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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 127 项
建仓 20
增持 68
减持 23
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
F
FORD MTR CO DEL COM
+$6.1M
572,811
+612%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$5.9M
151,457
+2025%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$5.7M
40,242
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。
+1075%
增持
AVGO
BROADCOM INC COM
+$2.1M
6,828
+2%
清仓
—
CELESTICA INC SUB VTG SHS
-$2.0M
0
-100%
增持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
+$1.2M
285,417
+28%
增持
SCHP
SCHWAB US TIPS ETF
+$961.6K
395,605
+5%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$931.7K
366,245
+7%
建仓
CLS
CELESTICA INC COM
+$913.9K
15,941
增持
FAST
FASTENAL CO COM
-$825.0K
106,767
+9%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$824.4K
5,408
-88%
增持
WSM
WILLIAMS SONOMA INC COM
-$690.7K
21,090
+1%
增持
SSTK
SHUTTERSTOCK INC COM
-$670.0K
117,501
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$545.6K
83,624
+8%
增持
CHCO
CITY HLDG CO COM
+$531.2K
48,719
+9%
减持
BFH
BREAD FINANCIAL HOLDINGS INC COM
-$529.5K
2,164
-87%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$524.8K
237,142
+9%
清仓
—
BARRICK GOLD CORP COM
-$432.5K
0
-100%
增持
DKS
DICKS SPORTING GOODS INC COM
+$382.0K
39,517
+10%
减持
MSM
MSC INDL DIRECT INC CL A
-$363.8K
280
-93%
增持
—
PREMIER INC CL A
-$297.6K
297,383
+12%
减持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-$261.5K
649
-93%
增持
ABBV
ABBVIE INC COM
-$258.6K
41,430
+2%
减持
EIG
EMPLOYERS HLDGS INC COM
-$255.0K
78,010
-1%
增持
RDN
RADIAN GROUP INC COM
-$252.0K
246,470
+4%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$250.1K
107,546
+9%
增持
CAG
CONAGRA BRANDS INC COM
+$206.0K
148,360
+10%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$202.0K
131,194
+6%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$187.9K
82,937
+8%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$151.5K
55,031
+8%
增持
ENS
ENERSYS COM
+$139.0K
7,076
+13%
减持
SPY
SPDR S&P 500 ETF TRUST
-$129.5K
61
-80%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$124.3K
41,357
+7%
减持
AAPL
APPLE INC COM
+$122.0K
3,443
-2%
增持
OC
OWENS CORNING NEW COM
+$119.8K
4,713
+12%
清仓
NUE
NUCOR CORP COM
-$98.4K
0
-100%
清仓
MATX
MATSON INC COM
-$97.9K
0
-100%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$93.9K
8,022
+5%
增持
TAP
MOLSON COORS BEVERAGE CO CL B
-$93.4K
10,446
+13%
清仓
BCC
BOISE CASCADE CO DEL COM
-$88.8K
0
-100%
清仓
LUMN
LUMEN TECHNOLOGIES INC COM
-$83.5K
0
-100%
增持
FOR
FORESTAR GROUP INC COM
-$80.6K
21,984
+13%
增持
PKG
PACKAGING CORP AMER COM
-$76.6K
37,216
+3%
增持
CAL
CALERES INC COM
-$74.7K
25,566
+12%
增持
UAL
UNITED AIRLS HLDGS INC COM
+$73.0K
12,185
+12%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$72.0K
29,905
+8%
增持
POST
POST HLDGS INC COM
+$65.9K
7,178
+12%
清仓
QQQ
INVESCO QQQ TRUST SERIES I
-$64.8K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$64.8K
13,750
+12%
清仓
—
CALLON PETE CO DEL COM
-$63.0K
0
-100%
增持
L
LOEWS CORP COM
+$58.9K
10,601
+13%
建仓
APA
APA CORPORATION COM
+$57.1K
1,938
增持
PCAR
PACCAR INC COM
-$56.2K
7,402
+12%
增持
TCOM
TRIP COM GROUP LTD ADS
+$53.1K
16,224
+0%
建仓
XPEL
XPEL INC COM
+$49.8K
1,400
增持
GBX
GREENBRIER COS INC COM
+$44.0K
14,777
+12%
增持
OPLN
OPENLANE INC COM
+$41.3K
44,264
+10%
增持
—
RENAISSANCERE HLDGS LTD COM
+$39.5K
2,978
+12%
清仓
PDP
INVESCO DORSEY WRIGHT MOMENTUM ETF
-$38.8K
0
-100%
清仓
—
COLUMBIA U.S. ESG EQUITY INCOME ETF
-$35.8K
0
-100%
建仓
EQIN
COLUMBIA U.S. EQUITY INCOME ETF
+$33.4K
760
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$30.3K
2,008
+21%
增持
PHM
PULTE GROUP INC COM
+$27.3K
8,116
+13%
减持
TSLA
TESLA INC COM
+$26.8K
1,228
-0%
增持
—
FRESH DEL MONTE PRODUCE INC ORD
-$26.5K
20,642
+12%
增持
PARR
PAR PAC HOLDINGS INC COM NEW
-$26.2K
2,794
+7%
增持
NVDA
NVIDIA CORPORATION COM
+$24.2K
920
+829%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$20.2K
536
+4%
增持
TWLO
TWILIO INC CL A
+$19.4K
9,626
+12%
增持
—
COPA HOLDINGS SA CL A
+$19.0K
6,821
+13%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$18.9K
289
增持
OSK
OSHKOSH CORP COM
-$18.8K
6,464
+12%
清仓
—
CONSOL ENERGY INC NEW COM
-$18.0K
0
-100%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$15.6K
3,826
-5%
清仓
VRTS
VIRTUS INVT PARTNERS INC COM
-$13.9K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$12.5K
235
增持
HCC
WARRIOR MET COAL INC COM
+$11.7K
1,978
+7%
建仓
EWL
ISHARES MSCI SWITZERLAND ETF
+$9.6K
200
增持
INTC
INTEL CORP COM
+$8.8K
405
+376%
增持
GM
GENERAL MTRS CO COM
+$8.1K
2,156
+6%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$7.9K
58
+107%
清仓
EOG
EOG RES INC COM
-$7.7K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$7.5K
107
-19%
增持
R
RYDER SYS INC COM
+$7.0K
720
+5%
增持
—
VITAL ENERGY INC COM
-$6.7K
1,576
+7%
建仓
SOLV
SOLVENTUM CORP COM SHS
+$6.6K
124
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$6.3K
100
增持
STLD
STEEL DYNAMICS INC COM
-$5.9K
555
+6%
增持
META
META PLATFORMS INC CL A
+$5.3K
78
+11%
增持
PRU
PRUDENTIAL FINL INC COM
+$5.3K
5,033
+1%
清仓
GE
GE AEROSPACE COM NEW
-$5.3K
0
-100%
增持
UPBD
UPBOUND GROUP INC COM
-$5.1K
2,432
+7%
增持
VTRS
VIATRIS INC COM
-$4.6K
7,377
+6%
增持
ENVA
ENOVA INTL INC COM
+$4.4K
1,359
+7%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$4.1K
1,769
-6%
增持
CAR
AVIS BUDGET GROUP COM
-$3.6K
393
+8%
减持
AMAT
APPLIED MATLS INC COM
-$3.4K
12
-60%
建仓
ZTEK
ZENTEK LTD COM
+$3.3K
3,130
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$3.3K
4,585
-4%
建仓
HL
HECLA MNG CO COM
+$3.1K
637
减持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$3.0K
364
-6%
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$2.7K
443
-8%
减持
CVX
CHEVRON CORP NEW COM
-$2.5K
239
-6%
增持
DIS
DISNEY WALT CO COM
-$2.4K
368
+16%
建仓
—
SANDSTORM GOLD LTD COM NEW
+$2.3K
418
增持
VYX
NCR VOYIX CORPORATION COM
+$2.2K
5,589
+6%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$2.1K
369
-14%
增持
RAMP
LIVERAMP HLDGS INC COM
-$2.0K
27,349
+11%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$1.9K
486
-6%
建仓
KGC
KINROSS GOLD CORP COM
+$1.8K
222
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$1.6K
1,496
-3%
建仓
BTG
B2GOLD CORP COM
+$1.5K
539
清仓
CNQ
CANADIAN NAT RES LTD COM
-$1.3K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$1.1K
25
-38%
建仓
—
NEW GOLD INC CDA COM
+$1.1K
540
减持
SNPE
XTRACKERS S&P 500 ESG ETF
-$1.0K
1,244
-6%
减持
MU
MICRON TECHNOLOGY INC COM
-$914
28
-28%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$849
0
-100%
建仓
AG
FIRST MAJESTIC SILVER CORP COM
+$734
124
增持
—
UNITED STATES STL CORP NEW COM
-$707
2,345
+7%
建仓
EXK
ENDEAVOUR SILVER CORP COM
+$704
200
建仓
—
SILVERCREST METALS INC COM
+$611
75
建仓
SSRM
SSR MINING IN COM
+$565
125
减持
GS
GOLDMAN SACHS GROUP INC COM
-$557
8
-20%
增持
SCCO
SOUTHERN COPPER CORP COM
+$230
101
+1%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$207
131
+5%
建仓
DZSIQ
DZS INC COM
+$5
4
