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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,461.44万 | 14.04% | 154,183 | -188 | -0.1% | -$5.44万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $1,173.60万 | 3.69% | 267,640 | 148,661 | 124.9% | $651.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,049.34万 | 3.30% | 52,444 | 2,879 | 5.8% | $57.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,013.90万 | 3.19% | 205,742 | 14,663 | 7.7% | $72.26万 | 加仓 |
| MINT | PIMCO ETF TR | $819.21万 | 2.58% | 81,262 | -7,367 | -8.3% | -$74.27万 | 减仓 |
| GOOG | ALPHABET INC | $802.27万 | 2.52% | 22,706 | -21 | -0.1% | -$7,420 | 减仓 |
| MSFT | MICROSOFT CORP | $760.57万 | 2.39% | 20,390 | 325 | 1.6% | $12.12万 | 加仓 |
| GOOGL | ALPHABET INC | $711.09万 | 2.24% | 19,898 | -737 | -3.6% | -$26.34万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $562.90万 | 1.77% | 126,551 | 26,751 | 26.8% | $118.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $554.68万 | 1.75% | 5,929 | -369 | -5.9% | -$34.52万 | 减仓 |
| MINO | PIMCO ETF TR | $553.56万 | 1.74% | 120,969 | 16,891 | 16.2% | $77.29万 | 加仓 |
| SBUX | STARBUCKS CORP | $494.30万 | 1.56% | 48,370 | -174 | -0.4% | -$1.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $455.46万 | 1.43% | 13,914 | -85 | -0.6% | -$2.78万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 1.41% | 6 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $443.20万 | 1.39% | 26,738 | -475 | -1.7% | -$7.87万 | 减仓 |
| AMZN | AMAZON COM INC | $425.94万 | 1.34% | 17,871 | -130 | -0.7% | -$3.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $399.90万 | 1.26% | 5,355 | -85 | -1.6% | -$6.35万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $393.94万 | 1.24% | 113,789 | 12,318 | 12.1% | $42.64万 | 加仓 |
| SYK | STRYKER CORPORATION | $359.16万 | 1.13% | 11,408 | -48 | -0.4% | -$1.51万 | 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 |
| JNJ | JOHNSON & JOHNSON | $339.17万 | 1.07% | 13,355 | -202 | -1.5% | -$5.13万 | 减仓 |
| CAT | CATERPILLAR INC | $333.14万 | 1.05% | 3,128 | -41 | -1.3% | -$4.37万 | 减仓 |
| WINN | HARBOR ETF TRUST | $309.93万 | 0.98% | 95,451 | 7,973 | 9.1% | $25.89万 | 加仓 |
| TKR | TIMKEN CO | $308.72万 | 0.97% | 21,244 | 1 | 0.0% | $145 | 加仓 |
| FAST | FASTENAL CO | $308.70万 | 0.97% | 64,272 | -1,599 | -2.4% | -$7.68万 | 减仓 |
| SMMU | PIMCO ETF TR | $303.60万 | 0.96% | 60,118 | -23,367 | -28.0% | -$118.00万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $279.13万 | 0.88% | 16,910 | -250 | -1.5% | -$4.13万 | 减仓 |
| PYLD | PIMCO ETF TR | $262.14万 | 0.82% | 98,845 | 49,974 | 102.3% | $132.53万 | 加仓 |
| AMGN | AMGEN INC | $258.41万 | 0.81% | 7,136 | -147 | -2.0% | -$5.32万 | 减仓 |
| GBX | GREENBRIER COS INC | $247.62万 | 0.78% | 50,524 | -159 | -0.3% | -$7,793 | 减仓 |
| ASML | ASML HLDG NV | $247.49万 | 0.78% | 1,244 | 5 | 0.4% | $9,947 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $245.61万 | 0.77% | 52,036 | 5,810 | 12.6% | $27.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $236.98万 | 0.75% | 2,053 | -368 | -15.2% | -$42.48万 | 减仓 |
| EMR | EMERSON ELEC CO | $207.74万 | 0.65% | 14,512 | 27 | 0.2% | $3,865 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $205.17万 | 0.65% | 22,681 | -1,594 | -6.6% | -$14.42万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $200.35万 | 0.63% | 47,331 | 4,084 | 9.4% | $17.29万 | 加仓 |
| LIN | LINDE PLC | $198.55万 | 0.62% | 3,826 | 6 | 0.2% | $3,114 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $195.97万 | 0.62% | 47,682 | 4,220 | 9.7% | $17.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $194.86万 | 0.61% | 5,266 | 525 | 11.1% | $19.43万 | 加仓 |
| TSLA | TESLA INC | $193.90万 | 0.61% | 4,610 | -14 | -0.3% | -$5,888 | 减仓 |
| VOO | VANGUARD INDEX FDS | $186.54万 | 0.59% | 2,716 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $184.87万 | 0.58% | 13,522 | -159 | -1.2% | -$2.17万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $180.05万 | 0.57% | 49,478 | 7,609 | 18.2% | $27.69万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $168.81万 | 0.53% | 33,702 | 6,023 | 21.8% | $30.17万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $156.88万 | 0.49% | 70,382 | 57,842 | 461.3% | $128.93万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $156.10万 | 0.49% | 18,260 | 476 | 2.7% | $4.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $155.38万 | 0.49% | 2,110 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $152.32万 | 0.48% | 3,515 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $143.26万 | 0.45% | 2,543 | -143 | -5.3% | -$8.06万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $142.14万 | 0.45% | 10,900 | -150 | -1.4% | -$1.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $141.57万 | 0.45% | 2,437 | -44 | -1.8% | -$2.56万 | 减仓 |
| USB | US BANCORP | $137.25万 | 0.43% | 22,724 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $134.72万 | 0.42% | 36,629 | 3,180 | 9.5% | $11.70万 | 加仓 |
| LLY | ELI LILLY & CO | $134.35万 | 0.42% | 1,120 | -46 | -3.9% | -$5.52万 | 减仓 |
| NVS | NOVARTIS AG | $130.69万 | 0.41% | 8,339 | 23 | 0.3% | $3,605 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $128.88万 | 0.41% | 39,090 | 11,115 | 39.7% | $36.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $123.78万 | 0.39% | 8,441 | -815 | -8.8% | -$11.95万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.30万 | 0.39% | 21,398 | 19 | 0.1% | $1,095 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $121.69万 | 0.38% | 42,880 | 18,979 | 79.4% | $53.86万 | 加仓 |
| NKE | NIKE INC | $121.12万 | 0.38% | 29,506 | 604 | 2.1% | $2.48万 | 加仓 |
| FEOE | RBB FUND TRUST | $120.61万 | 0.38% | 22,586 | 8,185 | 56.8% | $43.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $118.22万 | 0.37% | 14,305 | -59 | -0.4% | -$4,876 | 减仓 |
| WY | WEYERHAEUSER CO | $114.89万 | 0.36% | 47,991 | -411 | -0.8% | -$9,839 | 减仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $109.75万 | 0.35% | 22,233 | 2,000 | 9.9% | $9.87万 | 加仓 |
| PFE | PFIZER INC | $105.21万 | 0.33% | 43,693 | 3,784 | 9.5% | $9.11万 | 加仓 |
| MRK | MERCK & CO INC | $104.92万 | 0.33% | 8,165 | 18 | 0.2% | $2,313 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $103.67万 | 0.33% | 32,346 | -717 | -2.2% | -$2.30万 | 减仓 |
| INTC | INTEL CORP | $103.55万 | 0.33% | 7,416 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $102.34万 | 0.32% | 8,100 | -100 | -1.2% | -$1.26万 | 减仓 |
| AZN | ASTRAZENECA PLC | $102.17万 | 0.32% | 5,388 | 26 | 0.5% | $4,930 | 加仓 |
| TRMB | TRIMBLE INC | $101.23万 | 0.32% | 19,780 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $95.79万 | 0.30% | 16,810 | 76 | 0.5% | $4,331 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $94.29万 | 0.30% | 22,269 | 2,051 | 10.1% | $8.68万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $91.67万 | 0.29% | 950 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $90.83万 | 0.29% | 5,166 | -606 | -10.5% | -$10.66万 | 减仓 |
| MTUS | METALLUS INC | $89.42万 | 0.28% | 47,845 | 0 | 0.0% | — | 不变 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $88.93万 | 0.28% | 23,177 | 5,200 | 28.9% | $19.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.45万 | 0.28% | 3,145 | 100 | 3.3% | $2.81万 | 加仓 |
| — | ELECTRONIC ARTS INC | $86.32万 | 0.27% | 4,210 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $79.53万 | 0.25% | 8,263 | -96 | -1.1% | -$9,240 | 减仓 |
| KO | COCA COLA CO | $78.33万 | 0.25% | 9,638 | 34 | 0.4% | $2,763 | 加仓 |
| HD | HOME DEPOT INC | $78.27万 | 0.25% | 2,219 | 17 | 0.8% | $5,996 | 加仓 |
| SNOW | SNOWFLAKE INC | $78.18万 | 0.25% | 3,072 | -98 | -3.1% | -$2.49万 | 减仓 |
| BA | BOEING CO | $78.15万 | 0.25% | 3,610 | 8 | 0.2% | $1,732 | 加仓 |
| CSCO | CISCO SYS INC | $70.39万 | 0.22% | 5,993 | -303 | -4.8% | -$3.56万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $70.04万 | 0.22% | 18,698 | 8,830 | 89.5% | $33.08万 | 加仓 |
| WMT | WALMART INC | $69.95万 | 0.22% | 6,176 | 52 | 0.8% | $5,889 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $68.82万 | 0.22% | 18,721 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $68.11万 | 0.21% | 24,795 | 16,795 | 209.9% | $46.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $63.41万 | 0.20% | 877 | -167 | -16.0% | -$12.07万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $62.68万 | 0.20% | 19,605 | 20 | 0.1% | $639 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $62.34万 | 0.20% | 5,799 | 534 | 10.1% | $5.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.14万 | 0.20% | 3,435 | 350 | 11.3% | $6.33万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $61.29万 | 0.19% | 16,339 | 5,595 | 52.1% | $20.99万 | 加仓 |
| RTX | RTX CORPORATION | $59.92万 | 0.19% | 3,158 | -323 | -9.3% | -$6.13万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $58.95万 | 0.19% | 5,185 | 1 | 0.0% | $114 | 加仓 |
| MMM | 3M CO | $58.88万 | 0.19% | 3,636 | 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 |
| VDE | VANGUARD WORLD FD | $55.25万 | 0.17% | 3,680 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $55.15万 | 0.17% | 7,665 | 0 | 0.0% | — | 不变 |