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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 100 项
建仓 4
增持 50
减持 44
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$7.5M
181,144
-45%
减持
AAPL
APPLE INC
+$1.9M
64,844
-0%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.7M
409,576
+21%
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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.6M
12,280
-72%
减持
LLY
LILLY ELI & CO
+$1.2M
10,016
-2%
减持
MSFT
MICROSOFT CORP
+$1.0M
20,872
-1%
清仓
AGG
ISHARES TR
-$1.0M
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$978.0K
156,384
-11%
增持
AMZN
AMAZON COM INC
+$931.6K
34,406
+0%
减持
NVDA
NVIDIA CORPORATION
+$873.1K
6,336
-3%
增持
IJR
ISHARES TR
+$688.2K
133,468
+2%
增持
MOAT
VANECK ETF TRUST
+$643.1K
76,636
+3%
增持
HYEM
VANECK ETF TRUST
+$605.6K
283,054
+14%
增持
ABBV
ABBVIE INC
-$565.3K
22,964
+0%
减持
COST
COSTCO WHSL CORP NEW
+$552.7K
14,392
-1%
增持
ORCL
ORACLE CORP
+$552.0K
20,414
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$509.4K
319,660
+1%
增持
JPM
JPMORGAN CHASE & CO
+$500.4K
31,036
+1%
建仓
INTU
INTUIT
+$478.4K
1,044
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$438.7K
7,928
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$416.5K
436
建仓
COP
CONOCOPHILLIPS
+$415.5K
4,010
清仓
KO
COCA COLA CO
-$404.1K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$385.6K
22,444
-4%
减持
IWF
ISHARES TR
+$376.3K
15,936
-3%
增持
GUNR
FLEXSHARES TR
+$354.2K
59,970
+24%
增持
MCD
MCDONALDS CORP
+$342.4K
16,130
+1%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$329.7K
392,074
+9%
减持
GILD
GILEAD SCIENCES INC
-$316.9K
37,094
-3%
减持
EFA
ISHARES TR
-$314.4K
72,416
-7%
增持
NFLX
NETFLIX INC
+$290.1K
2,784
+3%
减持
DIS
DISNEY WALT CO
-$253.5K
19,044
-2%
增持
TM
TOYOTA MOTOR CORP
+$249.3K
12,040
+1%
增持
GOOGL
ALPHABET INC
+$248.8K
15,556
+0%
减持
GOOG
ALPHABET INC
+$242.7K
14,876
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$241.7K
389,240
+4%
增持
F
FORD MTR CO DEL
+$232.4K
91,842
+0%
减持
—
ACTIVISION BLIZZARD INC
-$222.5K
16,676
-12%
减持
PEP
PEPSICO INC
-$220.7K
20,108
-7%
增持
NKE
NIKE INC
-$219.4K
30,674
+4%
减持
ZD
ZIFF DAVIS INC
-$210.8K
16,152
-6%
减持
CVX
CHEVRON CORP NEW
-$196.3K
19,272
-3%
增持
CRM
SALESFORCE INC
+$188.0K
10,318
+3%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$184.9K
26,450
-4%
减持
IVV
ISHARES TR
+$183.3K
6,052
-1%
减持
PFF
ISHARES TR
-$177.4K
87,158
-5%
减持
CAH
CARDINAL HEALTH INC
+$176.7K
14,854
-9%
增持
VOO
VANGUARD INDEX FDS
+$171.2K
3,340
+6%
减持
JNJ
JOHNSON & JOHNSON
+$168.5K
22,126
-2%
增持
HD
HOME DEPOT INC
+$157.3K
6,686
+3%
减持
ABT
ABBOTT LABS
+$146.5K
24,864
-2%
减持
—
MEDTRONIC PLC
+$128.4K
22,980
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$121.0K
28,734
+1%
减持
CTAS
CINTAS CORP
+$116.2K
3,700
-1%
减持
V
VISA INC
+$115.6K
12,364
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$110.4K
1,832
-1%
减持
LQD
ISHARES TR
-$109.8K
21,424
-3%
增持
SKM
SK TELECOM LTD
+$108.6K
47,552
+19%
减持
CEG
CONSTELLATION ENERGY CORP
+$106.3K
8,244
-0%
增持
VNQ
VANGUARD INDEX FDS
+$103.9K
44,764
+2%
减持
WMT
WALMART INC
+$92.7K
24,594
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$90.9K
13,956
+3%
增持
VB
VANGUARD INDEX FDS
+$86.6K
7,820
+1%
增持
BAC
BANK AMERICA CORP
+$78.0K
95,212
+3%
减持
AFL
AFLAC INC
+$77.4K
24,756
-3%
增持
T
AT&T INC
+$70.6K
75,604
+28%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$66.5K
29,512
-6%
减持
INTC
INTEL CORP
+$66.1K
112,148
-1%
增持
SHYG
ISHARES TR
+$63.4K
83,198
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$59.0K
13,884
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$55.8K
4,798
+7%
减持
PRU
PRUDENTIAL FINL INC
+$55.5K
16,596
-3%
增持
QCOM
QUALCOMM INC
+$52.2K
18,194
+10%
增持
WM
WASTE MGMT INC DEL
+$51.2K
4,708
+0%
增持
EXC
EXELON CORP
-$48.8K
82,992
+1%
增持
CVS
CVS HEALTH CORP
-$45.0K
14,548
+3%
增持
NEE
NEXTERA ENERGY INC
+$44.2K
6,720
+14%
减持
SCHD
SCHWAB STRATEGIC TR
-$39.9K
7,210
-6%
增持
MUB
ISHARES TR
-$39.5K
48,946
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$37.0K
5,372
+7%
增持
SCHE
SCHWAB STRATEGIC TR
+$33.4K
243,998
+0%
减持
SRE
SEMPRA
-$33.0K
5,320
-0%
减持
PG
PROCTER AND GAMBLE CO
+$31.7K
11,468
-0%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
-$28.7K
66,496
+1%
增持
DOV
DOVER CORP
-$28.4K
22,818
+2%
减持
CSCO
CISCO SYS INC
-$27.9K
51,244
-0%
增持
MMM
3M CO
-$27.4K
14,920
+3%
减持
MCK
MCKESSON CORP
-$23.7K
2,146
-19%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.3K
1,926
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$18.7K
9,188
+3%
增持
HYGV
FLEXSHARES TR
+$17.9K
17,084
+3%
减持
—
BLACKROCK INC
+$15.7K
1,692
-2%
减持
ORI
OLD REP INTL CORP
+$15.3K
103,832
-0%
增持
TXN
TEXAS INSTRS INC
+$14.2K
3,154
+6%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$13.0K
39,674
-2%
增持
ANGL
VANECK ETF TRUST
-$10.1K
62,624
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$9.3K
60,966
-1%
增持
BA
BOEING CO
+$6.1K
12,606
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.7K
3,720
+2%
增持
—
EXXON MOBIL CORP
+$2.8K
11,958
+2%
