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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 70
减持 27
清仓 31
方向
标的
Δ市值
现股数(环比)
清仓
—
LOGITECH INTL S A SHS
-$6.2M
0
-100%
减持
AVGO
BROADCOM INC COM
+$2.2M
9,976
-0%
增持
RDN
RADIAN GROUP INC COM
+$2.2M
211,214
+50%
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
UPBD
UPBOUND GROUP INC COM
-$2.0M
2,383
-97%
减持
BKE
BUCKLE INC COM
-$1.7M
112,717
-28%
增持
WSM
WILLIAMS SONOMA INC COM
+$1.6M
39,857
+41%
增持
PKG
PACKAGING CORP AMER COM
+$1.5M
36,528
+50%
清仓
CTRA
COTERRA ENERGY INC COM
-$1.3M
0
-100%
增持
—
BUNGE LIMITED COM
+$1.3M
53,381
+37%
清仓
NTAP
NETAPP INC COM
-$1.2M
0
-100%
增持
CAG
CONAGRA BRANDS INC COM
+$988.5K
137,895
+41%
增持
ABBV
ABBVIE INC COM
-$969.9K
41,136
+1%
清仓
AAP
ADVANCE AUTO PARTS INC COM
-$786.2K
0
-100%
增持
MRK
MERCK & CO INC COM
+$608.5K
61,208
+1%
增持
FAST
FASTENAL CO COM
+$554.9K
99,546
+1%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$548.1K
286,469
-0%
清仓
CCRN
CROSS CTRY HEALTHCARE INC COM
-$528.2K
0
-100%
清仓
COLB
COLUMBIA BKG SYS INC COM
-$493.2K
0
-100%
减持
STLD
STEEL DYNAMICS INC COM
-$467.4K
550
-88%
减持
ALB
ALBEMARLE CORP COM
-$445.4K
10
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$410.8K
92,521
+1%
增持
BZH
BEAZER HOMES USA INC COM NEW
+$405.2K
30,297
+6%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$359.6K
3,222
清仓
SEB
SEABOARD CORP DEL COM
-$331.8K
0
-100%
增持
EIG
EMPLOYERS HLDGS INC COM
-$327.0K
80,130
+0%
增持
—
PREMIER INC CL A
-$314.4K
142,121
+8%
清仓
—
VISTA OUTDOOR INC COM
-$311.9K
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$289.6K
8,724
清仓
RGP
RESOURCES CONNECTION INC COM
-$282.4K
0
-100%
增持
INFY
INFOSYS LTD SPONSORED ADR
-$264.3K
221,175
+1%
清仓
NTR
NUTRIEN LTD COM
-$255.0K
0
-100%
清仓
CLDT
CHATHAM LODGING TR COM
-$254.9K
0
-100%
增持
ARI
APOLLO COML REAL EST FIN INC COM
+$252.8K
48,145
+53%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$249.7K
108,366
+1%
清仓
TSN
TYSON FOODS INC CL A
-$240.2K
0
-100%
减持
BHE
BENCHMARK ELECTRS INC COM
-$239.4K
18,738
-39%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$215.4K
54,043
+1%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$195.5K
29,266
+108%
增持
RAMP
LIVERAMP HLDGS INC COM
+$188.0K
23,340
+7%
增持
TXN
TEXAS INSTRS INC COM
-$155.9K
33,887
+1%
增持
TWOU
2U INC COM
-$144.6K
61,190
+7%
增持
SCHP
SCHWAB US TIPS ETF
-$138.0K
321,919
+1%
增持
—
CONSOL ENERGY INC NEW COM
+$136.7K
9,946
+8%
增持
SPY
SPDR S&P 500 ETF TRUST
+$134.1K
369
+413%
建仓
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$118.3K
1,406
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$112.6K
107,136
-0%
增持
—
CELESTICA INC SUB VTG SHS
+$106.9K
42,787
+7%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$104.5K
47,882
+4%
减持
AAPL
APPLE INC COM
+$99.9K
3,628
-1%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$96.3K
242,175
+2%
增持
V
VISA INC COM CL A
+$89.3K
398
+1630%
建仓
CAR
AVIS BUDGET GROUP COM
+$88.5K
387
建仓
HZO
MARINEMAX INC COM
+$81.1K
2,374
增持
CAL
CALERES INC COM
+$77.7K
21,808
+6%
建仓
HCC
WARRIOR MET COAL INC COM
+$75.3K
1,933
增持
CMC
COMMERCIAL METALS CO COM
+$72.4K
10,763
+6%
建仓
MATX
MATSON INC COM
+$70.7K
909
清仓
OXY
OCCIDENTAL PETE CORP COM
-$68.5K
0
-100%
减持
TSLA
TESLA INC COM
+$62.8K
1,236
-2%
增持
CALM
CAL MAINE FOODS INC COM NEW
-$61.3K
10,374
+20%
增持
HAFC
HANMI FINL CORP COM NEW
-$59.7K
23,845
+7%
增持
WNC
WABASH NATL CORP COM
+$55.9K
20,154
+8%
减持
AMZN
AMAZON COM INC COM
+$52.8K
1,998
-1%
增持
PK
PARK HOTELS & RESORTS INC COM
+$51.6K
39,937
+7%
增持
BTU
PEABODY ENGR CORP COM
-$51.3K
21,679
+7%
增持
—
SIGNET JEWELERS LIMITED SHS
-$46.7K
6,430
+7%
增持
HWC
HANCOCK WHITNEY CORPORATION COM
+$44.1K
10,496
+7%
增持
—
FRESH DEL MONTE PRODUCE INC ORD
-$42.8K
17,613
+7%
增持
MSFT
MICROSOFT CORP COM
+$40.3K
303
+39%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$39.7K
225
+45%
增持
LOW
LOWES COS INC COM
+$35.7K
371
+55%
建仓
VV
VANGUARD LARGE-CAP ETF
+$34.1K
168
减持
MSM
MSC INDL DIRECT INC CL A
+$31.6K
3,847
-4%
减持
OMF
ONEMAIN HLDGS INC COM
+$31.2K
5,992
-4%
增持
THC
TENET HEALTHCARE CORP COM NEW
+$28.4K
1,272
+1%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$23.9K
6,702
+1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$23.9K
4,738
+3%
增持
BCC
BOISE CASCADE CO DEL COM
+$23.3K
853
+0%
建仓
WEN
WENDYS CO COM
+$23.2K
1,065
减持
ENVA
ENOVA INTL INC COM
-$19.1K
1,315
-34%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$18.6K
158
+216%
增持
—
CHICOS FAS INC COM
+$17.9K
93,001
+7%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$17.8K
7,019
-2%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$17.7K
197
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$16.7K
33,933
+2%
减持
TGT
TARGET CORP COM
-$15.8K
420
-2%
建仓
VXF
VANGUARD EXTENDED MARKET ETF
+$15.6K
105
增持
POST
POST HLDGS INC COM
+$15.6K
6,093
+7%
增持
LLY
LILLY ELI & CO COM
+$14.6K
81
+19%
建仓
CSCO
CISCO SYS INC COM
+$13.7K
265
减持
DIS
DISNEY WALT CO COM
-$13.3K
462
-15%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$13.0K
25,395
+1%
减持
—
SUPER MICRO COMPUTER INC COM
+$12.5K
2,324
-56%
减持
IMCV
ISHARES MORNINGSTAR MID-CAP VALUE ETF
-$12.4K
300
-41%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$12.0K
447
+12%
增持
—
VITAL ENERGY INC COM
+$11.9K
4,963
+7%
增持
TWLO
TWILIO INC CL A
+$11.6K
8,195
+7%
建仓
WM
WASTE MGMT INC DEL COM
+$10.4K
60
增持
GHC
GRAHAM HLDGS CO COM CL B
+$10.0K
936
+6%
建仓
CBRL
CRACKER BARREL OLD CTRY STORE COM
+$9.6K
103
增持
GOOG
ALPHABET INC CAP STK CL C
+$9.4K
250
+25%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$9.3K
1,696
+2%
增持
MCD
MCDONALDS CORP COM
+$9.2K
41
+273%
增持
KO
COCA COLA CO COM
+$7.9K
446
+46%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
-$7.8K
21,670
+1%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$7.5K
670
-23%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$7.2K
156
增持
SO
SOUTHERN CO COM
+$6.8K
594
+18%
清仓
MOS
MOSAIC CO NEW COM
-$6.2K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$6.2K
22
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$5.9K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$5.9K
360
-14%
增持
VTV
VANGUARD VALUE ETF
+$5.6K
49
+390%
减持
WMT
WALMART INC COM
+$5.1K
677
-1%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.7K
48
增持
R
RYDER SYS INC COM
-$4.3K
1,027
+0%
清仓
TTMI
TTM TECHNOLOGIES INC COM
-$4.2K
0
-100%
增持
VIRT
VIRTU FINL INC CL A
-$4.2K
2,589
+1%
清仓
ECHO
ECHOSTAR CORP CL A
-$4.2K
0
-100%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
-$3.7K
0
-100%
增持
—
RENAISSANCERE HLDGS LTD COM
-$3.7K
2,513
+7%
减持
—
CARNIVAL CORP COMMON STOCK
+$3.7K
498
-12%
清仓
AR
ANTERO RESOURCES CORP COM
-$3.6K
0
-100%
清仓
IIIN
INSTEEL INDS INC COM
-$3.5K
0
-100%
增持
—
CALLON PETE CO DEL COM
+$3.1K
1,829
+0%
清仓
VOO
VANGUARD S&P 500 ETF
-$3.0K
0
-100%
清仓
LXU
LSB INDS INC COM
-$3.0K
0
-100%
建仓
VO
VANGUARD MID-CAP ETF
+$2.6K
12
清仓
VT
VANGUARD TOTAL WORLD STOCK ETF
-$2.6K
0
-100%
清仓
CUBI
CUSTOMERS BANCORP INC COM
-$2.5K
0
-100%
增持
CVCO
CAVCO INDS INC DEL COM
-$2.3K
2,351
+7%
清仓
KEY
KEYCORP COM
-$2.3K
0
-100%
增持
OI
O-I GLASS INC COM
+$2.3K
24,842
+7%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$2.2K
1,030
-14%
增持
—
UNITED STATES STL CORP NEW COM
-$2.2K
2,322
+1%
建仓
VB
VANGUARD SMALL-CAP ETF
+$1.8K
9
建仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$1.7K
29
增持
—
GOLAR LNG LTD SHS
-$1.7K
24,329
+7%
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$1.5K
0
-100%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
+$1.4K
513
-5%
清仓
SSO
PROSHARES ULTRA S&P 500
-$1.3K
0
-100%
建仓
KSS
KOHLS CORP COM
+$1.2K
50
减持
NUE
NUCOR CORP COM
-$877
525
-7%
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$773
19
增持
BAC
BANK AMERICA CORP COM
+$721
70
+56%
清仓
TQQQ
PROSHARES ULTRAPRO QQQ
-$707
0
-100%
清仓
AI
C3 AI INC CL A
-$705
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO COM
-$651
0
-100%
清仓
NET
CLOUDFLARE INC CL A COM
-$617
0
-100%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$572
494
-3%
