Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 47
- 較 2025 年第 3 季 0
- 總值
- $2.23 億
- 較 2025 年第 3 季 +$1,271 萬 (+6.0%)
| 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 | 368,346 | $4,273 萬 | 19.2% | −33,995−8.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 41,299 | $2,547 萬 | 11.4% | +10,504+34.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 228,315 | $1,836 萬 | 8.2% | +43,705+23.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 69,910 | $1,741 萬 | 7.8% | +44,280+172.8% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 225,361 | $1,637 萬 | 7.3% | −10,540−4.5% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 176,058 | $1,567 萬 | 7.0% | +19,696+12.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 183,383 | $1,462 萬 | 6.6% | +8,567+4.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 64,531 | $1,362 萬 | 6.1% | −6,023−8.5% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 228,616 | $1,356 萬 | 6.1% | −10,709−4.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 13,179 | $856.3 萬 | 3.8% | +1,736+15.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,584 | $421.9 萬 | 1.9% | −212−1.7% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 27,363 | $342.1 萬 | 1.5% | +2,043+8.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 41,669 | $308.6 萬 | 1.4% | +840+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,699 | $154.6 萬 | 0.7% | +1,186+21.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,673 | $154.2 萬 | 0.7% | +206+3.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,104 | $150.1 萬 | 0.7% | +476+18.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,610 | $144.3 萬 | 0.6% | +598+14.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,252 | $135.2 萬 | 0.6% | +2,280+45.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,187 | $127.6 萬 | 0.6% | +120+11.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,310 | $113.0 萬 | 0.5% | +223+20.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 916 | $111.3 萬 | 0.5% | +131+16.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,664 | $109.8 萬 | 0.5% | +337+25.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,660 | $92.1 萬 | 0.4% | +428+19.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,199 | $81.4 萬 | 0.4% | +3,117+20.7% | 加碼依 2 比 1 拆股換算 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 4,792 | $77.6 萬 | 0.3% | +876+22.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,130 | $76.1 萬 | 0.3% | +783+23.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,378 | $75.7 萬 | 0.3% | +470+24.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,338 | $75.3 萬 | 0.3% | +399+20.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,114 | $68.8 萬 | 0.3% | +2,722+20.3% | 加碼依 2 比 1 拆股換算 | – |
| BACBank of America Corp | Stock | 11,371 | $62.5 萬 | 0.3% | +1,861+19.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 655 | $57.6 萬 | 0.3% | +104+18.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 638 | $56.1 萬 | 0.3% | +95+17.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 956 | $55.4 萬 | 0.2% | +130+15.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,773 | $55.3 萬 | 0.2% | +267+17.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 937 | $53.7 萬 | 0.2% | +115+14.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,246 | $53.1 萬 | 0.2% | +237+23.5% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 149 | $50.5 萬 | 0.2% | +28+23.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,266 | $50.2 萬 | 0.2% | +481+17.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,259 | $49.0 萬 | 0.2% | +395+21.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,366 | $47.9 萬 | 0.2% | +226+19.8% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 11,632 | $46.9 萬 | 0.2% | +2,080+21.8% | 加碼 | – |
| SHWSherwin Williams Co | COM | 1,420 | $46.0 萬 | 0.2% | +262+22.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,411 | $37.2 萬 | 0.2% | +506+26.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,047 | $36.0 萬 | 0.2% | +207+24.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,217 | $36.0 萬 | 0.2% | +6,217 | 新進 | – |
| NFLXNetflix Inc | Stock | 2,920 | $27.4 萬 | 0.1% | +600+25.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,021 | $26.3 萬 | 0.1% | +10,021 | 新進 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。