Tandem Wealth Advisors LLC
PHOENIX AZ · SEC CIK 0001842557
$2.24亿2026Q1 申报市值
47持仓数
83.0%前十大占比 · 第一大 15.2%
2 / 2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
EEM 加仓+$724.50万
VCSH 加仓+$655.70万
VIS 新建仓+$323.35万
RSP 加仓+$101.70万
EFA 加仓+$65.48万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$3,037.83万
MBB 减仓-$470.01万
VGT 减仓-$269.53万
AGG 减仓-$242.44万
VTI 减仓-$82.06万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $3,414.13万 | 15.22% | 343,924 | -24,422 | -6.6% | -$242.44万 | 减仓 |
| MDY | SPDR S&P Mid Cap 400 ETF | $2,507.80万 | 11.18% | 40,661 | -638 | -1.5% | -$39.35万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $2,283.10万 | 10.18% | 235,056 | 6,741 | 3.0% | $65.48万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | $2,109.37万 | 9.40% | 266,100 | 82,717 | 45.1% | $655.70万 | 加仓 |
| EEM | iShares MSCI Emerging Markets ETF | $2,022.81万 | 9.02% | 356,191 | 127,575 | 55.8% | $724.50万 | 加仓 |
| DGRO | iShares Core Dividend Growth ETF | $1,586.16万 | 7.07% | 226,014 | 653 | 0.3% | $4.58万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $1,508.74万 | 6.73% | 23,199 | -46,711 | -66.8% | -$3,037.83万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1,340.18万 | 5.98% | 69,830 | 5,299 | 8.2% | $101.70万 | 加仓 |
| MBB | iShares MBS ETF | $1,201.65万 | 5.36% | 126,557 | -49,501 | -28.1% | -$470.01万 | 减仓 |
| VGT | Vanguard Information Technology Index Fund ETF | $649.99万 | 2.90% | 9,316 | -3,863 | -29.3% | -$269.53万 | 减仓 |
| VFH | Vanguard Financials Index Fund ETF | $333.16万 | 1.49% | 27,577 | 214 | 0.8% | $2.59万 | 加仓 |
| VIS | Vanguard Industrials ETF | $323.35万 | 1.44% | 10,356 | 10,356 | — | $323.35万 | 新建仓 |
| VTI | Vanguard Total Stock Market ETF | $321.64万 | 1.43% | 10,026 | -2,558 | -20.3% | -$82.06万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $232.90万 | 1.04% | 31,627 | -10,042 | -24.1% | -$73.95万 | 减仓 |
| AMZN | Amazon | $174.05万 | 0.78% | 8,357 | 1,658 | 24.7% | $34.53万 | 加仓 |
| AAPL | Apple | $151.59万 | 0.68% | 5,973 | 300 | 5.3% | $7.61万 | 加仓 |
| COST | Costco | $132.53万 | 0.59% | 1,330 | 20 | 1.5% | $1.99万 | 加仓 |
| NVDA | NVIDIA | $131.15万 | 0.58% | 7,520 | 268 | 3.7% | $4.67万 | 加仓 |
| MSFT | Microsoft | $124.16万 | 0.55% | 3,354 | 250 | 8.1% | $9.25万 | 加仓 |
| GOOGL | Alphabet Class A | $123.54万 | 0.55% | 4,296 | -314 | -6.8% | -$9.03万 | 减仓 |
| KLAC | KLA | $113.52万 | 0.51% | 771 | -145 | -15.8% | -$21.35万 | 减仓 |
| META | Meta Class A | $100.07万 | 0.45% | 1,749 | 85 | 5.1% | $4.86万 | 加仓 |
| XLE | Energy Select Sector SPDR | $97.70万 | 0.44% | 15,949 | -2,250 | -12.4% | -$13.78万 | 减仓 |
| LLY | Eli Lilly & Co | $95.93万 | 0.43% | 1,043 | -144 | -12.1% | -$13.24万 | 减仓 |
| AVGO | Broadcom | $93.50万 | 0.42% | 3,021 | 361 | 13.6% | $11.17万 | 加仓 |
| PANW | Palo Alto Networks | $91.56万 | 0.41% | 5,711 | 1,581 | 38.3% | $25.35万 | 加仓 |
| ETN | Eaton Corp | $86.88万 | 0.39% | 2,429 | 51 | 2.1% | $1.82万 | 加仓 |
| BA | Boeing | $84.73万 | 0.38% | 4,257 | 1,998 | 88.4% | $39.77万 | 加仓 |
| JPM | JPMorgan Chase & Co | $78.10万 | 0.35% | 2,655 | 317 | 13.6% | $9.32万 | 加仓 |
| XLU | Utilities Select Sector SPDR Fund | $75.47万 | 0.34% | 16,446 | 332 | 2.1% | $1.52万 | 加仓 |
| LIN | Linde | $66.23万 | 0.30% | 1,336 | 90 | 7.2% | $4.46万 | 加仓 |
| BAC | Bank of America | $61.62万 | 0.27% | 12,639 | 1,268 | 11.2% | $6.18万 | 加仓 |
| AZO | AutoZone | $58.77万 | 0.26% | 174 | 25 | 16.8% | $8.44万 | 加仓 |
| GS | Goldman Sachs | $54.99万 | 0.25% | 650 | -5 | -0.8% | -$4,230 | 减仓 |
| CB | Chubb | $53.45万 | 0.24% | 1,640 | -133 | -7.5% | -$4.33万 | 减仓 |
| TJX | TJX Companies | $52.21万 | 0.23% | 3,269 | 3 | 0.1% | $479 | 加仓 |
| TMO | Thermo Fisher Scientific | $51.51万 | 0.23% | 1,048 | 92 | 9.6% | $4.52万 | 加仓 |
| PH | Parker-Hannifin | $50.49万 | 0.23% | 564 | -74 | -11.6% | -$6.62万 | 减仓 |
| XLRE | Real Estate Select Sector SPDR Fund | $49.87万 | 0.22% | 12,215 | 583 | 5.0% | $2.38万 | 加仓 |
| SCHB | Schwab U.S. Broad Market ETF | $49.17万 | 0.22% | 19,588 | 9,567 | 95.5% | $24.01万 | 加仓 |
| CAT | Caterpillar | $47.68万 | 0.21% | 673 | -264 | -28.2% | -$18.70万 | 减仓 |
| NFLX | Netflix | $47.52万 | 0.21% | 4,942 | 2,022 | 69.2% | $19.44万 | 加仓 |
| V | Visa | $47.39万 | 0.21% | 1,568 | 202 | 14.8% | $6.11万 | 加仓 |
| SHW | Sherwin Williams | $46.80万 | 0.21% | 1,460 | 40 | 2.8% | $1.28万 | 加仓 |
| HD | Home Depot | $38.84万 | 0.17% | 1,181 | 134 | 12.8% | $4.41万 | 加仓 |
| UPS | United Parcel Services | $33.33万 | 0.15% | 3,388 | 3,388 | — | $33.33万 | 新建仓 |
| SPMD | State Street S&P 400 Mid Cap ETF | $30.17万 | 0.13% | 5,095 | -1,122 | -18.0% | -$6.64万 | 减仓 |
| ICE | Intercontinental Exchange | $0 | 0.00% | 0 | -4,792 | -100.0% | -$77.61万 | 清仓 |
| BX | Blackstone | $0 | 0.00% | 0 | -2,411 | -100.0% | -$37.16万 | 清仓 |