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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 40
增持 60
减持 24
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
SPYM
SPDR SER TR
+$16.6M
297,395
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$15.2M
0
-100%
增持
IVV
ISHARES TR
+$9.4M
189,625
+0%
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。
建仓
CRM
SALESFORCE INC
+$2.6M
9,724
增持
MOAT
VANECK ETF TRUST
+$2.1M
207,983
+2%
增持
IJR
ISHARES TR
+$2.0M
119,194
+3%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
43,327
+0%
减持
KO
COCA COLA CO
-$2.0M
559
-98%
增持
VO
VANGUARD INDEX FDS
+$1.6M
50,375
+4%
增持
IJH
ISHARES TR
+$1.6M
46,356
+3%
增持
IEFA
ISHARES TR
+$1.5M
221,516
+1%
清仓
MMIN
INDEXIQ ACTIVE ETF TR
-$1.1M
0
-100%
减持
BA
BOEING CO
+$695.6K
10,095
-0%
减持
KORP
AMERICAN CENTY ETF TR
+$548.5K
300,294
-0%
增持
AAPL
APPLE INC
+$436.5K
13,088
+8%
增持
TAXF
AMERICAN CENTY ETF TR
+$382.8K
39,300
+16%
减持
TACK
CAPITOL SER TR
-$364.0K
106
-99%
增持
VTEB
VANGUARD MUN BD FDS
+$316.0K
38,464
+12%
增持
MSFT
MICROSOFT CORP
+$287.8K
1,416
+83%
增持
MUST
COLUMBIA ETF TR I
+$248.3K
85,751
+8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$239.0K
48,963
+10%
增持
AMZN
AMAZON COM INC
+$217.9K
2,768
+74%
减持
CAT
CATERPILLAR INC
+$187.1K
9,529
-1%
建仓
UNP
UNION PAC CORP
+$184.2K
750
清仓
TLTW
ISHARES TR
-$176.1K
0
-100%
建仓
PSFF
PACER FDS TR
+$150.4K
5,810
建仓
BALT
INNOVATOR ETFS TR
+$149.4K
5,230
增持
CVX
CHEVRON CORP NEW
+$148.7K
1,190
+596%
增持
JPM
JPMORGAN CHASE & CO
+$147.7K
1,714
+73%
增持
LMT
LOCKHEED MARTIN CORP
+$144.1K
483
+164%
增持
NEE
NEXTERA ENERGY INC
+$135.9K
2,483
+855%
增持
IWM
ISHARES TR
+$135.2K
5,530
+0%
减持
MRK
MERCK & CO INC
+$124.7K
21,206
-0%
增持
PG
PROCTER AND GAMBLE CO
+$120.2K
1,705
+92%
减持
DOW
DOW INC
-$107.7K
139
-94%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.0K
4,485
+0%
清仓
—
KELLANOVA
-$97.4K
0
-100%
增持
LQDW
ISHARES TR
+$97.1K
3,662
+901%
增持
IHDG
WISDOMTREE TR
+$93.9K
11,051
+16%
减持
SHY
ISHARES TR
-$89.6K
101,368
-2%
增持
META
META PLATFORMS INC
+$85.3K
246
+4000%
建仓
CMI
CUMMINS INC
+$83.8K
350
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$81.9K
3,166
+8%
减持
V
VISA INC
-$79.9K
392
-50%
建仓
BKNG
BOOKING HOLDINGS INC
+$70.9K
20
建仓
GOOGL
ALPHABET INC
+$69.8K
500
建仓
HON
HONEYWELL INTL INC
+$68.2K
325
建仓
PSX
PHILLIPS 66
+$66.6K
500
增持
WMT
WALMART INC
+$63.7K
1,501
+39%
建仓
WAB
WABTEC
+$63.5K
500
减持
SCHD
SCHWAB STRATEGIC TR
+$58.6K
14,917
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$56.5K
495
+261%
增持
FDVV
FIDELITY COVINGTON TRUST
+$52.7K
11,425
+2%
增持
GOOG
ALPHABET INC
+$51.8K
2,360
+11%
清仓
ABBV
ABBVIE INC
-$51.7K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$49.6K
199
+306%
增持
IWF
ISHARES TR
+$47.9K
315
+77%
增持
LOW
LOWES COS INC
+$47.7K
688
+36%
减持
GD
GENERAL DYNAMICS CORP
-$46.2K
257
-50%
增持
NVDA
NVIDIA CORPORATION
+$45.5K
640
+3%
建仓
PAYX
PAYCHEX INC
+$45.4K
381
增持
SBUX
STARBUCKS CORP
+$44.4K
681
+196%
增持
INTC
INTEL CORP
+$43.6K
1,296
+114%
清仓
RTX
RTX CORPORATION
-$41.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$40.5K
523
+25%
建仓
ANSS
ANSYS INC
+$39.9K
110
减持
QDPL
PACER FDS TR
-$38.1K
4,063
-28%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$38.1K
0
-100%
增持
—
AMERICAN CENTY ETF TR
+$37.4K
3,147
+46%
减持
IGSB
ISHARES TR
-$36.2K
163,267
-3%
增持
TSLA
TESLA INC
+$35.8K
434
+51%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$33.7K
0
-100%
建仓
SAIA
SAIA INC
+$32.4K
74
增持
REGL
PROSHARES TR
+$31.8K
4,201
+1%
增持
—
EXXON MOBIL CORP
+$31.8K
1,846
+42%
建仓
STWD
STARWOOD PPTY TR INC
+$31.5K
1,500
建仓
PNC
PNC FINL SVCS GROUP INC
+$31.3K
202
增持
PEP
PEPSICO INC
+$30.8K
2,349
+8%
建仓
PSA
PUBLIC STORAGE
+$30.5K
100
增持
XYLD
GLOBAL X FDS
+$28.8K
2,510
+39%
建仓
CLX
CLOROX CO DEL
+$28.7K
201
增持
XLE
SELECT SECTOR SPDR TR
+$28.5K
431
+407%
增持
DE
DEERE & CO
+$28.3K
85
+467%
增持
NKE
NIKE INC
+$26.9K
300
+408%
减持
PFE
PFIZER INC
-$24.8K
370
-65%
建仓
WFC
WELLS FARGO CO NEW
+$24.6K
500
增持
KR
KROGER CO
+$24.3K
1,956
+34%
建仓
ROST
ROSS STORES INC
+$23.4K
169
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$23.0K
90
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$22.1K
432
+26%
减持
DIS
DISNEY WALT CO
-$22.1K
1,231
-25%
建仓
AME
AMETEK INC
+$21.3K
129
建仓
SO
SOUTHERN CO
+$21.0K
300
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$19.6K
1,450
+222%
增持
HD
HOME DEPOT INC
+$19.6K
189
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$19.5K
617
+427%
增持
LLY
ELI LILLY & CO
+$19.4K
49
+188%
建仓
NVO
NOVO-NORDISK A S
+$18.8K
182
建仓
SNPS
SYNOPSYS INC
+$18.5K
36
增持
QQQ
INVESCO QQQ TR
+$18.0K
149
+24%
清仓
COP
CONOCOPHILLIPS
-$18.0K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$17.5K
400
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$17.3K
0
-100%
建仓
AMGN
AMGEN INC
+$15.6K
54
建仓
XEL
XCEL ENERGY INC
+$15.2K
246
清仓
AGG
ISHARES TR
-$15.1K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$15.0K
37
建仓
ADBE
ADOBE INC
+$14.9K
25
建仓
PFF
ISHARES TR
+$14.6K
467
增持
CL
COLGATE PALMOLIVE CO
+$13.9K
404
+57%
建仓
HLI
HOULIHAN LOKEY INC
+$13.3K
111
减持
DAL
DELTA AIR LINES INC DEL
-$13.2K
100
-78%
增持
COST
COSTCO WHSL CORP NEW
+$12.5K
36
+80%
减持
AXP
AMERICAN EXPRESS CO
+$12.4K
497
-8%
减持
JNJ
JOHNSON & JOHNSON
-$11.8K
808
-9%
减持
CVS
CVS HEALTH CORP
-$11.6K
60
-74%
清仓
APD
AIR PRODS & CHEMS INC
-$11.3K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$11.3K
267
+24%
清仓
ADI
ANALOG DEVICES INC
-$11.2K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$11.2K
0
-100%
建仓
GWW
GRAINGER W W INC
+$10.8K
13
减持
F
FORD MTR CO DEL
-$10.7K
1,862
-31%
建仓
VLTO
VERALTO CORP
+$10.3K
125
减持
PM
PHILIP MORRIS INTL INC
-$9.9K
37
-74%
建仓
DUK
DUKE ENERGY CORP NEW
+$9.8K
101
清仓
IEUR
ISHARES TR
-$9.3K
0
-100%
建仓
CI
THE CIGNA GROUP
+$9.3K
31
清仓
—
EATON CORP PLC
-$9.2K
0
-100%
清仓
PPG
PPG INDS INC
-$8.7K
0
-100%
清仓
MCHI
ISHARES TR
-$8.7K
0
-100%
清仓
SRVR
PACER FDS TR
-$8.4K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$8.1K
0
-100%
清仓
DOV
DOVER CORP
-$7.8K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$7.8K
0
-100%
建仓
—
FERRARI N V
+$7.8K
23
增持
TGT
TARGET CORP
+$7.2K
140
+22%
建仓
—
SUPER MICRO COMPUTER INC
+$7.1K
25
增持
—
LYONDELLBASELL INDUSTRIES N
+$7.1K
156
+90%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$6.9K
44
+52%
清仓
—
NXP SEMICONDUCTORS N V
-$6.8K
0
-100%
清仓
WAT
WATERS CORP
-$6.6K
0
-100%
减持
IWD
ISHARES TR
+$6.6K
5,599
-7%
减持
—
LUMINAR TECHNOLOGIES INC
-$6.5K
2,582
-23%
清仓
GILD
GILEAD SCIENCES INC
-$6.3K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$6.2K
13,735
+0%
清仓
NSC
NORFOLK SOUTHN CORP
-$6.1K
0
-100%
建仓
VFC
V F CORP
+$6.1K
323
增持
GTY
GETTY RLTY CORP NEW
+$6.0K
300
+200%
减持
GLW
CORNING INC
-$5.9K
373
-34%
建仓
PANW
PALO ALTO NETWORKS INC
+$5.9K
20
