Seneca Financial Advisors LLC
ROCHESTER NY · SEC CIK 0002082922
$3.41亿2026Q1 申报市值
64持仓数
69.0%前十大占比 · 第一大 9.5%
1 / 0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
SCHA 加仓+$458.77万
SCHG 加仓+$427.82万
SCHP 加仓+$273.84万
EFG 加仓+$178.10万
STIP 加仓+$147.68万
2026Q1 卖出最多 按季末市值估算
GOVT 减仓-$169.61万
SCHF 减仓-$127.79万
SCHV 减仓-$43.46万
SCHE 减仓-$34.36万
SPDR INDEX SHS F 减仓-$17.20万
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 |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFLY | BUTTERFLY NETWORK INC | $12.12万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $14.68万 | 0.04% | 10,420 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $20.99万 | 0.06% | 1,353 | 1 | 0.1% | $155 | 加仓 |
| PAYX | PAYCHEX INC | $21.10万 | 0.06% | 2,291 | -12 | -0.5% | -$1,105 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.27万 | 0.06% | 723 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $21.84万 | 0.06% | 1,828 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.22万 | 0.07% | 715 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $22.28万 | 0.07% | 481 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $23.41万 | 0.07% | 4,415 | 4,415 | — | $23.41万 | 新建仓 |
| DVY | ISHARES TR | $24.11万 | 0.07% | 1,593 | 12 | 0.8% | $1,817 | 加仓 |
| EFA | ISHARES TR | $24.46万 | 0.07% | 2,518 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $24.55万 | 0.07% | 411 | 1 | 0.2% | $597 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.82万 | 0.07% | 518 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $25.39万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.55万 | 0.07% | 1,325 | -45 | -3.3% | -$8,677 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $26.33万 | 0.08% | 14,414 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.65万 | 0.08% | 479 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $29.07万 | 0.09% | 939 | -91 | -8.8% | -$2.82万 | 减仓 |
| CAT | CATERPILLAR INC | $34.04万 | 0.10% | 481 | 1 | 0.2% | $708 | 加仓 |
| VO | VANGUARD INDEX FDS | $35.42万 | 0.10% | 1,233 | -34 | -2.7% | -$9,768 | 减仓 |
| GOOGL | ALPHABET INC | $35.47万 | 0.10% | 1,233 | 67 | 5.7% | $1.93万 | 加仓 |
| GOVT | ISHARES TR | $38.46万 | 0.11% | 16,789 | -74,030 | -81.5% | -$169.61万 | 减仓 |
| GOOG | ALPHABET INC | $40.66万 | 0.12% | 1,418 | 138 | 10.8% | $3.96万 | 加仓 |
| IEFA | ISHARES TR | $43.32万 | 0.13% | 4,785 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.95万 | 0.16% | 1,505 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $58.37万 | 0.17% | 3,347 | 200 | 6.4% | $3.49万 | 加仓 |
| AMZN | AMAZON COM INC | $63.19万 | 0.19% | 3,034 | 284 | 10.3% | $5.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.93万 | 0.20% | 1,060 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $70.73万 | 0.21% | 29,141 | -2,558 | -8.1% | -$6.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $73.95万 | 0.22% | 1,693 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $114.66万 | 0.34% | 11,793 | -249 | -2.1% | -$2.42万 | 减仓 |
| IWF | ISHARES TR | $116.06万 | 0.34% | 2,722 | 2 | 0.1% | $853 | 加仓 |
| MSFT | MICROSOFT CORP | $117.87万 | 0.35% | 3,184 | 9 | 0.3% | $3,332 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $126.04万 | 0.37% | 27,609 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $129.51万 | 0.38% | 6,061 | 4 | 0.1% | $855 | 加仓 |
| GDX | VANECK ETF TRUST | $130.40万 | 0.38% | 14,209 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $136.60万 | 0.40% | 29,225 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $139.59万 | 0.41% | 60,115 | 646 | 1.1% | $1.50万 | 加仓 |
| — | SPDR INDEX SHS FDS | $141.16万 | 0.41% | 18,297 | -2,230 | -10.9% | -$17.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $151.50万 | 0.44% | 4,722 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $157.59万 | 0.46% | 6,210 | 154 | 2.5% | $3.91万 | 加仓 |
| IVV | ISHARES TR | $178.98万 | 0.52% | 2,740 | 3 | 0.1% | $1,960 | 加仓 |
| IWM | ISHARES TR | $208.93万 | 0.61% | 8,425 | -133 | -1.6% | -$3.30万 | 减仓 |
| IUSB | ISHARES TR | $283.16万 | 0.83% | 61,303 | 481 | 0.8% | $2.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $310.89万 | 0.91% | 121,252 | 408 | 0.3% | $1.05万 | 加仓 |
| — | EXXON MOBIL CORP | $358.12万 | 1.05% | 21,108 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $389.48万 | 1.14% | 82,957 | 4,333 | 5.5% | $20.34万 | 加仓 |
| NDSN | NORDSON CORP | $399.04万 | 1.17% | 14,998 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $503.58万 | 1.48% | 14,123 | 62 | 0.4% | $2.21万 | 加仓 |
| EFV | ISHARES TR | $756.60万 | 2.22% | 101,761 | -1,766 | -1.7% | -$13.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $791.12万 | 2.32% | 146,367 | -3,145 | -2.1% | -$17.00万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $948.02万 | 2.78% | 287,716 | -10,428 | -3.5% | -$34.36万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,417.74万 | 4.15% | 572,826 | -51,632 | -8.3% | -$127.79万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,550.66万 | 4.54% | 104,703 | 2,857 | 2.8% | $42.31万 | 加仓 |
| EFG | ISHARES TR | $1,812.92万 | 5.31% | 162,784 | 15,992 | 10.9% | $178.10万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,840.62万 | 5.39% | 632,949 | 157,762 | 33.2% | $458.77万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,948.02万 | 5.71% | 638,696 | -14,248 | -2.2% | -$43.46万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,193.06万 | 6.43% | 439,579 | 2,941 | 0.7% | $14.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,249.72万 | 6.59% | 291,754 | 272 | 0.1% | $2.10万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,356.14万 | 6.90% | 761,028 | 28,894 | 3.9% | $89.46万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,463.79万 | 7.22% | 925,889 | 102,907 | 12.5% | $273.84万 | 加仓 |
| STIP | ISHARES TR | $2,571.92万 | 7.54% | 248,663 | 14,278 | 6.1% | $147.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,874.64万 | 8.42% | 986,830 | 146,864 | 17.5% | $427.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,231.17万 | 9.47% | 150,245 | 2,584 | 1.7% | $55.57万 | 加仓 |