SITTNER & NELSON, LLC
EUGENE OR · SEC CIK 0001846138
$3.18亿2026Q2 申报市值
614持仓数
37.5%前十大占比 · 第一大 14.0%
81 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMSL 加仓+$651.88万
PYLD 加仓+$132.53万
CGCP 加仓+$128.93万
CGCB 加仓+$121.18万
CGUS 加仓+$118.99万
2026Q2 卖出最多 按季末市值估算
SMMU 减仓-$118.00万
MINT 减仓-$74.27万
MU 减仓-$42.48万
COST 减仓-$34.52万
GOOGL 减仓-$26.34万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IXC | ISHARES TR | $9,483 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $9,512 | 0.00% | 142 | 9 | 6.8% | $603 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $9,616 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $9,633 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $9,800 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $9,810 | 0.00% | 137 | 19 | 16.1% | $1,361 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $9,819 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1.01万 | 0.00% | 279 | 235 | 534.1% | $8,491 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.02万 | 0.00% | 185 | 185 | — | $1.02万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.02万 | 0.00% | 200 | 200 | — | $1.02万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $1.09万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $1.11万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | HORIZON FDS | $1.12万 | 0.00% | 366 | 366 | — | $1.12万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.12万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.12万 | 0.00% | 150 | -15 | -9.1% | -$1,118 | 减仓 |
| MLKN | MILLERKNOLL INC | $1.13万 | 0.00% | 551 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.13万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.13万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1.14万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.15万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1.16万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.17万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $1.22万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1.23万 | 0.00% | 240 | 240 | — | $1.23万 | 新建仓 |
| DIVN | HORIZON FDS | $1.25万 | 0.00% | 425 | 425 | — | $1.25万 | 新建仓 |
| NET | CLOUDFLARE INC | $1.25万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.27万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.29万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.30万 | 0.00% | 17 | -75 | -81.5% | -$5.72万 | 减仓 |
| NOW | SERVICENOW INC | $1.31万 | 0.00% | 132 | 7 | 5.6% | $695 | 加仓 |
| PEN | PENUMBRA INC | $1.33万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $1.33万 | 0.00% | 1,000 | 1,000 | — | $1.33万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1.33万 | 0.00% | 61 | 53 | 662.5% | $1.16万 | 加仓 |
| HON | HONEYWELL INTL INC | $1.37万 | 0.00% | 61 | -88 | -59.1% | -$1.97万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.38万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $1.40万 | 0.00% | 75 | 75 | — | $1.40万 | 新建仓 |
| BAX | BAXTER INTL INC | $1.43万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.43万 | 0.00% | 239 | 239 | — | $1.43万 | 新建仓 |
| IWM | ISHARES TR | $1.44万 | 0.00% | 48 | 48 | — | $1.44万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $1.47万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $1.47万 | 0.00% | 540 | 540 | — | $1.47万 | 新建仓 |
| PNR | PENTAIR PLC | $1.50万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.52万 | 0.00% | 80 | 3 | 3.9% | $571 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1.54万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.55万 | 0.00% | 168 | -10 | -5.6% | -$923 | 减仓 |
| ABNB | AIRBNB INC | $1.56万 | 0.00% | 109 | -100 | -47.8% | -$1.43万 | 减仓 |
| TJX | TJX COS INC NEW | $1.59万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.59万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $1.62万 | 0.01% | 612 | 612 | — | $1.62万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.63万 | 0.01% | 276 | 276 | — | $1.63万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $1.64万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.66万 | 0.01% | 75 | 75 | — | $1.66万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.66万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.71万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.73万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1.74万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.74万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.75万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.75万 | 0.01% | 527 | 205 | 63.7% | $6,825 | 加仓 |
| HSY | HERSHEY CO | $1.75万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1.78万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $1.85万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.88万 | 0.01% | 145 | 5 | 3.6% | $649 | 加仓 |
| NEM | NEWMONT CORP | $1.93万 | 0.01% | 207 | 7 | 3.5% | $654 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1.96万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $1.99万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.99万 | 0.01% | 268 | 9 | 3.5% | $669 | 加仓 |
| RKLB | ROCKET LAB CORP | $2.03万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $2.04万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.05万 | 0.01% | 172 | 172 | — | $2.05万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $2.05万 | 0.01% | 263 | 263 | — | $2.05万 | 新建仓 |
| IJJ | ISHARES TR | $2.05万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.08万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $2.14万 | 0.01% | 700 | -2,462 | -77.9% | -$7.52万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $2.16万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.21万 | 0.01% | 89 | 2 | 2.3% | $497 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $2.23万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.23万 | 0.01% | 310 | -42 | -11.9% | -$3,018 | 减仓 |
| IWN | ISHARES TR | $2.23万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2.25万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.29万 | 0.01% | 877 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2.30万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $2.31万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2.35万 | 0.01% | 450 | 300 | 200.0% | $1.57万 | 加仓 |
| FSLR | FIRST SOLAR INC | $2.36万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.37万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.37万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.41万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2.42万 | 0.01% | 1,141 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $2.50万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2.51万 | 0.01% | 116 | 6 | 5.5% | $1,296 | 加仓 |
| ENB | ENBRIDGE INC | $2.51万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $2.52万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $2.54万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP EQUITY ETF TR | $2.58万 | 0.01% | 900 | 900 | — | $2.58万 | 新建仓 |
| R | RYDER SYS INC | $2.64万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.65万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2.66万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.66万 | 0.01% | 196 | -383 | -66.1% | -$5.20万 | 减仓 |