0.7% | -$14.36万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,064.20万 | 0.29% | 162,216 | -10,481 | -6.1% | -$133.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,057.64万 | 0.29% | 104,486 | -36,058 | -25.7% | -$710.09万 | 减仓 |
| — | EXXON MOBIL CORP | $2,006.57万 | 0.28% | 141,617 | 595 | 0.4% | $8.43万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,947.40万 | 0.28% | 414,958 | -15,698 | -3.6% | -$73.67万 | 减仓 |
| GOOGL | ALPHABET INC | $1,933.12万 | 0.27% | 52,669 | 711 | 1.4% | $26.10万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,926.23万 | 0.27% | 409,314 | 13,871 | 3.5% | $65.28万 | 加仓 |
| AMZN | AMAZON COM INC | $1,896.39万 | 0.27% | 77,095 | 540 | 0.7% | $13.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,865.05万 | 0.26% | 483,548 | 54,878 | 12.8% | $211.66万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,801.30万 | 0.25% | 362,873 | -17,015 | -4.5% | -$84.46万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,787.42万 | 0.25% | 145,141 | -3,414 | -2.3% | -$42.04万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,760.96万 | 0.25% | 192,560 | -11,959 | -5.8% | -$109.37万 | 减仓 |
| IWD | ISHARES TR | $1,715.84万 | 0.24% | 69,260 | -3,137 | -4.3% | -$77.72万 | 减仓 |
| IBTG | ISHARES TR | $1,686.99万 | 0.24% | 738,612 | -38,082 | -4.9% | -$86.98万 | 减仓 |
| QUAL | ISHARES TR | $1,630.37万 | 0.23% | 74,877 | -2,366 | -3.1% | -$51.52万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,587.78万 | 0.22% | 187,570 | -11,949 | -6.0% | -$101.15万 | 减仓 |
| IYY | ISHARES TR | $1,536.76万 | 0.22% | 84,331 | -456 | -0.5% | -$8.31万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,525.23万 | 0.22% | 200,425 | -1,877 | -0.9% | -$14.28万 | 减仓 |
| USXF | ISHARES TR | $1,522.36万 | 0.22% | 227,544 | -1,677 | -0.7% | -$11.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,503.79万 | 0.21% | 62,058 | -1,970 | -3.1% | -$47.74万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,467.09万 | 0.21% | 322,153 | -22,666 | -6.6% | -$103.22万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,384.82万 | 0.20% | 303,754 | 13,843 | 4.8% | $63.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,369.04万 | 0.19% | 57,311 | -969 | -1.7% | -$23.15万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,316.44万 | 0.19% | 159,183 | 15,900 | 11.1% | $131.49万 | 加仓 |
| LQD | ISHARES TR | $1,270.68万 | 0.18% | 117,786 | -5,246 | -4.3% | -$56.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,269.11万 | 0.18% | 37,413 | -357 | -0.9% | -$12.11万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,267.48万 | 0.18% | 63,153 | -4,970 | -7.3% | -$99.75万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,237.56万 | 0.17% | 273,252 | 26,999 | 11.0% | $122.28万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,225.43万 | 0.17% | 242,085 | 22,075 | 10.0% | $111.74万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $1,219.62万 | 0.17% | 397,660 | 51,524 | 14.9% | $158.02万 | 加仓 |
| IJR | ISHARES TR | $1,217.81万 | 0.17% | 83,762 | -2,826 | -3.3% | -$41.09万 | 减仓 |