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 |
|---|---|---|---|---|---|---|---|---|
| SMA | SMARTSTOP SELF STORAG REIT I | $38.28万 | 0.12% | 12,643 | -9,030 | -41.7% | -$27.34万 | 减仓 |
| BLK | BLACKROCK INC | $37.80万 | 0.12% | 393 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.65万 | 0.12% | 766 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $37.60万 | 0.12% | 3,932 | 629 | 19.0% | $6.01万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $36.57万 | 0.12% | 2,809 | -441 | -13.6% | -$5.74万 | 减仓 |
| BA | BOEING CO | $36.25万 | 0.12% | 1,821 | -21 | -1.1% | -$4,180 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $34.94万 | 0.11% | 3,681 | 3,681 | — | $34.94万 | 新建仓 |
| IWB | ISHARES TR | $33.52万 | 0.11% | 940 | 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 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.19万 | 0.10% | 2,255 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $30.22万 | 0.10% | 2,092 | 165 | 8.6% | $2.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $29.97万 | 0.10% | 3,459 | -368 | -9.6% | -$3.19万 | 减仓 |
| IVW | ISHARES TR | $29.86万 | 0.10% | 2,640 | 398 | 17.8% | $4.50万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $29.61万 | 0.09% | 513 | 513 | — | $29.61万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $29.05万 | 0.09% | 7,135 | 671 | 10.4% | $2.73万 | 加仓 |
| LOW | LOWES COS INC | $28.90万 | 0.09% | 1,223 | -15 | -1.2% | -$3,544 | 减仓 |
| ANGL | VANECK ETF TRUST | $28.46万 | 0.09% | 9,910 | -1,379 | -12.2% | -$3.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $27.51万 | 0.09% | 2,962 | 211 | 7.7% | $1.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $27.21万 | 0.09% | 623 | 4 | 0.6% | $1,747 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.18万 | 0.08% | 524 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $26.07万 | 0.08% | 3,157 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.63万 | 0.08% | 2,776 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $24.77万 | 0.08% | 3,594 | -139 | -3.7% | -$9,579 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.73万 | 0.08% | 10,312 | -81 | -0.8% | -$1,942 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.45万 | 0.08% | 1,175 | -1,340 | -53.3% | -$27.88万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $24.40万 | 0.08% | 1,184 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.19万 | 0.08% | 1,246 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $22.68万 | 0.07% | 1,604 | 1,604 | — | $22.68万 | 新建仓 |
| ESGE | ISHARES INC | $22.03万 | 0.07% | 4,844 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.94万 | 0.07% | 4,335 | 19 | 0.4% | $962 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $21.82万 | 0.07% | 2,234 | -1,243 | -35.7% | -$12.14万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.62万 | 0.07% | 2,974 | -3,369 | -53.1% | -$24.49万 | 减仓 |
| KO | COCA COLA CO | $20.97万 | 0.07% | 2,758 | 2,758 | — | $20.97万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $20.89万 | 0.07% | 9,350 | 150 | 1.6% | $3,351 | 加仓 |
| IDV | ISHARES TR | $20.55万 | 0.07% | 4,828 | 4,828 | — | $20.55万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $20.28万 | 0.06% | 2,039 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $20.13万 | 0.06% | 4,282 | 4,282 | — | $20.13万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $10.93万 | 0.03% | 14,500 | 500 | 3.6% | $3,770 | 加仓 |
| 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 |