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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 128 项
建仓 4
增持 35
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$8.1M
414,927
+63%
增持
QGRW
WISDOMTREE TR
+$2.6M
251,764
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$2.6M
125,687
+41%
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
FLXR
TCW ETF TRUST
+$2.4M
69,657
+588%
增持
MOAT
VANECK ETF TRUST
+$1.9M
189,235
+5%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$1.8M
76,042
增持
SPYM
SPDR SERIES TRUST
+$1.6M
63,745
+38%
减持
AAPL
APPLE INC
+$1.4M
30,933
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
222,561
+6%
增持
IVV
ISHARES TR
+$1.2M
18,898
+3%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.2M
548,790
+8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.2M
36,319
+183%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
148,816
+18%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.1M
90,021
+15%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.0M
108,233
+24%
增持
DLN
WISDOMTREE TR
+$953.9K
41,509
+28%
增持
VYM
VANGUARD WHITEHALL FDS
+$923.3K
12,225
+104%
增持
TLH
ISHARES TR
+$879.9K
21,509
+64%
增持
SPY
SPDR S&P 500 ETF TR
+$713.3K
13,864
+1%
减持
COST
COSTCO WHSL CORP NEW
-$697.5K
6,612
-4%
增持
DGRW
WISDOMTREE TR
+$621.1K
29,542
+23%
增持
GOOGL
ALPHABET INC
+$576.9K
8,579
+0%
减持
ORCL
ORACLE CORP
+$481.4K
8,936
-4%
减持
ABBV
ABBVIE INC
+$432.3K
9,741
-1%
减持
CRM
SALESFORCE INC
-$423.0K
3,861
-21%
减持
IWF
ISHARES TR
+$410.5K
10,487
-1%
减持
GOOG
ALPHABET INC
+$406.3K
6,307
-1%
减持
DOV
DOVER CORP
-$356.5K
8,030
-13%
增持
EFV
ISHARES TR
+$355.2K
9,345
+113%
清仓
INTU
INTUIT
-$325.3K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$317.0K
7,799
-1%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$311.8K
38,887
+49%
减持
NFLX
NETFLIX INC
-$308.5K
1,274
-7%
增持
THRO
BLACKROCK ETF TRUST
+$302.7K
24,967
+38%
减持
IJR
ISHARES TR
-$293.8K
49,938
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$293.6K
1,649
-29%
清仓
PSA
PUBLIC STORAGE OPER CO
-$293.4K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$292.6K
76,731
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$283.1K
23,491
+4%
增持
QUAL
ISHARES TR
+$278.9K
5,803
+25%
减持
V
VISA INC
-$276.7K
4,895
-11%
增持
IEF
ISHARES TR
+$273.4K
8,798
+46%
清仓
NKE
NIKE INC
-$272.5K
0
-100%
减持
MSFT
MICROSOFT CORP
-$271.1K
12,760
-8%
建仓
IVW
ISHARES TR
+$270.7K
2,242
减持
BA
BOEING CO
-$259.1K
1,842
-41%
建仓
RAAX
VANECK ETF TRUST
+$257.2K
7,464
减持
JPM
JPMORGAN CHASE & CO.
+$249.4K
12,306
-2%
减持
NVDA
NVIDIA CORPORATION
+$243.7K
18,703
-9%
清仓
XHLF
BONDBLOXX ETF TRUST
-$240.4K
0
-100%
清仓
ADBE
ADOBE INC
-$233.3K
0
-100%
增持
SHYG
ISHARES TR
+$224.7K
62,366
+9%
减持
MCD
MCDONALDS CORP
-$221.3K
6,170
-14%
清仓
BSV
VANGUARD BD INDEX FDS
-$212.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$200.3K
580
减持
CSCO
CISCO SYS INC
-$196.5K
19,960
-11%
减持
—
MEDTRONIC PLC
-$192.2K
5,492
-33%
增持
FMB
FIRST TR EXCH TRADED FD III
+$167.5K
81,342
+2%
减持
BAC
BANK AMERICA CORP
+$150.8K
38,474
-1%
增持
VOTE
TCW ETF TRUST
+$141.5K
11,288
+10%
减持
ABT
ABBOTT LABS
-$141.0K
9,977
-8%
减持
LLY
ELI LILLY & CO
-$125.7K
3,597
-2%
减持
VNQ
VANGUARD INDEX FDS
-$121.5K
22,026
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$112.2K
5,484
-3%
减持
QCOM
QUALCOMM INC
-$112.2K
5,839
-14%
减持
GUNR
FLEXSHARES TR
-$110.0K
46,003
-13%
减持
VO
VANGUARD INDEX FDS
-$109.9K
4,652
-12%
减持
AVGO
BROADCOM INC
+$109.4K
2,144
-1%
减持
TM
TOYOTA MOTOR CORP
-$107.6K
1,273
-38%
减持
EFA
ISHARES TR
+$104.5K
32,542
-1%
减持
CVX
CHEVRON CORP NEW
+$96.8K
9,723
-1%
减持
IGM
ISHARES TR
-$96.5K
4,025
-25%
减持
PRU
PRUDENTIAL FINL INC
-$96.3K
3,749
-17%
减持
EXC
EXELON CORP
-$93.9K
29,664
-10%
减持
AMZN
AMAZON COM INC
-$91.9K
20,813
-2%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$81.0K
56,309
-15%
减持
HYEM
VANECK ETF TRUST
-$80.4K
43,931
-9%
减持
LQD
ISHARES TR
-$69.9K
5,652
-11%
减持
MMM
3M CO
-$68.8K
1,817
-21%
减持
ORI
OLD REP INTL CORP
+$68.8K
24,786
-3%
减持
VB
VANGUARD INDEX FDS
-$68.2K
1,866
-19%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$64.8K
23,979
-1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$62.9K
3,969
-15%
减持
CAH
CARDINAL HEALTH INC
-$62.4K
5,604
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$62.1K
1,914
-5%
减持
VTI
VANGUARD INDEX FDS
+$59.7K
5,583
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.3K
786
-1%
减持
TXN
TEXAS INSTRS INC
-$59.2K
1,246
-10%
增持
HYGV
FLEXSHARES TR
+$59.2K
30,957
+4%
减持
AGG
ISHARES TR
-$59.1K
2,335
-21%
减持
SRE
SEMPRA
+$49.2K
4,472
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$48.8K
1,342
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$41.1K
4,296
-16%
减持
T
AT&T INC
-$36.4K
8,513
-11%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$36.3K
3,733
-19%
增持
ESGD
ISHARES TR
+$35.1K
3,082
+9%
减持
WMT
WALMART INC
+$32.9K
27,440
-4%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$31.3K
44,393
-2%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$29.0K
7,646
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$28.7K
35,217
+1%
减持
LOW
LOWES COS INC
+$28.7K
1,238
-3%
减持
JNJ
JOHNSON & JOHNSON
-$28.4K
2,965
-22%
减持
MUB
ISHARES TR
-$24.7K
10,967
-4%
减持
VXUS
VANGUARD STAR FDS
-$23.4K
15,506
-8%
减持
PG
PROCTER AND GAMBLE CO
-$23.2K
1,927
-4%
减持
—
EXXON MOBIL CORP
+$20.9K
5,560
-1%
减持
TLT
ISHARES TR
-$20.1K
17,305
-3%
减持
AFL
AFLAC INC
+$19.5K
6,795
-3%
减持
GILD
GILEAD SCIENCES INC
-$17.6K
11,361
-1%
增持
SBUX
STARBUCKS CORP
-$16.6K
2,602
+1%
减持
HD
HOME DEPOT INC
+$16.6K
2,590
-8%
减持
PFXF
VANECK ETF TRUST
+$14.9K
53,805
-2%
减持
SMOT
VANECK ETF TRUST
-$12.0K
6,560
-8%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$11.2K
10,782
-5%
减持
CEG
CONSTELLATION ENERGY CORP
-$11.1K
2,070
-3%
减持
NEE
NEXTERA ENERGY INC
+$11.0K
3,166
-4%
增持
NUBD
NUSHARES ETF TR
+$10.7K
14,223
+3%
减持
PEP
PEPSICO INC
+$9.8K
4,339
-4%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$8.9K
2,382
-9%
减持
PNC
PNC FINL SVCS GROUP INC
+$8.3K
2,563
-6%
增持
META
META PLATFORMS INC
-$5.6K
2,311
+0%
减持
PFF
ISHARES TR
+$4.6K
43,790
-3%
减持
FPE
FIRST TR EXCH TRADED FD III
+$4.1K
130,030
-2%
减持
GLDM
WORLD GOLD TR
-$3.1K
5,978
-15%
减持
ANGL
VANECK ETF TRUST
-$3.1K
15,691
-2%
减持
BLK
BLACKROCK INC
+$2.4K
488
-10%
减持
VUG
VANGUARD INDEX FDS
-$356
619
-9%
减持
SCHD
SCHWAB STRATEGIC TR
-$156
17,146
-3%
