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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 126 项
建仓 9
增持 29
减持 53
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
TXN
TEXAS INSTRS INC COM
-$6.0M
35
-100%
清仓
—
BUNGE GLOBAL SA COM SHS
-$5.6M
0
-100%
减持
—
BARRICK GOLD CORP COM
-$5.1M
25,993
-92%
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
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
+$4.5M
223,634
+2472%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$4.3M
44,745
-82%
减持
DKS
DICKS SPORTING GOODS INC COM
+$2.6M
36,059
-4%
增持
—
PREMIER INC CL A
+$2.6M
264,696
+80%
减持
WSM
WILLIAMS SONOMA INC COM
-$1.7M
20,930
-50%
增持
SCHP
SCHWAB US TIPS ETF
+$1.3M
376,032
+7%
减持
RDN
RADIAN GROUP INC COM
+$1.1M
236,547
-1%
减持
—
CONSOL ENERGY INC NEW COM
-$1.0M
215
-98%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$965.8K
343,035
+7%
清仓
VSAT
VIASAT INC COM
-$873.7K
0
-100%
减持
FAST
FASTENAL CO COM
+$836.9K
97,670
-6%
减持
AVGO
BROADCOM INC COM
+$788.8K
6,696
-8%
清仓
HWKN
HAWKINS INC COM
-$776.1K
0
-100%
减持
ABBV
ABBVIE INC COM
+$752.7K
40,443
-5%
清仓
PLUS
EPLUS INC COM
-$725.7K
0
-100%
清仓
GHC
GRAHAM HLDGS CO COM CL B
-$691.6K
0
-100%
减持
—
CELESTICA INC SUB VTG SHS
+$686.8K
44,489
-1%
减持
PKG
PACKAGING CORP AMER COM
+$675.2K
36,204
-5%
减持
CHCO
CITY HLDG CO COM
-$571.5K
44,571
-6%
清仓
BHE
BENCHMARK ELECTRS INC COM
-$544.7K
0
-100%
清仓
HAFC
HANMI FINL CORP COM NEW
-$483.5K
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC COM
-$478.9K
0
-100%
增持
F
FORD MTR CO DEL COM
+$445.3K
80,441
+57%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$375.2K
50,737
+2%
减持
INFY
INFOSYS LTD SPONSORED ADR
-$334.1K
216,998
-6%
减持
EIG
EMPLOYERS HLDGS INC COM
+$308.8K
78,884
-5%
清仓
OMF
ONEMAIN HLDGS INC COM
-$294.8K
0
-100%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$283.6K
76,845
+5%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$269.6K
77,783
-4%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$265.8K
98,558
+1%
减持
CAL
CALERES INC COM
+$232.5K
22,758
-0%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$187.7K
123,528
+5%
减持
PCAR
PACCAR INC COM
+$171.9K
6,604
-0%
减持
FOR
FORESTAR GROUP INC COM
+$136.2K
19,505
-0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$133.7K
311
+410%
增持
TWLO
TWILIO INC CL A
-$124.8K
8,625
+0%
减持
PHM
PULTE GROUP INC COM
+$122.9K
7,182
-0%
减持
TCOM
TRIP COM GROUP LTD ADS
+$121.9K
16,164
-1%
增持
POST
POST HLDGS INC COM
+$117.0K
6,415
+0%
减持
—
RENAISSANCERE HLDGS LTD COM
+$103.6K
2,664
-0%
减持
GBX
GREENBRIER COS INC COM
+$103.2K
13,209
-0%
减持
CAG
CONAGRA BRANDS INC COM
-$100.8K
135,305
-6%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$99.4K
27,709
+8%
减持
OPLN
OPENLANE INC COM
+$98.2K
40,062
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$97.1K
38,578
+9%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$95.9K
3,425
+6%
减持
OSK
OSHKOSH CORP COM
+$93.3K
5,759
-0%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
+$92.8K
12,273
-0%
建仓
GM
GENERAL MTRS CO COM
+$92.1K
2,031
清仓
HZO
MARINEMAX INC COM
-$87.1K
0
-100%
增持
SSTK
SHUTTERSTOCK INC COM
-$85.8K
113,889
+4%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$85.1K
7,667
+8%
增持
RAMP
LIVERAMP HLDGS INC COM
-$78.8K
24,585
+0%
减持
L
LOEWS CORP COM
+$76.0K
9,368
-1%
增持
AAPL
APPLE INC COM
-$74.0K
3,518
+0%
增持
PRU
PRUDENTIAL FINL INC COM
+$73.8K
4,978
+1%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$72.4K
0
-100%
减持
BFH
BREAD FINANCIAL HOLDINGS INC COM
+$71.3K
16,808
-0%
减持
UAL
UNITED AIRLS HLDGS INC COM
+$70.9K
10,858
-0%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$70.0K
0
-100%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$67.8K
0
-100%
建仓
VYX
NCR VOYIX CORPORATION COM
+$66.8K
5,289
清仓
CMC
COMMERCIAL METALS CO COM
-$65.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$65.2K
99
+102%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$64.8K
146
减持
TAP
MOLSON COORS BEVERAGE CO CL B
+$55.0K
9,285
-0%
增持
WMT
WALMART INC COM
+$51.1K
2,769
+278%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$45.6K
53,518
+159%
减持
ENS
ENERSYS COM
-$41.7K
6,283
-0%
建仓
PDP
INVESCO DORSEY WRIGHT MOMENTUM ETF
+$38.8K
393
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$36.1K
7,128
+2%
减持
AMZN
AMAZON COM INC COM
+$34.8K
1,893
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$32.1K
1,660
-5%
减持
R
RYDER SYS INC COM
-$30.0K
684
-30%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$26.0K
9,233
+6%
增持
PG
PROCTER AND GAMBLE CO COM
+$21.4K
710
+11%
减持
GE
GE AEROSPACE COM NEW
-$20.8K
30
-85%
清仓
HD
HOME DEPOT INC COM
-$19.8K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$19.3K
0
-100%
清仓
BKE
BUCKLE INC COM
-$17.5K
0
-100%
减持
BCC
BOISE CASCADE CO DEL COM
-$16.0K
579
-29%
增持
MSFT
MICROSOFT CORP COM
+$14.1K
307
+0%
建仓
VRTS
VIRTUS INVT PARTNERS INC COM
+$13.9K
56
减持
—
COPA HOLDINGS SA CL A
-$13.5K
6,051
-0%
减持
LOW
LOWES COS INC COM
-$12.0K
208
-29%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$11.8K
8
-73%
增持
JPM
JPMORGAN CHASE & CO COM
+$11.0K
139
+40%
减持
MGA
MAGNA INTL INC COM
-$10.4K
200
-44%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$9.8K
43
-62%
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$9.7K
28
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$8.6K
4,775
-11%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$8.2K
513
-16%
减持
—
FRESH DEL MONTE PRODUCE INC ORD
-$6.7K
18,429
-0%
建仓
BWXT
BWX TECHNOLOGIES INC COM
+$6.4K
62
建仓
EXC
EXELON CORP COM
+$5.6K
150
建仓
DHI
D R HORTON INC COM
+$4.9K
30
减持
BAC
BANK AMERICA CORP COM
+$4.4K
1,386
-3%
清仓
EWC
ISHARES MSCI CANADA ETF
-$4.3K
0
-100%
清仓
MBUU
MALIBU BOATS INC COM CL A
-$4.2K
0
-100%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$4.1K
125
-36%
增持
MSM
MSC INDL DIRECT INC CL A
-$3.9K
3,978
+3%
清仓
BA
BOEING CO COM
-$3.1K
0
-100%
减持
MRK
MERCK & CO INC COM
-$3.1K
927
-19%
减持
DIS
DISNEY WALT CO COM
-$2.8K
318
-31%
清仓
OEF
ISHARES S&P 100 ETF
-$2.2K
0
-100%
清仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$2.1K
0
-100%
清仓
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.9K
0
-100%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$1.9K
427
-12%
清仓
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.7K
0
-100%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.4K
0
-100%
清仓
VV
VANGUARD LARGE-CAP ETF
-$1.3K
0
-100%
清仓
VUG
VANGUARD GROWTH ETF
-$1.2K
0
-100%
清仓
NUMV
NUVEEN ESG MID-CAP VALUE ETF
-$1.1K
0
-100%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.0K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$968
132
-6%
减持
VTV
VANGUARD VALUE ETF
-$913
10
-41%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$893
0
-100%
清仓
VO
VANGUARD MID-CAP ETF
-$465
0
-100%
清仓
VB
VANGUARD SMALL-CAP ETF
-$426
0
-100%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$309
0
-100%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$307
479
-1%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$205
0
-100%
清仓
KHC
KRAFT HEINZ CO COM
+$0
0
