SJBENEN ADVISORY, LLC
CHAPEL HILL NC · SEC CIK 0001813225
$1.20亿2026Q1 申报市值
27持仓数
86.6%前十大占比 · 第一大 34.0%
3 / 4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
TLT 加仓+$131.77万
VOO 新建仓+$113.53万
BRK/B 加仓+$101.83万
SCHW 新建仓+$54.51万
VNQ 新建仓+$20.40万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,948.22万
VTI 减仓-$756.89万
ITOT 减仓-$677.28万
LTPZ 减仓-$156.08万
IEF 清仓-$132.70万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR 看跌期权 | $0 | 0.00% | 0 | -37,100 | -100.0% | -$254.10万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -13,800 | -100.0% | -$132.70万 | 清仓 |
| — | PROSHARES TR 看跌期权 | $0 | 0.00% | 0 | -23,300 | -100.0% | -$114.96万 | 清仓 |
| IEF | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$33.66万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC 看跌期权 | $50 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $6,154 | 0.01% | 79,200 | 0 | 0.0% | — | 不变 |
| — | NRX PHARMACEUTICALS INC | $3.19万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR 看跌期权 | $4.74万 | 0.04% | 15,400 | 9,800 | 175.0% | $3.01万 | 加仓 |
| TLT | ISHARES TR 看跌期权 | $5.21万 | 0.04% | 11,100 | 5,500 | 98.2% | $2.58万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.40万 | 0.17% | 2,300 | 2,300 | — | $20.40万 | 新建仓 |
| — | BANK AMERICA CORP | $31.46万 | 0.26% | 264 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $34.72万 | 0.29% | 1,400 | -3,300 | -70.2% | -$81.84万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $54.51万 | 0.45% | 5,800 | 5,800 | — | $54.51万 | 新建仓 |
| IVV | ISHARES TR | $75.71万 | 0.63% | 1,159 | -143 | -11.0% | -$9.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.53万 | 0.95% | 1,900 | 1,900 | — | $113.53万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.12万 | 1.29% | 3,237 | 2,125 | 191.1% | $101.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $176.42万 | 1.47% | 23,492 | -4,051 | -14.7% | -$30.42万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $191.83万 | 1.60% | 76,428 | -28,715 | -27.3% | -$72.07万 | 减仓 |
| IXUS | ISHARES TR | $200.88万 | 1.68% | 23,186 | -8,604 | -27.1% | -$74.55万 | 减仓 |
| LTPZ | PIMCO ETF TR | $250.56万 | 2.09% | 49,101 | -30,585 | -38.4% | -$156.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $285.34万 | 2.38% | 9,700 | 582 | 6.4% | $17.12万 | 加仓 |
| TSLA | TESLA INC | $301.12万 | 2.51% | 8,100 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $355.39万 | 2.97% | 35,306 | -7,854 | -18.2% | -$79.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $430.44万 | 3.59% | 29,426 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $487.82万 | 4.07% | 19,221 | -34 | -0.2% | -$8,629 | 减仓 |
| VTI | VANGUARD INDEX FDS | $787.97万 | 6.58% | 24,562 | -23,593 | -49.0% | -$756.89万 | 减仓 |
| ITOT | ISHARES TR | $875.67万 | 7.31% | 61,481 | -47,552 | -43.6% | -$677.28万 | 减仓 |
| TLT | ISHARES TR | $974.40万 | 8.13% | 112,400 | 15,200 | 15.6% | $131.77万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $993.53万 | 8.29% | 56,900 | -3,000 | -5.0% | -$52.38万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,097.28万 | 9.16% | 285,600 | -14,200 | -4.7% | -$54.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,074.45万 | 34.00% | 62,651 | -29,957 | -32.3% | -$1,948.22万 | 减仓 |