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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 28
增持 48
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MOAT
VANECK ETF TRUST
+$5.2M
120,898
+60%
增持
IVV
ISHARES TR
+$3.5M
12,423
+84%
增持
VOO
VANGUARD INDEX FDS
+$3.0M
7,309
+347%
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
QGRW
WISDOMTREE TR
+$2.4M
68,665
+326%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.3M
364,887
+29%
建仓
VXUS
VANGUARD STAR FDS
+$2.2M
33,713
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.6M
36,622
+194%
建仓
VTI
VANGUARD INDEX FDS
+$1.6M
5,673
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
13,259
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
176,000
+10%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
29,140
增持
MSFT
MICROSOFT CORP
+$1.1M
13,375
+29%
增持
TLT
ISHARES TR
+$1.0M
15,766
+187%
增持
IWF
ISHARES TR
+$960.4K
10,770
+27%
增持
AAPL
APPLE INC
+$934.0K
34,243
+2%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$928.0K
18,456
清仓
IWP
ISHARES TR
-$904.9K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$890.2K
25,077
+264%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$820.4K
2,410
+239%
减持
INTC
INTEL CORP
-$806.7K
23,025
-47%
减持
HYEM
VANECK ETF TRUST
-$796.0K
98,261
-32%
建仓
SPYM
SPDR SER TR
+$780.6K
11,562
建仓
BSV
VANGUARD BD INDEX FDS
+$761.3K
9,675
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$757.1K
8,617
-47%
增持
USFR
WISDOMTREE TR
+$750.7K
81,785
+23%
增持
VO
VANGUARD INDEX FDS
+$741.8K
5,759
+79%
减持
AVDV
AMERICAN CENTY ETF TR
-$659.0K
3,708
-74%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$648.5K
10,940
增持
AMZN
AMAZON COM INC
+$627.3K
21,643
+23%
建仓
GLDM
WORLD GOLD TR
+$609.7K
11,695
建仓
IEF
ISHARES TR
+$592.6K
6,040
清仓
—
BLACKROCK INC
-$577.1K
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$553.3K
26,239
+164%
增持
PFF
ISHARES TR
+$538.7K
52,099
+38%
增持
DGRW
WISDOMTREE TR
+$537.9K
13,617
+79%
建仓
AGG
ISHARES TR
+$533.7K
5,270
减持
SCHE
SCHWAB STRATEGIC TR
-$533.2K
84,634
-25%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$531.2K
4,438
建仓
QUAL
ISHARES TR
+$516.4K
2,880
建仓
XHLF
BONDBLOXX ETF TRUST
+$505.0K
10,011
减持
VRP
INVESCO EXCH TRADED FD TR II
-$455.2K
11,905
-62%
建仓
VXF
VANGUARD INDEX FDS
+$436.4K
2,398
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$425.0K
9,003
减持
IJR
ISHARES TR
+$415.4K
65,067
-4%
建仓
VOTE
TCW ETF TRUST
+$409.6K
6,110
建仓
DYNF
BLACKROCK ETF TRUST
+$407.4K
8,236
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$406.4K
73,992
-11%
增持
MCD
MCDONALDS CORP
+$404.3K
7,872
+1%
减持
WMT
WALMART INC
+$402.2K
33,910
-2%
建仓
BLV
VANGUARD BD INDEX FDS
+$385.8K
5,133
建仓
INDA
ISHARES TR
+$385.0K
6,577
减持
BA
BOEING CO
-$375.6K
4,910
-20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$374.5K
19,563
+40%
建仓
BIV
VANGUARD BD INDEX FDS
+$368.2K
4,698
减持
FPE
FIRST TR EXCH TRADED FD III
-$347.1K
147,925
-15%
增持
VNQ
VANGUARD INDEX FDS
+$342.0K
21,971
+2%
建仓
BND
VANGUARD BD INDEX FDS
+$340.4K
4,532
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$339.6K
16,977
-31%
清仓
SKM
SK TELECOM LTD
-$322.1K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$317.9K
6,573
+0%
减持
DIS
DISNEY WALT CO
-$313.3K
4,545
-40%
增持
CRM
SALESFORCE INC
+$297.8K
5,297
+18%
建仓
XLK
SELECT SECTOR SPDR TR
+$293.9K
1,302
增持
ORCL
ORACLE CORP
+$290.0K
9,878
+0%
建仓
DLN
WISDOMTREE TR
+$276.5K
3,519
增持
COST
COSTCO WHSL CORP NEW
+$272.7K
7,040
+0%
建仓
MA
MASTERCARD INCORPORATED
+$258.8K
524
减持
QCOM
QUALCOMM INC
-$256.4K
8,719
-0%
减持
ABBV
ABBVIE INC
+$254.0K
10,082
-0%
减持
TM
TOYOTA MOTOR CORP
-$232.4K
5,495
-7%
增持
CTAS
CINTAS CORP
+$226.8K
7,360
+300%
减持
F
FORD MTR CO
-$225.0K
29,708
-31%
建仓
KO
COCA COLA CO
+$224.6K
3,126
建仓
UNP
UNION PAC CORP
+$213.5K
866
建仓
SCHD
SCHWAB STRATEGIC TR
+$200.6K
2,373
增持
HD
HOME DEPOT INC
+$194.3K
3,054
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$180.6K
14,198
+31%
增持
CEG
CONSTELLATION ENERGY CORP
+$180.2K
3,012
+0%
减持
JNJ
JOHNSON & JOHNSON
-$177.9K
6,790
-22%
减持
EXC
EXELON CORP
+$176.9K
38,704
-4%
增持
AVUV
AMERICAN CENTY ETF TR
+$175.3K
19,157
+3%
建仓
PCIG
LITMAN GREGORY FDS TR
+$166.0K
16,696
减持
ORI
OLD REP INTL CORP
-$162.6K
31,693
-24%
增持
NFLX
NETFLIX INC
+$159.3K
1,473
+12%
减持
VB
VANGUARD INDEX FDS
-$149.5K
2,769
-25%
减持
AFL
AFLAC INC
+$148.9K
8,805
-6%
减持
EFA
ISHARES TR
-$129.2K
31,654
-11%
减持
LLY
ELI LILLY & CO
-$128.4K
3,997
-1%
减持
T
AT&T INC
-$128.2K
20,936
-32%
减持
META
META PLATFORMS INC
+$128.2K
2,648
-4%
减持
GILD
GILEAD SCIENCES INC
+$125.3K
15,568
-9%
减持
PEP
PEPSICO INC
-$118.2K
7,159
-12%
减持
HYGV
FLEXSHARES TR
-$117.1K
22,971
-14%
增持
V
VISA INC
+$111.3K
5,677
+3%
增持
IWB
ISHARES TR
+$110.5K
1,241
+32%
减持
CSCO
CISCO SYS INC
+$106.4K
24,166
-3%
增持
GUNR
FLEXSHARES TR
+$102.3K
48,632
+3%
增持
PFXF
VANECK ETF TRUST
+$100.7K
44,856
+8%
减持
—
MEDTRONIC PLC
+$99.1K
9,458
-1%
减持
ABT
ABBOTT LABS
+$96.8K
11,961
-2%
减持
PG
PROCTER AND GAMBLE CO
-$93.6K
3,763
-17%
减持
JPM
JPMORGAN CHASE & CO.
+$91.8K
13,773
-1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$89.3K
135,226
-11%
减持
PNC
PNC FINL SVCS GROUP INC
+$82.8K
3,757
-4%
增持
GOOGL
ALPHABET INC
-$79.8K
8,384
+4%
增持
SHYG
ISHARES TR
+$77.6K
38,773
+2%
增持
CVX
CHEVRON CORP NEW
-$77.3K
9,231
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$75.9K
2,103
-1%
减持
ADBE
ADOBE INC
-$73.8K
1,380
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$71.3K
13,404
+3%
减持
MCK
MCKESSON CORP
-$70.6K
657
-3%
减持
CAH
CARDINAL HEALTH INC
+$65.6K
5,793
-1%
减持
MUB
ISHARES TR
-$63.7K
20,028
-5%
增持
GOOG
ALPHABET INC
-$59.6K
7,444
+5%
减持
UNH
UNITEDHEALTH GROUP INC
+$58.2K
913
-2%
减持
BAC
BANK AMERICA CORP
-$57.4K
43,321
-3%
减持
TROW
PRICE T ROWE GROUP INC
-$55.0K
2,169
-14%
减持
ANGL
VANECK ETF TRUST
-$54.7K
21,536
-11%
减持
CVS
CVS HEALTH CORP
-$49.4K
4,847
-19%
增持
WY
WEYERHAEUSER CO MTN BE
+$48.5K
7,478
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$43.9K
1,508
-14%
减持
NKE
NIKE INC
-$38.9K
11,968
-18%
减持
LQD
ISHARES TR
+$36.4K
9,770
-2%
增持
AVGO
BROADCOM INC
+$34.8K
2,110
+929%
减持
NEE
NEXTERA ENERGY INC
+$33.6K
3,375
-5%
减持
PRU
PRUDENTIAL FINL INC
-$31.0K
6,807
-7%
增持
NVDA
NVIDIA CORPORATION
-$23.4K
24,403
+1%
减持
DOV
DOVER CORP
+$21.2K
10,202
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$18.2K
5,993
-6%
增持
INTU
INTUIT
-$14.0K
424
+0%
减持
AVIV
AMERICAN CENTY ETF TR
+$13.6K
6,268
-3%
减持
TXN
TEXAS INSTRS INC
+$13.3K
1,395
-1%
减持
SRE
SEMPRA
+$10.5K
4,618
-7%
减持
—
EXXON MOBIL CORP
-$9.7K
5,780
-3%
增持
COP
CONOCOPHILLIPS
-$8.4K
2,049
+5%
减持
MMM
3M CO
-$7.2K
4,728
-26%
减持
SMOT
VANECK ETF TRUST
-$3.2K
10,731
-10%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$508
12,720
+1%
