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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 125 项
建仓 21
增持 59
减持 26
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$16.9M
169,914
+46%
减持
SHY
ISHARES TR
-$4.0M
25,467
-65%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$2.3M
0
-100%
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。
清仓
MUSI
AMERICAN CENTY ETF TR
-$2.3M
0
-100%
增持
COWZ
PACER FDS TR
+$1.6M
299,613
+21%
增持
KO
COCA COLA CO
+$1.2M
22,126
+49069%
减持
DOW
DOW INC
-$1.1M
398
-98%
减持
SHYG
ISHARES TR
-$764.0K
83,112
-17%
减持
IGSB
ISHARES TR
-$717.0K
128,575
-8%
增持
IJH
ISHARES TR
+$512.0K
49,721
+8%
增持
ALTL
PACER FDS TR
-$475.0K
339,924
+10%
增持
IEFA
ISHARES TR
-$426.0K
245,921
+8%
增持
PFLD
ETF SER SOLUTIONS
+$302.0K
22,485
+182%
增持
TACK
CAPITOL SER TR
+$181.0K
10,845
+324%
建仓
VTI
VANGUARD INDEX FDS
+$179.0K
1,000
增持
PALC
PACER FDS TR
+$104.0K
390,309
+9%
增持
IEMG
ISHARES INC
-$102.0K
85,892
+11%
清仓
LQD
ISHARES TR
-$93.0K
0
-100%
减持
QDPL
PACER FDS TR
-$92.0K
862
-78%
建仓
MMM
3M CO
+$85.0K
766
增持
FMB
FIRST TR EXCH TRADED FD III
+$80.0K
16,829
+15%
增持
HD
HOME DEPOT INC
+$78.0K
5,102
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$78.0K
2,749
+433%
减持
DGRO
ISHARES TR
-$71.0K
6,424
-14%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$70.0K
256
增持
AXP
AMERICAN EXPRESS CO
+$66.0K
497
+7000%
增持
PAVE
GLOBAL X FDS
+$66.0K
10,775
+35%
增持
FDVV
FIDELITY COVINGTON TRUST
+$65.0K
3,402
+158%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$61.0K
17,153
+8%
增持
F
FORD MTR CO DEL
+$61.0K
14,755
+57%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$58.0K
3,964
+195%
增持
AMZN
AMAZON COM INC
+$57.0K
1,774
+31%
减持
HDV
ISHARES TR
-$56.0K
493
-51%
减持
SCHB
SCHWAB STRATEGIC TR
-$54.0K
380
-76%
清仓
—
ETF SER SOLUTIONS
-$52.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$51.0K
7,693
+14%
增持
MSFT
MICROSOFT CORP
-$50.0K
6,070
+6%
减持
DVY
ISHARES TR
-$50.0K
325
-55%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$46.0K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$43.0K
378
-71%
清仓
EDOW
FIRST TR EXCHANGE TRADED FD
-$41.0K
0
-100%
增持
TAXF
AMERICAN CENTY ETF TR
+$39.0K
17,756
+10%
清仓
IEI
ISHARES TR
-$36.0K
0
-100%
清仓
—
JPMORGAN CHASE & CO
-$32.0K
0
-100%
增持
AAPL
APPLE INC
+$31.0K
11,753
+1%
减持
EFAV
ISHARES TR
-$30.0K
110
-81%
增持
IHAK
ISHARES TR
+$28.0K
7,523
+16%
增持
NVDA
NVIDIA CORPORATION
+$28.0K
1,895
+42%
减持
XBI
SPDR SER TR
-$27.0K
1,475
-24%
增持
TXN
TEXAS INSTRS INC
+$25.0K
175
+994%
减持
UFOX
ETF SER SOLUTIONS
-$23.0K
4,200
-7%
增持
COST
COSTCO WHSL CORP NEW
+$22.0K
492
+12%
增持
WMT
WALMART INC
+$21.0K
1,006
+13%
增持
MOS
MOSAIC CO NEW
+$21.0K
2,383
+19%
清仓
DRSK
ETF SER SOLUTIONS
-$21.0K
0
-100%
增持
GOOG
ALPHABET INC
-$21.0K
1,640
+1900%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$20.0K
397
建仓
USB
US BANCORP DEL
+$19.0K
462
增持
MLPX
GLOBAL X FDS
+$19.0K
724
+266%
增持
VTEB
VANGUARD MUN BD FDS
+$18.0K
17,138
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.0K
3,007
+3%
减持
CWB
SPDR SER TR
-$16.0K
250
-50%
增持
CVS
CVS HEALTH CORP
+$16.0K
2,077
+6%
清仓
CVY
INVESCO EXCHANGE TRADED FD T
-$16.0K
0
-100%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$16.0K
2,204
建仓
MO
ALTRIA GROUP INC
+$15.0K
372
建仓
GD
GENERAL DYNAMICS CORP
+$15.0K
73
增持
SCHD
SCHWAB STRATEGIC TR
-$15.0K
8,381
+5%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$15.0K
1,271
-6%
增持
HNDL
STRATEGY SHS
+$15.0K
3,709
+36%
清仓
DKNG
DRAFTKINGS INC NEW
-$15.0K
0
-100%
建仓
O
REALTY INCOME CORP
+$14.0K
249
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$13.0K
775
减持
ULTA
ULTA BEAUTY INC
-$12.0K
16
-65%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$11.0K
152
减持
—
CARNIVAL CORP
-$11.0K
2,265
-29%
建仓
XLU
SELECT SECTOR SPDR TR
+$10.0K
150
建仓
TQQQ
PROSHARES TR
+$10.0K
500
清仓
XLRE
SELECT SECTOR SPDR TR
-$10.0K
0
-100%
清仓
—
J P MORGAN EXCHANGE TRADED F
-$10.0K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$10.0K
31
清仓
PFF
ISHARES TR
-$10.0K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$9.0K
167
-17%
建仓
SHV
ISHARES TR
+$9.0K
84
减持
T
AT&T INC
-$9.0K
185
-68%
清仓
XYLD
GLOBAL X FDS
-$9.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$8.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$8.0K
970
+1%
建仓
ROKU
ROKU INC
+$8.0K
138
增持
MUST
COLUMBIA ETF TR I
+$8.0K
41,753
+5%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$8.0K
522
+74%
清仓
TBT
PROSHARES TR
-$8.0K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$7.0K
200
-54%
建仓
XLV
SELECT SECTOR SPDR TR
+$7.0K
60
增持
IYY
ISHARES TR
+$7.0K
505
+25%
增持
INTC
INTEL CORP
-$7.0K
589
+0%
增持
WPC
WP CAREY INC
+$7.0K
375
+67%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$7.0K
0
-100%
减持
META
META PLATFORMS INC
-$6.0K
31
-52%
增持
CSCO
CISCO SYS INC
+$6.0K
1,544
+18%
增持
IJR
ISHARES TR
-$6.0K
121,565
+6%
建仓
SJM
SMUCKER J M CO
+$5.0K
34
减持
QLD
PROSHARES TR
-$5.0K
74
-63%
增持
—
BLACKROCK INVT QUALITY MUN T
+$4.0K
3,300
+21%
减持
NFLX
NETFLIX INC
+$4.0K
96
-14%
建仓
CLX
CLOROX CO DEL
+$4.0K
34
增持
DIS
DISNEY WALT CO
+$4.0K
486
+9%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$4.0K
95
+171%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$3.0K
100
-60%
增持
PFE
PFIZER INC
-$3.0K
1,280
+14%
增持
—
DUPONT DE NEMOURS INC
+$3.0K
79
+339%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$2.0K
881
+17%
增持
—
EXXON MOBIL CORP
+$2.0K
579
+1%
增持
EEM
ISHARES TR
+$2.0K
253
+42%
增持
PSEC
PROSPECT CAP CORP
-$2.0K
2,161
+3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0K
4
增持
WBD
WARNER BROS DISCOVERY INC
+$1.0K
202
+359%
增持
—
HIVE BLOCKCHAIN TECHNLGIES L
+$1.0K
765
+14%
减持
VBK
VANGUARD INDEX FDS
-$1.0K
25
-11%
减持
VAW
VANGUARD WORLD FDS
-$1.0K
29
-12%
增持
BAC
BK OF AMERICA CORP
+$1.0K
990
+5%
增持
GOOGL
ALPHABET INC
-$1.0K
60
+1900%
建仓
KMI
KINDER MORGAN INC DEL
+$0
3
清仓
—
THE LION ELECTRIC COMPANY
+$0
0
-100%
增持
EPR
EPR PPTYS
+$0
120
+60%
