Tenon Financial LLC
METUCHEN NJ · SEC CIK 0002020781
$2.55亿2026Q1 申报市值
54持仓数
88.9%前十大占比 · 第一大 23.3%
5 / 1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
VXUS 加仓+$491.91万
VXF 加仓+$463.71万
BND 加仓+$373.97万
VOO 加仓+$342.75万
VTI 加仓+$159.44万
2026Q1 卖出最多 按季末市值估算
DIS 清仓-$22.10万
IVV 减仓-$20.64万
SPGI 减仓-$16.76万
VEA 减仓-$13.80万
GOOG 重新持有-$9.55万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,940.35万 | 23.34% | 99,412 | 5,736 | 6.1% | $342.75万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $5,169.97万 | 20.31% | 251,213 | 22,532 | 9.9% | $463.71万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,365.12万 | 17.15% | 566,090 | 63,793 | 12.7% | $491.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,541.00万 | 13.91% | 480,853 | 50,784 | 11.8% | $373.97万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,317.99万 | 5.18% | 205,679 | -2,153 | -1.0% | -$13.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $858.21万 | 3.37% | 26,751 | 4,970 | 22.8% | $159.44万 | 加仓 |
| AAPL | APPLE INC | $382.16万 | 1.50% | 15,058 | 666 | 4.6% | $16.90万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $380.65万 | 1.50% | 194,906 | 19,420 | 11.1% | $37.93万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $351.04万 | 1.38% | 178,875 | 19,280 | 12.1% | $37.84万 | 加仓 |
| ITOT | ISHARES TR | $321.04万 | 1.26% | 22,540 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $214.41万 | 0.84% | 2,331 | 14 | 0.6% | $1.29万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $198.52万 | 0.78% | 97,203 | 19,528 | 25.1% | $39.88万 | 加仓 |
| AMZN | AMAZON COM INC | $171.70万 | 0.67% | 8,244 | 364 | 4.6% | $7.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $153.15万 | 0.60% | 4,137 | 376 | 10.0% | $13.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $139.82万 | 0.55% | 3,355 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $134.91万 | 0.53% | 22,655 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $113.69万 | 0.45% | 5,844 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $108.58万 | 0.43% | 21,763 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $104.89万 | 0.41% | 6,014 | 2,309 | 62.3% | $40.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $97.49万 | 0.38% | 2,232 | -24 | -1.1% | -$1.05万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $90.82万 | 0.36% | 8,221 | 18 | 0.2% | $1,989 | 加仓 |
| IVV | ISHARES TR | $86.56万 | 0.34% | 1,325 | -316 | -19.3% | -$20.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $69.06万 | 0.27% | 3,598 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $65.14万 | 0.26% | 1,129 | 324 | 40.2% | $18.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.29万 | 0.25% | 3,277 | 170 | 5.5% | $3.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.38万 | 0.24% | 11,171 | 317 | 2.9% | $1.71万 | 加仓 |
| — | EXXON MOBIL CORP | $59.79万 | 0.23% | 3,524 | 108 | 3.2% | $1.83万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $51.08万 | 0.20% | 1,492 | -157 | -9.5% | -$5.38万 | 减仓 |
| META | META PLATFORMS INC | $46.59万 | 0.18% | 814 | 49 | 6.4% | $2.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.73万 | 0.18% | 14,907 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $43.76万 | 0.17% | 10,812 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $43.35万 | 0.17% | 1,507 | 327 | 27.7% | $9.41万 | 加仓 |
| IXUS | ISHARES TR | $42.67万 | 0.17% | 4,925 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $42.17万 | 0.17% | 891 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.83万 | 0.16% | 8,498 | 8,498 | — | $40.83万 | 新建仓 |
| IWM | ISHARES TR | $40.03万 | 0.16% | 1,614 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $37.78万 | 0.15% | 2,551 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $37.17万 | 0.15% | 9,566 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $34.44万 | 0.14% | 966 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.88万 | 0.13% | 521 | 1 | 0.2% | $650 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.10万 | 0.12% | 910 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $30.94万 | 0.12% | 15,930 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.96万 | 0.10% | 905 | -333 | -26.9% | -$9.55万 | 重新持有 |
| RKLB | ROCKET LAB CORP | $25.90万 | 0.10% | 4,033 | 33 | 0.8% | $2,119 | 加仓 |
| IJR | ISHARES TR | $25.49万 | 0.10% | 2,050 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $25.08万 | 0.10% | 1,887 | 1,887 | — | $25.08万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $25.04万 | 0.10% | 5,117 | 509 | 11.0% | $2.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.94万 | 0.10% | 1,705 | 5 | 0.3% | $731 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $24.90万 | 0.10% | 3,176 | 18 | 0.6% | $1,411 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.27万 | 0.10% | 845 | 845 | — | $24.27万 | 新建仓 |
| EMXC | ISHARES INC | $23.61万 | 0.09% | 3,002 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $23.57万 | 0.09% | 1,085 | 1,085 | — | $23.57万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $22.71万 | 0.09% | 534 | -394 | -42.5% | -$16.76万 | 减仓 |
| IEFA | ISHARES TR | $21.84万 | 0.09% | 2,412 | 2,412 | — | $21.84万 | 新建仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,942 | -100.0% | -$22.10万 | 清仓 |