Sincerus Advisory, LLC
NEW YORK NY · SEC CIK 0002050968
$1.32亿2026Q1 申报市值
76持仓数
51.6%前十大占比 · 第一大 15.1%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MUB 加仓+$103.66万
AGG 加仓+$103.55万
VPL 新建仓+$74.22万
VGK 新建仓+$56.74万
META 加仓+$50.41万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$33.59万
HYG 清仓-$21.64万
DFAU 减仓-$20.53万
EEM 减仓-$7.10万
IWM 减仓-$6.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $1,996.65万 | 15.13% | 30,702 | 76 | 0.2% | $4.94万 | 加仓 |
| EFA | ISHARES TR | $987.84万 | 7.49% | 101,703 | 2,490 | 2.5% | $24.19万 | 加仓 |
| IWR | ISHARES TR | $776.42万 | 5.88% | 79,854 | 3,044 | 4.0% | $29.60万 | 加仓 |
| MUB | ISHARES TR | $556.39万 | 4.22% | 52,415 | 9,765 | 22.9% | $103.66万 | 加仓 |
| AGG | ISHARES TR | $485.13万 | 3.68% | 48,870 | 10,431 | 27.1% | $103.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $458.84万 | 3.48% | 21,335 | 667 | 3.2% | $14.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $439.95万 | 3.33% | 68,656 | 2,417 | 3.6% | $15.49万 | 加仓 |
| IWM | ISHARES TR | $409.17万 | 3.10% | 16,499 | -280 | -1.7% | -$6.94万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $352.86万 | 2.67% | 41,136 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $343.45万 | 2.60% | 35,918 | 2,136 | 6.3% | $20.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $317.17万 | 2.40% | 63,574 | 4,796 | 8.2% | $23.93万 | 加仓 |
| GLD | SPDR GOLD TR | $302.88万 | 2.30% | 7,039 | -58 | -0.8% | -$2.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $289.70万 | 2.20% | 10,088 | 286 | 2.9% | $8.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $285.36万 | 2.16% | 14,869 | 946 | 6.8% | $18.16万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $260.64万 | 1.98% | 40,783 | 3,633 | 9.8% | $23.22万 | 加仓 |
| SCZ | ISHARES TR | $236.54万 | 1.79% | 30,167 | 553 | 1.9% | $4.34万 | 加仓 |
| EMB | ISHARES TR | $235.03万 | 1.78% | 25,022 | 801 | 3.3% | $7.52万 | 加仓 |
| EEM | ISHARES TR | $221.16万 | 1.68% | 38,943 | -1,250 | -3.1% | -$7.10万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $213.05万 | 1.61% | 14,613 | 481 | 3.4% | $7.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $204.17万 | 1.55% | 24,673 | 112 | 0.5% | $9,268 | 加仓 |
| JNK | SPDR SERIES TRUST | $191.13万 | 1.45% | 19,967 | 303 | 1.5% | $2.90万 | 加仓 |
| AAPL | APPLE INC | $183.62万 | 1.39% | 7,235 | 1,837 | 34.0% | $46.62万 | 加仓 |
| NULV | NUSHARES ETF TR | $172.34万 | 1.31% | 37,876 | 1,737 | 4.8% | $7.90万 | 加仓 |
| IGF | ISHARES TR | $168.23万 | 1.28% | 25,109 | 2,438 | 10.8% | $16.33万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $161.13万 | 1.22% | 21,881 | 4,417 | 25.3% | $32.53万 | 加仓 |
| IWF | ISHARES TR | $154.58万 | 1.17% | 3,625 | 613 | 20.4% | $26.14万 | 加仓 |
| REZ | ISHARES TR | $152.94万 | 1.16% | 18,380 | 884 | 5.1% | $7.36万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $142.95万 | 1.08% | 32,160 | 3,679 | 12.9% | $16.35万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $133.93万 | 1.02% | 29,682 | -4,551 | -13.3% | -$20.53万 | 减仓 |
| DEM | WISDOMTREE TR | $130.98万 | 0.99% | 26,360 | -2 | -0.0% | -$99 | 减仓 |
| META | META PLATFORMS INC | $130.29万 | 0.99% | 2,277 | 881 | 63.1% | $50.41万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $120.58万 | 0.91% | 13,594 | -88 | -0.6% | -$7,806 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $119.14万 | 0.90% | 12,881 | 25 | 0.2% | $2,312 | 加仓 |
| IVV | ISHARES TR | $115.21万 | 0.87% | 1,764 | 212 | 13.7% | $13.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $114.11万 | 0.86% | 1,977 | 21 | 1.1% | $1.21万 | 加仓 |
| LQD | ISHARES TR | $95.06万 | 0.72% | 8,722 | -234 | -2.6% | -$2.55万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $74.22万 | 0.56% | 7,594 | 7,594 | — | $74.22万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $68.48万 | 0.52% | 3,927 | 252 | 6.9% | $4.39万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $65.69万 | 0.50% | 9,264 | 126 | 1.4% | $8,934 | 加仓 |
| PFF | ISHARES TR | $63.02万 | 0.48% | 20,784 | -360 | -1.7% | -$1.09万 | 减仓 |
| SGOV | ISHARES TR | $61.13万 | 0.46% | 6,073 | -3,337 | -35.5% | -$33.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.35万 | 0.44% | 976 | 445 | 83.8% | $26.60万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $56.74万 | 0.43% | 6,883 | 6,883 | — | $56.74万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $56.72万 | 0.43% | 7,974 | -382 | -4.6% | -$2.72万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $56.54万 | 0.43% | 7,437 | -100 | -1.3% | -$7,602 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.28万 | 0.40% | 1,661 | -11 | -0.7% | -$3,529 | 减仓 |
| IAU | ISHARES GOLD TR | $45.25万 | 0.34% | 5,133 | -51 | -1.0% | -$4,496 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.46万 | 0.34% | 7,843 | -784 | -9.1% | -$4.44万 | 减仓 |
| GOOG | ALPHABET INC | $44.31万 | 0.34% | 1,545 | -195 | -11.2% | -$5.59万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $44.00万 | 0.33% | 8,630 | 104 | 1.2% | $5,302 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $42.87万 | 0.32% | 5,704 | 5,704 | — | $42.87万 | 新建仓 |
| GOOGL | ALPHABET INC | $41.40万 | 0.31% | 1,440 | 209 | 17.0% | $6.01万 | 加仓 |
| — | TIDAL TRUST III | $40.68万 | 0.31% | 8,411 | 798 | 10.5% | $3.86万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $40.51万 | 0.31% | 11,963 | 227 | 1.9% | $7,686 | 加仓 |
| AMZN | AMAZON COM INC | $40.11万 | 0.30% | 1,926 | 177 | 10.1% | $3.69万 | 加仓 |
| ITOT | ISHARES TR | $38.45万 | 0.29% | 2,699 | 1 | 0.0% | $142 | 加仓 |
| BRZE | BRAZE INC | $34.86万 | 0.26% | 14,766 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $33.05万 | 0.25% | 3,299 | 149 | 4.7% | $1.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $32.85万 | 0.25% | 887 | 61 | 7.4% | $2.26万 | 加仓 |
| — | ALPS ETF TR | $31.22万 | 0.24% | 7,213 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $29.40万 | 0.22% | 6,423 | 397 | 6.6% | $1.82万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $27.44万 | 0.21% | 1,872 | 218 | 13.2% | $3.20万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $27.09万 | 0.21% | 3,777 | 5 | 0.1% | $359 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $26.78万 | 0.20% | 3,740 | -50 | -1.3% | -$3,580 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.73万 | 0.19% | 4,760 | 183 | 4.0% | $9,890 | 加仓 |
| HYMB | SPDR SERIES TRUST | $24.99万 | 0.19% | 10,078 | 171 | 1.7% | $4,241 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $24.31万 | 0.18% | 3,701 | -259 | -6.5% | -$1.70万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $24.09万 | 0.18% | 13,185 | 202 | 1.6% | $3,691 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $22.91万 | 0.17% | 4,584 | 442 | 10.7% | $2.21万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $22.88万 | 0.17% | 4,520 | 4,520 | — | $22.88万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $22.47万 | 0.17% | 3,668 | 3,668 | — | $22.47万 | 新建仓 |
| AVGO | BROADCOM INC | $22.34万 | 0.17% | 722 | 52 | 7.8% | $1.61万 | 加仓 |
| SHE | SPDR SERIES TRUST | $22.03万 | 0.17% | 1,724 | 150 | 9.5% | $1.92万 | 加仓 |
| IEFA | ISHARES TR | $21.40万 | 0.16% | 2,364 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $20.80万 | 0.16% | 3,350 | -66 | -1.9% | -$4,098 | 减仓 |
| — | LOANDEPOT INC | $2.29万 | 0.02% | 16,129 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,684 | -100.0% | -$21.64万 | 清仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | — | — | — | 申报中断 |