Sincerus Advisory, LLC
NEW YORK NY · SEC CIK 0002050968
$1.47亿2026Q2 申报市值
81持仓数
52.1%前十大占比 · 第一大 15.5%
4 / 1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
AGG 加仓+$71.45万
AMD 新建仓+$35.84万
HELO 加仓+$29.17万
EWY 新建仓+$24.51万
VCRM 加仓+$24.09万
2026Q2 卖出最多 按季末市值估算
DOCN 减仓-$214.53万
XLE 清仓-$22.47万
SPY 减仓-$14.26万
VO 减仓-$10.28万
GLD 减仓-$8.55万
2026Q2 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 | STATE STR SPDR S&P 500 ETF T | $2,278.44万 | 15.47% | 30,511 | -191 | -0.6% | -$14.26万 | 减仓 |
| EFA | ISHARES TR | $1,075.60万 | 7.30% | 103,542 | 1,839 | 1.8% | $19.10万 | 加仓 |
| IWR | ISHARES TR | $882.10万 | 5.99% | 79,958 | 104 | 0.1% | $1.15万 | 加仓 |
| MUB | ISHARES TR | $583.72万 | 3.96% | 54,239 | 1,824 | 3.5% | $19.63万 | 加仓 |
| AGG | ISHARES TR | $555.17万 | 3.77% | 56,089 | 7,219 | 14.8% | $71.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $499.67万 | 3.39% | 70,129 | 1,473 | 2.1% | $10.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $498.19万 | 3.38% | 21,054 | -281 | -1.3% | -$6.65万 | 减仓 |
| IWM | ISHARES TR | $489.79万 | 3.33% | 16,302 | -197 | -1.2% | -$5.92万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $431.42万 | 2.93% | 27,474 | -13,662 | -33.2% | -$214.53万 | 减仓 |
| ESGD | ISHARES TR | $376.07万 | 2.55% | 36,579 | 661 | 1.8% | $6.80万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $319.72万 | 2.17% | 63,210 | -364 | -0.6% | -$1.84万 | 减仓 |
| VO | VANGUARD INDEX FDS | $314.84万 | 2.14% | 39,076 | -1,276 | -3.2% | -$10.28万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $312.85万 | 2.12% | 14,703 | -166 | -1.1% | -$3.53万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $304.78万 | 2.07% | 45,099 | 4,316 | 10.6% | $29.17万 | 加仓 |
| EEM | ISHARES TR | $261.26万 | 1.77% | 38,190 | -753 | -1.9% | -$5.15万 | 减仓 |
| EMB | ISHARES TR | $256.02万 | 1.74% | 26,547 | 1,525 | 6.1% | $14.71万 | 加仓 |
| SCZ | ISHARES TR | $252.39万 | 1.71% | 30,679 | 512 | 1.7% | $4.21万 | 加仓 |
| GLD | SPDR GOLD TR | $250.76万 | 1.70% | 6,807 | -232 | -3.3% | -$8.55万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $229.39万 | 1.56% | 14,868 | 255 | 1.7% | $3.93万 | 加仓 |
| AAPL | APPLE INC | $212.06万 | 1.44% | 7,329 | 94 | 1.3% | $2.72万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $203.02万 | 1.38% | 24,563 | -110 | -0.4% | -$9,092 | 减仓 |
| JNK | SPDR SERIES TRUST | $192.53万 | 1.31% | 19,978 | 11 | 0.1% | $1,060 | 加仓 |
| NULV | NUSHARES ETF TR | $187.91万 | 1.28% | 37,589 | -287 | -0.8% | -$1.43万 | 减仓 |
| REZ | ISHARES TR | $177.67万 | 1.21% | 18,764 | 384 | 2.1% | $3.64万 | 加仓 |
| IWF | ISHARES TR | $177.55万 | 1.21% | 14,299 | -201 | -1.4% | -$2.50万 | 减仓 |
| IGF | ISHARES TR | $173.88万 | 1.18% | 26,108 | 999 | 4.0% | $6.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $152.55万 | 1.04% | 20,780 | -1,101 | -5.0% | -$8.08万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $148.69万 | 1.01% | 33,153 | 993 | 3.1% | $4.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $147.40万 | 1.00% | 2,002 | 25 | 1.3% | $1.84万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $145.50万 | 0.99% | 28,148 | -1,534 | -5.2% | -$7.93万 | 减仓 |
| DEM | WISDOMTREE TR | $140.29万 | 0.95% | 26,081 | -279 | -1.1% | -$1.50万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $138.50万 | 0.94% | 12,981 | 100 | 0.8% | $1.07万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $132.64万 | 0.90% | 13,755 | 161 | 1.2% | $1.55万 | 加仓 |
| META | META PLATFORMS INC | $130.35万 | 0.89% | 2,314 | 37 | 1.6% | $2.08万 | 加仓 |
| IVV | ISHARES TR | $128.03万 | 0.87% | 1,710 | -54 | -3.1% | -$4.04万 | 减仓 |
| LQD | ISHARES TR | $91.99万 | 0.62% | 8,434 | -288 | -3.3% | -$3.14万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $87.86万 | 0.60% | 7,594 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $85.20万 | 0.58% | 8,464 | 2,391 | 39.4% | $24.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $81.94万 | 0.56% | 4,095 | 168 | 4.3% | $3.36万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $73.13万 | 0.50% | 8,924 | -340 | -3.7% | -$2.79万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $67.67万 | 0.46% | 8,857 | 3,153 | 55.3% | $24.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $67.64万 | 0.46% | 985 | 9 | 0.9% | $6,180 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $63.75万 | 0.43% | 7,742 | -232 | -2.9% | -$1.91万 | 减仓 |
| PFF | ISHARES TR | $62.90万 | 0.43% | 20,630 | -154 | -0.7% | -$4,695 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $61.78万 | 0.42% | 6,978 | 95 | 1.4% | $8,411 | 加仓 |
| VTI | VANGUARD INDEX FDS | $61.57万 | 0.42% | 1,664 | 3 | 0.2% | $1,110 | 加仓 |
| GII | SPDR INDEX SHS FDS | $57.47万 | 0.39% | 7,590 | 153 | 2.1% | $1.16万 | 加仓 |
| GOOGL | ALPHABET INC | $54.10万 | 0.37% | 1,514 | 74 | 5.1% | $2.64万 | 加仓 |
| GOOG | ALPHABET INC | $52.79万 | 0.36% | 1,494 | -51 | -3.3% | -$1.80万 | 减仓 |
| — | TIDAL TRUST III | $52.39万 | 0.36% | 8,617 | 206 | 2.4% | $1.25万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.73万 | 0.35% | 12,865 | 902 | 7.5% | $3.63万 | 加仓 |
| AMZN | AMAZON COM INC | $46.40万 | 0.32% | 1,947 | 21 | 1.1% | $5,005 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $44.69万 | 0.30% | 8,762 | 132 | 1.5% | $6,732 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.48万 | 0.30% | 7,875 | 32 | 0.4% | $1,807 | 加仓 |
| ITOT | ISHARES TR | $44.37万 | 0.30% | 2,701 | 2 | 0.1% | $329 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $42.56万 | 0.29% | 8,561 | 2,138 | 33.3% | $10.63万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $40.09万 | 0.27% | 3,302 | 3 | 0.1% | $364 | 加仓 |
| IAU | ISHARES GOLD TR | $38.76万 | 0.26% | 5,133 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.84万 | 0.24% | 617 | 617 | — | $35.84万 | 新建仓 |
| MSFT | MICROSOFT CORP | $34.23万 | 0.23% | 918 | 31 | 3.5% | $1.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.04万 | 0.22% | 5,367 | 607 | 12.8% | $3.62万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $31.77万 | 0.22% | 3,858 | 81 | 2.1% | $6,670 | 加仓 |
| BRZE | BRAZE INC | $29.86万 | 0.20% | 13,766 | -1,000 | -6.8% | -$2.17万 | 减仓 |
| — | ALPS ETF TR | $29.48万 | 0.20% | 6,122 | -1,091 | -15.1% | -$5.25万 | 减仓 |
| AVGO | BROADCOM INC | $28.91万 | 0.20% | 765 | 43 | 6.0% | $1.62万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.39万 | 0.19% | 5,604 | 1,020 | 22.3% | $5.17万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $28.28万 | 0.19% | 1,783 | -89 | -4.8% | -$1.41万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $27.65万 | 0.19% | 13,378 | 193 | 1.5% | $3,989 | 加仓 |
| HYMB | SPDR SERIES TRUST | $26.66万 | 0.18% | 10,478 | 400 | 4.0% | $1.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.84万 | 0.18% | 5,109 | 589 | 13.0% | $2.98万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $25.26万 | 0.17% | 3,756 | 55 | 1.5% | $3,698 | 加仓 |
| SHE | SPDR SERIES TRUST | $24.84万 | 0.17% | 1,608 | -116 | -6.7% | -$1.79万 | 减仓 |
| EWY | ISHARES INC | $24.51万 | 0.17% | 1,214 | 1,214 | — | $24.51万 | 新建仓 |
| DASH | DOORDASH INC | $24.30万 | 0.17% | 1,317 | 296 | 29.0% | $5.46万 | 重新持有 |
| FEZ | SPDR INDEX SHS FDS | $23.37万 | 0.16% | 3,402 | 52 | 1.6% | $3,571 | 加仓 |
| IEFA | ISHARES TR | $22.92万 | 0.16% | 2,373 | 9 | 0.4% | $869 | 加仓 |
| TSLA | TESLA INC | $21.11万 | 0.14% | 502 | 502 | — | $21.11万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.03万 | 0.14% | 3,740 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $20.84万 | 0.14% | 5,693 | -350 | -5.8% | -$1.28万 | 重新持有 |
| EFIV | SPDR SERIES TRUST | $20.35万 | 0.14% | 2,790 | 2,790 | — | $20.35万 | 新建仓 |
| — | LOANDEPOT INC | $2.02万 | 0.01% | 16,129 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,668 | -100.0% | -$22.47万 | 清仓 |