SC&H Financial Advisors, Inc.
HUNT VALLEY MD · SEC CIK 0001907898
$7.54亿2026Q2 申报市值
160持仓数
62.8%前十大占比 · 第一大 13.1%
5 / 2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
DIMENSIONAL ETF 加仓+$231.86万
DFSD 加仓+$212.09万
DIMENSIONAL ETF 加仓+$196.21万
DUSB 加仓+$195.90万
DFIC 加仓+$167.74万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$54.45万
IEFA 减仓-$43.09万
AMZN 减仓-$39.66万
IEMG 减仓-$25.06万
CEG 清仓-$24.56万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -879 | -100.0% | -$24.56万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,719 | -100.0% | -$20.32万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $20.12万 | 0.03% | 1,290 | 1,290 | — | $20.12万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.51万 | 0.03% | 3,729 | 3,729 | — | $20.51万 | 新建仓 |
| ESGU | ISHARES TR | $21.58万 | 0.03% | 1,318 | 1,318 | — | $21.58万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.76万 | 0.03% | 1,436 | 17 | 1.2% | $2,576 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $21.85万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $22.95万 | 0.03% | 442 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $23.03万 | 0.03% | 1,960 | 1,960 | — | $23.03万 | 新建仓 |
| BX | BLACKSTONE INC | $23.49万 | 0.03% | 1,996 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $23.67万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $24.04万 | 0.03% | 2,115 | 10 | 0.5% | $1,137 | 重新持有 |
| TSLA | TESLA INC | $24.45万 | 0.03% | 581 | 20 | 3.6% | $8,415 | 加仓 |
| VLO | VALERO ENERGY CORP | $24.48万 | 0.03% | 940 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $24.54万 | 0.03% | 1,563 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $25.07万 | 0.03% | 1,455 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.31万 | 0.03% | 4,240 | -54 | -1.3% | -$3,223 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.37万 | 0.03% | 9,700 | 33 | 0.3% | $863 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.64万 | 0.03% | 912 | -176 | -16.2% | -$4.95万 | 减仓 |
| SYY | SYSCO CORP | $25.75万 | 0.03% | 3,081 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $25.77万 | 0.03% | 2,194 | 2,194 | — | $25.77万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $25.86万 | 0.03% | 6,052 | 12 | 0.2% | $513 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $26.34万 | 0.03% | 676 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $26.73万 | 0.04% | 5,744 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $26.82万 | 0.04% | 2,781 | 8 | 0.3% | $772 | 加仓 |
| — | MCCORMICK & CO INC | $27.15万 | 0.04% | 5,376 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $27.63万 | 0.04% | 542 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $27.87万 | 0.04% | 4,819 | 8 | 0.2% | $463 | 加仓 |
| IWF | ISHARES TR | $27.99万 | 0.04% | 2,254 | 2 | 0.1% | $248 | 加仓 |
| VBK | VANGUARD INDEX FDS | $28.25万 | 0.04% | 773 | 1 | 0.1% | $365 | 加仓 |
| SBUX | STARBUCKS CORP | $28.48万 | 0.04% | 2,787 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $28.60万 | 0.04% | 3,162 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $29.81万 | 0.04% | 1,110 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $29.82万 | 0.04% | 1,636 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $29.85万 | 0.04% | 8,182 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $29.88万 | 0.04% | 4,074 | -462 | -10.2% | -$3.39万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $30.60万 | 0.04% | 2,856 | 1 | 0.0% | $107 | 加仓 |
| ES | EVERSOURCE ENERGY | $30.80万 | 0.04% | 4,262 | -254 | -5.6% | -$1.84万 | 减仓 |
| MTUM | ISHARES TR | $32.24万 | 0.04% | 941 | 1 | 0.1% | $343 | 加仓 |
| MGK | VANGUARD WORLD FD | $32.35万 | 0.04% | 3,680 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $33.40万 | 0.04% | 1,327 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $33.86万 | 0.04% | 3,691 | 1 | 0.0% | $92 | 加仓 |
| IUSV | ISHARES TR | $33.96万 | 0.05% | 3,083 | 3 | 0.1% | $330 | 加仓 |
| PHM | PULTE GROUP INC | $34.03万 | 0.05% | 2,480 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $34.12万 | 0.05% | 2,593 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.89万 | 0.05% | 4,293 | 23 | 0.5% | $1,869 | 加仓 |
| LLY | ELI LILLY & CO | $35.50万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $35.84万 | 0.05% | 7,765 | 23 | 0.3% | $1,061 | 加仓 |
| ISTB | ISHARES TR | $35.96万 | 0.05% | 7,452 | 41 | 0.6% | $1,978 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $36.99万 | 0.05% | 11,892 | 45 | 0.4% | $1,400 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.21万 | 0.05% | 1,749 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $37.39万 | 0.05% | 9,063 | 130 | 1.5% | $5,363 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $37.47万 | 0.05% | 9,336 | 42 | 0.5% | $1,686 | 加仓 |
| BAC | BANK OF AMER CORP | $38.16万 | 0.05% | 6,697 | -198 | -2.9% | -$1.13万 | 减仓 |
| MKC | MCCORMICK & CO INC | $39.01万 | 0.05% | 7,737 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $39.96万 | 0.05% | 3,127 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.12万 | 0.05% | 1,580 | 1 | 0.1% | $254 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.65万 | 0.05% | 5,144 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.47万 | 0.06% | 4,815 | 3 | 0.1% | $258 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.87万 | 0.06% | 2,789 | -75 | -2.6% | -$1.13万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.92万 | 0.06% | 1,743 | 270 | 18.3% | $6.65万 | 加仓 |
| XEL | XCEL ENERGY INC | $44.90万 | 0.06% | 5,592 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.11万 | 0.06% | 3,156 | 9 | 0.3% | $1,315 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.89万 | 0.06% | 464 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $47.06万 | 0.06% | 3,440 | 12 | 0.4% | $1,642 | 加仓 |
| LOW | LOWES COS INC | $47.83万 | 0.06% | 2,169 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $49.28万 | 0.07% | 2,033 | -121 | -5.6% | -$2.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.20万 | 0.07% | 1,021 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $53.35万 | 0.07% | 2,242 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $54.03万 | 0.07% | 507 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $54.16万 | 0.07% | 13,497 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.50万 | 0.07% | 7,649 | 19 | 0.2% | $1,354 | 加仓 |
| VGT | VANGUARD WORLD FD | $54.90万 | 0.07% | 4,594 | 42 | 0.9% | $5,020 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $55.83万 | 0.07% | 3,935 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $57.05万 | 0.08% | 5,802 | -75 | -1.3% | -$7,374 | 减仓 |
| PLD | PROLOGIS INC. | $57.06万 | 0.08% | 4,212 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $60.69万 | 0.08% | 5,358 | 50 | 0.9% | $5,663 | 加仓 |
| PG | PROCTER & GAMBLE CO | $61.96万 | 0.08% | 4,225 | -450 | -9.6% | -$6.60万 | 减仓 |
| MCD | MCDONALDS CORP | $62.51万 | 0.08% | 2,312 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $67.27万 | 0.09% | 1,907 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $77.09万 | 0.10% | 4,533 | -84 | -1.8% | -$1.43万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $78.09万 | 0.10% | 14,453 | 18 | 0.1% | $973 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $78.17万 | 0.10% | 18,733 | 5 | 0.0% | $209 | 加仓 |
| VOO | VANGUARD INDEX FDS | $87.27万 | 0.12% | 1,271 | 1 | 0.1% | $687 | 加仓 |
| SDY | SPDR SERIES TRUST | $89.80万 | 0.12% | 5,901 | 1 | 0.0% | $152 | 加仓 |
| APH | AMPHENOL CORP | $92.04万 | 0.12% | 5,220 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $96.05万 | 0.13% | 3,760 | -49 | -1.3% | -$1.25万 | 减仓 |
| AVGO | BROADCOM INC | $97.46万 | 0.13% | 2,580 | -222 | -7.9% | -$8.39万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $98.16万 | 0.13% | 13,106 | 26 | 0.2% | $1,947 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.69万 | 0.13% | 2,447 | 30 | 1.2% | $1.25万 | 加仓 |
| IWM | ISHARES TR | $102.02万 | 0.14% | 3,395 | 3 | 0.1% | $901 | 加仓 |
| IJR | ISHARES TR | $104.40万 | 0.14% | 7,039 | 12 | 0.2% | $1,780 | 加仓 |
| VXF | VANGUARD INDEX FDS | $105.50万 | 0.14% | 4,285 | 20 | 0.5% | $4,924 | 加仓 |
| IJH | ISHARES TR | $106.04万 | 0.14% | 13,752 | 13 | 0.1% | $1,002 | 加仓 |
| VO | VANGUARD INDEX FDS | $107.43万 | 0.14% | 13,334 | -218 | -1.6% | -$1.76万 | 减仓 |
| EFA | ISHARES TR | $112.55万 | 0.15% | 10,835 | 28 | 0.3% | $2,909 | 加仓 |
| META | META PLATFORMS INC | $113.09万 | 0.15% | 2,008 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $114.89万 | 0.15% | 3,751 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $119.27万 | 0.16% | 12,497 | 98 | 0.8% | $9,353 | 加仓 |