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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 124 项
建仓 9
增持 78
减持 37
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.5M
1,995,584
+6%
增持
AVUS
AMERICAN CENTY ETF TR
+$6.2M
587,129
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.1M
705,223
+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
DFUS
DIMENSIONAL ETF TRUST
+$3.0M
314,485
+12%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.8M
704,833
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
641,758
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.2M
321,647
+3%
增持
DCOR
DIMENSIONAL ETF TRUST
+$1.9M
62,595
+81%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.7M
265,430
+5%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.7M
183,506
+22%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$1.7M
32,506
增持
DFAE
DIMENSIONAL ETF TRUST
+$907.1K
335,093
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$890.0K
71,563
+35%
减持
AAPL
APPLE INC
+$775.7K
37,039
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$661.0K
50,980
+8%
减持
IEFA
ISHARES TR
+$556.4K
118,280
-1%
增持
REET
ISHARES TR
+$547.9K
127,316
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$509.6K
164,473
+7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$467.6K
210,262
+3%
减持
IVV
ISHARES TR
+$456.7K
18,819
-1%
减持
VV
VANGUARD INDEX FDS
+$451.4K
46,285
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$424.1K
75,063
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$387.4K
51,713
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$269.0K
84,858
+4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$260.4K
43,294
+9%
增持
NVDA
NVIDIA CORPORATION
+$230.8K
4,994
+64%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$226.5K
2,208
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$226.5K
14,432
+0%
建仓
AIZ
ASSURANT INC
+$220.7K
1,110
建仓
LMT
LOCKHEED MARTIN CORP
+$219.3K
375
建仓
MO
ALTRIA GROUP INC
+$217.0K
4,251
增持
GOOGL
ALPHABET INC
-$216.8K
13,556
+0%
建仓
NSC
NORFOLK SOUTHN CORP
+$214.2K
862
建仓
GS
GOLDMAN SACHS GROUP INC
+$213.4K
431
建仓
DTE
DTE ENERGY CO
+$208.1K
1,620
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$206.9K
3,918
增持
AVGO
BROADCOM INC
+$200.9K
3,375
+1318%
增持
SPY
SPDR S&P 500 ETF TR
+$200.8K
6,766
+0%
减持
AMZN
AMAZON COM INC
-$190.2K
2,680
-25%
增持
VTI
VANGUARD INDEX FDS
+$190.0K
10,332
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$181.4K
2,393
+0%
减持
VDE
VANGUARD WORLD FD
-$180.6K
2,841
-31%
增持
BSV
VANGUARD BD INDEX FDS
+$179.7K
24,257
+8%
增持
AVGE
AMERICAN CENTY ETF TR
+$161.8K
22,543
+4%
增持
META
META PLATFORMS INC
+$159.3K
1,876
+3%
增持
DES
WISDOMTREE TR
+$156.1K
45,675
+0%
增持
ITOT
ISHARES TR
+$154.4K
22,384
+0%
增持
VBR
VANGUARD INDEX FDS
+$148.5K
7,815
+0%
增持
LOW
LOWES COS INC
+$145.2K
2,867
+0%
增持
CTAS
CINTAS CORP
+$143.6K
4,659
+300%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$139.2K
29,329
+1%
减持
VOE
VANGUARD INDEX FDS
+$138.5K
9,155
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$135.6K
16,593
+1%
增持
WMT
WALMART INC
+$132.4K
10,129
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$128.3K
18,649
+0%
增持
SMMD
ISHARES TR
+$122.9K
4,834
+48%
增持
DIHP
DIMENSIONAL ETF TRUST
+$120.9K
59,101
+3%
减持
AVRE
AMERICAN CENTY ETF TR
+$118.3K
24,125
-2%
增持
GOOG
ALPHABET INC
-$117.7K
7,272
+0%
增持
AVIG
AMERICAN CENTY ETF TR
+$109.3K
62,381
+0%
减持
IEMG
ISHARES INC
+$108.6K
30,273
-1%
减持
MA
MASTERCARD INCORPORATED
+$106.8K
2,849
-3%
增持
AVDV
AMERICAN CENTY ETF TR
+$103.4K
17,051
+1%
减持
VB
VANGUARD INDEX FDS
+$102.3K
5,376
-0%
减持
MCD
MCDONALDS CORP
+$91.4K
1,943
-1%
增持
IWB
ISHARES TR
+$89.6K
5,263
+0%
增持
AGG
ISHARES TR
+$88.7K
19,129
+0%
减持
BAC
BANK AMERICA CORP
-$88.5K
8,277
-21%
减持
CEG
CONSTELLATION ENERGY CORP
+$87.3K
1,507
-1%
减持
PLD
PROLOGIS INC.
+$82.1K
6,020
-0%
增持
IJR
ISHARES TR
+$80.6K
7,785
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$80.3K
1,192
+0%
增持
AVLV
AMERICAN CENTY ETF TR
+$76.8K
23,631
+0%
增持
MSFT
MICROSOFT CORP
-$74.4K
15,164
+3%
减持
MKC
MCCORMICK & CO INC
+$71.9K
8,079
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$71.2K
5,255
-29%
减持
PAYX
PAYCHEX INC
+$69.0K
7,450
-5%
增持
VXUS
VANGUARD STAR FDS
+$67.5K
14,584
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$66.2K
18,328
+0%
减持
ES
EVERSOURCE ENERGY
+$59.7K
6,519
-4%
增持
ZTS
ZOETIS INC
+$57.5K
2,606
+0%
增持
VXF
VANGUARD INDEX FDS
+$57.0K
4,163
+0%
减持
XEL
XCEL ENERGY INC
+$56.4K
6,543
-6%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$56.4K
20,267
+0%
增持
PG
PROCTER AND GAMBLE CO
+$55.4K
6,470
+0%
减持
IWM
ISHARES TR
+$55.0K
4,765
-3%
增持
MDLZ
MONDELEZ INTL INC
+$54.0K
6,541
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$52.2K
4,500
-15%
增持
PNC
PNC FINL SVCS GROUP INC
+$49.2K
1,563
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$48.7K
5,823
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$47.2K
21,676
+0%
增持
DHR
DANAHER CORPORATION
+$45.9K
1,515
+1%
减持
IYE
ISHARES TR
-$45.5K
5,653
-12%
增持
QCOM
QUALCOMM INC
-$44.3K
1,527
+0%
增持
IWD
ISHARES TR
+$41.2K
2,619
+0%
减持
IJH
ISHARES TR
+$38.2K
11,854
-1%
减持
SBUX
STARBUCKS CORP
+$37.6K
2,882
-8%
减持
V
VISA INC
+$36.9K
6,241
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$36.0K
1,524
+1%
减持
VTV
VANGUARD INDEX FDS
+$35.5K
2,694
-1%
减持
VNQ
VANGUARD INDEX FDS
+$33.0K
2,597
-1%
增持
ABBV
ABBVIE INC
+$30.6K
1,169
+0%
增持
JNJ
JOHNSON & JOHNSON
+$27.1K
1,674
+0%
减持
DISV
DIMENSIONAL ETF TRUST
+$26.9K
13,497
-1%
增持
TFC
TRUIST FINL CORP
+$26.7K
5,333
+3%
增持
QQQ
INVESCO QQQ TR
+$25.7K
1,321
+2%
减持
NOC
NORTHROP GRUMMAN CORP
+$25.2K
590
-10%
增持
SYY
SYSCO CORP
+$21.3K
3,072
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$19.2K
3,565
+1%
增持
FENI
FIDELITY COVINGTON TRUST
+$18.3K
9,088
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$15.2K
4,030
+0%
减持
AVSF
AMERICAN CENTY ETF TR
+$15.1K
19,227
-0%
增持
DFIP
DIMENSIONAL ETF TRUST
+$13.4K
7,787
+1%
减持
DFLV
DIMENSIONAL ETF TRUST
+$10.8K
50,307
-6%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$8.9K
3,117
+0%
增持
TXT
TEXTRON INC
+$8.5K
3,109
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$8.3K
1,959
+10%
减持
VOO
VANGUARD INDEX FDS
-$8.2K
515
-8%
减持
ISTB
ISHARES TR
+$7.1K
6,983
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$6.7K
7,138
-5%
增持
VUG
VANGUARD INDEX FDS
+$6.3K
596
+0%
减持
IUSV
ISHARES TR
-$4.4K
3,090
-9%
减持
IXUS
ISHARES TR
-$2.7K
13,214
-7%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.4K
5,273
+0%
