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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 24
增持 90
减持 16
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC COM
-$7.5M
257
-100%
清仓
NVO
NOVO-NORDISK A S ADR
-$5.1M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM
-$4.4M
0
-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。
增持
JEF
JEFFERIES FINL GROUP INC COM
+$3.4M
109,133
+2253%
清仓
T
AT&T INC COM
-$2.9M
0
-100%
增持
ERIC
ERICSSON ADR B SEK 10
+$2.8M
333,304
+1696%
减持
AVGO
BROADCOM INC COM
-$2.7M
11,262
-24%
增持
CTRA
COTERRA ENERGY INC COM
+$2.4M
244,160
+10%
减持
INFY
INFOSYS LTD SPONSORED ADR
-$2.4M
250,757
-26%
减持
STRA
STRATEGIC ED INC COM
-$1.9M
8,084
-81%
增持
UPBD
RENT A CTR INC NEW COM
-$1.8M
110,891
+15%
增持
ABBV
ABBVIE INC COM
+$1.2M
39,680
+3%
增持
FAF
FIRST AMERN FINL CORP COM
-$945.0K
80,434
+2%
建仓
BKE
BUCKLE INC COM
+$682.0K
20,629
建仓
BTU
PEABODY ENGR CORP COM
+$642.0K
26,165
增持
CF
CF INDS HLDGS INC COM
+$617.0K
8,344
+143%
增持
—
PREMIER INC CL A
-$599.0K
129,502
+2%
建仓
CLF
CLEVELAND-CLIFFS INC NEW COM
+$542.0K
16,835
增持
HRB
BLOCK H & R INC COM
+$452.0K
151,218
+2%
增持
NTAP
NETAPP INC COM
-$447.0K
62,802
+2%
增持
MRK
MERCK & CO INC COM
+$417.0K
59,932
+2%
清仓
—
SANTANDER CONSUMER USA HLDGS I COM
-$405.0K
0
-100%
增持
—
UNITED STATES STL CORP NEW COM
+$365.0K
16,765
+49%
建仓
CMC
COMMERCIAL METALS CO COM
+$344.0K
8,277
增持
FAST
FASTENAL CO COM
-$316.0K
97,226
+2%
清仓
—
SCHNITZER STEEL INDS INC CL A
-$292.0K
0
-100%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$292.0K
105,064
+104%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$290.0K
63,397
+5%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$281.0K
130,286
+4%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$272.0K
104,842
+102%
清仓
ANF
ABERCROMBIE & FITCH CO CL A
-$259.0K
0
-100%
增持
MOS
MOSAIC CO NEW COM
+$251.0K
8,190
+9%
清仓
EMBJ
EMBRAER S.A. SPONSORED ADS
-$245.0K
0
-100%
建仓
BZH
BEAZER HOMES USA INC COM NEW
+$245.0K
16,088
增持
AR
ANTERO RESOURCES CORP COM
+$224.0K
15,902
+7%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$220.0K
0
-100%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$185.0K
54,672
+2%
增持
NTR
NUTRIEN LTD COM
+$185.0K
3,938
+32%
增持
STLD
STEEL DYNAMICS INC COM
+$146.0K
5,415
+10%
增持
MTUS
TIMKENSTEEL CORPORATION COM
+$137.0K
19,817
+10%
增持
EIG
EMPLOYERS HLDGS INC COM
+$112.0K
77,357
+5%
减持
AA
ALCOA CORP COM
-$106.0K
4,690
-47%
增持
NUE
NUCOR CORP COM
+$105.0K
2,467
+8%
增持
—
BUNGE LIMITED COM
+$103.0K
2,763
+27%
建仓
R
RYDER SYS INC COM
+$98.0K
1,240
清仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$87.0K
0
-100%
增持
GT
GOODYEAR TIRE & RUBR CO COM
-$80.0K
15,287
+9%
清仓
TDS
TELEPHONE & DATA SYS INC COM NEW
-$79.0K
0
-100%
增持
MSM
MSC INDL DIRECT INC CL A
+$79.0K
3,261
+38%
增持
CBT
CABOT CORP COM
+$73.0K
4,300
+9%
增持
TSN
TYSON FOODS INC CL A
+$66.0K
3,159
+27%
增持
CHCO
CITY HLDG CO COM
-$63.0K
44,405
+2%
增持
DHI
D R HORTON INC COM
-$62.0K
2,501
+10%
增持
CUBI
CUSTOMERS BANCORP INC COM
-$61.0K
8,124
+10%
减持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$60.0K
146
-67%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$59.0K
5,959
+26%
增持
RGP
RESOURCES CONNECTION INC COM
+$56.0K
14,722
+34%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$53.0K
7,308
+1%
减持
MO
ALTRIA GROUP INC COM
-$51.0K
225
-83%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$48.0K
22,084
+2%
增持
LPX
LOUISIANA PAC CORP COM
-$47.0K
4,955
+9%
清仓
—
PREFERRED APT CMNTYS INC COM
-$46.0K
0
-100%
增持
BHE
BENCHMARK ELECTRS INC COM
+$45.0K
10,297
+31%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$45.0K
114,427
+2%
增持
—
VEON LTD SPONSORED ADR
-$45.0K
48,043
+6%
增持
OMF
ONEMAIN HLDGS INC COM
+$43.0K
4,911
+29%
增持
TSLA
TESLA INC COM
+$43.0K
265
+15%
增持
—
VISTA OUTDOOR INC COM
-$40.0K
6,364
+10%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$39.0K
5,572
+11%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$38.0K
24,708
+2%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$37.0K
28,989
+2%
减持
MGA
MAGNA INTL INC COM
-$37.0K
500
-41%
增持
BBY
BEST BUY INC COM
+$36.0K
2,145
+37%
增持
HAFC
HANMI FINL CORP COM NEW
+$36.0K
12,690
+9%
增持
ZION
ZIONS BANCORPORATION N A COM
+$33.0K
4,274
+9%
增持
—
CALLON PETE CO DEL COM
+$33.0K
2,266
+6%
建仓
BBDC
BARINGS BDC INC COM
+$33.0K
3,148
减持
NAVI
NAVIENT CORPORATION COM
-$32.0K
4,307
-13%
增持
VIRT
VIRTU FINL INC CL A
+$31.0K
3,083
+6%
增持
TXN
TEXAS INSTRS INC COM
+$28.0K
32,865
+3%
增持
—
SIGNET JEWELERS LIMITED SHS
-$28.0K
3,417
+8%
建仓
TFC
TRUIST FINL CORP COM
+$26.0K
459
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$25.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
-$25.0K
85
-64%
增持
—
ENDO INTL PLC SHS
-$24.0K
29,862
+20%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$24.0K
4,058
+90%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$22.0K
5,063
+9%
增持
—
INVESCO LTD SHS
+$20.0K
9,453
+10%
减持
BAC
BK OF AMERICA CORP COM
-$19.0K
1,108
-24%
减持
BILI
BILIBILI INC SPONS ADS REP Z
-$18.0K
525
-22%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$18.0K
8,017
+9%
增持
FULT
FULTON FINL CORP PA COM
+$17.0K
14,313
+10%
增持
WSBC
WESBANCO INC COM
+$16.0K
6,689
+9%
建仓
SNX
TD SYNNEX CORPORATION COM
+$15.0K
145
增持
CAL
CALERES INC COM
-$15.0K
11,834
+10%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
+$15.0K
7,948
+5%
增持
COLB
COLUMBIA BKG SYS INC COM
+$14.0K
78,855
+2%
减持
AAPL
APPLE INC COM
-$14.0K
3,896
-0%
增持
KEY
KEYCORP COM
+$13.0K
11,004
+9%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$13.0K
332
+10%
增持
THC
TENET HEALTHCARE CORP COM NEW
+$13.0K
1,522
+5%
清仓
OKE
ONEOK INC NEW COM
-$12.0K
0
-100%
建仓
—
GLOBAL X CANNABIS ETF
+$11.0K
2,000
减持
MSFT
MICROSOFT CORP COM
-$10.0K
284
-2%
增持
—
PACWEST BANCORP DEL COM
+$10.0K
6,217
+9%
增持
SWBI
SMITH & WESSON BRANDS INC COM
-$8.0K
4,997
+6%
建仓
EOG
EOG RES INC COM
+$7.0K
60
增持
WMT
WALMART INC COM
+$7.0K
568
+6%
增持
CYH
COMMUNITY HEALTH SYS INC NEW COM
-$7.0K
9,711
+6%
增持
AGNC
AGNC INVT CORP COM
-$6.0K
5,179
+6%
建仓
BUFG
FT CBOE VEST BUFFERED ALLOCATION GROWTH ETF
+$6.0K
315
清仓
—
KRATON CORP COM
-$6.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW COM
+$5.0K
80
增持
SCHP
SCHWAB U.S. TIPS ETF
-$5.0K
354,702
+4%
增持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
-$4.0K
1,444
+5%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
-$4.0K
6,090
+5%
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$4.0K
7
增持
M
MACYS INC COM
+$4.0K
12,431
+9%
增持
SLM
SLM CORP COM
+$4.0K
18,824
+8%
增持
MED
MEDIFAST INC COM
-$4.0K
1,662
+21%
清仓
—
SUPER MICRO COMPUTER INC COM
-$3.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$3.0K
10
增持
KLIC
KULICKE & SOFFA INDS INC COM
+$3.0K
4,807
+9%
增持
IIIN
INSTEEL INDS INC COM
+$3.0K
7,359
+9%
增持
BCC
BOISE CASCADE CO DEL COM
+$3.0K
1,522
+6%
增持
OLN
OLIN CORP COM PAR 1
-$3.0K
5,642
+9%
增持
COF
CAPITAL ONE FINL CORP COM
-$2.0K
1,789
+10%
建仓
DRIV
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
+$2.0K
90
增持
ENVA
ENOVA INTL INC COM
-$2.0K
2,401
+6%
建仓
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$2.0K
37
增持
ECHO
ECHOSTAR CORP CL A
+$2.0K
8,688
+10%
建仓
BA
BOEING CO COM
+$2.0K
12
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$1.0K
360
+17%
清仓
BLDP
BALLARD PWR SYS INC NEW COM
-$1.0K
0
-100%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING
+$1.0K
10
建仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$1.0K
20
增持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$1.0K
420
+14%
建仓
FIW
FIRST TRUST WATER ETF
+$1.0K
12
建仓
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
+$1.0K
16
建仓
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND
+$1.0K
10
增持
—
REALOGY HLDGS CORP COM
-$1.0K
5,660
+5%
清仓
—
SUNDIAL GROWERS INC COM
-$1.0K
0
-100%
建仓
BRCC
BRC INC COM CL A
+$1.0K
30
增持
IQ
IQIYI INC SPONSORED ADS
+$0
2,223
+5%
清仓
NAK
NORTHERN DYNASTY MINERALS LTD COM NEW
+$0
0
-100%
清仓
SLV
ISHARES SILVER TRUST
+$0
0
-100%
减持
PLUG
PLUG POWER INC COM NEW
+$0
21
-49%
清仓
—
PHARMACYTE BIOTECH INC COM NEW
+$0
0
-100%
减持
—
ZYNGA INC CL A
+$0
121
-45%
增持
MLI
MUELLER INDS INC COM
+$0
6,180
+10%
