Tandem Investment Advisors, Inc.
CHARLESTON SC · SEC CIK 0001694284
$20.40亿2026Q1 申报市值
83持仓数
44.9%前十大占比 · 第一大 5.6%
12 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PG 加仓+$4,421.74万
MCD 新建仓+$2,697.38万
WEC ENERGY GROUP 加仓+$2,629.10万
NDAQ 新建仓+$1,389.07万
BR 加仓+$546.62万
2026Q1 卖出最多 按季末市值估算
ACN 减仓-$7,568.63万
V 减仓-$7,065.40万
MA 减仓-$4,229.67万
ABT 减仓-$3,719.20万
APH 减仓-$3,395.24万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE INC | $1.13亿 | 5.55% | 720,083 | -95,037 | -11.7% | -$1,494.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1.02亿 | 5.02% | 1,102,977 | -196,286 | -15.1% | -$1,823.10万 | 减仓 |
| RMD | RESMED INC COM | $9,807.80万 | 4.81% | 436,912 | -63,233 | -12.6% | -$1,419.45万 | 减仓 |
| G | GENPACT LIMITED SHS | $9,431.03万 | 4.62% | 2,531,821 | -290,112 | -10.3% | -$1,080.67万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $9,030.80万 | 4.43% | 571,425 | -78,371 | -12.1% | -$1,238.58万 | 减仓 |
| — | STERIS PLC SHS USD | $8,773.62万 | 4.30% | 396,763 | -47,258 | -10.6% | -$1,045.02万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $8,605.75万 | 4.22% | 232,481 | 5,670 | 2.5% | $209.89万 | 加仓 |
| APH | AMPHENOL CORP NEW CL A | $8,576.27万 | 4.20% | 678,771 | -268,717 | -28.4% | -$3,395.24万 | 减仓 |
| ZTS | ZOETIS INC CL A | $8,035.37万 | 3.94% | 679,754 | -28,021 | -4.0% | -$331.24万 | 减仓 |
| BRO | BROWN & BROWN INC | $7,728.32万 | 3.79% | 1,185,144 | -106,674 | -8.3% | -$695.62万 | 减仓 |
| SYK | STRYKER CORP COM | $7,629.17万 | 3.74% | 232,179 | -39,189 | -14.4% | -$1,287.71万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $7,502.15万 | 3.68% | 212,009 | -9,211 | -4.2% | -$325.94万 | 减仓 |
| TRNO | TERRENO RLTY CORP COM | $7,413.35万 | 3.63% | 1,206,993 | -164,874 | -12.0% | -$1,012.66万 | 减仓 |
| CHD | CHURCH & DWIGHT INC COM | $6,872.26万 | 3.37% | 736,419 | -61,314 | -7.7% | -$572.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,474.33万 | 3.17% | 630,596 | -362,248 | -36.5% | -$3,719.20万 | 减仓 |
| BLK | BLACKROCK INC COM | $6,022.13万 | 2.95% | 62,619 | -6,638 | -9.6% | -$638.38万 | 减仓 |
| INTU | INTUIT COM | $6,004.76万 | 2.94% | 138,877 | -363 | -0.3% | -$15.70万 | 减仓 |
| MA | MASTERCARD INC CL A | $5,651.70万 | 2.77% | 113,111 | -84,651 | -42.8% | -$4,229.67万 | 减仓 |
| V | VISA INC CL A | $5,540.97万 | 2.72% | 183,330 | -233,768 | -56.0% | -$7,065.40万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $5,263.43万 | 2.58% | 324,023 | -38,757 | -10.7% | -$629.57万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $4,462.77万 | 2.19% | 203,761 | -35,678 | -14.9% | -$781.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,458.46万 | 2.19% | 308,672 | 306,130 | 12,042.9% | $4,421.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $4,325.70万 | 2.12% | 43,412 | -7,379 | -14.5% | -$735.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $4,316.71万 | 2.12% | 176,596 | -92,017 | -34.3% | -$2,249.26万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH | $4,277.85万 | 2.10% | 298,670 | -29,586 | -9.0% | -$423.76万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $3,781.40万 | 1.85% | 240,501 | -6,422 | -2.6% | -$100.97万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $3,705.61万 | 1.82% | 195,289 | 27,245 | 16.2% | $516.97万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $3,328.64万 | 1.63% | 163,827 | -166,214 | -50.4% | -$3,377.14万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTI COM | $3,009.47万 | 1.48% | 185,221 | 33,642 | 22.2% | $546.62万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,697.38万 | 1.32% | 86,791 | 86,791 | — | $2,697.38万 | 新建仓 |
| — | WEC ENERGY GROUP INC | $2,658.43万 | 1.30% | 229,630 | 227,097 | 8,965.5% | $2,629.10万 | 加仓 |
| NDAQ | NASDAQ OMX GROUP INC COM | $1,389.07万 | 0.68% | 163,632 | 163,632 | — | $1,389.07万 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $583.02万 | 0.29% | 10,376 | -1,009 | -8.9% | -$56.69万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $572.82万 | 0.28% | 11,929 | -2,244 | -15.8% | -$107.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $459.65万 | 0.23% | 9,971 | -794 | -7.4% | -$36.60万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE COM | $401.47万 | 0.20% | 43,491 | -8,152 | -15.8% | -$75.25万 | 减仓 |
| QLYS | QUALYS INC COM | $330.40万 | 0.16% | 37,610 | -7,480 | -16.6% | -$65.71万 | 减仓 |
| FTNT | FORTINET INC COM | $321.72万 | 0.16% | 39,368 | -5,875 | -13.0% | -$48.01万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $316.87万 | 0.16% | 9,255 | -1,559 | -14.4% | -$53.38万 | 减仓 |
| ADBE | ADOBE SYS INC COM | $307.76万 | 0.15% | 12,661 | -959 | -7.0% | -$23.31万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $297.01万 | 0.15% | 25,861 | -4,923 | -16.0% | -$56.54万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $214.14万 | 0.10% | 5,401 | -212 | -3.8% | -$8.41万 | 减仓 |
| ABBV | ABBVIE INC COM | $182.15万 | 0.09% | 8,375 | 165 | 2.0% | $3.59万 | 加仓 |
| CBOE | CBOE HLDGS INC COM | $170.58万 | 0.08% | 6,069 | -2,124 | -25.9% | -$59.70万 | 减仓 |
| TJX | TJX COS INC NEW COM | $89.18万 | 0.04% | 5,584 | 8 | 0.1% | $1,278 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $88.11万 | 0.04% | 5,329 | 1,288 | 31.9% | $21.30万 | 加仓 |
| AAPL | APPLE COMPUTER INC COM | $71.59万 | 0.04% | 2,821 | -683 | -19.5% | -$17.33万 | 减仓 |
| WMT | WAL MART | $68.25万 | 0.03% | 5,492 | -3,176 | -36.6% | -$39.47万 | 减仓 |
| MO | ALTRIA GROUP INC | $66.55万 | 0.03% | 10,085 | 4,073 | 67.7% | $26.88万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $60.26万 | 0.03% | 3,039 | -381,695 | -99.2% | -$7,568.63万 | 减仓 |
| FAST | FASTENAL COMPANY | $57.33万 | 0.03% | 12,356 | 224 | 1.8% | $1.04万 | 加仓 |
| KO | COCA COLA CO COM | $54.27万 | 0.03% | 7,136 | -1,778 | -19.9% | -$13.52万 | 减仓 |
| LOW | LOWES COS INC COM | $49.48万 | 0.02% | 2,094 | 661 | 46.1% | $15.62万 | 加仓 |
| RY | ROYAL BK CDA MONTREAL COM | $45.90万 | 0.02% | 2,837 | -360 | -11.3% | -$5.82万 | 减仓 |
| T | AT&T INC | $42.01万 | 0.02% | 14,490 | 14,490 | — | $42.01万 | 新建仓 |
| BX | BLACKSTONE GROUP L P COM UNIT | $40.36万 | 0.02% | 3,510 | -35 | -1.0% | -$4,025 | 减仓 |
| AEP | AMERICAN ELEC PWR INC COM | $38.33万 | 0.02% | 2,924 | 2,924 | — | $38.33万 | 新建仓 |
| — | ALPHABET INC CL C | $34.97万 | 0.02% | 1,219 | -736 | -37.6% | -$21.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $34.24万 | 0.02% | 1,164 | 155 | 15.4% | $4.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.03万 | 0.02% | 2,599 | -145 | -5.3% | -$1.90万 | 减仓 |
| — | EXXON MOBIL CORP | $33.25万 | 0.02% | 1,960 | 1,960 | — | $33.25万 | 新建仓 |
| CVX | CHEVRON CORP | $32.75万 | 0.02% | 1,583 | -979 | -38.2% | -$20.26万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $32.39万 | 0.02% | 6,453 | 6,453 | — | $32.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $30.68万 | 0.02% | 1,473 | -226 | -13.3% | -$4.71万 | 减仓 |
| MSCI | MSCI INC COM | $30.13万 | 0.01% | 559 | -285 | -33.8% | -$15.36万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $30.06万 | 0.01% | 6,538 | 6,538 | — | $30.06万 | 新建仓 |
| — | BERKSHIRE HATHAWAY B | $29.85万 | 0.01% | 623 | 122 | 24.4% | $5.85万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES COM | $28.88万 | 0.01% | 1,497 | 1,497 | — | $28.88万 | 新建仓 |
| COR | AMERISOURCEBERGEN CORP COM | $28.87万 | 0.01% | 919 | -28 | -3.0% | -$8,796 | 减仓 |
| BMI | BADGER METER INC COM | $28.41万 | 0.01% | 1,865 | -906 | -32.7% | -$13.80万 | 减仓 |
| — | ALPHABET INC CL A | $27.78万 | 0.01% | 966 | -259 | -21.1% | -$7.45万 | 减仓 |
| CAT | CATERPILLAR INC DEL COM | $26.57万 | 0.01% | 375 | -17 | -4.3% | -$1.20万 | 减仓 |
| HD | HOME DEPOT INC COM | $26.18万 | 0.01% | 796 | -442 | -35.7% | -$14.54万 | 减仓 |
| — | JOHNSON CTLS INC COM | $25.01万 | 0.01% | 1,910 | 1,910 | — | $25.01万 | 新建仓 |
| NVS | NOVARTIS A G SPONSORED ADR | $24.38万 | 0.01% | 1,596 | 1,596 | — | $24.38万 | 新建仓 |
| SPY | SPDR TR UNIT SER 1 | $23.87万 | 0.01% | 367 | -561 | -60.5% | -$36.48万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $23.46万 | 0.01% | 867 | -474 | -35.3% | -$12.83万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $22.99万 | 0.01% | 673 | -246 | -26.8% | -$8.40万 | 减仓 |
| GWW | GRAINGER W W INC COM | $22.58万 | 0.01% | 207 | -12 | -5.5% | -$1.31万 | 减仓 |
| — | GENERAL ELEC CO COM | $21.59万 | 0.01% | 761 | -440 | -36.6% | -$12.49万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $20.64万 | 0.01% | 951 | -332 | -25.9% | -$7.20万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $20.55万 | 0.01% | 1,781 | 1,781 | — | $20.55万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $20.03万 | 0.01% | 3,699 | 3,699 | — | $20.03万 | 新建仓 |
| EXLS | EXLSERVICE HOLDINGS IN COM | $0 | 0.00% | 0 | -73,635 | -100.0% | -$312.51万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -859 | -100.0% | -$27.36万 | 清仓 |
| MRK | MERCK & CO INC NEW COM | $0 | 0.00% | 0 | -2,531 | -100.0% | -$26.64万 | 清仓 |
| ICLR | ICON PLC SHS | $0 | 0.00% | 0 | -1,379 | -100.0% | -$25.13万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -3,580 | -100.0% | -$24.00万 | 清仓 |
| IT | GARTNER INC COM | $0 | 0.00% | 0 | -937 | -100.0% | -$23.64万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -1,891 | -100.0% | -$21.51万 | 清仓 |
| QDEL | QUIDEL CORP COM | $0 | 0.00% | 0 | -7,460 | -100.0% | -$21.31万 | 清仓 |
| NVDA | NVIDIA CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS COM | $0 | 0.00% | 0 | -1,096 | -100.0% | -$20.33万 | 清仓 |
| MFC | MANULIFE FINL CORP COM | $0 | 0.00% | 0 | -5,551 | -100.0% | -$20.14万 | 清仓 |
| — | OREA MINING CORP COM | $0 | 0.00% | 0 | -11,000 | -100.0% | — | 清仓 |