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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 126 项
建仓 15
增持 52
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.2M
1,602,448
+9%
增持
AVUS
AMERICAN CENTY ETF TR
+$6.1M
472,464
+7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.4M
608,365
+8%
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
AVDE
AMERICAN CENTY ETF TR
+$2.5M
278,653
+8%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.3M
219,493
+15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
556,474
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.8M
236,757
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
519,011
+6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.7M
122,700
+39%
增持
MSFT
MICROSOFT CORP
+$1.2M
15,337
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
27,707
+89%
清仓
IUSB
ISHARES TR
-$1.1M
0
-100%
减持
VV
VANGUARD INDEX FDS
+$1.0M
47,782
-1%
减持
IVV
ISHARES TR
+$917.8K
19,487
-0%
减持
ISTB
ISHARES TR
-$863.9K
7,378
-72%
增持
DFEM
DIMENSIONAL ETF TRUST
+$823.7K
138,490
+23%
增持
BSV
VANGUARD BD INDEX FDS
+$815.9K
29,958
+51%
减持
AAPL
APPLE INC
+$790.6K
38,213
-0%
增持
REET
ISHARES TR
+$723.8K
115,006
+18%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$719.5K
13,454
增持
VTI
VANGUARD INDEX FDS
+$656.4K
9,920
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$656.1K
44,935
+4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$647.3K
35,246
+194%
增持
DFCF
DIMENSIONAL ETF TRUST
+$633.9K
45,447
+42%
减持
IEFA
ISHARES TR
+$588.4K
120,106
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$468.0K
67,509
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$396.3K
194,599
+1%
增持
AVGE
AMERICAN CENTY ETF TR
+$354.0K
12,804
+58%
减持
DFIP
DIMENSIONAL ETF TRUST
-$320.9K
8,834
-49%
建仓
—
LINDE PLC
+$314.6K
766
增持
SPY
SPDR S&P 500 ETF TR
+$314.1K
6,556
+0%
减持
DES
WISDOMTREE TR
-$311.4K
45,349
-28%
建仓
AVGO
BROADCOM INC
+$265.1K
238
增持
ITOT
ISHARES TR
+$263.0K
23,514
+0%
减持
AVIG
AMERICAN CENTY ETF TR
-$258.7K
54,248
-15%
建仓
PHM
PULTE GROUP INC
+$256.0K
2,480
建仓
BAC
BANK AMERICA CORP
+$255.2K
7,578
清仓
CMCSA
COMCAST CORP NEW
-$253.4K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$250.3K
0
-100%
建仓
TXT
TEXTRON INC
+$249.9K
3,107
减持
COST
COSTCO WHSL CORP NEW
+$249.1K
2,797
-1%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$247.2K
0
-100%
减持
DFAR
DIMENSIONAL ETF TRUST
-$245.9K
15,831
-49%
建仓
FENI
FIDELITY COVINGTON TRUST
+$243.8K
9,199
建仓
INTC
INTEL CORP
+$240.3K
4,782
建仓
PNC
PNC FINL SVCS GROUP INC
+$238.8K
1,542
建仓
VNQ
VANGUARD INDEX FDS
+$236.5K
2,676
建仓
FNDX
SCHWAB STRATEGIC TR
+$217.9K
3,518
建仓
QCOM
QUALCOMM INC
+$217.0K
1,500
建仓
—
TRANE TECHNOLOGIES PLC
+$214.9K
881
清仓
CVX
CHEVRON CORP NEW
-$214.7K
0
-100%
清仓
FDX
FEDEX CORP
-$212.7K
0
-100%
清仓
KO
COCA COLA CO
-$210.6K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$208.7K
4,358
建仓
SYY
SYSCO CORP
+$208.0K
2,844
减持
DFAS
DIMENSIONAL ETF TRUST
+$201.3K
47,729
-5%
增持
VXF
VANGUARD INDEX FDS
+$199.7K
4,142
+23%
减持
V
VISA INC
+$195.0K
6,663
-0%
增持
AGG
ISHARES TR
+$194.8K
17,306
+7%
增持
VOE
VANGUARD INDEX FDS
+$193.4K
9,798
+5%
减持
ES
EVERSOURCE ENERGY
-$190.9K
8,823
-30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$187.9K
15,115
-2%
减持
DFSV
DIMENSIONAL ETF TRUST
+$187.3K
80,365
-5%
减持
JPM
JPMORGAN CHASE & CO
+$186.4K
7,582
-0%
增持
LOW
LOWES COS INC
+$185.0K
2,857
+32%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$176.0K
18,107
+0%
增持
VBR
VANGUARD INDEX FDS
+$175.4K
7,522
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$174.0K
4,274
-37%
增持
DFLV
DIMENSIONAL ETF TRUST
+$166.8K
52,791
+4%
增持
IWB
ISHARES TR
+$145.4K
5,254
+0%
减持
AVSF
AMERICAN CENTY ETF TR
-$135.3K
21,934
-13%
增持
DUHP
DIMENSIONAL ETF TRUST
+$129.7K
20,928
+15%
增持
VB
VANGUARD INDEX FDS
+$129.4K
5,258
+0%
增持
IWM
ISHARES TR
+$129.2K
5,033
+1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$128.1K
51,425
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$126.9K
1,851
-36%
增持
AVLV
AMERICAN CENTY ETF TR
+$125.1K
23,355
+1%
增持
IJR
ISHARES TR
+$112.6K
7,813
+1%
减持
IEMG
ISHARES INC
-$96.3K
30,604
-11%
减持
AVRE
AMERICAN CENTY ETF TR
-$94.1K
24,698
-20%
减持
IJH
ISHARES TR
-$93.7K
1,956
-23%
减持
META
META PLATFORMS INC
+$93.6K
1,814
-1%
增持
WMT
WALMART INC
+$84.9K
3,368
+21%
增持
AVDV
AMERICAN CENTY ETF TR
+$82.6K
16,865
+0%
减持
PLD
PROLOGIS INC.
+$82.4K
6,700
-7%
减持
CINF
CINCINNATI FINL CORP
-$82.0K
8,185
-10%
减持
GOOGL
ALPHABET INC
+$77.8K
14,740
-3%
减持
PG
PROCTER AND GAMBLE CO
-$73.4K
4,756
-10%
减持
EFA
ISHARES TR
+$72.5K
12,751
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$69.9K
20,111
+0%
减持
MKC
MCCORMICK & CO INC
-$62.7K
8,537
-0%
减持
VXUS
VANGUARD STAR FDS
+$62.7K
14,415
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
-$62.3K
1,750
-13%
减持
JNJ
JOHNSON & JOHNSON
-$59.5K
1,756
-18%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.0K
2,388
+0%
增持
VTV
VANGUARD INDEX FDS
+$53.5K
4,398
+0%
减持
ADBE
ADOBE INC
+$52.7K
908
-5%
减持
IXUS
ISHARES TR
+$44.0K
13,837
-3%
减持
—
BIOATLA INC
+$40.3K
65,519
-8%
增持
IWD
ISHARES TR
+$37.1K
2,602
+1%
增持
VDE
VANGUARD WORLD FDS
-$36.4K
4,133
+1%
增持
IUSV
ISHARES TR
+$34.7K
3,373
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$33.8K
1,348
-9%
减持
BX
BLACKSTONE INC
-$33.2K
2,532
-26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$32.2K
12,653
+2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$30.8K
295,764
-7%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$30.0K
3,110
+0%
减持
PAYX
PAYCHEX INC
+$28.2K
9,942
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$28.2K
13,923
+0%
减持
DHR
DANAHER CORPORATION
-$27.5K
1,436
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$24.2K
21,247
-4%
减持
SDY
SPDR SER TR
+$20.6K
8,429
-6%
增持
IYE
ISHARES TR
-$19.8K
6,381
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$19.3K
4,722
-14%
减持
AMZN
AMAZON COM INC
+$18.7K
1,983
-11%
增持
NOC
NORTHROP GRUMMAN CORP
+$18.7K
656
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$16.4K
4,021
+0%
减持
MDLZ
MONDELEZ INTL INC
+$16.4K
6,117
-1%
增持
SBUX
STARBUCKS CORP
+$15.4K
3,141
+0%
减持
GOOG
ALPHABET INC
+$14.9K
6,869
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.8K
2,439
-0%
减持
ZTS
ZOETIS INC
-$9.3K
2,304
-14%
减持
XEL
XCEL ENERGY INC
+$7.8K
8,649
-6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$6.6K
3,846
-5%
减持
HCA
HCA HEALTHCARE INC
+$5.7K
916
-7%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$4.6K
231
-10%