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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 113 项
建仓 2
增持 77
减持 28
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.5M
607,348
+13%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.8M
484,186
+14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
932,172
+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。
减持
MSFT
MICROSOFT CORP
-$1.9M
15,680
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
963,800
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.5M
224,206
+19%
增持
VV
VANGUARD INDEX FDS
+$1.4M
32,894
+23%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.3M
320,134
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.2M
227,577
+15%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
2,184,097
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
5,110
+94%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.0M
421,263
+4%
减持
AAPL
APPLE INC
-$794.5K
40,224
-1%
增持
DCOR
DIMENSIONAL ETF TRUST
+$788.2K
423,921
+5%
减持
AVDE
AMERICAN CENTY ETF TR
+$741.6K
330,713
-0%
减持
IVV
ISHARES TR
-$646.1K
16,149
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$618.9K
249,065
+3%
增持
AVLV
AMERICAN CENTY ETF TR
+$570.2K
24,932
+31%
增持
DFLV
DIMENSIONAL ETF TRUST
+$567.6K
58,239
+32%
增持
AVIG
AMERICAN CENTY ETF TR
+$517.1K
87,365
+18%
增持
AVUS
AMERICAN CENTY ETF TR
+$512.0K
635,792
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$461.4K
49,157
+15%
增持
AGG
ISHARES TR
+$455.1K
33,616
+16%
增持
AVSF
AMERICAN CENTY ETF TR
+$430.2K
28,823
+48%
增持
LRCX
LAM RESEARCH CORP
+$401.2K
9,437
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$326.7K
60,459
+11%
增持
DFUS
DIMENSIONAL ETF TRUST
-$302.2K
454,165
+4%
减持
AVUV
AMERICAN CENTY ETF TR
+$294.7K
40,591
-1%
增持
AVGE
AMERICAN CENTY ETF TR
+$277.7K
30,186
+9%
清仓
ADBE
ADOBE INC
-$265.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$261.6K
0
-100%
减持
ITOT
ISHARES TR
-$243.3K
21,664
-3%
清仓
FDIG
FIDELITY COVINGTON TRUST
-$232.7K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$232.3K
940
减持
GOOG
ALPHABET INC
-$227.0K
8,031
-0%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$223.1K
0
-100%
建仓
—
LINDE PLC
+$219.1K
442
清仓
TROW
PRICE T ROWE GROUP INC
-$215.5K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$215.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$206.5K
13,081
-0%
增持
GOOGL
ALPHABET INC
-$199.2K
12,265
+3%
增持
JPM
JPMORGAN CHASE & CO
-$195.9K
6,996
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$193.5K
6,188
+0%
增持
GLW
CORNING INC
+$186.2K
3,809
+1%
增持
META
META PLATFORMS INC
-$173.2K
2,008
+0%
增持
V
VISA INC
-$151.5K
6,637
+8%
增持
AMZN
AMAZON COM INC
+$144.2K
7,961
+21%
增持
UNH
UNITEDHEALTH GROUP INC
-$143.1K
2,417
+0%
增持
VDE
VANGUARD WORLD FD
+$135.5K
2,864
+0%
减持
IEFA
ISHARES TR
-$125.2K
116,277
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$124.3K
57,507
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$120.2K
74,591
-2%
增持
NVDA
NVIDIA CORPORATION
+$118.8K
10,077
+15%
增持
PAYX
PAYCHEX INC
-$109.5K
5,877
+1%
减持
REET
ISHARES TR
-$106.2K
109,646
-4%
增持
AVDV
AMERICAN CENTY ETF TR
+$102.9K
17,390
+0%
减持
LOW
LOWES COS INC
-$95.2K
2,169
-14%
减持
AVRE
AMERICAN CENTY ETF TR
-$88.8K
26,993
-8%
增持
IWB
ISHARES TR
-$88.2K
5,278
+0%
增持
CTAS
CINTAS CORP
-$87.4K
4,617
+0%
减持
BX
BLACKSTONE INC
-$84.4K
1,996
-2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$79.0K
15,222
-2%
减持
IEMG
ISHARES INC
+$69.4K
28,763
-0%
减持
DES
WISDOMTREE TR
+$69.2K
34,199
-1%
减持
BAC
BANK AMERICA CORP
-$68.0K
6,895
-6%
减持
MGK
VANGUARD WORLD FD
-$66.0K
736
-10%
增持
DFGR
DIMENSIONAL ETF TRUST
+$64.9K
67,371
+3%
增持
MDLZ
MONDELEZ INTL INC
+$63.0K
4,811
+21%
增持
VOE
VANGUARD INDEX FDS
+$62.6K
8,936
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$61.7K
1,473
+26%
增持
NOC
NORTHROP GRUMMAN CORP
+$61.0K
542
+0%
增持
JNJ
JOHNSON & JOHNSON
+$59.4K
1,579
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$55.4K
3,428
+0%
减持
DUHP
DIMENSIONAL ETF TRUST
-$48.0K
18,728
-3%
增持
VBR
VANGUARD INDEX FDS
+$46.2K
7,962
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.6K
9,484
+0%
减持
VXUS
VANGUARD STAR FDS
-$41.7K
14,687
-6%
增持
DFAU
DIMENSIONAL ETF TRUST
-$41.1K
873,258
+4%
增持
SDY
SPDR SERIES TRUST
+$40.2K
5,900
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$38.2K
28,844
-0%
减持
WMT
WALMART INC
-$37.0K
5,308
-15%
增持
—
JOHNSON CONTROLS INTERNATION
+$36.6K
3,147
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$35.0K
60,501
+0%
增持
VGT
VANGUARD WORLD FD
-$31.5K
569
+0%
增持
EFA
ISHARES TR
+$29.8K
10,807
+2%
增持
QQQ
INVESCO QQQ TR
-$28.7K
1,753
+3%
减持
IJR
ISHARES TR
+$28.5K
7,027
-0%
增持
TSLA
TESLA INC
-$27.1K
561
+7%
增持
IXUS
ISHARES TR
+$25.4K
12,399
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$25.2K
13,080
-5%
增持
IJH
ISHARES TR
+$21.8K
13,739
+0%
增持
VB
VANGUARD INDEX FDS
+$21.1K
4,874
+0%
增持
VOO
VANGUARD INDEX FDS
-$19.7K
1,270
+2%
增持
AVSC
AMERICAN CENTY ETF TR
+$16.4K
4,536
+0%
增持
GS
GOLDMAN SACHS GROUP INC
-$15.1K
464
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.7K
7,630
+0%
增持
LLY
ELI LILLY & CO
-$10.9K
296
+13%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$9.8K
14,435
+0%
增持
MTUM
ISHARES TR
-$9.5K
940
+0%
增持
ES
EVERSOURCE ENERGY
+$8.9K
4,516
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$8.9K
11,847
+0%
增持
IWD
ISHARES TR
+$8.4K
2,154
+0%
增持
VXF
VANGUARD INDEX FDS
-$8.2K
4,265
+1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$7.7K
9,667
+0%
增持
FENI
FIDELITY COVINGTON TRUST
+$7.0K
9,294
+0%
减持
PG
PROCTER & GAMBLE CO
-$3.5K
4,675
-1%
减持
IUSV
ISHARES TR
-$2.5K
3,080
-0%
增持
IUSB
ISHARES TR
-$2.0K
7,742
+0%
增持
BSV
VANGUARD BD INDEX FDS
-$1.7K
23,982
+0%
增持
TXT
TEXTRON INC
+$1.5K
3,690
+0%
增持
VNQ
VANGUARD INDEX FDS
+$1.4K
2,773
+0%
增持
ISTB
ISHARES TR
-$856
7,411
+0%
减持
IWM
ISHARES TR
-$470
3,392
-1%
