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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 114 项
建仓 4
增持 68
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.9M
1,888,886
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.3M
550,920
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
280,747
+10%
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
AVEM
AMERICAN CENTY ETF TR
+$1.8M
252,806
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
672,076
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.6M
638,701
+13%
减持
AAPL
APPLE INC
+$1.1M
37,291
-6%
增持
DCOR
DIMENSIONAL ETF TRUST
+$957.2K
34,540
+84%
增持
DFSD
DIMENSIONAL ETF TRUST
+$845.9K
150,323
+14%
增持
DFAE
DIMENSIONAL ETF TRUST
+$799.8K
319,977
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$716.5K
311,435
+6%
增持
MSFT
MICROSOFT CORP
+$492.7K
14,766
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$477.1K
604,840
+5%
增持
IVV
ISHARES TR
+$464.8K
19,002
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$393.7K
154,147
+5%
减持
VV
VANGUARD INDEX FDS
+$381.3K
47,011
-1%
减持
GOOGL
ALPHABET INC
+$315.9K
13,534
-5%
减持
COST
COSTCO WHSL CORP NEW
+$305.6K
2,723
-1%
增持
PG
PROCTER AND GAMBLE CO
+$298.1K
6,459
+37%
增持
GOOG
ALPHABET INC
+$287.7K
7,270
+6%
增持
AVIG
AMERICAN CENTY ETF TR
+$285.5K
62,348
+14%
增持
AGG
ISHARES TR
+$274.8K
19,042
+19%
清仓
INTC
INTEL CORP
-$211.2K
0
-100%
清仓
AIZ
ASSURANT INC
-$208.9K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$208.5K
0
-100%
建仓
SMMD
ISHARES TR
+$204.5K
3,267
建仓
ABBV
ABBVIE INC
+$200.2K
1,167
减持
AVUV
AMERICAN CENTY ETF TR
-$198.8K
47,153
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$194.5K
22,543
-10%
增持
BAC
BANK AMERICA CORP
+$184.2K
10,484
+71%
增持
DFAX
DIMENSIONAL ETF TRUST
+$175.8K
205,018
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$174.4K
7,373
-38%
增持
AVGE
AMERICAN CENTY ETF TR
+$155.8K
21,689
+12%
减持
PLD
PROLOGIS INC.
-$155.3K
6,038
-6%
增持
VTI
VANGUARD INDEX FDS
+$150.1K
10,227
+3%
增持
AMZN
AMAZON COM INC
+$147.8K
3,568
+19%
减持
ES
EVERSOURCE ENERGY
-$143.5K
6,769
-23%
增持
REET
ISHARES TR
+$140.8K
122,586
+7%
减持
MA
MASTERCARD INCORPORATED
-$140.8K
2,947
-2%
减持
PAYX
PAYCHEX INC
-$140.4K
7,850
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$130.2K
14,418
-5%
减持
VOT
VANGUARD INDEX FDS
-$130.0K
3,571
-11%
增持
IEFA
ISHARES TR
-$128.2K
119,430
+1%
减持
V
VISA INC
-$126.9K
6,397
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$119.7K
18,620
-8%
减持
VTV
VANGUARD INDEX FDS
-$105.9K
2,711
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$102.8K
2,439
-6%
增持
DFSV
DIMENSIONAL ETF TRUST
-$102.4K
81,466
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$101.5K
5,389
+45%
增持
LOW
LOWES COS INC
-$97.3K
2,864
+0%
减持
AVSF
AMERICAN CENTY ETF TR
-$93.2K
19,302
-9%
减持
CINF
CINCINNATI FINL CORP
-$92.8K
6,600
-6%
增持
IJH
ISHARES TR
+$82.2K
11,970
+18%
减持
VOE
VANGUARD INDEX FDS
-$79.3K
9,284
-2%
减持
AVRE
AMERICAN CENTY ETF TR
-$77.7K
24,720
-5%
增持
WMT
WALMART INC
+$77.1K
10,124
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
-$76.1K
49,379
+1%
减持
IWM
ISHARES TR
-$71.1K
4,916
-3%
增持
QCOM
QUALCOMM INC
+$71.1K
1,526
+11%
增持
VOO
VANGUARD INDEX FDS
+$65.7K
560
+26%
增持
DES
WISDOMTREE TR
-$65.2K
45,561
+0%
增持
NVDA
NVIDIA CORPORATION
+$64.5K
3,041
+784%
增持
ZTS
ZOETIS INC
+$61.7K
2,605
+13%
增持
DFGR
DIMENSIONAL ETF TRUST
+$56.3K
39,578
+8%
增持
DFLV
DIMENSIONAL ETF TRUST
-$54.9K
53,239
+0%
减持
NNN
NNN REIT INC
-$54.7K
9,904
-11%
增持
DFCF
DIMENSIONAL ETF TRUST
+$51.6K
52,980
+3%
增持
VB
VANGUARD INDEX FDS
-$51.5K
5,379
+0%
减持
IEMG
ISHARES INC
+$51.3K
30,439
-0%
减持
ITOT
ISHARES TR
+$51.3K
22,374
-1%
减持
XEL
XCEL ENERGY INC
-$51.3K
6,943
-12%
增持
IWB
ISHARES TR
+$50.7K
5,260
+0%
增持
APH
AMPHENOL CORP NEW
+$50.6K
5,220
+100%
增持
JPM
JPMORGAN CHASE & CO.
+$50.5K
7,475
+2%
减持
DFIP
DIMENSIONAL ETF TRUST
-$48.6K
7,735
-12%
减持
IJR
ISHARES TR
-$46.7K
7,781
-2%
建仓
EHTH
EHEALTH INC
+$45.3K
10,000
减持
AJG
GALLAGHER ARTHUR J & CO
-$44.7K
1,515
-13%
减持
SBUX
STARBUCKS CORP
-$44.2K
3,126
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$43.4K
6,764
-3%
减持
SDY
SPDR SER TR
-$39.2K
8,390
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$38.6K
5,271
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.8K
2,392
+0%
减持
QQQ
INVESCO QQQ TR
+$34.6K
1,292
-2%
减持
JNJ
JOHNSON & JOHNSON
-$33.9K
1,671
-5%
增持
MKC
MCCORMICK & CO INC
-$31.8K
8,359
+3%
建仓
ZDGE
ZEDGE INC
+$30.5K
10,000
增持
DUHP
DIMENSIONAL ETF TRUST
+$28.2K
21,612
+3%
增持
NOC
NORTHROP GRUMMAN CORP
-$27.6K
657
+0%
增持
AVLV
AMERICAN CENTY ETF TR
-$27.2K
23,533
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$27.1K
1,521
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$20.3K
16,430
-1%
增持
DHR
DANAHER CORPORATION
+$16.6K
1,502
+5%
增持
VBR
VANGUARD INDEX FDS
+$15.2K
7,784
+6%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$13.3K
201
-9%
增持
SYY
SYSCO CORP
-$13.0K
3,061
+7%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$12.7K
4,027
+0%
增持
EFA
ISHARES TR
-$12.2K
12,813
+1%
增持
IWD
ISHARES TR
-$11.3K
2,612
+0%
增持
AVDV
AMERICAN CENTY ETF TR
-$9.2K
16,960
+1%
减持
IXUS
ISHARES TR
-$8.6K
14,245
-0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$8.5K
20,213
+0%
增持
IYE
ISHARES TR
-$8.4K
6,405
+0%
减持
FENI
FIDELITY COVINGTON TRUST
-$6.9K
9,064
-2%
增持
IUSV
ISHARES TR
-$6.8K
3,397
+0%
增持
VXUS
VANGUARD STAR FDS
+$5.1K
14,539
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$3.9K
3,380
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.4K
72,328
+5%
增持
DFAR
DIMENSIONAL ETF TRUST
-$3.3K
18,267
+0%
增持
DISV
DIMENSIONAL ETF TRUST
-$3.0K
13,580
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
-$2.0K
57,605
+2%
增持
ISTB
ISHARES TR
+$1.5K
7,027
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4K
28,990
+1%
增持
MDLZ
MONDELEZ INTL INC
+$77
6,538
+7%
