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Carolina Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Carolina Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001786411
持仓数
278
前50大市值合计
$205.3M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
ETF
$17.7M
564,266
8.6%
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
ETF
$14.0M
112,564
6.8%
BKAG
BNY MELLON CORE BOND ETF
ETF
$12.7M
301,218
6.2%
SCHP
SCHWAB US TIPS ETF
ETF
$12.4M
466,341
6.0%
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ETF
$9.7M
415,461
4.7%
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
ETF
$5.9M
287,691
2.9%
MRK
MERCK & CO INC COM
Stock
$5.8M
48,125
2.8%
GILD
GILEAD SCIENCES INC COM
Stock
$5.0M
35,781
2.4%
CSCO
CISCO SYS INC COM
Stock
$4.9M
63,197
2.4%
SCCO
SOUTHERN COPPER CORP COM
Stock
$4.7M
27,153
2.3%
AMGN
AMGEN INC COM
Stock
$4.6M
13,067
2.2%
KO
COCA COLA CO COM
Stock
$4.6M
60,164
2.2%
MO
ALTRIA GROUP INC COM
Stock
$4.4M
66,607
2.1%
FESM
FIDELITY ENHANCED SMALL CAP ETF
ETF
$4.2M
109,449
2.0%
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
ETF
$4.1M
130,863
2.0%
PM
PHILIP MORRIS INTL INC COM
Stock
$4.1M
24,908
2.0%
TRGP
TARGA RES CORP COM
Stock
$4.0M
16,108
2.0%
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ETF
$3.9M
48,126
1.9%
BP
BP PLC SPONSORED ADR
ADR
$3.7M
79,594
1.8%
VZ
VERIZON COMMUNICATIONS INC COM
Stock
$3.5M
69,267
1.7%
BMY
BRISTOL-MYERS SQUIBB CO COM
Stock
$3.5M
57,182
1.7%
HAS
HASBRO INC COM
Stock
$3.0M
31,721
1.4%
PEP
PEPSICO INC COM
Stock
$2.9M
18,596
1.4%
TPR
TAPESTRY INC COM
Stock
$2.8M
19,747
1.4%
CL
COLGATE PALMOLIVE CO COM
Stock
$2.8M
32,320
1.3%
UNP
UNION PAC CORP COM
Stock
$2.7M
11,134
1.3%
SMG
SCOTTS MIRACLE-GRO CO CL A
Stock
$2.7M
43,933
1.3%
—
MEDTRONIC PLC SHS
Stock
$2.6M
30,324
1.3%
LMT
LOCKHEED MARTIN CORP COM
Stock
$2.5M
4,097
1.2%
GFI
GOLD FIELDS LTD SPONSORED ADR
ADR
$2.4M
53,861
1.2%
LRCX
LAM RESEARCH CORP COM NEW
Stock
$2.4M
11,380
1.2%
ABBV
ABBVIE INC COM
Stock
$2.4M
11,115
1.2%
PG
PROCTER & GAMBLE CO COM
Stock
$2.4M
16,539
1.2%
INFY
INFOSYS LTD SPONSORED ADR
ADR
$2.4M
175,595
1.2%
ITW
ILLINOIS TOOL WKS INC COM
Stock
$2.3M
9,024
1.1%
MCD
MCDONALDS CORP COM
Stock
$2.3M
7,543
1.1%
BBY
BEST BUY INC COM
Stock
$2.3M
35,890
1.1%
CMCSA
COMCAST CORP NEW CL A
Stock
$2.2M
77,965
1.1%
NVDA
NVIDIA CORPORATION COM
Stock
$2.2M
12,815
1.1%
UL
UNILEVER PLC SPON ADR NEW
ADR
$2.2M
38,179
1.1%
TROW
PRICE T ROWE GROUP INC COM
Stock
$2.2M
23,980
1.1%
TXN
TEXAS INSTRS INC COM
Stock
$2.1M
10,967
1.0%
DRI
DARDEN RESTAURANTS INC COM
Stock
$2.1M
10,846
1.0%
IBM
INTERNATIONAL BUSINESS MACHS COM
Stock
$2.1M
8,769
1.0%
JNJ
JOHNSON & JOHNSON COM
Stock
$2.1M
8,613
1.0%
APAM
ARTISAN PARTNERS ASSET MGMT I CL A
Stock
$2.1M
57,238
1.0%
NVO
NOVO-NORDISK A S ADR
ADR
$1.9M
52,995
0.9%
KMB
KIMBERLY-CLARK CORP COM
Stock
$1.9M
19,790
0.9%
PLTR
PALANTIR TECHNOLOGIES INC CL A
Stock
$1.8M
12,540
0.9%
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
ETF
$1.8M
8,378
0.9%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
35%
前 6 大占比
SCHQ
8.6%
BKLC
6.8%
BKAG
6.2%
SCHP
6.0%
SPHY
4.7%
BSCZ
2.9%
其他
64.7%
