Sunesis Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001748269
$2.42亿2026Q2 申报市值
61持仓数
78.9%前十大占比 · 第一大 40.3%
3 / 2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
ISTB 新建仓+$265.48万
VTES 加仓+$79.40万
SUB 加仓+$59.72万
VTV 新建仓+$21.55万
IJS 新建仓+$20.15万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$127.18万
BNY 减仓-$125.43万
VEA 减仓-$125.11万
AGG 减仓-$35.77万
SHW 清仓-$30.68万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $9,740.40万 | 40.27% | 263,225 | -3,437 | -1.3% | -$127.18万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,021.89万 | 8.36% | 27 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1,992.86万 | 8.24% | 201,340 | -3,614 | -1.8% | -$35.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,591.02万 | 6.58% | 223,301 | -17,560 | -7.3% | -$125.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,215.72万 | 5.03% | 142,206 | 791 | 0.6% | $6.76万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $595.49万 | 2.46% | 76,433 | 76 | 0.1% | $5,921 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $593.64万 | 2.45% | 77,398 | 3 | 0.0% | $230 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $483.31万 | 2.00% | 6,472 | -65 | -1.0% | -$4.85万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $462.74万 | 1.91% | 156,862 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $383.35万 | 1.59% | 52,221 | 750 | 1.5% | $5.51万 | 加仓 |
| IUSB | ISHARES TR | $349.15万 | 1.44% | 75,655 | 631 | 0.8% | $2.91万 | 加仓 |
| MBB | ISHARES TR | $324.34万 | 1.34% | 34,314 | 6 | 0.0% | $567 | 加仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $311.52万 | 1.29% | 298,959 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $265.48万 | 1.10% | 55,021 | 55,021 | — | $265.48万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $262.21万 | 1.08% | 43,133 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $246.51万 | 1.02% | 12,320 | -120 | -1.0% | -$2.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $240.60万 | 0.99% | 47,568 | -1,031 | -2.1% | -$5.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $203.64万 | 0.84% | 2,965 | -44 | -1.5% | -$3.02万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $196.48万 | 0.81% | 16,182 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $187.53万 | 0.78% | 18,511 | 7,837 | 73.4% | $79.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $176.88万 | 0.73% | 9,284 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.39万 | 0.62% | 25,195 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $149.51万 | 0.62% | 19,800 | -1,028 | -4.9% | -$7.76万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $145.42万 | 0.60% | 12,221 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $141.17万 | 0.58% | 9,762 | -8,674 | -47.0% | -$125.43万 | 减仓 |
| HDV | ISHARES TR | $107.71万 | 0.45% | 39,295 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $96.17万 | 0.40% | 1,306 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $95.16万 | 0.39% | 30,009 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $94.59万 | 0.39% | 8,884 | 5,609 | 171.3% | $59.72万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $88.13万 | 0.36% | 16,314 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $86.04万 | 0.36% | 9,718 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.47万 | 0.35% | 1,688 | -163 | -8.8% | -$8.16万 | 减仓 |
| AAPL | APPLE INC | $83.71万 | 0.35% | 2,893 | 377 | 15.0% | $10.91万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $75.93万 | 0.31% | 32,395 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $72.77万 | 0.30% | 2,136 | -156 | -6.8% | -$5.31万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $70.25万 | 0.29% | 13,761 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $55.75万 | 0.23% | 1,560 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $54.09万 | 0.22% | 5,601 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $50.26万 | 0.21% | 419 | -136 | -24.5% | -$16.31万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $46.04万 | 0.19% | 12,698 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $46.01万 | 0.19% | 2,982 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $42.19万 | 0.17% | 1,131 | -376 | -25.0% | -$14.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $39.97万 | 0.17% | 2,792 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.21万 | 0.15% | 1,961 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.15万 | 0.15% | 2,717 | -332 | -10.9% | -$4.54万 | 减仓 |
| IJJ | ISHARES TR | $29.21万 | 0.12% | 1,977 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.53万 | 0.12% | 305 | -103 | -25.2% | -$9.64万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $27.70万 | 0.11% | 17,596 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $27.65万 | 0.11% | 2,964 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $26.67万 | 0.11% | 3,219 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.83万 | 0.11% | 919 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $25.82万 | 0.11% | 729 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $25.14万 | 0.10% | 1,180 | -426 | -26.5% | -$9.08万 | 减仓 |
| HEDJ | WISDOMTREE TR | $25.08万 | 0.10% | 4,400 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.31万 | 0.10% | 2,706 | 2,255 | 500.0% | $19.42万 | 重新持有 |
| BA | BOEING CO | $23.10万 | 0.10% | 1,067 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $22.55万 | 0.09% | 888 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.55万 | 0.09% | 989 | 989 | — | $21.55万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.18万 | 0.09% | 729 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $20.15万 | 0.08% | 1,474 | 1,474 | — | $20.15万 | 新建仓 |
| — | FIDELITY SOLANA FD | $17.94万 | 0.07% | 20,713 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -957 | -100.0% | -$30.68万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -616 | -100.0% | -$20.26万 | 清仓 |