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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 35
增持 54
减持 27
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$6.9M
162,294
+131%
增持
IVV
ISHARES TR
+$6.0M
117,893
+1%
增持
IJH
ISHARES TR
+$1.2M
48,918
+1%
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
EDOW
FIRST TR EXCHANGE TRADED FD
+$1.1M
454,864
+2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.1M
3,081
清仓
WFC
WELLS FARGO CO NEW
-$1.1M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
42
-99%
减持
META
META PLATFORMS INC
-$1.0M
179
-94%
建仓
—
ACCENTURE PLC IRELAND
+$998.0K
2,407
清仓
DOCU
DOCUSIGN INC
-$916.0K
0
-100%
增持
IJR
ISHARES TR
+$908.0K
118,595
+2%
增持
AAPL
APPLE INC
+$852.0K
11,957
+33%
增持
FLV
AMERICAN CENTY ETF TR
+$828.0K
231,098
+3%
清仓
—
ASTRAZENECA PLC
-$706.0K
0
-100%
清仓
EFA
ISHARES TR
-$479.0K
0
-100%
增持
IDXX
IDEXX LABS INC
+$410.0K
1,656
+51%
减持
MS
MORGAN STANLEY
-$248.0K
8,747
-23%
减持
COP
CONOCOPHILLIPS
-$189.0K
13,701
-21%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$170.0K
0
-100%
减持
—
DRAFTKINGS INC
-$147.0K
1,600
-60%
减持
GOOG
ALPHABET INC
-$135.0K
392
-18%
增持
PFLD
ETF SER SOLUTIONS
+$129.0K
15,192
+52%
建仓
EPRF
INNOVATOR ETFS TR
+$117.0K
4,891
建仓
PAVE
GLOBAL X FDS
+$112.0K
3,904
增持
UFOX
ETF SER SOLUTIONS
+$111.0K
5,217
+78%
增持
GOOGL
ALPHABET INC
+$99.0K
408
+1%
增持
INTC
INTEL CORP
+$95.0K
1,987
+1361%
增持
—
ASML HOLDING N V
+$89.0K
1,506
+1%
减持
EFAV
ISHARES TR
-$79.0K
1,562
-41%
增持
PEP
PEPSICO INC
+$78.0K
1,386
+28%
增持
T
AT&T INC
+$75.0K
3,675
+579%
增持
IHAK
ISHARES TR
+$72.0K
4,433
+53%
增持
SCHD
SCHWAB STRATEGIC TR
+$72.0K
7,500
+4%
增持
DGRO
ISHARES TR
+$71.0K
8,588
+6%
增持
—
EXCHANGE TRADED CONCEPTS TR
+$66.0K
7,915
+53%
增持
PREF
PRINCIPAL EXCHANGE-TRADED FD
+$65.0K
8,926
+59%
建仓
CAT
CATERPILLAR INC
+$62.0K
300
建仓
—
VIACOMCBS INC
+$61.0K
2,024
建仓
—
VIACOMCBS INC
+$60.0K
1,193
建仓
CVX
CHEVRON CORP NEW
+$59.0K
500
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$52.0K
1,000
建仓
ABBV
ABBVIE INC
+$51.0K
375
增持
ALTL
PACER FDS TR
+$50.0K
1,919
+110%
增持
C
CITIGROUP INC
+$49.0K
920
+868%
增持
MRK
MERCK & CO INC
+$47.0K
1,389
+76%
增持
BATT
AMPLIFY ETF TR
+$47.0K
18,042
+12%
建仓
QCOM
QUALCOMM INC
+$46.0K
250
减持
MEAR
ISHARES U S ETF TR
-$39.0K
5,976
-11%
建仓
GDXJ
VANECK ETF TRUST
+$37.0K
873
增持
KO
COCA COLA CO
+$36.0K
645
+1333%
减持
IBUY
AMPLIFY ETF TR
-$34.0K
724
-20%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$33.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$33.0K
1,056
-8%
建仓
METV
LISTED FD TR
+$32.0K
2,082
减持
BA
BOEING CO
-$32.0K
141
-48%
增持
—
EXXON MOBIL CORP
+$31.0K
610
+455%
建仓
—
WHEELS UP EXPERIENCE INC
+$31.0K
6,600
减持
CINF
CINCINNATI FINL CORP
-$31.0K
333
-45%
建仓
NXTG
FIRST TR EXCHANGE TRADED FD
+$30.0K
369
建仓
CPB
CAMPBELL SOUP CO
+$29.0K
665
建仓
—
LYONDELLBASELL INDUSTRIES N
+$28.0K
300
减持
QQQJ
INVESCO EXCH TRADED FD TR II
+$28.0K
79,745
-1%
建仓
ABNB
AIRBNB INC
+$26.0K
154
增持
MLPX
GLOBAL X FDS
+$26.0K
1,558
+93%
建仓
STZ
CONSTELLATION BRANDS INC
+$25.0K
100
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.0K
1,016
+97%
增持
GS
GOLDMAN SACHS GROUP INC
+$24.0K
2,649
+1%
建仓
—
LUMINAR TECHNOLOGIES INC
+$23.0K
1,332
减持
—
CARNIVAL CORP
-$23.0K
3,168
-9%
增持
AMZN
AMAZON COM INC
+$23.0K
82
+8%
减持
JPM
JPMORGAN CHASE & CO
-$23.0K
993
-9%
增持
—
JPMORGAN CHASE & CO
+$22.0K
5,375
+31%
清仓
ARKK
ARK ETF TR
-$20.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$18.0K
1,163
-26%
增持
SHYG
ISHARES TR
-$17.0K
138,118
+1%
减持
—
BLACKROCK INVT QUALITY MUN T
-$17.0K
5,815
-15%
建仓
AMAT
APPLIED MATLS INC
+$16.0K
100
增持
BLOK
AMPLIFY ETF TR
+$14.0K
4,044
+22%
增持
HNDL
STRATEGY SHS
+$11.0K
6,365
+3%
增持
BX
BLACKSTONE INC
+$10.0K
315
+19%
增持
QYLD
GLOBAL X FDS
+$10.0K
7,016
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$10.0K
305
-55%
增持
ARKG
ARK ETF TR
-$9.0K
1,846
+13%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$8.0K
5,310
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.0K
216
-19%
建仓
ELV
ANTHEM INC
+$8.0K
18
减持
PG
PROCTER AND GAMBLE CO
+$8.0K
897
-9%
建仓
ON
ON SEMICONDUCTOR CORP
+$7.0K
100
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$7.0K
760
+58%
增持
ULTA
ULTA BEAUTY INC
+$7.0K
31
+94%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$6.0K
77
建仓
SJM
SMUCKER J M CO
+$6.0K
44
清仓
VB
VANGUARD INDEX FDS
-$6.0K
0
-100%
减持
V
VISA INC
-$6.0K
1,027
-0%
建仓
CRM
SALESFORCE COM INC
+$6.0K
25
减持
JNJ
JOHNSON & JOHNSON
-$5.0K
664
-10%
减持
QLD
PROSHARES TR
-$5.0K
100
-49%
建仓
MRNA
MODERNA INC
+$5.0K
19
建仓
TBT
PROSHARES TR
+$5.0K
300
增持
PFF
ISHARES TR
+$5.0K
7,233
+0%
增持
—
INMODE LTD
-$5.0K
500
+100%
清仓
DDM
PROSHARES TR
-$5.0K
0
-100%
建仓
IBB
ISHARES TR
+$5.0K
33
减持
LIT
GLOBAL X FDS
-$5.0K
1,291
-7%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$4.0K
37,814
+0%
清仓
—
GENIUS SPORTS LIMITED
-$4.0K
0
-100%
增持
IGSB
ISHARES TR
+$4.0K
115,834
+1%
增持
—
ETF SER SOLUTIONS
+$3.0K
5,327
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$3.0K
90
-45%
清仓
—
CLEARSIDE BIOMEDICAL INC
-$3.0K
0
-100%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$3.0K
600
+20%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$3.0K
350
+75%
增持
—
HIVE BLOCKCHAIN TECHNLGIES L
+$3.0K
4,350
+45%
建仓
TGT
TARGET CORP
+$3.0K
12
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0K
4
增持
PSEC
PROSPECT CAP CORP
+$2.0K
2,011
+2%
减持
—
TWITTER INC
-$2.0K
58
-32%
清仓
MTUM
ISHARES TR
-$2.0K
0
-100%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$2.0K
250
+11%
增持
BAC
BK OF AMERICA CORP
+$2.0K
939
+0%
建仓
PDD
PINDUODUO INC
+$2.0K
42
清仓
LVS
LAS VEGAS SANDS CORP
-$1.0K
0
-100%
建仓
—
TRAEGER INC
+$1.0K
50
建仓
—
MARPAI INC
+$1.0K
300
清仓
AAXJ
ISHARES TR
-$1.0K
0
-100%
增持
PTBD
PACER FDS TR
-$1.0K
5,391
+0%
清仓
WYNN
WYNN RESORTS LTD
-$1.0K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$1.0K
0
-100%
增持
CLOV
CLOVER HEALTH INVESTMENTS CO
+$0
500
+67%
增持
DIS
DISNEY WALT CO
+$0
299
+11%
建仓
GAP
GAP INC
+$0
3
增持
—
INVESCO MORTGAGE CAPITAL INC
+$0
549
+3%