小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 111 项
建仓 5
减持 105
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.4M
166,393
-49%
减持
IJR
ISHARES TR
-$5.4M
69,157
-50%
减持
AAPL
APPLE INC
-$4.8M
32,390
-50%
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
UCON
FIRST TR EXCHNG TRADED FD VI
-$4.6M
239,923
-46%
减持
SPY
SPDR S&P 500 ETF TR
-$4.2M
11,139
-50%
减持
COST
COSTCO WHSL CORP NEW
-$3.3M
7,065
-50%
减持
FMB
FIRST TR EXCH TRADED FD III
-$3.3M
89,057
-45%
减持
FPE
FIRST TR EXCH TRADED FD III
-$3.2M
186,714
-53%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.8M
125,816
-49%
减持
USFR
WISDOMTREE TR
-$2.7M
101,794
-35%
减持
MSFT
MICROSOFT CORP
-$2.6M
10,337
-50%
减持
MOAT
VANECK ETF TRUST
-$2.4M
54,940
-41%
减持
HYEM
VANECK ETF TRUST
-$2.4M
157,771
-47%
减持
LLY
ELI LILLY & CO
-$2.4M
4,297
-53%
减持
MUB
ISHARES TR
-$2.3M
23,662
-50%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.2M
163,354
-56%
减持
WMT
WALMART INC
-$2.0M
11,920
-51%
减持
EFA
ISHARES TR
-$2.0M
37,835
-46%
减持
IWF
ISHARES TR
-$2.0M
8,318
-51%
减持
MCD
MCDONALDS CORP
-$1.9M
8,074
-50%
减持
JPM
JPMORGAN CHASE & CO
-$1.9M
15,283
-50%
减持
CVX
CHEVRON CORP NEW
-$1.8M
9,441
-50%
减持
AMZN
AMAZON COM INC
-$1.7M
17,401
-50%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$1.7M
20,809
-50%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
11,093
-50%
减持
ABBV
ABBVIE INC
-$1.7M
11,140
-51%
减持
EXC
EXELON CORP
-$1.7M
39,499
-51%
减持
PEP
PEPSICO INC
-$1.6M
9,671
-50%
减持
SHYG
ISHARES TR
-$1.5M
41,809
-47%
减持
CSCO
CISCO SYS INC
-$1.5M
25,728
-50%
减持
DOV
DOVER CORP
-$1.4M
11,301
-50%
减持
VNQ
VANGUARD INDEX FDS
-$1.4M
21,625
-51%
清仓
—
ACTIVISION BLIZZARD INC
-$1.4M
0
-100%
减持
GUNR
FLEXSHARES TR
-$1.4M
38,962
-47%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$1.4M
33,796
-49%
减持
PFF
ISHARES TR
-$1.3M
43,296
-50%
减持
V
VISA INC
-$1.3M
6,004
-51%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
18,318
-50%
减持
NKE
NIKE INC
-$1.2M
14,457
-51%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
2,766
-53%
减持
IVV
ISHARES TR
-$1.2M
2,945
-51%
减持
INTC
INTEL CORP
-$1.2M
54,521
-51%
减持
ORI
OLD REP INTL CORP
-$1.2M
49,520
-49%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.1M
12,759
-51%
减持
ABT
ABBOTT LABS
-$1.1M
12,123
-51%
减持
TM
TOYOTA MOTOR CORP
-$1.0M
5,962
-49%
减持
ORCL
ORACLE CORP
-$1.0M
10,001
-49%
减持
LQD
ISHARES TR
-$983.6K
10,707
-50%
减持
BAC
BANK AMERICA CORP
-$982.4K
47,329
-50%
减持
GOOGL
ALPHABET INC
-$925.3K
7,823
-49%
减持
GOOG
ALPHABET INC
-$901.0K
7,110
-51%
减持
AVUV
AMERICAN CENTY ETF TR
-$897.2K
15,314
-48%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$869.9K
6,626
-52%
减持
—
MEDTRONIC PLC
-$811.0K
11,045
-50%
减持
AFL
AFLAC INC
-$799.1K
11,164
-50%
减持
HD
HOME DEPOT INC
-$782.2K
3,016
-50%
减持
ANGL
VANECK ETF TRUST
-$775.5K
31,063
-50%
减持
CRM
SALESFORCE INC
-$770.5K
4,858
-52%
减持
PG
PROCTER AND GAMBLE CO
-$747.4K
4,940
-51%
减持
BA
BOEING CO
-$737.9K
6,513
-49%
减持
—
EXXON MOBIL CORP
-$734.0K
5,970
-47%
减持
QCOM
QUALCOMM INC
-$717.8K
9,133
-51%
减持
MMM
3M CO
-$703.9K
7,039
-55%
减持
META
META PLATFORMS INC
-$699.8K
2,831
-50%
减持
PRU
PRUDENTIAL FINL INC
-$689.1K
7,966
-50%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$679.1K
31,371
-50%
减持
CTAS
CINTAS CORP
-$673.7K
1,840
-50%
减持
VOO
VANGUARD INDEX FDS
-$653.9K
1,506
-55%
减持
IWP
ISHARES TR
-$636.2K
8,200
-50%
减持
VB
VANGUARD INDEX FDS
-$632.0K
3,919
-50%
减持
VO
VANGUARD INDEX FDS
-$630.6K
3,455
-50%
减持
ADBE
ADOBE INC
-$623.0K
1,442
-50%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$612.4K
2,279
-52%
减持
DIS
DISNEY WALT CO
-$586.3K
7,829
-51%
建仓
PFXF
VANECK ETF TRUST
+$581.7K
33,720
减持
F
FORD MTR CO DEL
-$581.2K
45,345
-51%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$580.0K
14,081
-52%
减持
CAH
CARDINAL HEALTH INC
-$557.4K
6,658
-53%
减持
SKM
SK TELECOM LTD
-$536.2K
26,115
-49%
减持
CEG
CONSTELLATION ENERGY CORP
-$523.2K
3,178
-61%
减持
GS
GOLDMAN SACHS GROUP INC
-$486.9K
1,840
-50%
减持
CVS
CVS HEALTH CORP
-$468.4K
6,915
-52%
减持
T
AT&T INC
-$462.3K
35,566
-49%
减持
UNH
UNITEDHEALTH GROUP INC
-$452.6K
980
-49%
减持
PNC
PNC FINL SVCS GROUP INC
-$447.2K
4,100
-54%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$446.2K
878
-51%
减持
—
BLACKROCK INC
-$444.9K
800
-53%
减持
ZD
ZIFF DAVIS INC
-$433.8K
5,756
-56%
减持
NFLX
NETFLIX INC
-$393.1K
1,331
-52%
减持
SRE
SEMPRA
-$383.4K
5,241
-54%
减持
MCK
MCKESSON CORP
-$370.0K
885
-50%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$326.3K
5,612
-54%
建仓
SMOT
VANECK ETF TRUST
+$296.2K
9,343
减持
WM
WASTE MGMT INC DEL
-$292.1K
2,305
-50%
减持
SCHD
SCHWAB STRATEGIC TR
-$289.3K
2,894
-60%
减持
HYGV
FLEXSHARES TR
-$280.5K
14,619
-34%
减持
AVIV
AMERICAN CENTY ETF TR
-$276.4K
6,696
-48%
减持
LOW
LOWES COS INC
-$265.9K
1,306
-51%
减持
INTU
INTUIT
-$262.1K
432
-59%
减持
TROW
PRICE T ROWE GROUP INC
-$261.1K
2,534
-51%
减持
TXN
TEXAS INSTRS INC
-$258.9K
1,413
-55%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$243.6K
710
-50%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$239.1K
4,783
减持
COP
CONOCOPHILLIPS
-$233.4K
1,954
-49%
减持
AVDV
AMERICAN CENTY ETF TR
-$229.8K
9,148
-34%
减持
PSA
PUBLIC STORAGE
-$219.2K
1,000
-50%
建仓
NEE
NEXTERA ENERGY INC
+$216.9K
3,555
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$205.2K
218
减持
IWB
ISHARES TR
-$194.3K
940
-50%
减持
WY
WEYERHAEUSER CO MTN BE
-$189.1K
7,212
-50%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$125.8K
8,331
-24%
