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 |
|---|---|---|---|---|---|---|---|---|
| KD | KYNDRYL HLDGS INC | $4,344 | 0.00% | 384 | -9 | -2.3% | -$102 | 减仓 |
| HBTA | HORIZON FDS | $4,250 | 0.00% | 130 | 130 | — | $4,250 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $4,083 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $3,996 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN FDS | $3,852 | 0.00% | 78 | 78 | — | $3,852 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $3,851 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON ETF TRUST | $3,813 | 0.00% | 40 | 40 | — | $3,813 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $3,780 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $3,733 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $3,565 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $3,403 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $3,392 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $3,304 | 0.00% | 123 | 123 | — | $3,304 | 新建仓 |
| IWS | ISHARES TR | $3,292 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $3,193 | 0.00% | 71 | 71 | — | $3,193 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,110 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $2,937 | 0.00% | 32 | 5 | 18.5% | $459 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,915 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $2,914 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2,871 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $2,786 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,668 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,665 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $2,640 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $2,607 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $2,592 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $2,547 | 0.00% | 8 | 8 | — | $2,547 | 新建仓 |
| LINC | LINCOLN EDL SVCS CORP | $2,495 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $2,385 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2,277 | 0.00% | 11 | 11 | — | $2,277 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $2,201 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2,201 | 0.00% | 41 | 41 | — | $2,201 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $2,188 | 0.00% | 23 | 23 | — | $2,188 | 新建仓 |
| ONDS | ONDAS INC | $2,168 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $2,138 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $2,101 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $2,087 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $2,083 | 0.00% | 25 | 25 | — | $2,083 | 新建仓 |
| DB | DEUTSCHE BK AG | $2,060 | 0.00% | 61 | 61 | — | $2,060 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,001 | 0.00% | 12 | 12 | — | $2,001 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $1,981 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $1,957 | 0.00% | 111 | 111 | — | $1,957 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1,896 | 0.00% | 23 | 23 | — | $1,896 | 新建仓 |
| RIO | RIO TINTO PLC | $1,804 | 0.00% | 19 | 19 | — | $1,804 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $1,753 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $1,732 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,731 | 0.00% | 87 | 87 | — | $1,731 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $1,609 | 0.00% | 11 | -20 | -64.5% | -$2,925 | 减仓 |
| BRO | BROWN & BROWN INC | $1,604 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,525 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $1,518 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1,516 | 0.00% | 9 | 9 | — | $1,516 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1,456 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $1,348 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $1,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1,304 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,300 | 0.00% | 6 | 6 | — | $1,300 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $1,238 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $1,163 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,108 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,093 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $1,076 | 0.00% | 7 | 7 | — | $1,076 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1,042 | 0.00% | 4 | 4 | — | $1,042 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $1,034 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1,019 | 0.00% | 2 | -192 | -99.0% | -$9.78万 | 减仓 |
| SANM | SANMINA CORP | $1,013 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1,012 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $994 | 0.00% | 13 | 13 | — | $994 | 新建仓 |
| NB | NIOCORP DEVS LTD | $964 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $962 | 0.00% | 10 | 10 | — | $962 | 新建仓 |
| DASH | DOORDASH INC | $923 | 0.00% | 5 | 5 | — | $923 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $919 | 0.00% | 2 | 2 | — | $919 | 新建仓 |
| EVGO | EVGO INC | $818 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $798 | 0.00% | 9 | -1 | -10.0% | -$89 | 减仓 |
| TGT | TARGET CORP | $784 | 0.00% | 6 | 6 | — | $784 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $782 | 0.00% | 23 | 23 | — | $782 | 新建仓 |
| ADSK | AUTODESK INC | $778 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $764 | 0.00% | 21 | 21 | — | $764 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $757 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $742 | 0.00% | 8 | 8 | — | $742 | 新建仓 |
| MAS | MASCO CORP | $733 | 0.00% | 9 | 9 | — | $733 | 新建仓 |
| DLTR | DOLLAR TREE INC | $726 | 0.00% | 6 | 6 | — | $726 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $707 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $683 | 0.00% | 43 | -24 | -35.8% | -$381 | 减仓 |
| ES | EVERSOURCE ENERGY | $651 | 0.00% | 9 | 9 | — | $651 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $647 | 0.00% | 17 | 17 | — | $647 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $642 | 0.00% | 6 | 6 | — | $642 | 新建仓 |
| VLTO | VERALTO CORP | $621 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $606 | 0.00% | 7 | 7 | — | $606 | 新建仓 |
| SYY | SYSCO CORP | $586 | 0.00% | 7 | 7 | — | $586 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $555 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $537 | 0.00% | 14 | 14 | — | $537 | 新建仓 |
| TMUS | T-MOBILE US INC | $504 | 0.00% | 3 | 3 | — | $504 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $502 | 0.00% | 5 | 5 | — | $502 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $480 | 0.00% | 19 | 19 | — | $480 | 新建仓 |
| ALL | ALLSTATE CORP | $476 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $476 | 0.00% | 3 | 3 | — | $476 | 新建仓 |
| FOXA | FOX CORP | $470 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $406 | 0.00% | 3 | 3 | — | $406 | 新建仓 |