13F 机构持仓

Seneschal Advisors, LLC

TACOMA WA · SEC CIK 0002039659

2026Q22026Q1 更早 9 个季度 🔒
$1.35亿2026Q1 申报市值
594持仓数
75.0%前十大占比 · 第一大 22.7%
24 / 19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 22.7%
VTI 17.1%
DFUS 6.5%
DFUV 5.8%
DIMENSIONAL ET 5.1%
BNDX 4.5%
DIMENSIONAL ET 4.3%
DIMENSIONAL ET 3.7%
AMZN 2.9%
MSFT 2.3%

2026Q1 买入最多 按季末市值估算

BIV 加仓+$64.62万
DIMENSIONAL ETF 加仓+$29.52万
SCHD 新建仓+$22.31万
BNDX 加仓+$21.96万
DFUS 加仓+$12.68万

2026Q1 卖出最多 按季末市值估算

TPL 减仓-$72.23万
VTIP 减仓-$28.86万
AMZN 减仓-$22.91万
NVDA 减仓-$17.44万
DFAI 减仓-$8.59万

2026Q1 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
VIS VANGUARD WORLD FD $3.81万0.03%122 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $3.67万0.03%168 -28-14.3% -$6,124 减仓
IOO ISHARES TR $3.63万0.03%300 00.0% — 不变
TR TOOTSIE ROLL INDS INC $3.62万0.03%847 253.0% $1,068 加仓
MGK VANGUARD WORLD FD $3.53万0.03%96 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $3.50万0.03%177 -25-12.4% -$4,938 减仓
HD HOME DEPOT INC $3.43万0.03%104 00.0% — 不变
PANW PALO ALTO NETWORKS INC $3.41万0.03%213 00.0% — 不变
IWF ISHARES TR $3.33万0.02%78 00.0% — 不变
TMUS T-MOBILE US INC $3.19万0.02%152 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $3.11万0.02%153 99183.3% $2.01万 加仓
ING ING GROEP N.V. $3.04万0.02%1,167 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $2.86万0.02%2,250 00.0% — 不变
LLY ELI LILLY & CO $2.76万0.02%30 00.0% — 不变
MCD MCDONALDS CORP $2.49万0.02%80 11.3% $311 加仓
ADBE ADOBE INC $2.48万0.02%102 -1-1.0% -$243 减仓
JNK SPDR SERIES TRUST $2.39万0.02%250 00.0% — 不变
CVS CVS HEALTH CORP $2.31万0.02%321 00.0% — 不变
WM WASTE MGMT INC DEL $2.30万0.02%100 00.0% — 不变
MGV VANGUARD WORLD FD $2.17万0.02%150 00.0% — 不变
MS MORGAN STANLEY $1.83万0.01%111 00.0% — 不变
HDV ISHARES TR $1.76万0.01%130 00.0% — 不变
FCX FREEPORT MCMORAN INC $1.76万0.01%300 00.0% — 不变
SLV ISHARES SILVER TR $1.74万0.01%255 00.0% — 不变
WMT WALMART INC $1.69万0.01%136 00.0% — 不变
PM PHILIP MORRIS INTL INC $1.65万0.01%100 00.0% — 不变
UL UNILEVER PLC $1.60万0.01%280 00.0% — 不变
LMT LOCKHEED MARTIN CORP $1.55万0.01%26 00.0% — 不变
GILD GILEAD SCIENCES INC $1.53万0.01%110 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $1.51万0.01%42 00.0% — 不变
— COTERRA ENERGY INC $1.41万0.01%401 00.0% — 不变
GE GE AEROSPACE $1.34万0.01%47 -18-27.7% -$5,117 减仓
ORCL ORACLE CORP $1.32万0.01%90 00.0% — 不变
CSCO CISCO SYS INC $1.31万0.01%169 00.0% — 不变
WMB WILLIAMS COS INC $1.28万0.01%176 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $1.24万0.01%46 00.0% — 不变
AVGO BROADCOM INC $1.24万0.01%40 00.0% — 不变
DIS DISNEY WALT CO $1.21万0.01%126 -2-1.6% -$193 减仓
CRWD CROWDSTRIKE HLDGS INC $1.21万0.01%31 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $1.19万0.01%57 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $1.18万0.01%49 00.0% — 不变
NKE NIKE INC $1.16万0.01%219 41.9% $211 加仓
IXC ISHARES TR $1.15万0.01%200 00.0% — 不变
XBI SPDR SERIES TRUST $1.15万0.01%90 00.0% — 不变
IEFA ISHARES TR $1.14万0.01%126 00.0% — 不变
CB CHUBB LTD SWITZ $9,4530.01%29 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $9,0670.01%161 00.0% — 不变
BLK BLACKROCK INC $8,6560.01%9 00.0% — 不变
ALK ALASKA AIR GROUP INC $8,5330.01%232 00.0% — 不变
DUK DUKE ENERGY CORP NEW $8,5120.01%65 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $8,4550.01%506 20.4% $33 加仓
DLR DIGITAL RLTY TR INC $8,2900.01%46 00.0% — 不变
GSK GSK PLC $8,1690.01%148 00.0% — 不变
MO ALTRIA GROUP INC $6,5990.00%100 00.0% — 不变
FXI ISHARES TR $5,9880.00%167 00.0% — 不变
INTC INTEL CORP $5,1300.00%116 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $5,1220.00%86 00.0% — 不变
BROS DUTCH BROS INC $5,0660.00%100 00.0% — 不变
DFIP DIMENSIONAL ETF TRUST $4,9650.00%119 -40-25.2% -$1,669 减仓
BKNG BOOKING HOLDINGS INC $4,2110.00%1 00.0% — 不变
PG PROCTER & GAMBLE CO $3,9990.00%28 13.7% $143 加仓
MA MASTERCARD INCORPORATED $3,9980.00%8 00.0% — 不变
LRCX LAM RESEARCH CORP $3,6330.00%17 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $3,5750.00%139 00.0% — 不变
CAT CATERPILLAR INC $3,5430.00%5 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $3,4550.00%17 -1-5.6% -$203 减仓
SPOT SPOTIFY TECHNOLOGY S A $3,3950.00%7 00.0% — 不变
MU MICRON TECHNOLOGY INC $3,3790.00%10 00.0% — 不变
LNN LINDSAY CORP $3,3340.00%28 00.0% — 不变
KLAC KLA CORP $2,9450.00%2 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $2,9250.00%18 00.0% — 不变
AMAT APPLIED MATLS INC $2,7350.00%8 00.0% — 不变
PFE PFIZER INC $2,7250.00%97 00.0% — 不变
GEV GE VERNOVA INC $2,6190.00%3 -4-57.1% -$3,492 减仓
LYEL LYELL IMMUNOPHARMA INC $2,5280.00%126 126— $2,528 新建仓
— AINOS INC $2,5020.00%1,800 00.0% — 不变
BAC BANK AMERICA CORP $2,4870.00%51 00.0% — 不变
NET CLOUDFLARE INC $2,2710.00%11 9450.0% $1,858 加仓
ETN EATON CORP PLC $2,1480.00%6 00.0% — 不变
AXP AMERICAN EXPRESS CO $2,1180.00%7 00.0% — 不变
LIN LINDE PLC $1,9840.00%4 00.0% — 不变
WFC WELLS FARGO & CO $1,9110.00%24 00.0% — 不变
WDC WESTERN DIGITAL CORP $1,8940.00%7 00.0% — 不变
CSX CSX CORP $1,8070.00%44 00.0% — 不变
TJX TJX COS INC NEW $1,7570.00%11 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1,7510.00%6 00.0% — 不变
MPC MARATHON PETE CORP $1,7100.00%7 00.0% — 不变
DE DEERE & CO $1,6900.00%3 00.0% — 不变
GLW CORNING INC $1,6320.00%12 00.0% — 不变
CMI CUMMINS INC $1,6150.00%3 00.0% — 不变
APP APPLOVIN CORP $1,5920.00%4 -1-20.0% -$398 减仓
NEM NEWMONT CORP $1,5160.00%14 00.0% — 不变
C CITIGROUP INC $1,4750.00%13 00.0% — 不变
COF CAPITAL ONE FINL CORP $1,4600.00%8 00.0% — 不变
URI UNITED RENTALS INC $1,4580.00%2 00.0% — 不变
UNP UNION PAC CORP $1,4560.00%6 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $1,4560.00%24 420.0% $243 加仓
HWM HOWMET AEROSPACE INC $1,3830.00%6 00.0% — 不变
FSLR FIRST SOLAR INC $1,3820.00%7 -1-12.5% -$197 减仓
FIX COMFORT SYS USA INC $1,3790.00%1 00.0% — 不变