SENTINEL PENSION ADVISORS, LLC
WAKEFIELD MA · SEC CIK 0001802290
$7.62亿2026Q2 申报市值
147持仓数
67.5%前十大占比 · 第一大 19.2%
12 / 3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
BKLC 加仓+$9,927.73万
BKIE 加仓+$4,183.86万
JCPB 加仓+$326.14万
RLY 加仓+$198.98万
GLDM 加仓+$155.56万
2026Q2 卖出最多 按季末市值估算
SGOV 清仓-$90.09万
SPTM 减仓-$77.18万
ITOT 减仓-$54.26万
SPAB 减仓-$47.45万
BIL 减仓-$46.39万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -8,950 | -100.0% | -$90.09万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,738 | -100.0% | -$22.43万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,829 | -100.0% | -$20.84万 | 清仓 |
| — | BNY MELLON HIGH YIELD STRATE | $3.37万 | 0.00% | 13,927 | 297 | 2.2% | $719 | 加仓 |
| — | TIDAL TRUST II | $12.58万 | 0.02% | 10,831 | 10,831 | — | $12.58万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.81万 | 0.02% | 10,889 | -267 | -2.4% | -$4,367 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.07万 | 0.02% | 10,868 | -206 | -1.9% | -$3,425 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.06万 | 0.03% | 9,842 | -171 | -1.7% | -$3,486 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.13万 | 0.03% | 410 | 410 | — | $20.13万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.53万 | 0.03% | 1,385 | 5 | 0.4% | $741 | 加仓 |
| PAVE | GLOBAL X FDS | $20.59万 | 0.03% | 3,657 | 3,657 | — | $20.59万 | 新建仓 |
| IBDS | ISHARES TR | $20.69万 | 0.03% | 8,560 | 120 | 1.4% | $2,900 | 加仓 |
| CVX | CHEVRON CORPORATION | $21.21万 | 0.03% | 1,132 | 90 | 8.6% | $1.69万 | 加仓 |
| HDV | ISHARES TR | $21.37万 | 0.03% | 7,566 | 7,566 | — | $21.37万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.45万 | 0.03% | 1,916 | 1,916 | — | $21.45万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.58万 | 0.03% | 8,955 | 56 | 0.6% | $1,350 | 加仓 |
| DVY | ISHARES TR | $22.25万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $22.92万 | 0.03% | 4,516 | 4,516 | — | $22.92万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $23.15万 | 0.03% | 2,047 | 2,047 | — | $23.15万 | 新建仓 |
| KO | COCA COLA CO | $23.46万 | 0.03% | 2,876 | 228 | 8.6% | $1.86万 | 加仓 |
| TLTW | ISHARES TR | $24.06万 | 0.03% | 11,046 | 69 | 0.6% | $1,503 | 加仓 |
| — | SPDR INDEX SHS FDS | $24.11万 | 0.03% | 3,161 | 21 | 0.7% | $1,602 | 加仓 |
| WMT | WALMART INC | $24.67万 | 0.03% | 2,159 | -88 | -3.9% | -$1.01万 | 减仓 |
| QUAL | ISHARES TR | $24.78万 | 0.03% | 1,137 | 1,137 | — | $24.78万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.24万 | 0.03% | 738 | -8 | -1.1% | -$2,736 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.54万 | 0.03% | 696 | -38 | -5.2% | -$1.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.83万 | 0.03% | 3,166 | -1,022 | -24.4% | -$8.34万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $26.09万 | 0.03% | 4,674 | 401 | 9.4% | $2.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.26万 | 0.04% | 570 | 570 | — | $28.26万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.33万 | 0.04% | 1,889 | 100 | 5.6% | $1.50万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $28.68万 | 0.04% | 3,805 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $29.30万 | 0.04% | 4,515 | 379 | 9.2% | $2.46万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $29.38万 | 0.04% | 5,176 | -822 | -13.7% | -$4.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.32万 | 0.04% | 1,893 | 223 | 13.4% | $3.57万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.56万 | 0.04% | 10,628 | -648 | -5.7% | -$1.86万 | 减仓 |
| ITA | ISHARES TR | $30.66万 | 0.04% | 1,329 | -50 | -3.6% | -$1.15万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $33.33万 | 0.04% | 4,975 | 515 | 11.5% | $3.45万 | 加仓 |
| BIL | SPDR SERIES TRUST | $35.69万 | 0.05% | 3,898 | -5,067 | -56.5% | -$46.39万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $36.29万 | 0.05% | 10,046 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $36.50万 | 0.05% | 3,717 | -289 | -7.2% | -$2.84万 | 减仓 |
| ISCF | ISHARES TR | $36.92万 | 0.05% | 8,487 | 131 | 1.6% | $5,699 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.43万 | 0.05% | 6,619 | 1,186 | 21.8% | $6.71万 | 加仓 |
| SUB | ISHARES TR | $37.48万 | 0.05% | 3,529 | 3,529 | — | $37.48万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.29万 | 0.05% | 7,498 | -9 | -0.1% | -$460 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $38.96万 | 0.05% | 8,521 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $40.21万 | 0.05% | 6,076 | -759 | -11.1% | -$5.02万 | 减仓 |
| TSLA | TESLA INC | $40.45万 | 0.05% | 1,062 | 174 | 19.6% | $6.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.53万 | 0.05% | 1,368 | -3 | -0.2% | -$889 | 减仓 |
| SYLD | CAMBRIA ETF TR | $40.59万 | 0.05% | 4,892 | -136 | -2.7% | -$1.13万 | 减仓 |
| IEFA | ISHARES TR | $41.37万 | 0.05% | 4,298 | 4 | 0.1% | $385 | 加仓 |
| FEOE | RBB FUND TRUST | $41.54万 | 0.05% | 7,736 | 2 | 0.0% | $107 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $44.39万 | 0.06% | 7,901 | -377 | -4.6% | -$2.12万 | 减仓 |
| RAAX | VANECK ETF TRUST | $44.47万 | 0.06% | 11,307 | -390 | -3.3% | -$1.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.72万 | 0.06% | 1,311 | 71 | 5.7% | $2.42万 | 加仓 |
| ABBV | ABBVIE INC | $44.96万 | 0.06% | 1,767 | 161 | 10.0% | $4.10万 | 加仓 |
| BAC | BANK OF AMER CORP | $45.21万 | 0.06% | 7,379 | 152 | 2.1% | $9,313 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.30万 | 0.06% | 13,254 | -152 | -1.1% | -$5,195 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $48.25万 | 0.06% | 14,170 | 25 | 0.2% | $851 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $49.31万 | 0.06% | 9,491 | -194 | -2.0% | -$1.01万 | 减仓 |
| MCD | MCDONALDS CORP | $50.38万 | 0.07% | 1,882 | -6 | -0.3% | -$1,606 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $51.78万 | 0.07% | 15,735 | 725 | 4.8% | $2.39万 | 加仓 |
| GOOG | ALPHABET INC | $52.45万 | 0.07% | 1,515 | 112 | 8.0% | $3.88万 | 加仓 |
| ES | EVERSOURCE ENERGY | $52.90万 | 0.07% | 7,089 | 1 | 0.0% | $75 | 加仓 |
| CLOI | VANECK ETF TRUST | $53.70万 | 0.07% | 10,151 | -2,846 | -21.9% | -$15.05万 | 减仓 |
| IBMO | ISHARES TR | $56.42万 | 0.07% | 21,994 | 291 | 1.3% | $7,464 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $59.82万 | 0.08% | 22,149 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $62.33万 | 0.08% | 5,243 | -36 | -0.7% | -$4,280 | 减仓 |
| NEE | NEXTERA ENERGY INC | $62.68万 | 0.08% | 7,059 | 144 | 2.1% | $1.28万 | 加仓 |
| META | META PLATFORMS INC | $63.64万 | 0.08% | 985 | -50 | -4.8% | -$3.23万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $65.66万 | 0.09% | 28,012 | 17 | 0.1% | $398 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $66.25万 | 0.09% | 28,738 | 18 | 0.1% | $415 | 加仓 |
| MUB | ISHARES TR | $66.64万 | 0.09% | 6,253 | 6,253 | — | $66.64万 | 新建仓 |
| F | FORD MTR CO | $67.59万 | 0.09% | 47,500 | -2,000 | -4.0% | -$2.85万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $67.90万 | 0.09% | 15,228 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $68.55万 | 0.09% | 20,274 | 184 | 0.9% | $6,221 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $68.58万 | 0.09% | 29,041 | 17 | 0.1% | $401 | 加仓 |
| SDY | SPDR SERIES TRUST | $71.17万 | 0.09% | 4,597 | 50 | 1.1% | $7,741 | 加仓 |
| IAU | ISHARES GOLD TR | $76.46万 | 0.10% | 10,127 | -114 | -1.1% | -$8,607 | 减仓 |
| — | MATTHEWS ASIA FDS | $76.63万 | 0.10% | 15,903 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $85.09万 | 0.11% | 3,442 | 293 | 9.3% | $7.24万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $85.30万 | 0.11% | 36,175 | 57 | 0.2% | $1,344 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $85.66万 | 0.11% | 43,580 | -4,402 | -9.2% | -$8.65万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $85.87万 | 0.11% | 3,941 | -634 | -13.9% | -$13.81万 | 减仓 |
| LLY | ELI LILLY & CO | $88.20万 | 0.12% | 748 | 65 | 9.5% | $7.66万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $90.02万 | 0.12% | 46,013 | -6,367 | -12.2% | -$12.46万 | 减仓 |
| — | BNY MELLON ETF TRUST | $93.05万 | 0.12% | 21,005 | 15,394 | 274.4% | $68.20万 | 加仓 |
| MGV | VANGUARD WORLD FD | $93.59万 | 0.12% | 5,783 | 1,523 | 35.8% | $24.65万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $97.56万 | 0.13% | 16,268 | -85 | -0.5% | -$5,098 | 减仓 |
| — | EXXON MOBIL CORP | $105.38万 | 0.14% | 7,151 | 7,151 | — | $105.38万 | 新建仓 |
| BKMC | BNY MELLON ETF TRUST | $105.44万 | 0.14% | 26,224 | 18,955 | 260.8% | $76.22万 | 加仓 |
| GOOGL | ALPHABET INC | $108.37万 | 0.14% | 3,125 | 341 | 12.2% | $11.83万 | 加仓 |
| GLD | SPDR GOLD TR | $114.80万 | 0.15% | 3,116 | 30 | 1.0% | $1.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $120.02万 | 0.16% | 11,999 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $130.29万 | 0.17% | 51,487 | 429 | 0.8% | $1.09万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $130.51万 | 0.17% | 3,293 | -101 | -3.0% | -$4.00万 | 减仓 |
| DNL | WISDOMTREE TR | $131.37万 | 0.17% | 29,356 | -22 | -0.1% | -$984 | 减仓 |
| IBMQ | ISHARES TR | $134.30万 | 0.18% | 52,596 | 429 | 0.8% | $1.10万 | 加仓 |
| VAW | VANGUARD WORLD FD | $136.72万 | 0.18% | 6,114 | -88 | -1.4% | -$1.97万 | 减仓 |
| IBMS | ISHARES TR | $136.98万 | 0.18% | 53,112 | 5,705 | 12.0% | $14.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $138.16万 | 0.18% | 6,812 | 3,545 | 108.5% | $71.90万 | 加仓 |