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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,917.79万 | 14.32% | 154,371 | -13,522 | -8.1% | -$343.18万 | 减仓 |
| MINT | PIMCO ETF TR | $891.34万 | 3.26% | 88,629 | -8,921 | -9.1% | -$89.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $864.41万 | 3.16% | 49,565 | -475 | -0.9% | -$8.28万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $812.85万 | 2.97% | 191,079 | 19,967 | 11.7% | $84.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $742.73万 | 2.71% | 20,065 | -255 | -1.3% | -$9.44万 | 减仓 |
| GOOG | ALPHABET INC | $651.94万 | 2.38% | 22,727 | -134 | -0.6% | -$3.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $627.58万 | 2.29% | 6,298 | -204 | -3.1% | -$20.33万 | 减仓 |
| GOOGL | ALPHABET INC | $593.39万 | 2.17% | 20,635 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $563.05万 | 2.06% | 27,213 | 6 | 0.0% | $1,241 | 加仓 |
| MINO | PIMCO ETF TR | $470.12万 | 1.72% | 104,078 | -1,161 | -1.1% | -$5.24万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $436.30万 | 1.59% | 118,979 | 41,210 | 53.0% | $151.12万 | 加仓 |
| SBUX | STARBUCKS CORP | $434.90万 | 1.59% | 48,544 | -2,547 | -5.0% | -$22.82万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 1.57% | 6 | -2 | -25.0% | -$143.63万 | 减仓 |
| SMMU | PIMCO ETF TR | $421.18万 | 1.54% | 83,485 | -2,956 | -3.4% | -$14.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $411.80万 | 1.51% | 13,999 | -187 | -1.3% | -$5.50万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $383.43万 | 1.40% | 99,800 | 4,230 | 4.4% | $16.25万 | 加仓 |
| SYK | STRYKER CORPORATION | $376.44万 | 1.38% | 11,456 | -105 | -0.9% | -$3.45万 | 减仓 |
| AMZN | AMAZON COM INC | $374.91万 | 1.37% | 18,001 | 35 | 0.2% | $7,289 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $353.79万 | 1.29% | 5,440 | 85 | 1.6% | $5.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $331.38万 | 1.21% | 13,557 | -178 | -1.3% | -$4.35万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $314.11万 | 1.15% | 17,160 | -300 | -1.7% | -$5.49万 | 减仓 |
| FAST | FASTENAL CO | $305.64万 | 1.12% | 65,871 | -2,624 | -3.8% | -$12.18万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $299.24万 | 1.09% | 101,471 | 8,080 | 8.7% | $23.83万 | 加仓 |
| GBX | GREENBRIER COS INC | $266.85万 | 0.98% | 50,683 | -1,149 | -2.2% | -$6.05万 | 减仓 |
| AMGN | AMGEN INC | $256.26万 | 0.94% | 7,283 | -99 | -1.3% | -$3.48万 | 减仓 |
| WINN | HARBOR ETF TRUST | $242.56万 | 0.89% | 87,478 | 34,723 | 65.8% | $96.28万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $237.28万 | 0.87% | 90,357 | 63,983 | 242.6% | $168.02万 | 加仓 |
| — | EXXON MOBIL CORP | $232.11万 | 0.85% | 13,681 | 4 | 0.0% | $679 | 加仓 |
| CAT | CATERPILLAR INC | $224.52万 | 0.82% | 3,169 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $213.64万 | 0.78% | 21,243 | -101 | -0.5% | -$1.02万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $194.39万 | 0.71% | 24,275 | -300 | -1.2% | -$2.40万 | 减仓 |
| EMR | EMERSON ELEC CO | $189.78万 | 0.69% | 14,485 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $189.38万 | 0.69% | 3,820 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $185.78万 | 0.68% | 46,226 | 10,612 | 29.8% | $42.65万 | 加仓 |
| TSLA | TESLA INC | $171.90万 | 0.63% | 4,624 | -850 | -15.5% | -$31.60万 | 减仓 |
| ASML | ASML HLDG NV | $163.65万 | 0.60% | 1,239 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $162.29万 | 0.59% | 2,716 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $154.68万 | 0.57% | 43,462 | 9,711 | 28.8% | $34.56万 | 加仓 |
| META | META PLATFORMS INC | $153.65万 | 0.56% | 2,686 | 76 | 2.9% | $4.35万 | 加仓 |
| NKE | NIKE INC | $152.66万 | 0.56% | 28,902 | -1,434 | -4.7% | -$7.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $152.10万 | 0.56% | 4,741 | 1,529 | 47.6% | $49.05万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $144.32万 | 0.53% | 43,247 | 5,934 | 15.9% | $19.80万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $138.63万 | 0.51% | 41,869 | 6,454 | 18.2% | $21.37万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $137.13万 | 0.50% | 17,784 | 2,677 | 17.7% | $20.64万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $133.70万 | 0.49% | 9,256 | 1 | 0.0% | $144 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $129.66万 | 0.47% | 21,379 | -252 | -1.2% | -$1.53万 | 减仓 |
| TRMB | TRIMBLE INC | $129.03万 | 0.47% | 19,780 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $128.04万 | 0.47% | 48,871 | 45,282 | 1,261.7% | $118.64万 | 加仓 |
| NVS | NOVARTIS AG | $127.03万 | 0.46% | 8,316 | -150 | -1.8% | -$2.29万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $126.32万 | 0.46% | 11,050 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $122.29万 | 0.45% | 27,679 | 4,830 | 21.1% | $21.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $121.78万 | 0.45% | 2,110 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $118.25万 | 0.43% | 48,402 | -2,000 | -4.0% | -$4.89万 | 减仓 |
| USB | US BANCORP | $118.19万 | 0.43% | 22,724 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $114.35万 | 0.42% | 14,364 | -203 | -1.4% | -$1.62万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $114.28万 | 0.42% | 8,200 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $113.12万 | 0.41% | 33,449 | 225 | 0.7% | $7,610 | 加仓 |
| PFE | PFIZER INC | $112.06万 | 0.41% | 39,909 | 902 | 2.3% | $2.53万 | 加仓 |
| LLY | ELI LILLY & CO | $107.26万 | 0.39% | 1,166 | 20 | 1.7% | $1.84万 | 加仓 |
| AZN | ASTRAZENECA PLC | $105.75万 | 0.39% | 5,362 | 5,362 | — | $105.75万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $101.49万 | 0.37% | 20,218 | 1,570 | 8.4% | $7.88万 | 加仓 |
| MRK | MERCK & CO INC | $98.01万 | 0.36% | 8,147 | -65 | -0.8% | -$7,819 | 减仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $90.72万 | 0.33% | 20,233 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $90.69万 | 0.33% | 33,063 | 1,004 | 3.1% | $2.75万 | 加仓 |
| — | ELECTRONIC ARTS INC | $85.83万 | 0.31% | 4,210 | -100 | -2.3% | -$2.04万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $82.13万 | 0.30% | 27,975 | 12,654 | 82.6% | $37.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $81.79万 | 0.30% | 2,421 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $81.58万 | 0.30% | 16,734 | 4 | 0.0% | $195 | 加仓 |
| DIS | DISNEY WALT CO | $80.57万 | 0.29% | 8,359 | -246 | -2.9% | -$2.37万 | 减仓 |
| MTUS | METALLUS INC | $78.18万 | 0.29% | 47,845 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $76.11万 | 0.28% | 6,124 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $75.10万 | 0.27% | 3,515 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.82万 | 0.27% | 3,045 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $73.04万 | 0.27% | 9,604 | -368 | -3.7% | -$2.80万 | 减仓 |
| FEOE | RBB FUND TRUST | $72.67万 | 0.27% | 14,401 | 3,289 | 29.6% | $16.60万 | 加仓 |
| HD | HOME DEPOT INC | $72.43万 | 0.26% | 2,202 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $71.69万 | 0.26% | 3,602 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $71.15万 | 0.26% | 5,772 | -175 | -2.9% | -$2.16万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $70.84万 | 0.26% | 18,721 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $67.15万 | 0.25% | 3,481 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $65.67万 | 0.24% | 19,585 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $63.68万 | 0.23% | 3,680 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $62.81万 | 0.23% | 23,901 | 9,659 | 67.8% | $25.38万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $62.09万 | 0.23% | 17,977 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $61.35万 | 0.22% | 13,054 | 7,079 | 118.5% | $33.27万 | 加仓 |
| SHEL | SHELL PLC | $55.77万 | 0.20% | 5,997 | 2 | 0.0% | $186 | 加仓 |
| MDT | MEDTRONIC PLC | $54.36万 | 0.20% | 6,273 | -390 | -5.9% | -$3.38万 | 减仓 |
| MMM | 3M CO | $52.81万 | 0.19% | 3,636 | -38 | -1.0% | -$5,519 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $51.80万 | 0.19% | 5,265 | 1,125 | 27.2% | $11.07万 | 加仓 |
| MCD | MCDONALDS CORP | $51.68万 | 0.19% | 1,663 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $51.01万 | 0.19% | 3,085 | -23 | -0.7% | -$3,803 | 减仓 |
| MO | ALTRIA GROUP INC | $50.58万 | 0.18% | 7,665 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $50.47万 | 0.18% | 2,481 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $48.85万 | 0.18% | 6,296 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $47.81万 | 0.17% | 3,170 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $47.76万 | 0.17% | 16,476 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $47.07万 | 0.17% | 8,050 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $46.73万 | 0.17% | 5,184 | -304 | -5.5% | -$2.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $46.15万 | 0.17% | 3,496 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $45.55万 | 0.17% | 23,600 | 0 | 0.0% | — | 不变 |