Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 48
- 較 2026 年第 1 季 +1
- 總值
- $2.51 億
- 較 2026 年第 1 季 +$2,695 萬 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 41,156 | $2,895 萬 | 11.5% | +495+1.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 244,341 | $2,538 萬 | 10.1% | +9,285+4.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 347,610 | $2,378 萬 | 9.5% | −8,581−2.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 235,324 | $2,329 萬 | 9.3% | −108,600−31.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 278,252 | $2,199 萬 | 8.8% | +12,152+4.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 231,146 | $1,752 萬 | 7.0% | +5,132+2.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 22,120 | $1,652 萬 | 6.6% | −1,079−4.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 71,243 | $1,516 萬 | 6.0% | +1,413+2.0% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 269,317 | $1,375 萬 | 5.5% | +269,317 | 新進 | – |
| iShares Tr464288588 | MBS ETF | 133,260 | $1,260 萬 | 5.0% | +6,703+5.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 62,550 | $747.6 萬 | 3.0% | −11,978−16.1% | 減碼依 8 比 1 拆股換算 | – |
| Vanguard Industrials ETF92204A603 | ETF | 10,685 | $385.1 萬 | 1.5% | +329+3.2% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 28,535 | $375.5 萬 | 1.5% | +958+3.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,495 | $351.4 萬 | 1.4% | −531−5.3% | 減碼 | – |
| KLACKLA Corp | COM NEW | 7,851 | $236.9 萬 | 0.9% | +141+1.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,589 | $204.7 萬 | 0.8% | +232+2.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,881 | $200.6 萬 | 0.8% | +170+3.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,249 | $180.8 萬 | 0.7% | +276+4.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 23,241 | $170.6 萬 | 0.7% | −8,386−26.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,461 | $159.4 萬 | 0.6% | +165+3.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,773 | $155.5 萬 | 0.6% | +253+3.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,121 | $134.5 萬 | 0.5% | +78+7.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,563 | $132.9 萬 | 0.5% | +209+6.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,410 | $131.9 萬 | 0.5% | +80+6.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,115 | $117.7 萬 | 0.5% | +94+3.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,565 | $109.3 萬 | 0.4% | +136+5.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,869 | $105.3 萬 | 0.4% | +120+6.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,582 | $99.2 萬 | 0.4% | +325+7.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,826 | $92.5 萬 | 0.4% | +171+6.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,869 | $89.6 萬 | 0.4% | +920+5.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,567 | $79.6 萬 | 0.3% | +1,121+6.8% | 加碼 | – |
| BACBank of America Corp | Stock | 13,361 | $76.1 萬 | 0.3% | +722+5.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 694 | $73.9 萬 | 0.3% | +21+3.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,407 | $73.0 萬 | 0.3% | +71+5.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 686 | $69.4 萬 | 0.3% | +36+5.5% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 22,524 | $65.2 萬 | 0.3% | +2,936+15.0% | 加碼 | – |
| CBChubb Ltd | Stock | 1,750 | $59.6 萬 | 0.2% | +110+6.7% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 186 | $59.4 萬 | 0.2% | +12+6.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 605 | $59.2 萬 | 0.2% | +41+7.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,681 | $57.7 萬 | 0.2% | +113+7.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 12,980 | $57.2 萬 | 0.2% | +765+6.3% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,123 | $56.3 萬 | 0.2% | +75+7.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,585 | $54.6 萬 | 0.2% | +125+8.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,482 | $52.8 萬 | 0.2% | +213+6.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,285 | $45.3 萬 | 0.2% | +104+8.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,673 | $39.5 萬 | 0.2% | +285+8.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,160 | $36.8 萬 | 0.1% | +218+4.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,197 | $35.1 萬 | 0.1% | +102+2.0% | 加碼 | – |