TANDEMGROWTH FINANCIAL ADVISORS LLC
ALPHARETTA GA · SEC CIK 0002110449
$1.06亿2026Q1 申报市值
22持仓数
90.9%前十大占比 · 第一大 25.2%
0 / 0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
SCHP 加仓+$158.69万
DFIC 加仓+$78.19万
DFNM 加仓+$30.03万
AVDV 加仓+$24.75万
AVUV 加仓+$14.32万
2026Q1 卖出最多 按季末市值估算
AVUS 减仓-$791.72万
DIMENSIONAL ETF 减仓-$125.00万
DIMENSIONAL ETF 减仓-$36.09万
HD 减仓-$15.39万
AVEM 减仓-$8.85万
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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWD | ISHARES TR | $23.45万 | 0.22% | 1,098 | -25 | -2.2% | -$5,340 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $30.31万 | 0.29% | 8,773 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.94万 | 0.32% | 369 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $43.80万 | 0.41% | 1,825 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $57.21万 | 0.54% | 1,342 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $59.04万 | 0.56% | 22,212 | 2,744 | 14.1% | $7.29万 | 加仓 |
| HD | HOME DEPOT INC | $60.06万 | 0.57% | 1,826 | -468 | -20.4% | -$15.39万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $79.25万 | 0.75% | 20,095 | 307 | 1.6% | $1.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $82.30万 | 0.78% | 13,178 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $120.06万 | 1.13% | 34,263 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $182.84万 | 1.72% | 21,551 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $194.43万 | 1.83% | 57,237 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $275.52万 | 2.60% | 24,966 | -387 | -1.5% | -$4.27万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $297.59万 | 2.80% | 62,089 | 6,265 | 11.2% | $30.03万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $358.00万 | 3.37% | 44,428 | -1,098 | -2.4% | -$8.85万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $392.88万 | 3.70% | 39,343 | 2,478 | 6.7% | $24.75万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $403.18万 | 3.80% | 36,496 | 1,296 | 3.7% | $14.32万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $640.52万 | 6.03% | 180,275 | 22,006 | 13.9% | $78.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,061.20万 | 10.00% | 273,084 | -32,168 | -10.5% | -$125.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,737.38万 | 16.37% | 472,628 | -9,817 | -2.0% | -$36.09万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,805.77万 | 17.01% | 678,604 | 59,637 | 9.6% | $158.69万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,677.58万 | 25.22% | 240,833 | -71,211 | -22.8% | -$791.72万 | 减仓 |