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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 87
减持 38
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$3.6M
57,236
-3%
增持
NVDA
NVIDIA CORP COM
+$3.1M
51,153
+12%
减持
AAPL
APPLE INC COM
-$3.0M
169,070
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。
-0%
增持
AVAV
AEROVIRONMENT INC COM
+$2.9M
17,588
+1%
增持
MSFT
MICROSOFT CORP COM
+$2.6M
20,978
+0%
增持
SMMU
PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF
+$1.5M
36,038
+426%
增持
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS
+$745.8K
156,010
+3%
增持
JPM
JPMORGAN CHASE & CO COM
+$699.9K
14,181
+2%
减持
CVX
CHEVRON CORP NEW COM
-$669.4K
27,639
-0%
增持
MINO
PIMCO ETF TR MUN INCOME OPPORTUNITIES ACTIVE EXCHANGE TRADED FD
+$603.2K
23,393
+142%
增持
AMZN
AMAZON COM INC COM
+$489.5K
16,672
+0%
增持
GOOGL
ALPHABET INC CL A
+$476.2K
20,402
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$450.1K
22,667
-1%
建仓
DFAC
DIMENSIONAL ETF TR U S CORE EQUITY 2 ETF
+$443.9K
12,385
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
+$431.6K
2,790
+24%
增持
META
META PLATFORMS INC CL A
+$410.3K
2,180
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQUITY ETF SHS
+$376.0K
83,061
+8%
增持
TMSL
T ROWE PRICE EXCHANGE-TRADED FDS INC SMALL-MID CAP ETF
+$363.7K
62,689
+13%
增持
EMR
EMERSON ELEC CO COM
+$355.5K
14,978
+0%
增持
NKE
NIKE INC CL B
+$349.8K
30,258
+7%
增持
CAT
CATERPILLAR INC COM
+$333.1K
3,208
+16%
增持
CGGR
CAPITAL GROUP GROWTH ETF SHS
+$325.2K
26,907
+20%
增持
TCHP
T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF
+$324.7K
23,049
+22%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF SHS
+$317.3K
78,156
+2%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$314.2K
5,370
+0%
减持
AMGN
AMGEN INC COM
-$291.4K
7,246
-2%
增持
SYK
STRYKER CORP COMMON
+$279.0K
11,735
+0%
减持
TSLA
TESLA INC COM
+$274.7K
4,723
-0%
减持
WY
WEYERHAEUSER CO COM
-$266.0K
58,445
-3%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
-$229.3K
17,112
+2%
增持
SBUX
STARBUCKS CORP COM
-$228.3K
48,724
+2%
增持
GBX
GREENBRIER COS INC COM
-$225.1K
51,233
+2%
减持
DIS
DISNEY WALT CO DISNEY COM
+$220.1K
8,826
-0%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$216.1K
1,122
-45%
减持
LASR
NLIGHT INC COM
-$204.6K
300
-99%
增持
—
ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100
+$202.5K
1,268
+3%
增持
DFAI
DIMENSIONAL ETF TR INTL CORE ETF
+$200.4K
10,338
+106%
减持
—
SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49
-$198.4K
950
-76%
减持
JNJ
JOHNSON & JOHNSON COM
-$184.8K
13,815
-0%
增持
TCAF
T ROWE PRICE EXCHANGE-TRADED FDS INC CAP APPRECIATION EQUITY ETF
+$176.3K
22,359
+18%
减持
TRMB
TRIMBLE INC COM
+$166.3K
19,880
-3%
增持
ORCL
ORACLE CORP COM
+$162.2K
2,058
+0%
增持
CGIE
CAPITAL GROUP INTL EQUITY ETF SHS
+$156.0K
10,759
+59%
增持
FAST
FASTENAL CO COM
+$154.3K
68,657
+95%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS
+$153.4K
29,625
+6%
减持
EIX
EDISON INTL COM
-$149.2K
4,288
-32%
增持
—
EXXON MOBIL CORP COM
-$148.4K
13,456
+0%
增持
VXUS
VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
+$145.9K
7,612
+24%
减持
COST
COSTCO WHOLESALE CORP NEW COM
+$142.4K
4,312
-1%
增持
AMAT
APPLIED MATLS INC COM
+$135.5K
1,277
+89%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$134.7K
2,390
+20%
增持
BAC
BANK AMER CORP COM
+$132.9K
16,787
+6%
减持
WINN
HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF
+$131.0K
42,095
-6%
增持
OAKM
HARRIS OAKMARK ETF TR OAKMARK U S LARGE CAP ETF
+$124.5K
6,465
+280%
增持
MINT
PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF
+$116.5K
58,908
+2%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE EQUITY ETF SHS
+$114.4K
4,000
建仓
CBSH
COMMERCE BANCSHARES INC COM
+$114.2K
1,837
增持
MU
MICRON TECHNOLOGY INC COM
+$105.2K
2,726
+3%
增持
LRCX
LAM RESH CORP COM NEW
+$102.8K
3,595
+6%
减持
WFC
WELLS FARGO & CO NEW COM
+$98.2K
14,362
-2%
减持
BA
BOEING CO COM
+$95.3K
3,538
-7%
增持
—
CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137
+$92.3K
4,970
+13%
增持
NVO
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP
+$89.4K
5,065
+35%
建仓
CGIC
CAPITAL GROUP INTL CORE EQUITY ETF SHS
+$89.1K
3,062
建仓
FEOE
RBB FD TR FIRST EAGLE OVERSEAS EQUITY ETF
+$84.1K
2,000
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003
+$82.2K
535
+128%
减持
—
LINDE PLC NEW SHS ISIN#IE000S9YS762
-$79.3K
3,821
-5%
减持
PFE
PFIZER INC COM
-$77.9K
44,726
-2%
清仓
—
MAG SILVER CORP COM ISIN#CA55903Q1046
-$76.4K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM UNIT
-$75.8K
17,666
-3%
增持
—
NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784
+$69.2K
423
+247%
增持
PM
PHILIP MORRIS INTL INC COM
+$68.3K
2,903
+0%
减持
NVS
NOVARTIS AG SPONSORED ADR
+$67.7K
8,417
-1%
增持
BROS
DUTCH BROS INC CL A
+$66.9K
6,365
+7%
增持
AXP
AMERICAN EXPRESS CO COM
+$66.6K
1,326
+0%
增持
MRK
MERCK & CO INC NEW COM
-$64.3K
6,638
+1%
减持
ILMN
ILLUMINA INC COM
+$63.7K
5,566
-6%
增持
WMT
WALMART INC COM
+$61.9K
6,167
+0%
减持
USB
US BANCORP DEL COM NEW
+$60.9K
23,035
-1%
减持
—
AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082
-$60.8K
12,700
-4%
建仓
GIS
GENERAL MILLS INC COM
+$60.5K
1,167
增持
DFAE
DIMENSIONAL ETF TR EMERGING MKTS CORE ETF
+$56.0K
4,640
+53%
减持
DFUS
DIMENSIONAL ETF TR U S EQUITY MKT ETF
-$55.0K
3,514
-27%
清仓
DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE ETF
-$54.9K
0
-100%
增持
CARR
CARRIER GLOBAL CORP COM
+$54.1K
3,587
+9%
建仓
CGSM
CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION MUN INCOME ETF
+$52.2K
2,000
清仓
JEPQ
J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF
-$48.4K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$48.2K
6,268
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$47.1K
14,918
-2%
清仓
PTLC
PACER FDS TR TRENDPILOT US LARGE CAP ETF
-$44.1K
0
-100%
减持
RSP
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF
-$42.8K
44
-85%
减持
MCD
MCDONALDS CORP COM
-$40.5K
1,694
-1%
建仓
FEGE
RBB FD TR FIRST EAGLE GLOBAL EQUITY ETF
+$40.4K
1,000
增持
KNF
KNIFE RIV CORP COM
+$39.3K
4,045
+25%
增持
SHOP
SHOPIFY INC CL A ISIN#CA82509L1076
+$39.0K
1,484
+7%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHS
+$37.5K
1,300
增持
BMRN
BIOMARIN PHARMACEUTICAL INC COM
-$34.6K
3,100
+7%
减持
—
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115
-$34.5K
7,253
-2%
建仓
CGDG
CAPITAL GROUP DIVID GROWERS ETF SHS
+$34.0K
1,010
增持
FDX
FEDEX CORP COM
+$33.9K
902
+28%
减持
GILD
GILEAD SCIENCES INC COM
-$32.2K
8,330
-2%
增持
UPS
UNITED PARCEL SVC INC CL B
-$31.7K
4,720
+2%
增持
CRM
SALESFORCE INC COM
+$30.4K
816
+14%
增持
CSX
CSX CORP COM
+$30.0K
9,247
+0%
减持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF
-$29.5K
3,698
-18%
增持
ED
CONSOLIDATED EDISON INC COM
+$29.3K
2,591
+24%
增持
CSRE
COHEN & STEERS ETF TR REAL ESTATE ACTIVE ETF
+$27.8K
2,619
+68%
增持
VO
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
+$27.2K
829
+5%
增持
COP
CONOCOPHILLIPS COM
+$26.4K
3,692
+27%
增持
DFAR
DIMENSIONAL ETF TR DIMENSIONAL US REAL ESTATE ETF
+$25.4K
2,259
+95%
增持
MA
MASTERCARD INC CL A
+$23.7K
132
+43%
建仓
IQV
IQVIA HLDGS INC COM
+$23.6K
150
减持
GRAL
GRAIL INC COM
+$23.0K
924
-4%
增持
QCOM
QUALCOMM INC COM
+$22.0K
604
+25%
增持
MMM
3M CO COM
+$20.6K
3,773
+0%
增持
COLB
COLUMBIA BKG SYS INC COM
-$19.4K
37,059
+4%
增持
CLX
CLOROX CO COM
-$18.1K
670
+0%
增持
DHR
DANAHER CORP COM
+$17.7K
371
+37%
增持
SHEL
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050
-$17.6K
6,191
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$17.5K
500
-17%
建仓
B
BARRICK MINING CORP REGISTERED SHS ISIN#CA06849F1080
+$17.4K
834
增持
TROW
PRICE T ROWE GROUP INC COM
+$16.7K
3,578
+0%
增持
PPG
PPG INDS INC COM
+$16.4K
3,610
+0%
清仓
—
BARRICK GOLD CORP N/C EFF 05/09/25 1 NEW CU 06849F108 BARRICK MNG CORP FOR 1 OLD
-$16.2K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$16.1K
615
+3%
增持
TKR
TIMKEN CO COM
+$15.2K
21,651
+0%
增持
MLI
MUELLER INDS INC COM
+$14.4K
2,050
+5%
减持
PSX
PHILLIPS 66 COM
-$13.3K
1,150
-6%
增持
FTNT
FORTINET INC COM
+$12.5K
300
+50%
清仓
DFSD
DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF
-$11.8K
0
-100%
清仓
DFCF
DIMENSIONAL ETF TR CORE FXD INCOME ETF
-$11.8K
0
-100%
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC CL A
+$11.4K
300
增持
KD
KYNDRYL HLDGS INC COM
+$11.2K
393
+133%
增持
IBKR
INTERACTIVE BROKERS GROUP INC CL A - COM
+$11.0K
788
+300%
增持
GLD
SPDR GOLD TR GOLD SHS
+$10.7K
295
+7%
增持
RVT
ROYCE SM-CAP TR INC COM
+$10.6K
9,713
+2%
减持
PNW
PINNACLE WEST CAP CORP COM
-$10.4K
150
-40%
建仓
JPST
J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF
+$10.1K
200
增持
PG
PROCTER & GAMBLE CO COM
-$10.0K
10,134
+6%
减持
—
ALCON SA ACT NOM ISIN#CH0432492467
-$9.2K
1,238
-2%
增持
KHC
KRAFT HEINZ CO COM
-$8.8K
5,550
+11%
增持
INTC
INTEL CORP COM
+$8.7K
23,365
+3%
减持
QUAL
ISHARES TR MSCI USA QUALITY FACTOR ETF
-$8.5K
431
-16%
建仓
AUR
AURORA INNOVATION INC CL A
+$8.4K
1,600
增持
FISV
FISERV INC COM
+$7.9K
292
+52%
增持
YUM
YUM BRANDS INC COM
-$7.4K
848
+0%
建仓
RKLB
ROCKET LAB CORP COM
+$7.2K
200
清仓
—
BERRY GLOBAL GROUP INC C/A EFF 04/30/25 7.25 NEW CU G0250X107 AMCOR PLC FOR 1 OL
-$7.0K
0
-100%
建仓
—
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079
+$6.7K
725
增持
SCCO
SOUTHERN COPPER CORP DEL COM
+$6.6K
769
+1%
