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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 14
增持 85
减持 34
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
AAP
ADVANCE AUTO PARTS INC COM
+$3.8M
22,023
增持
BKE
BUCKLE INC COM
+$3.6M
154,418
+649%
减持
CTRA
COTERRA ENERGY INC COM
-$2.4M
160,358
-34%
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
AVGO
BROADCOM INC COM
-$2.2M
9,978
-11%
减持
INFY
INFOSYS LTD SPONSORED ADR
-$2.2M
217,462
-13%
减持
HRB
BLOCK H & R INC COM
+$1.4M
150,468
-0%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$1.2M
99,111
-5%
减持
NTAP
NETAPP INC COM
-$1.1M
62,728
-0%
增持
FAF
FIRST AMERN FINL CORP COM
-$947.0K
80,630
+0%
增持
FAST
FASTENAL CO COM
-$917.0K
97,321
+0%
增持
TXN
TEXAS INSTRS INC COM
-$909.0K
33,330
+1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$784.0K
53,606
-2%
增持
UPBD
RENT A CTR INC NEW COM
+$757.0K
182,503
+65%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$726.0K
108,992
+4%
清仓
STRA
STRATEGIC ED INC COM
-$537.0K
0
-100%
减持
MRK
MERCK & CO INC COM
+$532.0K
59,772
-0%
增持
SCHP
SCHWAB U.S. TIPS ETF
-$459.0K
377,694
+6%
增持
JEF
JEFFERIES FINL GROUP INC COM
+$405.0K
144,443
+32%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$353.0K
12,298
-27%
减持
—
UNITED STATES STL CORP NEW COM
-$348.0K
15,906
-5%
清仓
SLM
SLM CORP COM
-$346.0K
0
-100%
减持
BTU
PEABODY ENGR CORP COM
-$336.0K
14,357
-45%
建仓
MATX
MATSON INC COM
+$315.0K
4,328
增持
COLB
COLUMBIA BKG SYS INC COM
-$277.0K
79,151
+0%
建仓
CCRN
CROSS CTRY HEALTHCARE INC COM
+$261.0K
12,524
增持
ABBV
ABBVIE INC COM
-$252.0K
40,356
+2%
增持
ERIC
ERICSSON ADR B SEK 10
+$238.0K
443,739
+33%
清仓
FULT
FULTON FINL CORP PA COM
-$238.0K
0
-100%
建仓
—
LAREDO PETROLEUM INC COM
+$224.0K
3,247
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$181.0K
107,526
-6%
增持
DHI
D R HORTON INC COM
+$167.0K
5,328
+113%
增持
AA
ALCOA CORP COM
-$166.0K
5,627
+20%
增持
AAPL
APPLE INC COM
-$144.0K
3,921
+1%
增持
EIG
EMPLOYERS HLDGS INC COM
+$143.0K
79,158
+2%
减持
AR
ANTERO RESOURCES CORP COM
-$139.0K
11,278
-29%
增持
CAL
CALERES INC COM
+$138.0K
13,983
+18%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$133.0K
592
+78%
增持
CF
CF INDS HLDGS INC COM
-$126.0K
8,564
+3%
减持
NTR
NUTRIEN LTD COM
-$123.0K
3,596
-9%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$118.0K
6,839
-6%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$118.0K
25,081
+2%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$113.0K
23,248
+5%
减持
STLD
STEEL DYNAMICS INC COM
-$107.0K
5,217
-4%
增持
TSLA
TESLA INC COM
-$103.0K
272
+3%
增持
ECHO
ECHOSTAR CORP CL A
+$103.0K
16,268
+87%
增持
RGP
RESOURCES CONNECTION INC COM
+$102.0K
17,394
+18%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$101.0K
1,088
-49%
增持
CUBI
CUSTOMERS BANCORP INC COM
-$94.0K
9,738
+20%
增持
BBY
BEST BUY INC COM
+$94.0K
4,434
+107%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$93.0K
141,838
+9%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$89.0K
2,104
-48%
增持
TSN
TYSON FOODS INC CL A
+$82.0K
4,237
+34%
增持
MOS
MOSAIC CO NEW COM
-$80.0K
9,847
+20%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$73.0K
7,425
+25%
增持
CYH
COMMUNITY HEALTH SYS INC NEW COM
-$73.0K
11,137
+15%
增持
—
PACWEST BANCORP DEL COM
-$70.0K
7,443
+20%
增持
MLI
MUELLER INDS INC COM
+$67.0K
7,542
+22%
增持
CHCO
CITY HLDG CO COM
+$62.0K
44,532
+0%
增持
AMZN
AMAZON COM INC COM
-$60.0K
1,770
+2229%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$60.0K
74,167
+17%
增持
BHE
BENCHMARK ELECTRS INC COM
+$46.0K
13,494
+31%
减持
BAC
BK OF AMERICA CORP COM
-$45.0K
45
-96%
增持
—
ENDO INTL PLC SHS
-$45.0K
52,153
+75%
增持
THC
TENET HEALTHCARE CORP COM NEW
-$42.0K
1,696
+11%
减持
SNPE
XTRACKERS S&P 500 ESG ETF
-$39.0K
776
-52%
增持
—
CALLON PETE CO DEL COM
-$38.0K
2,445
+8%
减持
BCC
BOISE CASCADE CO DEL COM
-$38.0K
1,140
-25%
减持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$37.0K
218
-51%
增持
MSM
MSC INDL DIRECT INC CL A
+$36.0K
4,182
+28%
增持
—
INVESCO LTD SHS
-$35.0K
11,327
+20%
增持
VIRT
VIRTU FINL INC CL A
-$35.0K
3,421
+11%
增持
CBT
CABOT CORP COM
+$34.0K
5,148
+20%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$33.0K
5,655
+39%
清仓
—
VEON LTD SPONSORED ADR
-$33.0K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
-$32.0K
124
-28%
增持
M
MACYS INC COM
-$30.0K
14,929
+20%
增持
—
SIGNET JEWELERS LIMITED SHS
-$30.0K
4,086
+20%
增持
HAFC
HANMI FINL CORP COM NEW
+$30.0K
15,225
+20%
增持
IIIN
INSTEEL INDS INC COM
+$28.0K
8,914
+21%
增持
—
ANYWHERE REAL ESTATE INC COM
-$28.0K
6,254
+10%
增持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
-$26.0K
1,605
+11%
减持
TFC
TRUIST FINL CORP COM
-$26.0K
6
-99%
增持
WSBC
WESBANCO INC COM
+$24.0K
8,008
+20%
减持
—
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF
-$24.0K
437
-57%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$24.0K
1,697
+2%
增持
—
BUNGE LIMITED COM
+$24.0K
3,637
+32%
增持
KLIC
KULICKE & SOFFA INDS INC COM
-$23.0K
5,754
+20%
增持
GT
GOODYEAR TIRE & RUBR CO COM
-$22.0K
18,303
+20%
增持
KEY
KEYCORP COM
-$19.0K
13,200
+20%
增持
LOW
LOWES COS INC COM
+$19.0K
240
+114%
增持
ZION
ZIONS BANCORPORATION N A COM
-$19.0K
5,134
+20%
增持
OLN
OLIN CORP COM PAR 1
+$18.0K
6,765
+20%
减持
MSFT
MICROSOFT CORP COM
-$17.0K
276
-3%
增持
CMC
COMMERCIAL METALS CO COM
-$16.0K
9,922
+20%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$16.0K
276
-48%
增持
NUE
NUCOR CORP COM
+$15.0K
3,655
+48%
清仓
VHT
VANGUARD HEALTH CARE INDEX FUND
-$15.0K
0
-100%
增持
—
VISTA OUTDOOR INC COM
-$15.0K
7,611
+20%
增持
ENVA
ENOVA INTL INC COM
-$14.0K
2,670
+11%
增持
BHF
BRIGHTHOUSE FINL INC COM
-$13.0K
6,071
+20%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$13.0K
31,201
+8%
减持
ICLN
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
-$12.0K
548
-47%
增持
COF
CAPITAL ONE FINL CORP COM
-$12.0K
2,143
+20%
减持
MED
MEDIFAST INC COM
-$12.0K
1,508
-9%
增持
WMT
WALMART INC COM
-$12.0K
602
+6%
增持
BZH
BEAZER HOMES USA INC COM NEW
-$12.0K
19,312
+20%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$12.0K
1,218
-3%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
-$11.0K
8,508
+7%
增持
OMF
ONEMAIN HLDGS INC COM
+$11.0K
6,515
+33%
清仓
—
GLOBAL X CANNABIS ETF
-$11.0K
0
-100%
增持
MTUS
TIMKENSTEEL CORPORATION COM
+$11.0K
23,782
+20%
清仓
FSZ
FIRST TRUST SWITZERLAND ALPHADEX FUND
-$11.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
-$10.0K
184
+8%
增持
SWBI
SMITH & WESSON BRANDS INC COM
-$9.0K
5,067
+1%
建仓
—
GLOBAL X FDS CANNABIS ETF NEW
+$9.0K
573
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$8.0K
9,612
+20%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$6.0K
337
-6%
清仓
BUFG
FT CBOE VEST BUFFERED ALLOCATION GROWTH ETF
-$6.0K
0
-100%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$6.0K
369
-12%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$6.0K
6,689
+20%
建仓
ENB
ENBRIDGE INC COM
+$6.0K
140
增持
—
CARNIVAL CORP COMMON STOCK
-$5.0K
598
+20%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$5.0K
10
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$4.0K
770
+35%
增持
AGNC
AGNC INVT CORP COM
-$4.0K
5,754
+11%
增持
LPX
LOUISIANA PAC CORP COM
+$4.0K
5,945
+20%
清仓
XHE
SPDR S&P HEALTH CARE EQUIPMENT ETF
-$4.0K
0
-100%
增持
NAVI
NAVIENT CORPORATION COM
-$3.0K
4,974
+15%
减持
—
PREMIER INC CL A
+$3.0K
129,256
-0%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$2.0K
6,553
+8%
减持
VOO
VANGUARD S&P 500 ETF
-$2.0K
2
-71%
清仓
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$2.0K
0
-100%
增持
TGT
TARGET CORP COM
-$2.0K
348
+44%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$1.0K
160
+7%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING
-$1.0K
0
-100%
清仓
PINS
PINTEREST INC CL A
-$1.0K
0
-100%
增持
R
RYDER SYS INC COM
-$1.0K
1,362
+10%
清仓
—
ZYNGA INC CL A
-$1.0K
0
-100%
清仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-$1.0K
0
-100%
清仓
FIW
FIRST TRUST WATER ETF
-$1.0K
0
-100%
清仓
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
-$1.0K
0
-100%
增持
KD
KYNDRYL HLDGS INC COMMON STOCK
-$1.0K
342
+3%
建仓
CNQ
CANADIAN NAT RES LTD COM
+$1.0K
17
清仓
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND
-$1.0K
0
-100%
建仓
CRESY
CRESUD S A C I F Y A SPONSORED ADR
+$1.0K
100
建仓
LMT
LOCKHEED MARTIN CORP COM
+$0
0
建仓
DLTR
DOLLAR TREE INC COM
+$0
0
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$0
0
建仓
D
DOMINION ENERGY INC COM
+$0
0
建仓
RBLX
ROBLOX CORP CL A
+$0
0
