Tandem Financial, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002049157
$3.32亿2026Q2 申报市值
101持仓数
52.8%前十大占比 · 第一大 11.4%
8 / 5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
VEA 加仓+$310.31万
CLOI 加仓+$251.59万
VWO 加仓+$216.52万
FNDE 加仓+$102.01万
VGSH 新建仓+$68.15万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1,062.98万
JQUA 减仓-$299.14万
XSW 清仓-$275.40万
AAAU 减仓-$190.37万
QQQ 减仓-$182.31万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,806.11万 | 11.45% | 50,823 | -14,194 | -21.8% | -$1,062.98万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,365.54万 | 7.12% | 308,414 | 4,108 | 1.3% | $31.51万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2,120.83万 | 6.38% | 28,800 | -1,000 | -3.4% | -$73.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,795.23万 | 5.40% | 251,962 | 43,552 | 20.9% | $310.31万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,406.46万 | 4.23% | 354,450 | 25,708 | 7.8% | $102.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,363.84万 | 4.10% | 18,217 | 757 | 4.3% | $56.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,348.59万 | 4.06% | 18,293 | -2,473 | -11.9% | -$182.31万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,287.79万 | 3.87% | 170,681 | 3,199 | 1.9% | $24.14万 | 加仓 |
| IMCG | ISHARES TR | $1,105.94万 | 3.33% | 112,506 | 5,027 | 4.7% | $49.42万 | 加仓 |
| CLOI | VANECK ETF TRUST | $938.98万 | 2.82% | 177,333 | 47,514 | 36.6% | $251.59万 | 加仓 |
| PWR | QUANTA SVCS INC | $737.48万 | 2.22% | 10,242 | -315 | -3.0% | -$22.68万 | 减仓 |
| ILCV | ISHARES TR | $671.09万 | 2.02% | 66,287 | -14,550 | -18.0% | -$147.30万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $656.66万 | 1.98% | 119,004 | -1,670 | -1.4% | -$9.22万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $626.80万 | 1.89% | 86,719 | -41,386 | -32.3% | -$299.14万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $611.74万 | 1.84% | 93,281 | 4,658 | 5.3% | $30.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $584.04万 | 1.76% | 97,845 | 36,274 | 58.9% | $216.52万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $581.84万 | 1.75% | 108,756 | 558 | 0.5% | $2.99万 | 加仓 |
| IWM | ISHARES TR | $502.98万 | 1.51% | 16,741 | 942 | 6.0% | $28.30万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $493.03万 | 1.48% | 101,802 | -135 | -0.1% | -$6,538 | 减仓 |
| IWF | ISHARES TR | $492.73万 | 1.48% | 39,682 | -642 | -1.6% | -$7.97万 | 减仓 |
| IWD | ISHARES TR | $454.09万 | 1.37% | 18,731 | -630 | -3.3% | -$15.27万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $429.86万 | 1.29% | 72,476 | 4,532 | 6.7% | $26.88万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $413.53万 | 1.24% | 80,002 | -4,866 | -5.7% | -$25.15万 | 减仓 |
| VB | VANGUARD INDEX FDS | $386.24万 | 1.16% | 12,742 | 435 | 3.5% | $13.19万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $378.39万 | 1.14% | 68,093 | 4,902 | 7.8% | $27.24万 | 加仓 |
| GLD | SPDR GOLD TR | $374.83万 | 1.13% | 10,175 | 85 | 0.8% | $3.13万 | 加仓 |
| ITA | ISHARES TR | $313.37万 | 0.94% | 12,927 | 55 | 0.4% | $1.33万 | 加仓 |
| FLXR | TCW ETF TRUST | $294.62万 | 0.89% | 75,140 | -2,565 | -3.3% | -$10.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $290.71万 | 0.87% | 65,535 | 1,740 | 2.7% | $7.72万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $281.14万 | 0.85% | 71,050 | -48,110 | -40.4% | -$190.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $270.76万 | 0.81% | 7,259 | 9 | 0.1% | $3,357 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $261.58万 | 0.79% | 70,203 | -2,252 | -3.1% | -$8.39万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $259.67万 | 0.78% | 14,238 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $252.08万 | 0.76% | 8,712 | -187 | -2.1% | -$5.41万 | 减仓 |
| MP | MP MATERIALS CORP | $235.67万 | 0.71% | 42,076 | 210 | 0.5% | $1.18万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $232.80万 | 0.70% | 57,896 | -2,957 | -4.9% | -$11.89万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $230.72万 | 0.69% | 106,198 | 22,466 | 26.8% | $48.81万 | 加仓 |
| URNM | SPROTT FDS TR | $224.39万 | 0.67% | 42,667 | 1,548 | 3.8% | $8.14万 | 加仓 |
| AMLP | ALPS ETF TR | $182.86万 | 0.55% | 35,267 | -362 | -1.0% | -$1.88万 | 减仓 |
| GOOGL | ALPHABET INC | $152.72万 | 0.46% | 4,273 | -127 | -2.9% | -$4.54万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $150.75万 | 0.45% | 29,851 | -3,325 | -10.0% | -$16.79万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $141.19万 | 0.42% | 152,594 | 12,800 | 9.2% | $11.84万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $136.03万 | 0.41% | 26,854 | 1,660 | 6.6% | $8.41万 | 加仓 |
| GRNY | TIDAL TRUST I | $134.74万 | 0.41% | 48,731 | 2,683 | 5.8% | $7.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $134.63万 | 0.40% | 15,630 | -372 | -2.3% | -$3.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $131.85万 | 0.40% | 31,595 | -1,385 | -4.2% | -$5.78万 | 减仓 |
| GOOG | ALPHABET INC | $129.51万 | 0.39% | 3,665 | -18 | -0.5% | -$6,360 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $122.47万 | 0.37% | 28,153 | -199 | -0.7% | -$8,657 | 减仓 |
| MLPX | GLOBAL X FDS | $121.65万 | 0.37% | 16,516 | 602 | 3.8% | $4.43万 | 加仓 |
| PFXF | VANECK ETF TRUST | $121.22万 | 0.36% | 67,946 | 889 | 1.3% | $1.59万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $116.48万 | 0.35% | 3,185 | 60 | 1.9% | $2.19万 | 加仓 |
| IJR | ISHARES TR | $111.22万 | 0.33% | 7,499 | 1,688 | 29.0% | $25.04万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $99.41万 | 0.30% | 18,403 | 726 | 4.1% | $3.92万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $99.14万 | 0.30% | 38,846 | -2,445 | -5.9% | -$6.24万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $95.69万 | 0.29% | 17,570 | -2,439 | -12.2% | -$13.28万 | 减仓 |
| NEM | NEWMONT CORP | $94.75万 | 0.29% | 10,145 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $86.57万 | 0.26% | 20,290 | -729 | -3.5% | -$3.11万 | 减仓 |
| IEF | ISHARES TR | $85.44万 | 0.26% | 9,035 | -636 | -6.6% | -$6.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.74万 | 0.24% | 3,935 | -175 | -4.3% | -$3.50万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $72.94万 | 0.22% | 25,103 | -490 | -1.9% | -$1.42万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $68.85万 | 0.21% | 9,387 | 1 | 0.0% | $73 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $68.15万 | 0.20% | 11,709 | 11,709 | — | $68.15万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $65.10万 | 0.20% | 2,987 | 2 | 0.1% | $436 | 加仓 |
| — | EXXON MOBIL CORP | $63.90万 | 0.19% | 4,674 | 1,159 | 33.0% | $15.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $63.51万 | 0.19% | 16,373 | -749 | -4.4% | -$2.91万 | 减仓 |
| DGRO | ISHARES TR | $62.11万 | 0.19% | 8,195 | 24 | 0.3% | $1,819 | 加仓 |
| AMZN | AMAZON COM INC | $57.68万 | 0.17% | 2,420 | -249 | -9.3% | -$5.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.94万 | 0.17% | 1,138 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $55.97万 | 0.17% | 5,896 | -247 | -4.0% | -$2.34万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $55.69万 | 0.17% | 7,400 | -942 | -11.3% | -$7.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $52.07万 | 0.16% | 3,141 | -70 | -2.2% | -$1.16万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $48.02万 | 0.14% | 6,285 | 2,547 | 68.1% | $19.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $47.70万 | 0.14% | 15,043 | -726 | -4.6% | -$2.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $45.18万 | 0.14% | 6,188 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $40.31万 | 0.12% | 7,969 | 0 | 0.0% | — | 不变 |
| SDSI | AMERICAN CENTY ETF TR | $39.25万 | 0.12% | 7,644 | 706 | 10.2% | $3.63万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $39.03万 | 0.12% | 11,213 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $38.16万 | 0.11% | 500 | 500 | — | $38.16万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $38.07万 | 0.11% | 1,124 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.97万 | 0.10% | 2,318 | 42 | 1.8% | $6,156 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $33.37万 | 0.10% | 14,441 | -5,035 | -25.9% | -$11.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $32.04万 | 0.10% | 1,682 | -840 | -33.3% | -$16.00万 | 减仓 |
| AVGO | BROADCOM INC | $31.43万 | 0.09% | 832 | -14 | -1.7% | -$5,289 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.72万 | 0.09% | 621 | 15 | 2.5% | $7,178 | 加仓 |
| VBR | VANGUARD INDEX FDS | $29.28万 | 0.09% | 1,205 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $28.61万 | 0.09% | 2,164 | 5 | 0.2% | $661 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.58万 | 0.09% | 492 | 492 | — | $28.58万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.15万 | 0.08% | 11,967 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $26.65万 | 0.08% | 3,084 | -66 | -2.1% | -$5,704 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.49万 | 0.08% | 1,688 | 138 | 8.9% | $2.17万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $25.50万 | 0.08% | 3,033 | 3,033 | — | $25.50万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.34万 | 0.07% | 260 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.59万 | 0.07% | 2,083 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $22.53万 | 0.07% | 887 | 18 | 2.1% | $4,571 | 加仓 |
| MUB | ISHARES TR | $22.52万 | 0.07% | 2,093 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.38万 | 0.07% | 532 | -40 | -7.0% | -$1.68万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.17万 | 0.07% | 732 | 732 | — | $22.17万 | 新建仓 |
| MLN | VANECK ETF TRUST | $22.00万 | 0.07% | 12,371 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $20.20万 | 0.06% | 546 | 546 | — | $20.20万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $20.13万 | 0.06% | 1,918 | 1,918 | — | $20.13万 | 新建仓 |