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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 35
增持 50
减持 52
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CAG
CONAGRA BRANDS INC COM
+$3.7M
97,478
建仓
WSM
WILLIAMS SONOMA INC COM
+$3.4M
28,188
建仓
PKG
PACKAGING CORP AMER COM
+$3.4M
24,318
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
—
BUNGE LIMITED COM
+$3.3M
38,869
+968%
建仓
RDN
RADIAN GROUP INC COM
+$3.1M
141,238
减持
CTRA
COTERRA ENERGY INC COM
-$2.6M
54,055
-67%
减持
NTAP
NETAPP INC COM
-$2.6M
18,310
-71%
减持
AAP
ADVANCE AUTO PARTS INC COM
-$2.5M
6,465
-71%
减持
UPBD
UPBOUND GROUP INC COM
-$2.1M
82,829
-54%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$2.1M
287,191
+4%
减持
COLB
COLUMBIA BKG SYS INC COM
-$1.9M
23,027
-71%
增持
SCHP
SCHWAB US TIPS ETF
+$1.8M
317,408
+8%
增持
BKE
BUCKLE INC COM
-$1.4M
156,685
+1%
增持
AVGO
BROADCOM INC COM
+$866.6K
9,994
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$756.5K
46,049
+75%
增持
TXN
TEXAS INSTRS INC COM
+$747.3K
33,634
+1%
增持
FAST
FASTENAL CO COM
+$710.4K
98,579
+1%
清仓
DHI
D R HORTON INC COM
-$593.0K
0
-100%
清仓
MLI
MUELLER INDS INC COM
-$556.0K
0
-100%
建仓
—
CONSOL ENERGY INC NEW COM
+$537.8K
9,229
减持
MOS
MOSAIC CO NEW COM
-$531.8K
136
-99%
建仓
OI
O-I GLASS INC COM
+$527.6K
23,233
建仓
—
CELESTICA INC SUB VTG SHS
+$513.5K
39,804
建仓
POST
POST HLDGS INC COM
+$512.3K
5,701
建仓
TWLO
TWILIO INC CL A
+$509.7K
7,650
建仓
—
FRESH DEL MONTE PRODUCE INC ORD
+$495.7K
16,462
建仓
—
GOLAR LNG LTD SHS
+$492.4K
22,796
建仓
RAMP
LIVERAMP HLDGS INC COM
+$478.6K
21,824
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$474.4K
107,567
+4%
建仓
—
RENAISSANCERE HLDGS LTD COM
+$472.4K
2,358
减持
NUE
NUCOR CORP COM
-$468.0K
563
-87%
建仓
WNC
WABASH NATL CORP COM
+$460.8K
18,740
建仓
PK
PARK HOTELS & RESORTS INC COM
+$460.4K
37,248
建仓
RES
RPC INC COM
+$450.1K
58,537
增持
ALB
ALBEMARLE CORP COM
+$438.6K
2,025
+4963%
减持
AR
ANTERO RESOURCES CORP COM
-$434.4K
157
-99%
清仓
CBT
CABOT CORP COM
-$430.0K
0
-100%
减持
TTMI
TTM TECHNOLOGIES INC COM
-$426.8K
315
-99%
减持
OXY
OCCIDENTAL PETE CORP COM
-$424.5K
1,098
-86%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$392.3K
237,265
+8%
增持
—
LOGITECH INTL S A SHS
-$391.8K
107,409
+1%
建仓
TWOU
2U INC COM
+$391.1K
57,102
清仓
BHF
BRIGHTHOUSE FINL INC COM
-$388.0K
0
-100%
清仓
M
MACYS INC COM
-$383.0K
0
-100%
减持
—
UNITED STATES STL CORP NEW COM
-$375.7K
2,309
-87%
减持
LXU
LSB INDS INC COM
-$348.0K
291
-99%
减持
CUBI
CUSTOMERS BANCORP INC COM
-$346.5K
137
-99%
减持
ECHO
ECHOSTAR CORP CL A
-$339.8K
227
-99%
建仓
SEB
SEABOARD CORP DEL COM
+$331.8K
88
减持
IIIN
INSTEEL INDS INC COM
-$302.6K
124
-99%
建仓
ARI
APOLLO COML REAL EST FIN INC COM
+$292.3K
31,391
减持
KEY
KEYCORP COM
-$285.7K
183
-99%
增持
—
PREMIER INC CL A
-$285.5K
131,155
+1%
增持
CVCO
CAVCO INDS INC DEL COM
+$271.9K
2,190
+17%
建仓
CLDT
CHATHAM LODGING TR COM
+$254.9K
24,301
清仓
GT
GOODYEAR TIRE & RUBR CO COM
-$233.0K
0
-100%
减持
CCRN
CROSS CTRY HEALTHCARE INC COM
-$229.8K
23,663
-17%
增持
MRK
MERCK & CO INC COM
-$196.7K
60,666
+1%
增持
TSLA
TESLA INC COM
+$154.8K
1,257
+46%
增持
BZH
BEAZER HOMES USA INC COM NEW
+$141.9K
28,457
+17%
增持
CALM
CAL MAINE FOODS INC COM NEW
+$128.1K
8,673
+18%
清仓
—
ATLAS AIR WORLDWIDE HLDGS INC COM NEW
-$121.0K
0
-100%
增持
—
SIGNET JEWELERS LIMITED SHS
+$119.4K
5,996
+17%
增持
—
CHICOS FAS INC COM
+$114.7K
87,214
+18%
减持
CMC
COMMERCIAL METALS CO COM
-$104.6K
10,110
-18%
减持
AAPL
APPLE INC COM
+$97.9K
3,662
-6%
增持
EIG
EMPLOYERS HLDGS INC COM
-$92.3K
79,747
+1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$83.3K
53,401
-1%
增持
—
VISTA OUTDOOR INC COM
+$78.9K
11,255
+18%
增持
INFY
INFOSYS LTD SPONSORED ADR
-$77.4K
218,956
+1%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$72.9K
881
+18%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$69.7K
107,243
-2%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
-$61.6K
14,103
+17%
增持
BTU
PEABODY ENGR CORP COM
+$60.9K
20,348
+17%
增持
HAFC
HANMI FINL CORP COM NEW
-$56.3K
22,387
+17%
增持
CAL
CALERES INC COM
+$56.1K
20,534
+18%
减持
STLD
STEEL DYNAMICS INC COM
-$55.7K
4,664
-22%
增持
AMZN
AMAZON COM INC COM
+$53.6K
2,010
+10%
增持
CHCO
CITY HLDG CO COM
-$48.6K
45,020
+1%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
-$47.3K
9,854
+17%
增持
ABBV
ABBVIE INC COM
-$40.8K
40,862
+1%
增持
BHE
BENCHMARK ELECTRS INC COM
-$39.6K
30,537
+7%
减持
RGP
RESOURCES CONNECTION INC COM
-$36.6K
16,553
-5%
清仓
CYH
COMMUNITY HEALTH SYS INC NEW COM
-$36.0K
0
-100%
清仓
SWBI
SMITH & WESSON BRANDS INC COM
-$33.0K
0
-100%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$32.9K
4,620
-19%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$30.8K
21,433
+334%
减持
—
SUPER MICRO COMPUTER INC COM
+$30.7K
5,319
-19%
清仓
—
ANYWHERE REAL ESTATE INC COM
-$30.0K
0
-100%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$28.6K
6,637
-7%
减持
TSN
TYSON FOODS INC CL A
-$24.8K
4,049
-5%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$16.2K
7,169
-4%
增持
DIS
DISNEY WALT CO COM
+$15.6K
545
+23%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$15.4K
11
-97%
减持
OMF
ONEMAIN HLDGS INC COM
+$13.6K
6,219
-5%
减持
THC
TENET HEALTHCARE CORP COM NEW
+$13.1K
1,264
-1%
增持
ENVA
ENOVA INTL INC COM
+$11.9K
2,001
+0%
减持
NTR
NUTRIEN LTD COM
-$10.0K
3,453
-5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$9.4K
418
+16%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$8.9K
33,406
-4%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$8.7K
155
-4%
减持
MGA
MAGNA INTL INC COM
-$8.7K
360
-28%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$8.6K
25,056
-6%
增持
TGT
TARGET CORP COM
+$8.2K
430
+2%
减持
CHD
CHURCH & DWIGHT CO INC COM
+$7.5K
1,193
-2%
增持
WMT
WALMART INC COM
+$7.3K
687
+4%
增持
—
VITAL ENERGY INC COM
+$7.2K
4,659
+17%
减持
MSM
MSC INDL DIRECT INC CL A
-$7.1K
3,987
-5%
减持
—
CALLON PETE CO DEL COM
-$7.0K
1,824
-0%
建仓
IQ
IQIYI INC SPONSORED ADS
+$6.9K
950
增持
SPY
SPDR S&P 500 ETF TRUST
+$6.5K
72
+18%
增持
R
RYDER SYS INC COM
+$6.4K
1,024
+0%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$5.9K
29
减持
BCC
BOISE CASCADE CO DEL COM
-$5.2K
850
-0%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$4.7K
1,711
-4%
清仓
VO
VANGUARD MID-CAP ETF
-$4.0K
0
-100%
增持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
+$3.9K
539
+12%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$3.1K
508
+9%
建仓
VOO
VANGUARD S&P 500 ETF
+$3.0K
8
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$3.0K
3,178
-6%
减持
—
TILRAY BRANDS INC COM
-$2.8K
63
-93%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$2.6K
28
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$2.3K
187
+19%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.9K
99
+16%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.6K
91,680
-7%
建仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$1.5K
100
减持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$1.5K
337
-5%
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$1.5K
785
-7%
增持
MBUU
MALIBU BOATS INC COM CL A
+$1.3K
77
+28%
建仓
SSO
PROSHARES ULTRA S&P 500
+$1.3K
25
减持
—
COLUMBIA U.S. ESG EQUITY INCOME ETF
-$1.2K
632
-6%
减持
SNPE
XTRACKERS S&P 500 ESG ETF
+$1.1K
1,185
-5%
清仓
CC
CHEMOURS CO COM
-$1.0K
0
-100%
清仓
VDE
VANGUARD ENERGY ETF
-$1.0K
0
-100%
减持
CRON
CRONOS GROUP INC COM
-$816
95
-83%
建仓
BGS
B & G FOODS INC NEW COM
+$777
50
减持
—
CARNIVAL CORP COMMON STOCK
+$714
563
-6%
建仓
TQQQ
PROSHARES ULTRAPRO QQQ
+$707
25
减持
AI
C3 AI INC CL A
+$705
21
-50%
建仓
LUV
SOUTHWEST AIRLS CO COM
+$651
20
建仓
NET
CLOUDFLARE INC CL A COM
+$617
10
建仓
BB
BLACKBERRY LTD COM
+$547
120
建仓
—
AMC ENTMT HLDGS INC CL A COM
+$501
100
增持
—
GLOBAL X CANNABIS ETF
+$454
380
+27%
建仓
BUZZ
VANECK SOCIAL SENTIMENT ETF
+$447
30
增持
LMND
LEMONADE INC COM
+$442
31
+94%
增持
SCHW
SCHWAB CHARLES CORP COM
-$405
565
+55%
建仓
APPN
APPIAN CORP CL A
+$399
9
减持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$376
251
-9%
建仓
OKTA
OKTA INC CL A
+$345
4
