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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 120 项
建仓 8
增持 62
减持 47
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.6M
1,384,335
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.0M
409,745
+13%
增持
AAPL
APPLE INC
+$1.7M
43,182
+7%
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
+$1.6M
506,119
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.3M
217,414
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.3M
503,043
+9%
减持
VDE
VANGUARD WORLD FDS
-$1.2M
8,169
-57%
增持
IVV
ISHARES TR
+$1.2M
19,860
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.2M
73,892
+53%
增持
AVEM
AMERICAN CENTY ETF TR
+$969.6K
180,619
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$826.6K
44,865
+252%
减持
VV
VANGUARD INDEX FDS
+$751.6K
48,442
-0%
增持
AVDE
AMERICAN CENTY ETF TR
+$750.6K
250,653
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$654.1K
24,472
+183%
增持
DFIC
DIMENSIONAL ETF TRUST
+$606.0K
467,019
+5%
减持
MSFT
MICROSOFT CORP
+$593.2K
14,460
-4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$502.2K
61,658
+16%
增持
DFAE
DIMENSIONAL ETF TRUST
+$430.2K
301,242
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$287.7K
43,862
+4%
清仓
PNC
PNC FINL SVCS GROUP INC
-$260.4K
0
-100%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$243.2K
9,973
减持
GOOGL
ALPHABET INC
+$239.6K
15,140
-0%
建仓
NVDA
NVIDIA CORPORATION
+$232.8K
550
增持
SPY
SPDR S&P 500 ETF TR
+$222.6K
6,554
+0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$219.6K
3,104
增持
JPM
JPMORGAN CHASE & CO
+$209.4K
7,608
+11%
清仓
HON
HONEYWELL INTL INC
-$207.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$206.0K
238
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$202.5K
4,014
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$201.3K
4,358
清仓
TROW
PRICE T ROWE GROUP INC
-$200.8K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$200.5K
3,482
建仓
CVX
CHEVRON CORP NEW
+$200.3K
1,273
增持
MA
MASTERCARD INCORPORATED
+$187.2K
3,111
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$180.0K
47,278
+3%
增持
ITOT
ISHARES TR
+$176.8K
22,624
+1%
增持
V
VISA INC
+$175.3K
6,694
+7%
减持
DFIP
DIMENSIONAL ETF TRUST
-$142.2K
30,191
-7%
减持
META
META PLATFORMS INC
+$136.0K
1,827
-0%
增持
AVGE
AMERICAN CENTY ETF TR
+$129.0K
5,649
+55%
减持
ES
EVERSOURCE ENERGY
-$128.7K
12,648
-3%
减持
—
LAM RESEARCH CORP
+$122.8K
1,099
-0%
减持
GOOG
ALPHABET INC
+$122.3K
7,229
-0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$121.2K
109,050
+3%
减持
COST
COSTCO WHSL CORP NEW
+$120.9K
2,927
-0%
增持
IEFA
ISHARES TR
+$118.2K
118,197
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$109.0K
15,508
-1%
减持
VTI
VANGUARD INDEX FDS
+$101.3K
7,817
-2%
减持
XEL
XCEL ENERGY INC
-$100.6K
9,461
-7%
增持
IWB
ISHARES TR
+$99.4K
5,247
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$99.1K
186,708
+1%
增持
AVRE
AMERICAN CENTY ETF TR
+$94.1K
27,786
+10%
增持
DFSV
DIMENSIONAL ETF TRUST
+$91.7K
80,044
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$87.8K
18,788
+8%
减持
REET
ISHARES TR
-$83.5K
90,133
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$81.5K
1,480
-0%
增持
IWM
ISHARES TR
+$79.6K
4,975
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$76.8K
2,419
-0%
增持
AVSF
AMERICAN CENTY ETF TR
+$71.0K
29,912
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.2K
4,112
-0%
增持
AVLV
AMERICAN CENTY ETF TR
+$57.4K
23,131
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$55.9K
2,000
-0%
减持
AVIG
AMERICAN CENTY ETF TR
-$54.5K
62,494
-0%
减持
LOW
LOWES COS INC
+$54.2K
2,169
-0%
增持
AGG
ISHARES TR
+$53.8K
15,257
+6%
增持
VBR
VANGUARD INDEX FDS
+$52.1K
7,371
+0%
增持
HD
HOME DEPOT INC
+$48.1K
3,066
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$47.8K
2,911
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$46.8K
6,776
-2%
增持
VOT
VANGUARD INDEX FDS
+$43.9K
4,028
+0%
增持
VOE
VANGUARD INDEX FDS
+$43.4K
9,350
+0%
减持
VB
VANGUARD INDEX FDS
+$41.4K
5,320
-1%
减持
CTAS
CINTAS CORP
+$39.6K
1,165
-0%
减持
ISTB
ISHARES TR
-$39.2K
26,927
-2%
减持
QCOM
QUALCOMM INC
-$37.4K
1,952
-8%
增持
IJH
ISHARES TR
+$29.6K
2,551
+0%
减持
PG
PROCTER AND GAMBLE CO
-$29.1K
5,742
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$29.0K
3,999
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$28.1K
18,440
-4%
增持
PAYX
PAYCHEX INC
-$27.3K
10,079
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$27.1K
18,173
+0%
减持
WMT
WALMART INC
+$25.7K
2,876
-1%
增持
IJR
ISHARES TR
+$25.1K
7,829
+0%
增持
IXUS
ISHARES TR
+$24.4K
13,491
+2%
减持
DFAR
DIMENSIONAL ETF TRUST
-$24.3K
32,429
-3%
减持
MKC
MCCORMICK & CO INC
+$22.9K
8,791
-2%
增持
IEMG
ISHARES INC
+$22.0K
32,320
+0%
减持
—
ACCENTURE PLC IRELAND
+$21.7K
975
-0%
增持
EFA
ISHARES TR
+$20.9K
12,992
+1%
增持
VTV
VANGUARD INDEX FDS
+$19.9K
4,361
+0%
减持
JNJ
JOHNSON & JOHNSON
+$19.9K
2,044
-0%
减持
MDLZ
MONDELEZ INTL INC
+$18.9K
6,111
-0%
增持
BX
BLACKSTONE INC
+$18.3K
3,396
+0%
增持
DES
WISDOMTREE TR
+$17.8K
62,660
+0%
减持
DHR
DANAHER CORPORATION
-$17.6K
1,349
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$17.5K
2,309
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$17.2K
51,309
+0%
减持
—
BROOKFIELD INFRAST PARTNERS
-$17.1K
12,202
-11%
减持
UNH
UNITEDHEALTH GROUP INC
+$17.0K
2,385
-0%
增持
VXUS
VANGUARD STAR FDS
+$15.7K
12,021
+1%
增持
SBUX
STARBUCKS CORP
-$15.3K
3,130
+0%
增持
IWD
ISHARES TR
+$15.1K
2,588
+0%
减持
ZTS
ZOETIS INC
+$14.7K
2,667
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.7K
15,761
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$11.7K
22,700
+0%
减持
CMCSA
COMCAST CORP NEW
+$9.4K
5,605
-5%
减持
SYY
SYSCO CORP
-$9.2K
2,826
-0%
减持
AMZN
AMAZON COM INC
+$8.9K
2,223
-18%
增持
IUSB
ISHARES TR
-$8.2K
25,298
+1%
减持
APH
AMPHENOL CORP NEW
+$8.0K
2,610
-0%
增持
SDY
SPDR SER TR
-$7.3K
8,976
+0%
增持
AVDV
AMERICAN CENTY ETF TR
-$6.0K
16,293
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7K
12,363
+0%
增持
IYE
ISHARES TR
-$5.3K
6,353
+0%
减持
VNQ
VANGUARD INDEX FDS
-$4.7K
2,609
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.4K
506
-0%
减持
MO
ALTRIA GROUP INC
+$2.8K
5,951
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.1K
3,592
+0%
增持
DISV
DIMENSIONAL ETF TRUST
-$1.5K
13,896
+0%
减持
IUSV
ISHARES TR
+$575
3,347
-6%
