13F 机构持仓

Seneschal Advisors, LLC

TACOMA WA · SEC CIK 0002039659

2026Q22026Q1 更早 9 个季度 🔒
$1.46亿2026Q2 申报市值
596持仓数
74.2%前十大占比 · 第一大 20.8%
30 / 30新建仓 / 清仓
申报市值走势$1.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIV 20.8%
VTI 17.9%
DFUS 6.6%
DFUV 5.9%
DIMENSIONAL ET 5.1%
DIMENSIONAL ET 4.4%
BNDX 4.3%
DIMENSIONAL ET 3.9%
AMZN 3.1%
MSFT 2.1%

2026Q2 买入最多 按季末市值估算

VTIP 加仓+$54.20万
DFAU 加仓+$25.57万
XLK 新建仓+$24.01万
DFAI 加仓+$23.14万
BNDX 加仓+$18.12万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$37.37万
DFUV 减仓-$36.81万
DFUS 减仓-$34.10万
QQQ 减仓-$27.26万
DIMENSIONAL ETF 减仓-$23.52万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
CRWD CROWDSTRIKE HLDGS INC $2.37万0.02%31 00.0% — 不变
MGV VANGUARD WORLD FD $2.45万0.02%150 00.0% — 不变
TMUS T-MOBILE US INC $2.55万0.02%152 00.0% — 不变
DFSI DIMENSIONAL ETF TRUST $2.72万0.02%602 602— $2.72万 新建仓
FDXF FEDEX FGHT HLDG CO INC $3.05万0.02%202 202— $3.05万 新建仓
UNIT UNITI GROUP LLC $3.12万0.02%2,723 2,723— $3.12万 新建仓
TR TOOTSIE ROLL INDS INC $3.35万0.02%846 -1-0.1% -$40 减仓
HD HOME DEPOT INC $3.41万0.02%97 -7-6.7% -$2,460 减仓
DFSU DIMENSIONAL ETF TRUST $3.45万0.02%740 740— $3.45万 新建仓
GLTR ABRDN PRECIOUS METALS BASKET $3.50万0.02%193 2514.9% $4,529 加仓
LLY ELI LILLY & CO $3.60万0.02%30 00.0% — 不变
UCO PROSHARES TR II $3.66万0.03%1,110 00.0% — 不变
ING ING GROEP NV $3.66万0.03%1,167 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $3.86万0.03%226 226— $3.86万 新建仓
IWF ISHARES TR $3.87万0.03%312 00.0% — 不变
SCHW SCHWAB CHARLES CORP $3.98万0.03%431 10.2% $92 加仓
IOO ISHARES TR $4.10万0.03%300 00.0% — 不变
MGK VANGUARD WORLD FD $4.22万0.03%480 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.29万0.03%121 00.0% — 不变
BN BROOKFIELD CORP $4.31万0.03%1,012 00.0% — 不变
VIS VANGUARD WORLD FD $4.40万0.03%122 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $4.42万0.03%177 00.0% — 不变
VHT VANGUARD WORLD FD $4.49万0.03%150 00.0% — 不变
MU MICRON TECHNOLOGY INC $4.50万0.03%39 29290.0% $3.35万 加仓
VDE VANGUARD WORLD FD $4.50万0.03%300 300— $4.50万 新建仓
VZ VERIZON COMMUNICATIONS INC $4.58万0.03%1,081 -375-25.8% -$1.59万 减仓
SLB SLB LIMITED $4.65万0.03%1,000 00.0% — 不变
NI NISOURCE INC $4.70万0.03%989 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $4.75万0.03%47 00.0% — 不变
T AT&T INC $4.81万0.03%2,322 50.2% $103 加仓
ABT ABBOTT LABORATORIES $4.95万0.03%545 -32-5.5% -$2,904 减仓
ECL ECOLAB INC $4.96万0.03%178 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $5.05万0.03%1,904 -212-10.0% -$5,618 减仓
WEC WEC ENERGY GROUP INC $5.30万0.04%454 10.2% $117 加仓
VXUS VANGUARD STAR FDS $5.35万0.04%626 478.1% $4,019 加仓
DVY ISHARES TR $5.36万0.04%343 00.0% — 不变
TIP ISHARES TR $5.37万0.04%491 00.0% — 不变
HPQ HP INC $5.44万0.04%2,478 70.3% $154 加仓
NFLX NETFLIX INC $5.57万0.04%780 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $5.67万0.04%361 361— $5.67万 新建仓
QDF FLEXSHARES TR $6.12万0.04%681 681— $6.12万 新建仓
IJS ISHARES TR $6.27万0.04%459 00.0% — 不变
RTX RTX CORPORATION $6.30万0.04%332 20.6% $380 加仓
ESGD ISHARES TR $6.32万0.04%615 615— $6.32万 新建仓
IWO ISHARES TR $6.58万0.05%167 -16-8.7% -$6,303 减仓
CVX CHEVRON CORPORATION $6.68万0.05%403 -41-9.2% -$6,796 减仓
WSFS WSFS FINL CORP $6.81万0.05%888 -562-38.8% -$4.31万 减仓
V VISA INC $6.83万0.05%199 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $7.00万0.05%4,707 00.0% — 不变
NEE NEXTERA ENERGY INC $7.02万0.05%800 00.0% — 不变
MRK MERCK & CO INC $7.04万0.05%548 20.4% $257 加仓
XLE SELECT SECTOR SPDR TR $7.24万0.05%1,363 503.8% $2,656 加仓
PANW PALO ALTO NETWORKS INC $7.26万0.05%213 00.0% — 不变
ABBV ABBVIE INC $7.37万0.05%293 10.3% $252 加仓
KO COCA COLA CO $7.44万0.05%915 00.0% — 不变
XLC SELECT SECTOR SPDR TR $7.50万0.05%700 700— $7.50万 新建仓
XLV SELECT SECTOR SPDR TR $7.54万0.05%475 475— $7.54万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $7.67万0.05%4,420 00.0% — 不变
IWN ISHARES TR $8.23万0.06%372 -28-7.0% -$6,194 减仓
TMO THERMO FISHER SCIENTIFIC INC $8.37万0.06%167 00.0% — 不变
JNJ JOHNSON & JOHNSON $8.61万0.06%339 10.3% $254 加仓
EEM ISHARES TR $9.02万0.06%1,318 -45-3.3% -$3,078 减仓
JPM JPMORGAN CHASE & CO $9.19万0.06%281 00.0% — 不变
— DIMENSIONAL ETF TRUST $9.23万0.06%2,380 1325.9% $5,120 加仓
PLTR PALANTIR TECHNOLOGIES INC $9.60万0.07%823 23640.2% $2.75万 加仓
META META PLATFORMS INC $9.63万0.07%171 00.0% — 不变
— DIMENSIONAL ETF TRUST $10.13万0.07%2,427 -57-2.3% -$2,379 减仓
VIG VANGUARD SPECIALIZED FUNDS $10.58万0.07%447 22096.9% $5.21万 加仓
AMGN AMGEN INC $11.20万0.08%309 20.7% $725 加仓
EFA ISHARES TR $11.32万0.08%1,090 00.0% — 不变
BA BOEING CO $11.54万0.08%533 00.0% — 不变
CRWV COREWEAVE INC $12.40万0.08%1,246 00.0% — 不变
FDX FEDEX CORP $12.71万0.09%406 -51-11.2% -$1.60万 减仓
TSLA TESLA INC $12.72万0.09%302 -3-1.0% -$1,263 减仓
VB VANGUARD INDEX FDS $13.22万0.09%436 00.0% — 不变
VO VANGUARD INDEX FDS $13.37万0.09%1,660 00.0% — 不变
IJR ISHARES TR $13.91万0.10%938 -37-3.8% -$5,487 减仓
IWM ISHARES TR $13.94万0.10%464 00.0% — 不变
SDY SPDR SERIES TRUST $15.23万0.10%1,001 00.0% — 不变
— EXXON MOBIL CORP $15.33万0.10%1,121 00.0% — 不变
IDCC INTERDIGITAL INC $16.99万0.12%600 00.0% — 不变
XLU SELECT SECTOR SPDR TR $17.21万0.12%3,796 1805.0% $8,161 加仓
GLD SPDR GOLD TR $18.05万0.12%490 40.8% $1,474 加仓
SPY STATE STR SPDR S&P 500 ETF T $19.10万0.13%256 12088.2% $8.95万 加仓
IWD ISHARES TR $20.07万0.14%828 -125-13.1% -$3.03万 减仓
IJH ISHARES TR $22.75万0.16%2,950 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $23.14万0.16%3,877 -595-13.3% -$3.55万 减仓
XLK SELECT SECTOR SPDR TR $24.01万0.16%1,260 1,260— $24.01万 新建仓
IWB ISHARES TR $26.33万0.18%643 00.0% — 不变
VNQ VANGUARD INDEX FDS $27.83万0.19%2,886 00.0% — 不变
NVDA NVIDIA CORPORATION $32.02万0.22%1,600 15010.3% $3.00万 加仓
SCHR SCHWAB STRATEGIC TR $34.19万0.23%13,865 2,66323.8% $6.57万 加仓
DFAE DIMENSIONAL ETF TRUST $37.13万0.25%9,233 1,19914.9% $4.82万 加仓
IVV ISHARES TR $39.69万0.27%530 00.0% — 不变
ERIE ERIE INDTY CO $42.17万0.29%1,759 -1-0.1% -$240 减仓
VEA VANGUARD TAX-MANAGED FDS $52.77万0.36%7,407 -682-8.4% -$4.86万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $56.45万0.39%1,182 -43-3.5% -$2.05万 减仓
BND VANGUARD BD INDEX FDS $58.39万0.40%7,954 -150-1.9% -$1.10万 减仓
SCHG SCHWAB STRATEGIC TR $65.56万0.45%19,373 6563.5% $2.22万 加仓
SCHV SCHWAB STRATEGIC TR $66.01万0.45%18,964 -200-1.0% -$6,962 减仓