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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $4.96万 | 0.02% | 586 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4.89万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.81万 | 0.02% | 96 | 3 | 3.2% | $1,504 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $4.77万 | 0.01% | 1,753 | 62 | 3.7% | $1,686 | 加仓 |
| Q | QNITY ELECTRONICS INC | $4.70万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $4.66万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SFTY | HORIZON FDS | $4.65万 | 0.01% | 1,513 | 1,513 | — | $4.65万 | 新建仓 |
| BLK | BLACKROCK INC | $4.62万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $4.61万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $4.56万 | 0.01% | 153 | 14 | 10.1% | $4,173 | 加仓 |
| MRNA | MODERNA INC | $4.55万 | 0.01% | 650 | -40 | -5.8% | -$2,801 | 减仓 |
| BCO | BRINKS CO | $4.51万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $4.42万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $4.39万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4.38万 | 0.01% | 459 | 1 | 0.2% | $95 | 加仓 |
| CMI | CUMMINS INC | $4.35万 | 0.01% | 61 | 5 | 8.9% | $3,566 | 加仓 |
| IJR | ISHARES TR | $4.12万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $4.02万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $3.91万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.88万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3.84万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $3.82万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3.78万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $3.72万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.72万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.69万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $3.67万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.61万 | 0.01% | 564 | 169 | 42.8% | $1.08万 | 加仓 |
| JOBY | JOBY AVIATION INC | $3.57万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3.56万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.43万 | 0.01% | 118 | 6 | 5.4% | $1,744 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.43万 | 0.01% | 175 | 175 | — | $3.43万 | 新建仓 |
| IEMG | ISHARES INC | $3.36万 | 0.01% | 406 | 92 | 29.3% | $7,621 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3.35万 | 0.01% | 1,211 | 1,205 | 20,083.3% | $3.34万 | 加仓 |
| IJT | ISHARES TR | $3.34万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $3.33万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $3.32万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $3.18万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $3.16万 | 0.01% | 1,115 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $3.06万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.01万 | 0.01% | 479 | 79 | 19.8% | $4,968 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2.99万 | 0.01% | 539 | 15 | 2.9% | $833 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $2.90万 | 0.01% | 938 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.90万 | 0.01% | 104 | 4 | 4.0% | $1,114 | 加仓 |
| BOTZ | GLOBAL X FDS | $2.84万 | 0.01% | 749 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.81万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $2.76万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $2.69万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $2.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.66万 | 0.01% | 196 | -383 | -66.1% | -$5.20万 | 减仓 |
| DTM | DT MIDSTREAM INC | $2.66万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.65万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $2.64万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP EQUITY ETF TR | $2.58万 | 0.01% | 900 | 900 | — | $2.58万 | 新建仓 |
| MKL | MARKEL GROUP INC | $2.54万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $2.52万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.51万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2.51万 | 0.01% | 116 | 6 | 5.5% | $1,296 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $2.50万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2.42万 | 0.01% | 1,141 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.41万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.37万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.37万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2.36万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2.35万 | 0.01% | 450 | 300 | 200.0% | $1.57万 | 加仓 |
| HL | HECLA MINING COMPANY | $2.31万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2.30万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.29万 | 0.01% | 877 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2.25万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2.23万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.23万 | 0.01% | 310 | -42 | -11.9% | -$3,018 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $2.23万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.21万 | 0.01% | 89 | 2 | 2.3% | $497 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2.16万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $2.14万 | 0.01% | 700 | -2,462 | -77.9% | -$7.52万 | 减仓 |
| USMV | ISHARES TR | $2.08万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $2.05万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $2.05万 | 0.01% | 263 | 263 | — | $2.05万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $2.05万 | 0.01% | 172 | 172 | — | $2.05万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $2.04万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $2.03万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.99万 | 0.01% | 268 | 9 | 3.5% | $669 | 加仓 |
| BWA | BORGWARNER INC | $1.99万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.96万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.93万 | 0.01% | 207 | 7 | 3.5% | $654 | 加仓 |
| EOG | EOG RES INC | $1.88万 | 0.01% | 145 | 5 | 3.6% | $649 | 加仓 |
| GME | GAMESTOP CORP | $1.85万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.81万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1.78万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1.75万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.75万 | 0.01% | 527 | 205 | 63.7% | $6,825 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.75万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $1.74万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1.74万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.73万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.71万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.66万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.66万 | 0.01% | 75 | 75 | — | $1.66万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $1.64万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |