13FBOX
Tandem Wealth Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Tandem Wealth Advisors LLC

No.6358 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.51亿
环比变动 Q1 2026
+$2,695.3万+12.0%
持仓股票数
48
新买入
1
加仓
42
减仓
5
清仓
0
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
11.52%11.18%$2,894.7万4.1万股$2,507.8万4.1万股+495股+1.22%加仓
IiShares安硕·MSCI EAFE ETFEFA
10.1%10.18%$2,538.2万24.4万股$2,283.1万23.5万股+9,285股+3.95%加仓
IiShares安硕信托EEM
9.46%9.02%$2,378.0万34.8万股$2,022.8万35.6万股-8,581股-2.41%减仓
IiShares安硕信托AGG
9.27%15.22%$2,329.2万23.5万股$3,414.1万34.4万股-10.9万股-31.58%减仓
V先锋领航斯科茨代尔基金BSV
8.75%9.4%$2,199.0万27.8万股$2,109.4万26.6万股+1.2万股+4.57%加仓
IiShares安硕信托DGRO
6.97%7.07%$1,751.9万23.1万股$1,586.2万22.6万股+5,132股+2.27%加仓
SSPDR标普500 ETFSPY
6.57%6.73%$1,651.9万2.2万股$1,508.7万2.3万股-1,079股-4.65%减仓
I景顺交易所交易基金信托RSP
6.03%5.98%$1,515.8万7.1万股$1,340.2万7.0万股+1,413股+2.02%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
5.47%$1,374.9万26.9万股$00股+26.9万股新买入
iShares安硕·MBSACGL
5.01%5.36%$1,259.6万13.3万股$1,201.7万12.7万股+6,703股+5.30%加仓
V先锋领航全球基金VGT
2.98%2.9%$747.6万6.3万股$650.0万9,316股+5.3万股+571.43%加仓
V先锋领航全球基金VIS
1.53%1.44%$385.1万1.1万股$323.3万1.0万股+329股+3.18%加仓
V先锋领航全球基金VFH
1.49%1.49%$375.5万2.9万股$333.2万2.8万股+958股+3.47%加仓
G通用动力VTI
1.4%1.43%$351.4万9,495股$321.6万1.0万股-531股-5.30%减仓
科磊KLAC
0.94%0.51%$236.9万7,851股$113.5万771股+7,080股+918.29%加仓
亚马逊AMZN
0.81%0.78%$204.7万8,589股$174.1万8,357股+232股+2.78%加仓
PALO ALTOPANW
0.8%0.41%$200.6万5,881股$91.6万5,711股+170股+2.98%加仓
苹果AAPL
0.72%0.68%$180.8万6,249股$151.6万5,973股+276股+4.62%加仓
V先锋领航·TOTALBND
0.68%1.04%$170.6万2.3万股$232.9万3.2万股-8,386股-26.52%减仓
谷歌AGOOGL
0.63%0.55%$159.4万4,461股$123.5万4,296股+165股+3.84%加仓
英伟达NVDA
0.62%0.58%$155.5万7,773股$131.1万7,520股+253股+3.36%加仓
礼来LLY
0.54%0.43%$134.5万1,121股$95.9万1,043股+78股+7.48%加仓
微软MSFT
0.53%0.55%$132.9万3,563股$124.2万3,354股+209股+6.23%加仓
好市多COST
0.52%0.59%$131.9万1,410股$132.5万1,330股+80股+6.02%加仓
博通AVGO
0.47%0.42%$117.7万3,115股$93.5万3,021股+94股+3.11%加仓
伊顿ETN
0.44%0.39%$109.3万2,565股$86.9万2,429股+136股+5.60%加仓
Meta平台META
0.42%0.45%$105.3万1,869股$100.1万1,749股+120股+6.86%加仓
波音BA
0.39%0.38%$99.2万4,582股$84.7万4,257股+325股+7.63%加仓
摩根大通JPM
0.37%0.35%$92.5万2,826股$78.1万2,655股+171股+6.44%加仓
SSPDR行业精选信托XLE
0.36%0.44%$89.6万1.7万股$97.7万1.6万股+920股+5.77%加仓
SSPDR行业精选信托XLU
0.32%0.34%$79.6万1.8万股$75.5万1.6万股+1,121股+6.82%加仓
BBANK OF AMERBAC
0.3%0.27%$76.1万1.3万股$61.6万1.3万股+722股+5.71%加仓
卡特彼勒CAT
0.29%0.21%$73.9万694股$47.7万673股+21股+3.12%加仓
林德LIN
0.29%0.3%$73.0万1,407股$66.2万1,336股+71股+5.31%加仓
高盛GS
0.28%0.25%$69.4万686股$55.0万650股+36股+5.54%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.26%0.22%$65.2万2.3万股$49.2万2.0万股+2,936股+14.99%加仓
CHUBB LIMITEDCB
0.24%0.24%$59.6万1,750股$53.5万1,640股+110股+6.71%加仓
汽车地带AZO
0.24%0.26%$59.4万186股$58.8万174股+12股+6.90%加仓
派克汉尼汾PH
0.24%0.23%$59.2万605股$50.5万564股+41股+7.27%加仓
VisaV
0.23%0.21%$57.7万1,681股$47.4万1,568股+113股+7.21%加仓
SSPDR行业精选信托XLRE
0.23%0.22%$57.2万1.3万股$49.9万1.2万股+765股+6.26%加仓
T赛默飞世尔TMO
0.22%0.23%$56.3万1,123股$51.5万1,048股+75股+7.16%加仓
宣伟SHW
0.22%0.21%$54.6万1,585股$46.8万1,460股+125股+8.56%加仓
TJXTJX
0.21%0.23%$52.8万3,482股$52.2万3,269股+213股+6.52%加仓
家得宝HD
0.18%0.17%$45.3万1,285股$38.8万1,181股+104股+8.81%加仓
联合包裹UPSUPS
0.16%0.15%$39.5万3,673股$33.3万3,388股+285股+8.41%加仓
NETFLIXNFLX
0.15%0.21%$36.8万5,160股$47.5万4,942股+218股+4.41%加仓
S道富SPMD
0.14%0.13%$35.1万5,197股$30.2万5,095股+102股+2.00%加仓

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