Etesian Wealth Advisors, Inc.
West Linn OR · SEC CIK 0001997586
$3.38亿2026Q2 申报市值
141持仓数
40.7%前十大占比 · 第一大 5.8%
4 / 2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
QUAL 加仓+$181.91万
NVDA 加仓+$167.54万
FLXR 加仓+$133.28万
VYM 加仓+$122.20万
DYNF 加仓+$76.55万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$210.08万
MOAT 减仓-$101.51万
UCON 减仓-$76.37万
IVV 减仓-$49.20万
IJR 减仓-$46.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $37.74万 | 0.11% | 1,743 | -78 | -4.3% | -$1.69万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $37.29万 | 0.11% | 2,659 | -150 | -5.3% | -$2.10万 | 减仓 |
| TXN | TEXAS INSTRS INC | $37.14万 | 0.11% | 1,246 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $36.31万 | 0.11% | 2,640 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $36.21万 | 0.11% | 1,200 | 1,200 | — | $36.21万 | 新建仓 |
| MCK | MCKESSON CORP | $35.82万 | 0.11% | 474 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.20万 | 0.10% | 702 | -64 | -8.4% | -$3.21万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.82万 | 0.10% | 1,555 | -82 | -5.0% | -$1.84万 | 减仓 |
| CRM | SALESFORCE INC | $34.59万 | 0.10% | 2,208 | -133 | -5.7% | -$2.08万 | 减仓 |
| BLK | BLACKROCK INC | $34.14万 | 0.10% | 355 | -38 | -9.7% | -$3.65万 | 减仓 |
| IGM | ISHARES TR | $32.52万 | 0.10% | 1,988 | -2,037 | -50.6% | -$33.32万 | 减仓 |
| LQD | ISHARES TR | $32.26万 | 0.10% | 2,958 | -856 | -22.4% | -$9.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $31.63万 | 0.09% | 3,672 | -66 | -1.8% | -$5,685 | 减仓 |
| ESGU | ISHARES TR | $30.82万 | 0.09% | 1,883 | 279 | 17.4% | $4.57万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.12万 | 0.09% | 2,054 | -38 | -1.8% | -$5,572 | 减仓 |
| RAAX | VANECK ETF TRUST | $29.30万 | 0.09% | 7,385 | 250 | 3.5% | $9,918 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.94万 | 0.09% | 1,844 | -411 | -18.2% | -$6.45万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.93万 | 0.09% | 1,175 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.18万 | 0.08% | 654 | 9 | 1.4% | $3,741 | 重新持有 |
| ESGE | ISHARES INC | $27.09万 | 0.08% | 4,953 | 109 | 2.3% | $5,961 | 加仓 |
| LOW | LOWES COS INC | $26.97万 | 0.08% | 1,223 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.91万 | 0.08% | 524 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $25.72万 | 0.08% | 3,132 | -25 | -0.8% | -$2,053 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $25.68万 | 0.08% | 7,903 | -4,740 | -37.5% | -$15.41万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.56万 | 0.08% | 2,776 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.65万 | 0.07% | 1,294 | 1,294 | — | $24.65万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $23.70万 | 0.07% | 5,921 | 5,921 | — | $23.70万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $23.69万 | 0.07% | 2,699 | -263 | -8.9% | -$2.31万 | 减仓 |
| ESML | ISHARES TR | $23.50万 | 0.07% | 4,202 | -80 | -1.9% | -$4,474 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $23.06万 | 0.07% | 2,137 | -97 | -4.3% | -$1.05万 | 减仓 |
| KO | COCA COLA CO | $22.41万 | 0.07% | 2,758 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $22.01万 | 0.07% | 7,527 | -2,383 | -24.0% | -$6.97万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.26万 | 0.06% | 4,204 | -131 | -3.0% | -$6,625 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $21.08万 | 0.06% | 8,670 | -1,642 | -15.9% | -$3.99万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $20.84万 | 0.06% | 9,350 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $20.33万 | 0.06% | 2,700 | -894 | -24.9% | -$6.73万 | 减仓 |
| MDT | MEDTRONIC PLC | $20.28万 | 0.06% | 2,592 | -867 | -25.1% | -$6.78万 | 减仓 |
| BILS | SPDR SERIES TRUST | $20.26万 | 0.06% | 2,039 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $20.00万 | 0.06% | 4,828 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $11.43万 | 0.03% | 14,500 | 0 | 0.0% | — | 不变 |
| — | OUR BD INC | $6,455 | 0.00% | 10,000 | 10,000 | — | $6,455 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,184 | -100.0% | -$24.40万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -2,974 | -100.0% | -$21.62万 | 清仓 |