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Etesian Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Etesian Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 1997586
持仓数
138
前50大市值合计
$259.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 91 项
建仓 2
增持 40
减持 48
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$12.6M
329,652
+316%
减持
AAPL
APPLE INC
+$2.2M
64,942
-1%
减持
MUB
ISHARES TR
-$1.5M
48,854
-24%
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
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
315,528
+3%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.2M
337,740
+16%
增持
HYEM
VANECK ETF TRUST
+$1.1M
248,330
+28%
增持
MOAT
VANECK ETF TRUST
+$950.7K
74,112
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$915.6K
374,336
+24%
减持
MSFT
MICROSOFT CORP
+$897.0K
21,052
-2%
增持
FMB
FIRST TR EXCH TRADED FD III
+$870.3K
174,800
+9%
增持
INTC
INTEL CORP
+$833.8K
112,766
+5%
减持
NVDA
NVIDIA CORPORATION
+$782.7K
6,506
-7%
建仓
HYGV
FLEXSHARES TR
+$673.0K
16,524
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$668.9K
0
-100%
减持
AMZN
AMAZON COM INC
+$651.9K
34,404
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$564.8K
23,360
-1%
减持
COST
COSTCO WHSL CORP NEW
+$559.1K
14,482
-0%
减持
JNJ
JOHNSON & JOHNSON
-$525.4K
22,540
-1%
减持
META
META PLATFORMS INC
+$518.2K
5,760
-1%
增持
IJR
ISHARES TR
+$476.7K
130,424
+2%
减持
EFA
ISHARES TR
+$454.6K
77,804
-0%
建仓
IWB
ISHARES TR
+$423.4K
1,880
增持
BAC
BANK AMERICA CORP
-$392.9K
92,784
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$362.3K
61,662
-20%
减持
VO
VANGUARD INDEX FDS
-$358.5K
6,910
-22%
增持
GUNR
FLEXSHARES TR
+$352.7K
48,446
+24%
增持
QCOM
QUALCOMM INC
+$351.6K
16,566
+3%
减持
TROW
PRICE T ROWE GROUP INC
-$337.9K
5,002
-40%
减持
IWF
ISHARES TR
+$322.5K
16,408
-5%
增持
CVX
CHEVRON CORP NEW
-$309.8K
19,788
+0%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$296.3K
27,410
+3%
减持
LLY
LILLY ELI & CO
-$282.9K
10,202
-1%
减持
SHYG
ISHARES TR
-$280.1K
81,218
-9%
增持
PNC
PNC FINL SVCS GROUP INC
-$270.3K
8,958
+0%
增持
CSCO
CISCO SYS INC
+$251.6K
51,254
+1%
减持
BA
BOEING CO
+$248.4K
12,502
-1%
增持
PRU
PRUDENTIAL FINL INC
-$240.3K
17,024
+3%
增持
CVS
CVS HEALTH CORP
-$240.1K
14,140
+2%
增持
SKM
SK TELECOM LTD
+$237.8K
39,940
+41%
减持
MCD
MCDONALDS CORP
+$228.7K
15,990
-1%
减持
GOOGL
ALPHABET INC
+$223.9K
15,552
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$213.0K
2,956
+7%
增持
ABT
ABBOTT LABS
-$208.7K
25,322
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$176.7K
359,596
-7%
增持
ANGL
VANECK ETF TRUST
+$176.0K
62,424
+7%
增持
AFL
AFLAC INC
-$172.1K
25,582
+1%
减持
GILD
GILEAD SCIENCES INC
-$167.2K
38,276
-2%
减持
DIS
DISNEY WALT CO
+$165.1K
19,512
-5%
减持
JPM
JPMORGAN CHASE & CO
-$159.3K
30,800
-1%
减持
ORCL
ORACLE CORP
+$159.1K
20,224
-4%
减持
NKE
NIKE INC
+$155.7K
29,394
-0%
减持
IVV
ISHARES TR
+$152.8K
6,116
-0%
增持
VOO
VANGUARD INDEX FDS
+$132.3K
3,162
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$123.2K
1,918
-1%
减持
NFLX
NETFLIX INC
+$123.0K
2,710
-2%
增持
TM
TOYOTA MOTOR CORP
+$120.6K
11,900
+4%
减持
V
VISA INC
+$110.1K
12,510
-4%
增持
VNQ
VANGUARD INDEX FDS
+$108.9K
43,792
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$108.5K
12,656
+11%
减持
DOV
DOVER CORP
+$108.3K
22,360
-8%
增持
F
FORD MTR CO DEL
+$107.0K
91,838
+2%
减持
ABBV
ABBVIE INC
-$106.0K
22,960
-1%
增持
MMM
3M CO
-$101.7K
14,468
+7%
减持
CEG
CONSTELLATION ENERGY CORP
-$100.8K
8,260
-5%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$92.9K
66,036
-6%
增持
EXC
EXELON CORP
-$88.5K
81,878
+1%
减持
PFF
ISHARES TR
-$84.4K
92,028
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$74.7K
4,486
-0%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$74.2K
40,434
+1%
减持
ORI
OLD REP INTL CORP
+$71.8K
104,050
-1%
增持
HD
HOME DEPOT INC
-$68.5K
6,504
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$59.8K
43,880
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$55.0K
13,552
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.6K
31,362
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$45.9K
243,732
-3%
减持
CAH
CARDINAL HEALTH INC
-$39.5K
16,266
-1%
减持
SRE
SEMPRA
-$39.4K
5,342
-3%
增持
WM
WASTE MGMT INC DEL
+$38.0K
4,690
+1%
增持
NEE
NEXTERA ENERGY INC
-$34.3K
5,896
+1%
减持
VB
VANGUARD INDEX FDS
+$34.2K
7,748
-1%
减持
WMT
WALMART INC
+$33.4K
25,588
-3%
减持
LQD
ISHARES TR
+$27.0K
22,138
-3%
减持
PEP
PEPSICO INC
+$25.8K
21,640
-0%
增持
—
BLACKROCK INC
+$22.6K
1,724
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$22.1K
7,702
-1%
减持
AGG
ISHARES TR
+$19.8K
10,192
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$18.8K
28,478
+2%
减持
T
AT&T INC
+$12.0K
58,978
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.6K
1,850
-5%
增持
PG
PROCTER AND GAMBLE CO
-$2.1K
11,490
+2%
增持
—
EXXON MOBIL CORP
-$1.3K
11,670
+0%
