Tandemgrowth Financial Advisors LLC 13F 持仓 · 2026年Q2
Tandemgrowth Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 1.22 亿美元。前几大持仓：AVUS（25.81%）、DUHP（16.38%）、SCHP（15.27%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $31.6M | 25.81% | 246,572 | 增持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $20.0M | 16.38% | 480,387 | 增持 |
| 3 | SCHP | SCHWAB STRATEGIC TR | $18.7M | 15.27% | 705,091 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $11.7M | 9.56% | 263,655 | 减持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $7.3M | 5.98% | 196,494 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $5.1M | 4.13% | 40,501 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 3.69% | 46,823 | 增持 |
| 8 | AVDV | AMERICAN CENTY ETF TR | $4.2M | 3.43% | 40,790 | 增持 |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $3.0M | 2.41% | 61,130 | 减持 |
| 10 | TIP | ISHARES TR | $2.7M | 2.20% | 24,638 | 减持 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 1.71% | 56,918 | 减持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $1.9M | 1.57% | 21,551 | 持平 |
| 13 | GS | GOLDMAN SACHS GROUP INC | $1.7M | 1.42% | 1,722 | 新建仓 |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 1.09% | 34,263 | 持平 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $921,142 | 0.75% | 13,178 | 持平 |
| 16 | DISV | DIMENSIONAL ETF TRUST | $795,296 | 0.65% | 19,818 | 减持 |
| 17 | HD | HOME DEPOT INC | $724,757 | 0.59% | 2,055 | 增持 |
| 18 | DFGR | DIMENSIONAL ETF TRUST | $705,932 | 0.58% | 24,368 | 增持 |
| 19 | IWF | ISHARES TR | $666,388 | 0.54% | 5,367 | 增持 |
| 20 | MTUM | ISHARES TR | $625,665 | 0.51% | 1,825 | 持平 |
| 21 | LLY | ELI LILLY & CO | $442,590 | 0.36% | 369 | 持平 |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $356,535 | 0.29% | 8,773 | 持平 |
| 23 | DFSD | DIMENSIONAL ETF TRUST | $328,232 | 0.27% | 6,874 | 新建仓 |
| 24 | EFX | EQUIFAX INC | $267,284 | 0.22% | 1,684 | 新建仓 |
| 25 | IWD | ISHARES TR | $266,081 | 0.22% | 1,098 | 持平 |
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