SJBENEN ADVISORY, LLC
CHAPEL HILL NC · SEC CIK 0001813225
$1.76亿2026Q2 申报市值
34持仓数
83.1%前十大占比 · 第一大 36.4%
5 / 0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
SPY 加仓+$1,742.67万
VTI 加仓+$853.24万
ITOT 加仓+$761.90万
TLT 加仓+$578.98万
LTPZ 加仓+$87.03万
2026Q2 卖出最多 按季末市值估算
IBIT 减仓-$212.28万
COIN 减仓-$104.05万
SGOV 减仓-$74.19万
BRK/B 减仓-$5.02万
TSLA 减仓-$4.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $6,416.28万 | 36.36% | 86,012 | 23,361 | 37.3% | $1,742.67万 | 加仓 |
| ITOT | ISHARES TR | $1,769.32万 | 10.03% | 107,979 | 46,498 | 75.6% | $761.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,759.50万 | 9.97% | 47,687 | 23,125 | 94.1% | $853.24万 | 加仓 |
| TLT | ISHARES TR | $1,545.97万 | 8.76% | 179,700 | 67,300 | 59.9% | $578.98万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $793.02万 | 4.49% | 50,300 | -6,600 | -11.6% | -$104.05万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $740.99万 | 4.20% | 222,000 | -63,600 | -22.3% | -$212.28万 | 减仓 |
| AAPL | APPLE INC | $591.55万 | 3.35% | 19,221 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $382.16万 | 2.17% | 29,426 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $333.65万 | 1.89% | 8,000 | -100 | -1.2% | -$4.17万 | 减仓 |
| LTPZ | PIMCO ETF TR | $333.02万 | 1.89% | 66,474 | 17,373 | 35.4% | $87.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $321.01万 | 1.82% | 9,700 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $304.05万 | 1.72% | 105,153 | 28,725 | 37.6% | $83.06万 | 加仓 |
| IXUS | ISHARES TR | $301.64万 | 1.71% | 31,690 | 8,504 | 36.7% | $80.95万 | 加仓 |
| SGOV | ISHARES TR | $281.16万 | 1.59% | 27,935 | -7,371 | -20.9% | -$74.19万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $263.66万 | 1.49% | 79,200 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $229.24万 | 1.30% | 27,418 | 3,926 | 16.7% | $32.83万 | 加仓 |
| TIP | ISHARES TR 看跌期权 | $168.52万 | 0.95% | 15,400 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.49万 | 0.89% | 3,137 | -100 | -3.1% | -$5.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $133.23万 | 0.75% | 1,940 | 40 | 2.1% | $2.75万 | 加仓 |
| — | DIREXION SHARES ETF TRUST 看跌期权 | $118.59万 | 0.67% | 32,000 | 32,000 | — | $118.59万 | 新建仓 |
| TLT | ISHARES TR 看跌期权 | $116.67万 | 0.66% | 13,500 | 2,400 | 21.6% | $20.74万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $105.15万 | 0.60% | 2,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $97.47万 | 0.55% | 1,302 | 143 | 12.3% | $10.71万 | 加仓 |
| — | WELLS FARGO & CO | $61.86万 | 0.35% | 532 | 64 | 13.7% | $7.44万 | 重新持有 |
| GLD | SPDR GOLD TR | $55.26万 | 0.31% | 1,500 | 1,500 | — | $55.26万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $54.49万 | 0.31% | 5,800 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $42.06万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $31.66万 | 0.18% | 254 | -10 | -3.8% | -$1.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.98万 | 0.18% | 590 | 0 | 0.0% | — | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $30.97万 | 0.18% | 3,200 | 900 | 39.1% | $8.71万 | 加仓 |
| CSCO | CISCO SYS INC | $25.10万 | 0.14% | 2,231 | 2,231 | — | $25.10万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.20万 | 0.13% | 650 | 650 | — | $23.20万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $22.89万 | 0.13% | 646 | 646 | — | $22.89万 | 新建仓 |
| — | NRX PHARMACEUTICALS INC | $5.78万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |