SENTINEL PENSION ADVISORS, LLC
WAKEFIELD MA · SEC CIK 0001802290
$6.76亿2026Q1 申报市值
137持仓数
68.4%前十大占比 · 第一大 18.4%
10 / 3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
RLY 新建仓+$1,876.94万
VXF 加仓+$1,621.24万
IDEQ 新建仓+$422.19万
BKLC 加仓+$394.42万
JCPB 加仓+$262.85万
2026Q1 卖出最多 按季末市值估算
CLOI 减仓-$588.66万
BKIE 减仓-$189.27万
DFLV 减仓-$174.09万
IBMO 减仓-$121.30万
TXUE 减仓-$82.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -15,402 | -100.0% | -$66.71万 | 清仓 |
| PCMM | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,768 | -100.0% | -$23.90万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,060 | -100.0% | -$20.66万 | 清仓 |
| — | BNY MELLON HIGH YIELD STRATE | $3.33万 | 0.00% | 13,630 | 286 | 2.1% | $698 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.36万 | 0.03% | 11,156 | 11,156 | — | $18.36万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.51万 | 0.03% | 11,074 | 111 | 1.0% | $1,856 | 加仓 |
| KO | COCA COLA CO | $20.14万 | 0.03% | 2,648 | 2,648 | — | $20.14万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.18万 | 0.03% | 1,380 | 1,380 | — | $20.18万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.45万 | 0.03% | 10,013 | 88 | 0.9% | $1,797 | 加仓 |
| IBDS | ISHARES TR | $20.46万 | 0.03% | 8,440 | 59 | 0.7% | $1,430 | 加仓 |
| DVY | ISHARES TR | $20.82万 | 0.03% | 1,375 | 1,375 | — | $20.82万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $20.84万 | 0.03% | 2,829 | 2,829 | — | $20.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.56万 | 0.03% | 1,042 | 1,042 | — | $21.56万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.60万 | 0.03% | 8,899 | -486 | -5.2% | -$1.18万 | 减仓 |
| — | SPDR INDEX SHS FDS | $21.78万 | 0.03% | 3,140 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.29万 | 0.03% | 746 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.43万 | 0.03% | 7,738 | 7,738 | — | $22.43万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $23.54万 | 0.03% | 734 | 135 | 22.5% | $4.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.73万 | 0.04% | 1,670 | -121 | -6.8% | -$1.79万 | 减仓 |
| TLTW | ISHARES TR | $24.83万 | 0.04% | 10,977 | 168 | 1.6% | $3,800 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.22万 | 0.04% | 4,273 | 577 | 15.6% | $3.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.84万 | 0.04% | 1,789 | 319 | 21.7% | $4.61万 | 加仓 |
| COWZ | PACER FDS TR | $25.87万 | 0.04% | 4,136 | -32 | -0.8% | -$2,002 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $25.95万 | 0.04% | 4,460 | -203 | -4.4% | -$1.18万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $26.60万 | 0.04% | 3,805 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.93万 | 0.04% | 2,247 | 15 | 0.7% | $1,864 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.30万 | 0.04% | 11,276 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $28.98万 | 0.04% | 5,998 | 21 | 0.4% | $1,015 | 加仓 |
| ITA | ISHARES TR | $30.17万 | 0.04% | 1,379 | 38 | 2.8% | $8,313 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.79万 | 0.05% | 5,433 | -1,128 | -17.2% | -$6.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.45万 | 0.05% | 4,188 | 1,022 | 32.3% | $7.68万 | 加仓 |
| TSLA | TESLA INC | $33.01万 | 0.05% | 888 | 4 | 0.5% | $1,487 | 加仓 |
| ISCF | ISHARES TR | $34.92万 | 0.05% | 8,356 | -21 | -0.3% | -$878 | 减仓 |
| ABBV | ABBVIE INC | $34.92万 | 0.05% | 1,606 | 7 | 0.4% | $1,522 | 加仓 |
| BAC | BANK AMERICA CORP | $35.23万 | 0.05% | 7,227 | -21 | -0.3% | -$1,024 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.91万 | 0.05% | 1,371 | -14 | -1.0% | -$3,667 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $36.48万 | 0.05% | 1,240 | 64 | 5.4% | $1.88万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $36.57万 | 0.05% | 7,507 | 2,512 | 50.3% | $12.24万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $37.88万 | 0.06% | 8,521 | -1,564 | -15.5% | -$6.95万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $37.92万 | 0.06% | 5,028 | -575 | -10.3% | -$4.34万 | 减仓 |
| IEFA | ISHARES TR | $38.87万 | 0.06% | 4,294 | -103 | -2.3% | -$9,325 | 减仓 |
| FEOE | RBB FUND TRUST | $39.03万 | 0.06% | 7,734 | -689 | -8.2% | -$3.48万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.05万 | 0.06% | 13,406 | -622 | -4.4% | -$1.81万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $39.57万 | 0.06% | 10,046 | -2,500 | -19.9% | -$9.85万 | 减仓 |
| AGG | ISHARES TR | $39.76万 | 0.06% | 4,006 | 329 | 8.9% | $3.27万 | 加仓 |
| GOOG | ALPHABET INC | $40.25万 | 0.06% | 1,403 | 27 | 2.0% | $7,746 | 加仓 |
| SPMD | SPDR SERIES TRUST | $40.48万 | 0.06% | 6,835 | 21 | 0.3% | $1,244 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.13万 | 0.06% | 14,145 | 2,423 | 20.7% | $7.05万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.75万 | 0.06% | 8,278 | -591 | -6.7% | -$3.12万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $44.94万 | 0.07% | 9,685 | -1,167 | -10.8% | -$5.41万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.05万 | 0.07% | 15,010 | -1,522 | -9.2% | -$4.67万 | 减仓 |
| RAAX | VANECK ETF TRUST | $47.62万 | 0.07% | 11,697 | 10 | 0.1% | $407 | 加仓 |
| ES | EVERSOURCE ENERGY | $49.11万 | 0.07% | 7,088 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $52.88万 | 0.08% | 5,279 | -94 | -1.7% | -$9,416 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $54.82万 | 0.08% | 22,149 | 9,741 | 78.5% | $24.11万 | 加仓 |
| IBMO | ISHARES TR | $55.63万 | 0.08% | 21,703 | -47,328 | -68.6% | -$121.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $55.71万 | 0.08% | 3,394 | -405 | -10.7% | -$6.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $56.98万 | 0.08% | 3,267 | 265 | 8.8% | $4.62万 | 加仓 |
| F | FORD MTR CO | $57.12万 | 0.08% | 49,500 | -2,867 | -5.5% | -$3.31万 | 减仓 |
| MCD | MCDONALDS CORP | $58.68万 | 0.09% | 1,888 | 12 | 0.6% | $3,729 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $58.98万 | 0.09% | 15,228 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $59.21万 | 0.09% | 1,035 | -40 | -3.7% | -$2.29万 | 减仓 |
| — | MATTHEWS ASIA FDS | $60.50万 | 0.09% | 15,903 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $61.27万 | 0.09% | 20,090 | 4,487 | 28.8% | $13.69万 | 加仓 |
| MGV | VANGUARD WORLD FD | $61.75万 | 0.09% | 4,260 | 108 | 2.6% | $1.57万 | 加仓 |
| LLY | ELI LILLY & CO | $62.82万 | 0.09% | 683 | 8 | 1.2% | $7,358 | 加仓 |
| — | BNY MELLON ETF TRUST | $63.92万 | 0.09% | 5,611 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $64.23万 | 0.09% | 6,915 | -35 | -0.5% | -$3,251 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $65.49万 | 0.10% | 27,995 | 861 | 3.2% | $2.01万 | 加仓 |
| AMZN | AMAZON COM INC | $65.58万 | 0.10% | 3,149 | 179 | 6.0% | $3.73万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $66.12万 | 0.10% | 28,720 | 17 | 0.1% | $391 | 加仓 |
| SDY | SPDR SERIES TRUST | $66.35万 | 0.10% | 4,547 | 173 | 4.0% | $2.52万 | 加仓 |
| CLOI | VANECK ETF TRUST | $68.50万 | 0.10% | 12,997 | -111,696 | -89.6% | -$588.66万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $68.65万 | 0.10% | 29,024 | 857 | 3.0% | $2.03万 | 加仓 |
| GOOGL | ALPHABET INC | $80.07万 | 0.12% | 2,784 | 193 | 7.4% | $5.55万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $80.18万 | 0.12% | 7,269 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $81.96万 | 0.12% | 16,353 | -100 | -0.6% | -$5,012 | 减仓 |
| BIL | SPDR SERIES TRUST | $82.15万 | 0.12% | 8,965 | -1,974 | -18.0% | -$18.09万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $85.33万 | 0.13% | 36,118 | -1,984 | -5.2% | -$4.69万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.75万 | 0.13% | 4,575 | 766 | 20.1% | $15.03万 | 加仓 |
| SGOV | ISHARES TR | $90.09万 | 0.13% | 8,950 | -1,377 | -13.3% | -$13.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $90.28万 | 0.13% | 10,241 | -18 | -0.2% | -$1,587 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $94.16万 | 0.14% | 47,982 | -4,420 | -8.4% | -$8.67万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $100.95万 | 0.15% | 19,439 | 4,511 | 30.2% | $23.43万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $102.30万 | 0.15% | 52,380 | -17,983 | -25.6% | -$35.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $106.43万 | 0.16% | 11,999 | -100 | -0.8% | -$8,870 | 减仓 |
| DNL | WISDOMTREE TR | $118.60万 | 0.18% | 29,378 | 2,583 | 9.6% | $10.43万 | 加仓 |
| IBMS | ISHARES TR | $122.45万 | 0.18% | 47,407 | 47,407 | — | $122.45万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $125.47万 | 0.19% | 2,174 | 28 | 1.3% | $1.62万 | 加仓 |
| IBMR | ISHARES TR | $129.43万 | 0.19% | 51,058 | 211 | 0.4% | $5,349 | 加仓 |
| GLD | SPDR GOLD TR | $132.78万 | 0.20% | 3,086 | -264 | -7.9% | -$11.36万 | 减仓 |
| IBMQ | ISHARES TR | $133.18万 | 0.20% | 52,167 | 213 | 0.4% | $5,438 | 加仓 |
| VAW | VANGUARD WORLD FD | $139.76万 | 0.21% | 6,202 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $148.99万 | 0.22% | 8,681 | -89 | -1.0% | -$1.53万 | 减仓 |
| IBMP | ISHARES TR | $151.00万 | 0.22% | 59,357 | 348 | 0.6% | $8,853 | 加仓 |
| MSFT | MICROSOFT CORP | $151.47万 | 0.22% | 4,092 | 231 | 6.0% | $8.55万 | 加仓 |
| MOAT | VANECK ETF TRUST | $156.06万 | 0.23% | 16,138 | -222 | -1.4% | -$2.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $166.03万 | 0.25% | 5,493 | -12 | -0.2% | -$3,627 | 减仓 |
| HEGD | LISTED FDS TR | $169.74万 | 0.25% | 68,719 | 19,882 | 40.7% | $49.11万 | 加仓 |