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Core Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Core Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 0001770532
持仓数
114
前50大市值合计
$394.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 124 项
建仓 28
增持 48
减持 27
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
AAXJ
ISHARES TR
-$8.0M
9
-100%
建仓
IEFA
ISHARES TR
+$5.2M
70,300
减持
EFA
ISHARES TR
-$3.4M
6,142
-87%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IVV
ISHARES TR
+$2.7M
116,566
+5%
清仓
—
ALEXION PHARMACEUTICALS INC
-$1.3M
0
-100%
清仓
GM
GENERAL MTRS CO
-$1.2M
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$1.2M
0
-100%
建仓
COP
CONOCOPHILLIPS
+$1.2M
17,386
清仓
AIG
AMERICAN INTL GROUP INC
-$1.2M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$1.2M
60
-100%
清仓
KHC
KRAFT HEINZ CO
-$1.2M
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.2M
0
-100%
增持
FLV
AMERICAN CENTY ETF TR
+$1.1M
224,935
+11%
清仓
CAT
CATERPILLAR INC
-$1.1M
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$1.1M
22,959
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
6,349
+90600%
增持
GOOGL
ALPHABET INC
+$1.1M
405
+3950%
增持
GOOG
ALPHABET INC
+$1.0M
476
+441%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$1.0M
444,344
+11%
增持
META
FACEBOOK INC
+$1.0M
3,136
+1682%
建仓
GS
GOLDMAN SACHS GROUP INC
+$989.0K
2,616
建仓
DOCU
DOCUSIGN INC
+$916.0K
3,560
建仓
—
ASTRAZENECA PLC
+$706.0K
11,751
建仓
IDXX
IDEXX LABS INC
+$680.0K
1,094
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$300.0K
5,873
增持
MEAR
ISHARES U S ETF TR
+$300.0K
6,728
+795%
增持
IGSB
ISHARES TR
+$285.0K
114,154
+5%
减持
MS
MORGAN STANLEY
-$274.0K
11,380
-24%
建仓
PFLD
ETF SER SOLUTIONS
+$252.0K
10,021
增持
SHYG
ISHARES TR
+$218.0K
137,290
+4%
建仓
MINT
PIMCO ETF TR
+$215.0K
2,107
减持
—
BLACKROCK INVT QUALITY MUN T
-$211.0K
6,841
-62%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$192.0K
37,801
+24%
增持
IJH
ISHARES TR
+$191.0K
48,227
+4%
减持
—
ASML HOLDING N V
-$176.0K
1,489
-20%
减持
FMB
FIRST TR EXCH TRADED FD III
-$167.0K
488
-86%
增持
BABA
ALIBABA GROUP HLDG LTD
+$159.0K
1,147
+2194%
增持
NVDA
NVIDIA CORPORATION
+$139.0K
1,563
+577%
清仓
—
INNOVATOR ETFS TR II
-$117.0K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$114.0K
375
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$113.0K
80,150
-0%
增持
PREF
PRINCIPAL EXCHANGE-TRADED FD
+$96.0K
5,598
+475%
增持
IJR
ISHARES TR
+$80.0K
116,059
+4%
增持
IHAK
ISHARES TR
+$72.0K
2,890
+133%
建仓
MOS
MOSAIC CO NEW
+$71.0K
2,000
增持
—
EXCHANGE TRADED CONCEPTS TR
+$67.0K
5,172
+56%
增持
IWM
ISHARES TR
-$57.0K
5,550
+0%
增持
—
DRAFTKINGS INC
+$55.0K
3,961
+52%
增持
—
CARNIVAL CORP
+$55.0K
3,468
+186%
建仓
LMT
LOCKHEED MARTIN CORP
+$52.0K
150
建仓
PLUG
PLUG POWER INC
+$51.0K
2,000
增持
BLOK
AMPLIFY ETF TR
+$46.0K
3,324
+55%
建仓
—
INMODE LTD
+$40.0K
250
减持
AAPL
APPLE INC
+$38.0K
8,983
-0%
减持
EFAV
ISHARES TR
-$31.0K
2,636
-13%
建仓
BLDP
BALLARD PWR SYS INC NEW
+$28.0K
2,000
减持
PFF
ISHARES TR
-$28.0K
7,225
-8%
增持
ALTL
PACER FDS TR
+$26.0K
913
+204%
增持
—
JPMORGAN CHASE & CO
+$26.0K
4,095
+66%
减持
CINF
CINCINNATI FINL CORP
-$24.0K
605
-24%
清仓
SBS
COMPANHIA DE SANEAMENTO BASI
-$22.0K
0
-100%
减持
WYNN
WYNN RESORTS LTD
-$22.0K
16
-92%
建仓
—
NIKOLA CORP
+$21.0K
2,000
清仓
BAR
GRANITESHARES GOLD TR
-$20.0K
0
-100%
增持
ARKG
ARK ETF TR
-$18.0K
1,635
+8%
增持
MLPX
GLOBAL X FDS
+$17.0K
808
+138%
减持
V
VISA INC
-$17.0K
1,030
-2%
增持
UFOX
ETF SER SOLUTIONS
+$15.0K
2,939
+22%
增持
DGRO
ISHARES TR
+$14.0K
8,081
+4%
清仓
—
DISCOVER FINL SVCS
-$14.0K
0
-100%
建仓
—
FUELCELL ENERGY INC
+$13.0K
2,000
增持
BATT
AMPLIFY ETF TR
+$12.0K
16,153
+9%
减持
UPS
UNITED PARCEL SERVICE INC
-$11.0K
31
-62%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$10.0K
500
+400%
建仓
GLD
SPDR GOLD TR
+$10.0K
62
清仓
CHWY
CHEWY INC
-$9.0K
0
-100%
增持
PTBD
PACER FDS TR
+$9.0K
5,383
+9%
增持
QLD
PROSHARES TR
+$9.0K
195
+179%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.0K
7,193
+4%
建仓
—
HIVE BLOCKCHAIN TECHNLGIES L
+$8.0K
3,000
减持
VZ
VERIZON COMMUNICATIONS INC
-$8.0K
516
-20%
清仓
—
INVESCO LTD
-$8.0K
0
-100%
增持
QYLD
GLOBAL X FDS
+$8.0K
6,610
+8%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$8.0K
480
+380%
清仓
AA
ALCOA CORP
-$7.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$7.0K
50
-58%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.0K
266
-7%
清仓
MCD
MCDONALDS CORP
-$7.0K
0
-100%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$7.0K
75
清仓
—
BARRICK GOLD CORP
-$6.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$6.0K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
+$5.0K
431
+10%
清仓
USMV
ISHARES TR
-$5.0K
0
-100%
增持
HNDL
STRATEGY SHS
+$5.0K
6,192
+7%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$5.0K
225
+125%
减持
JNJ
JOHNSON & JOHNSON
-$5.0K
738
-2%
建仓
DDM
PROSHARES TR
+$5.0K
65
增持
—
ETF SER SOLUTIONS
+$4.0K
5,303
+5%
减持
JPM
JPMORGAN CHASE & CO
-$4.0K
1,097
-7%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$4.0K
200
建仓
—
GENIUS SPORTS LIMITED
+$4.0K
190
减持
HD
HOME DEPOT INC
-$3.0K
15
-40%
减持
WMT
WALMART INC
-$3.0K
1,027
-1%
增持
CF
CF INDS HLDGS INC
+$3.0K
150
+50%
建仓
—
CLEARSIDE BIOMEDICAL INC
+$3.0K
500
减持
PG
PROCTER AND GAMBLE CO
+$3.0K
991
-2%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$3.0K
201
-5%
建仓
GE
GENERAL ELECTRIC CO
+$3.0K
26
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.0K
675
+35%
清仓
OGN
ORGANON & CO
-$2.0K
0
-100%
增持
EEM
ISHARES TR
+$2.0K
178
+37%
增持
T
AT&T INC
+$2.0K
541
+19%
增持
F
FORD MTR CO DEL
+$2.0K
2,037
+14%
清仓
—
ASHFORD HOSPITALITY TR INC
-$1.0K
0
-100%
清仓
—
CORNER GROWTH ACQUISITION CO
-$1.0K
0
-100%
增持
PSEC
PROSPECT CAP CORP
-$1.0K
1,966
+2%
增持
—
INVESCO MORTGAGE CAPITAL INC
+$1.0K
533
+64%
减持
MAR
MARRIOTT INTL INC NEW
+$1.0K
151
-4%
增持
UBER
UBER TECHNOLOGIES INC
-$1.0K
165
+6%
建仓
UPST
UPSTART HLDGS INC
+$1.0K
3
建仓
LVS
LAS VEGAS SANDS CORP
+$1.0K
39
减持
ALK
ALASKA AIR GROUP INC
-$1.0K
269
-6%
增持
CLOV
CLOVER HEALTH INVESTMENTS CO
-$1.0K
300
+50%
减持
MSFT
MICROSOFT CORP
+$0
1,142
-4%