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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 5
增持 86
减持 7
清仓 52
方向
标的
Δ市值
现股数(环比)
清仓
HRB
BLOCK H & R INC COM
-$5.3M
0
-100%
清仓
FAF
FIRST AMERN FINL CORP COM
-$4.3M
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC COM
-$4.0M
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。
清仓
ERIC
ERICSSON ADR B SEK 10
-$3.3M
0
-100%
增持
SCHP
SCHWAB US TIPS ETF
-$935.0K
388,799
+3%
清仓
CF
CF INDS HLDGS INC COM
-$734.0K
0
-100%
增持
ABBV
ABBVIE INC COM
-$699.0K
40,843
+1%
增持
BKE
BUCKLE INC COM
+$674.0K
156,336
+1%
增持
EIG
EMPLOYERS HLDGS INC COM
-$555.0K
80,049
+1%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$453.0K
7,375
清仓
MTUS
TIMKENSTEEL CORPORATION COM
-$445.0K
0
-100%
增持
CHCO
CITY HLDG CO COM
+$442.0K
45,086
+1%
增持
AVGO
BROADCOM INC COM
-$372.0K
10,079
+1%
增持
AAP
ADVANCE AUTO PARTS INC COM
-$325.0K
22,305
+1%
增持
FAST
FASTENAL CO COM
-$321.0K
98,546
+1%
增持
UPBD
RENT A CTR INC NEW COM
-$316.0K
184,685
+1%
清仓
LPX
LOUISIANA PAC CORP COM
-$312.0K
0
-100%
增持
INFY
INFOSYS LTD SPONSORED ADR
-$290.0K
220,106
+1%
清仓
BBY
BEST BUY INC COM
-$289.0K
0
-100%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$285.0K
76,080
+3%
清仓
MED
MEDIFAST INC COM
-$272.0K
0
-100%
清仓
ZION
ZIONS BANCORPORATION N A COM
-$261.0K
0
-100%
清仓
AA
ALCOA CORP COM
-$256.0K
0
-100%
清仓
WSBC
WESBANCO INC COM
-$254.0K
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC COM
-$246.0K
0
-100%
增持
MRK
MERCK & CO INC COM
-$235.0K
60,538
+1%
清仓
COF
CAPITAL ONE FINL CORP COM
-$223.0K
0
-100%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$217.0K
145,506
+3%
清仓
—
PACWEST BANCORP DEL COM
-$198.0K
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$189.0K
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$185.0K
100,147
+1%
清仓
—
INVESCO LTD SHS
-$183.0K
0
-100%
增持
CCRN
CROSS CTRY HEALTHCARE INC COM
+$170.0K
15,193
+21%
增持
—
PREMIER INC CL A
-$168.0K
130,924
+1%
增持
NTAP
NETAPP INC COM
-$163.0K
63,531
+1%
增持
CTRA
COTERRA ENERGY INC COM
+$105.0K
162,384
+1%
增持
TXN
TEXAS INSTRS INC COM
+$98.0K
33,720
+1%
增持
MLI
MUELLER INDS INC COM
+$96.0K
8,379
+11%
建仓
SLB
SCHLUMBERGER LTD COM STK
+$92.0K
2,571
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$91.0K
110,028
+1%
增持
BTU
PEABODY ENGR CORP COM
+$86.0K
15,802
+10%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$82.0K
31,688
+2%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$81.0K
54,229
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$71.0K
25,530
+2%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$68.0K
23,727
+2%
清仓
AGNC
AGNC INVT CORP COM
-$64.0K
0
-100%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
-$64.0K
0
-100%
增持
MOS
MOSAIC CO NEW COM
+$63.0K
10,932
+11%
增持
CMC
COMMERCIAL METALS CO COM
+$62.0K
11,002
+11%
增持
STLD
STEEL DYNAMICS INC COM
+$58.0K
5,676
+9%
增持
HAFC
HANMI FINL CORP COM NEW
+$58.0K
16,890
+11%
增持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
+$56.0K
1,621
+1%
增持
COLB
COLUMBIA BKG SYS INC COM
+$47.0K
80,130
+1%
增持
TSLA
TESLA INC COM
+$46.0K
862
+217%
增持
DHI
D R HORTON INC COM
+$45.0K
5,916
+11%
增持
NUE
NUCOR CORP COM
+$44.0K
3,981
+9%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$43.0K
6,733
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$43.0K
1,660
-2%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$43.0K
7,423
+11%
增持
—
SIGNET JEWELERS LIMITED SHS
+$41.0K
4,528
+11%
增持
IIIN
INSTEEL INDS INC COM
-$38.0K
9,894
+11%
增持
CBT
CABOT CORP COM
+$37.0K
5,711
+11%
增持
AR
ANTERO RESOURCES CORP COM
+$36.0K
12,520
+11%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$27.0K
10,670
+11%
增持
—
UNITED STATES STL CORP NEW COM
+$26.0K
17,162
+8%
增持
BZH
BEAZER HOMES USA INC COM NEW
-$25.0K
21,517
+11%
清仓
—
ENDO INTL PLC SHS
-$24.0K
0
-100%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
-$23.0K
6,626
+1%
增持
MATX
MATSON INC COM
-$20.0K
4,803
+11%
增持
CYH
COMMUNITY HEALTH SYS INC NEW COM
-$18.0K
11,274
+1%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$17.0K
6,992
+2%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$17.0K
656
+11%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$16.0K
110,129
+2%
增持
ECHO
ECHOSTAR CORP CL A
-$16.0K
18,076
+11%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$15.0K
2,644
+26%
减持
—
TILRAY BRANDS INC COM CL 2
-$14.0K
1,753
-71%
增持
SWBI
SMITH & WESSON BRANDS INC COM
-$14.0K
5,127
+1%
增持
M
MACYS INC COM
-$14.0K
16,552
+11%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$14.0K
1,369
+26%
清仓
SNX
TD SYNNEX CORPORATION COM
-$13.0K
0
-100%
清仓
PFE
PFIZER INC COM
-$13.0K
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$12.0K
5,664
+0%
增持
—
GLOBAL X CANNABIS ETF
+$11.0K
1,450
+153%
增持
CUBI
CUSTOMERS BANCORP INC COM
-$11.0K
10,820
+11%
增持
—
ANYWHERE REAL ESTATE INC COM
-$10.0K
6,329
+1%
减持
MSFT
MICROSOFT CORP COM
-$9.0K
268
-3%
增持
—
CALLON PETE CO DEL COM
-$9.0K
2,474
+1%
增持
GT
GOODYEAR TIRE & RUBR CO COM
+$9.0K
20,317
+11%
增持
OLN
OLIN CORP COM PAR 1
+$9.0K
7,506
+11%
增持
TGT
TARGET CORP COM
+$9.0K
388
+11%
增持
KEY
KEYCORP COM
+$8.0K
14,652
+11%
增持
CAL
CALERES INC COM
+$8.0K
15,495
+11%
增持
VIRT
VIRTU FINL INC CL A
-$8.0K
3,459
+1%
增持
WMT
WALMART INC COM
+$8.0K
628
+4%
增持
R
RYDER SYS INC COM
+$7.0K
1,375
+1%
减持
CRON
CRONOS GROUP INC COM
-$6.0K
1,131
-66%
增持
—
VISTA OUTDOOR INC COM
-$6.0K
8,450
+11%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$6.0K
400
+1900%
增持
NAVI
NAVIENT CORPORATION COM
+$4.0K
5,034
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$4.0K
194
+5%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$4.0K
277
+27%
减持
META
META PLATFORMS INC CL A
-$4.0K
103
-9%
减持
AAPL
APPLE INC COM
+$4.0K
3,909
-0%
增持
SNPE
XTRACKERS S&P 500 ESG ETF
+$4.0K
970
+25%
增持
GOOG
ALPHABET INC CAP STK CL C
-$4.0K
300
+1900%
增持
—
COLUMBIA SUSTAINABLE U.S. EQUITY INCOME ETF
+$3.0K
545
+25%
清仓
VALE
VALE S A SPONSORED ADS
-$3.0K
0
-100%
增持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
+$2.0K
648
+18%
建仓
FLNA
CASSAVA SCIENCES INC COM
+$2.0K
48
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$2.0K
138
+11%
增持
ENVA
ENOVA INTL INC COM
+$2.0K
2,697
+1%
建仓
—
FLOTEK INDS INC DEL COM
+$2.0K
1,754
清仓
—
ISHARES EVOLVED U.S. INNOVATIVE HEALTHCARE ETF
-$2.0K
0
-100%
增持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$2.0K
348
+26%
增持
—
LAREDO PETROLEUM INC COM
+$2.0K
3,591
+11%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$1.0K
389
+15%
清仓
—
DEFIANCE NEXT GEN SPAC DERIVED ETF
-$1.0K
0
-100%
增持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
+$1.0K
420
+14%
清仓
—
WW INTL INC COM
-$1.0K
0
-100%
清仓
VOO
VANGUARD S&P 500 ETF
-$1.0K
0
-100%
增持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$1.0K
276
+57%
增持
THC
TENET HEALTHCARE CORP COM NEW
-$1.0K
1,713
+1%
减持
—
AURORA CANNABIS INC COM
-$1.0K
368
-58%
清仓
LMT
LOCKHEED MARTIN CORP COM
+$0
0
清仓
DLTR
DOLLAR TREE INC COM
+$0
0
清仓
NVS
NOVARTIS AG SPONSORED ADR
+$0
0
清仓
D
DOMINION ENERGY INC COM
+$0
0
清仓
RBLX
ROBLOX CORP CL A
+$0
0
清仓
—
ACTIVISION BLIZZARD INC COM
+$0
0
清仓
—
EXXON MOBIL CORP COM
+$0
0
清仓
PM
PHILIP MORRIS INTL INC COM
+$0
0
清仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$0
0
建仓
RUM
RUMBLE INC COM CL A
+$0
40
清仓
IONS
IONIS PHARMACEUTICALS INC COM
+$0
0
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$0
0
-100%
清仓
CVS
CVS HEALTH CORP COM
+$0
0
清仓
NFLX
NETFLIX INC COM
+$0
0
清仓
GD
GENERAL DYNAMICS CORP COM
+$0
0
增持
PANW
PALO ALTO NETWORKS INC COM
+$0
30
+200%
清仓
HD
HOME DEPOT INC COM
+$0
0
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
+$0
0
清仓
CMCSA
COMCAST CORP NEW CL A
+$0
0
清仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$0
0
清仓
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$0
0
-100%
清仓
MCK
MCKESSON CORP COM
+$0
0
清仓
IYF
ISHARES U.S. FINANCIALS ETF
+$0
0
清仓
BNY
BANK NEW YORK MELLON CORP COM
+$0
0
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
+$0
0
清仓
GLD
SPDR GOLD SHARES
+$0
0
清仓
IYE
ISHARES U.S. ENERGY ETF
+$0
0
