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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 143 项
建仓 52
增持 35
减持 30
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$22.7M
116,121
-21%
增持
COWZ
PACER FDS TR
+$10.6M
248,545
+8095%
建仓
SHY
ISHARES TR
+$6.0M
72,730
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。
减持
IEFA
ISHARES TR
-$4.8M
227,344
-13%
减持
IJH
ISHARES TR
-$3.1M
45,926
-9%
增持
IEMG
ISHARES INC
+$2.9M
77,325
+375%
减持
IJR
ISHARES TR
-$2.6M
114,757
-6%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
49,199
建仓
MUSI
AMERICAN CENTY ETF TR
+$2.3M
51,443
减持
SHYG
ISHARES TR
-$2.2M
100,696
-29%
清仓
—
HUTTIG BLDG PRODS INC
-$1.7M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.5M
2,927
清仓
SNPS
SYNOPSYS INC
-$1.4M
0
-100%
增持
ALTL
PACER FDS TR
+$1.3M
309,087
+22%
增持
HD
HOME DEPOT INC
+$1.3M
4,848
+32220%
清仓
DDOG
DATADOG INC
-$1.3M
0
-100%
增持
PALC
PACER FDS TR
+$1.3M
356,544
+27%
清仓
COP
CONOCOPHILLIPS
-$1.3M
0
-100%
清仓
KLAC
KLA CORP
-$1.2M
0
-100%
建仓
CAT
CATERPILLAR INC
+$1.2M
6,775
清仓
ZS
ZSCALER INC
-$1.2M
0
-100%
清仓
INTU
INTUIT
-$1.2M
0
-100%
建仓
DOW
DOW INC
+$1.2M
22,432
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$1.0M
1,344
-97%
减持
GOOG
ALPHABET INC
-$958.0K
82
-80%
减持
GOOGL
ALPHABET INC
-$955.0K
3
-99%
清仓
AVGO
BROADCOM INC
-$935.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$880.0K
0
-100%
增持
IGSB
ISHARES TR
+$873.0K
139,530
+17%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$802.0K
15,832
减持
LOW
LOWES COS INC
-$792.0K
507
-88%
增持
VTEB
VANGUARD MUN BD FDS
+$756.0K
16,158
+1534%
增持
TAXF
AMERICAN CENTY ETF TR
+$756.0K
16,183
+1540%
增持
MUST
COLUMBIA ETF TR I
+$754.0K
39,908
+1539%
增持
FMB
FIRST TR EXCH TRADED FD III
+$680.0K
14,626
+1184%
建仓
VV
VANGUARD INDEX FDS
+$651.0K
3,780
减持
AAPL
APPLE INC
-$464.0K
11,652
-1%
增持
MSFT
MICROSOFT CORP
+$411.0K
5,701
+67%
清仓
BATT
AMPLIFY ETF TR
-$325.0K
0
-100%
减持
PFLD
ETF SER SOLUTIONS
-$310.0K
7,979
-61%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$283.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$214.0K
2,634
-2%
建仓
COST
COSTCO WHSL CORP NEW
+$210.0K
439
增持
IWM
ISHARES TR
-$183.0K
5,635
+2%
增持
CVS
CVS HEALTH CORP
+$176.0K
1,959
+3165%
减持
DGRO
ISHARES TR
-$169.0K
7,503
-24%
增持
AMZN
AMAZON COM INC
-$167.0K
1,350
+1321%
减持
UFOX
ETF SER SOLUTIONS
-$143.0K
4,533
-41%
清仓
MUB
ISHARES TR
-$134.0K
0
-100%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$125.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$118.0K
1,331
+14%
减持
HNDL
STRATEGY SHS
-$117.0K
2,726
-62%
减持
—
ETF SER SOLUTIONS
-$111.0K
2,725
-59%
减持
META
META PLATFORMS INC
-$109.0K
65
-88%
清仓
PYPL
PAYPAL HLDGS INC
-$105.0K
0
-100%
清仓
ARKG
ARK ETF TR
-$95.0K
0
-100%
清仓
EPRF
INNOVATOR ETFS TR
-$94.0K
0
-100%
增持
XBI
SPDR SER TR
+$94.0K
1,943
+247%
减持
SCHD
SCHWAB STRATEGIC TR
-$88.0K
7,991
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$60.0K
1,580
+732%
增持
TACK
CAPITOL SER TR
+$60.0K
2,560
+12700%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$59.0K
1,288
减持
DRSK
ETF SER SOLUTIONS
-$57.0K
815
-71%
减持
IHAK
ISHARES TR
-$53.0K
6,488
-1%
增持
F
FORD MTR CO DEL
+$49.0K
9,382
+189%
减持
QDPL
PACER FDS TR
-$48.0K
3,969
-16%
增持
HDV
ISHARES TR
+$48.0K
1,003
+103%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$44.0K
1,345
+81%
增持
DVY
ISHARES TR
+$43.0K
725
+123%
减持
INTC
INTEL CORP
-$42.0K
588
-54%
减持
V
VISA INC
-$42.0K
755
-12%
建仓
EDOW
FIRST TR EXCHANGE TRADED FD
+$41.0K
1,500
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$40.0K
0
-100%
建仓
IEI
ISHARES TR
+$36.0K
300
减持
WMT
WALMART INC
-$33.0K
893
-6%
减持
BLOK
AMPLIFY ETF TR
-$31.0K
160
-84%
清仓
BUG
GLOBAL X FDS
-$31.0K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$31.0K
157
减持
NFLX
NETFLIX INC
-$30.0K
111
-15%
增持
LQD
ISHARES TR
+$30.0K
845
+63%
建仓
BND
VANGUARD BD INDEX FDS
+$29.0K
391
增持
IYY
ISHARES TR
+$28.0K
405
+406%
建仓
AGG
ISHARES TR
+$26.0K
260
清仓
—
DRAFTKINGS INC
-$25.0K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$24.0K
356
建仓
UNP
UNION PAC CORP
+$23.0K
110
减持
CINF
CINCINNATI FINL CORP
-$22.0K
200
-40%
建仓
VNQ
VANGUARD INDEX FDS
+$22.0K
238
减持
XYLD
GLOBAL X FDS
-$21.0K
200
-67%
建仓
CSX
CSX CORP
+$20.0K
675
清仓
ILCB
ISHARES TR
-$19.0K
0
-100%
建仓
CVY
INVESCO EXCHANGE TRADED FD T
+$16.0K
800
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$16.0K
396
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
-$16.0K
50
-89%
增持
PAVE
GLOBAL X FDS
+$16.0K
7,972
+36%
建仓
ITOT
ISHARES TR
+$15.0K
175
建仓
DKNG
DRAFTKINGS INC NEW
+$15.0K
1,300
建仓
IWN
ISHARES TR
+$14.0K
105
清仓
HYG
ISHARES TR
-$14.0K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$14.0K
1,317
+68%
增持
CWB
SPDR SER TR
+$13.0K
500
+100%
建仓
NNN
NATIONAL RETAIL PROPERTIES I
+$13.0K
300
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$13.0K
292
清仓
—
PREFERRED APT CMNTYS INC
-$12.0K
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$11.0K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$10.0K
250
建仓
—
J P MORGAN EXCHANGE TRADED F
+$10.0K
317
建仓
VTV
VANGUARD INDEX FDS
+$10.0K
73
增持
BAC
BK OF AMERICA CORP
-$10.0K
940
+0%
增持
DIS
DISNEY WALT CO
-$10.0K
446
+18%
建仓
XLF
SELECT SECTOR SPDR TR
+$9.0K
300
建仓
AMD
ADVANCED MICRO DEVICES INC
+$8.0K
100
清仓
QQQ
INVESCO QQQ TR
-$8.0K
0
-100%
建仓
RH
RH
+$7.0K
35
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$7.0K
169
增持
XLK
SELECT SECTOR SPDR TR
-$6.0K
361
+10%
建仓
VBK
VANGUARD INDEX FDS
+$6.0K
28
建仓
VOE
VANGUARD INDEX FDS
+$6.0K
43
清仓
—
HIVE BLOCKCHAIN TECHNLGIES L
-$5.0K
0
-100%
建仓
SPIB
SPDR SER TR
+$5.0K
160
建仓
GVI
ISHARES TR
+$5.0K
51
建仓
VAW
VANGUARD WORLD FDS
+$5.0K
33
建仓
USHY
ISHARES TR
+$5.0K
134
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$4.0K
7,760
+30%
建仓
VUG
VANGUARD INDEX FDS
+$4.0K
19
建仓
TIP
ISHARES TR
+$4.0K
36
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0K
45
建仓
MS
MORGAN STANLEY
+$3.0K
34
增持
XGDVX
GABELLI DIVID & INCOME TR
+$3.0K
250
+150%
增持
DBX
DROPBOX INC
+$3.0K
250
+150%
建仓
EMB
ISHARES TR
+$3.0K
35
建仓
MDU
MDU RES GROUP INC
+$3.0K
128
建仓
—
HIVE BLOCKCHAIN TECHNLGIES L
+$2.0K
670
增持
PSEC
PROSPECT CAP CORP
-$2.0K
2,108
+3%
清仓
HPS
HANCOCK JOHN PFD INCOME FD I
-$2.0K
0
-100%
减持
PFF
ISHARES TR
-$2.0K
300
-10%
建仓
BLV
VANGUARD BD INDEX FDS
+$2.0K
30
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.0K
11
建仓
WBD
WARNER BROS DISCOVERY INC
+$1.0K
44
增持
T
AT&T INC
+$1.0K
585
+23%
建仓
EMLC
VANECK ETF TRUST
+$1.0K
39
建仓
IWO
ISHARES TR
+$1.0K
5
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.0K
27