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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,884.86万 | 13.11% | 2,228,328 | 44,231 | 2.0% | $196.21万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,242.51万 | 10.93% | 643,544 | 7,752 | 1.2% | $99.29万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,567.22万 | 6.06% | 883,580 | 10,322 | 1.2% | $53.35万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,930.02万 | 5.21% | 952,732 | 20,560 | 2.2% | $84.81万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,764.88万 | 4.99% | 459,468 | 5,303 | 1.2% | $43.45万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,758.86万 | 4.99% | 1,008,819 | 45,019 | 4.7% | $167.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,707.16万 | 4.92% | 452,203 | 28,282 | 6.7% | $231.86万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $3,280.02万 | 4.35% | 645,927 | 38,579 | 6.4% | $195.90万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,204.25万 | 4.25% | 332,081 | 11,947 | 3.7% | $115.28万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,963.62万 | 3.93% | 332,244 | 1,531 | 0.5% | $13.66万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,524.08万 | 3.35% | 528,603 | 44,417 | 9.2% | $212.09万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,763.28万 | 2.34% | 438,518 | 17,255 | 4.1% | $69.38万 | 加仓 |
| AAPL | APPLE INC | $1,158.42万 | 1.54% | 40,034 | -190 | -0.5% | -$5.50万 | 减仓 |
| IVV | ISHARES TR | $1,154.97万 | 1.53% | 15,422 | -727 | -4.5% | -$54.45万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,112.53万 | 1.48% | 32,349 | -545 | -1.7% | -$18.74万 | 减仓 |
| IEFA | ISHARES TR | $1,079.91万 | 1.43% | 111,815 | -4,462 | -3.8% | -$43.09万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,060.80万 | 1.41% | 251,315 | 23,738 | 10.4% | $100.20万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,037.72万 | 1.38% | 255,345 | 6,280 | 2.5% | $25.52万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $845.23万 | 1.12% | 229,431 | 5,225 | 2.3% | $19.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $579.59万 | 0.77% | 15,538 | -142 | -0.9% | -$5.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $521.59万 | 0.69% | 74,620 | 29 | 0.0% | $2,027 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $510.04万 | 0.68% | 40,882 | 291 | 0.7% | $3.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $506.50万 | 0.67% | 61,513 | 4,006 | 7.0% | $32.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $483.61万 | 0.64% | 13,069 | -12 | -0.1% | -$4,441 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $464.90万 | 0.62% | 6,226 | 38 | 0.6% | $2.84万 | 加仓 |
| GOOGL | ALPHABET INC | $436.36万 | 0.58% | 12,210 | -55 | -0.4% | -$1.97万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $423.31万 | 0.56% | 51,130 | 1,973 | 4.0% | $16.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $409.03万 | 0.54% | 9,439 | 2 | 0.0% | $867 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $363.73万 | 0.48% | 87,837 | 472 | 0.5% | $1.95万 | 加仓 |
| ITOT | ISHARES TR | $356.63万 | 0.47% | 21,710 | 46 | 0.2% | $7,557 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $319.55万 | 0.42% | 32,246 | 2,060 | 6.8% | $20.41万 | 加仓 |
| AGG | ISHARES TR | $310.25万 | 0.41% | 31,344 | -2,272 | -6.8% | -$22.49万 | 减仓 |
| REET | ISHARES TR | $303.47万 | 0.40% | 109,875 | 229 | 0.2% | $6,325 | 加仓 |
| GOOG | ALPHABET INC | $283.98万 | 0.38% | 8,037 | 6 | 0.1% | $2,120 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.45万 | 0.34% | 5,125 | 15 | 0.3% | $7,506 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $249.21万 | 0.33% | 2,664 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $241.38万 | 0.32% | 15,380 | 158 | 1.0% | $2.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $234.06万 | 0.31% | 60,341 | -118 | -0.2% | -$4,577 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $229.99万 | 0.31% | 27,827 | -1,017 | -3.5% | -$8.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $229.04万 | 0.30% | 6,997 | 1 | 0.0% | $327 | 加仓 |
| V | VISA INC | $228.28万 | 0.30% | 6,654 | 17 | 0.3% | $5,832 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $228.12万 | 0.30% | 25,011 | 79 | 0.3% | $7,205 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $224.54万 | 0.30% | 9,489 | 5 | 0.1% | $1,183 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $219.42万 | 0.29% | 55,493 | -2,746 | -4.7% | -$10.86万 | 减仓 |
| IWB | ISHARES TR | $216.22万 | 0.29% | 5,280 | 2 | 0.0% | $819 | 加仓 |
| IEMG | ISHARES INC | $213.21万 | 0.28% | 25,738 | -3,025 | -10.5% | -$25.06万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $206.79万 | 0.27% | 60,599 | 98 | 0.2% | $3,344 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $203.43万 | 0.27% | 70,221 | 2,850 | 4.2% | $8.26万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $193.64万 | 0.26% | 7,969 | 7 | 0.1% | $1,701 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $187.83万 | 0.25% | 24,109 | 127 | 0.5% | $9,894 | 加仓 |
| NVDA | NVIDIA CORPORATION | $180.92万 | 0.24% | 9,042 | -1,035 | -10.3% | -$20.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $176.66万 | 0.23% | 8,940 | 4 | 0.0% | $790 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $173.15万 | 0.23% | 16,802 | -588 | -3.4% | -$6.06万 | 减仓 |
| AMZN | AMAZON COM INC | $150.09万 | 0.20% | 6,297 | -1,664 | -20.9% | -$39.66万 | 减仓 |
| VB | VANGUARD INDEX FDS | $145.98万 | 0.19% | 4,816 | -58 | -1.2% | -$1.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $139.84万 | 0.19% | 2,723 | 10 | 0.4% | $5,136 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $139.56万 | 0.19% | 29,969 | 1,146 | 4.0% | $5.34万 | 加仓 |
| DES | WISDOMTREE TR | $137.41万 | 0.18% | 33,778 | -421 | -1.2% | -$1.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $136.03万 | 0.18% | 1,847 | 94 | 5.4% | $6.92万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $123.39万 | 0.16% | 14,434 | -253 | -1.7% | -$2.16万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $122.19万 | 0.16% | 6,600 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $119.28万 | 0.16% | 25,174 | -1,819 | -6.7% | -$8.62万 | 减仓 |
| IXUS | ISHARES TR | $119.27万 | 0.16% | 12,497 | 98 | 0.8% | $9,353 | 加仓 |
| VOT | VANGUARD INDEX FDS | $114.89万 | 0.15% | 3,751 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $113.09万 | 0.15% | 2,008 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $112.55万 | 0.15% | 10,835 | 28 | 0.3% | $2,909 | 加仓 |
| VO | VANGUARD INDEX FDS | $107.43万 | 0.14% | 13,334 | -218 | -1.6% | -$1.76万 | 减仓 |
| IJH | ISHARES TR | $106.04万 | 0.14% | 13,752 | 13 | 0.1% | $1,002 | 加仓 |
| VXF | VANGUARD INDEX FDS | $105.50万 | 0.14% | 4,285 | 20 | 0.5% | $4,924 | 加仓 |
| IJR | ISHARES TR | $104.40万 | 0.14% | 7,039 | 12 | 0.2% | $1,780 | 加仓 |
| IWM | ISHARES TR | $102.02万 | 0.14% | 3,395 | 3 | 0.1% | $901 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.69万 | 0.13% | 2,447 | 30 | 1.2% | $1.25万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $98.16万 | 0.13% | 13,106 | 26 | 0.2% | $1,947 | 加仓 |
| AVGO | BROADCOM INC | $97.46万 | 0.13% | 2,580 | -222 | -7.9% | -$8.39万 | 减仓 |
| GLW | CORNING INC | $96.05万 | 0.13% | 3,760 | -49 | -1.3% | -$1.25万 | 减仓 |
| APH | AMPHENOL CORP | $92.04万 | 0.12% | 5,220 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $89.80万 | 0.12% | 5,901 | 1 | 0.0% | $152 | 加仓 |
| VOO | VANGUARD INDEX FDS | $87.27万 | 0.12% | 1,271 | 1 | 0.1% | $687 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $78.17万 | 0.10% | 18,733 | 5 | 0.0% | $209 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $78.09万 | 0.10% | 14,453 | 18 | 0.1% | $973 | 加仓 |
| CTAS | CINTAS CORP | $77.09万 | 0.10% | 4,533 | -84 | -1.8% | -$1.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $67.27万 | 0.09% | 1,907 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $62.51万 | 0.08% | 2,312 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $61.96万 | 0.08% | 4,225 | -450 | -9.6% | -$6.60万 | 减仓 |
| WMT | WALMART INC | $60.69万 | 0.08% | 5,358 | 50 | 0.9% | $5,663 | 加仓 |
| PLD | PROLOGIS INC. | $57.06万 | 0.08% | 4,212 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $57.05万 | 0.08% | 5,802 | -75 | -1.3% | -$7,374 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $55.83万 | 0.07% | 3,935 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $54.90万 | 0.07% | 4,594 | 42 | 0.9% | $5,020 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.50万 | 0.07% | 7,649 | 19 | 0.2% | $1,354 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $54.16万 | 0.07% | 13,497 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $54.03万 | 0.07% | 507 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $53.35万 | 0.07% | 2,242 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.20万 | 0.07% | 1,021 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $49.28万 | 0.07% | 2,033 | -121 | -5.6% | -$2.93万 | 减仓 |
| LOW | LOWES COS INC | $47.83万 | 0.06% | 2,169 | 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 |
| GS | GOLDMAN SACHS GROUP INC | $46.89万 | 0.06% | 464 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.11万 | 0.06% | 3,156 | 9 | 0.3% | $1,315 | 加仓 |