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 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | $27.14万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $27.30万 | 0.09% | 1,149 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $27.84万 | 0.09% | 11,342 | 3,111 | 37.8% | $7.64万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.96万 | 0.09% | 1,250 | -44 | -3.4% | -$9,841 | 减仓 |
| MPLX | MPLX LP | $28.16万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.35万 | 0.09% | 447 | 2 | 0.4% | $1,269 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $28.79万 | 0.09% | 3,514 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $29.51万 | 0.09% | 1,040 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.64万 | 0.09% | 1,178 | 14 | 1.2% | $3,523 | 加仓 |
| SO | SOUTHERN CO | $29.66万 | 0.09% | 3,099 | 13 | 0.4% | $1,244 | 加仓 |
| GLW | CORNING INC | $29.73万 | 0.09% | 1,164 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $29.87万 | 0.09% | 18,750 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.27万 | 0.10% | 3,449 | -87 | -2.5% | -$7,636 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.55万 | 0.10% | 615 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $30.61万 | 0.10% | 3,659 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $32.90万 | 0.10% | 4,345 | 12 | 0.3% | $909 | 加仓 |
| NFLX | NETFLIX INC. | $33.03万 | 0.10% | 4,626 | 26 | 0.6% | $1,856 | 加仓 |
| T | AT&T INC | $34.07万 | 0.11% | 16,459 | -17 | -0.1% | -$352 | 减仓 |
| NVO | NOVO-NORDISK A S | $35.11万 | 0.11% | 7,323 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $35.17万 | 0.11% | 1,293 | 16 | 1.3% | $4,352 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $35.57万 | 0.11% | 10,100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $36.05万 | 0.11% | 3,468 | -28 | -0.8% | -$2,911 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $36.77万 | 0.12% | 14,478 | 5,350 | 58.6% | $13.59万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $36.89万 | 0.12% | 10,469 | 3,070 | 41.5% | $10.82万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.82万 | 0.12% | 951 | 22 | 2.4% | $8,749 | 加仓 |
| GEV | GE VERNOVA INC | $38.07万 | 0.12% | 324 | -1 | -0.3% | -$1,175 | 减仓 |
| KLAC | KLA CORP | $38.32万 | 0.12% | 1,270 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $40.17万 | 0.13% | 13,950 | 13,125 | 1,590.9% | $37.79万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $40.50万 | 0.13% | 6,000 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $41.90万 | 0.13% | 3,930 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $42.40万 | 0.13% | 8,088 | 35 | 0.4% | $1,835 | 加仓 |
| PPG | PPG INDS INC | $42.57万 | 0.13% | 3,510 | -100 | -2.8% | -$1.21万 | 减仓 |
| OKE | ONEOK INC NEW | $42.60万 | 0.13% | 4,900 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $42.71万 | 0.13% | 7,932 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $42.74万 | 0.13% | 1,221 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $42.83万 | 0.13% | 5,965 | -400 | -6.3% | -$2.87万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $43.46万 | 0.14% | 12,700 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $44.19万 | 0.14% | 9,297 | 36 | 0.4% | $1,711 | 加仓 |
| V | VISA INC | $44.57万 | 0.14% | 1,299 | 2 | 0.2% | $686 | 加仓 |
| MCD | MCDONALDS CORP | $44.95万 | 0.14% | 1,663 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $45.12万 | 0.14% | 23,600 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $45.19万 | 0.14% | 5,828 | -169 | -2.8% | -$1.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.26万 | 0.14% | 1,338 | -5 | -0.4% | -$1,691 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $45.42万 | 0.14% | 1,319 | 2 | 0.2% | $689 | 加仓 |
| GE | GE AEROSPACE | $49.07万 | 0.15% | 1,313 | -11 | -0.8% | -$4,111 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.23万 | 0.15% | 3,889 | 839 | 27.5% | $10.62万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $49.72万 | 0.16% | 8,050 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $49.86万 | 0.16% | 6,373 | 100 | 1.6% | $7,823 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $51.99万 | 0.16% | 3,914 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $53.07万 | 0.17% | 18,840 | 2,646 | 16.3% | $7.45万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.15万 | 0.17% | 7,665 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $55.25万 | 0.17% | 3,680 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $57.38万 | 0.18% | 11,729 | -1,325 | -10.2% | -$6.48万 | 减仓 |
| MMM | 3M CO | $58.88万 | 0.19% | 3,636 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $58.95万 | 0.19% | 5,185 | 1 | 0.0% | $114 | 加仓 |
| RTX | RTX CORPORATION | $59.92万 | 0.19% | 3,158 | -323 | -9.3% | -$6.13万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $61.29万 | 0.19% | 16,339 | 5,595 | 52.1% | $20.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.14万 | 0.20% | 3,435 | 350 | 11.3% | $6.33万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $62.34万 | 0.20% | 5,799 | 534 | 10.1% | $5.74万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $62.68万 | 0.20% | 19,605 | 20 | 0.1% | $639 | 加仓 |
| AMAT | APPLIED MATLS INC | $63.41万 | 0.20% | 877 | -167 | -16.0% | -$12.07万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $68.11万 | 0.21% | 24,795 | 16,795 | 209.9% | $46.14万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $68.82万 | 0.22% | 18,721 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $69.95万 | 0.22% | 6,176 | 52 | 0.8% | $5,889 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $70.04万 | 0.22% | 18,698 | 8,830 | 89.5% | $33.08万 | 加仓 |
| CSCO | CISCO SYS INC | $70.39万 | 0.22% | 5,993 | -303 | -4.8% | -$3.56万 | 减仓 |
| BA | BOEING CO | $78.15万 | 0.25% | 3,610 | 8 | 0.2% | $1,732 | 加仓 |
| SNOW | SNOWFLAKE INC | $78.18万 | 0.25% | 3,072 | -98 | -3.1% | -$2.49万 | 减仓 |
| HD | HOME DEPOT INC | $78.27万 | 0.25% | 2,219 | 17 | 0.8% | $5,996 | 加仓 |
| KO | COCA COLA CO | $78.33万 | 0.25% | 9,638 | 34 | 0.4% | $2,763 | 加仓 |
| DIS | DISNEY WALT CO | $79.53万 | 0.25% | 8,263 | -96 | -1.1% | -$9,240 | 减仓 |
| — | ELECTRONIC ARTS INC | $86.32万 | 0.27% | 4,210 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.45万 | 0.28% | 3,145 | 100 | 3.3% | $2.81万 | 加仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $88.93万 | 0.28% | 23,177 | 5,200 | 28.9% | $19.95万 | 加仓 |
| MTUS | METALLUS INC | $89.42万 | 0.28% | 47,845 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $90.83万 | 0.29% | 5,166 | -606 | -10.5% | -$10.66万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $91.67万 | 0.29% | 950 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $94.29万 | 0.30% | 22,269 | 2,051 | 10.1% | $8.68万 | 加仓 |
| BAC | BANK OF AMER CORP | $95.79万 | 0.30% | 16,810 | 76 | 0.5% | $4,331 | 加仓 |
| TRMB | TRIMBLE INC | $101.23万 | 0.32% | 19,780 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $102.17万 | 0.32% | 5,388 | 26 | 0.5% | $4,930 | 加仓 |
| GILD | GILEAD SCIENCES INC | $102.34万 | 0.32% | 8,100 | -100 | -1.2% | -$1.26万 | 减仓 |
| INTC | INTEL CORP | $103.55万 | 0.33% | 7,416 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $103.67万 | 0.33% | 32,346 | -717 | -2.2% | -$2.30万 | 减仓 |
| MRK | MERCK & CO INC | $104.92万 | 0.33% | 8,165 | 18 | 0.2% | $2,313 | 加仓 |
| PFE | PFIZER INC | $105.21万 | 0.33% | 43,693 | 3,784 | 9.5% | $9.11万 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $109.75万 | 0.35% | 22,233 | 2,000 | 9.9% | $9.87万 | 加仓 |
| WY | WEYERHAEUSER CO | $114.89万 | 0.36% | 47,991 | -411 | -0.8% | -$9,839 | 减仓 |
| WFC | WELLS FARGO & CO | $118.22万 | 0.37% | 14,305 | -59 | -0.4% | -$4,876 | 减仓 |
| FEOE | RBB FUND TRUST | $120.61万 | 0.38% | 22,586 | 8,185 | 56.8% | $43.71万 | 加仓 |
| NKE | NIKE INC | $121.12万 | 0.38% | 29,506 | 604 | 2.1% | $2.48万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $121.69万 | 0.38% | 42,880 | 18,979 | 79.4% | $53.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.30万 | 0.39% | 21,398 | 19 | 0.1% | $1,095 | 加仓 |
| PG | PROCTER & GAMBLE CO | $123.78万 | 0.39% | 8,441 | -815 | -8.8% | -$11.95万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $128.88万 | 0.41% | 39,090 | 11,115 | 39.7% | $36.65万 | 加仓 |
| NVS | NOVARTIS AG | $130.69万 | 0.41% | 8,339 | 23 | 0.3% | $3,605 | 加仓 |
| LLY | ELI LILLY & CO | $134.35万 | 0.42% | 1,120 | -46 | -3.9% | -$5.52万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $134.72万 | 0.42% | 36,629 | 3,180 | 9.5% | $11.70万 | 加仓 |
| USB | US BANCORP | $137.25万 | 0.43% | 22,724 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $141.57万 | 0.45% | 2,437 | -44 | -1.8% | -$2.56万 | 减仓 |