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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $41.37万 | 0.05% | 4,298 | 4 | 0.1% | $385 | 加仓 |
| SYLD | CAMBRIA ETF TR | $40.59万 | 0.05% | 4,892 | -136 | -2.7% | -$1.13万 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.53万 | 0.05% | 1,368 | -3 | -0.2% | -$889 | 减仓 |
| TSLA | TESLA INC | $40.45万 | 0.05% | 1,062 | 174 | 19.6% | $6.63万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $40.21万 | 0.05% | 6,076 | -759 | -11.1% | -$5.02万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $38.96万 | 0.05% | 8,521 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.29万 | 0.05% | 7,498 | -9 | -0.1% | -$460 | 减仓 |
| SUB | ISHARES TR | $37.48万 | 0.05% | 3,529 | 3,529 | — | $37.48万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.43万 | 0.05% | 6,619 | 1,186 | 21.8% | $6.71万 | 加仓 |
| ISCF | ISHARES TR | $36.92万 | 0.05% | 8,487 | 131 | 1.6% | $5,699 | 加仓 |
| AGG | ISHARES TR | $36.50万 | 0.05% | 3,717 | -289 | -7.2% | -$2.84万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $36.29万 | 0.05% | 10,046 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $35.69万 | 0.05% | 3,898 | -5,067 | -56.5% | -$46.39万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $33.33万 | 0.04% | 4,975 | 515 | 11.5% | $3.45万 | 加仓 |
| ITA | ISHARES TR | $30.66万 | 0.04% | 1,329 | -50 | -3.6% | -$1.15万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.56万 | 0.04% | 10,628 | -648 | -5.7% | -$1.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.32万 | 0.04% | 1,893 | 223 | 13.4% | $3.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $29.38万 | 0.04% | 5,176 | -822 | -13.7% | -$4.67万 | 减仓 |
| COWZ | PACER FDS TR | $29.30万 | 0.04% | 4,515 | 379 | 9.2% | $2.46万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $28.68万 | 0.04% | 3,805 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.33万 | 0.04% | 1,889 | 100 | 5.6% | $1.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.26万 | 0.04% | 570 | 570 | — | $28.26万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $26.09万 | 0.03% | 4,674 | 401 | 9.4% | $2.24万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.83万 | 0.03% | 3,166 | -1,022 | -24.4% | -$8.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.54万 | 0.03% | 696 | -38 | -5.2% | -$1.39万 | 减仓 |
| VV | VANGUARD INDEX FDS | $25.24万 | 0.03% | 738 | -8 | -1.1% | -$2,736 | 减仓 |
| QUAL | ISHARES TR | $24.78万 | 0.03% | 1,137 | 1,137 | — | $24.78万 | 新建仓 |
| WMT | WALMART INC | $24.67万 | 0.03% | 2,159 | -88 | -3.9% | -$1.01万 | 减仓 |
| — | SPDR INDEX SHS FDS | $24.11万 | 0.03% | 3,161 | 21 | 0.7% | $1,602 | 加仓 |
| TLTW | ISHARES TR | $24.06万 | 0.03% | 11,046 | 69 | 0.6% | $1,503 | 加仓 |
| KO | COCA COLA CO | $23.46万 | 0.03% | 2,876 | 228 | 8.6% | $1.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $23.15万 | 0.03% | 2,047 | 2,047 | — | $23.15万 | 新建仓 |
| CSX | CSX CORP | $22.92万 | 0.03% | 4,516 | 4,516 | — | $22.92万 | 新建仓 |
| DVY | ISHARES TR | $22.25万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $21.58万 | 0.03% | 8,955 | 56 | 0.6% | $1,350 | 加仓 |
| CSCO | CISCO SYS INC | $21.45万 | 0.03% | 1,916 | 1,916 | — | $21.45万 | 新建仓 |
| HDV | ISHARES TR | $21.37万 | 0.03% | 7,566 | 7,566 | — | $21.37万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.21万 | 0.03% | 1,132 | 90 | 8.6% | $1.69万 | 加仓 |
| IBDS | ISHARES TR | $20.69万 | 0.03% | 8,560 | 120 | 1.4% | $2,900 | 加仓 |
| PAVE | GLOBAL X FDS | $20.59万 | 0.03% | 3,657 | 3,657 | — | $20.59万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.53万 | 0.03% | 1,385 | 5 | 0.4% | $741 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.13万 | 0.03% | 410 | 410 | — | $20.13万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.06万 | 0.03% | 9,842 | -171 | -1.7% | -$3,486 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.07万 | 0.02% | 10,868 | -206 | -1.9% | -$3,425 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.81万 | 0.02% | 10,889 | -267 | -2.4% | -$4,367 | 减仓 |
| — | TIDAL TRUST II | $12.58万 | 0.02% | 10,831 | 10,831 | — | $12.58万 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATE | $3.37万 | 0.00% | 13,927 | 297 | 2.2% | $719 | 加仓 |
| 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 |