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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $6.62亿 | 9.81% | 15,724,523 | 1,809,569 | 13.0% | $7,616.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.56亿 | 3.79% | 730,033 | 41,202 | 6.0% | $1,444.25万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2.53亿 | 3.75% | 5,246,327 | 736,646 | 16.3% | $3,551.37万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.88亿 | 2.79% | 4,408,477 | 1,804,092 | 69.3% | $7,701.67万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.73亿 | 2.56% | 4,552,460 | 256,005 | 6.0% | $972.31万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.69亿 | 2.50% | 2,180,551 | 956,292 | 78.1% | $7,402.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.53亿 | 2.27% | 3,891,947 | 1,293,705 | 49.8% | $5,097.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.41亿 | 2.09% | 2,132,827 | 483,687 | 29.3% | $3,203.46万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.33亿 | 1.97% | 1,796,418 | 142,630 | 8.6% | $1,056.32万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.30亿 | 1.93% | 1,655,982 | -5,592 | -0.3% | -$43.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.21亿 | 1.80% | 1,740,478 | 5,238 | 0.3% | $36.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.16亿 | 1.72% | 1,959,368 | 76,240 | 4.0% | $451.19万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1.13亿 | 1.68% | 2,130,939 | 195,309 | 10.1% | $1,037.29万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.06亿 | 1.58% | 330,603 | 45,375 | 15.9% | $1,460.06万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.06亿 | 1.57% | 2,153,540 | 2,044,648 | 1,877.7% | $1.00亿 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.05亿 | 1.56% | 1,895,167 | 749,318 | 65.4% | $4,163.96万 | 加仓 |
| AAPL | APPLE INC | $8,797.75万 | 1.30% | 325,565 | 71,094 | 27.9% | $1,921.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,632.73万 | 1.28% | 960,152 | 105,575 | 12.4% | $949.23万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,897.01万 | 1.02% | 757,248 | 75,098 | 11.0% | $683.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $6,860.40万 | 1.02% | 1,999,534 | 718,964 | 56.1% | $2,466.77万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,398.36万 | 0.95% | 1,657,178 | 285,061 | 20.8% | $1,100.62万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $6,389.65万 | 0.95% | 1,320,176 | 638,280 | 93.6% | $3,089.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,224.36万 | 0.92% | 87,650 | 3,211 | 3.8% | $228.03万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,957.87万 | 0.88% | 1,612,850 | 499,063 | 44.8% | $1,843.54万 | 加仓 |
| MGC | VANGUARD WORLD FD | $5,636.86万 | 0.84% | 217,337 | -23,754 | -9.9% | -$616.08万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,474.67万 | 0.81% | 1,074,939 | 336,721 | 45.6% | $1,714.92万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $5,470.77万 | 0.81% | 1,464,732 | 145,829 | 11.1% | $544.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,338.99万 | 0.79% | 81,788 | 17,738 | 27.7% | $1,157.91万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,283.41万 | 0.78% | 489,839 | 19,440 | 4.1% | $209.68万 | 加仓 |
| IUSB | ISHARES TR | $5,222.67万 | 0.77% | 1,122,430 | 295,869 | 35.8% | $1,376.68万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $5,155.72万 | 0.76% | 413,715 | 169,130 | 69.1% | $2,107.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,131.12万 | 0.76% | 121,363 | 18,735 | 18.3% | $792.10万 | 加仓 |
| IEFA | ISHARES TR | $4,749.40万 | 0.70% | 487,168 | 39,381 | 8.8% | $383.93万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,711.94万 | 0.70% | 974,951 | -108,377 | -10.0% | -$523.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,669.44万 | 0.69% | 228,625 | 23,696 | 11.6% | $483.97万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $4,653.36万 | 0.69% | 1,807,132 | 470,528 | 35.2% | $1,211.61万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,645.78万 | 0.69% | 1,113,561 | 908,861 | 444.0% | $3,791.77万 | 加仓 |
| ISTB | ISHARES TR | $4,610.73万 | 0.68% | 948,515 | 134,093 | 16.5% | $651.83万 | 加仓 |
| SUB | ISHARES TR | $4,465.56万 | 0.66% | 418,476 | 7,417 | 1.8% | $79.15万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,358.82万 | 0.65% | 355,648 | 81,972 | 30.0% | $1,004.65万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,270.99万 | 0.63% | 275,353 | -14,090 | -4.9% | -$218.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,224.29万 | 0.63% | 137,563 | 2,308 | 1.7% | $70.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,048.77万 | 0.60% | 142,227 | 1,322 | 0.9% | $37.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,692.03万 | 0.55% | 74,750 | 33,747 | 82.3% | $1,666.82万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $3,676.04万 | 0.54% | 1,556,326 | 375,037 | 31.7% | $885.84万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,662.96万 | 0.54% | 79,155 | -5,336 | -6.3% | -$246.93万 | 减仓 |
| IAGG | ISHARES TR | $3,601.60万 | 0.53% | 717,308 | 196,879 | 37.8% | $988.53万 | 加仓 |
| MTUM | ISHARES TR | $3,446.74万 | 0.51% | 125,583 | -7,354 | -5.5% | -$201.84万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,435.42万 | 0.51% | 454,601 | 310,307 | 215.1% | $2,344.99万 | 加仓 |
| IJH | ISHARES TR | $3,362.08万 | 0.50% | 461,190 | 94,286 | 25.7% | $687.35万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,297.32万 | 0.49% | 665,721 | 17,491 | 2.7% | $86.63万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,060.98万 | 0.45% | 646,732 | 384,397 | 146.5% | $1,819.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,985.94万 | 0.44% | 375,495 | -18,928 | -4.8% | -$150.52万 | 减仓 |
| GOOG | ALPHABET INC | $2,968.48万 | 0.44% | 87,462 | 21,982 | 33.6% | $746.07万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,881.73万 | 0.43% | 345,199 | -15,668 | -4.3% | -$130.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,834.48万 | 0.42% | 140,544 | 36,966 | 35.7% | $745.53万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,776.62万 | 0.41% | 325,246 | 43,697 | 15.5% | $373.04万 | 加仓 |
| EMB | ISHARES TR | $2,763.47万 | 0.41% | 285,866 | 59,816 | 26.5% | $578.24万 | 加仓 |
| IWF | ISHARES TR | $2,753.10万 | 0.41% | 57,788 | 6,633 | 13.0% | $316.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,707.16万 | 0.40% | 351,534 | 277,781 | 376.6% | $2,139.19万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2,689.66万 | 0.40% | 167,852 | -893 | -0.5% | -$14.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,614.29万 | 0.39% | 40,291 | 4,572 | 12.8% | $296.66万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2,503.02万 | 0.37% | 742,076 | 180,983 | 32.3% | $610.46万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,411.23万 | 0.36% | 477,945 | 43,681 | 10.1% | $220.37万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $2,400.98万 | 0.36% | 304,114 | 147,373 | 94.0% | $1,163.51万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,310.01万 | 0.34% | 610,144 | 457,039 | 298.5% | $1,730.35万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,210.89万 | 0.33% | 382,573 | 34,692 | 10.0% | $200.49万 | 加仓 |
| MUB | ISHARES TR | $2,092.73万 | 0.31% | 194,908 | 13,181 | 7.3% | $141.52万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,079.97万 | 0.31% | 172,697 | -705 | -0.4% | -$8.49万 | 减仓 |
| — | EXXON MOBIL CORP | $2,065.13万 | 0.31% | 141,022 | 94,566 | 203.6% | $1,384.83万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2,043.03万 | 0.30% | 430,656 | -32,202 | -7.0% | -$152.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,999.83万 | 0.30% | 42,139 | 12,899 | 44.1% | $612.16万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,996.49万 | 0.30% | 411,563 | 271,225 | 193.3% | $1,315.71万 | 加仓 |
| AMZN | AMAZON COM INC | $1,918.17万 | 0.28% | 76,555 | 31,199 | 68.8% | $781.72万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,905.52万 | 0.28% | 379,888 | -23,344 | -5.8% | -$117.09万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,872.37万 | 0.28% | 204,519 | 204,519 | — | $1,872.37万 | 新建仓 |
| IBTG | ISHARES TR | $1,777.46万 | 0.26% | 776,694 | 9,767 | 1.3% | $22.35万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,776.61万 | 0.26% | 395,443 | 100,752 | 34.2% | $452.65万 | 加仓 |
| GOOGL | ALPHABET INC | $1,775.30万 | 0.26% | 51,958 | 13,982 | 36.8% | $477.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,745.81万 | 0.26% | 148,555 | -7,622 | -4.9% | -$89.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,670.97万 | 0.25% | 199,519 | -3,467 | -1.7% | -$29.04万 | 减仓 |
| IWD | ISHARES TR | $1,644.50万 | 0.24% | 72,397 | 539 | 0.8% | $12.24万 | 加仓 |
| QUAL | ISHARES TR | $1,598.31万 | 0.24% | 77,243 | -2,559 | -3.2% | -$52.95万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,597.89万 | 0.24% | 344,819 | -23,932 | -6.5% | -$110.90万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,591.31万 | 0.24% | 271,647 | 48,473 | 21.7% | $283.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,588.22万 | 0.24% | 428,670 | 378,802 | 759.6% | $1,403.46万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,570.87万 | 0.23% | 202,302 | 9,819 | 5.1% | $76.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,486.99万 | 0.22% | 64,028 | 3,344 | 5.5% | $77.66万 | 加仓 |
| IYY | ISHARES TR | $1,466.48万 | 0.22% | 84,787 | -1,071 | -1.2% | -$18.52万 | 减仓 |
| USXF | ISHARES TR | $1,422.54万 | 0.21% | 229,221 | 229,221 | — | $1,422.54万 | 新建仓 |
| LQD | ISHARES TR | $1,353.84万 | 0.20% | 123,032 | -5,547 | -4.3% | -$61.04万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,334.17万 | 0.20% | 289,911 | 77,453 | 36.5% | $356.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,325.63万 | 0.20% | 58,280 | -3,529 | -5.7% | -$80.27万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,311.58万 | 0.19% | 68,123 | -4,475 | -6.2% | -$86.16万 | 减仓 |
| IEMG | ISHARES INC | $1,271.53万 | 0.19% | 162,808 | -17,161 | -9.5% | -$134.03万 | 减仓 |
| CMF | ISHARES TR | $1,221.08万 | 0.18% | 212,510 | 149,807 | 238.9% | $860.79万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,191.34万 | 0.18% | 246,347 | -14,556 | -5.6% | -$70.39万 | 减仓 |
| IJR | ISHARES TR | $1,172.32万 | 0.17% | 86,588 | 5,132 | 6.3% | $69.48万 | 加仓 |
| IMTM | ISHARES TR | $1,172.22万 | 0.17% | 221,970 | -13,446 | -5.7% | -$71.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,171.97万 | 0.17% | 37,770 | 15,590 | 70.3% | $483.74万 | 加仓 |