Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/6 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 47
- 較 2025 年第 4 季 0
- 總值
- $2.24 億
- 較 2025 年第 4 季 +$125.7 萬 (+0.6%)
| 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 | 343,924 | $3,414 萬 | 15.2% | −24,422−6.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 40,661 | $2,508 萬 | 11.2% | −638−1.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 235,056 | $2,283 萬 | 10.2% | +6,741+3.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 266,100 | $2,109 萬 | 9.4% | +82,717+45.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 356,191 | $2,023 萬 | 9.0% | +127,575+55.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 226,014 | $1,586 萬 | 7.1% | +653+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,199 | $1,509 萬 | 6.7% | −46,711−66.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 69,830 | $1,340 萬 | 6.0% | +5,299+8.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 126,557 | $1,202 萬 | 5.4% | −49,501−28.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 9,316 | $650.0 萬 | 2.9% | −3,863−29.3% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 27,577 | $333.2 萬 | 1.5% | +214+0.8% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 10,356 | $323.3 萬 | 1.4% | +10,356 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,026 | $321.6 萬 | 1.4% | −2,558−20.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 31,627 | $232.9 萬 | 1.0% | −10,042−24.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,357 | $174.1 萬 | 0.8% | +1,658+24.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,973 | $151.6 萬 | 0.7% | +300+5.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,330 | $132.5 萬 | 0.6% | +20+1.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,520 | $131.1 萬 | 0.6% | +268+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,354 | $124.2 萬 | 0.6% | +250+8.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,296 | $123.5 萬 | 0.6% | −314−6.8% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 771 | $113.5 萬 | 0.5% | −145−15.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,749 | $100.1 萬 | 0.4% | +85+5.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,949 | $97.7 萬 | 0.4% | −2,250−12.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,043 | $95.9 萬 | 0.4% | −144−12.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,021 | $93.5 萬 | 0.4% | +361+13.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,711 | $91.6 萬 | 0.4% | +1,581+38.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,429 | $86.9 萬 | 0.4% | +51+2.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,257 | $84.7 萬 | 0.4% | +1,998+88.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,655 | $78.1 萬 | 0.3% | +317+13.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,446 | $75.5 萬 | 0.3% | +332+2.1% | 加碼 | – |
| LINLinde PLC | Stock | 1,336 | $66.2 萬 | 0.3% | +90+7.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,639 | $61.6 萬 | 0.3% | +1,268+11.2% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 174 | $58.8 萬 | 0.3% | +25+16.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 650 | $55.0 萬 | 0.2% | −5−0.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,640 | $53.5 萬 | 0.2% | −133−7.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,269 | $52.2 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,048 | $51.5 萬 | 0.2% | +92+9.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 564 | $50.5 萬 | 0.2% | −74−11.6% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 12,215 | $49.9 萬 | 0.2% | +583+5.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,588 | $49.2 萬 | 0.2% | +9,567+95.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 673 | $47.7 萬 | 0.2% | −264−28.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,942 | $47.5 萬 | 0.2% | +2,022+69.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,568 | $47.4 萬 | 0.2% | +202+14.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,460 | $46.8 萬 | 0.2% | +40+2.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,181 | $38.8 萬 | 0.2% | +134+12.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,388 | $33.3 萬 | 0.1% | +3,388 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,095 | $30.2 萬 | 0.1% | −1,122−18.0% | 減碼 | – |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。