Sensible Money, LLC
CIK 1965229 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $377.1M
- 持仓
- 101
- 截至
- 2026年6月30日
按 13F 价值排名第 4513（共 9443） · 前 47.8%
投资组合价值同比（季度）：+14.7% 13F不披露现金
- 前十大持仓权重
- 83.61%
- 前二十五大持仓权重
- 90.81%
- 持仓高于 1%
- 9
- 有效持仓数量
- 7.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.39% 估计买入 $12497543 · 卖出 $4920461
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.8% 仍持有
- 新仓位
- 18
- 增加
- 39
- 减少
- 24
- 已结清
- 3
本页内容
行业细分
Technology
1.8%
Communication Services
0.7%
Materials
0.6%
Retail
0.3%
Financials
0.2%
Healthcare
0.2%
Financial Services
0.1%
Industrials
0.1%
其他/未映射
96.0%
完整投资组合 101 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $98557108 | 26.13% | 2221756 | $12658376 | 上涨 ×6 | ||
| DFAT | $76288795 | 20.23% | 1091399 | $9570868 | 上涨 ×6 | ||
| DFEV | $31917239 | 8.46% | 748053 | $4766243 | 下跌 ×1 | ||
| DFEM | $30537809 | 8.10% | 751422 | $4530567 | 下跌 ×1 | ||
| DFIC | $28348005 | 7.52% | 760816 | $2621479 | 上涨 ×6 | ||
| DFAX | $24878583 | 6.60% | 675314 | $-34234 | 下跌 ×6 | ||
| DISV | $12831664 | 3.40% | 319752 | $490021 | 上涨 ×1 | ||
| SCHA | $4583348 | 1.22% | 126857 | $880886 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $4049103 | 1.07% | 13993 | $168932 | 下跌 ×5 | ||
| FNDE | $3341593 | 0.89% | 84214 | $96851 | 下跌 ×4 | ||
| VTI | $2992972 | 0.79% | 8088 | $918935 | 上涨 ×1 | ||
| DFUS | $2434345 | 0.65% | 29709 | $462500 | 上涨 ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $2412969 | 0.64% | 38368 | $161709 | 上涨 ×2 | ||
| SLYV | $2159859 | 0.57% | 19795 | $281367 | 下跌 ×6 | ||
| SPY SPY | $2127717 | 0.56% | 2849 | $276997 | 上涨 ×1 | ||
| VEA | $2086229 | 0.55% | 29280 | $510785 | 上涨 ×2 | ||
| IEMG | $1857197 | 0.49% | 22419 | $292586 | 下跌 ×1 | ||
| IVV | $1810209 | 0.48% | 2417 | $165079 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1692518 | 0.45% | 4736 | $307170 | 下跌 ×3 | ||
| IWV | $1590046 | 0.42% | 3729 | $207780 | |||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $1427788 | 0.38% | 4266 | $506417 | |||
| VOO | $1353755 | 0.36% | 1971 | $186668 | 上涨 ×2 | ||
| IJR | $1109746 | 0.29% | 7483 | $203306 | 上涨 ×3 | ||
| AVES | $1071962 | 0.28% | 16341 | $91959 | 上涨 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1036848 | 0.27% | 2935 | $107020 | 下跌 ×1 | ||
| AVEM | $969578 | 0.26% | 10048 | $159936 | |||
| BRKB | $924721 | 0.25% | 1848 | $-51410 | 下跌 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $906776 | 0.24% | 44526 | $44531 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $902428 | 0.24% | 2419 | $-42287 | 下跌 ×4 | ||
| EZM | $899249 | 0.24% | 11866 | $101616 | |||
| SPYM | $835981 | 0.22% | 9513 | 上涨 ×1 | |||
| USMV | $834669 | 0.22% | 8653 | $29871 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $815104 | 0.22% | 3420 | $71163 | 下跌 ×1 | ||
| IYW | $807136 | 0.21% | 3200 | $226592 | |||
| RWJ | $802491 | 0.21% | 13487 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $786039 | 0.21% | 3928 | $101106 | 上涨 ×1 | ||
| RSPH | $724372 | 0.19% | 21825 | $65396 | |||
| DFAW | $714051 | 0.19% | 8625 | $222214 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $668015 | 0.18% | 2041 | $9390 | 下跌 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $627199 | 0.17% | 2070 | 上涨 ×1 | |||
| DFLV | $585917 | 0.16% | 14818 | $58467 | 上涨 ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $584114 | 0.15% | 793 | $138404 | 上涨 ×1 | ||
| PKW Invesco BuyBack Achievers ETF | $564091 | 0.15% | 3982 | $36600 | 下跌 ×1 | ||
| PDN | $557190 | 0.15% | 12387 | $21571 | 上涨 ×5 | ||
| FNDC | $538816 | 0.14% | 11096 | $-150560 | 下跌 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $534952 | 0.14% | 27273 | $8136 | 上涨 ×5 | ||
| IEFA | $534290 | 0.14% | 5532 | $32274 | 下跌 ×4 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $528592 | 0.14% | 31757 | $-1981 | 上涨 ×6 | ||
| VBK | $514540 | 0.14% | 1407 | $93203 | 上涨 ×1 | ||
| LQD | $505758 | 0.13% | 4637 | 上涨 ×1 | |||
| SPDW | $504435 | 0.13% | 10011 | $53944 | 上涨 ×1 | ||
| SPLV | $494565 | 0.13% | 6603 | $-269968 | 下跌 ×1 | ||
| QUAL | $489768 | 0.13% | 2232 | $61648 | |||
| IJJ | $489135 | 0.13% | 3311 | $50427 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $474977 | 0.13% | 25571 | $13138 | 上涨 ×6 | ||
| FDN | $467231 | 0.12% | 1765 | $54168 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $462713 | 0.12% | 23698 | $-21687 | 下跌 ×1 | ||
| SCHD | $453570 | 0.12% | 14304 | $29553 | 上涨 ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $453176 | 0.12% | 2537 | $88780 | 上涨 ×3 | ||
| SLYG | $452319 | 0.12% | 3797 | $85523 | 上涨 ×1 | ||
| ISCV | $450858 | 0.12% | 5757 | $52470 | 上涨 ×6 | ||
| ITOT | $438899 | 0.12% | 2672 | $102648 | 上涨 ×2 | ||
| ACWV | $438479 | 0.12% | 3647 | $2626 | |||
| VB | $427703 | 0.11% | 1411 | $124137 | 上涨 ×1 | ||
| PRK | $408563 | 0.11% | 2233 | $43245 | 下跌 ×1 | ||
| DFSV | $376980 | 0.10% | 9718 | $36925 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $372053 | 0.10% | 1091 | ||||
| VWO | $369509 | 0.10% | 6190 | $167450 | 上涨 ×1 | ||
| MDYV | $366501 | 0.10% | 3864 | $37481 | |||
| VTV | $364135 | 0.10% | 1671 | ||||
| PFI Invesco Dorsey Wright Financial Momentum ETF | $363786 | 0.10% | 5973 | $45711 | |||
| VUG | $362047 | 0.10% | 4203 | $149767 | 上涨 ×1 | ||
| VO | $340006 | 0.09% | 4220 | $37031 | 上涨 ×2 | ||
| FPE | $337389 | 0.09% | 18870 | 上涨 ×1 | |||
| BFOR | $309424 | 0.08% | 3236 | $40819 | |||
| SCHX | $296268 | 0.08% | 10067 | $42846 | 上涨 ×1 | ||
| V Visa Inc. | $292313 | 0.08% | 852 | $40244 | 上涨 ×1 | ||
| IYG | $290681 | 0.08% | 3213 | $24516 | |||
| XMLV | $283561 | 0.08% | 4275 | $14364 | |||
| AVUV | $282181 | 0.07% | 2262 | $9838 | 下跌 ×1 | ||
| EFA | $279733 | 0.07% | 2693 | $18177 | |||
| IJH | $272237 | 0.07% | 3530 | 上涨 ×1 | |||
| MOAT | $269153 | 0.07% | 2589 | $18796 | |||
| IBM International Business Machines Corporation Common Stock | $267521 | 0.07% | 951 | ||||
| INTC Intel Corporation - Common Stock | $266420 | 0.07% | 1908 | 上涨 ×1 | |||
| SCHP | $262271 | 0.07% | 9897 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $261332 | 0.07% | 279 | $-60695 | 下跌 ×1 | ||
| FTAI FTAI Aviation Ltd. - Common Stock | $257816 | 0.07% | 953 | $24821 | 上涨 ×1 | ||
| SCHB | $250255 | 0.07% | 8641 | $33500 | 上涨 ×3 | ||
| DFSE | $247037 | 0.07% | 5054 | $32900 | |||
| SCHC | $242280 | 0.06% | 5035 | $7112 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $239886 | 0.06% | 200 | ||||
| ABBV AbbVie Inc. Common Stock | $237704 | 0.06% | 945 | $33263 | 上涨 ×1 | ||
| PREF | $222793 | 0.06% | 11689 | 上涨 ×1 | |||
| VNQ | $222175 | 0.06% | 2304 | 上涨 ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $218751 | 0.06% | 507 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $218582 | 0.06% | 861 | 上涨 ×1 | |||
| EES | $214352 | 0.06% | 3162 | 上涨 ×1 | |||
| EFAV | $208926 | 0.06% | 2382 | $-8718 | |||
| BND Vanguard Total Bond Market ETF | $205475 | 0.05% | 2799 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DFAC | $98557108 | 26.13% | 上涨 ×6 |
| DFAT | $76288795 | 20.23% | 上涨 ×6 |
| DFIC | $28348005 | 7.52% | 上涨 ×6 |
| IJR | $1109746 | 0.29% | 上涨 ×3 |
| AVES | $1071962 | 0.28% | 上涨 ×3 |
| BSCS | $906776 | 0.24% | 上涨 ×6 |
| DFLV | $585917 | 0.16% | 上涨 ×5 |
| PDN | $557190 | 0.15% | 上涨 ×5 |
| BSCR | $534952 | 0.14% | 上涨 ×5 |
| BSCU | $528592 | 0.14% | 上涨 ×6 |
| BSCT | $474977 | 0.13% | 上涨 ×6 |
| IJT | $453176 | 0.12% | 上涨 ×3 |
| ISCV | $450858 | 0.12% | 上涨 ×6 |
| SCHB | $250255 | 0.07% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPYM | $835981 | 9513 | 0.22% |
| RWJ | $802491 | 13487 | 0.21% |
| QQQM | $627199 | 2070 | 0.17% |
| LQD | $505758 | 4637 | 0.13% |
| PANW | $372053 | 1091 | 0.10% |
| VTV | $364135 | 1671 | 0.10% |
| FPE | $337389 | 18870 | 0.09% |
| IJH | $272237 | 3530 | 0.07% |
| IBM | $267521 | 951 | 0.07% |
| INTC | $266420 | 1908 | 0.07% |
| SCHP | $262271 | 9897 | 0.07% |
| LLY | $239886 | 200 | 0.06% |
| PREF | $222793 | 11689 | 0.06% |
| VNQ | $222175 | 2304 | 0.06% |
| DELL | $218751 | 507 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFAC | 增持 | +11K | +$12.7M |
| DFAT | 增持 | +23K | +$9.6M |
| DFEV | 削减 | -11K | +$4.8M |
| DFEM | 削减 | -1K | +$4.5M |
| DFIC | 增持 | +37K | +$2.6M |
| VTI | 增持 | +2K | +$919K |
| SCHA | 削减 | -463 | +$881K |
| VEA | 增持 | +5K | +$511K |
| QTEC | 仅价格变动 | +0 | +$506K |
| DISV | 增持 | +7K | +$490K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BSCP | 2025年12月31日 | 26632 | $551008 | 不再跟踪 |
| VIG | 2026年6月30日 | 1614 | $347107 | 不再跟踪 |
| DVY | 2025年12月31日 | 1944 | $276205 | |
| DGRW | 2025年6月30日 | 3337 | $266493 | |
| IBM | 2026年3月31日 | 869 | $257407 | -3.6% |
| AOR | 2025年9月30日 | 4100 | $252437 | 不再跟踪 |
| RDVY | 2026年6月30日 | 3665 | $250247 | |
| META | 2025年12月31日 | 328 | $240877 | -16.9% |
| VTV | 2025年9月30日 | 1288 | $227620 | 不再跟踪 |
| NSC | 2025年12月31日 | 738 | $221703 | 20.5% |
| PANW | 2025年12月31日 | 1079 | $219706 | 86.8% |
| VWO | 2025年12月31日 | 4041 | $218944 | 不再跟踪 |
| PTNQ | 2026年6月30日 | 3000 | $218880 | |
| FTAI | 2025年3月31日 | 1498 | $215772 | 84.2% |
| VYM | 2026年3月31日 | 1490 | $213781 | 不再跟踪 |
| ABBV | 2025年6月30日 | 1020 | $213711 | 42.1% |
| LLY | 2026年3月31日 | 192 | $206339 | 35.9% |
| VV | 2025年9月30日 | 715 | $203990 | 不再跟踪 |
| ETW | 2025年6月30日 | 14586 | $120335 | 13.8% |
| GMGI | 2026年3月31日 | 10000 | $8008 | 不再跟踪 |