Sentinel Pension Advisors, LLC 13F 持仓 · 2026年Q2
Sentinel Pension Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 7.62 亿美元。前几大持仓：BKLC（19.23%）、SPY（13.95%）、JCPB（8.15%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON ETF TRUST | $146.6M | 19.23% | 3.1M | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $106.4M | 13.95% | 143,086 | 减持 |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $62.1M | 8.15% | 1.3M | 增持 |
| 4 | BKIE | BNY MELLON ETF TRUST | $61.1M | 8.01% | 1.8M | 增持 |
| 5 | GLDM | WORLD GOLD TR | $33.5M | 4.39% | 421,382 | 增持 |
| 6 | SPTI | SPDR SERIES TRUST | $28.2M | 3.70% | 997,269 | 增持 |
| 7 | FELG | FIDELITY COVINGTON TRUST | $20.6M | 2.70% | 481,348 | 增持 |
| 8 | RLY | SSGA ACTIVE ETF TR | $20.5M | 2.69% | 575,103 | 增持 |
| 9 | VXF | VANGUARD INDEX FDS | $20.1M | 2.64% | 84,498 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $15.4M | 2.02% | 339,398 | 增持 |
| 11 | SPEM | SPDR INDEX SHS FDS | $13.6M | 1.78% | 270,378 | 增持 |
| 12 | SPTM | SPDR SERIES TRUST | $12.4M | 1.62% | 136,870 | 减持 |
| 13 | SMTH | ALPS ETF TR | $12.3M | 1.61% | 481,227 | 增持 |
| 14 | AAPL | APPLE INC | $10.3M | 1.36% | 30,990 | 增持 |
| 15 | PYLD | PIMCO ETF TR | $10.3M | 1.35% | 392,208 | 增持 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $8.3M | 1.09% | 283,819 | 增持 |
| 17 | SPDW | SPDR INDEX SHS FDS | $8.2M | 1.08% | 166,193 | 减持 |
| 18 | SCHR | SCHWAB STRATEGIC TR | $7.9M | 1.04% | 323,780 | 增持 |
| 19 | EWC | ISHARES INC | $7.5M | 0.98% | 125,550 | 持平 |
| 20 | DFLV | DIMENSIONAL ETF TRUST | $7.2M | 0.95% | 181,231 | 增持 |
| 21 | TXUE | THORNBURG ETF TR | $7.2M | 0.94% | 207,057 | 增持 |
| 22 | IWB | ISHARES TR | $6.3M | 0.83% | 15,556 | 新建仓 |
| 23 | MINT | PIMCO ETF TR | $6.1M | 0.80% | 60,348 | 增持 |
| 24 | VUG | VANGUARD INDEX FDS | $6.1M | 0.79% | 70,973 | 增持 |
| 25 | IDEQ | LAZARD ACTIVE ETF TR | $5.0M | 0.65% | 145,966 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR