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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 123 项
建仓 5
增持 37
减持 73
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
QGRW
WISDOMTREE TR
+$2.7M
174,313
+75%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
198,247
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$1.5M
46,247
+209%
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
-$1.4M
31,621
-5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.3M
66,412
+68%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.2M
456,372
+11%
减持
NVDA
NVIDIA CORPORATION
-$961.7K
20,900
-13%
增持
IVV
ISHARES TR
+$936.1K
17,252
+16%
增持
MOAT
VANECK ETF TRUST
+$756.8K
162,205
+11%
增持
SPYM
SPDR SER TR
+$705.4K
30,151
+63%
减持
AMZN
AMAZON COM INC
-$682.9K
21,629
-1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$678.4K
62,377
+11%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$656.7K
45,444
+41%
增持
FNDE
SCHWAB STRATEGIC TR
+$566.6K
60,291
+36%
减持
VXUS
VANGUARD STAR FDS
-$515.2K
19,176
-34%
减持
IWF
ISHARES TR
-$476.6K
10,713
-1%
增持
MSFT
MICROSOFT CORP
-$430.7K
14,003
+4%
建仓
TLH
ISHARES TR
+$417.5K
4,024
增持
DLN
WISDOMTREE TR
+$399.7K
19,822
+31%
增持
IJR
ISHARES TR
-$396.6K
68,973
+4%
增持
USFR
WISDOMTREE TR
+$384.6K
110,281
+7%
清仓
DIS
DISNEY WALT CO
-$350.0K
0
-100%
减持
CRM
SALESFORCE INC
-$338.0K
5,038
-0%
减持
ABBV
ABBVIE INC
+$315.6K
10,059
-0%
清仓
BLV
VANGUARD BD INDEX FDS
-$307.7K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$307.4K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$304.3K
13,443
+1%
增持
SHYG
ISHARES TR
+$302.6K
49,235
+17%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$289.9K
7,109
-45%
增持
GOOGL
ALPHABET INC
-$286.5K
8,489
+0%
清仓
VXF
VANGUARD INDEX FDS
-$285.7K
0
-100%
减持
ORCL
ORACLE CORP
-$262.1K
9,413
-1%
减持
HYEM
VANECK ETF TRUST
-$260.8K
52,983
-21%
减持
EXC
EXELON CORP
+$249.3K
35,524
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$246.9K
5,207
-39%
增持
TLT
ISHARES TR
+$246.1K
19,166
+12%
清仓
TROW
PRICE T ROWE GROUP INC
-$245.3K
0
-100%
增持
DGRW
WISDOMTREE TR
+$238.9K
21,484
+18%
建仓
SHY
ISHARES TR
+$236.9K
2,864
建仓
ESGD
ISHARES TR
+$220.2K
2,696
减持
BA
BOEING CO
-$215.7K
3,317
-25%
减持
BAC
BANK AMERICA CORP
-$211.7K
39,672
-7%
减持
GILD
GILEAD SCIENCES INC
+$209.3K
12,344
-3%
减持
CVX
CHEVRON CORP NEW
+$203.4K
9,915
-1%
清仓
COP
CONOCOPHILLIPS
-$203.2K
0
-100%
增持
QUAL
ISHARES TR
+$202.2K
4,231
+45%
建仓
BILS
SPDR SER TR
+$201.4K
2,024
减持
ABT
ABBOTT LABS
+$199.0K
11,535
-2%
减持
EFA
ISHARES TR
+$196.4K
33,146
-0%
减持
V
VISA INC
+$186.8K
5,602
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$183.9K
81,743
-3%
减持
TM
TOYOTA MOTOR CORP
-$173.7K
3,396
-15%
减持
XHLF
BONDBLOXX ETF TRUST
-$170.0K
6,402
-35%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$168.6K
2,349
-2%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$162.7K
5,235
-37%
增持
FPE
FIRST TR EXCH TRADED FD III
+$161.1K
138,959
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$159.6K
24,953
+13%
减持
DOV
DOVER CORP
-$159.6K
9,986
-2%
减持
QCOM
QUALCOMM INC
-$158.6K
7,410
-12%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$152.7K
4,515
-43%
清仓
F
FORD MTR CO
-$147.5K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
-$147.4K
19,865
+2%
减持
VTI
VANGUARD INDEX FDS
-$146.3K
5,980
-3%
增持
AVGO
BROADCOM INC
-$138.7K
2,244
+1%
减持
WMT
WALMART INC
-$135.9K
31,902
-2%
减持
PRU
PRUDENTIAL FINL INC
-$124.8K
5,336
-12%
减持
NKE
NIKE INC
-$123.3K
6,510
-8%
增持
VOTE
TCW ETF TRUST
+$115.9K
8,199
+34%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$111.4K
14,000
清仓
PCIG
LITMAN GREGORY FDS TR
-$108.9K
0
-100%
增持
PFXF
VANECK ETF TRUST
+$105.1K
56,744
+16%
减持
INDA
ISHARES TR
-$103.3K
4,362
-30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$100.8K
6,545
-6%
减持
PFF
ISHARES TR
-$100.2K
45,644
-5%
减持
GLDM
WORLD GOLD TR
-$99.7K
8,214
-30%
减持
ADBE
ADOBE INC
-$98.9K
1,174
-5%
减持
MCD
MCDONALDS CORP
+$96.0K
7,533
-3%
减持
GUNR
FLEXSHARES TR
+$92.1K
52,004
-2%
减持
CTAS
CINTAS CORP
-$78.8K
6,150
-16%
减持
PG
PROCTER AND GAMBLE CO
-$77.9K
2,554
-17%
减持
HD
HOME DEPOT INC
-$74.8K
3,014
-1%
减持
SMOT
VANECK ETF TRUST
-$72.5K
8,185
-17%
减持
VB
VANGUARD INDEX FDS
-$72.5K
2,393
-5%
增持
HYGV
FLEXSHARES TR
+$70.4K
21,676
+10%
增持
SRE
SEMPRA
-$70.1K
4,662
+2%
减持
MCK
MCKESSON CORP
+$64.9K
657
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$56.8K
5,694
+7%
减持
VO
VANGUARD INDEX FDS
-$56.1K
5,336
-2%
减持
CEG
CONSTELLATION ENERGY CORP
-$55.1K
2,457
-0%
减持
NFLX
NETFLIX INC
+$54.2K
1,380
-0%
减持
CSCO
CISCO SYS INC
+$53.6K
23,143
-0%
减持
ANGL
VANECK ETF TRUST
-$52.8K
18,131
-10%
减持
LQD
ISHARES TR
-$52.4K
8,926
-7%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$51.2K
11,050
-4%
增持
VOO
VANGUARD INDEX FDS
-$51.0K
7,527
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$44.4K
813
-6%
减持
IEF
ISHARES TR
-$44.0K
5,286
-11%
减持
JNJ
JOHNSON & JOHNSON
-$40.7K
4,591
-17%
增持
IGM
ISHARES TR
+$37.5K
5,225
+22%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$35.3K
74,676
-1%
增持
VNQ
VANGUARD INDEX FDS
+$34.6K
22,648
+0%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$33.7K
4,802
-7%
减持
LLY
ELI LILLY & CO
+$32.7K
3,686
-6%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$31.7K
7,843
-9%
减持
PEP
PEPSICO INC
-$30.3K
6,346
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$28.1K
17,305
+12%
减持
T
AT&T INC
-$27.9K
12,800
-25%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$27.5K
11,602
-8%
减持
VUG
VANGUARD INDEX FDS
-$27.3K
678
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$26.7K
5,083
-10%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$26.1K
3,140
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$25.7K
13,177
-1%
增持
NUBD
NUSHARES ETF TR
+$25.6K
10,297
+11%
减持
ORI
OLD REP INTL CORP
+$24.1K
28,084
-6%
减持
AFL
AFLAC INC
-$18.0K
7,564
-9%
减持
—
EXXON MOBIL CORP
+$15.0K
5,621
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.1K
7,914
+4%
减持
TXN
TEXAS INSTRS INC
-$12.2K
1,388
-1%
减持
AGG
ISHARES TR
-$12.0K
5,041
-4%
减持
SCHE
SCHWAB STRATEGIC TR
-$7.8K
84,085
-4%
减持
MMM
3M CO
-$7.2K
2,596
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.2K
870
-5%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$786
11,362
+0%