SC&H Financial Advisors, Inc.
HUNT VALLEY MD · SEC CIK 0001907898
$6.63亿2026Q1 申报市值
155持仓数
62.3%前十大占比 · 第一大 12.8%
2 / 4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
DUSB 加仓+$345.83万
DFSD 加仓+$281.12万
VV 加仓+$180.75万
DIMENSIONAL ETF 加仓+$141.49万
DFAU 加仓+$137.48万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$26.53万
ACN 清仓-$26.16万
IEFA 减仓-$25.27万
AJG 清仓-$22.31万
DHR 清仓-$21.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $113.25万 | 0.17% | 14,687 | -878 | -5.6% | -$6.77万 | 减仓 |
| META | META PLATFORMS INC | $114.86万 | 0.17% | 2,008 | 6 | 0.3% | $3,432 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $118.82万 | 0.18% | 26,993 | -2,345 | -8.0% | -$10.32万 | 减仓 |
| DES | WISDOMTREE TR | $122.91万 | 0.19% | 34,199 | -476 | -1.4% | -$1.71万 | 减仓 |
| VB | VANGUARD INDEX FDS | $127.65万 | 0.19% | 4,874 | 7 | 0.1% | $1,833 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $134.89万 | 0.20% | 28,823 | 9,310 | 47.7% | $43.57万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $135.54万 | 0.20% | 2,713 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $164.67万 | 0.25% | 8,936 | 5 | 0.1% | $921 | 加仓 |
| AMZN | AMAZON COM INC | $165.81万 | 0.25% | 7,961 | 1,402 | 21.4% | $29.20万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $172.97万 | 0.26% | 7,962 | 13 | 0.2% | $2,824 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $173.66万 | 0.26% | 17,390 | 4 | 0.0% | $399 | 加仓 |
| NVDA | NVIDIA CORPORATION | $175.75万 | 0.26% | 10,077 | 1,291 | 14.7% | $22.52万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $179.07万 | 0.27% | 67,371 | 2,050 | 3.1% | $5.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $188.04万 | 0.28% | 23,982 | 101 | 0.4% | $7,919 | 加仓 |
| IWB | ISHARES TR | $188.20万 | 0.28% | 5,278 | 2 | 0.0% | $713 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $194.93万 | 0.29% | 60,501 | 47 | 0.1% | $1,514 | 加仓 |
| V | VISA INC | $200.58万 | 0.30% | 6,637 | 486 | 7.9% | $14.69万 | 加仓 |
| IEMG | ISHARES INC | $200.62万 | 0.30% | 28,763 | -50 | -0.2% | -$3,487 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $200.98万 | 0.30% | 24,932 | 5,933 | 31.2% | $47.83万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $201.64万 | 0.30% | 9,437 | 2 | 0.0% | $427 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $203.96万 | 0.31% | 9,484 | 5 | 0.1% | $1,075 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $205.79万 | 0.31% | 6,996 | 1 | 0.0% | $294 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $207.97万 | 0.31% | 58,239 | 14,039 | 31.8% | $50.13万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $210.55万 | 0.32% | 15,222 | -264 | -1.7% | -$3.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $211.85万 | 0.32% | 60,459 | 5,980 | 11.0% | $20.95万 | 加仓 |
| GOOG | ALPHABET INC | $230.39万 | 0.35% | 8,031 | -34 | -0.4% | -$9,754 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $238.69万 | 0.36% | 28,844 | -112 | -0.4% | -$9,268 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.88万 | 0.37% | 5,110 | 2,480 | 94.3% | $118.84万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $265.45万 | 0.40% | 2,664 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $265.70万 | 0.40% | 30,186 | 2,491 | 9.0% | $21.93万 | 加仓 |
| REET | ISHARES TR | $275.76万 | 0.42% | 109,646 | -5,135 | -4.5% | -$12.91万 | 减仓 |
| ITOT | ISHARES TR | $308.57万 | 0.47% | 21,664 | -725 | -3.2% | -$10.33万 | 减仓 |
| AGG | ISHARES TR | $333.71万 | 0.50% | 33,616 | 4,761 | 16.5% | $47.26万 | 加仓 |
| GOOGL | ALPHABET INC | $352.69万 | 0.53% | 12,265 | 360 | 3.0% | $10.35万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $362.68万 | 0.55% | 49,157 | 6,370 | 14.9% | $47.00万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $362.92万 | 0.55% | 87,365 | 13,132 | 17.7% | $54.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $402.43万 | 0.61% | 6,188 | 3 | 0.0% | $1,951 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $409.05万 | 0.62% | 57,507 | 579 | 1.0% | $4.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $419.64万 | 0.63% | 13,081 | -52 | -0.4% | -$1.67万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $448.41万 | 0.68% | 40,591 | -490 | -1.2% | -$5.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $465.82万 | 0.70% | 74,591 | -1,627 | -2.1% | -$10.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $580.41万 | 0.88% | 15,680 | -330 | -2.1% | -$12.22万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $761.63万 | 1.15% | 224,206 | 35,982 | 19.1% | $122.23万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $860.52万 | 1.30% | 249,065 | 7,642 | 3.2% | $26.40万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $960.83万 | 1.45% | 227,577 | 29,856 | 15.1% | $126.05万 | 加仓 |
| VV | VANGUARD INDEX FDS | $983.05万 | 1.48% | 32,894 | 6,048 | 22.5% | $180.75万 | 加仓 |
| AAPL | APPLE INC | $1,020.84万 | 1.54% | 40,224 | -249 | -0.6% | -$6.32万 | 减仓 |
| IEFA | ISHARES TR | $1,052.66万 | 1.59% | 116,277 | -2,791 | -2.3% | -$25.27万 | 减仓 |
| IVV | ISHARES TR | $1,054.89万 | 1.59% | 16,149 | -196 | -1.2% | -$12.80万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,426.40万 | 2.15% | 421,263 | 14,754 | 3.6% | $49.96万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,318.28万 | 3.50% | 484,186 | 58,714 | 13.8% | $281.12万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,579.64万 | 3.89% | 320,134 | 2,499 | 0.8% | $20.14万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,805.77万 | 4.23% | 330,713 | -1,115 | -0.3% | -$9.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,055.62万 | 4.61% | 423,921 | 19,629 | 4.9% | $141.49万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $3,079.86万 | 4.64% | 607,348 | 68,198 | 12.6% | $345.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,220.48万 | 4.86% | 454,165 | 15,887 | 3.6% | $112.65万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,424.38万 | 5.16% | 963,800 | 23,234 | 2.5% | $82.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,631.74万 | 5.48% | 932,172 | 31,914 | 3.5% | $124.34万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,940.14万 | 5.94% | 873,258 | 30,470 | 3.6% | $137.48万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $7,068.73万 | 10.66% | 635,792 | 7,994 | 1.3% | $88.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,487.40万 | 12.80% | 2,184,097 | 10,850 | 0.5% | $42.16万 | 加仓 |