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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 137 项
建仓 46
增持 62
减持 18
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
VOO
VANGUARD INDEX FDS
+$32.1M
91,233
建仓
ONEY
SPDR SER TR
+$14.2M
151,069
减持
PALC
PACER FDS TR
-$12.4M
1,370
-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。
增持
IVV
ISHARES TR
+$9.3M
182,844
+8%
增持
COWZ
PACER FDS TR
+$2.0M
308,035
+3%
增持
ALTL
PACER FDS TR
+$1.8M
344,646
+1%
减持
IEFA
ISHARES TR
+$1.5M
235,017
-4%
建仓
CVX
CHEVRON CORP NEW
+$1.5M
8,458
增持
IJH
ISHARES TR
+$1.3M
50,460
+1%
减持
MSFT
MICROSOFT CORP
-$1.3M
656
-89%
增持
IJR
ISHARES TR
+$1.1M
124,036
+2%
增持
IYY
ISHARES TR
+$1.1M
12,429
+2361%
增持
SHY
ISHARES TR
+$693.9K
34,026
+34%
增持
CAT
CATERPILLAR INC
+$677.9K
8,098
+5%
减持
IGSB
ISHARES TR
-$530.3K
116,533
-9%
建仓
EFA
ISHARES TR
+$485.3K
7,393
减持
SHYG
ISHARES TR
-$465.5K
69,785
-16%
增持
IEMG
ISHARES INC
+$375.1K
87,090
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$331.5K
6,451
+1525%
增持
KO
COCA COLA CO
+$307.3K
24,309
+10%
增持
HD
HOME DEPOT INC
+$298.2K
5,402
+6%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$230.7K
4,602
增持
SCHD
SCHWAB STRATEGIC TR
+$228.6K
10,399
+24%
增持
IWM
ISHARES TR
+$200.1K
6,476
+15%
建仓
IWR
ISHARES TR
+$196.3K
2,911
减持
PFLD
ETF SER SOLUTIONS
-$183.7K
14,245
-37%
增持
UNH
UNITEDHEALTH GROUP INC
+$178.2K
3,201
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$167.8K
7,501
+120%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$166.6K
20,374
+19%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$165.7K
4,533
减持
IHAK
ISHARES TR
-$145.3K
3,322
-56%
减持
NVDA
NVIDIA CORPORATION
-$138.8K
624
-67%
减持
F
FORD MTR CO DEL
-$126.9K
3,272
-78%
增持
VTEB
VANGUARD MUN BD FDS
+$98.3K
18,656
+9%
清仓
MMIN
INDEXIQ ACTIVE ETF TR
-$91.0K
0
-100%
增持
TAXF
AMERICAN CENTY ETF TR
+$86.5K
19,058
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$80.5K
2,671
+1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$80.0K
17,960
+7%
增持
MUST
COLUMBIA ETF TR I
+$76.2K
44,105
+6%
增持
SHV
ISHARES TR
+$74.5K
760
+805%
建仓
NEAR
ISHARES U S ETF TR
+$74.3K
1,508
增持
AGG
ISHARES TR
+$74.1K
1,022
+293%
清仓
HNDL
STRATEGY SHS
-$71.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$70.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$67.1K
4,342
+58%
增持
XLV
SELECT SECTOR SPDR TR
+$63.0K
515
+758%
减持
AMZN
AMAZON COM INC
-$62.7K
1,634
-8%
增持
PAVE
GLOBAL X FDS
+$62.3K
11,712
+9%
增持
DOW
DOW INC
+$53.8K
1,406
+253%
增持
CLX
CLOROX CO DEL
+$52.6K
403
+1085%
建仓
VUSB
VANGUARD BD INDEX FDS
+$49.5K
1,010
增持
—
EXXON MOBIL CORP
+$44.3K
864
+49%
增持
GD
GENERAL DYNAMICS CORP
+$41.1K
226
+210%
清仓
—
BLACKROCK INVT QUALITY MUN T
-$41.0K
0
-100%
增持
DGRO
ISHARES TR
+$38.0K
6,480
+1%
增持
TACK
CAPITOL SER TR
+$36.5K
11,912
+10%
增持
MRK
MERCK & CO INC
+$35.8K
936
+19%
增持
MMM
3M CO
+$33.8K
991
+29%
增持
JNJ
JOHNSON & JOHNSON
+$32.7K
751
+22%
增持
CVS
CVS HEALTH CORP
+$31.7K
2,465
+19%
增持
MO
ALTRIA GROUP INC
+$29.2K
966
+160%
增持
CINF
CINCINNATI FINL CORP
+$28.9K
429
+157%
建仓
AVGO
BROADCOM INC
+$27.4K
49
增持
PG
PROCTER AND GAMBLE CO
+$27.1K
852
+6%
增持
PEP
PEPSICO INC
+$23.7K
1,072
+3%
增持
COST
COSTCO WHSL CORP NEW
+$21.8K
556
+13%
建仓
XLP
SELECT SECTOR SPDR TR
+$21.4K
287
增持
WMT
WALMART INC
+$20.2K
1,059
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$18.9K
158
+5%
建仓
COP
CONOCOPHILLIPS
+$17.7K
150
清仓
ABNB
AIRBNB INC
-$16.0K
0
-100%
减持
GOOG
ALPHABET INC
-$15.6K
1,605
-2%
建仓
PM
PHILIP MORRIS INTL INC
+$14.7K
145
增持
PFE
PFIZER INC
+$14.1K
1,368
+7%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$14.0K
139
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$13.9K
193
增持
AXP
AMERICAN EXPRESS CO
+$12.9K
541
+9%
建仓
APD
AIR PRODS & CHEMS INC
+$12.3K
40
减持
DIS
DISNEY WALT CO
-$12.2K
389
-20%
建仓
EOG
EOG RES INC
+$11.0K
85
增持
AAPL
APPLE INC
-$10.8K
12,416
+6%
建仓
ADI
ANALOG DEVICES INC
+$10.5K
64
建仓
ABBV
ABBVIE INC
+$10.0K
62
清仓
TQQQ
PROSHARES TR
-$10.0K
0
-100%
建仓
—
BLACKROCK INC
+$9.9K
14
建仓
ACLC
AMERICAN CENTY ETF TR
+$9.6K
200
建仓
NEE
NEXTERA ENERGY INC
+$9.4K
113
建仓
TJX
TJX COS INC NEW
+$9.2K
116
增持
MS
MORGAN STANLEY
+$9.2K
143
+321%
增持
MAR
MARRIOTT INTL INC NEW
+$9.1K
202
+34%
清仓
RH
RH
-$9.0K
0
-100%
建仓
IEUR
ISHARES TR
+$8.9K
187
增持
TXN
TEXAS INSTRS INC
+$8.5K
215
+23%
建仓
PPG
PPG INDS INC
+$8.4K
67
建仓
SYY
SYSCO CORP
+$8.4K
110
建仓
MCD
MCDONALDS CORP
+$8.2K
31
增持
UPS
UNITED PARCEL SERVICE INC
+$8.0K
52
+940%
清仓
ROKU
ROKU INC
-$8.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$7.8K
117
建仓
NSC
NORFOLK SOUTHN CORP
+$7.6K
31
建仓
DOV
DOVER CORP
+$7.6K
56
增持
ABT
ABBOTT LABS
+$7.3K
240
+20%
建仓
CI
CIGNA CORP NEW
+$7.3K
22
建仓
—
CHUBB LIMITED
+$7.3K
33
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$7.0K
0
-100%
建仓
—
EATON CORP PLC
+$6.7K
43
建仓
DE
DEERE & CO
+$6.4K
15
建仓
LLY
LILLY ELI & CO
+$6.2K
17
建仓
PH
PARKER-HANNIFIN CORP
+$5.8K
20
建仓
COR
AMERISOURCEBERGEN CORP
+$5.6K
34
建仓
SCHW
SCHWAB CHARLES CORP
+$5.6K
67
增持
WPC
WP CAREY INC
+$5.6K
404
+8%
建仓
MET
METLIFE INC
+$5.5K
76
建仓
—
NXP SEMICONDUCTORS N V
+$5.4K
34
建仓
CCI
CROWN CASTLE INC
+$5.3K
39
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$5.1K
36
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$5.0K
66
减持
UFOX
ETF SER SOLUTIONS
+$4.7K
4,175
-1%
增持
GLW
CORNING INC
+$4.2K
475
+27%
增持
O
REALTY INCOME CORP
+$4.1K
286
+15%
清仓
IBB
ISHARES TR
-$4.0K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$3.9K
180
+18%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.9K
445
+17%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$3.5K
450
-42%
建仓
WM
WASTE MGMT INC DEL
+$3.5K
22
减持
META
META PLATFORMS INC
-$3.3K
6
-81%
清仓
BLOK
AMPLIFY ETF TR
-$3.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$2.8K
991
+0%
增持
SJM
SMUCKER J M CO
+$2.8K
49
+44%
增持
PSEC
PROSPECT CAP CORP
+$2.5K
2,218
+3%
减持
XBI
SPDR SER TR
-$2.5K
1,380
-6%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.1K
1,259
-1%
减持
INTC
INTEL CORP
-$2.1K
489
-17%
建仓
—
CANO HEALTH INC
+$2.1K
1,500
增持
BTX
BLACKROCK INNOVATION AND GRW
+$1.9K
2,623
+19%
建仓
—
TIDAL ETF TR
+$523
20
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$151
6
+50%
