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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 125 项
建仓 11
增持 84
减持 25
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.7M
1,257,115
+21%
增持
AVUS
AMERICAN CENTY ETF TR
+$6.0M
364,127
+25%
减持
PG
PROCTER AND GAMBLE CO
-$5.0M
6,056
-85%
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
+$3.1M
463,180
+23%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.8M
491,084
+17%
增持
AAPL
APPLE INC
+$2.1M
40,321
+14%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.9M
445,816
+13%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.7M
165,428
+19%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.4M
206,620
+10%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
239,117
+1%
增持
MSFT
MICROSOFT CORP
+$988.7K
15,023
+8%
增持
IVV
ISHARES TR
+$811.8K
18,614
+5%
建仓
UPS
UNITED PARCEL SERVICE INC
+$799.3K
4,120
增持
DFAE
DIMENSIONAL ETF TRUST
+$645.5K
288,311
+6%
增持
VV
VANGUARD INDEX FDS
+$629.3K
48,544
+0%
增持
AVIG
AMERICAN CENTY ETF TR
+$594.5K
62,632
+26%
增持
DFSD
DIMENSIONAL ETF TRUST
+$492.5K
48,153
+27%
减持
IJR
ISHARES TR
-$488.1K
7,809
-41%
减持
IEFA
ISHARES TR
+$408.7K
117,578
-3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$387.6K
106,040
+13%
增持
DFAS
DIMENSIONAL ETF TRUST
+$384.2K
45,746
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$380.9K
52,991
+18%
增持
GOOGL
ALPHABET INC
+$332.1K
15,161
+8%
清仓
EXC
EXELON CORP
-$329.7K
0
-100%
清仓
DVY
ISHARES TR
-$315.1K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$313.0K
12,739
减持
VTV
VANGUARD INDEX FDS
-$306.9K
4,343
-33%
建仓
BX
BLACKSTONE INC
+$297.4K
3,386
增持
BSV
VANGUARD BD INDEX FDS
+$293.7K
17,414
+26%
清仓
GS
GOLDMAN SACHS GROUP INC
-$283.3K
0
-100%
建仓
AMZN
AMAZON COM INC
+$280.9K
2,720
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$262.7K
22,662
-14%
建仓
IUSV
ISHARES TR
+$261.3K
3,542
减持
DFCF
DIMENSIONAL ETF TRUST
-$252.4K
8,638
-42%
增持
—
LAM RESEARCH CORP
+$249.8K
1,102
+39%
增持
EFA
ISHARES TR
+$241.0K
12,877
+24%
增持
V
VISA INC
+$237.0K
6,273
+11%
增持
AGG
ISHARES TR
+$226.2K
14,458
+15%
增持
COST
COSTCO WHSL CORP NEW
+$224.8K
2,928
+9%
建仓
CMCSA
COMCAST CORP NEW
+$223.5K
5,896
清仓
TFC
TRUIST FINL CORP
-$223.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$222.7K
2,682
增持
DFIP
DIMENSIONAL ETF TRUST
+$221.1K
32,441
+14%
清仓
CEG
CONSTELLATION ENERGY CORP
-$218.7K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$213.7K
2,615
增持
AVRE
AMERICAN CENTY ETF TR
+$210.6K
25,168
+24%
建仓
AVGE
AMERICAN CENTY ETF TR
+$210.0K
3,634
减持
DFAX
DIMENSIONAL ETF TRUST
+$202.6K
184,435
-2%
建仓
TROW
PRICE T ROWE GROUP INC
+$200.8K
1,779
增持
AVUV
AMERICAN CENTY ETF TR
+$193.2K
42,080
+7%
增持
VDE
VANGUARD WORLD FDS
+$192.1K
18,848
+17%
增持
IEMG
ISHARES INC
+$177.5K
32,200
+8%
减持
IJH
ISHARES TR
-$173.7K
2,548
-24%
增持
META
META PLATFORMS INC
+$168.5K
1,832
+0%
增持
CINF
CINCINNATI FINL CORP
+$161.0K
9,076
+9%
增持
MA
MASTERCARD INCORPORATED
+$156.4K
2,852
+13%
增持
VXF
VANGUARD INDEX FDS
+$141.4K
3,350
+36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$133.5K
1,481
+13%
增持
UNH
UNITEDHEALTH GROUP INC
-$120.5K
2,389
+1%
增持
CTAS
CINTAS CORP
+$120.1K
1,166
+26%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$115.3K
959
+27%
减持
ITOT
ISHARES TR
+$112.0K
22,493
-1%
减持
GOOG
ALPHABET INC
+$108.9K
7,232
-0%
增持
AVSF
AMERICAN CENTY ETF TR
+$108.2K
28,065
+8%
减持
REET
ISHARES TR
-$106.4K
93,932
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$104.8K
15,686
+5%
减持
VTI
VANGUARD INDEX FDS
+$99.1K
7,940
-0%
增持
MCD
MCDONALDS CORP
+$93.0K
2,185
+11%
增持
PLD
PROLOGIS INC.
+$89.6K
7,225
+0%
减持
JNJ
JOHNSON & JOHNSON
-$85.3K
2,054
-10%
增持
IWB
ISHARES TR
+$80.0K
5,237
+0%
减持
VBR
VANGUARD INDEX FDS
-$79.4K
7,351
-6%
增持
ATO
ATMOS ENERGY CORP
+$79.3K
3,522
+25%
增持
AVDV
AMERICAN CENTY ETF TR
+$73.7K
16,139
+3%
增持
PAYX
PAYCHEX INC
+$72.0K
10,078
+8%
增持
IXUS
ISHARES TR
+$69.5K
13,242
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$67.0K
33,604
+8%
增持
PNC
PNC FINL SVCS GROUP INC
-$60.8K
2,049
+1%
增持
QCOM
QUALCOMM INC
+$58.6K
2,114
+10%
增持
ISTB
ISHARES TR
+$58.5K
27,464
+3%
建仓
—
BIOATLA INC
+$57.4K
21,400
减持
MO
ALTRIA GROUP INC
-$55.7K
5,979
-15%
减持
NNN
NATIONAL RETAIL PROPERTIES I
-$52.4K
11,151
-6%
减持
VOT
VANGUARD INDEX FDS
+$42.9K
4,027
-2%
增持
VXUS
VANGUARD STAR FDS
+$42.6K
11,927
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.8K
6,927
+14%
增持
HD
HOME DEPOT INC
+$36.9K
3,064
+12%
增持
IUSB
ISHARES TR
+$36.1K
25,104
+0%
增持
VB
VANGUARD INDEX FDS
+$34.0K
5,363
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$31.8K
6,552
-5%
减持
ZTS
ZOETIS INC
+$29.4K
2,672
-6%
增持
AVLV
AMERICAN CENTY ETF TR
+$27.7K
23,021
+1%
增持
DTE
DTE ENERGY CO
+$27.5K
2,362
+20%
增持
HCA
HCA HEALTHCARE INC
+$26.4K
985
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$25.6K
15,648
-2%
增持
—
ACCENTURE PLC IRELAND
+$23.6K
977
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$22.2K
13,870
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$21.8K
18,109
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.8K
2,423
+3%
增持
HON
HONEYWELL INTL INC
-$21.3K
1,083
+2%
增持
MDLZ
MONDELEZ INTL INC
+$21.1K
6,122
+1%
增持
SBUX
STARBUCKS CORP
+$18.7K
3,125
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$17.0K
78,839
+0%
增持
IYE
ISHARES TR
-$16.6K
6,342
+0%
减持
WMT
WALMART INC
-$13.9K
2,892
-7%
增持
DHR
DANAHER CORPORATION
-$12.3K
1,355
+2%
减持
IWM
ISHARES TR
+$10.4K
4,776
-1%
增持
SDY
SPDR SER TR
-$10.1K
8,953
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$9.4K
2,329
+2%
增持
JPM
JPMORGAN CHASE & CO
-$8.7K
6,885
+2%
增持
XEL
XCEL ENERGY INC
+$8.6K
10,213
+5%
增持
VOE
VANGUARD INDEX FDS
-$7.9K
9,326
+0%
增持
DES
WISDOMTREE TR
+$7.6K
62,541
+0%
增持
MKC
MCCORMICK & CO INC
+$7.6K
8,940
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$7.1K
2,003
+0%
增持
NOC
NORTHROP GRUMMAN CORP
-$5.6K
507
+15%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$5.5K
19,115
-7%
增持
KMB
KIMBERLY-CLARK CORP
-$4.9K
3,350
+0%
增持
LOW
LOWES COS INC
+$4.8K
2,178
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.2K
12,309
-4%
增持
SYY
SYSCO CORP
+$4.1K
2,834
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.0K
3,578
+0%
增持
IWD
ISHARES TR
+$2.5K
2,583
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$521
3,989
-1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$312
4,046
+4%
