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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 33
增持 55
减持 41
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
MRK
MERCK & CO INC COM
-$6.9M
1,199
-98%
增持
—
BARRICK GOLD CORP COM
+$4.5M
308,449
+110060%
建仓
SSTK
SHUTTERSTOCK INC COM
+$4.2M
109,948
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。
建仓
DKS
DICKS SPORTING GOODS INC COM
+$4.1M
37,510
减持
BKE
BUCKLE INC COM
-$3.9M
368
-100%
减持
AVGO
BROADCOM INC COM
-$2.6M
7,261
-27%
增持
WSM
WILLIAMS SONOMA INC COM
+$1.5M
41,506
+4%
增持
PKG
PACKAGING CORP AMER COM
+$1.0M
38,079
+4%
增持
—
BUNGE LIMITED COM
+$979.8K
55,578
+4%
增持
ABBV
ABBVIE INC COM
+$825.3K
42,718
+4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$825.2K
74,565
+56%
增持
SCHP
SCHWAB US TIPS ETF
+$795.5K
350,044
+9%
增持
—
PREMIER INC CL A
-$756.6K
147,649
+4%
增持
CAG
CONAGRA BRANDS INC COM
-$711.2K
143,641
+4%
清仓
CVCO
CAVCO INDS INC DEL COM
-$693.5K
0
-100%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$678.7K
98,208
-9%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$677.7K
82,365
-11%
建仓
HWKN
HAWKINS INC COM
+$659.6K
11,209
增持
RDN
RADIAN GROUP INC COM
+$650.8K
238,561
+13%
增持
F
FORD MTR CO DEL COM
+$621.7K
51,756
+3610%
建仓
OPLN
OPENLANE INC COM
+$609.6K
40,860
建仓
L
LOEWS CORP COM
+$608.2K
9,607
建仓
ENS
ENERSYS COM
+$605.9K
6,400
建仓
TAP
MOLSON COORS BEVERAGE CO CL B
+$601.8K
9,463
建仓
PLUS
EPLUS INC COM
+$587.2K
9,244
建仓
BFH
BREAD FINANCIAL HOLDINGS INC COM
+$584.6K
17,094
建仓
OC
OWENS CORNING NEW COM
+$581.2K
4,261
建仓
TCOM
TRIP COM GROUP LTD ADS
+$580.3K
16,595
清仓
—
SUPER MICRO COMPUTER INC COM
-$579.3K
0
-100%
建仓
PCAR
PACCAR INC COM
+$572.1K
6,729
建仓
OSK
OSHKOSH CORP COM
+$559.5K
5,863
建仓
—
COPA HOLDINGS SA CL A
+$548.9K
6,159
清仓
ARI
APOLLO COML REAL EST FIN INC COM
-$545.0K
0
-100%
建仓
PHM
PULTE GROUP INC COM
+$542.3K
7,324
建仓
—
NEW YORK CMNTY BANCORP INC COM
+$539.9K
47,610
建仓
GBX
GREENBRIER COS INC COM
+$538.7K
13,468
建仓
FOR
FORESTAR GROUP INC COM
+$536.6K
19,920
建仓
GNL
GLOBAL NET LEASE INC COM NEW
+$525.9K
54,722
清仓
PK
PARK HOTELS & RESORTS INC COM
-$512.0K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
-$509.4K
35,161
+4%
清仓
—
CHICOS FAS INC COM
-$497.6K
0
-100%
增持
—
CELESTICA INC SUB VTG SHS
+$497.4K
45,587
+7%
清仓
—
GOLAR LNG LTD SHS
-$490.7K
0
-100%
清仓
BTU
PEABODY ENGR CORP COM
-$469.6K
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$468.1K
11,067
清仓
CALM
CAL MAINE FOODS INC COM NEW
-$466.8K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$462.7K
12,507
+1250600%
清仓
RES
RPC INC COM
-$449.9K
0
-100%
增持
PRU
PRUDENTIAL FINL INC COM
+$446.5K
4,924
+1995%
增持
—
CONSOL ENERGY INC NEW COM
+$439.1K
10,614
+7%
清仓
—
SIGNET JEWELERS LIMITED SHS
-$419.6K
0
-100%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$418.7K
50,532
-6%
清仓
HWC
HANCOCK WHITNEY CORPORATION COM
-$402.8K
0
-100%
建仓
CSIQ
CANADIAN SOLAR INC COM
+$394.5K
16,030
增持
INFY
INFOSYS LTD SPONSORED ADR
+$384.4K
230,200
+4%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$362.0K
258,519
+7%
减持
BZH
BEAZER HOMES USA INC COM NEW
-$335.7K
20,932
-31%
增持
EIG
EMPLOYERS HLDGS INC COM
+$324.1K
83,148
+4%
减持
WNC
WABASH NATL CORP COM
-$279.2K
11,246
-44%
建仓
VSAT
VIASAT INC COM
+$276.6K
14,986
建仓
WOR
WORTHINGTON INDS INC COM
+$269.6K
4,361
清仓
TWOU
2U INC COM
-$246.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$233.7K
627
+1595%
建仓
NEE
NEXTERA ENERGY INC COM
+$225.7K
3,940
增持
FAST
FASTENAL CO COM
-$215.3K
103,531
+4%
增持
CHCO
CITY HLDG CO COM
+$190.2K
47,386
+4%
增持
BLV
VANGUARD LONG-TERM BOND ETF
-$169.4K
317,519
+11%
增持
CAL
CALERES INC COM
+$145.7K
23,210
+6%
减持
—
VITAL ENERGY INC COM
-$142.6K
1,471
-70%
建仓
PM
PHILIP MORRIS INTL INC COM
+$138.9K
1,500
减持
SPY
SPDR S&P 500 ETF TRUST
-$137.5K
61
-83%
清仓
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$118.3K
0
-100%
增持
DCOM
DIME CMNTY BANCSHARES INC COM
+$104.1K
31,063
+6%
减持
AAPL
APPLE INC COM
-$101.5K
3,517
-3%
建仓
PARR
PAR PAC HOLDINGS INC COM NEW
+$93.8K
2,611
增持
OI
O-I GLASS INC COM
-$86.5K
26,501
+7%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$72.0K
1,038
增持
—
RENAISSANCERE HLDGS LTD COM
+$67.8K
2,711
+8%
增持
VTRS
VIATRIS INC COM
+$67.0K
6,957
+4388%
增持
BAC
BANK AMERICA CORP COM
+$64.6K
2,431
+3373%
增持
MO
ALTRIA GROUP INC COM
+$62.3K
1,725
+667%
增持
CMC
COMMERCIAL METALS CO COM
+$60.9K
12,703
+18%
增持
HAFC
HANMI FINL CORP COM NEW
+$55.4K
25,349
+6%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$53.9K
1,010
+8%
增持
RAMP
LIVERAMP HLDGS INC COM
+$51.1K
24,885
+7%
清仓
VIRT
VIRTU FINL INC CL A
-$44.2K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$38.1K
148
-34%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$35.0K
6,973
-1%
减持
VV
VANGUARD LARGE-CAP ETF
-$32.9K
6
-96%
增持
—
FRESH DEL MONTE PRODUCE INC ORD
+$32.0K
18,761
+7%
增持
POST
POST HLDGS INC COM
+$31.4K
6,524
+7%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$30.1K
116,521
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$26.7K
613
+37%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$24.5K
35,935
+6%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$24.1K
7,196
+7%
减持
THC
TENET HEALTHCARE CORP COM NEW
-$23.9K
1,208
-5%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$23.3K
25,870
+2%
清仓
WEN
WENDYS CO COM
-$23.2K
0
-100%
减持
CAR
AVIS BUDGET GROUP COM
-$22.9K
365
-6%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$22.9K
5,373
+13%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$20.5K
50
-68%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$19.6K
20,678
-5%
减持
HCC
WARRIOR MET COAL INC COM
+$19.3K
1,852
-4%
建仓
HD
HOME DEPOT INC COM
+$17.2K
57
减持
R
RYDER SYS INC COM
+$17.2K
975
-5%
减持
LOW
LOWES COS INC COM
-$16.4K
324
-13%
清仓
VXF
VANGUARD EXTENDED MARKET ETF
-$15.6K
0
-100%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$15.6K
1,989
+16%
减持
AMZN
AMAZON COM INC COM
-$14.1K
1,938
-3%
清仓
CSCO
CISCO SYS INC COM
-$13.7K
0
-100%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$13.2K
3,746
+18%
减持
—
UNITED STATES STL CORP NEW COM
+$13.1K
2,191
-6%
建仓
KHC
KRAFT HEINZ CO COM
+$11.6K
346
清仓
CBRL
CRACKER BARREL OLD CTRY STORE COM
-$9.6K
0
-100%
增持
TWLO
TWILIO INC CL A
-$9.6K
8,744
+7%
减持
NUE
NUCOR CORP COM
-$8.4K
497
-5%
增持
GIS
GENERAL MLS INC COM
+$8.0K
126
+12500%
减持
JNJ
JOHNSON & JOHNSON COM
-$8.0K
240
-12%
减持
HZO
MARINEMAX INC COM
-$7.6K
2,240
-6%
减持
UPBD
UPBOUND GROUP INC COM
-$7.5K
2,265
-5%
增持
WM
WASTE MGMT INC DEL COM
+$7.1K
115
+92%
增持
WMT
WALMART INC COM
+$6.8K
708
+5%
减持
MATX
MATSON INC COM
+$6.6K
871
-4%
增持
MSFT
MICROSOFT CORP COM
-$6.6K
306
+1%
减持
BCC
BOISE CASCADE CO DEL COM
+$6.4K
810
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$6.0K
1,660
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$5.9K
29
-81%
增持
SNPE
XTRACKERS S&P 500 ESG ETF
+$5.9K
1,379
+16%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$5.8K
393
+17%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
+$5.5K
100
减持
VUG
VANGUARD GROWTH ETF
-$5.1K
4
-82%
清仓
NEM
NEWMONT CORP COM
-$5.1K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$5.1K
30
-29%
减持
ENVA
ENOVA INTL INC COM
-$4.9K
1,276
-3%
减持
—
CALLON PETE CO DEL COM
+$4.7K
1,761
-4%
减持
VTV
VANGUARD VALUE ETF
-$4.6K
17
-65%
增持
NVDA
NVIDIA CORPORATION COM
+$4.4K
49
+23%
增持
—
COLUMBIA U.S. ESG EQUITY INCOME ETF
+$4.2K
751
+19%
增持
ENB
ENBRIDGE INC COM
+$4.2K
280
+100%
减持
DVN
DEVON ENERGY CORP NEW COM
-$3.9K
70
-53%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$3.9K
9
-81%
减持
GOOG
ALPHABET INC CAP STK CL C
-$3.8K
200
-20%
减持
STLD
STEEL DYNAMICS INC COM
-$3.6K
525
-5%
清仓
IIPR
INNOVATIVE INDL PPTYS INC COM
-$2.9K
0
-100%
清仓
—
GLOBAL X CANNABIS ETF
-$2.4K
0
-100%
减持
VO
VANGUARD MID-CAP ETF
-$2.2K
2
-83%
增持
BHE
BENCHMARK ELECTRS INC COM
+$2.1K
20,039
+7%
建仓
OEF
ISHARES S&P 100 ETF
+$2.0K
10
建仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$1.9K
32
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.7K
18
