SENTINEL WEALTH MANAGEMENT, INC.
RESTON VA · SEC CIK 0001929328
$1.42亿2026Q2 申报市值
39持仓数
73.8%前十大占比 · 第一大 14.9%
0 / 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
AVRE 加仓+$40.52万
DFAI 加仓+$32.76万
DIMENSIONAL ETF 加仓+$23.25万
DIMENSIONAL ETF 加仓+$18.44万
AGG 加仓+$14.24万
2026Q2 卖出最多 按季末市值估算
SUB 减仓-$10.75万
IWB 减仓-$8.68万
IWN 减仓-$4.78万
VONV 减仓-$1.53万
IXUS 减仓-$1.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $2,110.64万 | 14.88% | 51,542 | -212 | -0.4% | -$8.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,848.94万 | 13.03% | 224,550 | 2,239 | 1.0% | $18.44万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,322.63万 | 9.32% | 145,009 | 664 | 0.5% | $6.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,070.16万 | 7.54% | 275,885 | 5,993 | 2.2% | $23.25万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $930.50万 | 6.56% | 225,575 | 7,941 | 3.6% | $32.76万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $841.09万 | 5.93% | 79,117 | -144 | -0.2% | -$1.53万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $682.28万 | 4.81% | 144,001 | 8,553 | 6.3% | $40.52万 | 加仓 |
| XSOE | WISDOMTREE TR | $592.86万 | 4.18% | 120,549 | 1,889 | 1.6% | $9.29万 | 加仓 |
| IWN | ISHARES TR | $573.99万 | 4.05% | 25,949 | -216 | -0.8% | -$4.78万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $496.20万 | 3.50% | 102,659 | -192 | -0.2% | -$9,280 | 减仓 |
| SUB | ISHARES TR | $473.25万 | 3.34% | 44,449 | -1,010 | -2.2% | -$10.75万 | 减仓 |
| IXUS | ISHARES TR | $440.26万 | 3.10% | 46,130 | -159 | -0.3% | -$1.52万 | 减仓 |
| IJR | ISHARES TR | $304.29万 | 2.14% | 20,517 | 575 | 2.9% | $8.53万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $245.31万 | 1.73% | 61,007 | -291 | -0.5% | -$1.17万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $190.86万 | 1.35% | 39,971 | 2,708 | 7.3% | $12.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $187.99万 | 1.33% | 2,550 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $177.78万 | 1.25% | 17,961 | 1,439 | 8.7% | $14.24万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $167.63万 | 1.18% | 16,240 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $167.37万 | 1.18% | 4,523 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $138.98万 | 0.98% | 16,134 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $122.99万 | 0.87% | 36,041 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $98.64万 | 0.70% | 3,283 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $94.44万 | 0.67% | 9,794 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.84万 | 0.63% | 1,260 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $85.92万 | 0.61% | 2,181 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $81.27万 | 0.57% | 1,906 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $76.32万 | 0.54% | 3,815 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $68.19万 | 0.48% | 5,492 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $61.28万 | 0.43% | 1,170 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $60.67万 | 0.43% | 5,165 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $57.51万 | 0.41% | 768 | -4 | -0.5% | -$2,996 | 减仓 |
| SCZ | ISHARES TR | $52.87万 | 0.37% | 6,426 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $51.81万 | 0.37% | 2,137 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.97万 | 0.36% | 13,864 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $43.06万 | 0.30% | 4,952 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $42.72万 | 0.30% | 4,112 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $37.42万 | 0.26% | 3,660 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $27.17万 | 0.19% | 12,206 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $21.38万 | 0.15% | 11,183 | 0 | 0.0% | — | 不变 |