Etesian Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Etesian Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 3.38 亿美元。前几大持仓：QGRW（5.81%）、MOAT（5.73%）、VEA（4.98%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | $19.7M | 5.81% | 297,728 | 增持 |
| 2 | MOAT | VANECK ETF TRUST | $19.4M | 5.73% | 186,600 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $16.8M | 4.98% | 236,419 | 增持 |
| 4 | USFR | WISDOMTREE TR | $16.1M | 4.75% | 319,338 | 减持 |
| 5 | IVV | ISHARES TR | $14.4M | 4.25% | 19,184 | 减持 |
| 6 | UCON | FIRST TR EXCHNG TRADED FD VI | $13.3M | 3.94% | 536,383 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $10.7M | 3.17% | 14,375 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $10.6M | 3.13% | 155,815 | 增持 |
| 9 | AAPL | APPLE INC | $8.4M | 2.48% | 28,992 | 减持 |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $8.3M | 2.45% | 100,509 | 增持 |
| 11 | SPYM | SPDR SERIES TRUST | $7.2M | 2.14% | 82,399 | 增持 |
| 12 | FLXR | TCW ETF TRUST | $7.2M | 2.13% | 183,506 | 增持 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $7.0M | 2.06% | 151,244 | 减持 |
| 14 | IJR | ISHARES TR | $6.2M | 1.82% | 41,603 | 减持 |
| 15 | QUAL | ISHARES TR | $6.0M | 1.78% | 27,426 | 增持 |
| 16 | FNDE | SCHWAB STRATEGIC TR | $5.6M | 1.65% | 140,455 | 增持 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $5.3M | 1.56% | 5,631 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $5.3M | 1.55% | 26,249 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $5.1M | 1.52% | 7,475 | 增持 |
| 20 | VYM | VANGUARD WHITEHALL FDS | $5.1M | 1.51% | 32,323 | 增持 |
| 21 | DLN | WISDOMTREE TR | $5.0M | 1.49% | 52,179 | 减持 |
| 22 | IWF | ISHARES TR | $4.9M | 1.46% | 39,756 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $4.6M | 1.37% | 12,439 | 减持 |
| 24 | AMZN | AMAZON COM INC | $4.6M | 1.35% | 19,217 | 减持 |
| 25 | FMB | FIRST TR EXCH TRADED FD III | $4.4M | 1.30% | 85,581 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR