Tandem Investment Partners LLC
CIK 2056333 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $129.7M
- 持仓
- 76
- 截至
- 2026年6月30日
按 13F 价值排名第 7830（共 9443） · 前 82.9%
投资组合价值同比（季度）：+10.0% 13F不披露现金
- 前十大持仓权重
- 46.87%
- 前二十五大持仓权重
- 77.57%
- 持仓高于 1%
- 27
- 有效持仓数量
- 31.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.83% 估计买入 $12754250 · 卖出 $5984932
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.4% 仍持有
- 新仓位
- 7
- 增加
- 41
- 减少
- 25
- 已结清
- 4
本页内容
行业细分
Technology
6.1%
Healthcare
2.7%
Retail
2.7%
Financials
1.8%
Financial Services
1.6%
Communication Services
1.5%
Industrials
1.0%
Utilities
0.9%
Energy
0.7%
Consumer products
0.5%
Consumer Staples
0.3%
Telecommunication
0.3%
Consumer Discretionary
0.2%
N/A
0.1%
其他/未映射
79.6%
完整投资组合 76 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VCRB Vanguard Core Bond ETF | $8608511 | 6.63% | 111462 | $555342 | 上涨 ×6 | ||
| SPYM | $8477432 | 6.53% | 96466 | $1299664 | 上涨 ×2 | ||
| SPY SPY | $8235380 | 6.35% | 11028 | $708995 | 下跌 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $6494932 | 5.01% | 75973 | $700270 | 上涨 ×1 | ||
| COWZ | $6125269 | 4.72% | 98477 | $59139 | 上涨 ×1 | ||
| VGT | $5824807 | 4.49% | 48735 | $974258 | 上涨 ×2 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $5117662 | 3.94% | 127475 | $924322 | 上涨 ×3 | ||
| MDY | $4165883 | 3.21% | 5923 | $458539 | 下跌 ×6 | ||
| VTI | $4010494 | 3.09% | 10838 | $112332 | 下跌 ×6 | ||
| XLV XLV | $3752309 | 2.89% | 23650 | $536419 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3613458 | 2.79% | 43720 | $248429 | 上涨 ×6 | ||
| SPMD | $3468530 | 2.67% | 51340 | $495094 | 上涨 ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $3441129 | 2.65% | 58344 | $214472 | 上涨 ×6 | ||
| FLRN | $3400750 | 2.62% | 110235 | $75740 | 上涨 ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3313800 | 2.55% | 4500 | $354598 | 下跌 ×6 | ||
| RSP | $3119208 | 2.40% | 14660 | $312378 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2864953 | 2.21% | 9901 | $347102 | 下跌 ×4 | ||
| SPSM | $2760951 | 2.13% | 47875 | $465268 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2434329 | 1.88% | 6526 | $40440 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 78468R390) | $2344609 | 1.81% | 94010 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1995076 | 1.54% | 6095 | $108040 | 下跌 ×4 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1977159 | 1.52% | 20134 | $288472 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1715417 | 1.32% | 4855 | $148588 | 下跌 ×4 | ||
| AVDE | $1707466 | 1.32% | 19142 | $284699 | 上涨 ×1 | ||
| VOO | $1673756 | 1.29% | 2437 | $543191 | 上涨 ×1 | ||
| BRKB | $1556213 | 1.20% | 3110 | $49129 | 下跌 ×4 | ||
| SCHB | $1431898 | 1.10% | 49444 | $236034 | 上涨 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $1238757 | 0.95% | 6191 | $116319 | 下跌 ×1 | ||
| VIG | $1141692 | 0.88% | 4825 | $-114258 | 下跌 ×4 | ||
| IJR | $1136055 | 0.88% | 7660 | $116091 | 下跌 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $1090547 | 0.84% | 4294 | $-65410 | 下跌 ×4 | ||
| V Visa Inc. | $1056717 | 0.81% | 3080 | $148486 | 上涨 ×2 | ||
| SPTS | $915817 | 0.71% | 31569 | $-18439 | 下跌 ×3 | ||
| WMT Walmart Inc. - Common Stock | $861909 | 0.66% | 7610 | $-106854 | 下跌 ×4 | ||
| ORCL Oracle Corporation Common Stock | $828740 | 0.64% | 5655 | $-13465 | 下跌 ×4 | ||
| SPAB | $783234 | 0.60% | 30691 | $95388 | 上涨 ×5 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $772094 | 0.60% | 1540 | $17595 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $686668 | 0.53% | 1947 | $47964 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $682412 | 0.53% | 7775 | $-37408 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $676354 | 0.52% | 4947 | $-179581 | 下跌 ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $645474 | 0.50% | 690 | $-112809 | 下跌 ×3 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $633270 | 0.49% | 4180 | $-121313 | 下跌 ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $607236 | 0.47% | 4141 | $12721 | 上涨 ×1 | ||
| DHR Danaher Corporation Common Stock | $601155 | 0.46% | 3156 | $18135 | 上涨 ×2 | ||
| AXP American Express Company Common Stock | $597011 | 0.46% | 1765 | $348977 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $574793 | 0.44% | 2044 | $80075 | 上涨 ×2 | ||
| DLS | $504835 | 0.39% | 6025 | $-120270 | 下跌 ×2 | ||
| PTL | $490644 | 0.38% | 1715 | $134856 | 上涨 ×3 | ||
| AMGN Amgen Inc. - Common Stock | $488138 | 0.38% | 1348 | $-54415 | 下跌 ×4 | ||
| BLK BlackRock, Inc. Common Stock | $475011 | 0.37% | 494 | $-13538 | 下跌 ×3 | ||
| LOW Lowe's Companies, Inc. Common Stock | $435468 | 0.34% | 1975 | $-98525 | 下跌 ×4 | ||
| RTX RTX Corporation Common Stock | $432015 | 0.33% | 2277 | $-7218 | |||
| D Dominion Energy, Inc. Common Stock | $425174 | 0.33% | 6226 | $48010 | 上涨 ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $420581 | 0.32% | 1555 | $15830 | |||
| KO Coca-Cola Company (The) Common Stock | $411551 | 0.32% | 5064 | $34799 | 上涨 ×1 | ||
| SCHD | $405507 | 0.31% | 12788 | $45170 | 上涨 ×1 | ||
| PFXF | $398992 | 0.31% | 22365 | $8902 | 上涨 ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $397996 | 0.31% | 9400 | $-61334 | 上涨 ×1 | ||
| PNR Pentair plc. Ordinary Share | $387516 | 0.30% | 5055 | 上涨 ×1 | |||
| IVOO | $384680 | 0.30% | 2950 | $27430 | 下跌 ×1 | ||
| XTRE | $381944 | 0.29% | 7790 | $-66369 | 下跌 ×1 | ||
| SCHM | $338835 | 0.26% | 9190 | $69390 | 上涨 ×2 | ||
| CB Chubb Limited Common Stock | $334266 | 0.26% | 981 | $34410 | 上涨 ×1 | ||
| BIBL | $333099 | 0.26% | 5755 | $99942 | 上涨 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $329554 | 0.25% | 6288 | $39318 | 上涨 ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $303476 | 0.23% | 2402 | $-13152 | 上涨 ×2 | ||
| SPDW | $296747 | 0.23% | 5889 | $48639 | 上涨 ×2 | ||
| CAH Cardinal Health, Inc. Common Stock | $289823 | 0.22% | 1220 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $276653 | 0.21% | 1669 | $-68663 | |||
| 未知发行人 (CUSIP: 438516205) | $270919 | 0.21% | 1210 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $267507 | 0.21% | 1210 | 上涨 ×1 | |||
| BKNG Booking Holdings Inc. - Common Stock | $250962 | 0.19% | 1408 | 上涨 ×1 | |||
| XTWO | $248274 | 0.19% | 5072 | $-47242 | 下跌 ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $229653 | 0.18% | 2386 | $12798 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $202589 | 0.16% | 850 | 上涨 ×1 | |||
| CHY Calamos Convertible and High Income Fund - Closed End Fund | $170454 | 0.13% | 12515 | $58719 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| QQQM | 2026年6月30日 | 8152 | $1937078 | |
| VPU | 2025年9月30日 | 5545 | $978748 | 不再跟踪 |
| SGOV | 2025年9月30日 | 5669 | $570812 | -0.1% |
| HON | 2026年6月30日 | 2459 | $555808 | -1.9% |
| UNH | 2025年9月30日 | 1397 | $435822 | 12.2% |
| SNA | 2026年6月30日 | 1050 | $381381 | -2.0% |
| HEFA | 2026年3月31日 | 8900 | $368104 | 不再跟踪 |
| DIA | 2025年9月30日 | 800 | $352520 | 不再跟踪 |
| PFE | 2025年12月31日 | 11360 | $289453 | 12.7% |
| GOOGL | 2026年6月30日 | 870 | $250177 | -4.3% |
| GOOGL | 2025年3月31日 | 1165 | $220535 | 121.2% |