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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 119 项
建仓 2
增持 73
减持 37
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DUSB
DIMENSIONAL ETF TRUST
+$7.5M
180,921
+457%
增持
DCOR
DIMENSIONAL ETF TRUST
+$4.4M
130,293
+108%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.0M
617,269
+5%
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
+$3.7M
365,039
+16%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.2M
254,633
+39%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.0M
2,064,247
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.7M
731,964
+4%
增持
AAPL
APPLE INC
+$1.3M
39,770
+7%
增持
IEFA
ISHARES TR
-$916.3K
118,319
+0%
增持
AVDE
AMERICAN CENTY ETF TR
-$795.0K
338,357
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$794.4K
798,584
+13%
清仓
—
LAM RESEARCH CORP
-$734.3K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$701.9K
91,900
+28%
建仓
LRCX
LAM RESEARCH CORP
+$657.5K
9,102
增持
MSFT
MICROSOFT CORP
+$502.6K
16,673
+10%
增持
GOOG
ALPHABET INC
+$473.9K
8,873
+22%
增持
VTI
VANGUARD INDEX FDS
+$462.2K
11,690
+13%
增持
DFAX
DIMENSIONAL ETF TRUST
-$412.9K
211,838
+1%
增持
AVEM
AMERICAN CENTY ETF TR
-$408.2K
284,717
+7%
减持
PLD
PROLOGIS INC.
-$362.7K
3,761
-38%
增持
DFAI
DIMENSIONAL ETF TRUST
+$334.3K
709,912
+11%
增持
REET
ISHARES TR
-$306.3K
128,985
+1%
减持
GOOGL
ALPHABET INC
+$303.0K
13,478
-1%
增持
AMZN
AMAZON COM INC
+$302.3K
3,654
+36%
清仓
KMB
KIMBERLY-CLARK CORP
-$263.4K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$261.0K
55,548
+7%
清仓
QCOM
QUALCOMM INC
-$259.6K
0
-100%
减持
SDY
SPDR SER TR
-$255.0K
7,091
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$248.4K
2,275
-5%
增持
—
ACCENTURE PLC IRELAND
+$229.5K
1,632
+67%
增持
DFAW
DIMENSIONAL ETF TRUST
+$226.6K
9,545
+64%
清仓
LMT
LOCKHEED MARTIN CORP
-$219.3K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$214.1K
3,780
+93%
建仓
ESGU
ISHARES TR
+$208.4K
1,618
清仓
DTE
DTE ENERGY CO
-$208.1K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$206.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$206.9K
7,142
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$205.8K
1,021
-14%
减持
AGG
ISHARES TR
-$202.0K
17,907
-6%
减持
AJG
GALLAGHER ARTHUR J & CO
-$194.9K
824
-46%
减持
AVGO
BROADCOM INC
+$177.1K
3,275
-3%
减持
IVV
ISHARES TR
+$174.0K
18,736
-0%
减持
PAYX
PAYCHEX INC
-$172.3K
5,902
-21%
增持
DFAE
DIMENSIONAL ETF TRUST
-$172.2K
355,251
+6%
减持
DES
WISDOMTREE TR
-$169.1K
40,938
-10%
减持
DHR
DANAHER CORPORATION
-$165.4K
1,115
-26%
减持
IEMG
ISHARES INC
-$161.6K
30,188
-0%
减持
NNN
NNN REIT INC
-$161.1K
7,814
-21%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$149.1K
2,773
-18%
减持
VXUS
VANGUARD STAR FDS
-$147.8K
13,514
-7%
增持
DIHP
DIMENSIONAL ETF TRUST
-$144.6K
59,156
+0%
减持
ZTS
ZOETIS INC
-$144.5K
2,238
-14%
减持
AVRE
AMERICAN CENTY ETF TR
-$144.4K
23,684
-2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$137.9K
47,021
-7%
增持
AVUV
AMERICAN CENTY ETF TR
+$136.8K
52,091
+2%
减持
EFA
ISHARES TR
-$135.1K
12,386
-3%
减持
ES
EVERSOURCE ENERGY
-$126.8K
5,516
-15%
减持
CTAS
CINTAS CORP
-$125.4K
4,564
-2%
减持
HCA
HCA HEALTHCARE INC
-$122.1K
766
-12%
增持
DFAT
DIMENSIONAL ETF TRUST
+$122.0K
77,214
+3%
增持
IJH
ISHARES TR
+$119.4K
13,773
+16%
清仓
—
BIOATLA INC
-$115.3K
0
-100%
增持
WMT
WALMART INC
+$106.5K
10,232
+1%
减持
VV
VANGUARD INDEX FDS
-$93.2K
44,839
-3%
减持
HD
HOME DEPOT INC
-$89.9K
2,545
-5%
增持
IXUS
ISHARES TR
-$85.2K
13,223
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$82.1K
87,581
+3%
增持
AVDV
AMERICAN CENTY ETF TR
-$81.6K
17,263
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$79.4K
1,397
-7%
增持
NVDA
NVIDIA CORPORATION
+$74.9K
5,074
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$73.9K
6,497
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$59.0K
539
-9%
减持
EW
EDWARDS LIFESCIENCES CORP
-$55.3K
3,462
-27%
减持
IJR
ISHARES TR
-$53.7K
7,437
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$52.9K
17,357
+5%
增持
SMMD
ISHARES TR
+$52.7K
5,590
+16%
减持
XEL
XCEL ENERGY INC
-$49.7K
5,592
-15%
增持
VOE
VANGUARD INDEX FDS
-$49.4K
9,184
+0%
减持
ITOT
ISHARES TR
+$45.8K
22,218
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$43.9K
5,144
+14%
增持
AVIG
AMERICAN CENTY ETF TR
-$42.8K
64,308
+3%
增持
IWB
ISHARES TR
+$41.8K
5,266
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$38.9K
30,116
+3%
增持
TXT
TEXTRON INC
-$37.5K
3,110
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.4K
2,559
+5%
增持
VXF
VANGUARD INDEX FDS
+$37.2K
4,184
+1%
增持
PG
PROCTER AND GAMBLE CO
-$35.8K
6,471
+0%
减持
COST
COSTCO WHSL CORP NEW
+$35.2K
2,673
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
-$35.0K
18,691
+2%
增持
VOO
VANGUARD INDEX FDS
+$33.9K
567
+10%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$30.4K
18,676
+0%
增持
AVLV
AMERICAN CENTY ETF TR
+$29.3K
23,737
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$27.7K
11,971
+236%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.1K
14,458
+0%
减持
VBR
VANGUARD INDEX FDS
-$27.0K
7,782
-0%
减持
BAC
BANK AMERICA CORP
+$26.6K
8,077
-2%
增持
FENI
FIDELITY COVINGTON TRUST
-$24.3K
9,114
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$21.3K
3,119
+0%
增持
VNQ
VANGUARD INDEX FDS
-$18.3K
2,635
+1%
增持
ABBV
ABBVIE INC
-$17.8K
1,199
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$17.3K
5,317
+1%
增持
AVSF
AMERICAN CENTY ETF TR
+$16.7K
20,003
+4%
增持
SBUX
STARBUCKS CORP
-$16.4K
2,899
+1%
增持
DFIP
DIMENSIONAL ETF TRUST
-$13.8K
7,790
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$13.8K
49,460
+14%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$13.1K
20,088
-1%
增持
VTV
VANGUARD INDEX FDS
-$13.0K
2,701
+0%
增持
JNJ
JOHNSON & JOHNSON
+$12.1K
1,959
+17%
增持
IWD
ISHARES TR
-$11.1K
2,625
+0%
减持
ISTB
ISHARES TR
-$8.5K
6,939
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$8.0K
24,806
+2%
增持
IUSV
ISHARES TR
-$7.8K
3,102
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
-$7.6K
176,492
+7%
增持
AVGE
AMERICAN CENTY ETF TR
+$6.9K
23,106
+2%
增持
SYY
SYSCO CORP
-$4.2K
3,081
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
-$3.9K
21,740
+0%
增持
VDE
VANGUARD WORLD FD
-$3.2K
2,842
+0%
增持
IWM
ISHARES TR
+$1.3K
4,769
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$774
4,033
+0%
