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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 123 项
建仓 8
增持 48
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$3.1M
361,062
-14%
增持
FLXR
TCW ETF TRUST
+$1.8M
149,515
+45%
增持
MSFT
MICROSOFT CORP
-$1.4M
12,554
+1%
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
QUAL
ISHARES TR
+$1.1M
19,136
+47%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
24,590
+34%
增持
QGRW
WISDOMTREE TR
-$989.9K
294,796
+3%
建仓
LDOS
LEIDOS HOLDINGS INC
+$989.9K
6,365
增持
MOAT
VANECK ETF TRUST
-$822.7K
196,364
+3%
增持
DLN
WISDOMTREE TR
+$757.0K
56,416
+16%
减持
LLY
ELI LILLY & CO
-$672.7K
3,427
-4%
减持
IWF
ISHARES TR
-$660.9K
10,028
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$603.1K
233,742
+2%
减持
AAPL
APPLE INC
-$582.9K
30,108
-0%
减持
VOO
VANGUARD INDEX FDS
-$558.9K
7,388
-7%
增持
EFV
ISHARES TR
+$536.3K
24,038
+37%
增持
FNDE
SCHWAB STRATEGIC TR
+$482.7K
136,959
+4%
减持
AMZN
AMAZON COM INC
-$479.4K
20,326
-0%
减持
ORCL
ORACLE CORP
-$469.0K
7,882
-6%
减持
CRM
SALESFORCE INC
-$447.5K
2,341
-30%
减持
JPM
JPMORGAN CHASE & CO
-$433.3K
11,639
-3%
减持
CVX
CHEVRON CORPORATION
+$429.2K
9,049
-4%
建仓
SAIC
SCIENCE APPLICATIONS INTL CO
+$349.4K
3,681
增持
IEF
ISHARES TR
+$345.0K
22,751
+20%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$335.1K
14,432
+1%
减持
WMT
WALMART INC
+$314.5K
26,871
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$314.3K
24,933
+52%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$312.9K
4,857
-3%
建仓
IVW
ISHARES TR
+$298.6K
2,640
建仓
QQQ
INVESCO QQQ TR
+$296.1K
513
减持
SMA
SMARTSTOP SELF STORAG REIT I
-$287.7K
12,643
-42%
减持
PNC
PNC FINL SVCS GROUP INC
-$280.4K
1,175
-53%
减持
QCOM
QUALCOMM INC
-$276.3K
5,532
-4%
减持
BAC
BANK AMERICA CORP
-$276.0K
34,882
-3%
减持
ABT
ABBOTT LABORATORIES
-$274.0K
8,796
-6%
减持
GUNR
FLEXSHARES TR
+$272.1K
39,574
-5%
减持
V
VISA INC
-$269.5K
4,584
-3%
清仓
MMM
3M CO
-$258.4K
0
-100%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$255.0K
89,146
+18%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$243.0K
60,929
+11%
减持
GS
GOLDMAN SACHS GROUP INC
-$238.5K
1,048
-18%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$238.5K
99,968
+2%
清仓
SMOT
VANECK ETF TRUST
-$237.6K
0
-100%
建仓
ESGU
ISHARES TR
+$226.8K
1,604
减持
GOOGL
ALPHABET INC
-$226.1K
8,852
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$219.5K
25,479
+0%
减持
HYEM
VANECK ETF TRUST
-$218.6K
25,592
-30%
减持
CAH
CARDINAL HEALTH INC
-$215.1K
3,484
-25%
清仓
UNH
UNITEDHEALTH GROUP INC
-$212.9K
0
-100%
建仓
KO
COCA COLA CO
+$209.7K
2,758
建仓
IDV
ISHARES TR
+$205.5K
4,828
清仓
T
AT&T INC
-$203.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$202.7K
17,876
+0%
建仓
ESML
ISHARES TR
+$201.3K
4,282
减持
IJR
ISHARES TR
-$193.8K
44,717
-7%
减持
TLH
ISHARES TR
-$179.5K
20,745
-7%
减持
PRU
PRUDENTIAL FINL INC
-$174.2K
2,234
-36%
增持
META
META PLATFORMS INC
-$173.9K
2,195
+1%
减持
TLT
ISHARES TR
-$158.4K
13,669
-11%
增持
GOOG
ALPHABET INC
-$154.0K
5,832
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$148.5K
2,974
-53%
减持
CEG
CONSTELLATION ENERGY CORP
-$143.6K
1,740
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$138.1K
1,637
-11%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$136.7K
567,078
+1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$133.9K
86,698
+4%
减持
MCK
MCKESSON CORP
-$128.8K
474
-28%
减持
FPE
FIRST TR EXCH TRADED FD III
-$118.5K
127,010
-2%
增持
DGRW
WISDOMTREE TR
+$109.6K
30,979
+6%
减持
ABBV
ABBVIE INC
-$108.3K
9,515
-0%
增持
NUBD
NUSHARES ETF TR
+$96.2K
17,468
+34%
减持
—
EXXON MOBIL CORP
+$91.7K
3,738
-17%
增持
WTV
WISDOMTREE TR
+$90.3K
13,523
+6%
减持
DOV
DOVER CORP
-$87.0K
6,922
-12%
减持
VNQ
VANGUARD INDEX FDS
-$86.9K
19,297
-5%
减持
AVGO
BROADCOM INC
-$83.7K
2,127
-1%
增持
SPYM
SPDR SERIES TRUST
+$83.0K
79,641
+6%
减持
COST
COSTCO WHOLESALE CORPORATION
-$82.9K
5,639
-15%
增持
VOTE
TCW ETF TRUST
+$82.1K
13,733
+14%
减持
EXC
EXELON CORP
-$78.1K
23,499
-17%
增持
IVV
ISHARES TR
-$75.4K
19,841
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$75.1K
151,356
+2%
增持
DYNF
BLACKROCK ETF TRUST
-$68.1K
144,560
+4%
减持
—
MEDTRONIC PLC
-$67.9K
3,459
-10%
减持
HD
HOME DEPOT INC
-$67.2K
2,384
-4%
增持
RAAX
VANECK ETF TRUST
+$64.7K
7,135
+10%
增持
ESGD
ISHARES TR
+$61.9K
3,932
+19%
减持
VO
VANGUARD INDEX FDS
-$56.9K
4,498
-3%
增持
SCHE
SCHWAB STRATEGIC TR
+$55.0K
78,339
+2%
增持
NEE
NEXTERA ENERGY INC
+$54.3K
2,962
+8%
减持
ANGL
VANECK ETF TRUST
-$46.9K
9,910
-12%
减持
JNJ
JOHNSON & JOHNSON
+$44.3K
2,640
-9%
减持
PFF
ISHARES TR
-$41.4K
39,313
-1%
减持
GILD
GILEAD SCIENCES INC
+$38.1K
10,279
-10%
减持
BA
BOEING CO
-$37.5K
1,821
-1%
增持
EFA
ISHARES TR
+$37.5K
32,572
+0%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$37.1K
2,809
-14%
减持
HYGV
FLEXSHARES TR
-$36.9K
30,101
-1%
增持
VTI
VANGUARD INDEX FDS
-$32.9K
5,589
+3%
减持
AFL
AFLAC INC
-$30.6K
6,406
-4%
增持
VUG
VANGUARD INDEX FDS
-$29.9K
623
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$29.0K
45,704
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$26.5K
25,484
+7%
增持
PG
PROCTER & GAMBLE CO
+$26.0K
2,092
+9%
减持
PEP
PEPSICO INC
+$23.0K
4,073
-4%
增持
THRO
BLACKROCK ETF TRUST
-$22.9K
27,188
+4%
减持
LQD
ISHARES TR
-$20.3K
3,814
-4%
减持
VB
VANGUARD INDEX FDS
-$18.4K
1,542
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$18.3K
36,070
+2%
减持
MUB
ISHARES TR
-$13.7K
7,386
-1%
减持
CSCO
CISCO SYS INC
-$11.8K
19,229
-2%
减持
MCD
MCDONALDS CORP
-$11.3K
5,690
-2%
减持
GLDM
WORLD GOLD TR
+$10.5K
5,619
-6%
减持
WM
WASTE MGMT INC DEL
+$10.4K
2,077
-2%
减持
LOW
LOWES COS INC
-$9.6K
1,223
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.3K
9,671
-2%
减持
NFLX
NETFLIX INC.
-$7.9K
11,993
-3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$5.6K
10,312
-1%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$4.8K
47,304
+2%
增持
SHYG
ISHARES TR
+$4.3K
66,622
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$4.2K
14,500
+4%
增持
PFXF
VANECK ETF TRUST
-$3.5K
54,449
+0%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
+$1.6K
3,594
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0K
4,335
+0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$591
9,350
+2%
