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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $39.67万 | 0.06% | 569 | 1 | 0.2% | $697 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.21万 | 0.06% | 464 | 1 | 0.2% | $845 | 加仓 |
| MKC | MCCORMICK & CO INC | $39.03万 | 0.06% | 7,737 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.59万 | 0.06% | 1,579 | 1 | 0.1% | $244 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $37.27万 | 0.06% | 8,933 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $36.96万 | 0.06% | 542 | 1 | 0.2% | $682 | 加仓 |
| CAT | CATERPILLAR INC | $35.93万 | 0.05% | 507 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $35.91万 | 0.05% | 7,411 | 27 | 0.4% | $1,308 | 加仓 |
| IUSB | ISHARES TR | $35.76万 | 0.05% | 7,742 | 15 | 0.2% | $693 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.29万 | 0.05% | 2,593 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.04万 | 0.05% | 802 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $34.57万 | 0.05% | 9,294 | 34 | 0.4% | $1,265 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $34.30万 | 0.05% | 3,127 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.62万 | 0.05% | 6,895 | -454 | -6.2% | -$2.21万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.57万 | 0.05% | 1,749 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $32.99万 | 0.05% | 11,847 | 48 | 0.4% | $1,337 | 加仓 |
| KO | COCA COLA CO | $32.47万 | 0.05% | 4,270 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $32.31万 | 0.05% | 3,690 | 1 | 0.0% | $88 | 加仓 |
| HCA | HCA HEALTHCARE INC | $31.98万 | 0.05% | 676 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $31.65万 | 0.05% | 2,855 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $31.49万 | 0.05% | 3,080 | -15 | -0.5% | -$1,534 | 减仓 |
| ES | EVERSOURCE ENERGY | $31.29万 | 0.05% | 4,516 | 1 | 0.0% | $69 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.65万 | 0.05% | 1,473 | 300 | 25.6% | $6.24万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $29.55万 | 0.04% | 8,182 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $29.17万 | 0.04% | 2,480 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.86万 | 0.04% | 1,327 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $28.26万 | 0.04% | 4,536 | 3 | 0.1% | $187 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $27.73万 | 0.04% | 4,811 | 830 | 20.8% | $4.78万 | 加仓 |
| LLY | ELI LILLY & CO | $27.19万 | 0.04% | 296 | 33 | 12.5% | $3.03万 | 加仓 |
| — | MCCORMICK & CO INC | $27.08万 | 0.04% | 5,376 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $27.04万 | 0.04% | 736 | -79 | -9.7% | -$2.90万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $26.88万 | 0.04% | 1,455 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.37万 | 0.04% | 1,088 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $25.92万 | 0.04% | 1,636 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $25.32万 | 0.04% | 3,162 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.97万 | 0.04% | 2,787 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $24.60万 | 0.04% | 2,773 | 9 | 0.3% | $798 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.56万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $24.18万 | 0.04% | 1,110 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $24.14万 | 0.04% | 5,744 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.01万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $23.35万 | 0.04% | 772 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $23.23万 | 0.04% | 940 | 940 | — | $23.23万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.21万 | 0.03% | 4,294 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.96万 | 0.03% | 1,996 | -41 | -2.0% | -$4,715 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.86万 | 0.03% | 9,667 | 21 | 0.2% | $497 | 加仓 |
| TJX | TJX COS INC NEW | $22.66万 | 0.03% | 1,419 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $22.56万 | 0.03% | 940 | 1 | 0.1% | $240 | 加仓 |
| SYY | SYSCO CORP | $21.98万 | 0.03% | 3,081 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $21.91万 | 0.03% | 442 | 442 | — | $21.91万 | 新建仓 |
| ACWI | ISHARES TR | $21.63万 | 0.03% | 1,563 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $21.57万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $20.99万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.86万 | 0.03% | 561 | 37 | 7.1% | $1.38万 | 加仓 |
| ZTS | ZOETIS INC | $20.32万 | 0.03% | 1,719 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -758 | -100.0% | -$26.53万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -975 | -100.0% | -$26.16万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -862 | -100.0% | -$22.31万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -941 | -100.0% | -$21.54万 | 清仓 |