Sunesis Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001748269
$2.21亿2026Q1 申报市值
59持仓数
79.4%前十大占比 · 第一大 38.7%
7 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BRK/A 加仓+$359.07万
AGG 加仓+$220.89万
IEFA 新建仓+$50.71万
FBTC 加仓+$45.03万
COST 新建仓+$40.65万
2026Q1 卖出最多 按季末市值估算
MBB 减仓-$71.01万
IAU 减仓-$65.02万
BSV 减仓-$63.55万
BIV 减仓-$62.76万
DFIV 减仓-$33.46万
2026Q1 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 | $8,554.79万 | 38.66% | 266,662 | 1,019 | 0.4% | $32.69万 | 加仓 |
| AGG | ISHARES TR | $2,034.58万 | 9.20% | 204,954 | 22,251 | 12.2% | $220.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,938.98万 | 8.76% | 27 | 5 | 22.7% | $359.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,543.44万 | 6.98% | 240,861 | 3,705 | 1.6% | $23.74万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,090.45万 | 4.93% | 141,415 | -913 | -0.6% | -$7.04万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $598.71万 | 2.71% | 76,357 | -8,105 | -9.6% | -$63.55万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $597.34万 | 2.70% | 77,395 | -8,131 | -9.5% | -$62.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $425.13万 | 1.92% | 6,537 | -20 | -0.3% | -$1.30万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $396.39万 | 1.79% | 156,862 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $379.03万 | 1.71% | 51,471 | 1,015 | 2.0% | $7.47万 | 加仓 |
| IUSB | ISHARES TR | $346.53万 | 1.57% | 75,024 | 2,547 | 3.5% | $11.76万 | 加仓 |
| MBB | ISHARES TR | $325.75万 | 1.47% | 34,308 | -7,479 | -17.9% | -$71.01万 | 减仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $292.08万 | 1.32% | 298,959 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $244.05万 | 1.10% | 43,133 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $242.46万 | 1.10% | 48,599 | -1,847 | -3.7% | -$9.21万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $218.71万 | 0.99% | 18,436 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $216.95万 | 0.98% | 12,440 | -1,187 | -8.7% | -$20.70万 | 减仓 |
| IAU | ISHARES GOLD TR | $183.62万 | 0.83% | 20,828 | -7,375 | -26.1% | -$65.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $179.80万 | 0.81% | 3,009 | -14 | -0.5% | -$8,366 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $162.10万 | 0.73% | 16,182 | -608 | -3.6% | -$6.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $136.18万 | 0.62% | 25,195 | -25 | -0.1% | -$1,351 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $123.38万 | 0.56% | 9,284 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $119.66万 | 0.54% | 12,221 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $107.96万 | 0.49% | 10,674 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $106.66万 | 0.48% | 7,859 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $92.07万 | 0.42% | 30,009 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.70万 | 0.40% | 1,851 | -474 | -20.4% | -$22.71万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $86.11万 | 0.39% | 16,314 | -6,339 | -28.0% | -$33.46万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $81.23万 | 0.37% | 13,761 | 7,628 | 124.4% | $45.03万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $80.11万 | 0.36% | 9,718 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $75.55万 | 0.34% | 32,395 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $75.38万 | 0.34% | 1,306 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $74.69万 | 0.34% | 2,292 | -191 | -7.7% | -$6.22万 | 减仓 |
| AAPL | APPLE INC | $63.85万 | 0.29% | 2,516 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $55.78万 | 0.25% | 1,507 | 425 | 39.3% | $15.73万 | 加仓 |
| — | EXXON MOBIL CORP | $51.73万 | 0.23% | 3,049 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.05万 | 0.23% | 555 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $50.71万 | 0.23% | 5,601 | 5,601 | — | $50.71万 | 新建仓 |
| GOOGL | ALPHABET INC | $44.86万 | 0.20% | 1,560 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $43.47万 | 0.20% | 2,982 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $41.84万 | 0.19% | 12,698 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $40.65万 | 0.18% | 408 | 408 | — | $40.65万 | 新建仓 |
| RTX | RTX CORPORATION | $37.83万 | 0.17% | 1,961 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $36.74万 | 0.17% | 17,596 | 10,016 | 132.1% | $20.91万 | 加仓 |
| EMR | EMERSON ELEC CO | $36.58万 | 0.17% | 2,792 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $35.17万 | 0.16% | 1,606 | 1,606 | — | $35.17万 | 新建仓 |
| SUB | ISHARES TR | $34.88万 | 0.16% | 3,275 | 3,275 | — | $34.88万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $30.68万 | 0.14% | 957 | 957 | — | $30.68万 | 新建仓 |
| IJJ | ISHARES TR | $26.20万 | 0.12% | 1,977 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.16万 | 0.11% | 729 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $25.03万 | 0.11% | 2,964 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $25.02万 | 0.11% | 729 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $23.01万 | 0.10% | 4,400 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $22.45万 | 0.10% | 3,219 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.26万 | 0.10% | 919 | -7 | -0.8% | -$1,696 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.71万 | 0.10% | 888 | 888 | — | $21.71万 | 新建仓 |
| BA | BOEING CO | $21.24万 | 0.10% | 1,067 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.26万 | 0.09% | 616 | 616 | — | $20.26万 | 新建仓 |
| — | FIDELITY SOLANA FD | $20.20万 | 0.09% | 20,713 | 6,501 | 45.7% | $6.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |