Tandem Financial, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002049157
$3.14亿2026Q1 申报市值
98持仓数
52.2%前十大占比 · 第一大 13.5%
13 / 9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
IVV 加仓+$4,222.55万
VEA 重新持有+$1,051.54万
SPY 加仓+$618.53万
IMCG 加仓+$331.45万
VB 新建仓+$322.35万
2026Q1 卖出最多 按季末市值估算
GDX 减仓-$511.29万
KNG 减仓-$485.44万
IWD 减仓-$373.15万
IWF 减仓-$362.73万
VBK 减仓-$294.45万
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 |
|---|---|---|---|---|---|---|---|---|
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -61,523 | -100.0% | -$133.75万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -47,373 | -100.0% | -$130.39万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,064 | -100.0% | -$75.67万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -12,821 | -100.0% | -$72.87万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -12,897 | -100.0% | -$41.30万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -5,078 | -100.0% | -$35.07万 | 清仓 |
| — | EXXON MOBIL CORP 看涨期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$33.35万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -3,200 | -100.0% | -$27.41万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -9,712 | -100.0% | -$20.43万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.54万 | 0.07% | 606 | 606 | — | $20.54万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.24万 | 0.07% | 869 | -310 | -26.3% | -$7.58万 | 重新持有 |
| TSLA | TESLA INC | $21.26万 | 0.07% | 572 | 572 | — | $21.26万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.44万 | 0.07% | 1,550 | -627 | -28.8% | -$8.67万 | 减仓 |
| MLN | VANECK ETF TRUST | $21.58万 | 0.07% | 12,371 | 0 | 0.0% | — | 重新持有 |
| MUB | ISHARES TR | $22.22万 | 0.07% | 2,093 | 2,093 | — | $22.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $23.09万 | 0.07% | 400 | 400 | — | $23.09万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $24.24万 | 0.08% | 2,159 | 2,159 | — | $24.24万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.92万 | 0.08% | 260 | 40 | 18.2% | $3.99万 | 加仓 |
| WMT | WALMART INC | $25.94万 | 0.08% | 2,083 | 0 | 0.0% | — | 重新持有 |
| AVGO | BROADCOM INC | $26.17万 | 0.08% | 846 | 238 | 39.1% | $7.36万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $26.18万 | 0.08% | 1,205 | 0 | 0.0% | — | 重新持有 |
| TLT | ISHARES TR | $27.31万 | 0.09% | 3,150 | 11 | 0.4% | $954 | 加仓 |
| SLV | ISHARES SILVER TR | $27.49万 | 0.09% | 4,034 | 4,034 | — | $27.49万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $27.50万 | 0.09% | 11,967 | 0 | 0.0% | — | 重新持有 |
| VCRM | VANGUARD MUN BD FDS | $28.09万 | 0.09% | 3,738 | 3,738 | — | $28.09万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.17万 | 0.11% | 1,124 | 60 | 5.6% | $1.77万 | 重新持有 |
| ORCL | ORACLE CORP | $33.48万 | 0.11% | 2,276 | -206 | -8.3% | -$3.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $33.52万 | 0.11% | 2,522 | -74 | -2.9% | -$9,835 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $34.20万 | 0.11% | 11,213 | 0 | 0.0% | — | 重新持有 |
| SDSI | AMERICAN CENTY ETF TR | $35.58万 | 0.11% | 6,938 | 6,938 | — | $35.58万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $39.02万 | 0.12% | 600 | 600 | — | $39.02万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $39.76万 | 0.13% | 7,969 | -795 | -9.1% | -$3.97万 | 重新持有 |
| MO | ALTRIA GROUP INC | $41.50万 | 0.13% | 6,188 | -6,696 | -52.0% | -$44.91万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $42.56万 | 0.14% | 19,476 | 2,222 | 12.9% | $4.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.38万 | 0.15% | 15,769 | -17,666 | -52.8% | -$54.20万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $52.85万 | 0.17% | 9,386 | -2,867 | -23.4% | -$16.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.53万 | 0.17% | 1,138 | 662 | 139.1% | $31.72万 | 加仓 |
| AMZN | AMAZON COM INC | $55.59万 | 0.18% | 2,669 | 805 | 43.2% | $16.77万 | 加仓 |
| DGRO | ISHARES TR | $57.34万 | 0.18% | 8,171 | 2,826 | 52.9% | $19.83万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $58.57万 | 0.19% | 2,985 | 299 | 11.1% | $5.87万 | 重新持有 |
| RIO | RIO TINTO PLC | $58.90万 | 0.19% | 6,143 | 1,601 | 35.2% | $15.35万 | 加仓 |
| — | EXXON MOBIL CORP | $59.63万 | 0.19% | 3,515 | -408 | -10.4% | -$6.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $60.00万 | 0.19% | 17,122 | 764 | 4.7% | $2.68万 | 重新持有 |
| VCLT | VANGUARD SCOTTSDALE FDS | $62.33万 | 0.20% | 8,342 | 0 | 0.0% | — | 重新持有 |
| CVX | CHEVRON CORPORATION | $66.43万 | 0.21% | 3,211 | 1,800 | 127.6% | $37.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.68万 | 0.23% | 4,110 | -323 | -7.3% | -$5.63万 | 减仓 |
| IJR | ISHARES TR | $72.24万 | 0.23% | 5,811 | 3,052 | 110.6% | $37.94万 | 重新持有 |
| MDST | ULTIMUS MANAGERS TR | $73.77万 | 0.23% | 25,593 | 17,970 | 235.7% | $51.80万 | 重新持有 |
| DFEV | DIMENSIONAL ETF TRUST | $75.21万 | 0.24% | 21,019 | 600 | 2.9% | $2.15万 | 重新持有 |
| IEF | ISHARES TR | $92.30万 | 0.29% | 9,671 | 0 | 0.0% | — | 重新持有 |
| TLT | ISHARES TR 看涨期权 | $92.76万 | 0.30% | 10,700 | 10,700 | — | $92.76万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $93.30万 | 0.30% | 17,677 | 483 | 2.8% | $2.55万 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $94.45万 | 0.30% | 3,125 | -9,742 | -75.7% | -$294.45万 | 减仓 |
| GOOG | ALPHABET INC | $105.66万 | 0.34% | 3,683 | 516 | 16.3% | $14.80万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $105.79万 | 0.34% | 41,291 | -140 | -0.3% | -$3,587 | 重新持有 |
| DFGP | DIMENSIONAL ETF TRUST | $108.03万 | 0.34% | 20,009 | 0 | 0.0% | — | 重新持有 |
| NEM | NEWMONT CORP | $109.81万 | 0.35% | 10,145 | 4,006 | 65.3% | $43.36万 | 加仓 |
| GRNY | TIDAL TRUST I | $109.92万 | 0.35% | 46,048 | 22,197 | 93.1% | $52.98万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $116.49万 | 0.37% | 2,667 | 490 | 22.5% | $21.40万 | 重新持有 |
| PFXF | VANECK ETF TRUST | $117.62万 | 0.37% | 67,057 | 34,634 | 106.8% | $60.75万 | 加仓 |
| MLPX | GLOBAL X FDS | $117.67万 | 0.37% | 15,914 | 6,543 | 69.8% | $48.38万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $121.23万 | 0.39% | 32,980 | 1,366 | 4.3% | $5.02万 | 重新持有 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $123.78万 | 0.39% | 28,352 | 2,814 | 11.0% | $12.29万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $125.95万 | 0.40% | 25,194 | 15,178 | 151.5% | $75.88万 | 重新持有 |
| NUV | NUVEEN MUN VALUE FD INC | $126.13万 | 0.40% | 139,794 | 11,697 | 9.1% | $10.55万 | 加仓 |
| GOOGL | ALPHABET INC | $126.54万 | 0.40% | 4,400 | 425 | 10.7% | $12.22万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $161.60万 | 0.51% | 33,176 | -99,660 | -75.0% | -$485.44万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $182.37万 | 0.58% | 83,732 | 83,732 | — | $182.37万 | 新建仓 |
| AMLP | ALPS ETF TR | $187.55万 | 0.60% | 35,629 | 22,266 | 166.6% | $117.21万 | 加仓 |
| MP | MP MATERIALS CORP | $202.05万 | 0.64% | 41,866 | -2,308 | -5.2% | -$11.14万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $206.05万 | 0.66% | 60,853 | 2,368 | 4.0% | $8.02万 | 重新持有 |
| AAPL | APPLE INC | $225.85万 | 0.72% | 8,899 | 291 | 3.4% | $7.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $237.50万 | 0.76% | 14,238 | -3,600 | -20.2% | -$60.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $247.91万 | 0.79% | 63,795 | 0 | 0.0% | — | 重新持有 |
| DFIC | DIMENSIONAL ETF TRUST | $257.43万 | 0.82% | 72,455 | 1,997 | 2.8% | $7.10万 | 重新持有 |
| URNM | SPROTT FDS TR | $259.67万 | 0.83% | 41,119 | 5,972 | 17.0% | $37.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $268.38万 | 0.85% | 7,250 | 2,213 | 43.9% | $81.92万 | 加仓 |
| XSW | SPDR SERIES TRUST | $275.40万 | 0.88% | 19,355 | 14,046 | 264.6% | $199.86万 | 加仓 |
| ITA | ISHARES TR | $281.57万 | 0.90% | 12,872 | -1,840 | -12.5% | -$40.25万 | 减仓 |
| FLXR | TCW ETF TRUST | $305.15万 | 0.97% | 77,705 | 36,471 | 88.4% | $143.22万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $316.21万 | 1.01% | 63,191 | 45,131 | 249.9% | $225.84万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $322.35万 | 1.03% | 12,307 | 12,307 | — | $322.35万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $332.79万 | 1.06% | 61,571 | 49,486 | 409.5% | $267.47万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $336.25万 | 1.07% | 67,944 | 44,513 | 190.0% | $220.29万 | 重新持有 |
| DFAU | DIMENSIONAL ETF TRUST | $382.92万 | 1.22% | 84,868 | 4,429 | 5.5% | $19.98万 | 重新持有 |
| IWM | ISHARES TR | $391.81万 | 1.25% | 15,799 | 11,191 | 242.9% | $277.53万 | 加仓 |
| IWD | ISHARES TR | $413.68万 | 1.32% | 19,361 | -17,464 | -47.4% | -$373.15万 | 减仓 |
| IWF | ISHARES TR | $429.84万 | 1.37% | 10,081 | -8,507 | -45.8% | -$362.73万 | 减仓 |
| GLD | SPDR GOLD TR | $434.16万 | 1.38% | 10,090 | -177 | -1.7% | -$7.62万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $489.81万 | 1.56% | 101,937 | 991 | 1.0% | $4.76万 | 重新持有 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $513.25万 | 1.63% | 88,623 | 14,026 | 18.8% | $81.23万 | 重新持有 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $550.40万 | 1.75% | 119,160 | -44,110 | -27.0% | -$203.74万 | 重新持有 |
| PWR | QUANTA SVCS INC | $579.61万 | 1.84% | 10,557 | -558 | -5.0% | -$30.64万 | 重新持有 |
| JBND | J P MORGAN EXCHANGE TRADED F | $581.78万 | 1.85% | 108,198 | 3,318 | 3.2% | $17.84万 | 重新持有 |
| VGLT | VANGUARD SCOTTSDALE FDS | $667.99万 | 2.13% | 120,674 | -32,742 | -21.3% | -$181.24万 | 减仓 |
| CLOI | VANECK ETF TRUST | $684.15万 | 2.18% | 129,819 | 20,162 | 18.4% | $106.25万 | 重新持有 |
| ILCV | ISHARES TR | $752.91万 | 2.40% | 80,837 | 15,199 | 23.2% | $141.56万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $785.54万 | 2.50% | 128,105 | 11,162 | 9.5% | $68.45万 | 重新持有 |
| IMCG | ISHARES TR | $846.61万 | 2.69% | 107,479 | 42,078 | 64.3% | $331.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,138.59万 | 3.62% | 17,460 | 9,485 | 118.9% | $618.53万 | 加仓 |