Sentinel Advisory Group, LLC
MIDDLETON WI · SEC CIK 0002118181
$2.05亿2026Q1 申报市值
53持仓数
68.8%前十大占比 · 第一大 20.4%
0 / 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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,179.01万 | 20.36% | 63,977 | — | — | — | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,817.61万 | 8.86% | 266,200 | — | — | — | — |
| SCHF | SCHWAB STRATEGIC TR | $1,670.61万 | 8.14% | 674,993 | — | — | — | — |
| SPYG | SPDR SERIES TRUST | $1,460.92万 | 7.12% | 149,210 | — | — | — | — |
| IWS | ISHARES TR | $952.09万 | 4.64% | 65,328 | — | — | — | — |
| FENI | FIDELITY COVINGTON TRUST | $949.73万 | 4.63% | 255,304 | — | — | — | — |
| IWP | ISHARES TR | $863.34万 | 4.21% | 67,385 | — | — | — | — |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $768.85万 | 3.75% | 243,539 | — | — | — | — |
| SPYI | NEOS ETF TRUST | $749.46万 | 3.65% | 151,804 | — | — | — | — |
| IEMG | ISHARES INC | $707.63万 | 3.45% | 101,452 | — | — | — | — |
| FBND | FIDELITY MERRIMACK STR TR | $667.44万 | 3.25% | 146,305 | — | — | — | — |
| TLTW | ISHARES TR | $603.72万 | 2.94% | 266,898 | — | — | — | — |
| — | ISHARES TR | $601.27万 | 2.93% | 248,664 | — | — | — | — |
| PDI | PIMCO DYNAMIC INCOME FD | $585.63万 | 2.85% | 342,272 | — | — | — | — |
| — | FIDELITY GREENWOOD STREET TR | $500.14万 | 2.44% | 184,349 | — | — | — | — |
| IWB | ISHARES TR | $376.81万 | 1.84% | 10,568 | — | — | — | — |
| CWB | SPDR SERIES TRUST | $345.20万 | 1.68% | 37,719 | — | — | — | — |
| IEFA | ISHARES TR | $299.23万 | 1.46% | 33,053 | — | — | — | — |
| IWF | ISHARES TR | $224.37万 | 1.09% | 5,262 | — | — | — | — |
| IWO | ISHARES TR | $190.04万 | 0.93% | 6,056 | — | — | — | — |
| IJH | ISHARES TR | $187.90万 | 0.92% | 27,824 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $142.99万 | 0.70% | 2,199 | — | — | — | — |
| AAPL | APPLE INC | $120.02万 | 0.58% | 4,729 | — | — | — | — |
| DVY | ISHARES TR | $114.60万 | 0.56% | 7,569 | — | — | — | — |
| EZU | ISHARES INC | $114.52万 | 0.56% | 18,283 | — | — | — | — |
| SPEM | SPDR INDEX SHS FDS | $90.91万 | 0.44% | 19,380 | — | — | — | — |
| IMCV | ISHARES TR | $86.63万 | 0.42% | 10,218 | — | — | — | — |
| IJR | ISHARES TR | $85.93万 | 0.42% | 6,913 | — | — | — | — |
| MSFT | MICROSOFT CORP | $77.37万 | 0.38% | 2,090 | — | — | — | — |
| IVW | ISHARES TR | $71.51万 | 0.35% | 6,322 | — | — | — | — |
| IMCG | ISHARES TR | $70.89万 | 0.35% | 9,000 | — | — | — | — |
| EFG | ISHARES TR | $62.26万 | 0.30% | 5,590 | — | — | — | — |
| DBEF | DBX ETF TR | $55.91万 | 0.27% | 11,317 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.94万 | 0.26% | 9,980 | — | — | — | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.10万 | 0.26% | 9,368 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $53.01万 | 0.26% | 1,846 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $50.30万 | 0.25% | 7,850 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $45.83万 | 0.22% | 794 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $43.97万 | 0.21% | 2,241 | — | — | — | — |
| NTNX | NUTANIX INC | $41.34万 | 0.20% | 10,875 | — | — | — | — |
| IWM | ISHARES TR | $39.80万 | 0.19% | 1,605 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $37.26万 | 0.18% | 5,060 | — | — | — | — |
| LLY | ELI LILLY & CO | $36.63万 | 0.18% | 398 | — | — | — | — |
| GOOG | ALPHABET INC | $33.05万 | 0.16% | 1,152 | — | — | — | — |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $32.59万 | 0.16% | 19,623 | — | — | — | — |
| VLUE | ISHARES TR | $29.42万 | 0.14% | 2,069 | — | — | — | — |
| KO | COCA COLA CO | $28.47万 | 0.14% | 3,744 | — | — | — | — |
| IJT | ISHARES TR | $27.08万 | 0.13% | 1,871 | — | — | — | — |
| NULG | NUSHARES ETF TR | $26.65万 | 0.13% | 2,931 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $26.28万 | 0.13% | 526 | — | — | — | — |
| SCZ | ISHARES TR | $25.93万 | 0.13% | 3,307 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $22.66万 | 0.11% | 927 | — | — | — | — |
| NULV | NUSHARES ETF TR | $20.85万 | 0.10% | 4,583 | — | — | — | — |