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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC | $15.06万 | 0.05% | 1,874 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $14.91万 | 0.05% | 2,760 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $14.91万 | 0.05% | 1,209 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $14.76万 | 0.05% | 3,273 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $14.67万 | 0.05% | 3,463 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $14.59万 | 0.05% | 2,550 | -150 | -5.6% | -$8,583 | 减仓 |
| GLD | SPDR GOLD TR | $14.51万 | 0.05% | 394 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $14.51万 | 0.05% | 5,500 | 5,500 | — | $14.51万 | 新建仓 |
| D | DOMINION ENERGY INC | $14.39万 | 0.05% | 2,107 | 9 | 0.4% | $615 | 加仓 |
| VB | VANGUARD INDEX FDS | $14.06万 | 0.04% | 464 | 18 | 4.0% | $5,456 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $14.00万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $13.94万 | 0.04% | 800 | 12 | 1.5% | $2,091 | 加仓 |
| FISV | FISERV INC | $13.69万 | 0.04% | 2,792 | 1,750 | 167.9% | $8.58万 | 加仓 |
| YUM | YUM BRANDS INC | $13.18万 | 0.04% | 824 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $12.96万 | 0.04% | 1,026 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $12.73万 | 0.04% | 5,081 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $12.31万 | 0.04% | 1,121 | -4 | -0.4% | -$439 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $12.14万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS INC | $11.87万 | 0.04% | 1,677 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $11.71万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $11.34万 | 0.04% | 1,449 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $11.23万 | 0.04% | 918 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $10.94万 | 0.03% | 800 | 6 | 0.8% | $821 | 加仓 |
| BP | BP PLC | $10.92万 | 0.03% | 2,956 | 76 | 2.6% | $2,808 | 加仓 |
| TFC | TRUIST FINL CORP | $10.84万 | 0.03% | 2,175 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $10.36万 | 0.03% | 661 | -108 | -14.0% | -$1.69万 | 减仓 |
| UGI | UGI CORP NEW | $10.33万 | 0.03% | 2,991 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $10.22万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $9.79万 | 0.03% | 251 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $9.78万 | 0.03% | 327 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $9.65万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $9.64万 | 0.03% | 1,062 | 6 | 0.6% | $544 | 加仓 |
| WM | WASTE MGMT INC DEL | $9.56万 | 0.03% | 429 | 9 | 2.1% | $2,006 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $9.53万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $9.46万 | 0.03% | 431 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $9.46万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $9.34万 | 0.03% | 2,662 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $9.07万 | 0.03% | 639 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8.96万 | 0.03% | 485 | -125 | -20.5% | -$2.31万 | 减仓 |
| HPQ | HP INC | $8.83万 | 0.03% | 4,025 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $8.83万 | 0.03% | 389 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8.80万 | 0.03% | 421 | -12 | -2.8% | -$2,508 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $8.75万 | 0.03% | 1,665 | -2,181 | -56.7% | -$11.47万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $8.68万 | 0.03% | 276 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $8.68万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $8.53万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.48万 | 0.03% | 1,213 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.41万 | 0.03% | 1,021 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.39万 | 0.03% | 246 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $8.34万 | 0.03% | 689 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $8.31万 | 0.03% | 1,238 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8.17万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $8.12万 | 0.03% | 960 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $8.01万 | 0.03% | 2,541 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $7.96万 | 0.03% | 155 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $7.91万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $7.88万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $7.84万 | 0.02% | 863 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $7.78万 | 0.02% | 1,602 | -1 | -0.1% | -$49 | 减仓 |
| LOW | LOWES COS INC | $7.70万 | 0.02% | 349 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $7.69万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $7.64万 | 0.02% | 272 | -151 | -35.7% | -$4.24万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $7.61万 | 0.02% | 789 | 115 | 17.1% | $1.11万 | 加仓 |
| GRAL | GRAIL INC | $7.46万 | 0.02% | 1,092 | 168 | 18.2% | $1.15万 | 加仓 |
| ADBE | ADOBE INC | $7.44万 | 0.02% | 363 | -20 | -5.2% | -$4,100 | 减仓 |
| EFA | ISHARES TR | $7.30万 | 0.02% | 703 | -17 | -2.4% | -$1,766 | 减仓 |
| DHR | DANAHER CORP DEL | $7.16万 | 0.02% | 376 | 5 | 1.3% | $952 | 加仓 |
| ETN | EATON CORP PLC | $6.95万 | 0.02% | 163 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $6.93万 | 0.02% | 796 | 8 | 1.0% | $696 | 加仓 |
| IEFA | ISHARES TR | $6.79万 | 0.02% | 703 | 45 | 6.8% | $4,346 | 加仓 |
| IXJ | ISHARES TR | $6.79万 | 0.02% | 690 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6.74万 | 0.02% | 412 | 311 | 307.9% | $5.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6.72万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.64万 | 0.02% | 1,497 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $6.51万 | 0.02% | 4,444 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.45万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $6.43万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $6.41万 | 0.02% | 100 | 100 | — | $6.41万 | 新建仓 |
| AVGO | BROADCOM INC | $6.38万 | 0.02% | 169 | -327 | -65.9% | -$12.35万 | 减仓 |
| DOW | DOW HLDGS INC | $6.37万 | 0.02% | 2,327 | 5 | 0.2% | $137 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $6.32万 | 0.02% | 370 | 370 | — | $6.32万 | 新建仓 |
| PCAR | PACCAR INC | $6.25万 | 0.02% | 520 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $6.23万 | 0.02% | 586 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $6.17万 | 0.02% | 1,535 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $6.02万 | 0.02% | 399 | 399 | — | $6.02万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.92万 | 0.02% | 95 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $5.88万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.80万 | 0.02% | 537 | -1,219 | -69.4% | -$13.17万 | 减仓 |
| JBL | JABIL INC | $5.78万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.70万 | 0.02% | 1,064 | 0 | 0.0% | — | 不变 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $5.70万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $5.64万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $5.62万 | 0.02% | 75 | 20 | 36.4% | $1.50万 | 加仓 |
| SFTX | HORIZON FDS | $5.55万 | 0.02% | 1,784 | 1,784 | — | $5.55万 | 新建仓 |
| DTE | DTE ENERGY CO | $5.53万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5.44万 | 0.02% | 244 | 5 | 2.1% | $1,114 | 加仓 |
| TFI | SPDR SERIES TRUST | $5.26万 | 0.02% | 1,148 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $5.14万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.11万 | 0.02% | 438 | -90 | -17.0% | -$1.05万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $5.09万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |