Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 49
- 較 2025 年第 1 季 −4
- 總值
- $2.02 億
- 較 2025 年第 1 季 +$1,103 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 374,285 | $3,713 萬 | 18.4% | −21,433−5.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 265,404 | $2,372 萬 | 11.7% | +75,497+39.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 31,828 | $1,803 萬 | 8.9% | +2,577+8.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,238 | $1,683 萬 | 8.3% | +4,187+18.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 238,806 | $1,527 萬 | 7.6% | +39,258+19.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 145,662 | $1,368 萬 | 6.8% | −8,425−5.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 71,863 | $1,306 萬 | 6.5% | +10,970+18.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 161,161 | $1,281 萬 | 6.3% | −10,124−5.9% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 13,562 | $899.5 萬 | 4.4% | +8,815+185.7% | 加碼 | – |
| Ea Series Trust02072L839 | ARGENT MID CAP | 182,862 | $608.2 萬 | 3.0% | +42,530+30.3% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 28,466 | $502.5 萬 | 2.5% | +28,466 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,705 | $416.5 萬 | 2.1% | −842−5.8% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 26,050 | $331.6 萬 | 1.6% | +757+3.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 38,055 | $280.2 萬 | 1.4% | +1,045+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,958 | $147.1 萬 | 0.7% | +270+10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,883 | $129.1 萬 | 0.6% | +896+18.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,196 | $127.1 萬 | 0.6% | +516+9.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,552 | $114.6 萬 | 0.6% | +51+3.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,657 | $105.2 萬 | 0.5% | +1,082+19.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,620 | $99.8 萬 | 0.5% | +1,417+64.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,595 | $98.6 萬 | 0.5% | +995+21.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,043 | $93.4 萬 | 0.5% | +16+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 943 | $93.4 萬 | 0.5% | +180+23.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,216 | $79.1 萬 | 0.4% | +913+70.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 952 | $74.2 萬 | 0.4% | −32−3.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,693 | $67.8 萬 | 0.3% | −227−5.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,249 | $65.2 萬 | 0.3% | +126+5.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,052 | $59.8 萬 | 0.3% | +382+5.7% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $56.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 11,459 | $54.2 萬 | 0.3% | +1,642+16.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,258 | $46.2 萬 | 0.2% | +1,033+84.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 953 | $44.7 萬 | 0.2% | −54−5.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,420 | $44.3 萬 | 0.2% | −38−0.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,105 | $42.9 萬 | 0.2% | +236+27.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 607 | $42.4 萬 | 0.2% | +45+8.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,281 | $37.1 萬 | 0.2% | −155−10.8% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 8,952 | $37.1 萬 | 0.2% | +47+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 1,037 | $36.8 萬 | 0.2% | −69−6.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,047 | $35.9 萬 | 0.2% | +17+1.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,348 | $35.1 萬 | 0.2% | +550+30.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,173 | $34.6 萬 | 0.2% | −49−2.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,699 | $33.3 萬 | 0.2% | −220−7.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 782 | $31.7 萬 | 0.2% | +145+22.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 861 | $31.6 萬 | 0.2% | +83+10.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 411 | $29.1 萬 | 0.1% | +411 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 912 | $28.5 萬 | 0.1% | −122−11.8% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 73 | $27.1 萬 | 0.1% | −14−16.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 188 | $25.2 萬 | 0.1% | −62−24.8% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,144 | $22.7 萬 | 0.1% | −180−7.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 17,323 | $812.3 萬 | 4.2% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 71,219 | $744.0 萬 | 3.9% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 148,832 | $650.5 萬 | 3.4% | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 4,580 | $45.2 萬 | 0.2% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,934 | $39.8 萬 | 0.2% | 歷史 |
| HONHoneywell International Inc | COM | 1,316 | $27.9 萬 | 0.1% | 歷史 |