Tandem Financial, LLC 13F 持仓 · 2026年Q2
Tandem Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 100 只证券，申报市值合计 3.32 亿美元。前几大持仓：IVV（11.45%）、QQQ（10.44%）、BIV（7.12%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.1M | 11.45% | 50,823 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $34.7M | 10.44% | 18,293 | 减持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $23.7M | 7.12% | 308,414 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $18.0M | 5.40% | 251,962 | 增持 |
| 5 | FNDE | SCHWAB STRATEGIC TR | $14.1M | 4.23% | 354,450 | 增持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 4.10% | 18,217 | 增持 |
| 7 | GDX | VANECK ETF TRUST | $12.9M | 3.87% | 170,681 | 增持 |
| 8 | IMCG | ISHARES TR | $11.1M | 3.33% | 112,506 | 增持 |
| 9 | CLOI | VANECK ETF TRUST | $9.4M | 2.82% | 177,333 | 增持 |
| 10 | PWR | QUANTA SVCS INC | $7.4M | 2.22% | 10,242 | 减持 |
| 11 | ILCV | ISHARES TR | $6.7M | 2.02% | 66,287 | 减持 |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $6.6M | 1.98% | 119,004 | 减持 |
| 13 | JQUA | J P MORGAN EXCHANGE TRADED F | $6.3M | 1.89% | 86,719 | 减持 |
| 14 | IUS | INVESCO EXCH TRD SLF IDX FD | $6.1M | 1.84% | 93,281 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 1.76% | 97,845 | 增持 |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.75% | 108,756 | 增持 |
| 17 | IWM | ISHARES TR | $5.0M | 1.51% | 16,741 | 增持 |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $4.9M | 1.48% | 101,802 | 减持 |
| 19 | IWF | ISHARES TR | $4.9M | 1.48% | 39,682 | 增持 |
| 20 | IWD | ISHARES TR | $4.5M | 1.37% | 18,731 | 减持 |
| 21 | GPIQ | GOLDMAN SACHS ETF TR | $4.3M | 1.29% | 72,476 | 增持 |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $4.1M | 1.24% | 80,002 | 减持 |
| 23 | VB | VANGUARD INDEX FDS | $3.9M | 1.16% | 12,742 | 增持 |
| 24 | GPIX | GOLDMAN SACHS ETF TR | $3.8M | 1.14% | 68,093 | 增持 |
| 25 | GLD | SPDR GOLD TR | $3.7M | 1.13% | 10,175 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR