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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $44.90万 | 0.06% | 5,592 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $42.92万 | 0.06% | 1,743 | 270 | 18.3% | $6.65万 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.87万 | 0.06% | 2,789 | -75 | -2.6% | -$1.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.47万 | 0.06% | 4,815 | 3 | 0.1% | $258 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.65万 | 0.05% | 5,144 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.12万 | 0.05% | 1,580 | 1 | 0.1% | $254 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $39.96万 | 0.05% | 3,127 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $39.01万 | 0.05% | 7,737 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $38.16万 | 0.05% | 6,697 | -198 | -2.9% | -$1.13万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $37.47万 | 0.05% | 9,336 | 42 | 0.5% | $1,686 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $37.39万 | 0.05% | 9,063 | 130 | 1.5% | $5,363 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.21万 | 0.05% | 1,749 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $36.99万 | 0.05% | 11,892 | 45 | 0.4% | $1,400 | 加仓 |
| ISTB | ISHARES TR | $35.96万 | 0.05% | 7,452 | 41 | 0.6% | $1,978 | 加仓 |
| IUSB | ISHARES TR | $35.84万 | 0.05% | 7,765 | 23 | 0.3% | $1,061 | 加仓 |
| LLY | ELI LILLY & CO | $35.50万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.89万 | 0.05% | 4,293 | 23 | 0.5% | $1,869 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $34.12万 | 0.05% | 2,593 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $34.03万 | 0.05% | 2,480 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $33.96万 | 0.05% | 3,083 | 3 | 0.1% | $330 | 加仓 |
| TXT | TEXTRON INC | $33.86万 | 0.04% | 3,691 | 1 | 0.0% | $92 | 加仓 |
| ABBV | ABBVIE INC | $33.40万 | 0.04% | 1,327 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $32.35万 | 0.04% | 3,680 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $32.24万 | 0.04% | 941 | 1 | 0.1% | $343 | 加仓 |
| ES | EVERSOURCE ENERGY | $30.80万 | 0.04% | 4,262 | -254 | -5.6% | -$1.84万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $30.60万 | 0.04% | 2,856 | 1 | 0.0% | $107 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $29.88万 | 0.04% | 4,074 | -462 | -10.2% | -$3.39万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $29.85万 | 0.04% | 8,182 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $29.82万 | 0.04% | 1,636 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $29.81万 | 0.04% | 1,110 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $28.60万 | 0.04% | 3,162 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $28.48万 | 0.04% | 2,787 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $28.25万 | 0.04% | 773 | 1 | 0.1% | $365 | 加仓 |
| IWF | ISHARES TR | $27.99万 | 0.04% | 2,254 | 2 | 0.1% | $248 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $27.87万 | 0.04% | 4,819 | 8 | 0.2% | $463 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.63万 | 0.04% | 542 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $27.15万 | 0.04% | 5,376 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $26.82万 | 0.04% | 2,781 | 8 | 0.3% | $772 | 加仓 |
| NNN | NNN REIT INC | $26.73万 | 0.04% | 5,744 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $26.34万 | 0.03% | 676 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $25.86万 | 0.03% | 6,052 | 12 | 0.2% | $513 | 重新持有 |
| CSCO | CISCO SYS INC | $25.77万 | 0.03% | 2,194 | 2,194 | — | $25.77万 | 新建仓 |
| SYY | SYSCO CORP | $25.75万 | 0.03% | 3,081 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.64万 | 0.03% | 912 | -176 | -16.2% | -$4.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.37万 | 0.03% | 9,700 | 33 | 0.3% | $863 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.31万 | 0.03% | 4,240 | -54 | -1.3% | -$3,223 | 减仓 |
| ATO | ATMOS ENERGY CORP | $25.07万 | 0.03% | 1,455 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $24.54万 | 0.03% | 1,563 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.48万 | 0.03% | 940 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.45万 | 0.03% | 581 | 20 | 3.6% | $8,415 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $24.04万 | 0.03% | 2,115 | 10 | 0.5% | $1,137 | 重新持有 |
| MGV | VANGUARD WORLD FD | $23.67万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.49万 | 0.03% | 1,996 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $23.03万 | 0.03% | 1,960 | 1,960 | — | $23.03万 | 新建仓 |
| LIN | LINDE PLC | $22.95万 | 0.03% | 442 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $21.85万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.76万 | 0.03% | 1,436 | 17 | 1.2% | $2,576 | 加仓 |
| ESGU | ISHARES TR | $21.58万 | 0.03% | 1,318 | 1,318 | — | $21.58万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.51万 | 0.03% | 3,729 | 3,729 | — | $20.51万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $20.12万 | 0.03% | 1,290 | 1,290 | — | $20.12万 | 新建仓 |
| 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 |