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 |
|---|---|---|---|---|---|---|---|---|
| BKLC | BNY MELLON ETF TRUST | $1.24亿 | 18.40% | 997,197 | 31,602 | 3.3% | $394.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,307.78万 | 13.76% | 143,122 | 0 | 0.0% | — | 不变 |
| 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 |
| BKIE | BNY MELLON ETF TRUST | $5,408.02万 | 7.99% | 578,831 | -20,258 | -3.4% | -$189.27万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,724.31万 | 5.51% | 401,802 | 3,071 | 0.8% | $28.47万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,704.74万 | 4.00% | 943,734 | 36,008 | 4.0% | $103.20万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,876.94万 | 2.77% | 519,210 | 519,210 | — | $1,876.94万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,710.14万 | 2.53% | 456,159 | 28,945 | 6.8% | $108.51万 | 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 |
| FBND | FIDELITY MERRIMACK STR TR | $1,502.34万 | 2.22% | 329,316 | 11,478 | 3.6% | $52.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,199.72万 | 1.77% | 255,748 | 11,685 | 4.8% | $54.81万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,149.68万 | 1.70% | 145,418 | -2,913 | -2.0% | -$23.03万 | 减仓 |
| SMTH | ALPS ETF TR | $1,127.19万 | 1.67% | 437,659 | 50,990 | 13.2% | $131.32万 | 加仓 |
| PYLD | PIMCO ETF TR | $938.82万 | 1.39% | 358,330 | 12,825 | 3.7% | $33.60万 | 加仓 |
| AAPL | APPLE INC | $769.23万 | 1.14% | 30,310 | 588 | 2.0% | $14.92万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $768.70万 | 1.14% | 308,590 | -17,785 | -5.4% | -$44.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $759.58万 | 1.12% | 166,392 | -820 | -0.5% | -$3.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $705.22万 | 1.04% | 275,048 | 13,775 | 5.3% | $35.32万 | 加仓 |
| EWC | ISHARES INC | $687.89万 | 1.02% | 125,550 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG ETF TR | $625.63万 | 0.92% | 194,357 | -25,706 | -11.7% | -$82.75万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $603.13万 | 0.89% | 168,898 | -48,752 | -22.4% | -$174.09万 | 减仓 |
| MINT | PIMCO ETF TR | $548.08万 | 0.81% | 54,497 | 7,234 | 15.3% | $72.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $522.48万 | 0.77% | 11,962 | -87 | -0.7% | -$3.80万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $422.19万 | 0.62% | 132,974 | 132,974 | — | $422.19万 | 新建仓 |
| ITOT | ISHARES TR | $418.48万 | 0.62% | 29,382 | 150 | 0.5% | $2.14万 | 加仓 |
| EWA | ISHARES INC | $412.24万 | 0.61% | 148,500 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $393.85万 | 0.58% | 48,877 | 2,045 | 4.4% | $16.48万 | 加仓 |
| EAGG | ISHARES TR | $368.05万 | 0.54% | 77,403 | -102 | -0.1% | -$4,850 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $337.49万 | 0.50% | 30,550 | 2,784 | 10.0% | $30.75万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $293.63万 | 0.43% | 150,115 | -17,753 | -10.6% | -$34.72万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $293.11万 | 0.43% | 114,406 | -109 | -0.1% | -$2,793 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $268.99万 | 0.40% | 86,884 | 5,205 | 6.4% | $16.11万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $260.20万 | 0.38% | 73,420 | 2,905 | 4.1% | $10.30万 | 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 |
| IVV | ISHARES TR | $257.05万 | 0.38% | 3,935 | 402 | 11.4% | $26.26万 | 加仓 |
| DGRW | WISDOMTREE TR | $247.45万 | 0.37% | 28,171 | 1,461 | 5.5% | $12.83万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $220.88万 | 0.33% | 75,696 | -429 | -0.6% | -$1.25万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $218.90万 | 0.32% | 51,871 | -626 | -1.2% | -$2.64万 | 减仓 |
| VO | VANGUARD INDEX FDS | $192.22万 | 0.28% | 6,693 | -38 | -0.6% | -$1.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $182.48万 | 0.27% | 23,842 | -615 | -2.5% | -$4.71万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $177.12万 | 0.26% | 13,327 | -23 | -0.2% | -$3,057 | 减仓 |
| HEGD | LISTED FDS TR | $169.74万 | 0.25% | 68,719 | 19,882 | 40.7% | $49.11万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $166.03万 | 0.25% | 5,493 | -12 | -0.2% | -$3,627 | 减仓 |
| MOAT | VANECK ETF TRUST | $156.06万 | 0.23% | 16,138 | -222 | -1.4% | -$2.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $151.47万 | 0.22% | 4,092 | 231 | 6.0% | $8.55万 | 加仓 |
| IBMP | ISHARES TR | $151.00万 | 0.22% | 59,357 | 348 | 0.6% | $8,853 | 加仓 |
| QUS | SPDR SERIES TRUST | $148.99万 | 0.22% | 8,681 | -89 | -1.0% | -$1.53万 | 减仓 |
| VAW | VANGUARD WORLD FD | $139.76万 | 0.21% | 6,202 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $133.18万 | 0.20% | 52,167 | 213 | 0.4% | $5,438 | 加仓 |
| GLD | SPDR GOLD TR | $132.78万 | 0.20% | 3,086 | -264 | -7.9% | -$11.36万 | 减仓 |
| IBMR | ISHARES TR | $129.43万 | 0.19% | 51,058 | 211 | 0.4% | $5,349 | 加仓 |
| QQQ | INVESCO QQQ TR | $125.47万 | 0.19% | 2,174 | 28 | 1.3% | $1.62万 | 加仓 |
| IBMS | ISHARES TR | $122.45万 | 0.18% | 47,407 | 47,407 | — | $122.45万 | 新建仓 |
| DNL | WISDOMTREE TR | $118.60万 | 0.18% | 29,378 | 2,583 | 9.6% | $10.43万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $106.43万 | 0.16% | 11,999 | -100 | -0.8% | -$8,870 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $102.30万 | 0.15% | 52,380 | -17,983 | -25.6% | -$35.12万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $100.95万 | 0.15% | 19,439 | 4,511 | 30.2% | $23.43万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $94.16万 | 0.14% | 47,982 | -4,420 | -8.4% | -$8.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $90.28万 | 0.13% | 10,241 | -18 | -0.2% | -$1,587 | 减仓 |
| SGOV | ISHARES TR | $90.09万 | 0.13% | 8,950 | -1,377 | -13.3% | -$13.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.75万 | 0.13% | 4,575 | 766 | 20.1% | $15.03万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $85.33万 | 0.13% | 36,118 | -1,984 | -5.2% | -$4.69万 | 减仓 |
| BIL | SPDR SERIES TRUST | $82.15万 | 0.12% | 8,965 | -1,974 | -18.0% | -$18.09万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $81.96万 | 0.12% | 16,353 | -100 | -0.6% | -$5,012 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $80.18万 | 0.12% | 7,269 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $80.07万 | 0.12% | 2,784 | 193 | 7.4% | $5.55万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $68.65万 | 0.10% | 29,024 | 857 | 3.0% | $2.03万 | 加仓 |
| CLOI | VANECK ETF TRUST | $68.50万 | 0.10% | 12,997 | -111,696 | -89.6% | -$588.66万 | 减仓 |
| SDY | SPDR SERIES TRUST | $66.35万 | 0.10% | 4,547 | 173 | 4.0% | $2.52万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $66.12万 | 0.10% | 28,720 | 17 | 0.1% | $391 | 加仓 |
| AMZN | AMAZON COM INC | $65.58万 | 0.10% | 3,149 | 179 | 6.0% | $3.73万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $65.49万 | 0.10% | 27,995 | 861 | 3.2% | $2.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $64.23万 | 0.09% | 6,915 | -35 | -0.5% | -$3,251 | 减仓 |
| — | BNY MELLON ETF TRUST | $63.92万 | 0.09% | 5,611 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $62.82万 | 0.09% | 683 | 8 | 1.2% | $7,358 | 加仓 |
| MGV | VANGUARD WORLD FD | $61.75万 | 0.09% | 4,260 | 108 | 2.6% | $1.57万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $61.27万 | 0.09% | 20,090 | 4,487 | 28.8% | $13.69万 | 加仓 |
| — | MATTHEWS ASIA FDS | $60.50万 | 0.09% | 15,903 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $59.21万 | 0.09% | 1,035 | -40 | -3.7% | -$2.29万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $58.98万 | 0.09% | 15,228 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $58.68万 | 0.09% | 1,888 | 12 | 0.6% | $3,729 | 加仓 |
| F | FORD MTR CO | $57.12万 | 0.08% | 49,500 | -2,867 | -5.5% | -$3.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $56.98万 | 0.08% | 3,267 | 265 | 8.8% | $4.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $55.71万 | 0.08% | 3,394 | -405 | -10.7% | -$6.65万 | 减仓 |
| IBMO | ISHARES TR | $55.63万 | 0.08% | 21,703 | -47,328 | -68.6% | -$121.30万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $54.82万 | 0.08% | 22,149 | 9,741 | 78.5% | $24.11万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $52.88万 | 0.08% | 5,279 | -94 | -1.7% | -$9,416 | 减仓 |
| ES | EVERSOURCE ENERGY | $49.11万 | 0.07% | 7,088 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $47.62万 | 0.07% | 11,697 | 10 | 0.1% | $407 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.05万 | 0.07% | 15,010 | -1,522 | -9.2% | -$4.67万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $44.94万 | 0.07% | 9,685 | -1,167 | -10.8% | -$5.41万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.75万 | 0.06% | 8,278 | -591 | -6.7% | -$3.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.13万 | 0.06% | 14,145 | 2,423 | 20.7% | $7.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $40.48万 | 0.06% | 6,835 | 21 | 0.3% | $1,244 | 加仓 |
| GOOG | ALPHABET INC | $40.25万 | 0.06% | 1,403 | 27 | 2.0% | $7,746 | 加仓 |
| AGG | ISHARES TR | $39.76万 | 0.06% | 4,006 | 329 | 8.9% | $3.27万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $39.57万 | 0.06% | 10,046 | -2,500 | -19.9% | -$9.85万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.05万 | 0.06% | 13,406 | -622 | -4.4% | -$1.81万 | 减仓 |
| FEOE | RBB FUND TRUST | $39.03万 | 0.06% | 7,734 | -689 | -8.2% | -$3.48万 | 减仓 |
| IEFA | ISHARES TR | $38.87万 | 0.06% | 4,294 | -103 | -2.3% | -$9,325 | 减仓 |