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 |
|---|---|---|---|---|---|---|---|---|
| ALLE | ALLEGION PLC | $281 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $280 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $279 | 0.00% | 2 | -1 | -33.3% | -$140 | 减仓 |
| DOW | DOW HLDGS INC | $274 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $272 | 0.00% | 2 | -4 | -66.7% | -$544 | 减仓 |
| LEN | LENNAR CORP | $272 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $269 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $269 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $268 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $267 | 0.00% | 3 | -1 | -25.0% | -$89 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $266 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $261 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $259 | 0.00% | 3 | -1 | -25.0% | -$86 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $259 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $258 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $257 | 0.00% | 4 | -1 | -20.0% | -$64 | 减仓 |
| GDDY | GODADDY INC | $255 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $253 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $252 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $251 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $239 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $237 | 0.00% | 3 | 1 | 50.0% | $79 | 加仓 |
| FOX | FOX CORP | $235 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $229 | 0.00% | 6 | -4 | -40.0% | -$153 | 减仓 |
| PTC | PTC INC | $228 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $228 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $227 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $223 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $220 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $218 | 0.00% | 3 | 1 | 50.0% | $73 | 加仓 |
| CF | CF INDUSTRIES HOLD | $217 | 0.00% | 2 | -2 | -50.0% | -$217 | 减仓 |
| TRU | TRANSUNION | $217 | 0.00% | 3 | -1 | -25.0% | -$72 | 减仓 |
| COO | COOPER COS INC | $216 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $214 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $214 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $213 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $207 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $205 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $203 | 0.00% | 3 | -2 | -40.0% | -$135 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $200 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $198 | 0.00% | 11 | -3 | -21.4% | -$54 | 减仓 |
| ATI | ATI INC | $198 | 0.00% | 1 | 1 | — | $198 | 新建仓 |
| ITT | ITT INC | $198 | 0.00% | 1 | 1 | — | $198 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $194 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $194 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $188 | 0.00% | 1 | 1 | — | $188 | 新建仓 |
| APTV | APTIV PLC | $185 | 0.00% | 3 | 1 | 50.0% | $62 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $180 | 0.00% | 1 | -1 | -50.0% | -$180 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $179 | 0.00% | 2 | -1 | -33.3% | -$90 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $179 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $178 | 0.00% | 1 | -1 | -50.0% | -$178 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $177 | 0.00% | 5 | 5 | — | $177 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $176 | 0.00% | 6 | -1 | -14.3% | -$29 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $176 | 0.00% | 2 | 1 | 100.0% | $88 | 加仓 |
| NWSA | NEWS CORP NEW | $174 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $174 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $172 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $170 | 0.00% | 1 | 1 | — | $170 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $164 | 0.00% | 1 | 1 | — | $164 | 新建仓 |
| TPG | TPG INC | $163 | 0.00% | 4 | 3 | 300.0% | $122 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $157 | 0.00% | 2 | -1 | -33.3% | -$78 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $155 | 0.00% | 4 | -1 | -20.0% | -$39 | 减仓 |
| OGN | ORGANON & CO | $155 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $153 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $142 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $141 | 0.00% | 2 | 2 | — | $141 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $127 | 0.00% | 6 | -3 | -33.3% | -$64 | 重新持有 |
| AOS | SMITH A O CORP | $126 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $123 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $119 | 0.00% | 1 | 1 | — | $119 | 新建仓 |
| NWS | NEWS CORP NEW | $113 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $112 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $109 | 0.00% | 2 | -1 | -33.3% | -$54 | 减仓 |
| INSM | INSMED INC | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $102 | 0.00% | 1 | 1 | — | $102 | 新建仓 |
| GME | GAMESTOP CORP | $89 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $88 | 0.00% | 2 | -2 | -50.0% | -$88 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $82 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $78 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $77 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $70 | 0.00% | 4 | -3 | -42.9% | -$52 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $64 | 0.00% | 2 | -8 | -80.0% | -$256 | 减仓 |
| MKC | MCCORMICK & CO INC | $51 | 0.00% | 1 | -4 | -80.0% | -$204 | 减仓 |
| GEN | GEN DIGITAL INC | $50 | 0.00% | 2 | -12 | -85.7% | -$300 | 减仓 |
| SYM | SYMBOTIC INC | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $26 | 0.00% | 1 | -1 | -50.0% | -$26 | 减仓 |
| ADT | ADT INC DEL | $26 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,272 | -100.0% | -$22.31万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -401 | -100.0% | -$1.41万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -126 | -100.0% | -$1.14万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -65 | -100.0% | -$8,512 | 清仓 |