Tandem Wealth Advisors LLC
PHOENIX AZ · SEC CIK 0001842557
$2.51亿2026Q2 申报市值
48持仓数
79.2%前十大占比 · 第一大 11.5%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FLOT 新建仓+$1,374.86万
EFA 加仓+$96.45万
VCSH 加仓+$96.04万
MBB 加仓+$63.36万
DGRO 加仓+$38.90万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$1,074.92万
VGT 减仓-$143.16万
SPY 减仓-$80.58万
BND 减仓-$61.56万
EEM 减仓-$58.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | State Street S&P 400 Mid Cap ETF | $35.11万 | 0.14% | 5,197 | 102 | 2.0% | $6,891 | 加仓 |
| NFLX | Netflix | $36.84万 | 0.15% | 5,160 | 218 | 4.4% | $1.56万 | 加仓 |
| UPS | United Parcel Services | $39.48万 | 0.16% | 3,673 | 285 | 8.4% | $3.06万 | 加仓 |
| HD | Home Depot | $45.32万 | 0.18% | 1,285 | 104 | 8.8% | $3.67万 | 加仓 |
| TJX | TJX Companies | $52.75万 | 0.21% | 3,482 | 213 | 6.5% | $3.23万 | 加仓 |
| SHW | Sherwin Williams | $54.57万 | 0.22% | 1,585 | 125 | 8.6% | $4.30万 | 加仓 |
| TMO | Thermo Fisher Scientific | $56.30万 | 0.22% | 1,123 | 75 | 7.2% | $3.76万 | 加仓 |
| XLRE | Real Estate Select Sector SPDR Fund | $57.15万 | 0.23% | 12,980 | 765 | 6.3% | $3.37万 | 加仓 |
| V | Visa | $57.67万 | 0.23% | 1,681 | 113 | 7.2% | $3.88万 | 加仓 |
| PH | Parker-Hannifin | $59.18万 | 0.24% | 605 | 41 | 7.3% | $4.01万 | 加仓 |
| AZO | AutoZone | $59.44万 | 0.24% | 186 | 12 | 6.9% | $3.84万 | 加仓 |
| CB | Chubb | $59.63万 | 0.24% | 1,750 | 110 | 6.7% | $3.75万 | 加仓 |
| SCHB | Schwab U.S. Broad Market ETF | $65.23万 | 0.26% | 22,524 | 2,936 | 15.0% | $8.50万 | 加仓 |
| GS | Goldman Sachs | $69.38万 | 0.28% | 686 | 36 | 5.5% | $3.64万 | 加仓 |
| LIN | Linde | $73.01万 | 0.29% | 1,407 | 71 | 5.3% | $3.68万 | 加仓 |
| CAT | Caterpillar | $73.90万 | 0.29% | 694 | 21 | 3.1% | $2.24万 | 加仓 |
| BAC | Bank of America | $76.13万 | 0.30% | 13,361 | 722 | 5.7% | $4.11万 | 加仓 |
| XLU | Utilities Select Sector SPDR Fund | $79.65万 | 0.32% | 17,567 | 1,121 | 6.8% | $5.08万 | 加仓 |
| XLE | Energy Select Sector SPDR | $89.59万 | 0.36% | 16,869 | 920 | 5.8% | $4.89万 | 加仓 |
| JPM | JPMorgan Chase & Co | $92.50万 | 0.37% | 2,826 | 171 | 6.4% | $5.60万 | 加仓 |
| BA | Boeing | $99.19万 | 0.39% | 4,582 | 325 | 7.6% | $7.04万 | 加仓 |
| META | Meta Class A | $105.28万 | 0.42% | 1,869 | 120 | 6.9% | $6.76万 | 加仓 |
| ETN | Eaton Corp | $109.30万 | 0.44% | 2,565 | 136 | 5.6% | $5.80万 | 加仓 |
| AVGO | Broadcom | $117.67万 | 0.47% | 3,115 | 94 | 3.1% | $3.55万 | 加仓 |
| COST | Costco | $131.90万 | 0.52% | 1,410 | 80 | 6.0% | $7.48万 | 加仓 |
| MSFT | Microsoft | $132.91万 | 0.53% | 3,563 | 209 | 6.2% | $7.80万 | 加仓 |
| LLY | Eli Lilly & Co | $134.46万 | 0.54% | 1,121 | 78 | 7.5% | $9.36万 | 加仓 |
| NVDA | NVIDIA | $155.53万 | 0.62% | 7,773 | 253 | 3.4% | $5.06万 | 加仓 |
| GOOGL | Alphabet Class A | $159.42万 | 0.63% | 4,461 | 165 | 3.8% | $5.90万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $170.61万 | 0.68% | 23,241 | -8,386 | -26.5% | -$61.56万 | 减仓 |
| AAPL | Apple | $180.82万 | 0.72% | 6,249 | 276 | 4.6% | $7.99万 | 加仓 |
| PANW | Palo Alto Networks | $200.55万 | 0.80% | 5,881 | 170 | 3.0% | $5.80万 | 加仓 |
| AMZN | Amazon | $204.71万 | 0.81% | 8,589 | 232 | 2.8% | $5.53万 | 加仓 |
| KLAC | KLA | $236.87万 | 0.94% | 7,851 | 141 | 1.8% | $4.25万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $351.35万 | 1.40% | 9,495 | -531 | -5.3% | -$19.65万 | 减仓 |
| VFH | Vanguard Financials Index Fund ETF | $375.52万 | 1.49% | 28,535 | 958 | 3.5% | $12.61万 | 加仓 |
| VIS | Vanguard Industrials ETF | $385.07万 | 1.53% | 10,685 | 329 | 3.2% | $11.86万 | 加仓 |
| VGT | Vanguard Information Technology Index Fund ETF | $747.60万 | 2.98% | 62,550 | -11,978 | -16.1% | -$143.16万 | 减仓 |
| MBB | iShares MBS ETF | $1,259.58万 | 5.01% | 133,260 | 6,703 | 5.3% | $63.36万 | 加仓 |
| FLOT | iShares Floating Rate Bond ETF | $1,374.86万 | 5.47% | 269,317 | 269,317 | — | $1,374.86万 | 新建仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1,515.83万 | 6.03% | 71,243 | 1,413 | 2.0% | $30.06万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $1,651.86万 | 6.57% | 22,120 | -1,079 | -4.7% | -$80.58万 | 减仓 |
| DGRO | iShares Core Dividend Growth ETF | $1,751.86万 | 6.97% | 231,146 | 5,132 | 2.3% | $38.90万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | $2,199.02万 | 8.75% | 278,252 | 12,152 | 4.6% | $96.04万 | 加仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $2,329.24万 | 9.27% | 235,324 | -108,600 | -31.6% | -$1,074.92万 | 减仓 |
| EEM | iShares MSCI Emerging Markets ETF | $2,378.00万 | 9.46% | 347,610 | -8,581 | -2.4% | -$58.70万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $2,538.21万 | 10.10% | 244,341 | 9,285 | 4.0% | $96.45万 | 加仓 |
| MDY | SPDR S&P Mid Cap 400 ETF | $2,894.69万 | 11.52% | 41,156 | 495 | 1.2% | $34.82万 | 加仓 |