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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $2.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $2.69万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $2.76万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.81万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $2.84万 | 0.01% | 749 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.90万 | 0.01% | 104 | 4 | 4.0% | $1,114 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $2.90万 | 0.01% | 938 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2.99万 | 0.01% | 539 | 15 | 2.9% | $833 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3.01万 | 0.01% | 479 | 79 | 19.8% | $4,968 | 加仓 |
| B | BARRICK MNG CORP | $3.06万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $3.16万 | 0.01% | 1,115 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $3.18万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $3.32万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $3.33万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $3.34万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $3.35万 | 0.01% | 1,211 | 1,205 | 20,083.3% | $3.34万 | 加仓 |
| IEMG | ISHARES INC | $3.36万 | 0.01% | 406 | 92 | 29.3% | $7,621 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.43万 | 0.01% | 175 | 175 | — | $3.43万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.43万 | 0.01% | 118 | 6 | 5.4% | $1,744 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3.56万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $3.57万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.61万 | 0.01% | 564 | 169 | 42.8% | $1.08万 | 加仓 |
| IYJ | ISHARES TR | $3.67万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.69万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.72万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $3.72万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3.78万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $3.82万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3.84万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.88万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $3.91万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $4.02万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $4.12万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.35万 | 0.01% | 61 | 5 | 8.9% | $3,566 | 加仓 |
| CLX | CLOROX CO DEL | $4.38万 | 0.01% | 459 | 1 | 0.2% | $95 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $4.39万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $4.42万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $4.51万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $4.55万 | 0.01% | 650 | -40 | -5.8% | -$2,801 | 减仓 |
| TXN | TEXAS INSTRS INC | $4.56万 | 0.01% | 153 | 14 | 10.1% | $4,173 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4.61万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4.62万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| SFTY | HORIZON FDS | $4.65万 | 0.01% | 1,513 | 1,513 | — | $4.65万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $4.66万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4.70万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $4.77万 | 0.01% | 1,753 | 62 | 3.7% | $1,686 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.81万 | 0.02% | 96 | 3 | 3.2% | $1,504 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4.89万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.96万 | 0.02% | 586 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $5.09万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.11万 | 0.02% | 438 | -90 | -17.0% | -$1.05万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $5.14万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $5.26万 | 0.02% | 1,148 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5.44万 | 0.02% | 244 | 5 | 2.1% | $1,114 | 加仓 |
| DTE | DTE ENERGY CO | $5.53万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| SFTX | HORIZON FDS | $5.55万 | 0.02% | 1,784 | 1,784 | — | $5.55万 | 新建仓 |
| IVV | ISHARES TR | $5.62万 | 0.02% | 75 | 20 | 36.4% | $1.50万 | 加仓 |
| GGG | GRACO INC | $5.64万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $5.70万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.70万 | 0.02% | 1,064 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5.78万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.80万 | 0.02% | 537 | -1,219 | -69.4% | -$13.17万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $5.88万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $5.92万 | 0.02% | 95 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $6.02万 | 0.02% | 399 | 399 | — | $6.02万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $6.17万 | 0.02% | 1,535 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $6.23万 | 0.02% | 586 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $6.25万 | 0.02% | 520 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $6.32万 | 0.02% | 370 | 370 | — | $6.32万 | 新建仓 |
| DOW | DOW HLDGS INC | $6.37万 | 0.02% | 2,327 | 5 | 0.2% | $137 | 加仓 |
| AVGO | BROADCOM INC | $6.38万 | 0.02% | 169 | -327 | -65.9% | -$12.35万 | 减仓 |
| SOXX | ISHARES TR | $6.41万 | 0.02% | 100 | 100 | — | $6.41万 | 新建仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $6.43万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.45万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $6.51万 | 0.02% | 4,444 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.64万 | 0.02% | 1,497 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6.72万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6.74万 | 0.02% | 412 | 311 | 307.9% | $5.09万 | 加仓 |
| IXJ | ISHARES TR | $6.79万 | 0.02% | 690 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $6.79万 | 0.02% | 703 | 45 | 6.8% | $4,346 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $6.93万 | 0.02% | 796 | 8 | 1.0% | $696 | 加仓 |
| ETN | EATON CORP PLC | $6.95万 | 0.02% | 163 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $7.16万 | 0.02% | 376 | 5 | 1.3% | $952 | 加仓 |
| EFA | ISHARES TR | $7.30万 | 0.02% | 703 | -17 | -2.4% | -$1,766 | 减仓 |
| ADBE | ADOBE INC | $7.44万 | 0.02% | 363 | -20 | -5.2% | -$4,100 | 减仓 |
| GRAL | GRAIL INC | $7.46万 | 0.02% | 1,092 | 168 | 18.2% | $1.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $7.61万 | 0.02% | 789 | 115 | 17.1% | $1.11万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7.64万 | 0.02% | 272 | -151 | -35.7% | -$4.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $7.69万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $7.70万 | 0.02% | 349 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $7.78万 | 0.02% | 1,602 | -1 | -0.1% | -$49 | 减仓 |
| CBT | CABOT CORP | $7.84万 | 0.02% | 863 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $7.88万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $7.91万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $7.96万 | 0.03% | 155 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $8.01万 | 0.03% | 2,541 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $8.12万 | 0.03% | 960 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8.17万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $8.31万 | 0.03% | 1,238 | 0 | 0.0% | — | 不变 |