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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 148 项
建仓 22
增持 54
减持 26
清仓 46
方向
标的
Δ市值
现股数(环比)
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$14.8M
301,881
建仓
MOAT
VANECK ETF TRUST
+$14.8M
185,078
减持
VOO
VANGUARD INDEX FDS
-$14.5M
42,184
-50%
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
COWZ
PACER FDS TR
-$14.4M
0
-100%
清仓
SPYM
SPDR SER TR
-$14.2M
0
-100%
减持
IVV
ISHARES TR
+$6.2M
181,933
-0%
增持
IGSB
ISHARES TR
+$4.2M
305,636
+39%
增持
SHY
ISHARES TR
+$4.0M
187,210
+37%
清仓
IEMG
ISHARES INC
-$4.0M
0
-100%
减持
SHYG
ISHARES TR
-$2.8M
1,632
-98%
增持
BA
BOEING CO
+$2.0M
9,594
+2834%
减持
HD
HOME DEPOT INC
-$1.9M
385
-94%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.7M
1,181
-97%
建仓
MMIN
INDEXIQ ACTIVE ETF TR
+$1.3M
53,037
增持
EZU
ISHARES INC
+$1.0M
331,912
+5%
清仓
IYY
ISHARES TR
-$747.3K
0
-100%
减持
IJH
ISHARES TR
+$472.3K
42,968
-0%
增持
IEFA
ISHARES TR
+$388.2K
205,242
+2%
减持
PFLD
ETF SER SOLUTIONS
-$376.7K
1,184
-94%
增持
AAPL
APPLE INC
+$370.5K
12,299
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$309.2K
2,885
-66%
增持
REGL
PROSHARES TR
+$296.0K
5,009
+533%
减持
IJR
ISHARES TR
+$265.0K
110,196
-1%
增持
CAT
CATERPILLAR INC
+$258.2K
9,612
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$248.8K
2,732
+116%
增持
IHDG
WISDOMTREE TR
+$244.4K
9,141
+193%
增持
MUST
COLUMBIA ETF TR I
+$242.5K
72,799
+20%
增持
TAXF
AMERICAN CENTY ETF TR
+$238.7K
30,583
+19%
增持
PEP
PEPSICO INC
+$215.6K
2,173
+112%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$211.1K
45,638
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$181.0K
593
-89%
增持
SCHD
SCHWAB STRATEGIC TR
+$167.0K
15,163
+19%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$160.9K
0
-100%
增持
NEAR
ISHARES U S ETF TR
+$158.9K
12,555
+34%
增持
VUSB
VANGUARD BD INDEX FDS
+$158.5K
12,662
+34%
清仓
MMM
3M CO
-$142.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$129.1K
4,355
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$128.4K
31,885
-7%
增持
MEAR
ISHARES U S ETF TR
+$111.5K
8,342
+37%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$107.8K
0
-100%
建仓
TLTW
ISHARES TR
+$107.4K
3,207
建仓
—
AMERICAN CENTY ETF TR
+$105.7K
2,978
增持
AGG
ISHARES TR
+$104.0K
4,190
+36%
增持
SHV
ISHARES TR
+$100.9K
3,767
+32%
增持
QDPL
PACER FDS TR
+$99.3K
3,929
+356%
建仓
XYLD
GLOBAL X FDS
+$92.6K
2,255
减持
SPY
SPDR S&P 500 ETF TR
+$88.1K
2,613
-0%
建仓
TSLA
TESLA INC
+$66.2K
253
建仓
CBT
CABOT CORP
+$53.7K
803
增持
CVX
CHEVRON CORP NEW
+$51.4K
12,236
+7%
减持
MO
ALTRIA GROUP INC
-$48.1K
111
-91%
增持
GOOG
ALPHABET INC
+$48.0K
2,130
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$41.1K
10,884
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$39.7K
417
+26%
增持
YUM
YUM BRANDS INC
+$38.5K
302
+1108%
建仓
QQQ
INVESCO QQQ TR
+$33.2K
90
清仓
ALTL
PACER FDS TR
-$30.1K
0
-100%
减持
MSFT
MICROSOFT CORP
+$28.2K
755
-5%
增持
JNJ
JOHNSON & JOHNSON
+$28.0K
889
+16%
增持
MRK
MERCK & CO INC
+$27.9K
1,105
+18%
增持
WMT
WALMART INC
+$27.9K
1,081
+12%
增持
KO
COCA COLA CO
+$26.7K
33,861
+4%
增持
JPM
JPMORGAN CHASE & CO
+$25.6K
992
+9%
增持
V
VISA INC
+$25.3K
791
+10%
清仓
UNP
UNION PAC CORP
-$22.1K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$22.1K
258
-54%
增持
GD
GENERAL DYNAMICS CORP
+$20.7K
511
+31%
清仓
CSX
CSX CORP
-$20.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$18.5K
91
+194%
增持
SBUX
STARBUCKS CORP
+$17.6K
230
+360%
清仓
USB
US BANCORP DEL
-$16.7K
0
-100%
建仓
YUMC
YUM CHINA HLDGS INC
+$14.7K
260
清仓
ONEY
SPDR SER TR
-$14.5K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$14.5K
137
+163%
减持
NNN
NNN REIT INC
-$13.5K
222
-57%
建仓
SHW
SHERWIN WILLIAMS CO
+$13.0K
49
清仓
MS
MORGAN STANLEY
-$12.6K
0
-100%
建仓
IJJ
ISHARES TR
+$11.9K
111
增持
DGRO
ISHARES TR
+$11.8K
7,002
+0%
清仓
ALK
ALASKA AIR GROUP INC
-$11.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$10.6K
260
+130%
增持
TLT
ISHARES TR
+$10.1K
156
+179%
增持
PG
PROCTER AND GAMBLE CO
+$10.0K
889
+6%
清仓
EOG
EOG RES INC
-$9.7K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$9.6K
183
+16%
清仓
—
BLACKROCK INC
-$9.4K
0
-100%
减持
PFE
PFIZER INC
-$9.3K
1,267
-7%
建仓
—
CHARGEPOINT HOLDINGS INC
+$8.8K
1,000
减持
F
FORD MTR CO DEL
+$8.1K
3,342
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$7.9K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$6.9K
85
减持
XLK
SELECT SECTOR SPDR TR
+$6.4K
327
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$6.0K
228
-40%
建仓
HSBC
HSBC HLDGS PLC
+$5.9K
150
减持
VTI
VANGUARD INDEX FDS
-$5.7K
857
-10%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$5.3K
0
-100%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$5.1K
339
+239%
清仓
NEM
NEWMONT CORP
-$4.9K
0
-100%
清仓
—
DIREXION SHS ETF TR
-$4.8K
0
-100%
清仓
EPR
EPR PPTYS
-$4.6K
0
-100%
建仓
LQDW
ISHARES TR
+$4.5K
133
增持
DOW
DOW INC
+$4.4K
1,757
+8%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$4.0K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$4.0K
52
建仓
WAT
WATERS CORP
+$4.0K
15
建仓
—
KELLOGG CO
+$4.0K
59
建仓
NKE
NIKE INC
+$4.0K
36
清仓
LNG
CHENIERE ENERGY INC
-$3.8K
0
-100%
清仓
QLD
PROSHARES TR
-$3.7K
0
-100%
增持
SMH
VANECK ETF TRUST
+$3.4K
164
+100%
增持
GLW
CORNING INC
+$3.1K
567
+19%
减持
—
LUMINAR TECHNOLOGIES INC
-$2.6K
4,332
-13%
清仓
—
HIVE BLOCKCHAIN TECHNLGIES L
-$2.5K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$2.5K
0
-100%
清仓
—
BANK MONTREAL MEDIUM
-$2.4K
0
-100%
清仓
IJS
ISHARES TR
-$2.3K
0
-100%
增持
CSCO
CISCO SYS INC
+$2.3K
1,605
+4%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.2K
44
-76%
清仓
TQQQ
PROSHARES TR
-$2.1K
0
-100%
减持
IHAK
ISHARES TR
-$2.1K
55
-52%
增持
CVS
CVS HEALTH CORP
+$1.8K
234
+21%
增持
O
REALTY INCOME CORP
+$1.5K
179
+23%
建仓
KNF
KNIFE RIVER CORP
+$1.4K
32
增持
PSEC
PROSPECT CAP CORP
-$1.3K
2,344
+3%
增持
DIS
DISNEY WALT CO
+$1.2K
488
+15%
清仓
OIS
OIL STS INTL INC
-$1.2K
0
-100%
清仓
PARR
PAR PAC HOLDINGS INC
-$1.1K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.0K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$1.0K
0
-100%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$1.0K
0
-100%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$998
0
-100%
清仓
OILU
BANK MONTREAL MEDIUM
-$876
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$844
178
-12%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$791
75
+50%
清仓
MISL
FIRST TR EXCHANGE-TRADED FD
-$764
0
-100%
清仓
IEF
ISHARES TR
-$694
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
-$673
12,400
+0%
清仓
MBB
ISHARES TR
-$664
0
-100%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$655
0
-100%
清仓
BBAX
J P MORGAN EXCHANGE TRADED F
-$639
0
-100%
清仓
—
PIONEER NAT RES CO
-$613
0
-100%
建仓
ARTY
ISHARES TR
+$529
16
清仓
CECO
CECO ENVIRONMENTAL CORP
-$504
0
-100%
清仓
HRI
HERC HLDGS INC
-$342
0
-100%
清仓
GOVT
ISHARES TR
-$328
0
-100%
减持
XBI
SPDR SER TR
+$114
49
-6%
增持
BAC
BANK AMERICA CORP
+$108
992
+0%
清仓
TFC
TRUIST FINL CORP
-$23
0
-100%