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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
$205.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 14
增持 66
减持 41
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
BHP
BHP GROUP LTD SPONSORED ADS
-$840.0K
49,929
+4%
增持
NVO
NOVO-NORDISK A S ADR
+$623.0K
43,365
+3%
减持
—
LAM RESEARCH CORP COM
-$616.0K
50
-95%
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。
增持
NTAP
NETAPP INC COM
+$608.0K
62,391
+2%
增持
PFE
PFIZER INC COM
+$605.0K
116,718
+4%
增持
—
PREMIER INC CL A
+$594.0K
115,887
+3%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$542.0K
335,061
+3%
增持
FAF
FIRST AMERN FINL CORP COM
+$472.0K
71,510
+3%
增持
SCHP
SCHWAB U.S. TIPS ETF
+$284.0K
220,866
+2%
增持
AVGO
BROADCOM INC COM
+$283.0K
15,038
+2%
建仓
MOS
MOSAIC CO NEW COM
+$200.0K
5,596
建仓
M
MACYS INC COM
+$193.0K
8,527
增持
CHCO
CITY HLDG CO COM
+$188.0K
41,048
+3%
建仓
EMBJ
EMBRAER S.A. SPONSORED ADS
+$183.0K
10,758
建仓
CAL
CALERES INC COM
+$178.0K
8,015
建仓
MTUS
TIMKENSTEEL CORPORATION COM
+$176.0K
13,492
建仓
—
VISTA OUTDOOR INC COM
+$174.0K
4,325
建仓
MLI
MUELLER INDS INC COM
+$173.0K
4,214
减持
OGN
ORGANON & CO COMMON STOCK
-$168.0K
24
-100%
减持
BAC
BK OF AMERICA CORP COM
-$161.0K
1,275
-76%
清仓
—
TRANSOCEAN LTD REG SHS
-$152.0K
0
-100%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$151.0K
49,959
+1%
清仓
—
ADIENT PLC ORD SHS
-$148.0K
0
-100%
增持
EIG
EMPLOYERS HLDGS INC COM
-$143.0K
64,913
+3%
清仓
TFIN
TRIUMPH BANCORP INC COM
-$137.0K
0
-100%
增持
INTC
INTEL CORP COM
-$136.0K
85,709
+2%
清仓
—
LIBERTY GLOBAL PLC SHS CL A
-$133.0K
0
-100%
增持
T
AT&T INC COM
-$132.0K
116,378
+2%
增持
TXN
TEXAS INSTRS INC COM
+$129.0K
31,141
+2%
增持
STRA
STRATEGIC ED INC COM
-$127.0K
42,353
+3%
清仓
PCH
POTLATCHDELTIC CORPORATION COM
-$126.0K
0
-100%
增持
AA
ALCOA CORP COM
+$125.0K
6,774
+20%
增持
ABBV
ABBVIE INC COM
-$116.0K
40,498
+2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$106.0K
17,374
+2%
清仓
RYAM
RAYONIER ADVANCED MATLS INC COM
-$104.0K
0
-100%
清仓
—
HOLOGIC INC COM
-$98.0K
0
-100%
减持
MGA
MAGNA INTL INC COM
-$93.0K
850
-50%
减持
HRB
BLOCK H & R INC COM
+$85.0K
139,017
-4%
增持
FAST
FASTENAL CO COM
+$84.0K
89,505
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$82.0K
8,203
-3%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$81.0K
101,721
+2%
增持
—
SANTANDER CONSUMER USA HLDGS I COM
+$76.0K
7,989
+13%
减持
—
SIGNET JEWELERS LIMITED SHS
-$76.0K
2,487
-26%
减持
—
MEREDITH CORP COM
-$73.0K
503
-78%
减持
SWBI
SMITH & WESSON BRANDS INC COM
-$66.0K
4,620
-1%
建仓
MED
MEDIFAST INC COM
+$66.0K
345
增持
CUBI
CUSTOMERS BANCORP INC COM
+$62.0K
5,692
+21%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$60.0K
1,799
+47%
增持
IIIN
INSTEEL INDS INC COM
+$59.0K
5,196
+20%
增持
ZION
ZIONS BANCORPORATION N A COM
+$55.0K
3,021
+21%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$54.0K
148,389
+2%
增持
GLTR
ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$53.0K
6,592
+2%
增持
—
PACWEST BANCORP DEL COM
+$50.0K
4,405
+21%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$49.0K
51,592
+1%
增持
OLN
OLIN CORP COM PAR 1
+$48.0K
3,987
+28%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$46.0K
27,036
+2%
增持
COF
CAPITAL ONE FINL CORP COM
+$44.0K
1,261
+22%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$44.0K
52,657
+1%
增持
AAPL
APPLE INC COM
+$43.0K
3,906
+5%
减持
MO
ALTRIA GROUP INC COM
-$41.0K
10,767
-3%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$41.0K
3,953
+21%
增持
LPX
LOUISIANA PAC CORP COM
+$40.0K
3,505
+21%
减持
BBY
BEST BUY INC COM
-$40.0K
2,998
-3%
减持
PM
PHILIP MORRIS INTL INC COM
-$39.0K
5,006
-3%
增持
GT
GOODYEAR TIRE & RUBR CO COM
+$39.0K
10,851
+21%
增持
HAFC
HANMI FINL CORP COM NEW
+$39.0K
9,001
+21%
增持
KEY
KEYCORP COM
+$36.0K
7,796
+21%
增持
STLD
STEEL DYNAMICS INC COM
+$35.0K
3,810
+21%
减持
CYH
COMMUNITY HEALTH SYS INC NEW COM
-$35.0K
8,978
-1%
增持
CFG
CITIZENS FINL GROUP INC COM
+$33.0K
3,621
+21%
增持
MRK
MERCK & CO INC COM
-$33.0K
59,122
+3%
增持
ECHO
ECHOSTAR CORP CL A
+$33.0K
6,105
+20%
减持
NUE
NUCOR CORP COM
-$31.0K
1,813
-17%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$30.0K
4,220
+21%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$29.0K
7,469
-3%
增持
—
ENDO INTL PLC SHS
+$29.0K
24,177
+130%
清仓
TFC
TRUIST FINL CORP COM
-$29.0K
0
-100%
减持
KO
COCA COLA CO COM
-$27.0K
7,675
-3%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$27.0K
3,586
+21%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$27.0K
5,654
+21%
增持
COLB
COLUMBIA BKG SYS INC COM
+$26.0K
75,524
+2%
清仓
—
GENERAL ELECTRIC CO COM
-$26.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$26.0K
3,087
-3%
增持
KLIC
KULICKE & SOFFA INDS INC COM
+$25.0K
3,388
+21%
减持
NAVI
NAVIENT CORPORATION COM
-$23.0K
4,839
-21%
增持
FULT
FULTON FINL CORP PA COM
+$23.0K
10,156
+21%
增持
WSBC
WESBANCO INC COM
+$22.0K
4,716
+21%
减持
LLY
LILLY ELI & CO COM
-$21.0K
3,318
-3%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$21.0K
56,056
+2%
清仓
EAT
BRINKER INTL INC COM
-$21.0K
0
-100%
清仓
CBRL
CRACKER BARREL OLD CTRY STORE COM
-$20.0K
0
-100%
减持
—
CALLON PETE CO DEL COM
-$19.0K
2,094
-1%
减持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
+$18.0K
1,344
-0%
增持
—
UNITED STATES STL CORP NEW COM
+$18.0K
8,740
+21%
清仓
QQQ
INVESCO QQQ TRUST
-$18.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$18.0K
174
增持
DHI
D R HORTON INC COM
+$16.0K
1,764
+21%
增持
—
SCHNITZER STEEL INDS INC CL A
+$15.0K
4,366
+21%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$15.0K
235
+21%
增持
SLM
SLM CORP COM
-$15.0K
14,421
+12%
增持
—
INVESCO LTD SHS
+$14.0K
6,674
+21%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$13.0K
50
-54%
减持
TDS
TELEPHONE & DATA SYS INC COM NEW
-$12.0K
3,827
-1%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$12.0K
0
-100%
清仓
CMS
CMS ENERGY CORP COM
-$11.0K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$11.0K
0
-100%
减持
VIRT
VIRTU FINL INC CL A
-$10.0K
2,844
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$10.0K
15
+25%
减持
—
VEON LTD SPONSORED ADR
+$10.0K
44,469
-1%
增持
CBT
CABOT CORP COM
+$9.0K
3,040
+21%
建仓
IIPR
INNOVATIVE INDL PPTYS INC COM
+$9.0K
40
建仓
ALB
ALBEMARLE CORP COM
+$9.0K
40
清仓
DOCU
DOCUSIGN INC COM
-$8.0K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$8.0K
291
-13%
减持
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$8.0K
13
-54%
清仓
WLY
WILEY JOHN & SONS INC CL A
-$8.0K
0
-100%
清仓
TIP
ISHARES TIPS BOND ETF
-$8.0K
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$7.0K
5,651
-1%
清仓
CNX
CNX RES CORP COM
-$7.0K
0
-100%
减持
BCC
BOISE CASCADE CO DEL COM
-$7.0K
1,407
-1%
减持
TSN
TYSON FOODS INC CL A
+$7.0K
2,729
-3%
减持
CRM
SALESFORCE COM INC COM
-$7.0K
26
-55%
减持
DIS
DISNEY WALT CO COM
-$7.0K
889
-0%
减持
AGNC
AGNC INVT CORP COM
-$6.0K
4,791
-1%
清仓
RMD
RESMED INC COM
-$6.0K
0
-100%
清仓
BANC
BANC OF CALIFORNIA INC COM
-$6.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
-$6.0K
37
-29%
减持
AR
ANTERO RESOURCES CORP COM
-$6.0K
11,757
-22%
建仓
PYPL
PAYPAL HLDGS INC COM
+$5.0K
18
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$5.0K
20,847
+1%
增持
ANF
ABERCROMBIE & FITCH CO CL A
-$5.0K
5,720
+21%
清仓
D
DOMINION ENERGY INC COM
-$4.0K
0
-100%
清仓
QLYS
QUALYS INC COM
-$4.0K
0
-100%
减持
UPBD
RENT A CTR INC NEW COM
+$4.0K
1,353
-1%
清仓
—
UNILEVER PLC SPON ADR NEW
-$4.0K
0
-100%
增持
META
FACEBOOK INC CL A
+$4.0K
113
+14%
清仓
SNY
SANOFI SPONSORED ADR
-$4.0K
0
-100%
减持
—
REALOGY HLDGS CORP COM
-$4.0K
5,240
-1%
清仓
—
QUIDEL CORP COM
-$4.0K
0
-100%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$3.0K
0
-100%
减持
HD
HOME DEPOT INC COM
-$3.0K
914
-4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$3.0K
23,508
+2%
建仓
AI
C3 AI INC CL A
+$2.0K
42
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
-$2.0K
7,369
-1%
增持
—
GLOBAL X CANNABIS ETF
-$2.0K
1,300
+30%
建仓
—
VIZIO HLDG CORP CL A COM
+$2.0K
75
减持
PEP
PEPSICO INC COM
-$1.0K
500
-3%
减持
ENVA
ENOVA INTL INC COM
+$1.0K
2,219
-1%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$1.0K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP COM
-$1.0K
0
-100%
