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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 64
减持 48
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$4.4M
263,058
+59%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.1M
144,600
+287%
减持
VV
VANGUARD INDEX FDS
-$3.9M
47,850
-18%
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
DFAI
DIMENSIONAL ETF TRUST
+$3.3M
428,315
+70%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.7M
296,763
+81%
增持
IEFA
ISHARES TR
+$1.8M
98,556
+72%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
77,711
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.3M
28,620
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
242,734
+48%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.0M
199,469
+32%
减持
IWM
ISHARES TR
-$1.0M
4,778
-47%
增持
DFAT
DIMENSIONAL ETF TRUST
+$997.0K
33,704
+337%
减持
SPY
SPDR S&P 500 ETF TR
-$913.0K
6,997
-11%
建仓
AVLV
AMERICAN CENTY ETF TR
+$906.0K
19,655
减持
IAGG
ISHARES TR
-$880.0K
5,027
-77%
清仓
IUSB
ISHARES TR
-$856.0K
0
-100%
增持
IVV
ISHARES TR
-$736.0K
18,537
+8%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$733.0K
14,940
-33%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$666.0K
15,146
增持
IXUS
ISHARES TR
+$657.0K
20,709
+163%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$653.0K
14,969
增持
AAPL
APPLE INC
-$650.0K
42,114
+15%
清仓
HCA
HCA HEALTHCARE INC
-$641.0K
0
-100%
建仓
DISV
DIMENSIONAL ETF TRUST
+$614.0K
29,184
减持
ITOT
ISHARES TR
-$602.0K
22,733
-8%
清仓
MKC/V
MCCORMICK & CO INC
-$600.0K
0
-100%
增持
IEMG
ISHARES INC
+$586.0K
31,884
+81%
增持
DFAC
DIMENSIONAL ETF TRUST
-$583.0K
830,730
+15%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$571.0K
14,951
减持
QCOM
QUALCOMM INC
-$556.0K
2,607
-55%
清仓
FITB
FIFTH THIRD BANCORP
-$541.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$493.0K
18,118
-5%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$488.0K
8,293
减持
AVDV
AMERICAN CENTY ETF TR
-$487.0K
10,198
-38%
增持
AVEM
AMERICAN CENTY ETF TR
+$454.0K
87,705
+27%
减持
PLD
PROLOGIS INC.
-$447.0K
7,202
-10%
增持
AVIG
AMERICAN CENTY ETF TR
+$433.0K
32,875
+53%
建仓
AVSF
AMERICAN CENTY ETF TR
+$429.0K
9,156
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$401.0K
0
-100%
清仓
ACWX
ISHARES TR
-$400.0K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$400.0K
25,906
+45%
增持
AGG
ISHARES TR
+$386.0K
16,178
+38%
减持
VTV
VANGUARD INDEX FDS
-$385.0K
5,295
-28%
增持
REET
ISHARES TR
+$378.0K
58,030
+65%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$376.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$366.0K
3,165
-3%
减持
VTI
VANGUARD INDEX FDS
-$365.0K
6,503
-7%
增持
VDE
VANGUARD WORLD FDS
+$352.0K
14,288
+43%
减持
IJR
ISHARES TR
-$349.0K
13,091
-9%
清仓
XLC
SELECT SECTOR SPDR TR
-$347.0K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$339.0K
0
-100%
增持
IJH
ISHARES TR
+$336.0K
3,223
+120%
清仓
CSCO
CISCO SYS INC
-$330.0K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
-$328.0K
53,106
+3%
减持
BX
BLACKSTONE INC
-$324.0K
2,386
-44%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$323.0K
15,142
清仓
DIS
DISNEY WALT CO
-$321.0K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
-$315.0K
53,451
+8%
增持
ISTB
ISHARES TR
+$314.0K
17,539
+64%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$311.0K
13,767
清仓
CME
CME GROUP INC
-$299.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$296.0K
3,260
+1555%
清仓
—
TRANE TECHNOLOGIES PLC
-$285.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$281.0K
7,720
-8%
清仓
MET
METLIFE INC
-$280.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$275.0K
0
-100%
增持
IWB
ISHARES TR
+$274.0K
4,695
+67%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$272.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$253.0K
2,436
-6%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$243.0K
10,343
清仓
EMR
EMERSON ELEC CO
-$227.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$219.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$219.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$217.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$216.0K
15,586
+14%
清仓
—
ASML HOLDING N V
-$211.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$210.0K
812
+14%
增持
VO
VANGUARD INDEX FDS
+$208.0K
4,909
+54%
清仓
HON
HONEYWELL INTL INC
-$207.0K
0
-100%
清仓
XPEV
XPENG INC
-$206.0K
0
-100%
清仓
MUB
ISHARES TR
-$204.0K
0
-100%
清仓
IUSV
ISHARES TR
-$201.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$200.0K
0
-100%
增持
PAYX
PAYCHEX INC
+$199.0K
11,292
+42%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$195.0K
12,830
-19%
增持
VOT
VANGUARD INDEX FDS
-$194.0K
4,114
+0%
增持
XEL
XCEL ENERGY INC
+$194.0K
10,762
+37%
增持
ATO
ATMOS ENERGY CORP
+$188.0K
3,918
+86%
减持
CINF
CINCINNATI FINL CORP
-$181.0K
9,568
-1%
增持
VBR
VANGUARD INDEX FDS
-$181.0K
8,650
+3%
增持
PG
PROCTER AND GAMBLE CO
-$178.0K
39,268
+3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$177.0K
4,652
+49%
增持
AEP
AMERICAN ELEC PWR CO INC
+$171.0K
4,007
+88%
减持
AJG
GALLAGHER ARTHUR J & CO
-$171.0K
2,219
-27%
减持
INTC
INTEL CORP
-$169.0K
7,963
-15%
减持
AVRE
AMERICAN CENTY ETF TR
-$155.0K
9,717
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$154.0K
1,008
-12%
减持
VXUS
VANGUARD STAR FDS
-$154.0K
11,354
-8%
增持
VB
VANGUARD INDEX FDS
-$148.0K
5,051
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$146.0K
3,935
-21%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$143.0K
12,904
+41%
减持
—
TWITTER INC
-$135.0K
9,609
-25%
减持
—
ACCENTURE PLC IRELAND
-$134.0K
950
-19%
减持
WMT
WALMART INC
-$131.0K
3,441
-7%
减持
—
LAM RESEARCH CORP
-$131.0K
1,145
-1%
增持
VOE
VANGUARD INDEX FDS
-$128.0K
8,737
+4%
减持
DHR
DANAHER CORPORATION
-$126.0K
1,807
-9%
增持
MDLZ
MONDELEZ INTL INC
+$125.0K
6,125
+51%
减持
META
META PLATFORMS INC
-$120.0K
1,930
-0%
减持
MO
ALTRIA GROUP INC
-$117.0K
8,898
-5%
减持
QQQ
INVESCO QQQ TR
-$114.0K
1,302
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$112.0K
927
-21%
增持
EFA
ISHARES TR
-$107.0K
10,359
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
-$101.0K
189,478
+14%
减持
HD
HOME DEPOT INC
-$98.0K
3,149
-2%
增持
ES
EVERSOURCE ENERGY
+$96.0K
14,646
+13%
增持
SDY
SPDR SER TR
-$84.0K
8,874
+0%
减持
CTAS
CINTAS CORP
-$80.0K
1,264
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$74.0K
2,463
-19%
减持
LOW
LOWES COS INC
-$74.0K
2,341
-2%
增持
JNJ
JOHNSON & JOHNSON
+$74.0K
3,768
+12%
减持
NOC
NORTHROP GRUMMAN CORP
-$73.0K
439
-31%
减持
MAA
MID-AMER APT CMNTYS INC
-$73.0K
1,736
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$72.0K
4,011
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$71.0K
2,900
+4%
增持
KMB
KIMBERLY-CLARK CORP
+$71.0K
3,449
+8%
减持
IWD
ISHARES TR
-$70.0K
2,560
-4%
减持
ZTS
ZOETIS INC
-$69.0K
2,943
-4%
增持
GOOG
ALPHABET INC
+$65.0K
409
+38%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$64.0K
8,098
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$61.0K
12,520
-6%
增持
V
VISA INC
-$47.0K
6,880
+9%
增持
EDIV
SPDR INDEX SHS FDS
-$38.0K
22,739
+6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$35.0K
27,689
+6%
减持
MCD
MCDONALDS CORP
-$35.0K
2,163
-6%
增持
DTE
DTE ENERGY CO
+$33.0K
2,339
+18%
增持
DVY
ISHARES TR
-$27.0K
2,637
+0%
增持
VXF
VANGUARD INDEX FDS
-$25.0K
2,205
+16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.0K
1,649
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$23.0K
7,375
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.0K
8,133
-2%
减持
EXC
EXELON CORP
-$22.0K
7,611
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$21.0K
2,884
-2%
增持
IYE
ISHARES TR
-$17.0K
6,280
+0%
增持
SYY
SYSCO CORP
+$9.0K
2,795
+0%
增持
SBUX
STARBUCKS CORP
-$8.0K
3,110
+15%
增持
MA
MASTERCARD INCORPORATED
+$8.0K
3,041
+14%
减持
PFE
PFIZER INC
-$6.0K
4,094
-4%
增持
CMCSA
COMCAST CORP NEW
-$4.0K
8,088
+18%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$0
9,715
+0%
