Sentinel Wealth Management, Inc. 13F 持仓 · 2026年Q2
Sentinel Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.42 亿美元。前几大持仓：IWB（14.88%）、DFAS（13.03%）、AVLV（9.32%）。本季前 25 大持仓中：增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $21.1M | 14.88% | 51,542 | 减持 |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $18.5M | 13.03% | 224,550 | 增持 |
| 3 | AVLV | AMERICAN CENTY ETF TR | $13.2M | 9.32% | 145,009 | 增持 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $10.7M | 7.54% | 275,885 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $9.3M | 6.56% | 225,575 | 增持 |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $8.4M | 5.93% | 79,117 | 减持 |
| 7 | AVRE | AMERICAN CENTY ETF TR | $6.8M | 4.81% | 144,001 | 增持 |
| 8 | XSOE | WISDOMTREE TR | $5.9M | 4.18% | 120,549 | 增持 |
| 9 | IWN | ISHARES TR | $5.7M | 4.05% | 25,949 | 减持 |
| 10 | DFNM | DIMENSIONAL ETF TRUST | $5.0M | 3.50% | 102,659 | 减持 |
| 11 | SUB | ISHARES TR | $4.7M | 3.34% | 44,449 | 减持 |
| 12 | IXUS | ISHARES TR | $4.4M | 3.10% | 46,130 | 减持 |
| 13 | IJR | ISHARES TR | $3.0M | 2.14% | 20,517 | 增持 |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $2.5M | 1.73% | 61,007 | 减持 |
| 15 | DFSD | DIMENSIONAL ETF TRUST | $1.9M | 1.35% | 39,971 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $1.9M | 1.33% | 2,550 | 持平 |
| 17 | AGG | ISHARES TR | $1.8M | 1.25% | 17,961 | 增持 |
| 18 | ONEQ | FIDELITY COMWLTH TR | $1.7M | 1.18% | 16,240 | 持平 |
| 19 | VTI | VANGUARD INDEX FDS | $1.7M | 1.18% | 4,523 | 持平 |
| 20 | VUG | VANGUARD INDEX FDS | $1.4M | 0.98% | 16,134 | 增持 |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $1.2M | 0.87% | 36,041 | 持平 |
| 22 | IWM | ISHARES TR | $986,378 | 0.70% | 3,283 | 持平 |
| 23 | VNQ | VANGUARD INDEX FDS | $944,436 | 0.67% | 9,794 | 持平 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $888,354 | 0.63% | 1,260 | 持平 |
| 25 | IWO | ISHARES TR | $859,227 | 0.61% | 2,181 | 持平 |
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