Seneschal Advisors, LLC
TACOMA WA · SEC CIK 0002039659
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | $795 | 0.00% | 2 | 1 | 100.0% | $398 | 重新持有 |
| CRM | SALESFORCE INC | $784 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $780 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $769 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $768 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $758 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $757 | 0.00% | 8 | 2 | 33.3% | $189 | 加仓 |
| MCK | MCKESSON CORP | $756 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $751 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $751 | 0.00% | 2 | 1 | 100.0% | $376 | 加仓 |
| RS | RELIANCE INC | $748 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $746 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $742 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $741 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $732 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $730 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $729 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $726 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $726 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $722 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $715 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $715 | 0.00% | 25 | 25 | — | $715 | 新建仓 |
| HAL | HALLIBURTON CO | $713 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $713 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $713 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $705 | 0.00% | 9 | -1 | -10.0% | -$78 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $700 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $698 | 0.00% | 14 | 2 | 16.7% | $100 | 加仓 |
| OKE | ONEOK INC NEW | $696 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $696 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $683 | 0.00% | 10 | 2 | 25.0% | $137 | 加仓 |
| CTAS | CINTAS CORP | $681 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $679 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $673 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $669 | 0.00% | 8 | 1 | 14.3% | $84 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $669 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $667 | 0.00% | 4 | -1 | -20.0% | -$167 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $667 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $667 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $665 | 0.00% | 22 | 3 | 15.8% | $91 | 加仓 |
| CME | CME GROUP INC | $663 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $663 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $659 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $653 | 0.00% | 8 | 2 | 33.3% | $163 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $650 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $643 | 0.00% | 8 | 2 | 33.3% | $161 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $636 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $630 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $624 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $620 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $619 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $619 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $616 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $614 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $612 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $609 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $606 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $604 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $603 | 0.00% | 2 | 1 | 100.0% | $302 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $597 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $592 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $591 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $584 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $583 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $577 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $573 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $573 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $572 | 0.00% | 3 | -1 | -25.0% | -$191 | 减仓 |
| L | LOEWS CORP | $567 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $567 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $564 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $561 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $561 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $561 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $560 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $550 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $543 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $543 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $542 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $542 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $540 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $540 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $539 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $539 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $535 | 0.00% | 7 | 1 | 16.7% | $76 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $532 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $532 | 0.00% | 4 | 1 | 33.3% | $133 | 加仓 |
| HSY | HERSHEY CO | $527 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $527 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $524 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $523 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $521 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $518 | 0.00% | 6 | 1 | 20.0% | $86 | 加仓 |
| ATO | ATMOS ENERGY CORP | $517 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $514 | 0.00% | 8 | 8 | — | $514 | 新建仓 |
| EXC | EXELON CORP | $513 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $509 | 0.00% | 5 | 2 | 66.7% | $204 | 加仓 |
| SNOW | SNOWFLAKE INC | $509 | 0.00% | 2 | 1 | 100.0% | $254 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $508 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $504 | 0.00% | 2 | 0 | 0.0% | — | 不变 |