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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 122 项
建仓 4
增持 42
减持 73
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
QGRW
WISDOMTREE TR
+$2.3M
285,340
+13%
增持
QUAL
ISHARES TR
+$1.5M
13,009
+124%
增持
FLXR
TCW ETF TRUST
+$1.3M
103,037
+48%
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。
建仓
WTV
WISDOMTREE TR
+$1.2M
12,762
减持
LLY
ELI LILLY & CO
+$1.1M
3,559
-1%
增持
MOAT
VANECK ETF TRUST
+$1.1M
191,301
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
230,112
+3%
增持
DYNF
BLACKROCK ETF TRUST
+$1.0M
139,427
+11%
增持
SPYM
SPDR SERIES TRUST
+$1.0M
74,953
+18%
增持
IEF
ISHARES TR
+$977.7K
18,993
+116%
增持
VYM
VANGUARD WHITEHALL FDS
+$905.7K
18,317
+50%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$889.9K
54,839
+51%
减持
ORCL
ORACLE CORP
-$884.7K
8,355
-7%
增持
FNDE
SCHWAB STRATEGIC TR
+$843.6K
131,928
+22%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$712.9K
97,931
+9%
增持
GOOGL
ALPHABET INC
+$686.1K
8,855
+3%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$670.6K
21,673
增持
DLN
WISDOMTREE TR
+$670.1K
48,622
+17%
增持
EFV
ISHARES TR
+$617.0K
17,517
+87%
减持
MSFT
MICROSOFT CORP
-$574.9K
12,477
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$484.9K
14,255
+3%
增持
USFR
WISDOMTREE TR
+$391.3K
422,290
+2%
增持
IVV
ISHARES TR
+$387.3K
19,032
+1%
减持
MUB
ISHARES TR
-$370.1K
7,448
-32%
增持
NFLX
NETFLIX INC
-$366.4K
12,383
+872%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$360.1K
563,499
+3%
减持
AAPL
APPLE INC
+$347.6K
30,251
-2%
减持
GOOG
ALPHABET INC
+$290.9K
5,822
-8%
清仓
IVW
ISHARES TR
-$270.7K
0
-100%
减持
META
META PLATFORMS INC
-$267.4K
2,166
-6%
增持
AVUV
AMERICAN CENTY ETF TR
+$257.1K
25,448
+8%
清仓
AGG
ISHARES TR
-$234.1K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$220.1K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$215.1K
20,325
-8%
建仓
ESGE
ISHARES INC
+$214.0K
4,844
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$208.3K
9,200
减持
TLT
ISHARES TR
-$203.2K
15,413
-11%
减持
HD
HOME DEPOT INC
-$198.2K
2,474
-4%
增持
VOO
VANGUARD INDEX FDS
+$198.1K
7,931
+2%
减持
WMT
WALMART INC
+$197.0K
27,152
-1%
减持
LQD
ISHARES TR
-$194.0K
3,957
-30%
减持
DOV
DOVER CORP
+$190.3K
7,836
-2%
减持
IJR
ISHARES TR
-$181.6K
47,866
-4%
减持
NVDA
NVIDIA CORPORATION
-$169.3K
17,803
-5%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$162.3K
46,563
+20%
减持
ABT
ABBOTT LABS
-$159.2K
9,395
-6%
减持
HYEM
VANECK ETF TRUST
-$157.3K
36,377
-17%
减持
—
MEDTRONIC PLC
-$155.4K
3,827
-30%
减持
PFF
ISHARES TR
-$151.2K
39,839
-9%
减持
BLK
BLACKROCK INC
-$148.3K
393
-19%
减持
AMZN
AMAZON COM INC
+$142.7K
20,417
-2%
减持
CSCO
CISCO SYS INC
+$138.1K
19,522
-2%
减持
ANGL
VANECK ETF TRUST
-$135.0K
11,289
-28%
增持
FMB
FIRST TR EXCH TRADED FD III
+$134.0K
83,274
+2%
增持
SHYG
ISHARES TR
+$114.0K
65,652
+5%
减持
EXC
EXELON CORP
-$105.1K
28,219
-5%
减持
GUNR
FLEXSHARES TR
-$103.2K
41,676
-9%
减持
IWB
ISHARES TR
-$102.5K
940
-24%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$99.3K
2,776
-15%
减持
MCD
MCDONALDS CORP
-$95.3K
5,823
-6%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$92.1K
6,343
-17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$91.0K
1,830
-4%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$90.6K
50,048
-11%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$88.9K
3,250
-18%
增持
EFA
ISHARES TR
+$87.8K
32,555
+0%
减持
—
EXXON MOBIL CORP
-$84.4K
4,508
-19%
增持
VOTE
TCW ETF TRUST
+$79.8K
12,038
+7%
减持
ABBV
ABBVIE INC
-$77.7K
9,531
-2%
减持
CAH
CARDINAL HEALTH INC
+$71.7K
4,629
-17%
减持
CVX
CHEVRON CORP NEW
-$66.8K
9,468
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$62.6K
766
-3%
增持
THRO
BLACKROCK ETF TRUST
+$62.4K
26,133
+5%
减持
ORI
OLD REP INTL CORP
+$62.2K
24,428
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$57.1K
5,031
-8%
减持
GS
GOLDMAN SACHS GROUP INC
+$56.4K
1,280
-5%
增持
TLH
ISHARES TR
+$53.8K
22,317
+4%
减持
VB
VANGUARD INDEX FDS
-$52.2K
1,637
-12%
减持
CEG
CONSTELLATION ENERGY CORP
-$51.6K
1,782
-14%
减持
JNJ
JOHNSON & JOHNSON
+$51.2K
2,904
-2%
减持
VXUS
VANGUARD STAR FDS
-$37.3K
14,605
-6%
减持
T
AT&T INC
-$37.2K
8,180
-4%
增持
SCHE
SCHWAB STRATEGIC TR
-$34.2K
77,139
+1%
减持
HYGV
FLEXSHARES TR
-$32.7K
30,508
-1%
减持
RAAX
VANECK ETF TRUST
-$31.4K
6,464
-13%
减持
CRM
SALESFORCE INC
-$30.5K
3,339
-14%
减持
NUBD
NUSHARES ETF TR
-$27.6K
13,050
-8%
增持
ESGD
ISHARES TR
+$27.5K
3,303
+7%
减持
AFL
AFLAC INC
-$25.6K
6,651
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$24.7K
11,970
-3%
减持
IWF
ISHARES TR
+$24.4K
10,431
-1%
减持
MMM
3M CO
-$23.6K
1,614
-11%
减持
NEE
NEXTERA ENERGY INC
-$18.2K
2,751
-13%
减持
VO
VANGUARD INDEX FDS
-$17.8K
4,647
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$17.4K
16,430
-4%
减持
QCOM
QUALCOMM INC
+$17.3K
5,780
-1%
减持
DGRW
WISDOMTREE TR
-$16.4K
29,203
-1%
减持
SRE
SEMPRA
-$16.4K
4,372
-2%
减持
V
VISA INC
-$16.1K
4,719
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$15.2K
35,397
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$13.5K
10,393
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.7K
1,624
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.6K
645
+11%
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$12.0K
75,823
-0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$11.8K
44,830
+1%
减持
WM
WASTE MGMT INC DEL
-$11.0K
2,125
-2%
减持
TM
TOYOTA MOTOR CORP
+$10.2K
1,184
-7%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$10.2K
2,255
-5%
减持
PNC
PNC FINL SVCS GROUP INC
+$10.0K
2,515
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$9.1K
23,888
-0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
-$8.7K
149,014
+0%
减持
BAC
BANK AMERICA CORP
-$8.4K
35,936
-7%
减持
SHY
ISHARES TR
-$7.7K
3,157
-3%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$6.9K
14,000
+8%
减持
VTI
VANGUARD INDEX FDS
-$6.3K
5,446
-2%
减持
PRU
PRUDENTIAL FINL INC
+$3.5K
3,477
-7%
增持
PFXF
VANECK ETF TRUST
+$2.4K
54,276
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.2K
130,238
+0%
增持
SMOT
VANECK ETF TRUST
+$932
6,564
+0%
增持
BILS
SPDR SERIES TRUST
+$882
2,039
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$797
9,896
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$415
4,316
+0%
减持
PEP
PEPSICO INC
+$160
4,247
-2%
