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
BIV VANGUARD BD INDEX FDS $3,035.92万20.79%395,818 -1,002-0.3% -$7.69万 减仓
VTI VANGUARD INDEX FDS $2,618.95万17.93%70,775 -1,010-1.4% -$37.37万 减仓
DFUS DIMENSIONAL ETF TRUST $969.93万6.64%118,371 -4,161-3.4% -$34.10万 减仓
DFUV DIMENSIONAL ETF TRUST $855.71万5.86%155,556 -6,691-4.1% -$36.81万 减仓
— DIMENSIONAL ETF TRUST $746.50万5.11%106,795 -3,365-3.1% -$23.52万 减仓
— DIMENSIONAL ETF TRUST $648.69万4.44%78,782 -1,954-2.4% -$16.09万 减仓
BNDX VANGUARD CHARLOTTE FDS $623.11万4.27%128,662 3,7423.0% $18.12万 加仓
— DIMENSIONAL ETF TRUST $566.31万3.88%216,478 3,2231.5% $8.43万 加仓
AMZN AMAZON COM INC $453.69万3.11%19,035 00.0% — 不变
MSFT MICROSOFT CORP $313.60万2.15%8,407 -73-0.9% -$2.72万 减仓
— DIMENSIONAL ETF TRUST $297.62万2.04%67,091 -3,241-4.6% -$14.38万 减仓
COST COSTCO WHOLESALE CORPORATION $270.35万1.85%2,890 -29-1.0% -$2.71万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $260.70万1.79%5,957 00.0% — 不变
VTIP VANGUARD MALVERN FDS $200.16万1.37%39,849 10,79137.1% $54.20万 加仓
GOOG ALPHABET INC $175.96万1.20%4,980 -5-0.1% -$1,767 减仓
DFAU DIMENSIONAL ETF TRUST $172.36万1.18%33,344 4,94717.4% $25.57万 加仓
DFAI DIMENSIONAL ETF TRUST $156.40万1.07%37,914 5,61017.4% $23.14万 加仓
AAPL APPLE INC $155.70万1.07%5,381 -100-1.8% -$2.89万 减仓
VUG VANGUARD INDEX FDS $131.19万0.90%15,230 -250-1.6% -$2.15万 减仓
QUAL ISHARES TR $127.03万0.87%5,789 -268-4.4% -$5.88万 减仓
QQQ INVESCO QQQ TR $104.97万0.72%1,425 -370-20.6% -$27.26万 减仓
DFLV DIMENSIONAL ETF TRUST $98.22万0.67%24,840 -191-0.8% -$7,552 减仓
QQQM INVESCO EXCH TRADED FD TR II $81.95万0.56%2,705 -298-9.9% -$9.03万 减仓
GOOGL ALPHABET INC $76.64万0.52%2,145 -41-1.9% -$1.46万 减仓
SBUX STARBUCKS CORP $67.90万0.46%6,644 -616-8.5% -$6.29万 减仓
VOO VANGUARD INDEX FDS $66.83万0.46%973 24934.4% $17.10万 加仓
SCHV SCHWAB STRATEGIC TR $66.01万0.45%18,964 -200-1.0% -$6,962 减仓
SCHG SCHWAB STRATEGIC TR $65.56万0.45%19,373 6563.5% $2.22万 加仓
BND VANGUARD BD INDEX FDS $58.39万0.40%7,954 -150-1.9% -$1.10万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $56.45万0.39%1,182 -43-3.5% -$2.05万 减仓
VEA VANGUARD TAX-MANAGED FDS $52.77万0.36%7,407 -682-8.4% -$4.86万 减仓
ERIE ERIE INDTY CO $42.17万0.29%1,759 -1-0.1% -$240 减仓
IVV ISHARES TR $39.69万0.27%530 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $37.13万0.25%9,233 1,19914.9% $4.82万 加仓
SCHR SCHWAB STRATEGIC TR $34.19万0.23%13,865 2,66323.8% $6.57万 加仓
NVDA NVIDIA CORPORATION $32.02万0.22%1,600 15010.3% $3.00万 加仓
VNQ VANGUARD INDEX FDS $27.83万0.19%2,886 00.0% — 不变
IWB ISHARES TR $26.33万0.18%643 00.0% — 不变
XLK SELECT SECTOR SPDR TR $24.01万0.16%1,260 1,260— $24.01万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $23.14万0.16%3,877 -595-13.3% -$3.55万 减仓
IJH ISHARES TR $22.75万0.16%2,950 00.0% — 不变
IWD ISHARES TR $20.07万0.14%828 -125-13.1% -$3.03万 减仓
SPY STATE STR SPDR S&P 500 ETF T $19.10万0.13%256 12088.2% $8.95万 加仓
GLD SPDR GOLD TR $18.05万0.12%490 40.8% $1,474 加仓
XLU SELECT SECTOR SPDR TR $17.21万0.12%3,796 1805.0% $8,161 加仓
IDCC INTERDIGITAL INC $16.99万0.12%600 00.0% — 不变
— EXXON MOBIL CORP $15.33万0.10%1,121 00.0% — 不变
SDY SPDR SERIES TRUST $15.23万0.10%1,001 00.0% — 不变
IWM ISHARES TR $13.94万0.10%464 00.0% — 不变
IJR ISHARES TR $13.91万0.10%938 -37-3.8% -$5,487 减仓
VO VANGUARD INDEX FDS $13.37万0.09%1,660 00.0% — 不变
VB VANGUARD INDEX FDS $13.22万0.09%436 00.0% — 不变
TSLA TESLA INC $12.72万0.09%302 -3-1.0% -$1,263 减仓
FDX FEDEX CORP $12.71万0.09%406 -51-11.2% -$1.60万 减仓
CRWV COREWEAVE INC $12.40万0.08%1,246 00.0% — 不变
BA BOEING CO $11.54万0.08%533 00.0% — 不变
EFA ISHARES TR $11.32万0.08%1,090 00.0% — 不变
AMGN AMGEN INC $11.20万0.08%309 20.7% $725 加仓
VIG VANGUARD SPECIALIZED FUNDS $10.58万0.07%447 22096.9% $5.21万 加仓
— DIMENSIONAL ETF TRUST $10.13万0.07%2,427 -57-2.3% -$2,379 减仓
META META PLATFORMS INC $9.63万0.07%171 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $9.60万0.07%823 23640.2% $2.75万 加仓
— DIMENSIONAL ETF TRUST $9.23万0.06%2,380 1325.9% $5,120 加仓
JPM JPMORGAN CHASE & CO $9.19万0.06%281 00.0% — 不变
EEM ISHARES TR $9.02万0.06%1,318 -45-3.3% -$3,078 减仓
JNJ JOHNSON & JOHNSON $8.61万0.06%339 10.3% $254 加仓
TMO THERMO FISHER SCIENTIFIC INC $8.37万0.06%167 00.0% — 不变
IWN ISHARES TR $8.23万0.06%372 -28-7.0% -$6,194 减仓
RIVN RIVIAN AUTOMOTIVE INC $7.67万0.05%4,420 00.0% — 不变
XLV SELECT SECTOR SPDR TR $7.54万0.05%475 475— $7.54万 新建仓
XLC SELECT SECTOR SPDR TR $7.50万0.05%700 700— $7.50万 新建仓
KO COCA COLA CO $7.44万0.05%915 00.0% — 不变
ABBV ABBVIE INC $7.37万0.05%293 10.3% $252 加仓
PANW PALO ALTO NETWORKS INC $7.26万0.05%213 00.0% — 不变
XLE SELECT SECTOR SPDR TR $7.24万0.05%1,363 503.8% $2,656 加仓
MRK MERCK & CO INC $7.04万0.05%548 20.4% $257 加仓
NEE NEXTERA ENERGY INC $7.02万0.05%800 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $7.00万0.05%4,707 00.0% — 不变
V VISA INC $6.83万0.05%199 00.0% — 不变
WSFS WSFS FINL CORP $6.81万0.05%888 -562-38.8% -$4.31万 减仓
CVX CHEVRON CORPORATION $6.68万0.05%403 -41-9.2% -$6,796 减仓
IWO ISHARES TR $6.58万0.05%167 -16-8.7% -$6,303 减仓
ESGD ISHARES TR $6.32万0.04%615 615— $6.32万 新建仓
RTX RTX CORPORATION $6.30万0.04%332 20.6% $380 加仓
IJS ISHARES TR $6.27万0.04%459 00.0% — 不变
QDF FLEXSHARES TR $6.12万0.04%681 681— $6.12万 新建仓
VT VANGUARD INTL EQUITY INDEX F $5.67万0.04%361 361— $5.67万 新建仓
NFLX NETFLIX INC $5.57万0.04%780 00.0% — 不变
HPQ HP INC $5.44万0.04%2,478 70.3% $154 加仓
TIP ISHARES TR $5.37万0.04%491 00.0% — 不变
DVY ISHARES TR $5.36万0.04%343 00.0% — 不变
VXUS VANGUARD STAR FDS $5.35万0.04%626 478.1% $4,019 加仓
WEC WEC ENERGY GROUP INC $5.30万0.04%454 10.2% $117 加仓
SCHP SCHWAB STRATEGIC TR $5.05万0.03%1,904 -212-10.0% -$5,618 减仓
ECL ECOLAB INC $4.96万0.03%178 00.0% — 不变
ABT ABBOTT LABORATORIES $4.95万0.03%545 -32-5.5% -$2,904 减仓
T AT&T INC $4.81万0.03%2,322 50.2% $103 加仓
GS GOLDMAN SACHS GROUP INC $4.75万0.03%47 00.0% — 不变
NI NISOURCE INC $4.70万0.03%989 00.0% — 不变
SLB SLB LIMITED $4.65万0.03%1,000 00.0% — 不变