CF

Cahill Financial Advisors INC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$9.2億

申報季度: 2026-03-31 · 持股檔數: 323

CAHILL FINANCIAL ADVISORS INC在最新一期 13F 報告中揭露了 323 項持股，申報期為 2026-03-31，總持股市值約為 US$9.2億，季度換手率為 12.2%。

機構性格雪花圖

集中度
10.14
持倉穩定性
12.2
動能／逆勢
100
產業集中度
55.92
多樣化
100
倉位均衡度
74.95

近期動向

  • 加碼 AVEM

    +4068.1%　US$1190.9萬

  • 減碼 IYW

    -74.7%　-US$1065.0萬

  • 減碼 VUG

    -63.6%　-US$948.7萬

  • 加碼 VTV

    +10.5%　US$635.6萬

  • 加碼 MINT

    +41.1%　US$321.8萬

  • 減碼 IVW

    -1.4%　-US$284.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 286 大持股（共 323 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VUGVanguard Growth ETFETF-其他7.85%-1.11%-63.55%
2VTVVanguard Value ETFETF-其他5.80%+0.64%+10.45%
3MOATVaneck Morningstar Wide MoatETF-其他5.02%-0.19%-15.26%
4DFACDimensional US Core Equity 2ETF-其他4.64%+0.17%+6.88%
5VEAVanguard Ftse Developed ETFETF-其他4.36%-0.22%-6.21%
6BNDVanguard Total Bond MarketETF-其他3.81%+0.11%-20.53%
7DFAXDimensional World Ex US CoreETF-其他3.75%+0.31%+6.07%
8IVWIshares S&p 500 Growth ETFETF-大型股與成長2.93%-0.34%-1.41%
9QUALIshares Msci USA Quality FacETF-其他2.39%-0.23%-4.50%
10IVEIshares S&p 500 Value ETFETF-大型股與成長2.37%—-0.68%
11AAPLApple INC股票-科技2.27%-0.20%-0.78%
12CGXUCap Group Intl FocusETF-其他1.90%+0.03%+3.20%
13VIGVanguard Dividend Apprec ETFETF-其他1.89%-0.11%-2.17%
14FNDXSchwab Fndmntl US Lrg Co ETFETF-其他1.86%—-27.92%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.80%-0.10%+0.46%
16VOVanguard Mid-cap ETFETF-其他1.76%+0.05%+4.90%
17FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他1.54%+0.13%+2.30%
18AVEMAvantis Emerging Markets EqETF-新興市場1.32%+1.29%+4068.15%
19MINTPimco Enhanced Short MaturitETF-其他1.19%+0.34%+41.12%
20SCHDSchwab US Dvd Equity ETFETF-其他1.19%+0.16%+4.13%
21BAIIshrs Ai In And Tech Act ETFETF-科技型1.10%+1.10%NEW
22BSVVanguard Short-term Bond ETFETF-其他1.08%-0.15%-10.69%
23AVUVAvantis US Small Cap ValueETF-中小型股1.05%+0.10%+3.07%
24SCHGSchwab US Large-cap GrowthETF-其他0.92%-0.15%-3.17%
25SCHXSchwab US Large-cap ETFETF-其他0.75%-0.14%-10.41%
26JMUBJpmorgan Municipal ETFETF-其他0.73%+0.13%+23.53%
27PKWInvesco Buyback Achievers EtETF-其他0.67%—-1.00%
28JEPIJpmorgan Equity Premium IncoETF-其他0.64%—+4.82%
29SCHVSchwab US Large-cap ValueETF-其他0.60%—-3.07%
30DTHWisdomtree International HigETF-其他0.59%+0.03%+1.50%
31GBILGoldman Sachs Access TreasurETF-避險與商品0.56%+0.06%+12.13%
32DGRWWisdomtree U.s. Quality DiviETF-其他0.55%—-1.85%
33MEMSMatthews Em DiscoveryETF-其他0.55%—+2.15%
34EFVIshares Msci Eafe Value ETFETF-其他0.52%—-8.51%
35SCHFSchwab Intl Equity ETFETF-其他0.51%—-1.77%
36DONWisdomtree US Midcap DividenETF-其他0.49%—+1.38%
37VWOVanguard Ftse Emerging MarkeETF-新興市場0.48%—-6.11%
38HDVIshares Core High Dividend EETF-其他0.48%+0.05%-0.32%
39PIDInvesco International DivideETF-其他0.47%-0.06%-10.96%
40VBRVanguard Small-cap Value ETFETF-其他0.47%—+0.06%
41RUNNRunning Oak Efficient Gr ETFETF-其他0.47%—+4.53%
42ASIAMatthews Pacific Tiger ETFETF-其他0.46%—+0.75%
43MSFTMicrosoft CORP股票-科技0.45%-0.15%+0.51%
44IVVIshares Core S&p 500 ETFETF-大型股與成長0.45%-0.07%-8.36%
45SCHYSchwab International Dvd ETFETF-其他0.42%+0.04%+6.42%
46IJHIshares Core S&p Midcap ETFETF-其他0.41%—+0.32%
47SCHZSchwab US Aggregate Bond ETFETF-其他0.40%—+0.01%
48SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.39%-0.03%-3.67%
49SCHASchwab US Small-cap ETFETF-其他0.37%-0.04%-11.21%
50IWVIshares Russell 3000 ETFETF-其他0.36%—+0.03%
1–50 of 286

本季持股變動

Cahill Financial Advisors INC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishrs Ai In And Tech Act ETF (BAI); 新建倉: Dimensional International Co (DFAI); 清倉: Pimco Corporate & Income Opp (PTY); 清倉: Vanguard Short-term Tips (VTIP); 新建倉: Dow INC (DOW).

Cahill Financial Advisors INC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1AVEMAvantis Emerging Markets Eq+1.3%+4068.15%加碼
2VTVVanguard Value ETF+0.6%+10.45%加碼
3MINTPimco Enhanced Short Maturit+0.3%+41.12%加碼
4DFAXDimensional World Ex US Core+0.3%+6.07%加碼
5DFACDimensional US Core Equity 2+0.2%+6.88%加碼
6SCHDSchwab US Dvd Equity ETF+0.2%+4.13%加碼
7FNDFSchwab Fndmn Intl Lrg Co ETF+0.1%+2.30%加碼
8JMUBJpmorgan Municipal ETF+0.1%+23.53%加碼
9BNDVanguard Total Bond Market+0.1%-20.53%減碼
10AVUVAvantis US Small Cap Value+0.1%+3.07%加碼
11JPSTJpmorgan Ultra-short Income+0.1%+51.89%加碼
12GBILGoldman Sachs Access Treasur+0.1%+12.13%加碼
13XOMExxon Mobil CORP+0.1%+1.39%加碼
14JMSTJPM Ultra-short Muni Income+0.1%+51.23%加碼
15VOVanguard Mid-cap ETF+0.1%+4.90%加碼
16VYMVanguard High Dvd Yield ETF+0.1%+44.18%加碼
17VTEBVanguard Tax-exempt Bond ETF+0.1%+25.93%加碼
18HDVIshares Core High Dividend E+0.1%-0.32%減碼
19SCHYSchwab International Dvd ETF0%+6.42%加碼
20NOGNorthern Oil And Gas INC0%—不變
21USRTIshares Core US Reit ETF0%+40.51%加碼
22LMTLockheed Martin CORP0%-0.84%減碼
23CATCaterpillar INC0%+0.13%加碼
24CGXUCap Group Intl Focus0%+3.20%加碼
25DTHWisdomtree International Hig0%+1.50%加碼
26SPYSs Spdr S&p 500 ETF Trust-us0%-3.67%減碼
27SEIQSei Qim US Large Cap Quality0%-23.75%減碼
28SCHASchwab US Small-cap ETF0%-11.21%減碼
29SEIVSei Qim US Large Cap Value A-0.1%-23.00%減碼
30SEIMSei Qim US Large Cap Momentu-0.1%-23.54%減碼
31PIDInvesco International Divide-0.1%-10.96%減碼
32IVVIshares Core S&p 500 ETF-0.1%-8.36%減碼
33BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.46%加碼
34VIGVanguard Dividend Apprec ETF-0.1%-2.17%減碼
35SCHXSchwab US Large-cap ETF-0.1%-10.41%減碼
36SCHGSchwab US Large-cap Growth-0.2%-3.17%減碼
37MSFTMicrosoft CORP-0.2%+0.51%加碼
38BSVVanguard Short-term Bond ETF-0.2%-10.69%減碼
39MOATVaneck Morningstar Wide Moat-0.2%-15.26%減碼
40AAPLApple INC-0.2%-0.78%減碼
41VEAVanguard Ftse Developed ETF-0.2%-6.21%減碼
42QUALIshares Msci USA Quality Fac-0.2%-4.50%減碼
43IVWIshares S&p 500 Growth ETF-0.3%-1.41%減碼
44VUGVanguard Growth ETF-1.1%-63.55%減碼
45IYWIshares Ustechnology ETF-1.2%-74.69%減碼
46BAIIshrs Ai In And Tech Act ETF—NEW新建倉
47DFAIDimensional International Co—NEW新建倉
48PTYPimco Corporate & Income Opp—EXIT清倉
49VTIPVanguard Short-term Tips—EXIT清倉
50DOWDow INC—NEW新建倉

FAQ

Cahill Financial Advisors INC 是什麼機構？屬於哪種投資人類型？
Cahill Financial Advisors INC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$9.2億，分佈在 323 個已申報部位之中。
Cahill Financial Advisors INC 目前前幾大持股有哪些？
根據最新 13F 申報，Cahill Financial Advisors INC 按市值排列的前幾大持股為： 1. Vanguard Growth ETF (VUG) — US$7248.0萬 (7.8%) 2. Vanguard Value ETF (VTV) — US$5356.4萬 (5.8%) 3. Vaneck Morningstar Wide Moat (MOAT) — US$4634.5萬 (5.0%) 4. Dimensional US Core Equity 2 (DFAC) — US$4288.2萬 (4.6%) 5. Vanguard Ftse Developed ETF (VEA) — US$4026.5萬 (4.4%)
Cahill Financial Advisors INC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cahill Financial Advisors INC 共進行了 49 項顯著調整：新建倉 3 個部位、加碼 23 個既有持股、減碼 21 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Ishrs Ai In And Tech Act ETF (BAI); 新建倉: Dimensional International Co (DFAI); 清倉: Pimco Corporate & Income Opp (PTY); 清倉: Vanguard Short-term Tips (VTIP); 新建倉: Dow INC (DOW)
Cahill Financial Advisors INC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cahill Financial Advisors INC 的主要板塊分佈如下： • Information Technology: 30.8% • Financials: 24.6% • Industrials: 11.9% • Consumer Discretionary: 7.5% • Health Care: 6.4% • Energy: 5.8%