SITTNER & NELSON, LLC
EUGENE OR · SEC CIK 0001846138
$2.74亿2026Q1 申报市值
569持仓数
37.0%前十大占比 · 第一大 14.3%
42 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGCB 加仓+$168.02万
TMSL 加仓+$151.12万
PYLD 加仓+$118.64万
AZN 新建仓+$105.75万
WINN 加仓+$96.28万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$343.18万
BRK/A 减仓-$143.63万
MINT 减仓-$89.72万
TSLA 减仓-$31.60万
SBUX 减仓-$22.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CBT | CABOT CORP | $6.50万 | 0.02% | 863 | 863 | — | $6.50万 | 新建仓 |
| MRCY | MERCURY SYS INC | $6.69万 | 0.02% | 918 | 918 | — | $6.69万 | 新建仓 |
| MET | METLIFE INC | $6.79万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $6.99万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $7.03万 | 0.03% | 371 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $7.12万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7.13万 | 0.03% | 433 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $7.19万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.26万 | 0.03% | 1,021 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $7.27万 | 0.03% | 1,973 | 1,973 | — | $7.27万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $7.32万 | 0.03% | 2,541 | 2,541 | — | $7.32万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $7.34万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $7.35万 | 0.03% | 1,620 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $7.37万 | 0.03% | 389 | 389 | — | $7.37万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $7.44万 | 0.03% | 5,207 | 5,207 | — | $7.44万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $7.45万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.58万 | 0.03% | 1,213 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $7.60万 | 0.03% | 689 | 689 | — | $7.60万 | 新建仓 |
| ITT | ITT INC | $7.62万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.72万 | 0.03% | 528 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $7.73万 | 0.03% | 4,025 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $7.74万 | 0.03% | 155 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7.79万 | 0.03% | 3,273 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.86万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $7.90万 | 0.03% | 296 | -25 | -7.8% | -$6,674 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $7.92万 | 0.03% | 276 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $8.00万 | 0.03% | 639 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $8.25万 | 0.03% | 349 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $8.27万 | 0.03% | 431 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8.33万 | 0.03% | 423 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $8.38万 | 0.03% | 488 | 488 | — | $8.38万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $8.38万 | 0.03% | 2,662 | 2,662 | — | $8.38万 | 新建仓 |
| CRWV | COREWEAVE INC | $8.52万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8.65万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.69万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $8.91万 | 0.03% | 327 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $9.15万 | 0.03% | 3,162 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $9.17万 | 0.03% | 2,723 | 2,723 | — | $9.17万 | 新建仓 |
| ADBE | ADOBE INC | $9.31万 | 0.03% | 383 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $9.33万 | 0.03% | 1,238 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $9.33万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $9.36万 | 0.03% | 1,449 | 1,449 | — | $9.36万 | 新建仓 |
| XYL | XYLEM INC | $9.56万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $9.62万 | 0.04% | 1,878 | 1,878 | — | $9.62万 | 新建仓 |
| SNY | SANOFI SA | $9.64万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.65万 | 0.04% | 420 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $9.67万 | 0.04% | 2,322 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $10.00万 | 0.04% | 2,175 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $10.25万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $10.41万 | 0.04% | 794 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $10.42万 | 0.04% | 1,603 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $10.44万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $10.45万 | 0.04% | 1,209 | 1,209 | — | $10.45万 | 新建仓 |
| IRM | IRON MTN INC DEL | $10.48万 | 0.04% | 1,026 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $10.84万 | 0.04% | 1,056 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $10.85万 | 0.04% | 1,125 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $10.89万 | 0.04% | 2,991 | 2,991 | — | $10.89万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $11.30万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $11.68万 | 0.04% | 446 | 339 | 316.8% | $8.88万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $11.88万 | 0.04% | 251 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $12.26万 | 0.04% | 1,707 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $12.51万 | 0.05% | 1,067 | 1,067 | — | $12.51万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $12.66万 | 0.05% | 619 | 619 | — | $12.66万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $12.70万 | 0.05% | 625 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $12.82万 | 0.05% | 824 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $12.97万 | 0.05% | 2,098 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $13.11万 | 0.05% | 241 | 241 | — | $13.11万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $13.21万 | 0.05% | 194 | 1 | 0.5% | $681 | 加仓 |
| CAE | CAE INC | $13.24万 | 0.05% | 5,081 | 4,581 | 916.2% | $11.93万 | 加仓 |
| RBC | RBC BEARINGS INC | $13.25万 | 0.05% | 244 | 244 | — | $13.25万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $13.42万 | 0.05% | 416 | 416 | — | $13.42万 | 新建仓 |
| BP | BP PLC | $13.54万 | 0.05% | 2,880 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $13.56万 | 0.05% | 788 | 6 | 0.8% | $1,032 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $13.90万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $13.95万 | 0.05% | 1,874 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $14.03万 | 0.05% | 3,463 | 3,463 | — | $14.03万 | 新建仓 |
| WWD | WOODWARD INC | $14.28万 | 0.05% | 399 | 399 | — | $14.28万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $14.28万 | 0.05% | 2,229 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $14.36万 | 0.05% | 769 | -22 | -2.8% | -$4,108 | 减仓 |
| C | CITIGROUP INC | $14.40万 | 0.05% | 1,270 | -341 | -21.2% | -$3.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $14.46万 | 0.05% | 331 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $14.57万 | 0.05% | 2,760 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $15.25万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $15.27万 | 0.06% | 641 | 641 | — | $15.27万 | 新建仓 |
| AVGO | BROADCOM INC | $15.34万 | 0.06% | 496 | 1 | 0.2% | $309 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $15.57万 | 0.06% | 4,459 | -3,136 | -41.3% | -$10.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.73万 | 0.06% | 581 | -40 | -6.4% | -$1.08万 | 减仓 |
| GLW | CORNING INC | $15.83万 | 0.06% | 1,164 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $16.52万 | 0.06% | 576 | 576 | — | $16.52万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $16.83万 | 0.06% | 2,989 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $16.89万 | 0.06% | 2,964 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $16.95万 | 0.06% | 394 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $16.96万 | 0.06% | 10,218 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $17.13万 | 0.06% | 3,250 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $17.16万 | 0.06% | 1,756 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $17.18万 | 0.06% | 4,409 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $17.37万 | 0.06% | 1,464 | 0 | 0.0% | — | 不变 |
| DKL | DELEK LOGISTICS PARTNERS LP | $17.42万 | 0.06% | 3,500 | 1,000 | 40.0% | $4.98万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $17.92万 | 0.07% | 3,698 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $18.56万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |