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SITTNER & NELSON, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SITTNER & NELSON, LLC
报告期 2026-03-31 · CIK 0001846138
持仓数
569
前50大市值合计
$197.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 92
减持 33
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
-$4.6M
169,585
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$4.4M
58,927
-1%
增持
NVDA
NVIDIA CORP COM
-$1.0M
45,747
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP COM
-$938.7K
20,921
+0%
减持
TSLA
TESLA INC COM
-$800.5K
4,729
-6%
增持
GOOG
ALPHABET INC CAP STK CL C
-$743.6K
22,856
+1%
减持
AVAV
AEROVIRONMENT INC COM
-$648.6K
17,338
-2%
增持
GOOGL
ALPHABET INC CL A
-$627.0K
20,171
+2%
增持
CVX
CHEVRON CORP NEW COM
+$624.2K
27,659
+0%
减持
GBX
GREENBRIER COS INC COM
-$564.0K
50,456
-2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQUITY ETF SHS
+$487.8K
76,691
+36%
增持
AMZN
AMAZON COM INC COM
-$469.9K
16,652
+0%
建仓
MINO
PIMCO ETF TR MUN INCOME OPPORTUNITIES ACTIVE EXCHANGE TRADED FD
+$431.5K
9,647
增持
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS
+$388.5K
151,936
+7%
增持
AMGN
AMGEN INC COM
+$379.8K
7,429
+0%
增持
MINT
PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
+$354.6K
57,700
+6%
增持
SBUX
STARBUCKS CORP COM
+$347.6K
47,843
+0%
减持
ILMN
ILLUMINA INC COM
-$333.2K
5,891
-2%
增持
NKE
NIKE INC CL B
-$331.9K
28,351
+1%
建仓
SUN
SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT
+$290.3K
5,000
增持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
+$269.3K
2,027
+104%
减持
JNJ
JOHNSON & JOHNSON COM
+$269.3K
13,839
-1%
增持
CCI
CROWN CASTLE INC COM
+$264.4K
3,781
+164%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF SHS
+$252.1K
76,918
+16%
增持
DFUS
DIMENSIONAL ETF TR U S EQUITY MKT ETF
+$244.0K
4,804
+558%
增持
VXUS
VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
+$238.9K
6,119
+156%
增持
TCAF
T ROWE PRICE EXCHANGE-TRADED FDS INC CAP APPRECIATION EQUITY ETF
+$233.1K
18,976
+66%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS
+$215.3K
28,015
+42%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$204.3K
15,268
+25%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM UNIT
+$200.4K
18,266
+35%
增持
FAST
FASTENAL CO COM
+$199.2K
35,194
+0%
建仓
MPT
MEDICAL PPTYS TR INC COM
+$199.0K
33,000
增持
—
LINDE PLC NEW SHS ISIN#IE000S9YS762
+$189.2K
4,021
+0%
增持
EIX
EDISON INTL COM
+$186.9K
6,288
+173%
减持
USB
US BANCORP DEL COM NEW
-$186.0K
23,246
-5%
增持
CGIE
CAPITAL GROUP INTL EQUITY ETF SHS
+$182.4K
6,759
+1075%
增持
KNF
KNIFE RIV CORP COM
+$178.1K
3,225
+191%
增持
DOW
DOW INC COM
+$172.5K
5,396
+1263%
增持
—
EXXON MOBIL CORP COM
+$172.3K
13,445
+1%
增持
MO
ALTRIA GROUP INC COM
+$163.8K
7,665
+35%
增持
EMR
EMERSON ELEC CO COM
-$163.6K
14,973
+3%
建仓
DFAI
DIMENSIONAL ETF TR INTL CORE ETF
+$157.0K
5,027
建仓
KHC
KRAFT HEINZ CO COM
+$152.2K
5,000
增持
TMSL
T ROWE PRICE EXCHANGE-TRADED FDS INC SMALL-MID CAP ETF
+$146.0K
55,529
+16%
增持
GSK
GSK PLC SPONSORED ADR NEW
+$141.6K
8,153
+58%
增持
COST
COSTCO WHOLESALE CORP NEW COM
+$136.1K
4,363
+0%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072
+$129.9K
7,750
+48%
减持
SYK
STRYKER CORP COMMON
+$119.7K
11,723
-1%
增持
PM
PHILIP MORRIS INTL INC COM
+$114.5K
2,901
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
+$113.7K
3,220
+3%
减持
DIS
DISNEY WALT CO DISNEY COM
-$113.7K
8,859
-0%
增持
SMMU
PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF
+$108.4K
6,850
+46%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF SHS
+$105.9K
6,888
+143%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$104.0K
1,294
+101%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$102.8K
5,369
+1%
增持
KO
COCA COLA CO COM
+$97.2K
10,114
+0%
减持
—
SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49
-$92.2K
3,950
-20%
增持
LLY
LILLY ELI & CO COM
+$91.5K
1,053
+4%
增持
CAT
CATERPILLAR INS COM
-$90.6K
2,766
+0%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
-$86.0K
2,117
+0%
减持
LASR
NLIGHT INC COM
-$84.2K
27,089
-4%
增持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF
+$80.9K
4,511
+76%
建仓
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
+$80.9K
1,591
建仓
DFAE
DIMENSIONAL ETF TR EMERGING MKTS CORE ETF
+$78.3K
3,026
增持
TROW
PRICE T ROWE GROUP INC COM
-$75.7K
3,577
+0%
减持
JPM
JPMORGAN CHASE & CO COM
+$75.7K
13,906
-0%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$75.2K
16,747
+0%
减持
—
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115
+$70.1K
7,419
-1%
减持
BAC
BANK AMER CORP COM
-$68.0K
15,850
-5%
增持
MMM
3M CO COM
+$67.3K
3,771
+0%
增持
SHEL
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050
+$65.9K
6,189
+0%
清仓
JEPI
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF
-$64.2K
0
-100%
增持
BROS
DUTCH BROS INC CL A
+$61.1K
5,965
+2%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
+$60.5K
2,244
+11%
增持
ZBH
ZIMMER BIOMET HLDGS INC COM
+$58.4K
2,132
+23%
减持
CRM
SALESFORCE INC COM
-$57.6K
716
-4%
建仓
DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE ETF
+$54.9K
1,951
减持
HD
HOME DEPOT INC COM
-$54.6K
2,223
-0%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$53.8K
25,145
-1%
建仓
VONV
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS
+$48.4K
586
增持
SHOP
SHOPIFY INC CL A ISIN#CA82509L1076
+$47.7K
1,384
+74%
增持
DFIV
DIMENSIONAL ETF TR INTL VALE ETF
+$47.6K
2,760
+60%
增持
ORCL
ORACLE CORP COM
-$46.8K
2,057
+2%
增持
IJH
ISHARES TR CORE S&P MID-CAP ETF
+$46.7K
3,021
+45%
减持
RVT
ROYCE SM-CAP TR INC COM
-$46.6K
9,523
-17%
增持
NVO
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP
-$46.3K
3,746
+5%
增持
RSP
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF
+$43.1K
293
+566%
增持
WINN
HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF
+$42.1K
44,695
+16%
建仓
OAKM
HARRIS OAKMARK ETF TR OAKMARK U S LARGE CAP ETF
+$41.6K
1,700
增持
UBER
UBER TECHNOLOGIES INC COM
+$40.5K
660
+424%
减持
WY
WEYERHAEUSER CO COM
-$39.9K
60,366
-6%
建仓
CSRE
COHEN & STEERS ETF TR REAL ESTATE ACTIVE ETF
+$39.8K
1,558
增持
CGGR
CAPITAL GROUP GROWTH ETF SHS
+$38.8K
22,441
+14%
增持
TCBK
TRICO BANCSHARES COM
-$36.8K
9,899
+0%
增持
AXP
AMERICAN EXPRESS CO COM
-$36.5K
1,325
+0%
增持
PPG
PPG INDS INC COM
-$35.9K
3,605
+0%
减持
SNOW
SNOWFLAKE INC CL A
-$33.0K
3,070
-2%
增持
SO
SOUTHERN CO COM
+$32.6K
3,261
+0%
建仓
IJR
ISHARES TR CORE S&P SMALL-CAP ETF
+$30.5K
292
增持
FDX
FEDEX CORP COM
+$29.9K
702
+40%
减持
MCD
MCDONALDS CORP COM
+$29.8K
1,714
-2%
减持
INTC
INTEL CORP COM
+$28.6K
22,664
-7%
减持
WFC
WELLS FARGO & CO NEW COM
-$28.3K
14,661
-5%
建仓
DFAR
DIMENSIONAL ETF TR DIMENSIONAL US REAL ESTATE ETF
+$27.6K
1,161
减持
ED
CONSOLIDATED EDISON INC COM
+$27.2K
2,086
-9%
增持
PG
PROCTER & GAMBLE CO COM
+$26.6K
9,533
+0%
增持
CSX
CSX CORP COM
-$25.7K
9,232
+0%
增持
MRK
MERCK & CO INC NEW COM
-$23.8K
6,570
+7%
增持
COP
CONOCOPHILLIPS COM
+$21.9K
2,903
+2%
增持
CI
CIGNA GROUP COM
+$21.7K
305
+7%
减持
—
GARMIN LTD SHS ISIN#CH0114405324
-$21.6K
800
-16%
增持
PFE
PFIZER INC COM
+$20.6K
45,857
+7%
增持
BA
BOEING CO COM
-$20.5K
3,788
+1%
增持
OSEA
HARBOR ETF TR HARBOR INTL COMPOUNDERS ETF
+$20.2K
1,659
+80%
减持
DEO
DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057
-$20.2K
278
-28%
建仓
DFIS
DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF
+$19.6K
758
减持
ALL
ALLSTATE CORP COM
-$17.8K
39
-71%
增持
MLI
MUELLER INDS INC COM
+$17.5K
1,950
+18%
增持
—
ASML HLDG N V N Y REGISTRY SHS NEW 2012
+$17.4K
1,228
+7%
建仓
DFEV
DIMENSIONAL ETF TR DIMENSIONAL EMERGING MKTS VALUE ETF
+$16.9K
623
增持
UNH
UNITEDHEALTH GROUP INC COM
+$16.5K
636
+2%
减持
YUM
YUM BRANDS INC COM
+$16.2K
846
-3%
增持
CSCO
CISCO SYS INC COM
+$15.8K
6,266
+0%
增持
WMT
WALMART INC COM
-$15.7K
6,164
+0%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$15.3K
1,990
+9%
建仓
VLUE
ISHARES TR MSCI USA VALUE FACTOR ETF
+$14.7K
138
增持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF
+$14.7K
441
+21%
减持
D
DOMINION ENERGY INC COM
-$14.0K
2,198
-14%
减持
MS
MORGAN STANLEY COM NEW
-$13.6K
433
-15%
建仓
VYM
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
+$13.5K
105
建仓
VV
VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF
+$13.1K
51
增持
VIG
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
+$13.1K
328
+27%
增持
UPS
UNITED PARCEL SVC INC CL B
-$12.9K
4,620
+12%
建仓
DFSD
DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF
+$11.8K
249
建仓
DFCF
DIMENSIONAL ETF TR CORE FXD INCOME ETF
+$11.8K
280
增持
MU
MICRON TECHNOLOGY INC COM
+$11.0K
2,656
+2%
增持
VO
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
+$10.7K
792
+8%
建仓
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$10.3K
167
增持
DFAT
DIMENSIONAL ETF TR U S TARGET VALUE ETF
+$10.2K
1,213
+29%
增持
TCHP
T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF
+$9.9K
18,918
+12%
增持
FTNT
FORTINET INC COM
+$9.8K
200
+100%
增持
DFAS
DIMENSIONAL ETF TR U S SM CAP ETF
+$9.7K
1,021
+30%
增持
CARR
CARRIER GLOBAL CORP COM
-$9.1K
3,287
+3%
建仓
IYF
ISHARES TR US FINANCIALS ETF INDEX FD
+$9.1K
81
减持
—
UNILEVER PLC SPON ADR NEW ISIN#US9047677045
+$8.5K
3,609
-1%
建仓
IXC
ISHARES TR GLOBAL ENERGY ETF
+$8.1K
193
增持
NOC
NORTHROP GRUMMAN CORP COM
+$7.9K
178
+1%
减持
DHR
DANAHER CORP COM
-$7.3K
271
-1%
建仓
SMR
NUSCALE PWR CORP COM
+$7.1K
500
减持
GRAL
GRAIL INC COM
+$6.8K
961
-3%
