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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 127 项
建仓 4
增持 46
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$5.8M
2,125,703
-0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$4.9M
372,394
+14%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.6M
430,716
+4%
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
DFAU
DIMENSIONAL ETF TRUST
+$2.8M
813,543
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.7M
853,261
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.5M
912,047
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
314,435
+0%
减持
VV
VANGUARD INDEX FDS
-$2.0M
34,898
-22%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
317,094
+13%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.7M
190,132
-27%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.6M
398,056
+5%
减持
DUSB
DIMENSIONAL ETF TRUST
-$1.4M
534,143
-5%
减持
AAPL
APPLE INC
+$1.3M
37,484
-7%
减持
AVUS
AMERICAN CENTY ETF TR
+$1.2M
637,933
-6%
建仓
IDYN
BLACKROCK ETF TRUST
+$1.0M
12,466
清仓
IXUS
ISHARES TR
-$1.0M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$919.8K
9,462
-35%
增持
GOOGL
ALPHABET INC
+$888.5K
13,229
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$831.6K
126,828
+17%
增持
DFEM
DIMENSIONAL ETF TRUST
+$730.3K
223,598
+3%
减持
AVUV
AMERICAN CENTY ETF TR
-$585.9K
41,794
-20%
清仓
VTV
VANGUARD INDEX FDS
-$478.7K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
+$470.6K
341,897
-5%
减持
GOOG
ALPHABET INC
+$470.3K
9,217
-8%
增持
IEFA
ISHARES TR
+$466.4K
119,850
+0%
增持
AGG
ISHARES TR
+$427.2K
26,384
+18%
减持
WMT
WALMART INC
-$379.9K
5,800
-42%
建仓
IUSB
ISHARES TR
+$359.5K
7,696
减持
DFLV
DIMENSIONAL ETF TRUST
-$359.2K
47,487
-23%
建仓
MKC/V
MCCORMICK & CO INC
+$358.7K
5,376
增持
LRCX
LAM RESEARCH CORP
+$347.6K
9,432
+0%
清仓
DFVX
DIMENSIONAL ETF TRUST
-$330.0K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
+$316.6K
77,222
-0%
建仓
GLW
CORNING INC
+$310.8K
3,789
减持
SPY
SPDR S&P 500 ETF TR
+$244.5K
5,733
-1%
减持
DFSV
DIMENSIONAL ETF TRUST
-$243.6K
90,626
-15%
清仓
IYE
ISHARES TR
-$241.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$239.6K
0
-100%
减持
ITOT
ISHARES TR
+$229.8K
22,710
-0%
清仓
TFC
TRUIST FINL CORP
-$222.8K
0
-100%
减持
IVV
ISHARES TR
-$221.1K
17,269
-9%
清仓
NSC
NORFOLK SOUTHN CORP
-$220.7K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
+$216.5K
55,717
-1%
清仓
VBK
VANGUARD INDEX FDS
-$215.6K
0
-100%
清仓
CAT
CATERPILLAR INC
-$208.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$207.8K
4,736
-19%
清仓
—
LINDE PLC
-$207.3K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$206.1K
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$205.1K
17,370
-28%
增持
AVGO
BROADCOM INC
+$204.0K
3,416
+2%
减持
COST
COSTCO WHSL CORP NEW
-$203.5K
2,656
-1%
减持
IWM
ISHARES TR
-$175.1K
3,514
-26%
减持
JPM
JPMORGAN CHASE & CO.
+$157.1K
6,924
-1%
增持
AVIG
AMERICAN CENTY ETF TR
+$154.9K
68,842
+4%
增持
QQQ
INVESCO QQQ TR
+$154.1K
1,498
+11%
减持
CEG
CONSTELLATION ENERGY CORP
-$153.2K
886
-36%
减持
TROW
PRICE T ROWE GROUP INC
-$150.1K
2,101
-45%
减持
VTI
VANGUARD INDEX FDS
+$143.8K
11,872
-4%
增持
IWB
ISHARES TR
+$137.5K
5,273
+0%
减持
MDLZ
MONDELEZ INTL INC
-$137.4K
4,862
-26%
减持
V
VISA INC
-$131.7K
6,151
-2%
减持
ADBE
ADOBE INC
-$110.4K
718
-24%
增持
HD
HOME DEPOT INC
+$104.4K
2,573
+1%
增持
AVLV
AMERICAN CENTY ETF TR
+$99.2K
23,511
+0%
减持
AVGE
AMERICAN CENTY ETF TR
+$94.9K
27,260
-3%
增持
DES
WISDOMTREE TR
+$92.7K
46,395
+0%
增持
AVRE
AMERICAN CENTY ETF TR
+$92.1K
28,716
+7%
减持
MKC
MCCORMICK & CO INC
-$89.8K
8,379
-2%
减持
CTAS
CINTAS CORP
-$86.9K
4,532
-1%
减持
META
META PLATFORMS INC
-$84.3K
1,848
-5%
减持
DFAW
DIMENSIONAL ETF TRUST
+$74.1K
35,753
-4%
减持
IEMG
ISHARES INC
+$73.7K
28,431
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$69.7K
2,250
-1%
减持
AMZN
AMAZON COM INC
-$69.1K
5,230
-6%
减持
VOE
VANGUARD INDEX FDS
-$60.6K
8,333
-10%
增持
NOC
NORTHROP GRUMMAN CORP
+$59.4K
541
+0%
增持
ABBV
ABBVIE INC
+$55.4K
1,176
+1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$55.0K
59,339
+0%
减持
VB
VANGUARD INDEX FDS
-$54.4K
4,803
-11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$53.3K
14,739
-9%
增持
BX
BLACKSTONE INC
+$53.0K
2,210
+2%
增持
IJH
ISHARES TR
+$49.2K
13,874
+0%
减持
DFAR
DIMENSIONAL ETF TRUST
-$48.6K
9,732
-19%
增持
VOT
VANGUARD INDEX FDS
+$48.6K
3,622
+1%
减持
SBUX
STARBUCKS CORP
-$47.0K
2,387
-12%
减持
VXUS
VANGUARD STAR FDS
+$45.5K
15,214
-2%
清仓
EHTH
EHEALTH INC
-$43.5K
0
-100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$43.3K
14,394
+0%
减持
VO
VANGUARD INDEX FDS
+$43.2K
3,248
-0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$42.7K
64,055
+1%
清仓
ZDGE
ZEDGE INC
-$40.1K
0
-100%
减持
IJR
ISHARES TR
+$37.7K
7,012
-4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$35.5K
3,125
+0%
增持
ES
EVERSOURCE ENERGY
+$34.0K
4,513
+0%
减持
SDY
SPDR SERIES TRUST
-$33.1K
5,959
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$32.4K
4,274
-20%
减持
KO
COCA COLA CO
-$29.2K
3,726
-5%
减持
JNJ
JOHNSON & JOHNSON
+$26.0K
1,466
-9%
增持
AVSC
AMERICAN CENTY ETF TR
+$25.9K
4,494
+0%
增持
IWD
ISHARES TR
+$25.8K
2,641
+0%
减持
NVDA
NVIDIA CORPORATION
+$24.8K
7,917
-14%
减持
MSFT
MICROSOFT CORP
-$23.7K
16,089
-4%
减持
VOO
VANGUARD INDEX FDS
+$23.1K
745
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$22.7K
25,248
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$21.9K
11,747
+0%
增持
MA
MASTERCARD INCORPORATED
+$21.9K
2,853
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$21.4K
29,879
-1%
增持
VDE
VANGUARD WORLD FD
+$19.9K
2,853
+0%
增持
FENI
FIDELITY COVINGTON TRUST
+$19.3K
9,215
+0%
减持
VXF
VANGUARD INDEX FDS
+$17.6K
3,953
-6%
增持
IUSV
ISHARES TR
+$17.4K
3,083
+0%
增持
ESGU
ISHARES TR
+$16.8K
1,581
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.6K
4,926
+0%
减持
BAC
BANK AMERICA CORP
-$13.8K
7,141
-12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$12.4K
15,543
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$11.2K
3,403
-10%
增持
VNQ
VANGUARD INDEX FDS
+$8.5K
2,802
+1%
减持
VBR
VANGUARD INDEX FDS
+$8.4K
7,325
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.0K
2,616
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.7K
5,144
-2%
减持
AVSF
AMERICAN CENTY ETF TR
-$7.3K
20,038
-1%
增持
DFIP
DIMENSIONAL ETF TRUST
+$6.0K
7,841
+1%
减持
LOW
LOWES COS INC
-$3.3K
2,518
-12%
增持
LLY
ELI LILLY & CO
-$3.3K
263
+1%
减持
EFA
ISHARES TR
-$1.5K
11,221
-4%
减持
REET
ISHARES TR
-$1.3K
122,147
-3%
减持
ISTB
ISHARES TR
-$561
7,331
-1%
