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SC&H Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SC&H Financial Advisors, Inc.
报告期 2026-03-31 · CIK 0001907898
持仓数
155
前50大市值合计
$604.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 136 项
建仓 10
增持 53
减持 61
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$4.8M
165,340
+68%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.8M
251,852
+227%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.9M
722,955
+31%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.4M
163,575
+202%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.3M
151,130
+64%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.0M
163,986
+250%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
49,699
+77%
增持
VV
VANGUARD INDEX FDS
+$1.5M
58,051
+21%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
6,993
+239%
建仓
VTV
VANGUARD INDEX FDS
+$1.1M
7,331
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.0M
37,373
+140%
建仓
IUSB
ISHARES TR
+$856.0K
17,240
增持
AVEM
AMERICAN CENTY ETF TR
+$839.0K
69,321
+34%
增持
IAGG
ISHARES TR
+$797.0K
21,678
+255%
建仓
VXUS
VANGUARD STAR FDS
+$740.0K
12,388
增持
AVDV
AMERICAN CENTY ETF TR
+$721.0K
16,372
+248%
减持
IVV
ISHARES TR
-$680.0K
17,113
-3%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$666.0K
3,898
增持
VDE
VANGUARD WORLD FDS
+$632.0K
9,991
+77%
增持
IJR
ISHARES TR
+$629.0K
14,450
+78%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$613.0K
26,119
+57%
建仓
AVRE
AMERICAN CENTY ETF TR
+$587.0K
11,165
增持
AVIG
AMERICAN CENTY ETF TR
+$558.0K
21,519
+151%
减持
MSFT
MICROSOFT CORP
-$520.0K
13,683
-3%
增持
AGG
ISHARES TR
+$496.0K
11,758
+76%
建仓
IWD
ISHARES TR
+$441.0K
2,658
减持
PG
PROCTER AND GAMBLE CO
-$438.0K
38,117
-0%
清仓
SMMD
ISHARES TR
-$412.0K
0
-100%
增持
HD
HOME DEPOT INC
-$372.0K
3,215
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$366.0K
7,867
+17%
增持
IEFA
ISHARES TR
+$342.0K
57,165
+17%
减持
REET
ISHARES TR
-$325.0K
35,081
-20%
减持
AMZN
AMAZON COM INC
-$325.0K
197
-32%
减持
AAPL
APPLE INC
-$315.0K
36,697
-3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$310.0K
17,877
+28%
清仓
FDX
FEDEX CORP
-$310.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$297.0K
19,067
-3%
减持
VOT
VANGUARD INDEX FDS
-$296.0K
4,109
-14%
减持
SDY
SPDR SER TR
-$295.0K
8,873
-20%
减持
ITOT
ISHARES TR
-$288.0K
24,834
-5%
清仓
TSLA
TESLA INC
-$278.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$259.0K
0
-100%
建仓
IYE
ISHARES TR
+$256.0K
6,259
清仓
KEY
KEYCORP
-$255.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$250.0K
2,699
-36%
清仓
—
AON PLC
-$236.0K
0
-100%
减持
META
META PLATFORMS INC
-$235.0K
1,939
-2%
减持
—
ACCENTURE PLC IRELAND
-$234.0K
1,179
-23%
清仓
ZS
ZSCALER INC
-$231.0K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$227.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$219.0K
496
清仓
KO
COCA COLA CO
-$214.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$213.0K
0
-100%
清仓
ALLY
ALLY FINL INC
-$213.0K
0
-100%
建仓
MUB
ISHARES TR
+$204.0K
1,856
减持
CINF
CINCINNATI FINL CORP
+$204.0K
9,704
-1%
建仓
IUSV
ISHARES TR
+$201.0K
2,651
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$200.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$193.0K
8,433
-1%
减持
ARCC
ARES CAPITAL CORP
-$191.0K
9,529
-48%
减持
QCOM
QUALCOMM INC
-$181.0K
5,816
-1%
减持
ZTS
ZOETIS INC
-$180.0K
3,051
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$179.0K
1,148
-7%
减持
DIS
DISNEY WALT CO
-$171.0K
2,341
-26%
减持
EMR
EMERSON ELEC CO
-$165.0K
2,318
-45%
减持
INTC
INTEL CORP
-$158.0K
9,421
-22%
减持
—
TRANE TECHNOLOGIES PLC
-$155.0K
1,866
-14%
减持
CMCSA
COMCAST CORP NEW
-$155.0K
6,851
-28%
减持
LOW
LOWES COS INC
-$144.0K
2,388
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$135.0K
166,852
+8%
减持
QQQ
INVESCO QQQ TR
-$133.0K
1,322
-14%
增持
DFAT
DIMENSIONAL ETF TRUST
+$127.0K
7,704
+58%
增持
VB
VANGUARD INDEX FDS
+$117.0K
4,882
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$117.0K
1,479
-0%
减持
NNN
NATIONAL RETAIL PROPERTIES I
-$114.0K
9,165
-16%
减持
GOOGL
ALPHABET INC
-$112.0K
712
-1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$111.0K
4,714
-28%
减持
IEMG
ISHARES INC
-$110.0K
17,612
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$109.0K
1,174
+62%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$108.0K
8,359
+46%
增持
ISTB
ISHARES TR
+$107.0K
10,664
+31%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$104.0K
8,275
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$100.0K
13,313
+25%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$100.0K
15,804
+24%
减持
DHR
DANAHER CORPORATION
-$99.0K
1,991
-4%
增持
XPEV
XPENG INC
-$96.0K
7,481
+25%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$90.0K
3,113
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.0K
2,601
-6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$83.0K
51,328
+10%
减持
EW
EDWARDS LIFESCIENCES CORP
-$81.0K
6,270
-1%
增持
EXC
EXELON CORP
-$77.0K
7,702
+0%
减持
FITB
FIFTH THIRD BANCORP
-$75.0K
12,575
-11%
减持
KMB
KIMBERLY-CLARK CORP
-$73.0K
3,206
-2%
减持
PLD
PROLOGIS INC.
-$71.0K
8,011
-1%
减持
JNJ
JOHNSON & JOHNSON
-$69.0K
3,357
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$67.0K
2,946
-6%
增持
IXUS
ISHARES TR
+$64.0K
7,877
+22%
减持
CSCO
CISCO SYS INC
-$62.0K
5,922
-4%
减持
MET
METLIFE INC
-$62.0K
3,980
-27%
减持
VZ
VERIZON COMMUNICATIONS INC
-$61.0K
7,389
-12%
减持
MCD
MCDONALDS CORP
-$57.0K
2,302
-1%
增持
IJH
ISHARES TR
+$57.0K
1,465
+23%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$53.0K
8,093
-6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$51.0K
9,711
-19%
减持
HCA
HCA HEALTHCARE INC
-$44.0K
2,556
-4%
增持
EFA
ISHARES TR
-$41.0K
10,242
+1%
减持
—
ASML HOLDING N V
-$40.0K
315
-0%
增持
IWB
ISHARES TR
-$38.0K
2,806
+0%
增持
MAA
MID-AMER APT CMNTYS INC
-$35.0K
1,794
+0%
减持
HON
HONEYWELL INTL INC
-$35.0K
1,065
-8%
增持
ES
EVERSOURCE ENERGY
-$35.0K
12,937
+0%
减持
GOOG
ALPHABET INC
-$33.0K
297
-0%
减持
CTAS
CINTAS CORP
-$32.0K
1,297
-2%
增持
PFE
PFIZER INC
-$30.0K
4,275
+0%
增持
MKC
MCCORMICK & CO INC
+$29.0K
8,896
+0%
增持
ACWX
ISHARES TR
-$26.0K
7,654
+0%
减持
PAYX
PAYCHEX INC
-$26.0K
7,963
-2%
增持
VBR
VANGUARD INDEX FDS
-$23.0K
8,395
+0%
减持
BX
BLACKSTONE INC
-$23.0K
4,271
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$21.0K
2,800
+4%
减持
V
VISA INC
+$18.0K
6,321
-1%
增持
DVY
ISHARES TR
+$15.0K
2,632
+0%
减持
XEL
XCEL ENERGY INC
+$15.0K
7,872
-4%
减持
MO
ALTRIA GROUP INC
+$13.0K
9,355
-7%
增持
IWM
ISHARES TR
-$11.0K
8,968
+8%
减持
WMT
WALMART INC
+$11.0K
3,686
-1%
增持
SYY
SYSCO CORP
+$10.0K
2,788
+0%
减持
CME
CME GROUP INC
+$10.0K
1,256
-1%
减持
MA
MASTERCARD INCORPORATED
-$9.0K
2,661
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$7.0K
22,406
+7%
增持
VXF
VANGUARD INDEX FDS
-$4.0K
1,896
+9%
增持
BSV
VANGUARD BD INDEX FDS
-$4.0K
6,975
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
+$3.0K
2,137
-9%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$3.0K
1,473
+14%
减持
COST
COSTCO WHSL CORP NEW
+$1.0K
3,270
-1%
增持
VOE
VANGUARD INDEX FDS
+$0
8,418
+0%