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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 137 项
建仓 9
增持 61
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
BLV
VANGUARD LONG-TERM BOND ETF
+$19.9M
275,401
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$7.0M
320
-100%
建仓
—
LOGITECH INTL S A SHS
+$6.6M
106,479
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
SCHP
SCHWAB US TIPS ETF
-$5.0M
293,115
-25%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$2.2M
219,323
+99%
减持
BKE
BUCKLE INC COM
+$2.1M
155,225
-1%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.5M
103,652
+36%
减持
MRK
MERCK & CO INC COM
+$1.4M
59,948
-1%
减持
ABBV
ABBVIE INC COM
+$1.1M
40,550
-1%
减持
AVGO
BROADCOM INC COM
+$1.1M
9,918
-2%
减持
UPBD
RENT A CTR INC NEW COM
+$867.0K
181,859
-2%
减持
EIG
EMPLOYERS HLDGS INC COM
+$656.0K
79,236
-1%
建仓
—
SUPER MICRO COMPUTER INC COM
+$536.0K
6,528
建仓
TTMI
TTM TECHNOLOGIES INC COM
+$431.0K
28,593
增持
BHE
BENCHMARK ELECTRS INC COM
+$429.0K
28,606
+112%
建仓
CVCO
CAVCO INDS INC DEL COM
+$424.0K
1,872
建仓
CALM
CAL MAINE FOODS INC COM NEW
+$400.0K
7,347
建仓
—
CHICOS FAS INC COM
+$365.0K
74,127
建仓
LXU
LSB INDS INC COM
+$351.0K
26,419
增持
CCRN
CROSS CTRY HEALTHCARE INC COM
+$327.0K
28,542
+88%
清仓
OLN
OLIN CORP COM PAR 1
-$322.0K
0
-100%
清仓
MATX
MATSON INC COM
-$295.0K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
+$290.0K
33,345
-1%
减持
CTRA
COTERRA ENERGY INC COM
-$270.0K
161,609
-0%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$268.0K
109,274
-1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$258.0K
53,953
-1%
减持
AAP
ADVANCE AUTO PARTS INC COM
-$219.0K
22,227
-0%
增持
CMC
COMMERCIAL METALS CO COM
+$209.0K
12,395
+13%
增持
DHI
D R HORTON INC COM
+$195.0K
6,649
+12%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$192.0K
98,182
-2%
增持
STLD
STEEL DYNAMICS INC COM
+$180.0K
5,966
+5%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$178.0K
26,569
+12%
减持
INFY
INFOSYS LTD SPONSORED ADR
+$161.0K
216,309
-2%
减持
NTAP
NETAPP INC COM
-$153.0K
62,877
-1%
减持
CHCO
CITY HLDG CO COM
+$141.0K
44,474
-1%
增持
NUE
NUCOR CORP COM
+$129.0K
4,212
+6%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$128.0K
26,269
+3%
增持
—
UNITED STATES STL CORP NEW COM
+$125.0K
17,420
+2%
增持
M
MACYS INC COM
+$124.0K
18,551
+12%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$118.0K
34,976
+10%
增持
BZH
BEAZER HOMES USA INC COM NEW
+$102.0K
24,314
+13%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$99.0K
748
+14%
增持
BHF
BRIGHTHOUSE FINL INC COM
+$96.0K
7,571
+12%
清仓
SLB
SCHLUMBERGER LTD COM STK
-$92.0K
0
-100%
增持
—
SIGNET JEWELERS LIMITED SHS
+$88.0K
5,106
+13%
减持
—
PREMIER INC CL A
+$87.0K
129,521
-1%
清仓
NAVI
NAVIENT CORPORATION COM
-$74.0K
0
-100%
增持
HAFC
HANMI FINL CORP COM NEW
+$72.0K
19,054
+13%
减持
COLB
COLUMBIA BKG SYS INC COM
+$70.0K
79,143
-1%
减持
FAST
FASTENAL CO COM
+$70.0K
97,355
-1%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$70.0K
12,014
+13%
增持
BTU
PEABODY ENGR CORP COM
+$68.0K
17,393
+10%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$67.0K
7,102
+2%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$66.0K
8,395
+13%
增持
CBT
CABOT CORP COM
+$65.0K
6,433
+13%
增持
—
BUNGE LIMITED COM
+$63.0K
3,641
+0%
增持
MLI
MUELLER INDS INC COM
+$58.0K
9,431
+13%
增持
AR
ANTERO RESOURCES CORP COM
+$56.0K
14,124
+13%
增持
KEY
KEYCORP COM
+$53.0K
16,527
+13%
增持
AMZN
AMAZON COM INC COM
-$46.0K
1,830
+3%
增持
ECHO
ECHOSTAR CORP CL A
+$46.0K
20,618
+14%
增持
IIIN
INSTEEL INDS INC COM
+$44.0K
11,127
+12%
清仓
VDC
VANGUARD CONSUMER STAPLES ETF
-$44.0K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$40.0K
7,823
+6%
增持
MSM
MSC INDL DIRECT INC CL A
+$38.0K
4,188
+0%
增持
NTR
NUTRIEN LTD COM
-$35.0K
3,625
+1%
减持
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
-$34.0K
1,203
-26%
减持
AAPL
APPLE INC COM
-$34.0K
3,894
-0%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$32.0K
1,789
+31%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$30.0K
3,390
+28%
增持
CUBI
CUSTOMERS BANCORP INC COM
+$30.0K
12,326
+14%
增持
GT
GOODYEAR TIRE & RUBR CO COM
+$28.0K
22,950
+13%
增持
—
VISTA OUTDOOR INC COM
+$27.0K
9,571
+13%
减持
SPY
SPDR S&P 500 ETF TRUST
-$26.0K
61
-56%
减持
THC
TENET HEALTHCARE CORP COM NEW
-$26.0K
1,274
-26%
清仓
BBDC
BARINGS BDC INC COM
-$26.0K
0
-100%
增持
OMF
ONEMAIN HLDGS INC COM
+$25.0K
6,528
+0%
清仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$25.0K
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$22.0K
4,933
-26%
增持
—
LAREDO PETROLEUM INC COM
-$21.0K
3,986
+11%
减持
—
ANYWHERE REAL ESTATE INC COM
-$21.0K
4,703
-26%
减持
SWBI
SMITH & WESSON BRANDS INC COM
-$20.0K
3,820
-25%
减持
VIRT
VIRTU FINL INC CL A
-$20.0K
2,565
-26%
减持
—
CALLON PETE CO DEL COM
-$19.0K
1,832
-26%
减持
R
RYDER SYS INC COM
-$19.0K
1,019
-26%
减持
—
GLOBAL X CANNABIS ETF
-$17.0K
300
-79%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$16.0K
5,670
+0%
增持
TSN
TYSON FOODS INC CL A
-$14.0K
4,250
+0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$13.0K
7,483
+1%
增持
CAL
CALERES INC COM
+$13.0K
17,427
+12%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$13.0K
354
+28%
增持
WMT
WALMART INC COM
+$13.0K
663
+6%
增持
SNPE
XTRACKERS S&P 500 ESG ETF
+$12.0K
1,246
+28%
减持
CYH
COMMUNITY HEALTH SYS INC NEW COM
+$12.0K
8,379
-26%
增持
CVX
CHEVRON CORP NEW COM
+$11.0K
253
+6%
减持
GOOG
ALPHABET INC CAP STK CL C
-$11.0K
200
-33%
减持
MSFT
MICROSOFT CORP COM
-$10.0K
218
-19%
增持
MOS
MOSAIC CO NEW COM
+$10.0K
12,258
+12%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$9.0K
161
+17%
减持
PG
PROCTER AND GAMBLE CO COM
+$9.0K
640
-9%
减持
BCC
BOISE CASCADE CO DEL COM
-$9.0K
854
-26%
清仓
BILI
BILIBILI INC SPONS ADS REP Z
-$8.0K
0
-100%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$7.0K
870
+13%
增持
—
COLUMBIA U.S. ESG EQUITY INCOME ETF
+$7.0K
673
+23%
增持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$7.0K
441
+27%
清仓
IQ
IQIYI INC SPONSORED ADS
-$6.0K
0
-100%
减持
USFD
US FOODS HLDG CORP COM
+$6.0K
1,000
-5%
减持
META
META PLATFORMS INC CL A
-$6.0K
70
-32%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$6.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$5.0K
60
+50%
增持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
+$5.0K
845
+30%
减持
RGP
RESOURCES CONNECTION INC COM
+$5.0K
17,378
-0%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC COM
-$5.0K
32
-48%
增持
TGT
TARGET CORP COM
+$5.0K
420
+8%
增持
DVN
DEVON ENERGY CORP NEW COM
+$4.0K
150
+88%
清仓
TMO
THERMO FISHER SCIENTIFIC INC COM
-$4.0K
0
-100%
清仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$3.0K
0
-100%
减持
CRON
CRONOS GROUP INC COM
-$2.0K
551
-51%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$2.0K
465
+20%
减持
—
TILRAY BRANDS INC COM CL 2
-$2.0K
968
-45%
清仓
DOW
DOW INC COM
-$2.0K
0
-100%
清仓
VICE
ADVISORSHARES VICE ETF
-$2.0K
0
-100%
减持
ENVA
ENOVA INTL INC COM
-$2.0K
1,998
-26%
清仓
—
FLOTEK INDS INC DEL COM
-$2.0K
0
-100%
清仓
HTZWW
HERTZ GLOBAL HLDGS INC WT EXP 063051
-$2.0K
0
-100%
增持
DIS
DISNEY WALT CO COM
+$2.0K
444
+14%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.0K
157
-2%
清仓
SQ
BLOCK INC CL A
-$1.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$0
201
+4%
减持
SCHW
SCHWAB CHARLES CORP COM
+$0
365
-12%
清仓
PLUG
PLUG POWER INC COM NEW
+$0
0
-100%
建仓
—
PHARMACYTE BIOTECH INC COM NEW
+$0
2
清仓
EPRF
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF
+$0
0
-100%
增持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
+$0
482
+15%
清仓
PMCB
PHARMACYTE BIOTECH INC COM NEW
+$0
0
-100%
清仓
TFC
TRUIST FINL CORP COM
+$0
0
-100%
减持
—
AURORA CANNABIS INC COM
+$0
156
-58%
