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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 8
增持 72
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DCOR
DIMENSIONAL ETF TRUST
+$11.3M
327,338
+89%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.2M
675,484
+6%
增持
DUSB
DIMENSIONAL ETF TRUST
+$6.3M
562,502
+29%
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。
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.7M
2,125,865
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.5M
817,655
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.5M
812,484
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.2M
412,324
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$4.2M
358,129
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.9M
313,052
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.7M
883,048
+3%
增持
MSFT
MICROSOFT CORP
+$2.1M
16,801
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.6M
260,534
+13%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.5M
216,996
+15%
增持
IVV
ISHARES TR
+$1.4M
18,971
+2%
减持
VV
VANGUARD INDEX FDS
+$1.2M
44,691
-0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
378,081
-0%
增持
IEFA
ISHARES TR
+$1.0M
119,762
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$998.1K
37,196
+52%
增持
NVDA
NVIDIA CORPORATION
+$792.9K
9,193
+51%
增持
DFSD
DIMENSIONAL ETF TRUST
+$735.2K
280,649
+5%
减持
AAPL
APPLE INC
-$729.6K
40,335
-1%
增持
VTI
VANGUARD INDEX FDS
+$566.5K
12,345
+7%
增持
AMZN
AMAZON COM INC
+$505.3K
5,549
+48%
清仓
SMMD
ISHARES TR
-$493.4K
0
-100%
增持
ITOT
ISHARES TR
+$489.7K
22,792
+7%
增持
DFSV
DIMENSIONAL ETF TRUST
+$474.9K
106,324
+13%
增持
UNH
UNITEDHEALTH GROUP INC
-$468.1K
2,267
+1%
增持
AVGE
AMERICAN CENTY ETF TR
+$449.1K
28,122
+16%
增持
AVGO
BROADCOM INC
+$391.3K
3,348
+5%
增持
DFLV
DIMENSIONAL ETF TRUST
+$363.6K
61,946
+22%
增持
META
META PLATFORMS INC
+$360.3K
1,953
+4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$301.1K
63,610
+19%
减持
GOOGL
ALPHABET INC
+$282.8K
13,208
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$280.1K
52,093
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$275.0K
6,992
-2%
增持
LRCX
LAM RESEARCH CORP
+$260.6K
9,404
+4%
增持
GOOG
ALPHABET INC
+$260.5K
10,004
+3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$253.6K
108,651
+5%
建仓
AVSC
AMERICAN CENTY ETF TR
+$231.3K
4,486
减持
UPS
UNITED PARCEL SERVICE INC
-$230.5K
2,373
-44%
建仓
VBK
VANGUARD INDEX FDS
+$215.6K
779
建仓
ESGU
ISHARES TR
+$213.3K
1,577
建仓
CAT
CATERPILLAR INC
+$208.0K
536
建仓
—
LINDE PLC
+$207.3K
442
建仓
HON
HONEYWELL INTL INC
+$206.1K
885
建仓
LLY
ELI LILLY & CO
+$203.8K
261
清仓
DUK
DUKE ENERGY CORP NEW
-$201.2K
0
-100%
建仓
ACWI
ISHARES TR
+$201.0K
1,563
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$200.0K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$184.9K
16,219
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$182.2K
77,437
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$175.5K
56,473
-1%
增持
IWB
ISHARES TR
+$173.8K
5,271
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$173.3K
17,438
+1%
减持
IEMG
ISHARES INC
+$170.5K
29,992
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$163.9K
11,964
-36%
减持
CEG
CONSTELLATION ENERGY CORP
+$163.1K
1,378
-1%
增持
DES
WISDOMTREE TR
+$159.0K
46,281
+13%
增持
DIHP
DIMENSIONAL ETF TRUST
+$154.2K
59,296
+0%
增持
IXUS
ISHARES TR
+$147.8K
12,946
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$139.0K
24,218
+11%
增持
AGG
ISHARES TR
+$138.0K
22,357
+6%
增持
COST
COSTCO WHSL CORP NEW
+$133.9K
2,689
+1%
增持
QQQ
INVESCO QQQ TR
+$125.9K
1,351
+2%
增持
AVIG
AMERICAN CENTY ETF TR
+$124.7K
65,881
+4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$101.4K
14,371
-18%
减持
VXUS
VANGUARD STAR FDS
+$96.1K
15,518
-1%
减持
SDY
SPDR SERIES TRUST
-$94.6K
6,392
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$94.0K
2,691
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$92.2K
463
+7%
增持
AVRE
AMERICAN CENTY ETF TR
+$87.2K
26,838
+5%
增持
VXF
VANGUARD INDEX FDS
+$87.2K
4,203
+0%
增持
DFVX
DIMENSIONAL ETF TRUST
+$79.7K
4,788
+23%
减持
WMT
WALMART INC
+$79.4K
9,999
-2%
减持
JNJ
JOHNSON & JOHNSON
-$76.8K
1,609
-17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$74.4K
4,922
+21%
减持
IWM
ISHARES TR
+$73.4K
4,752
-0%
增持
TXT
TEXTRON INC
+$71.3K
3,688
+19%
减持
EFA
ISHARES TR
+$69.8K
11,737
-2%
增持
VUG
VANGUARD INDEX FDS
+$67.0K
657
+10%
减持
PAYX
PAYCHEX INC
-$66.6K
5,802
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$66.2K
30,050
+1%
减持
VOO
VANGUARD INDEX FDS
-$65.3K
763
-21%
增持
PG
PROCTER AND GAMBLE CO
-$65.1K
5,872
+0%
减持
VO
VANGUARD INDEX FDS
+$62.3K
3,255
-1%
减持
MCD
MCDONALDS CORP
-$54.1K
1,892
-3%
增持
IJH
ISHARES TR
+$51.7K
13,805
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$51.4K
3,123
+0%
减持
AVLV
AMERICAN CENTY ETF TR
+$45.7K
23,453
-2%
增持
V
VISA INC
+$44.3K
6,285
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$42.4K
5,786
-11%
减持
IYE
ISHARES TR
-$37.4K
5,335
-6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$37.2K
2,673
-4%
减持
REET
ISHARES TR
+$36.7K
126,454
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$35.8K
15,514
-1%
减持
SBUX
STARBUCKS CORP
-$35.4K
2,717
-6%
增持
FENI
FIDELITY COVINGTON TRUST
+$33.6K
9,194
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$32.3K
11,698
+8%
增持
VDE
VANGUARD WORLD FD
-$29.4K
2,848
+0%
减持
BX
BLACKSTONE INC
-$29.3K
2,170
-14%
增持
AVSF
AMERICAN CENTY ETF TR
+$25.9K
20,271
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$25.2K
25,027
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$23.6K
815
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.3K
5,338
+0%
增持
PLD
PROLOGIS INC.
+$22.3K
4,212
+12%
增持
AEP
AMERICAN ELEC PWR CO INC
-$19.4K
3,797
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$18.0K
3,790
+0%
增持
IWD
ISHARES TR
+$17.0K
2,635
+0%
减持
IJR
ISHARES TR
+$16.7K
7,279
-2%
增持
ADBE
ADOBE INC
+$15.4K
940
+4%
减持
DHR
DANAHER CORPORATION
-$14.2K
1,085
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$12.8K
5,269
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$12.7K
1,173
+0%
减持
KO
COCA COLA CO
-$12.1K
3,906
-3%
增持
VNQ
VANGUARD INDEX FDS
+$10.1K
2,780
+6%
增持
ES
EVERSOURCE ENERGY
+$6.9K
4,512
+0%
增持
NOC
NORTHROP GRUMMAN CORP
-$6.1K
540
+0%
减持
HCA
HCA HEALTHCARE INC
-$5.8K
676
-12%
增持
HD
HOME DEPOT INC
+$5.4K
2,559
+1%
增持
ISTB
ISHARES TR
+$4.4K
7,372
+1%
减持
IUSV
ISHARES TR
+$3.7K
3,073
-1%
减持
TFC
TRUIST FINL CORP
+$3.4K
5,183
-3%
减持
VBR
VANGUARD INDEX FDS
+$2.5K
7,797
-4%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.3K
7,775
+1%
