Sunesis Advisors, LLC
CIK 1748269 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $221.3M
- 持仓
- 59
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 6120（共 9443） · 前 64.8%
投资组合价值同比（季度）：+0.2% 13F不披露现金
- 前十大持仓权重
- 79.36%
- 前二十五大持仓权重
- 92.94%
- 持仓高于 1%
- 15
- 有效持仓数量
- 5.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 1.77% 估计买入 $9776953 · 卖出 $3922232
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q1 2026 · 90.8% 仍持有
- 新仓位
- 7
- 增加
- 10
- 减少
- 15
- 已结清
- 1
本页内容
行业细分
Financial Services
2.3%
Financials
2.1%
Technology
1.6%
Industrials
0.8%
Healthcare
0.3%
Retail
0.3%
Energy
0.2%
Communication Services
0.2%
Materials
0.1%
其他/未映射
91.9%
完整投资组合 59 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $85547922 | 38.66% | 266662 | $-3514189 | 上涨 ×1 | ||
| AGG | $20345790 | 9.20% | 204954 | $2097372 | 上涨 ×2 | ||
| BRKA | $19389780 | 8.76% | 27 | $2784180 | 上涨 ×1 | ||
| VEA | $15434374 | 6.98% | 240861 | $619225 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $10904516 | 4.93% | 141415 | $167287 | 下跌 ×1 | ||
| BSV | $5987146 | 2.71% | 76357 | $-669306 | 下跌 ×1 | ||
| BIV | $5973377 | 2.70% | 77395 | $-687380 | 下跌 ×1 | ||
| SPY SPY | $4251273 | 1.92% | 6537 | $-220076 | 下跌 ×2 | ||
| BUSE First Busey Corporation - Common Stock | $3963903 | 1.79% | 156862 | $232156 | |||
| BND Vanguard Total Bond Market ETF | $3790324 | 1.71% | 51471 | $53048 | 上涨 ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $3465348 | 1.57% | 75024 | $92247 | 上涨 ×2 | ||
| MBB iShares MBS ETF | $3257499 | 1.47% | 34308 | $-721484 | 下跌 ×1 | ||
| PSBD Palmer Square Capital BDC Inc. Common Stock | $2920829 | 1.32% | 298959 | $-723481 | |||
| SPYV | $2440465 | 1.10% | 43133 | $-9921 | |||
| VTEB | $2424604 | 1.10% | 48599 | $-112325 | 下跌 ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2187063 | 0.99% | 18436 | $46828 | |||
| NVDA NVIDIA Corporation - Common Stock | $2169536 | 0.98% | 12440 | $-371900 | 下跌 ×2 | ||
| IAU | $1836196 | 0.83% | 20828 | $-453042 | 下跌 ×1 | ||
| VOO | $1798028 | 0.81% | 3009 | $-97786 | 下跌 ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $1620951 | 0.73% | 16182 | $-49990 | 下跌 ×1 | ||
| VWO | $1361806 | 0.62% | 25195 | $5962 | 下跌 ×1 | ||
| XLK XLK | $1233844 | 0.56% | 9284 | $-102773 | |||
| SPYG | $1196558 | 0.54% | 12221 | $-107423 | |||
| VTES | $1079568 | 0.49% | 10674 | $-4644 | |||
| HDV | $1066623 | 0.48% | 7859 | $110890 | |||
| SCHD | $920676 | 0.42% | 30009 | $97529 | |||
| BRKB | $886999 | 0.40% | 1851 | $-281662 | 下跌 ×2 | ||
| DFIV | $861053 | 0.39% | 16314 | $-269332 | 下跌 ×1 | ||
| FBTC | $812312 | 0.37% | 13761 | $344793 | 上涨 ×1 | ||
| VGK | $801055 | 0.36% | 9718 | $-11467 | |||
| SPHY | $755451 | 0.34% | 32395 | $-11339 | |||
| QQQ Invesco QQQ Trust, Series 1 | $753797 | 0.34% | 1306 | $-48492 | |||
| CB Chubb Limited Common Stock | $746917 | 0.34% | 2292 | $-28077 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $638536 | 0.29% | 2516 | $-45464 | |||
| MSFT Microsoft Corporation - Common Stock | $557846 | 0.25% | 1507 | $34569 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $517293 | 0.23% | 3049 | $150376 | |||
| LLY Eli Lilly and Company Common Stock | $510472 | 0.23% | 555 | $-85975 | |||
| IEFA | $507059 | 0.23% | 5601 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $448594 | 0.20% | 1560 | $-39686 | |||
| VSS | $434746 | 0.20% | 2982 | $7336 | |||
| SCHE | $418399 | 0.19% | 12698 | $2539 | |||
| COST Costco Wholesale Corporation - Common Stock | $406543 | 0.18% | 408 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $378277 | 0.17% | 1961 | $18630 | |||
| FETH | $367404 | 0.17% | 17596 | $142960 | 上涨 ×1 | ||
| EMR Emerson Electric Company Common Stock | $365808 | 0.17% | 2792 | $-4746 | |||
| RSG Republic Services, Inc. Common Stock | $351746 | 0.16% | 1606 | 上涨 ×1 | |||
| SUB | $348788 | 0.16% | 3275 | 上涨 ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $306766 | 0.14% | 957 | 上涨 ×1 | |||
| IJJ | $261953 | 0.12% | 1977 | $1800 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $251614 | 0.11% | 729 | $37601 | |||
| EWJ | $250280 | 0.11% | 2964 | $10967 | |||
| GD General Dynamics Corporation Common Stock | $250207 | 0.11% | 729 | $4782 | |||
| HEDJ | $230120 | 0.10% | 4400 | $-3344 | |||
| IEMG | $224525 | 0.10% | 3219 | $8144 | |||
| IBM International Business Machines Corporation Common Stock | $222636 | 0.10% | 919 | $-51654 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $217063 | 0.10% | 888 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $212365 | 0.10% | 1067 | $-19302 | |||
| HD Home Depot, Inc. (The) Common Stock | $202596 | 0.09% | 616 | 上涨 ×1 | |||
| FSOL | $201952 | 0.09% | 20713 | $-5401 | 上涨 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
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 |
|---|---|---|---|---|
| EMB | 2025年12月31日 | 4840 | $460720 | |
| MUNI | 2025年12月31日 | 6638 | $347035 | 不再跟踪 |
| VUG | 2026年3月31日 | 451 | $220025 | 不再跟踪 |