Tandem Investment Partners LLC
Bordentown NJ · SEC CIK 0002056333
$1.30亿2026Q2 申报市值
76持仓数
46.9%前十大占比 · 第一大 6.6%
6 / 3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
SPDR SERIES TRUS 新建仓+$234.46万
VCRB 加仓+$57.07万
PNR 新建仓+$38.75万
VOO 加仓+$37.43万
AXP 加仓+$31.96万
2026Q2 卖出最多 按季末市值估算
QQQM 清仓-$193.71万
VGT 减仓-$82.24万
VTI 减仓-$48.59万
QQQ 减仓-$46.17万
SPY 减仓-$40.70万
2026Q2 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 | $860.85万 | 6.63% | 111,462 | 7,389 | 7.1% | $57.07万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $847.74万 | 6.53% | 96,466 | 2,688 | 2.9% | $23.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $823.54万 | 6.35% | 11,028 | -545 | -4.7% | -$40.70万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $649.49万 | 5.01% | 75,973 | 825 | 1.1% | $7.05万 | 加仓 |
| COWZ | PACER FDS TR | $612.53万 | 4.72% | 98,477 | 1,512 | 1.6% | $9.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $582.48万 | 4.49% | 48,735 | -6,881 | -12.4% | -$82.24万 | 减仓 |
| COWG | PACER FDS TR | $511.77万 | 3.94% | 127,475 | 3,187 | 2.6% | $12.79万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $416.59万 | 3.21% | 5,923 | -88 | -1.5% | -$6.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $401.05万 | 3.09% | 10,838 | -1,313 | -10.8% | -$48.59万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $375.23万 | 2.89% | 23,650 | 1,715 | 7.8% | $27.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $361.35万 | 2.79% | 43,720 | 3,055 | 7.5% | $25.25万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $346.85万 | 2.67% | 51,340 | 1,130 | 2.3% | $7.63万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $344.11万 | 2.65% | 58,344 | 4,160 | 7.7% | $24.54万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $340.07万 | 2.62% | 110,235 | 2,210 | 2.0% | $6.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $331.38万 | 2.55% | 4,500 | -627 | -12.2% | -$46.17万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $311.92万 | 2.40% | 14,660 | 35 | 0.2% | $7,447 | 加仓 |
| AAPL | APPLE INC | $286.50万 | 2.21% | 9,901 | -20 | -0.2% | -$5,787 | 减仓 |
| SPSM | SPDR SERIES TRUST | $276.10万 | 2.13% | 47,875 | 365 | 0.8% | $2.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $243.43万 | 1.88% | 6,526 | 59 | 0.9% | $2.20万 | 加仓 |
| — | SPDR SERIES TRUST | $234.46万 | 1.81% | 94,010 | 94,010 | — | $234.46万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $199.51万 | 1.54% | 6,095 | -320 | -5.0% | -$10.47万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $197.72万 | 1.52% | 20,134 | 2,215 | 12.4% | $21.75万 | 加仓 |
| GOOG | ALPHABET INC | $171.54万 | 1.32% | 4,855 | -607 | -11.1% | -$21.45万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $170.75万 | 1.32% | 19,142 | 2,372 | 14.1% | $21.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $167.38万 | 1.29% | 2,437 | 545 | 28.8% | $37.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.62万 | 1.20% | 3,110 | -35 | -1.1% | -$1.75万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $143.19万 | 1.10% | 49,444 | 1,800 | 3.8% | $5.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $123.88万 | 0.95% | 6,191 | -245 | -3.8% | -$4.90万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $114.17万 | 0.88% | 4,825 | -1,015 | -17.4% | -$24.02万 | 减仓 |
| IJR | ISHARES TR | $113.61万 | 0.88% | 7,660 | -545 | -6.6% | -$8.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $109.05万 | 0.84% | 4,294 | -435 | -9.2% | -$11.05万 | 减仓 |
| V | VISA INC | $105.67万 | 0.81% | 3,080 | 75 | 2.5% | $2.57万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $91.58万 | 0.71% | 31,569 | -448 | -1.4% | -$1.30万 | 减仓 |
| WMT | WALMART INC | $86.19万 | 0.66% | 7,610 | -185 | -2.4% | -$2.10万 | 减仓 |
| ORCL | ORACLE CORP | $82.87万 | 0.64% | 5,655 | -70 | -1.2% | -$1.03万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $78.32万 | 0.60% | 30,691 | 3,843 | 14.3% | $9.81万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $77.21万 | 0.60% | 1,540 | 5 | 0.3% | $2,507 | 加仓 |
| HD | HOME DEPOT INC | $68.67万 | 0.53% | 1,947 | 5 | 0.3% | $1,763 | 加仓 |
| NEE | NEXTERA ENERGY INC | $68.24万 | 0.53% | 7,775 | 25 | 0.3% | $2,194 | 加仓 |
| — | EXXON MOBIL CORP | $67.64万 | 0.52% | 4,947 | -98 | -1.9% | -$1.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.55万 | 0.50% | 690 | -71 | -9.3% | -$6.64万 | 减仓 |
| TJX | TJX COS INC NEW | $63.33万 | 0.49% | 4,180 | -545 | -11.5% | -$8.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $60.72万 | 0.47% | 4,141 | 25 | 0.6% | $3,666 | 加仓 |
| DHR | DANAHER CORP DEL | $60.12万 | 0.46% | 3,156 | 81 | 2.6% | $1.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $59.70万 | 0.46% | 1,765 | 945 | 115.2% | $31.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.48万 | 0.44% | 2,044 | 3 | 0.1% | $844 | 加仓 |
| DLS | WISDOMTREE TR | $50.48万 | 0.39% | 6,025 | -1,645 | -21.4% | -$13.78万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $49.06万 | 0.38% | 1,715 | 295 | 20.8% | $8.44万 | 加仓 |
| AMGN | AMGEN INC | $48.81万 | 0.38% | 1,348 | -194 | -12.6% | -$7.03万 | 减仓 |
| BLK | BLACKROCK INC | $47.50万 | 0.37% | 494 | -14 | -2.8% | -$1.35万 | 减仓 |
| LOW | LOWES COS INC | $43.55万 | 0.34% | 1,975 | -285 | -12.6% | -$6.28万 | 减仓 |
| RTX | RTX CORPORATION | $43.20万 | 0.33% | 2,277 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $42.52万 | 0.33% | 6,226 | 125 | 2.0% | $8,536 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $42.06万 | 0.32% | 1,555 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.16万 | 0.32% | 5,064 | 110 | 2.2% | $8,940 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $40.55万 | 0.31% | 12,788 | 1,043 | 8.9% | $3.31万 | 加仓 |
| PFXF | VANECK ETF TRUST | $39.90万 | 0.31% | 22,365 | 125 | 0.6% | $2,230 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.80万 | 0.31% | 9,400 | 250 | 2.7% | $1.06万 | 加仓 |
| PNR | PENTAIR PLC | $38.75万 | 0.30% | 5,055 | 5,055 | — | $38.75万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $38.47万 | 0.30% | 2,950 | -175 | -5.6% | -$2.28万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $38.19万 | 0.29% | 7,790 | -1,265 | -14.0% | -$6.20万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $33.88万 | 0.26% | 9,190 | 487 | 5.6% | $1.80万 | 加仓 |
| CB | CHUBB LIMITED | $33.43万 | 0.26% | 981 | 61 | 6.6% | $2.08万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $33.31万 | 0.26% | 5,755 | 810 | 16.4% | $4.69万 | 加仓 |
| IGSB | ISHARES TR | $32.96万 | 0.25% | 6,288 | 766 | 13.9% | $4.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.35万 | 0.23% | 2,402 | 130 | 5.7% | $1.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $29.67万 | 0.23% | 5,889 | 454 | 8.4% | $2.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $28.98万 | 0.22% | 1,220 | 1,220 | — | $28.98万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.67万 | 0.21% | 1,669 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $27.09万 | 0.21% | 1,210 | -1,249 | -50.8% | -$27.97万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $26.75万 | 0.21% | 1,210 | 1,210 | — | $26.75万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.10万 | 0.19% | 1,408 | 1,408 | — | $25.10万 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $24.83万 | 0.19% | 5,072 | -923 | -15.4% | -$4.52万 | 减仓 |
| DIS | DISNEY WALT CO | $22.97万 | 0.18% | 2,386 | 136 | 6.0% | $1.31万 | 加仓 |
| AMZN | AMAZON COM INC | $20.26万 | 0.16% | 850 | 850 | — | $20.26万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $17.05万 | 0.13% | 12,515 | 2,255 | 22.0% | $3.07万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,152 | -100.0% | -$193.71万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$38.14万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -870 | -100.0% | -$25.02万 | 清仓 |