TANDEMGROWTH FINANCIAL ADVISORS LLC
ALPHARETTA GA · SEC CIK 0002110449
$1.22亿2026Q2 申报市值
27持仓数
88.9%前十大占比 · 第一大 25.8%
3 / 0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
AVUS 加仓+$73.50万
SCHP 加仓+$70.19万
DFIC 加仓+$60.43万
AVUV 加仓+$49.97万
DFSD 新建仓+$32.82万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$41.83万
DFNM 减仓-$4.64万
TIP 减仓-$3.59万
DFAX 减仓-$1.18万
DISV 减仓-$1.11万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $3,158.09万 | 25.81% | 246,572 | 5,739 | 2.4% | $73.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,004.66万 | 16.38% | 480,387 | 7,759 | 1.6% | $32.38万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,868.49万 | 15.27% | 705,091 | 26,487 | 3.9% | $70.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,169.57万 | 9.56% | 263,655 | -9,429 | -3.5% | -$41.83万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $732.14万 | 5.98% | 196,494 | 16,219 | 9.0% | $60.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $505.30万 | 4.13% | 40,501 | 4,005 | 11.0% | $49.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $451.80万 | 3.69% | 46,823 | 2,395 | 5.4% | $23.11万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $420.34万 | 3.43% | 40,790 | 1,447 | 3.7% | $14.91万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $295.47万 | 2.41% | 61,130 | -959 | -1.5% | -$4.64万 | 减仓 |
| TIP | ISHARES TR | $269.61万 | 2.20% | 24,638 | -328 | -1.3% | -$3.59万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $209.68万 | 1.71% | 56,918 | -319 | -0.6% | -$1.18万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $192.23万 | 1.57% | 21,551 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $174.16万 | 1.42% | 1,722 | 165 | 10.6% | $16.69万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $132.91万 | 1.09% | 34,263 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $92.11万 | 0.75% | 13,178 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $79.53万 | 0.65% | 19,818 | -277 | -1.4% | -$1.11万 | 减仓 |
| HD | HOME DEPOT INC | $72.48万 | 0.59% | 2,055 | 229 | 12.5% | $8.08万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $70.59万 | 0.58% | 24,368 | 2,156 | 9.7% | $6.25万 | 加仓 |
| IWF | ISHARES TR | $66.64万 | 0.54% | 5,367 | -1 | -0.0% | -$124 | 减仓 |
| MTUM | ISHARES TR | $62.57万 | 0.51% | 1,825 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.26万 | 0.36% | 369 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $35.65万 | 0.29% | 8,773 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $32.82万 | 0.27% | 6,874 | 6,874 | — | $32.82万 | 新建仓 |
| EFX | EQUIFAX INC | $26.73万 | 0.22% | 1,684 | 0 | 0.0% | — | 重新持有 |
| IWD | ISHARES TR | $26.61万 | 0.22% | 1,098 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.25万 | 0.18% | 4,595 | 4,595 | — | $22.25万 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $20.89万 | 0.17% | 4,409 | 4,409 | — | $20.89万 | 新建仓 |