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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 128 项
建仓 4
增持 37
减持 80
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$7.2M
253,909
+130%
增持
QGRW
WISDOMTREE TR
+$4.2M
225,376
+29%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.8M
125,936
+90%
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
DYNF
BLACKROCK ETF TRUST
+$2.6M
89,134
+93%
增持
MOAT
VANECK ETF TRUST
+$2.6M
179,814
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
209,403
+6%
增持
IVV
ISHARES TR
+$1.7M
18,365
+6%
减持
MSFT
MICROSOFT CORP
+$1.6M
13,832
-1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.6M
78,431
+26%
增持
SPYM
SPDR SERIES TRUST
+$1.4M
46,341
+54%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.3M
507,151
+11%
增持
DLN
WISDOMTREE TR
+$1.1M
32,367
+63%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.0M
87,350
+45%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
13,794
+3%
减持
IJR
ISHARES TR
-$984.6K
56,986
-17%
减持
NVDA
NVIDIA CORPORATION
+$980.8K
20,545
-2%
增持
TLH
ISHARES TR
+$917.8K
13,143
+227%
减持
ORCL
ORACLE CORP
+$715.7K
9,293
-1%
建仓
THRO
BLACKROCK ETF TRUST
+$642.5K
18,058
减持
IWF
ISHARES TR
+$633.6K
10,603
-1%
增持
VOO
VANGUARD INDEX FDS
+$590.8K
7,850
+4%
建仓
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$589.2K
26,135
减持
AAPL
APPLE INC
-$574.5K
31,435
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$556.4K
34,867
+40%
减持
NFLX
NETFLIX INC
+$549.1K
1,371
-1%
减持
AMZN
AMAZON COM INC
+$546.7K
21,249
-2%
清仓
UNH
UNITEDHEALTH GROUP INC
-$455.7K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$418.5K
24,164
+40%
减持
JPM
JPMORGAN CHASE & CO.
+$400.0K
12,529
-5%
建仓
FLXR
TCW ETF TRUST
+$399.4K
10,125
增持
SHYG
ISHARES TR
+$382.3K
57,390
+17%
减持
PEP
PEPSICO INC
-$351.9K
4,541
-28%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$347.1K
0
-100%
增持
HYGV
FLEXSHARES TR
+$340.9K
29,642
+37%
减持
MUB
ISHARES TR
-$340.2K
11,414
-21%
清仓
BND
VANGUARD BD INDEX FDS
-$332.9K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$323.3K
22,557
+14%
增持
DGRW
WISDOMTREE TR
+$291.2K
23,966
+12%
减持
ABBV
ABBVIE INC
-$284.4K
9,822
-2%
清仓
XLK
SELECT SECTOR SPDR TR
-$279.2K
0
-100%
建仓
EFV
ISHARES TR
+$278.7K
4,390
减持
LQD
ISHARES TR
-$270.2K
6,386
-28%
减持
MCD
MCDONALDS CORP
-$256.8K
7,175
-5%
减持
TM
TOYOTA MOTOR CORP
-$248.6K
2,037
-40%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$247.8K
12,821
+63%
增持
SCHD
SCHWAB STRATEGIC TR
+$247.0K
17,670
+123%
减持
CVX
CHEVRON CORP NEW
-$245.7K
9,869
-0%
减持
EFA
ISHARES TR
+$224.9K
32,822
-1%
清仓
INDA
ISHARES TR
-$224.6K
0
-100%
减持
AVGO
BROADCOM INC
+$222.2K
2,169
-3%
清仓
WY
WEYERHAEUSER CO MTN BE
-$219.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
+$217.9K
1,441
-2%
减持
ADBE
ADOBE INC
-$217.0K
603
-49%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$209.1K
0
-100%
增持
VOTE
TCW ETF TRUST
+$208.2K
10,233
+25%
减持
EXC
EXELON CORP
-$207.9K
32,913
-7%
减持
AGG
ISHARES TR
-$205.5K
2,955
-41%
减持
CEG
CONSTELLATION ENERGY CORP
+$196.9K
2,145
-13%
增持
GOOGL
ALPHABET INC
+$196.0K
8,561
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$195.6K
2,694
-48%
减持
JNJ
JOHNSON & JOHNSON
-$183.2K
3,785
-18%
减持
BAC
BANK AMERICA CORP
+$178.6K
38,760
-2%
减持
TLT
ISHARES TR
-$178.1K
17,752
-7%
减持
META
META PLATFORMS INC
+$176.0K
2,307
-13%
减持
LLY
ELI LILLY & CO
-$174.1K
3,682
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$165.0K
79,420
-3%
减持
CAH
CARDINAL HEALTH INC
+$162.6K
5,607
-1%
减持
NKE
NIKE INC
-$140.7K
3,836
-41%
减持
CSCO
CISCO SYS INC
+$134.0K
22,516
-3%
增持
IGM
ISHARES TR
+$129.7K
5,372
+3%
减持
VTI
VANGUARD INDEX FDS
+$129.0K
5,832
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$128.4K
2,311
-2%
增持
QUAL
ISHARES TR
+$126.7K
4,648
+10%
减持
COST
COSTCO WHSL CORP NEW
+$123.5K
6,887
-3%
减持
ORI
OLD REP INTL CORP
-$117.6K
25,595
-9%
减持
PG
PROCTER AND GAMBLE CO
-$116.0K
2,004
-22%
减持
PRU
PRUDENTIAL FINL INC
-$110.7K
4,516
-15%
增持
GUNR
FLEXSHARES TR
+$105.8K
52,955
+2%
减持
GILD
GILEAD SCIENCES INC
-$104.5K
11,533
-7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$103.7K
65,967
-12%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$102.8K
8,104
-27%
减持
AFL
AFLAC INC
-$101.6K
7,012
-7%
减持
VO
VANGUARD INDEX FDS
+$96.4K
5,276
-1%
减持
BA
BOEING CO
+$91.0K
3,134
-6%
减持
—
MEDTRONIC PLC
-$90.8K
8,205
-9%
减持
T
AT&T INC
-$85.1K
9,566
-25%
增持
VNQ
VANGUARD INDEX FDS
+$84.6K
23,974
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$82.6K
794
-2%
减持
XHLF
BONDBLOXX ETF TRUST
-$81.9K
4,776
-25%
增持
NUBD
NUSHARES ETF TR
+$80.2K
13,867
+35%
减持
HYEM
VANECK ETF TRUST
-$79.9K
48,499
-8%
减持
FPE
FIRST TR EXCH TRADED FD III
-$76.6K
133,016
-4%
减持
HD
HOME DEPOT INC
-$71.8K
2,817
-7%
增持
IEF
ISHARES TR
+$71.2K
6,007
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$65.6K
6,000
+5%
减持
GOOG
ALPHABET INC
+$62.9K
6,369
-7%
减持
DOV
DOVER CORP
-$58.2K
9,257
-7%
减持
QCOM
QUALCOMM INC
-$54.6K
6,804
-8%
减持
ANGL
VANECK ETF TRUST
-$53.7K
16,038
-12%
减持
ABT
ABBOTT LABS
-$52.8K
10,862
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$50.3K
75,247
-11%
减持
GLDM
WORLD GOLD TR
-$48.2K
7,023
-14%
减持
PNC
PNC FINL SVCS GROUP INC
-$40.7K
2,718
-13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$38.7K
9,834
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$32.1K
5,630
-14%
增持
SHY
ISHARES TR
+$31.9K
3,245
+13%
增持
ESGD
ISHARES TR
+$31.2K
2,818
+5%
减持
MMM
3M CO
-$30.5K
2,304
-11%
减持
VXUS
VANGUARD STAR FDS
-$28.4K
16,825
-12%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$27.0K
2,623
-16%
减持
PFF
ISHARES TR
-$22.6K
44,983
-1%
减持
SMOT
VANECK ETF TRUST
-$19.7K
7,146
-13%
减持
BLK
BLACKROCK INC
+$18.6K
540
-7%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$17.6K
3,270
+1400%
减持
WM
WASTE MGMT INC DEL
-$16.9K
2,164
-2%
减持
V
VISA INC
-$15.5K
5,486
-2%
减持
NEE
NEXTERA ENERGY INC
-$14.5K
3,284
-4%
减持
CRM
SALESFORCE INC
-$13.9K
4,907
-3%
减持
VB
VANGUARD INDEX FDS
+$12.0K
2,290
-4%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$10.0K
4,595
-12%
减持
PFXF
VANECK ETF TRUST
-$9.8K
54,977
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$8.6K
2,023
-2%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$7.2K
13,000
-7%
减持
WMT
WALMART INC
-$5.6K
28,585
-10%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.5K
45,520
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$2.1K
11,351
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.7K
5,111
+1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$1.5K
4,693
-2%
