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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 20
增持 93
减持 22
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SCHP
SCHWAB U.S. TIPS ETF
+$7.7M
342,484
+55%
增持
UPBD
RENT A CTR INC NEW COM
+$4.6M
96,557
+7037%
减持
INTC
INTEL CORP COM
-$4.6M
85
-100%
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
CTRA
COTERRA ENERGY INC COM
+$4.2M
221,141
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$2.7M
0
-100%
增持
PFE
PFIZER INC COM
+$2.5M
128,019
+10%
减持
AVGO
BROADCOM INC COM
+$2.5M
14,738
-2%
增持
FAST
FASTENAL CO COM
+$1.5M
95,088
+6%
增持
FAF
FIRST AMERN FINL CORP COM
+$1.4M
78,725
+10%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.3M
125,353
+23%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$1.1M
339,430
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$966.0K
18,003
+4%
增持
NVO
NOVO-NORDISK A S ADR
+$960.0K
45,739
+5%
减持
ABBV
ABBVIE INC COM
+$828.0K
38,386
-5%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$825.0K
112,507
-24%
减持
LLY
LILLY ELI & CO COM
-$748.0K
68
-98%
增持
—
PREMIER INC CL A
+$716.0K
126,496
+9%
减持
STRA
STRATEGIC ED INC COM
-$551.0K
42,103
-1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$551.0K
51,994
+1%
增持
EIG
EMPLOYERS HLDGS INC COM
+$498.0K
73,983
+14%
清仓
PM
PHILIP MORRIS INTL INC COM
-$475.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$460.0K
400
-95%
减持
JNJ
JOHNSON & JOHNSON COM
-$452.0K
274
-91%
减持
MO
ALTRIA GROUP INC COM
-$427.0K
1,325
-88%
减持
KO
COCA COLA CO COM
-$385.0K
306
-96%
增持
CHCO
CITY HLDG CO COM
+$360.0K
43,499
+6%
增持
COLB
COLUMBIA BKG SYS INC COM
-$338.0K
77,339
+2%
清仓
HD
HOME DEPOT INC COM
-$300.0K
0
-100%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$300.0K
60,157
+7%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$295.0K
53,858
+2%
增持
T
AT&T INC COM
-$268.0K
116,875
+0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$267.0K
51,447
+3%
建仓
CF
CF INDS HLDGS INC COM
+$243.0K
3,432
增持
CUBI
CUSTOMERS BANCORP INC COM
+$240.0K
7,415
+30%
建仓
NTR
NUTRIEN LTD COM
+$225.0K
2,988
增持
MED
MEDIFAST INC COM
+$222.0K
1,374
+298%
建仓
BHE
BENCHMARK ELECTRS INC COM
+$213.0K
7,846
建仓
—
BUNGE LIMITED COM
+$203.0K
2,172
建仓
ERIC
ERICSSON ADR B SEK 10
+$202.0K
18,560
建仓
MSM
MSC INDL DIRECT INC CL A
+$199.0K
2,370
增持
AA
ALCOA CORP COM
+$196.0K
8,866
+31%
建仓
RGP
RESOURCES CONNECTION INC COM
+$196.0K
11,011
建仓
OMF
ONEMAIN HLDGS INC COM
+$190.0K
3,805
建仓
JEF
JEFFERIES FINL GROUP INC COM
+$180.0K
4,638
增持
MLI
MUELLER INDS INC COM
+$162.0K
5,639
+34%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$158.0K
4,714
-37%
减持
BBY
BEST BUY INC COM
-$158.0K
1,569
-48%
清仓
WY
WEYERHAEUSER CO MTN BE COM NEW
-$150.0K
0
-100%
增持
LPX
LOUISIANA PAC CORP COM
+$140.0K
4,527
+29%
清仓
CRBN
ISHARES MSCI ACWI LOW CARBON TARGET ETF
-$124.0K
0
-100%
增持
MTUS
TIMKENSTEEL CORPORATION COM
+$121.0K
18,026
+34%
增持
M
MACYS INC COM
+$106.0K
11,435
+34%
增持
GT
GOODYEAR TIRE & RUBR CO COM
+$106.0K
13,967
+29%
增持
OLN
OLIN CORP COM PAR 1
+$106.0K
5,173
+30%
增持
—
SCHNITZER STEEL INDS INC CL A
+$101.0K
5,627
+29%
增持
DHI
D R HORTON INC COM
+$100.0K
2,283
+29%
增持
HAFC
HANMI FINL CORP COM NEW
+$95.0K
11,643
+29%
增持
MOS
MOSAIC CO NEW COM
+$94.0K
7,489
+34%
增持
—
VISTA OUTDOOR INC COM
+$93.0K
5,792
+34%
减持
DIS
DISNEY WALT CO COM
-$90.0K
389
-56%
增持
SLM
SLM CORP COM
+$88.0K
17,408
+21%
建仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$87.0K
1,000
增持
NUE
NUCOR CORP COM
+$83.0K
2,292
+26%
增持
STLD
STEEL DYNAMICS INC COM
+$83.0K
4,930
+29%
增持
—
SIGNET JEWELERS LIMITED SHS
+$80.0K
3,172
+28%
增持
GLTR
ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$79.0K
7,250
+10%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$78.0K
4,625
+29%
增持
—
UNITED STATES STL CORP NEW COM
+$76.0K
11,276
+29%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$76.0K
2,133
+54%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$74.0K
7,354
+30%
增持
—
SANTANDER CONSUMER USA HLDGS I COM
+$72.0K
9,635
+21%
增持
IIIN
INSTEEL INDS INC COM
+$71.0K
6,763
+30%
增持
KLIC
KULICKE & SOFFA INDS INC COM
+$69.0K
4,396
+30%
增持
CBT
CABOT CORP COM
+$69.0K
3,941
+30%
减持
WMT
WALMART INC COM
-$68.0K
538
-49%
增持
FULT
FULTON FINL CORP PA COM
+$66.0K
12,991
+28%
增持
CAL
CALERES INC COM
+$66.0K
10,776
+34%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$66.0K
5,042
+28%
增持
KEY
KEYCORP COM
+$64.0K
10,086
+29%
增持
EMBJ
EMBRAER S.A. SPONSORED ADS
+$62.0K
13,806
+28%
减持
NTAP
NETAPP INC COM
+$60.0K
61,527
-1%
增持
ZION
ZIONS BANCORPORATION N A COM
+$60.0K
3,906
+29%
减持
MRK
MERCK & CO INC COM
+$59.0K
58,712
-1%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$59.0K
446
+205%
增持
—
PACWEST BANCORP DEL COM
+$58.0K
5,704
+29%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$54.0K
2,134
+19%
增持
WSBC
WESBANCO INC COM
+$53.0K
6,117
+30%
增持
ECHO
ECHOSTAR CORP CL A
+$53.0K
7,930
+30%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$52.0K
302
+29%
建仓
DJTWW
DIGITAL WORLD ACQUISITION CORP WT EXP 063028
+$51.0K
3,835
增持
CFG
CITIZENS FINL GROUP INC COM
+$50.0K
4,661
+29%
增持
ANF
ABERCROMBIE & FITCH CO CL A
+$44.0K
7,443
+30%
清仓
ISMD
INSPIRE SMALL/MID CAP IMPACT ETF
-$43.0K
0
-100%
增持
AR
ANTERO RESOURCES CORP COM
+$40.0K
14,894
+27%
增持
—
INVESCO LTD SHS
+$37.0K
8,622
+29%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$35.0K
24,313
+3%
增持
COF
CAPITAL ONE FINL CORP COM
+$33.0K
1,633
+30%
增持
SNPE
XTRACKERS S&P 500 ESG ETF
+$29.0K
1,620
+54%
清仓
—
LAM RESEARCH CORP COM
-$28.0K
0
-100%
清仓
—
MEREDITH CORP COM
-$28.0K
0
-100%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$27.0K
444
+56%
增持
BCC
BOISE CASCADE CO DEL COM
+$27.0K
1,440
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$25.0K
170
+6%
清仓
PBW
INVESCO WILDERHILL CLEAN ENERGY ETF
-$24.0K
0
-100%
增持
THC
TENET HEALTHCARE CORP COM NEW
+$24.0K
1,448
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$23.0K
235
+176%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$21.0K
21,668
+4%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$20.0K
4,075
+10%
增持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
+$19.0K
1,375
+2%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$18.0K
28,440
+5%
增持
CYH
COMMUNITY HEALTH SYS INC NEW COM
+$17.0K
9,191
+2%
增持
ENVA
ENOVA INTL INC COM
+$16.0K
2,271
+2%
增持
TXN
TEXAS INSTRS INC COM
+$16.0K
31,846
+2%
增持
—
ENDO INTL PLC SHS
+$15.0K
24,834
+3%
增持
VIRT
VIRTU FINL INC CL A
+$15.0K
2,912
+2%
增持
—
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF
+$14.0K
1,005
+47%
清仓
ERTH
INVESCO MSCI SUSTAINABLE FUTURE ETF
-$14.0K
0
-100%
增持
—
VEON LTD SPONSORED ADR
-$14.0K
45,521
+2%
增持
SWBI
SMITH & WESSON BRANDS INC COM
-$12.0K
4,730
+2%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
-$12.0K
7,543
+2%
建仓
OKE
ONEOK INC NEW COM
+$12.0K
197
清仓
—
GLOBAL X CANNABIS ETF
-$12.0K
0
-100%
增持
HRB
BLOCK H & R INC COM
+$11.0K
147,948
+6%
增持
BAC
BK OF AMERICA CORP COM
+$11.0K
1,463
+15%
增持
NAVI
NAVIENT CORPORATION COM
+$10.0K
4,934
+2%
增持
ICLN
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
+$9.0K
1,039
+71%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
+$8.0K
173
-2%
建仓
BNS
BANK NOVA SCOTIA B C COM
+$7.0K
100
建仓
KD
KYNDRYL HLDGS INC COMMON STOCK
+$6.0K
332
建仓
DJT
DIGITAL WORLD ACQUISITION CORP CLASS A COM
+$5.0K
88
建仓
EWL
ISHARES MSCI SWITZERLAND ETF
+$5.0K
100
增持
TDS
TELEPHONE & DATA SYS INC COM NEW
+$4.0K
3,918
+2%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$3.0K
309
-6%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$3.0K
5,785
+2%
增持
AMAT
APPLIED MATLS INC COM
+$3.0K
30
+100%
建仓
HTZWW
HERTZ GLOBAL HLDGS INC WT EXP 063051
+$3.0K
194
增持
AGNC
AGNC INVT CORP COM
-$2.0K
4,905
+2%
清仓
HTH
HILLTOP HOLDINGS INC COM
-$2.0K
0
-100%
增持
—
CALLON PETE CO DEL COM
-$2.0K
2,143
+2%
清仓
—
VIZIO HLDG CORP CL A COM
-$2.0K
0
-100%
减持
TSN
TYSON FOODS INC CL A
+$2.0K
2,487
-9%
增持
—
REALOGY HLDGS CORP COM
-$2.0K
5,365
+2%
建仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$1.0K
10
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.0K
150
-2%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$1.0K
114
+1%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$1.0K
370
-6%
建仓
CENX
CENTURY ALUM CO COM
+$1.0K
37
清仓
OGN
ORGANON & CO COMMON STOCK
-$1.0K
0
-100%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$1.0K
533
-9%
清仓
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$0
0
