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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 96 项
建仓 6
增持 26
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.2M
6,741
+142%
增持
AAPL
APPLE INC
+$1.5M
33,447
+4%
减持
INTC
INTEL CORP
-$970.5K
43,488
-17%
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
COST
COSTCO WHSL CORP NEW
+$853.4K
7,022
+1%
增持
NVDA
NVIDIA CORPORATION
+$836.5K
24,178
+916%
减持
USFR
WISDOMTREE TR
-$800.7K
66,718
-19%
增持
MOAT
VANECK ETF TRUST
+$759.3K
75,791
+17%
建仓
QGRW
WISDOMTREE TR
+$723.0K
16,127
建仓
DGRW
WISDOMTREE TR
+$595.2K
7,626
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$546.3K
12,465
+234%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$513.0K
282,316
+9%
建仓
TLT
ISHARES TR
+$504.1K
5,492
减持
JNJ
JOHNSON & JOHNSON
-$435.0K
8,746
-19%
减持
LLY
ELI LILLY & CO
+$432.4K
4,053
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$411.2K
159,673
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$411.1K
11,377
+3%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$409.2K
16,380
-17%
减持
IJR
ISHARES TR
-$368.6K
67,456
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$354.0K
83,255
-7%
增持
MSFT
MICROSOFT CORP
+$347.9K
10,407
+2%
建仓
AVGO
BROADCOM INC
+$329.1K
205
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$319.5K
6,897
增持
GOOGL
ALPHABET INC
+$298.6K
8,072
+4%
增持
AMZN
AMAZON COM INC
+$295.3K
17,622
+2%
建仓
FNDE
SCHWAB STRATEGIC TR
+$293.5K
9,924
增持
IWF
ISHARES TR
+$293.4K
8,457
+2%
清仓
ZD
ZIFF DAVIS INC
-$292.9K
0
-100%
减持
HYEM
VANECK ETF TRUST
-$289.1K
143,701
-10%
增持
HYGV
FLEXSHARES TR
+$287.8K
26,588
+39%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$283.9K
24,734
-19%
减持
TM
TOYOTA MOTOR CORP
-$281.6K
5,921
-0%
减持
NKE
NIKE INC
-$277.7K
14,554
-0%
减持
PEP
PEPSICO INC
-$271.3K
8,098
-12%
减持
MCD
MCDONALDS CORP
-$260.2K
7,820
-2%
减持
WMT
WALMART INC
+$258.6K
34,500
-0%
减持
SKM
SK TELECOM LTD
-$231.5K
15,391
-40%
增持
AVUV
AMERICAN CENTY ETF TR
+$227.7K
18,533
+21%
清仓
SCHD
SCHWAB STRATEGIC TR
-$222.8K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$219.6K
174,227
-7%
减持
CRM
SALESFORCE INC
-$212.6K
4,481
-1%
清仓
TGT
TARGET CORP
-$209.5K
0
-100%
减持
ANGL
VANECK ETF TRUST
-$207.6K
24,315
-21%
减持
SHYG
ISHARES TR
-$202.5K
38,055
-10%
减持
ORI
OLD REP INTL CORP
-$197.4K
41,591
-14%
减持
CVS
CVS HEALTH CORP
-$197.4K
5,997
-13%
减持
DIS
DISNEY WALT CO
-$194.0K
7,559
-2%
减持
AVDV
AMERICAN CENTY ETF TR
-$183.3K
14,181
-15%
减持
EFA
ISHARES TR
-$166.9K
35,445
-4%
增持
ORCL
ORACLE CORP
+$160.4K
9,867
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$160.3K
10,799
+33%
减持
MUB
ISHARES TR
-$147.6K
21,016
-5%
减持
EXC
EXELON CORP
-$144.6K
40,236
-2%
减持
BA
BOEING CO
-$134.9K
6,165
-5%
减持
—
MEDTRONIC PLC
-$120.9K
9,559
-5%
减持
GILD
GILEAD SCIENCES INC
-$119.1K
17,197
-3%
减持
PFF
ISHARES TR
-$117.5K
37,800
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$117.0K
13,933
+20%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$116.8K
152,328
-4%
减持
SCHE
SCHWAB STRATEGIC TR
-$115.2K
113,056
-8%
减持
V
VISA INC
-$107.9K
5,523
-1%
增持
HD
HOME DEPOT INC
-$103.2K
3,031
+1%
减持
MMM
3M CO
-$97.6K
6,395
-10%
增持
ABBV
ABBVIE INC
-$94.9K
10,127
+1%
增持
ABT
ABBOTT LABS
-$94.3K
12,192
+2%
增持
GUNR
FLEXSHARES TR
+$93.4K
47,427
+8%
减持
VB
VANGUARD INDEX FDS
-$81.5K
3,698
-5%
减持
CSCO
CISCO SYS INC
-$78.4K
24,830
-1%
增持
CAH
CARDINAL HEALTH INC
-$73.0K
5,845
+1%
减持
—
BLACKROCK INC
-$69.8K
733
-6%
减持
ADBE
ADOBE INC
+$69.8K
1,419
-0%
减持
BAC
BANK AMERICA CORP
+$67.3K
44,665
-1%
减持
PRU
PRUDENTIAL FINL INC
-$63.3K
7,298
-7%
减持
VNQ
VANGUARD INDEX FDS
-$60.0K
21,471
-0%
增持
VOO
VANGUARD INDEX FDS
+$57.7K
1,636
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$53.6K
3,934
-4%
减持
F
FORD MTR CO DEL
-$48.7K
42,958
-3%
减持
PG
PROCTER AND GAMBLE CO
-$45.5K
4,520
-7%
减持
GS
GOLDMAN SACHS GROUP INC
+$43.4K
1,748
-2%
减持
LQD
ISHARES TR
-$42.0K
9,965
-2%
减持
SMOT
VANECK ETF TRUST
-$36.2K
11,863
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$32.4K
934
+4%
减持
CEG
CONSTELLATION ENERGY CORP
+$32.4K
3,011
-2%
减持
COP
CONOCOPHILLIPS
-$31.6K
1,959
-2%
减持
AVIV
AMERICAN CENTY ETF TR
-$23.9K
6,450
-4%
减持
T
AT&T INC
-$21.8K
30,813
-11%
减持
JPM
JPMORGAN CHASE & CO
+$21.6K
13,905
-0%
减持
WM
WASTE MGMT INC DEL
-$19.4K
2,212
-4%
减持
CVX
CHEVRON CORP NEW
-$18.7K
9,185
-0%
减持
META
META PLATFORMS INC
+$12.9K
2,752
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$10.9K
6,387
+3%
增持
PFXF
VANECK ETF TRUST
+$10.4K
41,524
+4%
减持
AFL
AFLAC INC
-$7.1K
9,355
-5%
减持
DOV
DOVER CORP
-$6.2K
10,723
-2%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$3.9K
31,154
-0%
减持
MCK
MCKESSON CORP
-$3.5K
677
-9%
减持
SRE
SEMPRA
-$3.1K
4,940
-6%