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 |
|---|---|---|---|---|---|---|---|---|
| SYLD | CAMBRIA ETF TR | $37.92万 | 0.06% | 5,028 | -575 | -10.3% | -$4.34万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $37.88万 | 0.06% | 8,521 | -1,564 | -15.5% | -$6.95万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $36.57万 | 0.05% | 7,507 | 2,512 | 50.3% | $12.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $36.48万 | 0.05% | 1,240 | 64 | 5.4% | $1.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.91万 | 0.05% | 1,371 | -14 | -1.0% | -$3,667 | 减仓 |
| BAC | BANK AMERICA CORP | $35.23万 | 0.05% | 7,227 | -21 | -0.3% | -$1,024 | 减仓 |
| ABBV | ABBVIE INC | $34.92万 | 0.05% | 1,606 | 7 | 0.4% | $1,522 | 加仓 |
| ISCF | ISHARES TR | $34.92万 | 0.05% | 8,356 | -21 | -0.3% | -$878 | 减仓 |
| TSLA | TESLA INC | $33.01万 | 0.05% | 888 | 4 | 0.5% | $1,487 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.45万 | 0.05% | 4,188 | 1,022 | 32.3% | $7.68万 | 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 |
| ITA | ISHARES TR | $30.17万 | 0.04% | 1,379 | 38 | 2.8% | $8,313 | 加仓 |
| SPSM | SPDR SERIES TRUST | $28.98万 | 0.04% | 5,998 | 21 | 0.4% | $1,015 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.30万 | 0.04% | 11,276 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.93万 | 0.04% | 2,247 | 15 | 0.7% | $1,864 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $26.60万 | 0.04% | 3,805 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $25.95万 | 0.04% | 4,460 | -203 | -4.4% | -$1.18万 | 减仓 |
| COWZ | PACER FDS TR | $25.87万 | 0.04% | 4,136 | -32 | -0.8% | -$2,002 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.84万 | 0.04% | 1,789 | 319 | 21.7% | $4.61万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.22万 | 0.04% | 4,273 | 577 | 15.6% | $3.41万 | 加仓 |
| TLTW | ISHARES TR | $24.83万 | 0.04% | 10,977 | 168 | 1.6% | $3,800 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.73万 | 0.04% | 1,670 | -121 | -6.8% | -$1.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $23.54万 | 0.03% | 734 | 135 | 22.5% | $4.33万 | 加仓 |
| T | AT&T INC | $22.43万 | 0.03% | 7,738 | 7,738 | — | $22.43万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $22.29万 | 0.03% | 746 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $21.78万 | 0.03% | 3,140 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $21.60万 | 0.03% | 8,899 | -486 | -5.2% | -$1.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.56万 | 0.03% | 1,042 | 1,042 | — | $21.56万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $20.84万 | 0.03% | 2,829 | 2,829 | — | $20.84万 | 新建仓 |
| DVY | ISHARES TR | $20.82万 | 0.03% | 1,375 | 1,375 | — | $20.82万 | 新建仓 |
| IBDS | ISHARES TR | $20.46万 | 0.03% | 8,440 | 59 | 0.7% | $1,430 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.45万 | 0.03% | 10,013 | 88 | 0.9% | $1,797 | 加仓 |
| DTE | DTE ENERGY CO | $20.18万 | 0.03% | 1,380 | 1,380 | — | $20.18万 | 新建仓 |
| KO | COCA COLA CO | $20.14万 | 0.03% | 2,648 | 2,648 | — | $20.14万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.51万 | 0.03% | 11,074 | 111 | 1.0% | $1,856 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.36万 | 0.03% | 11,156 | 11,156 | — | $18.36万 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATE | $3.33万 | 0.00% | 13,630 | 286 | 2.1% | $698 | 加仓 |
| 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 |