SENTINEL WEALTH MANAGEMENT, INC.
RESTON VA · SEC CIK 0001929328
$1.25亿2026Q1 申报市值
39持仓数
73.6%前十大占比 · 第一大 14.8%
1 / 0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
AVRE 加仓+$71.16万
AVLV 加仓+$70.15万
DFAI 加仓+$69.11万
DIMENSIONAL ETF 加仓+$50.72万
VONV 加仓+$27.32万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$5.53万
SUB 减仓-$4.91万
IXUS 减仓-$4.50万
IWN 减仓-$3.55万
DFSD 减仓-$6,320
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $1,845.34万 | 14.76% | 51,754 | -155 | -0.3% | -$5.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,581.30万 | 12.65% | 222,311 | 1,136 | 0.5% | $8.08万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,163.57万 | 9.31% | 144,345 | 8,702 | 6.4% | $70.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $945.70万 | 7.57% | 269,892 | 14,474 | 5.7% | $50.72万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $847.90万 | 6.78% | 217,634 | 17,739 | 8.9% | $69.11万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $742.99万 | 5.94% | 79,261 | 2,914 | 3.8% | $27.32万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $596.24万 | 4.77% | 135,448 | 16,166 | 13.6% | $71.16万 | 加仓 |
| IWN | ISHARES TR | $496.06万 | 3.97% | 26,165 | -187 | -0.7% | -$3.55万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $492.96万 | 3.94% | 102,851 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $484.14万 | 3.87% | 45,459 | -461 | -1.0% | -$4.91万 | 减仓 |
| XSOE | WISDOMTREE TR | $475.83万 | 3.81% | 118,660 | 2,982 | 2.6% | $11.96万 | 加仓 |
| IXUS | ISHARES TR | $401.05万 | 3.21% | 46,289 | -519 | -1.1% | -$4.50万 | 减仓 |
| IJR | ISHARES TR | $247.90万 | 1.98% | 19,942 | 370 | 1.9% | $4.60万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $207.56万 | 1.66% | 61,298 | -113 | -0.2% | -$3,826 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $178.42万 | 1.43% | 37,263 | -132 | -0.4% | -$6,320 | 减仓 |
| AGG | ISHARES TR | $164.01万 | 1.31% | 16,522 | 8 | 0.0% | $794 | 加仓 |
| QQQ | INVESCO QQQ TR | $147.18万 | 1.18% | 2,550 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $145.10万 | 1.16% | 4,523 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $137.89万 | 1.10% | 16,240 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $117.45万 | 0.94% | 2,689 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $116.12万 | 0.93% | 36,041 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $86.87万 | 0.69% | 9,794 | -71 | -0.7% | -$6,298 | 减仓 |
| IWM | ISHARES TR | $81.42万 | 0.65% | 3,283 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $77.90万 | 0.62% | 1,260 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $70.65万 | 0.57% | 1,906 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $68.44万 | 0.55% | 2,181 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $60.89万 | 0.49% | 3,815 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $58.54万 | 0.47% | 1,373 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $54.31万 | 0.43% | 1,170 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $52.46万 | 0.42% | 13,864 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $50.43万 | 0.40% | 772 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $50.39万 | 0.40% | 6,426 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $45.66万 | 0.37% | 2,137 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $44.76万 | 0.36% | 4,952 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.08万 | 0.32% | 5,165 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $39.94万 | 0.32% | 4,112 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $34.61万 | 0.28% | 3,660 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $27.26万 | 0.22% | 12,206 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $21.58万 | 0.17% | 11,183 | 11,183 | — | $21.58万 | 新建仓 |