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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 94 项
建仓 2
增持 22
减持 70
方向
标的
Δ市值
现股数(环比)
增持
MOAT
VANECK ETF TRUST
+$1.1M
64,571
+18%
减持
USFR
WISDOMTREE TR
-$956.8K
82,667
-19%
减持
NVDA
NVIDIA CORPORATION
+$780.7K
2,380
-14%
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
AAPL
APPLE INC
-$760.4K
32,130
-1%
减持
LLY
ELI LILLY & CO
+$741.2K
4,161
-3%
增持
AVDV
AMERICAN CENTY ETF TR
+$532.2K
16,768
+83%
减持
SPY
SPDR S&P 500 ETF TR
+$470.6K
11,051
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$441.9K
259,739
+8%
减持
AMZN
AMAZON COM INC
+$441.1K
17,242
-1%
减持
COST
COSTCO WHSL CORP NEW
+$430.4K
6,982
-1%
减持
INTC
INTEL CORP
-$430.0K
52,463
-4%
减持
MSFT
MICROSOFT CORP
+$424.3K
10,229
-1%
减持
TM
TOYOTA MOTOR CORP
+$415.5K
5,941
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$330.4K
165,483
-1%
减持
IWF
ISHARES TR
+$258.8K
8,275
-1%
减持
DIS
DISNEY WALT CO
+$236.8K
7,719
-1%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$234.0K
3,737
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$214.6K
11,626
+40%
增持
GUNR
FLEXSHARES TR
+$210.9K
44,079
+13%
建仓
TGT
TARGET CORP
+$209.5K
1,182
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$200.0K
8,094
+69%
增持
WMT
WALMART INC
+$199.1K
34,525
+190%
减持
DOV
DOVER CORP
+$199.0K
10,955
-3%
增持
NKE
NIKE INC
-$198.6K
14,627
+1%
减持
CEG
CONSTELLATION ENERGY CORP
+$198.5K
3,087
-3%
减持
JPM
JPMORGAN CHASE & CO
+$188.1K
13,933
-9%
减持
GILD
GILEAD SCIENCES INC
-$187.4K
17,733
-3%
增持
HYGV
FLEXSHARES TR
+$186.5K
19,127
+31%
减持
MUB
ISHARES TR
-$180.2K
22,183
-6%
减持
ORCL
ORACLE CORP
+$170.3K
9,815
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$168.5K
6,564
-1%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$168.4K
30,438
-10%
减持
QCOM
QUALCOMM INC
+$146.0K
8,731
-4%
减持
NFLX
NETFLIX INC
+$143.9K
1,312
-1%
减持
ADBE
ADOBE INC
-$140.2K
1,424
-1%
减持
MCD
MCDONALDS CORP
-$135.6K
7,991
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$132.0K
12,579
-1%
增持
PFXF
VANECK ETF TRUST
+$126.2K
40,018
+19%
增持
EXC
EXELON CORP
+$121.1K
40,914
+4%
增持
SMOT
VANECK ETF TRUST
+$119.2K
12,176
+30%
增持
HYEM
VANECK ETF TRUST
+$114.4K
159,303
+1%
减持
ABBV
ABBVIE INC
+$108.0K
10,060
-10%
减持
BAC
BANK AMERICA CORP
+$105.5K
45,068
-5%
减持
ZD
ZIFF DAVIS INC
-$101.5K
4,647
-19%
增持
VOO
VANGUARD INDEX FDS
+$101.0K
1,582
+5%
减持
HD
HOME DEPOT INC
+$98.9K
2,989
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$96.2K
187,309
+0%
减持
EFA
ISHARES TR
+$95.5K
36,856
-3%
减持
PRU
PRUDENTIAL FINL INC
+$88.3K
7,825
-2%
减持
LQD
ISHARES TR
-$79.8K
10,186
-5%
减持
VNQ
VANGUARD INDEX FDS
-$75.2K
21,490
-1%
减持
GOOGL
ALPHABET INC
+$74.7K
7,763
-1%
减持
CRM
SALESFORCE INC
+$74.5K
4,531
-7%
减持
AFL
AFLAC INC
-$74.0K
9,814
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$71.2K
896
-9%
减持
PG
PROCTER AND GAMBLE CO
+$71.1K
4,875
-1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$53.7K
19,621
-6%
减持
IVV
ISHARES TR
+$52.5K
2,783
-6%
减持
PFF
ISHARES TR
-$45.5K
40,649
-6%
减持
VB
VANGUARD INDEX FDS
+$42.4K
3,884
-1%
减持
CVX
CHEVRON CORP NEW
+$41.5K
9,227
-2%
减持
CSCO
CISCO SYS INC
-$40.7K
25,206
-2%
减持
—
MEDTRONIC PLC
-$40.4K
10,021
-9%
增持
SHYG
ISHARES TR
+$37.4K
42,501
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$36.3K
1,789
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.7K
863
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.0K
13,028
-7%
减持
TROW
PRICE T ROWE GROUP INC
+$31.7K
2,526
-0%
减持
PEP
PEPSICO INC
-$31.2K
9,182
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$29.6K
6,174
+10%
增持
COP
CONOCOPHILLIPS
+$28.1K
2,009
+3%
减持
F
FORD MTR CO DEL
+$27.8K
44,231
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$27.2K
4,117
+0%
减持
IJR
ISHARES TR
-$26.5K
68,435
-1%
减持
ORI
OLD REP INTL CORP
+$24.7K
48,261
-3%
减持
JNJ
JOHNSON & JOHNSON
-$23.6K
10,831
-2%
减持
ABT
ABBOTT LABS
+$22.8K
11,976
-1%
增持
MMM
3M CO
-$21.0K
7,081
+1%
减持
CAH
CARDINAL HEALTH INC
-$20.0K
5,788
-13%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$18.8K
31,239
-0%
减持
T
AT&T INC
+$15.3K
34,698
-2%
增持
SRE
SEMPRA
-$12.5K
5,274
+1%
减持
SCHE
SCHWAB STRATEGIC TR
+$10.3K
123,483
-2%
增持
FMB
FIRST TR EXCH TRADED FD III
+$8.8K
89,661
+1%
减持
SKM
SK TELECOM LTD
-$6.3K
25,678
-2%
减持
MCK
MCKESSON CORP
-$6.0K
743
-16%
减持
V
VISA INC
-$5.9K
5,581
-7%
减持
VO
VANGUARD INDEX FDS
-$5.7K
3,212
-7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$5.7K
157,928
-3%
减持
—
BLACKROCK INC
-$4.6K
776
-3%
减持
INTU
INTUIT
+$3.0K
422
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.9K
2,763
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$396
2,120
-7%
减持
ANGL
VANECK ETF TRUST
-$96
30,867
-1%
