Seneca Financial Advisors LLC
ROCHESTER NY · SEC CIK 0002082922
$3.85亿2026Q2 申报市值
66持仓数
70.9%前十大占比 · 第一大 9.7%
3 / 2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
SCHG 加仓+$402.09万
SCHA 加仓+$287.02万
VTEB 加仓+$268.34万
SCHP 加仓+$193.13万
STIP 加仓+$145.28万
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$222.64万
SCHO 清仓-$70.73万
VXUS 减仓-$66.92万
SCHV 减仓-$50.94万
MCD 清仓-$22.22万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -29,141 | -100.0% | -$70.73万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -715 | -100.0% | -$22.22万 | 清仓 |
| AES | AES CORP | $15.28万 | 0.04% | 10,420 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $21.61万 | 0.06% | 1,828 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.91万 | 0.06% | 3,075 | 3,075 | — | $21.91万 | 新建仓 |
| AEE | AMEREN CORP | $22.04万 | 0.06% | 1,950 | 1,950 | — | $22.04万 | 新建仓 |
| PAYX | PAYCHEX INC | $22.61万 | 0.06% | 2,300 | 9 | 0.4% | $885 | 加仓 |
| GGG | GRACO INC | $22.68万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.67万 | 0.06% | 723 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $25.03万 | 0.06% | 1,601 | 8 | 0.5% | $1,251 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.13万 | 0.07% | 481 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.15万 | 0.07% | 1,325 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $25.26万 | 0.07% | 30,000 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.48万 | 0.07% | 1,355 | 2 | 0.1% | $376 | 加仓 |
| EFA | ISHARES TR | $26.25万 | 0.07% | 2,527 | 9 | 0.4% | $935 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $26.65万 | 0.07% | 1,582 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.92万 | 0.07% | 538 | 20 | 3.9% | $1.00万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $27.04万 | 0.07% | 4,425 | 10 | 0.2% | $611 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.24万 | 0.07% | 411 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $29.79万 | 0.08% | 14,414 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $30.48万 | 0.08% | 13,382 | -3,407 | -20.3% | -$7.76万 | 减仓 |
| GLW | CORNING INC | $32.63万 | 0.08% | 1,277 | 1,277 | — | $32.63万 | 新建仓 |
| AVGO | BROADCOM INC | $34.53万 | 0.09% | 914 | -25 | -2.7% | -$9,444 | 减仓 |
| QQQ | INVESCO QQQ TR | $35.27万 | 0.09% | 479 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $39.75万 | 0.10% | 4,934 | 2 | 0.0% | $161 | 加仓 |
| GOOGL | ALPHABET INC | $41.67万 | 0.11% | 1,166 | -67 | -5.4% | -$2.39万 | 减仓 |
| IEFA | ISHARES TR | $46.23万 | 0.12% | 4,787 | 2 | 0.0% | $193 | 加仓 |
| GOOG | ALPHABET INC | $48.09万 | 0.12% | 1,361 | -57 | -4.0% | -$2.01万 | 减仓 |
| CAT | CATERPILLAR INC | $51.27万 | 0.13% | 481 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $54.50万 | 0.14% | 1,505 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $65.83万 | 0.17% | 2,762 | -272 | -9.0% | -$6.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $66.98万 | 0.17% | 3,348 | 1 | 0.0% | $200 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.60万 | 0.20% | 1,039 | -21 | -2.0% | -$1.57万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $87.50万 | 0.23% | 10,158 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $107.21万 | 0.28% | 14,209 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $118.61万 | 0.31% | 3,180 | -4 | -0.1% | -$1,492 | 减仓 |
| IWR | ISHARES TR | $130.44万 | 0.34% | 11,824 | 31 | 0.3% | $3,420 | 加仓 |
| IWF | ISHARES TR | $135.18万 | 0.35% | 10,887 | -1 | -0.0% | -$124 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $136.93万 | 0.36% | 28,457 | -768 | -2.6% | -$3.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $137.87万 | 0.36% | 27,361 | -248 | -0.9% | -$1.25万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $143.91万 | 0.37% | 62,216 | 2,101 | 3.5% | $4.86万 | 加仓 |
| — | SPDR INDEX SHS FDS | $147.18万 | 0.38% | 18,419 | 122 | 0.7% | $9,749 | 加仓 |
| IWD | ISHARES TR | $147.32万 | 0.38% | 6,077 | 16 | 0.3% | $3,879 | 加仓 |
| VTI | VANGUARD INDEX FDS | $174.93万 | 0.45% | 4,727 | 5 | 0.1% | $1,850 | 加仓 |
| AAPL | APPLE INC | $175.38万 | 0.46% | 6,061 | -149 | -2.4% | -$4.31万 | 减仓 |
| IVV | ISHARES TR | $205.46万 | 0.53% | 2,743 | 3 | 0.1% | $2,247 | 加仓 |
| IWM | ISHARES TR | $250.54万 | 0.65% | 8,339 | -86 | -1.0% | -$2.58万 | 减仓 |
| — | EXXON MOBIL CORP | $288.59万 | 0.75% | 21,108 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $306.57万 | 0.80% | 66,428 | 5,125 | 8.4% | $23.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $355.82万 | 0.92% | 120,905 | -347 | -0.3% | -$1.02万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $398.99万 | 1.04% | 85,235 | 2,278 | 2.7% | $10.66万 | 加仓 |
| NDSN | NORDSON CORP | $432.02万 | 1.12% | 14,320 | -678 | -4.5% | -$20.45万 | 减仓 |
| IWB | ISHARES TR | $578.97万 | 1.50% | 14,138 | 15 | 0.1% | $6,143 | 加仓 |
| EFV | ISHARES TR | $777.83万 | 2.02% | 101,611 | -150 | -0.1% | -$1.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $866.05万 | 2.25% | 145,091 | -1,276 | -0.9% | -$7.62万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,034.94万 | 2.69% | 285,421 | -2,295 | -0.8% | -$8.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,364.09万 | 3.54% | 492,450 | -80,376 | -14.0% | -$222.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,646.63万 | 4.28% | 104,197 | -506 | -0.5% | -$8.00万 | 减仓 |
| EFG | ISHARES TR | $2,166.52万 | 5.63% | 174,129 | 11,345 | 7.0% | $141.15万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,172.36万 | 5.64% | 624,063 | -14,633 | -2.3% | -$50.94万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,427.28万 | 6.30% | 283,926 | -7,828 | -2.7% | -$66.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,491.73万 | 6.47% | 492,631 | 53,052 | 12.1% | $268.34万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,573.86万 | 6.68% | 712,389 | 79,440 | 12.6% | $287.02万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,646.73万 | 6.87% | 998,768 | 72,879 | 7.9% | $193.13万 | 加仓 |
| STIP | ISHARES TR | $2,685.62万 | 6.97% | 262,884 | 14,221 | 5.7% | $145.28万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,830.90万 | 7.35% | 767,806 | 6,778 | 0.9% | $24.99万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,553.93万 | 9.23% | 150,196 | -49 | -0.0% | -$1.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,741.52万 | 9.72% | 1,105,650 | 118,820 | 12.0% | $402.09万 | 加仓 |