Etesian Wealth Advisors, Inc.
West Linn OR · SEC CIK 0001997586
$3.13亿2026Q1 申报市值
138持仓数
40.8%前十大占比 · 第一大 6.1%
7 / 3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
FLXR 加仓+$182.52万
QUAL 加仓+$117.52万
LDOS 新建仓+$98.99万
VYM 加仓+$92.90万
DLN 加仓+$69.62万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$308.22万
COST 减仓-$96.95万
IJR 减仓-$39.15万
VOO 减仓-$32.45万
PNC 减仓-$27.88万
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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $0 | 0.00% | 0 | -1,614 | -100.0% | -$25.84万 | 清仓 |
| SMOT | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,564 | -100.0% | -$23.76万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,180 | -100.0% | -$20.32万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $10.93万 | 0.03% | 14,500 | 500 | 3.6% | $3,770 | 加仓 |
| ESML | ISHARES TR | $20.13万 | 0.06% | 4,282 | 4,282 | — | $20.13万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $20.28万 | 0.06% | 2,039 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $20.55万 | 0.07% | 4,828 | 4,828 | — | $20.55万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $20.89万 | 0.07% | 9,350 | 150 | 1.6% | $3,351 | 加仓 |
| KO | COCA COLA CO | $20.97万 | 0.07% | 2,758 | 2,758 | — | $20.97万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.62万 | 0.07% | 2,974 | -3,369 | -53.1% | -$24.49万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $21.82万 | 0.07% | 2,234 | -1,243 | -35.7% | -$12.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.94万 | 0.07% | 4,335 | 19 | 0.4% | $962 | 加仓 |
| ESGE | ISHARES INC | $22.03万 | 0.07% | 4,844 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $22.68万 | 0.07% | 1,604 | 1,604 | — | $22.68万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $24.19万 | 0.08% | 1,246 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $24.40万 | 0.08% | 1,184 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.45万 | 0.08% | 1,175 | -1,340 | -53.3% | -$27.88万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.73万 | 0.08% | 10,312 | -81 | -0.8% | -$1,942 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $24.77万 | 0.08% | 3,594 | -139 | -3.7% | -$9,579 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.63万 | 0.08% | 2,776 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $26.07万 | 0.08% | 3,157 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.18万 | 0.08% | 524 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $27.21万 | 0.09% | 623 | 4 | 0.6% | $1,747 | 加仓 |
| NEE | NEXTERA ENERGY INC | $27.51万 | 0.09% | 2,962 | 211 | 7.7% | $1.96万 | 加仓 |
| ANGL | VANECK ETF TRUST | $28.46万 | 0.09% | 9,910 | -1,379 | -12.2% | -$3.96万 | 减仓 |
| LOW | LOWES COS INC | $28.90万 | 0.09% | 1,223 | -15 | -1.2% | -$3,544 | 减仓 |
| RAAX | VANECK ETF TRUST | $29.05万 | 0.09% | 7,135 | 671 | 10.4% | $2.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $29.61万 | 0.09% | 513 | 513 | — | $29.61万 | 新建仓 |
| IVW | ISHARES TR | $29.86万 | 0.10% | 2,640 | 398 | 17.8% | $4.50万 | 重新持有 |
| MDT | MEDTRONIC PLC | $29.97万 | 0.10% | 3,459 | -368 | -9.6% | -$3.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.22万 | 0.10% | 2,092 | 165 | 8.6% | $2.38万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.19万 | 0.10% | 2,255 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.26万 | 0.11% | 1,637 | -193 | -10.5% | -$3.92万 | 减仓 |
| IWB | ISHARES TR | $33.52万 | 0.11% | 940 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $34.94万 | 0.11% | 3,681 | 3,681 | — | $34.94万 | 新建仓 |
| BA | BOEING CO | $36.25万 | 0.12% | 1,821 | -21 | -1.1% | -$4,180 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $36.57万 | 0.12% | 2,809 | -441 | -13.6% | -$5.74万 | 减仓 |
| ESGD | ISHARES TR | $37.60万 | 0.12% | 3,932 | 629 | 19.0% | $6.01万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.65万 | 0.12% | 766 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $37.80万 | 0.12% | 393 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT I | $38.28万 | 0.12% | 12,643 | -9,030 | -41.7% | -$27.34万 | 减仓 |
| NUBD | NUSHARES ETF TR | $38.80万 | 0.12% | 17,468 | 4,418 | 33.9% | $9.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.39万 | 0.13% | 1,542 | -95 | -5.8% | -$2.49万 | 减仓 |
| MCK | MCKESSON CORP | $41.02万 | 0.13% | 474 | -183 | -27.9% | -$15.84万 | 减仓 |
| LQD | ISHARES TR | $41.57万 | 0.13% | 3,814 | -143 | -3.6% | -$1.56万 | 减仓 |
| SRE | SEMPRA | $42.48万 | 0.14% | 4,372 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $43.70万 | 0.14% | 2,341 | -998 | -29.9% | -$18.63万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $46.90万 | 0.15% | 6,268 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $47.70万 | 0.15% | 4,025 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $47.73万 | 0.15% | 2,077 | -48 | -2.3% | -$1.10万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.59万 | 0.16% | 1,740 | -42 | -2.4% | -$1.17万 | 减仓 |
| HYEM | VANECK ETF TRUST | $50.49万 | 0.16% | 25,592 | -10,785 | -29.6% | -$21.28万 | 减仓 |
| GLDM | WORLD GOLD TR | $52.08万 | 0.17% | 5,619 | -359 | -6.0% | -$3.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.27万 | 0.17% | 9,671 | -225 | -2.3% | -$1.22万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $54.45万 | 0.17% | 50,048 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $63.25万 | 0.20% | 4,073 | -174 | -4.1% | -$2.70万 | 减仓 |
| — | EXXON MOBIL CORP | $63.42万 | 0.20% | 3,738 | -770 | -17.1% | -$13.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.53万 | 0.21% | 2,640 | -264 | -9.1% | -$6.45万 | 减仓 |
| AVGO | BROADCOM INC | $65.83万 | 0.21% | 2,127 | -17 | -0.8% | -$5,262 | 减仓 |
| AFL | AFLAC INC | $70.28万 | 0.22% | 6,406 | -245 | -3.7% | -$2.69万 | 减仓 |
| QCOM | QUALCOMM INC | $71.24万 | 0.23% | 5,532 | -248 | -4.3% | -$3.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $73.62万 | 0.23% | 3,484 | -1,145 | -24.7% | -$24.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $76.49万 | 0.24% | 24,933 | 8,503 | 51.8% | $26.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.82万 | 0.25% | 1,624 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $78.40万 | 0.25% | 7,386 | -62 | -0.8% | -$6,581 | 减仓 |
| HD | HOME DEPOT INC | $78.42万 | 0.25% | 2,384 | -90 | -3.6% | -$2.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $88.66万 | 0.28% | 1,048 | -232 | -18.1% | -$19.63万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $90.31万 | 0.29% | 8,796 | -599 | -6.4% | -$6.15万 | 减仓 |
| PFXF | VANECK ETF TRUST | $95.50万 | 0.30% | 54,449 | 173 | 0.3% | $3,034 | 加仓 |
| ORI | OLD REP INTL CORP | $97.47万 | 0.31% | 24,428 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $98.47万 | 0.31% | 27,188 | 1,055 | 4.0% | $3.82万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $98.99万 | 0.32% | 6,365 | 6,365 | — | $98.99万 | 新建仓 |
| CTAS | CINTAS CORP | $104.02万 | 0.33% | 6,150 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $104.78万 | 0.33% | 13,733 | 1,695 | 14.1% | $12.93万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $106.81万 | 0.34% | 47,304 | 741 | 1.6% | $1.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $112.62万 | 0.36% | 14,605 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $115.19万 | 0.37% | 23,499 | -4,720 | -16.7% | -$23.14万 | 减仓 |
| NFLX | NETFLIX INC. | $115.31万 | 0.37% | 11,993 | -390 | -3.1% | -$3.75万 | 减仓 |
| ORCL | ORACLE CORP | $115.96万 | 0.37% | 7,882 | -473 | -5.7% | -$6.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $117.73万 | 0.38% | 4,857 | -174 | -3.5% | -$4.22万 | 减仓 |
| TLT | ISHARES TR | $118.50万 | 0.38% | 13,669 | -1,744 | -11.3% | -$15.12万 | 减仓 |
| PFF | ISHARES TR | $119.20万 | 0.38% | 39,313 | -526 | -1.3% | -$1.59万 | 减仓 |
| HYGV | FLEXSHARES TR | $120.58万 | 0.38% | 30,101 | -407 | -1.3% | -$1.63万 | 减仓 |
| META | META PLATFORMS INC | $125.58万 | 0.40% | 2,195 | 29 | 1.3% | $1.66万 | 加仓 |
| WTV | WISDOMTREE TR | $128.10万 | 0.41% | 13,523 | 761 | 6.0% | $7.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $129.17万 | 0.41% | 4,498 | -149 | -3.2% | -$4.28万 | 减仓 |
| V | VISA INC | $138.55万 | 0.44% | 4,584 | -135 | -2.9% | -$4.08万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $141.49万 | 0.45% | 25,484 | 1,596 | 6.7% | $8.86万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $143.26万 | 0.46% | 10,279 | -1,082 | -9.5% | -$15.08万 | 减仓 |
| DOV | DOVER CORP | $144.29万 | 0.46% | 6,922 | -914 | -11.7% | -$19.05万 | 减仓 |
| CSCO | CISCO SYS INC | $149.20万 | 0.48% | 19,229 | -293 | -1.5% | -$2.27万 | 减仓 |
| GOOG | ALPHABET INC | $167.30万 | 0.53% | 5,832 | 10 | 0.2% | $2,869 | 加仓 |
| BAC | BANK AMERICA CORP | $170.05万 | 0.54% | 34,882 | -1,054 | -2.9% | -$5.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $171.16万 | 0.55% | 19,297 | -1,028 | -5.1% | -$9.12万 | 减仓 |
| MCD | MCDONALDS CORP | $176.84万 | 0.56% | 5,690 | -133 | -2.3% | -$4.13万 | 减仓 |
| EFV | ISHARES TR | $178.72万 | 0.57% | 24,038 | 6,521 | 37.2% | $48.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $179.30万 | 0.57% | 5,589 | 143 | 2.6% | $4.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $187.23万 | 0.60% | 9,049 | -419 | -4.4% | -$8.67万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $204.44万 | 0.65% | 36,070 | 673 | 1.9% | $3.81万 | 加仓 |