Seneca House Advisors
RICHMOND VA · SEC CIK 0001731359
$2.83亿2026Q2 申报市值
103持仓数
48.7%前十大占比 · 第一大 10.2%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JAAA 加仓+$997.23万
RSP 加仓+$628.18万
ANET 新建仓+$462.82万
FCX 加仓+$203.57万
USLM 新建仓+$152.96万
2026Q2 卖出最多 按季末市值估算
TJX 清仓-$430.48万
JSI 清仓-$423.57万
CRWD 减仓-$336.70万
SCHW 清仓-$281.61万
MSFT 减仓-$179.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -26,956 | -100.0% | -$430.48万 | 清仓 |
| JSI | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -82,166 | -100.0% | -$423.57万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -29,965 | -100.0% | -$281.61万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,481 | -100.0% | -$59.05万 | 清仓 |
| VGT | VANGUARD WORLD FD | $20.08万 | 0.07% | 1,680 | 1,680 | — | $20.08万 | 新建仓 |
| WMT | WALMART INC | $20.12万 | 0.07% | 1,777 | 140 | 8.6% | $1.59万 | 加仓 |
| CAT | CATERPILLAR INC | $20.44万 | 0.07% | 192 | 192 | — | $20.44万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $20.81万 | 0.07% | 3,258 | -4,533 | -58.2% | -$28.96万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.49万 | 0.08% | 3,730 | 1 | 0.0% | $58 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.64万 | 0.08% | 559 | -103 | -15.6% | -$3.99万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $21.85万 | 0.08% | 646 | 94 | 17.0% | $3.18万 | 重新持有 |
| MTB | M & T BK CORP | $22.13万 | 0.08% | 930 | -500 | -35.0% | -$11.90万 | 重新持有 |
| MRK | MERCK & CO INC | $22.36万 | 0.08% | 1,740 | 76 | 4.6% | $9,764 | 加仓 |
| DOV | DOVER CORP | $24.16万 | 0.09% | 1,077 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $24.53万 | 0.09% | 357 | -169 | -32.1% | -$11.61万 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $24.74万 | 0.09% | 25,322 | 434 | 1.7% | $4,240 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.01万 | 0.09% | 7,391 | -2,111 | -22.2% | -$7.14万 | 减仓 |
| SDY | SPDR SERIES TRUST | $25.38万 | 0.09% | 1,668 | 11 | 0.7% | $1,674 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.86万 | 0.09% | 622 | -51 | -7.6% | -$2.12万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $27.68万 | 0.10% | 3,051 | 462 | 17.8% | $4.19万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.99万 | 0.10% | 287 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.88万 | 0.11% | 2,629 | 2,629 | — | $30.88万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $31.42万 | 0.11% | 3,647 | -67 | -1.8% | -$5,772 | 减仓 |
| TSLA | TESLA INC | $31.42万 | 0.11% | 747 | 106 | 16.5% | $4.46万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $31.44万 | 0.11% | 2,737 | 2 | 0.1% | $230 | 加仓 |
| IYW | ISHARES TR | $32.99万 | 0.12% | 1,308 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.77万 | 0.13% | 4,776 | -281 | -5.6% | -$2.10万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $37.10万 | 0.13% | 10,268 | 767 | 8.1% | $2.77万 | 加仓 |
| IDXX | IDEXX LABS INC | $37.11万 | 0.13% | 705 | -23 | -3.2% | -$1.21万 | 减仓 |
| LOW | LOWES COS INC | $39.54万 | 0.14% | 1,793 | -107 | -5.6% | -$2.36万 | 减仓 |
| MUNI | PIMCO ETF TR | $41.61万 | 0.15% | 7,910 | -20,125 | -71.8% | -$105.86万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $42.42万 | 0.15% | 368 | 368 | — | $42.42万 | 新建仓 |
| OEF | ISHARES TR | $44.84万 | 0.16% | 1,226 | 2 | 0.2% | $732 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $45.41万 | 0.16% | 464 | 4 | 0.9% | $3,915 | 加仓 |
| NEE | NEXTERA ENERGY INC | $49.41万 | 0.17% | 5,630 | -313 | -5.3% | -$2.75万 | 减仓 |
| META | META PLATFORMS INC | $54.12万 | 0.19% | 961 | 104 | 12.1% | $5.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.54万 | 0.19% | 17,200 | -1,558 | -8.3% | -$4.94万 | 减仓 |
| ORCL | ORACLE CORP | $56.04万 | 0.20% | 3,824 | -212 | -5.3% | -$3.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $57.31万 | 0.20% | 19,788 | -33 | -0.2% | -$956 | 减仓 |
| AVGO | BROADCOM INC | $59.34万 | 0.21% | 1,571 | 238 | 17.9% | $8.99万 | 加仓 |
| ABBV | ABBVIE INC | $59.66万 | 0.21% | 2,371 | 104 | 4.6% | $2.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.00万 | 0.22% | 1,050 | 65 | 6.6% | $3.78万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $61.73万 | 0.22% | 1,962 | -13 | -0.7% | -$4,090 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.75万 | 0.23% | 1,294 | 61 | 4.9% | $3.05万 | 加仓 |
| SO | SOUTHERN CO | $65.53万 | 0.23% | 6,847 | 47 | 0.7% | $4,499 | 加仓 |
| HD | HOME DEPOT INC | $66.88万 | 0.24% | 1,896 | -299 | -13.6% | -$10.55万 | 减仓 |
| WM | WASTE MGMT INC DEL | $67.85万 | 0.24% | 3,044 | -10 | -0.3% | -$2,229 | 减仓 |
| IBDS | ISHARES TR | $69.48万 | 0.25% | 28,686 | 1,558 | 5.7% | $3.77万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $70.04万 | 0.25% | 1,623 | 13 | 0.8% | $5,610 | 加仓 |
| D | DOMINION ENERGY INC | $72.88万 | 0.26% | 10,673 | -372 | -3.4% | -$2.54万 | 减仓 |
| PEP | PEPSICO INC | $75.77万 | 0.27% | 5,596 | -847 | -13.1% | -$11.47万 | 减仓 |
| IVV | ISHARES TR | $79.10万 | 0.28% | 1,056 | 1 | 0.1% | $749 | 加仓 |
| IBDU | ISHARES TR | $79.63万 | 0.28% | 34,383 | -6,400 | -15.7% | -$14.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.73万 | 0.29% | 1,886 | 31 | 1.7% | $1.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $85.77万 | 0.30% | 2,838 | -24 | -0.8% | -$7,253 | 减仓 |
| IJH | ISHARES TR | $94.89万 | 0.34% | 12,305 | 307 | 2.6% | $2.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $96.16万 | 0.34% | 5,801 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $99.97万 | 0.35% | 16,328 | -281 | -1.7% | -$1.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.58万 | 0.37% | 1,400 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $107.84万 | 0.38% | 2,117 | 4 | 0.2% | $2,038 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $108.56万 | 0.38% | 5,411 | -133 | -2.4% | -$2.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $114.55万 | 0.40% | 7,812 | -675 | -8.0% | -$9.90万 | 减仓 |
| CSX | CSX CORP | $118.94万 | 0.42% | 25,024 | 87 | 0.3% | $4,135 | 加仓 |
| IWM | ISHARES TR | $122.67万 | 0.43% | 4,083 | -41 | -1.0% | -$1.23万 | 减仓 |
| IBDR | ISHARES TR | $123.63万 | 0.44% | 51,022 | 16,833 | 49.2% | $40.79万 | 加仓 |
| LLY | ELI LILLY & CO | $125.24万 | 0.44% | 1,044 | 44 | 4.4% | $5.28万 | 加仓 |
| IVW | ISHARES TR | $127.95万 | 0.45% | 9,304 | -10 | -0.1% | -$1,375 | 减仓 |
| BAC | BANK OF AMER CORP | $130.50万 | 0.46% | 22,903 | -427 | -1.8% | -$2.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $147.87万 | 0.52% | 8,174 | 20 | 0.2% | $3,618 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.53% | 2 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $152.96万 | 0.54% | 14,614 | 14,614 | — | $152.96万 | 新建仓 |
| BX | BLACKSTONE INC | $160.73万 | 0.57% | 13,660 | -2,424 | -15.1% | -$28.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $165.72万 | 0.59% | 8,282 | 2,329 | 39.1% | $46.60万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $169.21万 | 0.60% | 57,494 | -7,068 | -10.9% | -$20.80万 | 减仓 |
| AMZN | AMAZON COM INC | $176.28万 | 0.62% | 7,396 | 253 | 3.5% | $6.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $186.67万 | 0.66% | 7,350 | 26 | 0.4% | $6,603 | 加仓 |
| GOOG | ALPHABET INC | $195.45万 | 0.69% | 5,532 | 1 | 0.0% | $353 | 加仓 |
| IBDY | ISHARES TR | $226.76万 | 0.80% | 88,080 | -6,760 | -7.1% | -$17.40万 | 减仓 |
| IBDX | ISHARES TR | $285.15万 | 1.01% | 113,199 | -5,795 | -4.9% | -$14.60万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $316.73万 | 1.12% | 50,362 | 32,369 | 179.9% | $203.57万 | 加仓 |
| MELI | MERCADOLIBRE INC | $324.88万 | 1.15% | 1,914 | 147 | 8.3% | $24.95万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $330.74万 | 1.17% | 32,785 | 8,013 | 32.3% | $80.84万 | 加仓 |
| IVE | ISHARES TR | $335.09万 | 1.18% | 14,758 | -425 | -2.8% | -$9.65万 | 减仓 |
| KR | KROGER CO | $355.42万 | 1.26% | 64,005 | 7,986 | 14.3% | $44.35万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $365.59万 | 1.29% | 31,985 | -4,408 | -12.1% | -$50.38万 | 减仓 |
| OKE | ONEOK INC NEW | $387.73万 | 1.37% | 44,598 | -9,594 | -17.7% | -$83.41万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $409.75万 | 1.45% | 83,504 | -35,333 | -29.7% | -$173.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $462.82万 | 1.64% | 27,244 | 27,244 | — | $462.82万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $489.87万 | 1.73% | 13,219 | -1,505 | -10.2% | -$55.77万 | 减仓 |
| V | VISA INC | $548.63万 | 1.94% | 15,991 | 3,274 | 25.7% | $112.33万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $558.13万 | 1.97% | 25,801 | 6,908 | 36.6% | $149.43万 | 加仓 |
| AAPL | APPLE INC | $612.59万 | 2.17% | 21,171 | 858 | 4.2% | $24.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $621.63万 | 2.20% | 86,397 | -3,438 | -3.8% | -$24.74万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $627.14万 | 2.22% | 39,683 | 2,199 | 5.9% | $34.75万 | 加仓 |
| EME | EMCOR GROUP INC | $647.64万 | 2.29% | 7,804 | 1,269 | 19.4% | $105.31万 | 加仓 |
| VMC | VULCAN MATLS CO | $652.10万 | 2.31% | 22,104 | -1,543 | -6.5% | -$45.52万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $711.78万 | 2.52% | 9,327 | -4,412 | -32.1% | -$336.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $799.74万 | 2.83% | 24,432 | -461 | -1.9% | -$15.09万 | 减仓 |
| WPC | WP CAREY INC | $863.22万 | 3.05% | 120,725 | 495 | 0.4% | $3.54万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $945.49万 | 3.34% | 577,201 | -44,527 | -7.2% | -$72.94万 | 减仓 |