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 |
|---|---|---|---|---|---|---|---|---|
| OAKM | HARRIS OAKMARK ETF TRUST | $44.64万 | 0.16% | 16,194 | 2,987 | 22.6% | $8.23万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $44.61万 | 0.16% | 3,914 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $44.44万 | 0.16% | 8,053 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $44.29万 | 0.16% | 4,900 | 500 | 11.4% | $4.52万 | 加仓 |
| NFLX | NETFLIX INC. | $44.23万 | 0.16% | 4,600 | 850 | 22.7% | $8.17万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $42.83万 | 0.16% | 929 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $42.22万 | 0.15% | 1,317 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.62万 | 0.15% | 1,343 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $39.94万 | 0.15% | 3,050 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $39.20万 | 0.14% | 1,297 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $38.98万 | 0.14% | 6,000 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $38.58万 | 0.14% | 3,610 | -100 | -2.7% | -$1.07万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $38.57万 | 0.14% | 10,744 | 9,734 | 963.8% | $34.95万 | 加仓 |
| CSX | CSX CORP | $38.02万 | 0.14% | 9,261 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $37.81万 | 0.14% | 10,100 | -500 | -4.7% | -$1.87万 | 减仓 |
| TCBK | TRICO BANCSHARES | $37.71万 | 0.14% | 7,932 | -401 | -4.8% | -$1.91万 | 减仓 |
| GE | GE AEROSPACE | $37.57万 | 0.14% | 1,324 | -112 | -7.8% | -$3.18万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.22万 | 0.14% | 950 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $35.68万 | 0.13% | 1,044 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $35.23万 | 0.13% | 4,333 | 650 | 17.6% | $5.29万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $35.18万 | 0.13% | 12,700 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $34.64万 | 0.13% | 3,930 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.48万 | 0.13% | 1,221 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $32.84万 | 0.12% | 3,536 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.73万 | 0.12% | 7,416 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $32.25万 | 0.12% | 6,365 | -300 | -4.5% | -$1.52万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $31.15万 | 0.11% | 9,868 | 935 | 10.5% | $2.95万 | 加仓 |
| UNP | UNION PAC CORP | $30.98万 | 0.11% | 1,277 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $29.88万 | 0.11% | 3,659 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $29.79万 | 0.11% | 3,086 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $29.37万 | 0.11% | 2,595 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $28.57万 | 0.10% | 802 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $28.54万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.47万 | 0.10% | 471 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.37万 | 0.10% | 325 | -28 | -7.9% | -$2.44万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $28.01万 | 0.10% | 12,540 | 7,779 | 163.4% | $17.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.98万 | 0.10% | 828 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $27.47万 | 0.10% | 1,868 | -15 | -0.8% | -$2,206 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.46万 | 0.10% | 615 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $26.91万 | 0.10% | 7,323 | 2,250 | 44.4% | $8.27万 | 加仓 |
| XAR | SPDR SERIES TRUST | $26.41万 | 0.10% | 1,040 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.31万 | 0.09% | 1,164 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $25.26万 | 0.09% | 2,242 | 694 | 44.8% | $7.82万 | 加仓 |
| DE | DEERE & CO | $25.07万 | 0.09% | 445 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $24.92万 | 0.09% | 3,514 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $24.74万 | 0.09% | 11,000 | 0 | 0.0% | — | 不变 |
| GQGU | ADVISORS INNER CIRCLE FD III | $24.56万 | 0.09% | 9,128 | 9,128 | — | $24.56万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $24.49万 | 0.09% | 5,026 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $24.28万 | 0.09% | 1,149 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $24.14万 | 0.09% | 1,294 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $24.03万 | 0.09% | 5,051 | -140 | -2.7% | -$6,660 | 减仓 |
| VO | VANGUARD INDEX FDS | $23.84万 | 0.09% | 830 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $23.63万 | 0.09% | 8,231 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $23.43万 | 0.09% | 1,645 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $23.12万 | 0.08% | 18,750 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $23.10万 | 0.08% | 3,846 | 1,181 | 44.3% | $7.09万 | 加仓 |
| MLI | MUELLER INDS INC | $22.71万 | 0.08% | 2,050 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $22.57万 | 0.08% | 7,399 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.50万 | 0.08% | 1,449 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $22.23万 | 0.08% | 3,038 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $21.72万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $21.58万 | 0.08% | 7,240 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $21.33万 | 0.08% | 2,359 | -91 | -3.7% | -$8,229 | 减仓 |
| — | CALAMOS ETF TR | $20.90万 | 0.08% | 6,393 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $20.29万 | 0.07% | 3,004 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $20.00万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $19.91万 | 0.07% | 43,000 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $19.83万 | 0.07% | 11,500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $19.33万 | 0.07% | 1,061 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $19.22万 | 0.07% | 180 | 30 | 20.0% | $3.20万 | 加仓 |
| MPC | MARATHON PETE CORP | $18.80万 | 0.07% | 770 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $18.70万 | 0.07% | 127 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $18.61万 | 0.07% | 220 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $18.56万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $17.92万 | 0.07% | 3,698 | 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 |
| SHOP | SHOPIFY INC | $17.37万 | 0.06% | 1,464 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $17.18万 | 0.06% | 4,409 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $17.16万 | 0.06% | 1,756 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $17.13万 | 0.06% | 3,250 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $16.96万 | 0.06% | 10,218 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $16.95万 | 0.06% | 394 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $16.89万 | 0.06% | 2,964 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $16.83万 | 0.06% | 2,989 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $16.52万 | 0.06% | 576 | 576 | — | $16.52万 | 新建仓 |
| GLW | CORNING INC | $15.83万 | 0.06% | 1,164 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $15.73万 | 0.06% | 581 | -40 | -6.4% | -$1.08万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $15.57万 | 0.06% | 4,459 | -3,136 | -41.3% | -$10.95万 | 减仓 |
| AVGO | BROADCOM INC | $15.34万 | 0.06% | 496 | 1 | 0.2% | $309 | 加仓 |
| COHR | COHERENT CORP | $15.27万 | 0.06% | 641 | 641 | — | $15.27万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $15.25万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $14.57万 | 0.05% | 2,760 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $14.46万 | 0.05% | 331 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $14.40万 | 0.05% | 1,270 | -341 | -21.2% | -$3.87万 | 减仓 |
| CRM | SALESFORCE INC | $14.36万 | 0.05% | 769 | -22 | -2.8% | -$4,108 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $14.28万 | 0.05% | 2,229 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $14.28万 | 0.05% | 399 | 399 | — | $14.28万 | 新建仓 |
| APG | API GROUP CORP | $14.03万 | 0.05% | 3,463 | 3,463 | — | $14.03万 | 新建仓 |
| DEO | DIAGEO PLC | $13.95万 | 0.05% | 1,874 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $13.90万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |