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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 148 项
建仓 36
增持 43
减持 34
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
EZU
ISHARES INC
+$14.2M
314,704
建仓
SPYM
SPDR SER TR
+$14.2M
294,114
减持
ONEY
SPDR SER TR
-$14.1M
154
-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。
减持
ALTL
PACER FDS TR
-$13.9M
794
-100%
增持
SHY
ISHARES TR
+$8.4M
136,283
+301%
增持
IGSB
ISHARES TR
+$5.3M
220,154
+89%
减持
IVV
ISHARES TR
+$4.7M
182,215
-0%
减持
IJH
ISHARES TR
-$1.4M
43,024
-15%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
41,356
+103%
减持
IJR
ISHARES TR
-$1.0M
110,818
-11%
减持
IEFA
ISHARES TR
-$1.0M
201,431
-14%
增持
FMB
FIRST TR EXCH TRADED FD III
+$820.4K
33,775
+88%
增持
VTEB
VANGUARD MUN BD FDS
+$806.4K
34,143
+83%
增持
KO
COCA COLA CO
+$466.3K
32,443
+33%
增持
VUSB
VANGUARD BD INDEX FDS
+$414.4K
9,422
+833%
减持
IYY
ISHARES TR
-$414.2K
7,468
-40%
减持
AAPL
APPLE INC
+$401.9K
12,220
-2%
减持
VOO
VANGUARD INDEX FDS
-$400.5K
84,169
-8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$391.7K
12,369
+169%
增持
NEAR
ISHARES U S ETF TR
+$391.0K
9,382
+522%
增持
MUST
COLUMBIA ETF TR I
+$361.5K
60,652
+38%
增持
TAXF
AMERICAN CENTY ETF TR
+$357.9K
25,629
+34%
增持
CVX
CHEVRON CORP NEW
+$355.9K
11,486
+36%
增持
HD
HOME DEPOT INC
+$307.1K
6,822
+26%
建仓
MEAR
ISHARES U S ETF TR
+$304.7K
6,099
增持
UNH
UNITEDHEALTH GROUP INC
+$267.0K
4,156
+30%
增持
SHV
ISHARES TR
+$231.6K
2,852
+275%
减持
CVS
CVS HEALTH CORP
-$215.4K
193
-92%
增持
AGG
ISHARES TR
+$207.3K
3,075
+201%
清仓
IWR
ISHARES TR
-$196.3K
0
-100%
减持
COWZ
PACER FDS TR
+$169.1K
307,045
-0%
增持
CAT
CATERPILLAR INC
+$167.0K
9,207
+14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$166.1K
1,266
+566%
增持
SCHD
SCHWAB STRATEGIC TR
+$148.6K
12,768
+23%
减持
IWM
ISHARES TR
-$145.3K
5,515
-15%
建仓
IHDG
WISDOMTREE TR
+$122.8K
3,116
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$117.3K
8,586
+33%
增持
FDVV
FIDELITY COVINGTON TRUST
+$111.7K
10,280
+37%
减持
XBI
SPDR SER TR
-$110.6K
52
-96%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$107.8K
6,438
减持
UFOX
ETF SER SOLUTIONS
-$106.5K
556
-87%
增持
PFLD
ETF SER SOLUTIONS
+$106.1K
19,062
+34%
减持
IHAK
ISHARES TR
-$105.5K
115
-97%
减持
IEMG
ISHARES INC
-$100.1K
81,307
-7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$92.6K
343
-73%
增持
MSFT
MICROSOFT CORP
+$71.6K
794
+21%
增持
GOOG
ALPHABET INC
+$67.3K
2,016
+26%
减持
XLV
SELECT SECTOR SPDR TR
-$62.2K
60
-88%
增持
TACK
CAPITOL SER TR
+$61.8K
14,044
+18%
清仓
CLX
CLOROX CO DEL
-$56.6K
0
-100%
建仓
REGL
PROSHARES TR
+$56.0K
791
减持
EFA
ISHARES TR
-$51.1K
6,070
-18%
减持
SPY
SPDR S&P 500 ETF TR
+$48.7K
2,614
-2%
清仓
PALC
PACER FDS TR
-$48.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$47.1K
1,299
+50%
清仓
CINF
CINCINNATI FINL CORP
-$43.9K
0
-100%
增持
BA
BOEING CO
+$42.6K
327
+132%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$35.8K
332
+54%
增持
GD
GENERAL DYNAMICS CORP
+$33.2K
391
+73%
清仓
VO
VANGUARD INDEX FDS
-$32.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$31.9K
5,220
+20%
增持
COST
COSTCO WHSL CORP NEW
+$27.4K
566
+2%
减持
AMZN
AMAZON COM INC
+$27.4K
1,594
-2%
增持
—
LUMINAR TECHNOLOGIES INC
+$25.8K
4,998
+275%
增持
DGRO
ISHARES TR
+$25.0K
6,982
+8%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$24.8K
0
-100%
增持
MMM
3M CO
+$23.2K
1,351
+36%
清仓
XLP
SELECT SECTOR SPDR TR
-$21.4K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$20.2K
107
-73%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$19.7K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$19.6K
0
-100%
增持
DOW
DOW INC
+$18.3K
1,627
+16%
清仓
BTX
BLACKROCK INNOVATION AND GRW
-$17.9K
0
-100%
清仓
IWN
ISHARES TR
-$14.6K
0
-100%
减持
WPC
WP CAREY INC
-$14.1K
225
-44%
增持
JNJ
JOHNSON & JOHNSON
-$13.5K
769
+2%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$12.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$11.4K
911
-6%
建仓
MCHI
ISHARES TR
+$10.0K
200
增持
MO
ALTRIA GROUP INC
+$8.9K
1,190
+23%
减持
O
REALTY INCOME CORP
-$8.9K
146
-49%
增持
DIS
DISNEY WALT CO
+$8.6K
423
+9%
减持
WMT
WALMART INC
-$8.2K
963
-9%
清仓
SJM
SMUCKER J M CO
-$7.8K
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES N
-$7.2K
82
-54%
增持
INTC
INTEL CORP
+$6.8K
605
+24%
减持
PEP
PEPSICO INC
-$6.8K
1,025
-4%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$6.6K
0
-100%
建仓
TLT
ISHARES TR
+$6.0K
56
清仓
VOE
VANGUARD INDEX FDS
-$5.8K
0
-100%
减持
V
VISA INC
+$5.7K
721
-5%
清仓
COR
AMERISOURCEBERGEN CORP
-$5.6K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$5.6K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$5.5K
334
-7%
清仓
MET
METLIFE INC
-$5.5K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$5.3K
109
清仓
GOOGL
ALPHABET INC
-$5.3K
0
-100%
清仓
GVI
ISHARES TR
-$5.2K
0
-100%
清仓
SPIB
SPDR SER TR
-$5.1K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$5.0K
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$4.9K
0
-100%
建仓
—
DIREXION SHS ETF TR
+$4.8K
166
清仓
USHY
ISHARES TR
-$4.6K
0
-100%
增持
F
FORD MTR CO DEL
+$4.4K
3,372
+3%
减持
PG
PROCTER AND GAMBLE CO
-$4.2K
840
-1%
清仓
VUG
VANGUARD INDEX FDS
-$4.0K
0
-100%
建仓
—
INVESCO EXCHANGE TRADED FD T
+$4.0K
804
清仓
TIP
ISHARES TR
-$3.8K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$3.8K
24
减持
SHYG
ISHARES TR
+$3.4K
68,543
-2%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$3.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$3.3K
953
-5%
清仓
EMB
ISHARES TR
-$3.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$2.5K
18
建仓
—
BANK MONTREAL MEDIUM
+$2.4K
6
建仓
IJS
ISHARES TR
+$2.3K
25
清仓
BLV
VANGUARD BD INDEX FDS
-$2.2K
0
-100%
建仓
TQQQ
PROSHARES TR
+$2.1K
75
增持
PCAR
PACCAR INC
+$1.3K
183
+50%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.2K
0
-100%
建仓
OIS
OIL STS INTL INC
+$1.2K
143
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$1.1K
0
-100%
建仓
PARR
PAR PAC HOLDINGS INC
+$1.1K
38
清仓
IWO
ISHARES TR
-$1.1K
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.0K
8
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$1.0K
21
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$1.0K
19
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$998
37
清仓
EMLC
VANECK ETF TRUST
-$945
0
-100%
建仓
OILU
BANK MONTREAL MEDIUM
+$876
22
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$849
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
+$834
182
-10%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$764
34
建仓
IEF
ISHARES TR
+$694
7
建仓
MBB
ISHARES TR
+$664
7
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$657
8
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$655
11
建仓
BBAX
J P MORGAN EXCHANGE TRADED F
+$639
13
建仓
—
PIONEER NAT RES CO
+$613
3
清仓
—
TIDAL ETF TR
-$523
0
-100%
建仓
CECO
CECO ENVIRONMENTAL CORP
+$504
36
增持
ABT
ABBOTT LABS
+$484
265
+10%
建仓
HRI
HERC HLDGS INC
+$342
3
增持
PSEC
PROSPECT CAP CORP
+$336
2,276
+3%
建仓
GOVT
ISHARES TR
+$328
14
建仓
CVNA
CARVANA CO
+$294
30
建仓
CVY
INVESCO EXCHANGE TRADED FD T
+$43
2
建仓
TFC
TRUIST FINL CORP
+$23
1
