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 |
|---|---|---|---|---|---|---|---|---|
| IVOO | VANGUARD ADMIRAL FDS INC | $142.14万 | 0.45% | 10,900 | -150 | -1.4% | -$1.96万 | 减仓 |
| META | META PLATFORMS INC | $143.26万 | 0.45% | 2,543 | -143 | -5.3% | -$8.06万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $152.32万 | 0.48% | 3,515 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $155.38万 | 0.49% | 2,110 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $156.10万 | 0.49% | 18,260 | 476 | 2.7% | $4.07万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $156.88万 | 0.49% | 70,382 | 57,842 | 461.3% | $128.93万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $168.81万 | 0.53% | 33,702 | 6,023 | 21.8% | $30.17万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $180.05万 | 0.57% | 49,478 | 7,609 | 18.2% | $27.69万 | 加仓 |
| — | EXXON MOBIL CORP | $184.87万 | 0.58% | 13,522 | -159 | -1.2% | -$2.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $186.54万 | 0.59% | 2,716 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $193.90万 | 0.61% | 4,610 | -14 | -0.3% | -$5,888 | 减仓 |
| VTI | VANGUARD INDEX FDS | $194.86万 | 0.61% | 5,266 | 525 | 11.1% | $19.43万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $195.97万 | 0.62% | 47,682 | 4,220 | 9.7% | $17.34万 | 加仓 |
| LIN | LINDE PLC | $198.55万 | 0.62% | 3,826 | 6 | 0.2% | $3,114 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $200.35万 | 0.63% | 47,331 | 4,084 | 9.4% | $17.29万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $205.17万 | 0.65% | 22,681 | -1,594 | -6.6% | -$14.42万 | 减仓 |
| EMR | EMERSON ELEC CO | $207.74万 | 0.65% | 14,512 | 27 | 0.2% | $3,865 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $236.98万 | 0.75% | 2,053 | -368 | -15.2% | -$42.48万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $245.61万 | 0.77% | 52,036 | 5,810 | 12.6% | $27.42万 | 加仓 |
| ASML | ASML HLDG NV | $247.49万 | 0.78% | 1,244 | 5 | 0.4% | $9,947 | 加仓 |
| GBX | GREENBRIER COS INC | $247.62万 | 0.78% | 50,524 | -159 | -0.3% | -$7,793 | 减仓 |
| AMGN | AMGEN INC | $258.41万 | 0.81% | 7,136 | -147 | -2.0% | -$5.32万 | 减仓 |
| PYLD | PIMCO ETF TR | $262.14万 | 0.82% | 98,845 | 49,974 | 102.3% | $132.53万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $279.13万 | 0.88% | 16,910 | -250 | -1.5% | -$4.13万 | 减仓 |
| SMMU | PIMCO ETF TR | $303.60万 | 0.96% | 60,118 | -23,367 | -28.0% | -$118.00万 | 减仓 |
| FAST | FASTENAL CO | $308.70万 | 0.97% | 64,272 | -1,599 | -2.4% | -$7.68万 | 减仓 |
| TKR | TIMKEN CO | $308.72万 | 0.97% | 21,244 | 1 | 0.0% | $145 | 加仓 |
| WINN | HARBOR ETF TRUST | $309.93万 | 0.98% | 95,451 | 7,973 | 9.1% | $25.89万 | 加仓 |
| CAT | CATERPILLAR INC | $333.14万 | 1.05% | 3,128 | -41 | -1.3% | -$4.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $339.17万 | 1.07% | 13,355 | -202 | -1.5% | -$5.13万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $357.74万 | 1.13% | 136,645 | 46,288 | 51.2% | $121.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $359.16万 | 1.13% | 11,408 | -48 | -0.4% | -$1.51万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $393.94万 | 1.24% | 113,789 | 12,318 | 12.1% | $42.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $399.90万 | 1.26% | 5,355 | -85 | -1.6% | -$6.35万 | 减仓 |
| AMZN | AMAZON COM INC | $425.94万 | 1.34% | 17,871 | -130 | -0.7% | -$3.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $443.20万 | 1.39% | 26,738 | -475 | -1.7% | -$7.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 1.41% | 6 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $455.46万 | 1.43% | 13,914 | -85 | -0.6% | -$2.78万 | 减仓 |
| SBUX | STARBUCKS CORP | $494.30万 | 1.56% | 48,370 | -174 | -0.4% | -$1.78万 | 减仓 |
| MINO | PIMCO ETF TR | $553.56万 | 1.74% | 120,969 | 16,891 | 16.2% | $77.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $554.68万 | 1.75% | 5,929 | -369 | -5.9% | -$34.52万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $562.90万 | 1.77% | 126,551 | 26,751 | 26.8% | $118.99万 | 加仓 |
| GOOGL | ALPHABET INC | $711.09万 | 2.24% | 19,898 | -737 | -3.6% | -$26.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $760.57万 | 2.39% | 20,390 | 325 | 1.6% | $12.12万 | 加仓 |
| GOOG | ALPHABET INC | $802.27万 | 2.52% | 22,706 | -21 | -0.1% | -$7,420 | 减仓 |
| MINT | PIMCO ETF TR | $819.21万 | 2.58% | 81,262 | -7,367 | -8.3% | -$74.27万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,013.90万 | 3.19% | 205,742 | 14,663 | 7.7% | $72.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,049.34万 | 3.30% | 52,444 | 2,879 | 5.8% | $57.61万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $1,173.60万 | 3.69% | 267,640 | 148,661 | 124.9% | $651.88万 | 加仓 |
| AAPL | APPLE INC | $4,461.44万 | 14.04% | 154,183 | -188 | -0.1% | -$5.44万 | 减仓 |