Tandem Investment Partners LLC
Bordentown NJ · SEC CIK 0002056333
$1.18亿2026Q1 申报市值
73持仓数
46.3%前十大占比 · 第一大 6.8%
4 / 1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
VYMI 新建仓+$168.87万
AVDE 新建仓+$142.28万
COWG 加仓+$88.62万
VCRB 加仓+$71.51万
SPYM 加仓+$60.57万
2026Q1 卖出最多 按季末市值估算
DLS 减仓-$163.45万
VIG 减仓-$98.71万
VTI 减仓-$37.41万
HEFA 清仓-$36.81万
VXUS 减仓-$25.42万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $805.32万 | 6.83% | 104,073 | 9,241 | 9.7% | $71.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $752.64万 | 6.38% | 11,573 | -313 | -2.6% | -$20.36万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $717.78万 | 6.09% | 93,778 | 7,913 | 9.2% | $60.57万 | 加仓 |
| COWZ | PACER FDS TR | $606.61万 | 5.14% | 96,965 | -429 | -0.4% | -$2.68万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $579.47万 | 4.91% | 75,148 | -3,297 | -4.2% | -$25.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $485.05万 | 4.11% | 6,952 | 154 | 2.3% | $10.74万 | 加仓 |
| COWG | PACER FDS TR | $419.33万 | 3.56% | 124,288 | 26,265 | 26.8% | $88.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $389.82万 | 3.30% | 12,151 | -1,166 | -8.8% | -$37.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $370.73万 | 3.14% | 6,011 | -159 | -2.6% | -$9.81万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $336.50万 | 2.85% | 40,665 | 3,473 | 9.3% | $28.74万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $332.50万 | 2.82% | 108,025 | 5,425 | 5.3% | $16.70万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $322.67万 | 2.74% | 54,184 | 4,749 | 9.6% | $28.28万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $321.59万 | 2.73% | 21,935 | 670 | 3.2% | $9.82万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $297.34万 | 2.52% | 50,210 | 1,115 | 2.3% | $6.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $295.92万 | 2.51% | 5,127 | -128 | -2.4% | -$7.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $280.68万 | 2.38% | 14,625 | 150 | 1.0% | $2.88万 | 加仓 |
| AAPL | APPLE INC | $251.79万 | 2.13% | 9,921 | -36 | -0.4% | -$9,136 | 减仓 |
| MSFT | MICROSOFT CORP | $239.39万 | 2.03% | 6,467 | 330 | 5.4% | $12.22万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $229.57万 | 1.95% | 47,510 | -18 | -0.0% | -$870 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $193.71万 | 1.64% | 8,152 | 571 | 7.5% | $13.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $188.70万 | 1.60% | 6,415 | -130 | -2.0% | -$3.82万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $168.87万 | 1.43% | 17,919 | 17,919 | — | $168.87万 | 新建仓 |
| GOOG | ALPHABET INC | $156.68万 | 1.33% | 5,462 | -128 | -2.3% | -$3.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.71万 | 1.28% | 3,145 | -45 | -1.4% | -$2.16万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $142.28万 | 1.21% | 16,770 | 16,770 | — | $142.28万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $125.59万 | 1.06% | 5,840 | -4,590 | -44.0% | -$98.71万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $119.59万 | 1.01% | 47,644 | 2,177 | 4.8% | $5.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $115.60万 | 0.98% | 4,729 | -670 | -12.4% | -$16.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.06万 | 0.96% | 1,892 | -35 | -1.8% | -$2.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $112.24万 | 0.95% | 6,436 | 606 | 10.4% | $10.57万 | 加仓 |
| IJR | ISHARES TR | $102.00万 | 0.86% | 8,205 | -430 | -5.0% | -$5.35万 | 减仓 |
| WMT | WALMART INC | $96.88万 | 0.82% | 7,795 | -820 | -9.5% | -$10.19万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $93.43万 | 0.79% | 32,017 | -2,826 | -8.1% | -$8.25万 | 减仓 |
| V | VISA INC | $90.82万 | 0.77% | 3,005 | 35 | 1.2% | $1.06万 | 加仓 |
| — | EXXON MOBIL CORP | $85.59万 | 0.73% | 5,045 | -1,005 | -16.6% | -$17.05万 | 减仓 |
| ORCL | ORACLE CORP | $84.22万 | 0.71% | 5,725 | -20 | -0.3% | -$2,942 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.83万 | 0.64% | 761 | -90 | -10.6% | -$8.97万 | 减仓 |
| TJX | TJX COS INC NEW | $75.46万 | 0.64% | 4,725 | -130 | -2.7% | -$2.08万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $75.45万 | 0.64% | 1,535 | -25 | -1.6% | -$1.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $71.98万 | 0.61% | 7,750 | -325 | -4.0% | -$3.02万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $68.78万 | 0.58% | 26,848 | 1,967 | 7.9% | $5.04万 | 加仓 |
| HD | HOME DEPOT INC | $63.87万 | 0.54% | 1,942 | -63 | -3.1% | -$2.07万 | 减仓 |
| DLS | WISDOMTREE TR | $62.51万 | 0.53% | 7,670 | -20,055 | -72.3% | -$163.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.45万 | 0.50% | 4,116 | -240 | -5.5% | -$3.47万 | 减仓 |
| DHR | DANAHER CORP DEL | $58.30万 | 0.49% | 3,075 | 35 | 1.2% | $6,636 | 加仓 |
| — | HONEYWELL INTL INC | $55.58万 | 0.47% | 2,459 | -270 | -9.9% | -$6.10万 | 减仓 |
| AMGN | AMGEN INC | $54.26万 | 0.46% | 1,542 | -146 | -8.6% | -$5.14万 | 减仓 |
| LOW | LOWES COS INC | $53.40万 | 0.45% | 2,260 | -240 | -9.6% | -$5.67万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.47万 | 0.42% | 2,041 | 157 | 8.3% | $3.81万 | 加仓 |
| BLK | BLACKROCK INC | $48.85万 | 0.41% | 508 | -74 | -12.7% | -$7.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.93万 | 0.39% | 9,150 | -720 | -7.3% | -$3.61万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $44.83万 | 0.38% | 9,055 | 526 | 6.2% | $2.60万 | 加仓 |
| RTX | RTX CORPORATION | $43.92万 | 0.37% | 2,277 | -175 | -7.1% | -$3.38万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.48万 | 0.34% | 1,555 | -425 | -21.5% | -$11.06万 | 减仓 |
| PFXF | VANECK ETF TRUST | $39.01万 | 0.33% | 22,240 | 250 | 1.1% | $4,385 | 加仓 |
| SNA | SNAP ON INC | $38.14万 | 0.32% | 1,050 | -255 | -19.5% | -$9.26万 | 减仓 |
| D | DOMINION ENERGY INC | $37.72万 | 0.32% | 6,101 | 40 | 0.7% | $2,473 | 加仓 |
| KO | COCA COLA CO | $37.68万 | 0.32% | 4,954 | -330 | -6.2% | -$2.51万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.03万 | 0.31% | 11,745 | -282 | -2.3% | -$8,652 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $35.73万 | 0.30% | 3,125 | 0 | 0.0% | — | 不变 |
| PTL | NORTHERN LTS FD TR IV | $35.58万 | 0.30% | 1,420 | 195 | 15.9% | $4.89万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.53万 | 0.29% | 1,669 | -30 | -1.8% | -$6,207 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.66万 | 0.27% | 2,272 | 142 | 6.7% | $1.98万 | 加仓 |
| CB | CHUBB LTD SWITZ | $29.99万 | 0.25% | 920 | -10 | -1.1% | -$3,259 | 减仓 |
| — | BONDBLOXX ETF TRUST | $29.55万 | 0.25% | 5,995 | -305 | -4.8% | -$1.50万 | 减仓 |
| IGSB | ISHARES TR | $29.02万 | 0.25% | 5,522 | 398 | 7.8% | $2.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.94万 | 0.23% | 8,703 | 478 | 5.8% | $1.48万 | 加仓 |
| GOOGL | ALPHABET INC | $25.02万 | 0.21% | 870 | -80 | -8.4% | -$2.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $24.81万 | 0.21% | 5,435 | 219 | 4.2% | $9,997 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.80万 | 0.21% | 820 | 0 | 0.0% | — | 不变 |
| BIBL | NORTHERN LTS FD TR IV | $23.32万 | 0.20% | 4,945 | -765 | -13.4% | -$3.61万 | 减仓 |
| DIS | DISNEY WALT CO | $21.69万 | 0.18% | 2,250 | 2,250 | — | $21.69万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $11.17万 | 0.09% | 10,260 | 10,260 | — | $11.17万 | 新建仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -8,900 | -100.0% | -$36.81万 | 清仓 |