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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 137 项
建仓 15
增持 76
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$5.1M
425,472
+34%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.1M
2,173,247
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.3M
900,258
+6%
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
DFCF
DIMENSIONAL ETF TRUST
+$3.0M
197,721
+56%
增持
DCOR
DIMENSIONAL ETF TRUST
+$3.0M
404,292
+9%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.5M
940,566
+3%
减持
VV
VANGUARD INDEX FDS
-$2.3M
26,846
-23%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.2M
842,788
+4%
增持
AAPL
APPLE INC
+$1.5M
40,473
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.3M
438,278
+2%
减持
DFSV
DIMENSIONAL ETF TRUST
-$1.1M
54,479
-40%
建仓
IXUS
ISHARES TR
+$1.0M
12,392
清仓
IDYN
BLACKROCK ETF TRUST
-$1.0M
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$847.0K
317,635
+1%
减持
AVUS
AMERICAN CENTY ETF TR
+$832.0K
627,798
-2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$815.5K
241,423
+8%
增持
DFAE
DIMENSIONAL ETF TRUST
+$689.3K
406,509
+2%
增持
DFAW
DIMENSIONAL ETF TRUST
+$596.2K
42,787
+20%
减持
MSFT
MICROSOFT CORP
-$590.4K
16,010
-0%
减持
GOOGL
ALPHABET INC
+$510.0K
11,905
-10%
增持
VTI
VANGUARD INDEX FDS
+$507.0K
13,133
+11%
建仓
MTB
M & T BK CORP
+$451.7K
2,242
建仓
VGT
VANGUARD WORLD FD
+$428.2K
568
减持
DES
WISDOMTREE TR
-$402.7K
34,675
-25%
增持
SPY
SPDR S&P 500 ETF TR
+$398.6K
6,185
+8%
减持
HD
HOME DEPOT INC
-$386.4K
1,907
-26%
建仓
—
JOHNSON CTLS INTL PLC
+$375.5K
3,136
增持
AMZN
AMAZON COM INC
+$365.6K
6,559
+25%
减持
IVV
ISHARES TR
-$363.2K
16,345
-5%
增持
LRCX
LAM RESEARCH CORP
+$352.1K
9,435
+0%
减持
AVDE
AMERICAN CENTY ETF TR
+$340.4K
331,828
-3%
建仓
MGK
VANGUARD WORLD FD
+$336.4K
815
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$335.0K
1,749
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$322.2K
1,088
增持
VOO
VANGUARD INDEX FDS
+$322.0K
1,241
+67%
建仓
CAT
CATERPILLAR INC
+$290.5K
507
减持
GOOG
ALPHABET INC
+$286.0K
8,065
-12%
清仓
MO
ALTRIA GROUP INC
-$280.8K
0
-100%
建仓
IWF
ISHARES TR
+$266.3K
563
减持
AVLV
AMERICAN CENTY ETF TR
-$259.4K
18,999
-19%
减持
REET
ISHARES TR
-$258.3K
114,781
-6%
减持
ATO
ATMOS ENERGY CORP
-$238.3K
1,455
-48%
增持
AGG
ISHARES TR
+$237.0K
28,855
+9%
建仓
TSLA
TESLA INC
+$235.8K
524
建仓
MTUM
ISHARES TR
+$235.1K
939
建仓
VBK
VANGUARD INDEX FDS
+$233.3K
772
建仓
FDIG
FIDELITY COVINGTON TRUST
+$232.7K
6,040
清仓
ESGU
ISHARES TR
-$230.2K
0
-100%
建仓
TJX
TJX COS INC NEW
+$218.0K
1,419
增持
AVIG
AMERICAN CENTY ETF TR
+$215.2K
74,233
+8%
建仓
MGV
VANGUARD WORLD FD
+$204.4K
1,448
减持
DFAX
DIMENSIONAL ETF TRUST
+$194.3K
188,224
-1%
减持
IEFA
ISHARES TR
+$187.7K
119,068
-1%
增持
DUSB
DIMENSIONAL ETF TRUST
+$184.2K
539,150
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$181.1K
7,624
+55%
增持
NVDA
NVIDIA CORPORATION
+$161.5K
8,786
+11%
增持
COST
COSTCO WHSL CORP NEW
-$161.2K
2,664
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$160.2K
13,748
-12%
减持
AVGO
BROADCOM INC
-$157.3K
2,802
-18%
增持
VBR
VANGUARD INDEX FDS
+$154.6K
7,949
+9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$153.4K
15,486
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$151.8K
56,928
+2%
增持
QQQ
INVESCO QQQ TR
+$141.2K
1,694
+13%
增持
MCD
MCDONALDS CORP
+$131.7K
2,312
+22%
增持
VOE
VANGUARD INDEX FDS
+$129.3K
8,931
+7%
减持
ZTS
ZOETIS INC
-$111.2K
1,719
-23%
增持
DIHP
DIMENSIONAL ETF TRUST
+$110.7K
60,454
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$110.3K
23,881
-5%
增持
AVGE
AMERICAN CENTY ETF TR
+$105.5K
27,695
+2%
减持
NNN
NNN REIT INC
-$105.0K
5,744
-26%
增持
WMT
WALMART INC
+$98.9K
6,253
+8%
减持
MDLZ
MONDELEZ INTL INC
-$89.4K
3,981
-18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$88.0K
28,956
-3%
减持
IWD
ISHARES TR
-$85.7K
2,148
-19%
减持
AVDV
AMERICAN CENTY ETF TR
+$81.2K
17,386
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$80.4K
19,365
+11%
增持
VUG
VANGUARD INDEX FDS
+$75.9K
802
+22%
减持
MA
MASTERCARD INCORPORATED
-$74.5K
2,713
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$69.8K
6,995
+1%
减持
BX
BLACKSTONE INC
-$63.7K
2,037
-8%
增持
IEMG
ISHARES INC
+$62.7K
28,813
+1%
增持
CTAS
CINTAS CORP
-$62.1K
4,616
+2%
增持
VXF
VANGUARD INDEX FDS
+$58.4K
4,237
+7%
增持
VXUS
VANGUARD STAR FDS
+$56.6K
15,565
+2%
增持
JNJ
JOHNSON & JOHNSON
+$54.7K
1,578
+8%
增持
KO
COCA COLA CO
+$51.4K
4,270
+15%
减持
DFLV
DIMENSIONAL ETF TRUST
-$50.3K
44,200
-7%
增持
PG
PROCTER AND GAMBLE CO
-$48.9K
4,737
+0%
增持
IWB
ISHARES TR
+$43.0K
5,276
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$43.0K
76,218
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$41.4K
9,479
+0%
增持
DFIP
DIMENSIONAL ETF TRUST
+$40.1K
8,933
+14%
增持
BAC
BANK AMERICA CORP
+$35.8K
7,349
+3%
增持
META
META PLATFORMS INC
-$35.5K
2,002
+8%
增持
VB
VANGUARD INDEX FDS
+$34.1K
4,867
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$33.7K
2,593
-3%
减持
MKC
MCCORMICK & CO INC
-$33.7K
7,737
-8%
增持
SBUX
STARBUCKS CORP
+$32.8K
2,787
+17%
增持
ABBV
ABBVIE INC
+$30.8K
1,327
+13%
减持
AVUV
AMERICAN CENTY ETF TR
+$29.7K
41,081
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
-$29.4K
862
+6%
增持
VO
VANGUARD INDEX FDS
+$29.2K
3,388
+4%
减持
EFA
ISHARES TR
-$27.8K
10,620
-5%
减持
AVSF
AMERICAN CENTY ETF TR
-$27.3K
19,513
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$25.5K
14,414
+0%
增持
LOW
LOWES COS INC
-$25.1K
2,520
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
-$23.6K
65,321
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$23.6K
2,855
+8%
减持
ITOT
ISHARES TR
+$21.2K
22,389
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$20.1K
2,415
+7%
减持
CEG
CONSTELLATION ENERGY CORP
+$19.1K
879
-1%
增持
VOT
VANGUARD INDEX FDS
-$17.3K
3,751
+4%
增持
ES
EVERSOURCE ENERGY
-$17.1K
4,515
+0%
减持
SDY
SPDR SERIES TRUST
-$13.7K
5,898
-1%
增持
FENI
FIDELITY COVINGTON TRUST
+$13.6K
9,260
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$12.1K
11,799
+0%
增持
ADBE
ADOBE INC
+$12.0K
758
+6%
增持
IJR
ISHARES TR
+$11.8K
7,031
+0%
减持
VNQ
VANGUARD INDEX FDS
-$11.5K
2,764
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$11.2K
9,646
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$11.1K
3,416
+0%
增持
TXT
TEXTRON INC
+$10.0K
3,689
+0%
增持
IUSV
ISHARES TR
+$9.2K
3,095
+0%
增持
AVSC
AMERICAN CENTY ETF TR
+$9.0K
4,533
+1%
减持
IWM
ISHARES TR
-$8.7K
3,419
-3%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$8.3K
171
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.8K
2,630
+1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.1K
3,127
+0%
增持
ISTB
ISHARES TR
+$1.9K
7,384
+1%
增持
VDE
VANGUARD WORLD FD
+$958
2,860
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$717
4,294
+0%
减持
IJH
ISHARES TR
+$551
13,727
-1%
减持
DHR
DANAHER CORPORATION
+$321
941
-13%
减持
EW
EDWARDS LIFESCIENCES CORP
+$321
3,162
-9%
增持
AVRE
AMERICAN CENTY ETF TR
-$196
29,338
+2%
增持
IUSB
ISHARES TR
+$116
7,727
+0%
增持
TROW
PRICE T ROWE GROUP INC
-$102
2,105
+0%
