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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $177.12万 | 0.26% | 13,327 | -23 | -0.2% | -$3,057 | 减仓 |
| SPYM | SPDR SERIES TRUST | $182.48万 | 0.27% | 23,842 | -615 | -2.5% | -$4.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $192.22万 | 0.28% | 6,693 | -38 | -0.6% | -$1.09万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $218.90万 | 0.32% | 51,871 | -626 | -1.2% | -$2.64万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $220.88万 | 0.33% | 75,696 | -429 | -0.6% | -$1.25万 | 减仓 |
| DGRW | WISDOMTREE TR | $247.45万 | 0.37% | 28,171 | 1,461 | 5.5% | $12.83万 | 加仓 |
| IVV | ISHARES TR | $257.05万 | 0.38% | 3,935 | 402 | 11.4% | $26.26万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $258.56万 | 0.38% | 51,038 | -2,906 | -5.4% | -$14.72万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $260.20万 | 0.38% | 73,420 | 2,905 | 4.1% | $10.30万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $268.99万 | 0.40% | 86,884 | 5,205 | 6.4% | $16.11万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $293.11万 | 0.43% | 114,406 | -109 | -0.1% | -$2,793 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $293.63万 | 0.43% | 150,115 | -17,753 | -10.6% | -$34.72万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $337.49万 | 0.50% | 30,550 | 2,784 | 10.0% | $30.75万 | 加仓 |
| EAGG | ISHARES TR | $368.05万 | 0.54% | 77,403 | -102 | -0.1% | -$4,850 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $393.85万 | 0.58% | 48,877 | 2,045 | 4.4% | $16.48万 | 加仓 |
| EWA | ISHARES INC | $412.24万 | 0.61% | 148,500 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $418.48万 | 0.62% | 29,382 | 150 | 0.5% | $2.14万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $422.19万 | 0.62% | 132,974 | 132,974 | — | $422.19万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $522.48万 | 0.77% | 11,962 | -87 | -0.7% | -$3.80万 | 减仓 |
| MINT | PIMCO ETF TR | $548.08万 | 0.81% | 54,497 | 7,234 | 15.3% | $72.75万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $603.13万 | 0.89% | 168,898 | -48,752 | -22.4% | -$174.09万 | 减仓 |
| TXUE | THORNBURG ETF TR | $625.63万 | 0.92% | 194,357 | -25,706 | -11.7% | -$82.75万 | 减仓 |
| EWC | ISHARES INC | $687.89万 | 1.02% | 125,550 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $705.22万 | 1.04% | 275,048 | 13,775 | 5.3% | $35.32万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $759.58万 | 1.12% | 166,392 | -820 | -0.5% | -$3.74万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $768.70万 | 1.14% | 308,590 | -17,785 | -5.4% | -$44.30万 | 减仓 |
| AAPL | APPLE INC | $769.23万 | 1.14% | 30,310 | 588 | 2.0% | $14.92万 | 加仓 |
| PYLD | PIMCO ETF TR | $938.82万 | 1.39% | 358,330 | 12,825 | 3.7% | $33.60万 | 加仓 |
| SMTH | ALPS ETF TR | $1,127.19万 | 1.67% | 437,659 | 50,990 | 13.2% | $131.32万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,149.68万 | 1.70% | 145,418 | -2,913 | -2.0% | -$23.03万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,199.72万 | 1.77% | 255,748 | 11,685 | 4.8% | $54.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,502.34万 | 2.22% | 329,316 | 11,478 | 3.6% | $52.36万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,646.82万 | 2.43% | 80,021 | 78,778 | 6,337.7% | $1,621.24万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,710.14万 | 2.53% | 456,159 | 28,945 | 6.8% | $108.51万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,876.94万 | 2.77% | 519,210 | 519,210 | — | $1,876.94万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $2,704.74万 | 4.00% | 943,734 | 36,008 | 4.0% | $103.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $3,724.31万 | 5.51% | 401,802 | 3,071 | 0.8% | $28.47万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $5,408.02万 | 7.99% | 578,831 | -20,258 | -3.4% | -$189.27万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $5,948.85万 | 8.79% | 1,263,562 | 55,830 | 4.6% | $262.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,307.78万 | 13.76% | 143,122 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $1.24亿 | 18.40% | 997,197 | 31,602 | 3.3% | $394.42万 | 加仓 |