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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 2
增持 31
减持 9
清仓 108
方向
标的
Δ市值
现股数(环比)
清仓
MOAT
VANECK ETF TRUST
-$19.3M
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$17.5M
382,170
增持
IVV
ISHARES TR
+$4.1M
183,294
+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。
减持
IJR
ISHARES TR
-$3.8M
18,276
-65%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.6M
88,722
清仓
INTC
INTEL CORP
-$2.2M
0
-100%
增持
PSFF
PACER FDS TR
+$2.2M
93,183
+529%
增持
BALT
INNOVATOR ETFS TRUST
+$2.1M
82,770
+517%
增持
AMZN
AMAZON COM INC
+$1.7M
11,081
+309%
减持
IEFA
ISHARES TR
-$1.5M
210,113
-7%
清仓
MUST
COLUMBIA ETF TR I
-$1.3M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$989.0K
51,218
-4%
增持
VOO
VANGUARD INDEX FDS
+$919.8K
41,426
+1%
增持
SPYM
SPDR SER TR
+$721.2K
283,287
+0%
减持
CRM
SALESFORCE INC
-$662.2K
8,115
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$596.0K
9,178
-20%
增持
AVUV
AMERICAN CENTY ETF TR
+$508.0K
74,792
+13%
减持
CAT
CATERPILLAR INC
-$451.2K
8,327
-5%
增持
SHV
ISHARES TR
+$413.2K
7,874
+91%
增持
VTEB
VANGUARD MUN BD FDS
+$376.6K
50,773
+19%
减持
AAPL
APPLE INC
+$364.3K
12,368
-5%
增持
IJH
ISHARES TR
-$364.0K
249,467
+1%
增持
TAXF
AMERICAN CENTY ETF TR
+$356.7K
50,602
+17%
增持
NVDA
NVIDIA CORPORATION
+$353.3K
7,153
+1119%
减持
MRK
MERCK & CO INC
-$306.1K
19,108
-6%
增持
SAIA
SAIA INC
+$276.4K
674
+811%
增持
IGSB
ISHARES TR
+$265.3K
173,664
+3%
清仓
PG
PROCTER AND GAMBLE CO
-$259.7K
0
-100%
增持
CALF
PACER FDS TR
+$210.1K
143,073
+17%
清仓
UNP
UNION PAC CORP
-$184.4K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$183.0K
0
-100%
清仓
LOW
LOWES COS INC
-$175.3K
0
-100%
增持
MSFT
MICROSOFT CORP
+$172.3K
1,848
+19%
清仓
QDPL
PACER FDS TR
-$164.8K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$158.7K
0
-100%
清仓
DIS
DISNEY WALT CO
-$151.9K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$145.7K
0
-100%
增持
—
AMERICAN CENTY ETF TR
+$135.0K
7,515
+101%
增持
SPY
SPDR S&P 500 ETF TR
+$131.9K
2,794
+5%
清仓
BWIN
BRP GROUP INC
-$130.5K
0
-100%
清仓
XYLD
GLOBAL X FDS
-$128.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$127.8K
0
-100%
清仓
META
META PLATFORMS INC
-$119.5K
0
-100%
清仓
V
VISA INC
-$113.6K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$113.2K
0
-100%
清仓
KR
KROGER CO
-$111.7K
0
-100%
清仓
IWF
ISHARES TR
-$106.1K
0
-100%
清仓
IVW
ISHARES TR
-$103.9K
0
-100%
清仓
CMI
CUMMINS INC
-$103.1K
0
-100%
清仓
BA
BOEING CO
-$99.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$96.7K
0
-100%
清仓
ORCL
ORACLE CORP
-$94.2K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$93.6K
0
-100%
增持
KORP
AMERICAN CENTY ETF TR
+$86.8K
302,498
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$82.7K
12,676
+13%
清仓
PSX
PHILLIPS 66
-$81.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$80.1K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$78.9K
0
-100%
清仓
TSLA
TESLA INC
-$78.4K
0
-100%
清仓
HD
HOME DEPOT INC
-$78.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$76.5K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$75.8K
15,275
+11%
清仓
GOOGL
ALPHABET INC
-$75.5K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$75.4K
0
-100%
清仓
CBT
CABOT CORP
-$74.0K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$73.1K
53,804
+3%
清仓
WAB
WABTEC
-$72.8K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$72.6K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$71.8K
3,567
+12%
清仓
QQQ
INVESCO QQQ TR
-$70.6K
0
-100%
清仓
NFLX
NETFLIX INC
-$70.5K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$69.1K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$68.1K
0
-100%
清仓
SHYG
ISHARES TR
-$67.8K
0
-100%
清仓
RH
RH
-$67.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$64.9K
0
-100%
减持
SHY
ISHARES TR
-$61.3K
103,815
-1%
清仓
XLE
SELECT SECTOR SPDR TR
-$59.9K
0
-100%
清仓
HDV
ISHARES TR
-$54.4K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$51.7K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$51.3K
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$50.4K
10,148
+11%
增持
NEAR
ISHARES U S ETF TR
+$48.3K
14,762
+7%
清仓
PAYX
PAYCHEX INC
-$46.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$46.5K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$44.9K
0
-100%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$44.2K
0
-100%
清仓
IBUY
AMPLIFY ETF TR
-$42.0K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$42.0K
0
-100%
增持
REGL
PROSHARES TR
+$41.9K
6,223
+17%
清仓
YUM
YUM BRANDS INC
-$41.9K
0
-100%
清仓
DVY
ISHARES TR
-$40.0K
0
-100%
清仓
ANSS
ANSYS INC
-$38.2K
0
-100%
清仓
TLT
ISHARES TR
-$37.9K
0
-100%
增持
WMT
WALMART INC
+$37.7K
4,638
+1%
清仓
BAC
BANK AMERICA CORP
-$37.7K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$36.9K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$36.4K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$35.5K
0
-100%
清仓
DE
DEERE & CO
-$34.9K
0
-100%
清仓
BX
BLACKSTONE INC
-$34.8K
0
-100%
清仓
KO
COCA COLA CO
-$34.1K
0
-100%
清仓
LIT
GLOBAL X FDS
-$33.8K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$32.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$32.4K
0
-100%
清仓
CLX
CLOROX CO DEL
-$30.8K
0
-100%
清仓
CPB
CAMPBELL SOUP CO
-$29.6K
0
-100%
清仓
NXTG
FIRST TR EXCHANGE TRADED FD
-$29.2K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$29.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$29.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$28.9K
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$28.6K
0
-100%
清仓
NKE
NIKE INC
-$28.2K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$27.8K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$27.2K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$26.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$26.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$25.9K
0
-100%
清仓
METV
LISTED FD TR
-$25.9K
0
-100%
增持
IWM
ISHARES TR
-$25.3K
4,693
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$25.3K
1,847
+6%
清仓
FNDB
SCHWAB STRATEGIC TR
-$24.8K
0
-100%
清仓
TGT
TARGET CORP
-$24.8K
0
-100%
清仓
ROST
ROSS STORES INC
-$24.8K
0
-100%
清仓
F
FORD MTR CO DEL
-$24.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$23.7K
2,627
+10%
清仓
AME
AMETEK INC
-$23.6K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$23.4K
0
-100%
清仓
ABT
ABBOTT LABS
-$22.7K
0
-100%
清仓
PCAR
PACCAR INC
-$22.7K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$21.8K
0
-100%
清仓
SO
SOUTHERN CO
-$21.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$21.4K
15,327
+2%
清仓
SNPS
SYNOPSYS INC
-$20.6K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$20.2K
0
-100%
清仓
ITOT
ISHARES TR
-$20.2K
0
-100%
清仓
IJT
ISHARES TR
-$19.6K
0
-100%
清仓
UFOX
ETF SER SOLUTIONS
-$19.3K
0
-100%
清仓
CWB
SPDR SER TR
-$18.3K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$17.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$17.3K
0
-100%
清仓
LQDW
ISHARES TR
-$16.8K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$16.5K
0
-100%
清仓
DHI
D R HORTON INC
-$16.5K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$16.3K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$16.2K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$16.0K
0
-100%
清仓
AMGN
AMGEN INC
-$15.4K
0
-100%
清仓
BCC
BOISE CASCADE CO DEL
-$15.3K
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$15.2K
0
-100%