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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 55
增持 39
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$6.1M
798
-98%
增持
AVGO
BROADCOM INC COM
-$5.4M
32,263
+373%
减持
—
PREMIER INC CL A
-$3.0M
125,438
-58%
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
F
FORD MTR CO COM
-$1.4M
548,559
-4%
减持
BLV
VANGUARD LONG-TERM BOND ETF
+$1.2M
357,913
-2%
减持
PKG
PACKAGING CORP AMER COM
+$858.8K
35,529
-5%
减持
ABBV
ABBVIE INC COM
+$710.2K
39,580
-4%
增持
SCHP
SCHWAB US TIPS ETF
+$689.4K
396,510
+0%
减持
INFY
INFOSYS LTD SPONSORED ADR
+$626.9K
226,423
-5%
减持
DKS
DICKS SPORTING GOODS INC COM
-$618.3K
37,719
-5%
减持
FAST
FASTENAL CO COM
+$582.8K
102,101
-4%
减持
SSTK
SHUTTERSTOCK INC COM
-$576.9K
112,253
-4%
减持
PRU
PRUDENTIAL FINL INC COM
-$561.4K
235
-95%
减持
RDN
RADIAN GROUP INC COM
+$505.4K
235,532
-4%
减持
CAG
CONAGRA BRANDS INC COM
+$379.0K
141,310
-5%
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$320.1K
128,476
-2%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$295.0K
145,649
-4%
减持
CHCO
CITY HLDG CO COM
+$292.9K
46,591
-4%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$291.1K
104,742
-3%
增持
WSM
WILLIAMS SONOMA INC COM
+$279.0K
40,241
+91%
减持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
+$249.9K
284,168
-0%
减持
EIG
EMPLOYERS HLDGS INC COM
+$249.3K
74,524
-4%
减持
RAMP
LIVERAMP HLDGS INC COM
-$225.5K
25,048
-8%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$198.1K
53,932
-2%
减持
PHM
PULTE GROUP INC COM
+$172.9K
7,430
-8%
减持
CLS
CELESTICA INC COM
-$156.0K
14,826
-7%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$130.4K
80,664
-3%
减持
TCOM
TRIP COM GROUP LTD ADS
+$112.0K
14,715
-9%
减持
—
FRESH DEL MONTE PRODUCE INC ORD
+$107.8K
18,917
-8%
减持
OSK
OSHKOSH CORP COM
-$106.6K
5,916
-8%
增持
TSLA
TESLA INC COM
+$99.7K
1,310
+7%
建仓
BTU
PEABODY ENERGY CORP COM
+$98.6K
3,716
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$98.6K
80,641
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$97.3K
2,011
+0%
建仓
VSXY
VICTORIAS SECRET AND CO COMMON STOCK
+$92.2K
3,586
增持
AAPL
APPLE INC COM
+$87.7K
3,489
+1%
减持
PCAR
PACCAR INC COM
-$87.7K
6,833
-8%
减持
CAL
CALERES INC COM
-$84.3K
23,442
-8%
建仓
NOG
NORTHERN OIL & GAS INC COM
+$82.2K
2,321
增持
MA
MASTERCARD INCORPORATED CL A
+$80.4K
723
+15%
建仓
DXC
DXC TECHNOLOGY CO COM
+$79.2K
3,819
建仓
MTDR
MATADOR RES CO COM
+$78.5K
1,588
建仓
—
HERBALIFE LTD COM SHS
+$77.8K
10,816
减持
—
RENAISSANCERE HLDGS LTD COM
+$75.9K
2,722
-9%
减持
ENS
ENERSYS COM
-$71.3K
6,479
-8%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$69.8K
40,034
-3%
减持
VYX
NCR VOYIX CORPORATION COM
-$69.0K
2
-100%
建仓
PDD
PDD HOLDINGS INC SPONSORED ADS
+$65.5K
486
减持
—
COPA HOLDINGS SA CL A
-$63.5K
6,242
-8%
建仓
VSAT
VIASAT INC COM
+$62.9K
5,267
建仓
ADSK
AUTODESK INC COM
+$60.9K
221
建仓
HLT
HILTON WORLDWIDE HLDGS INC COM
+$60.4K
262
减持
OC
OWENS CORNING NEW COM
-$57.2K
4,314
-8%
增持
CAR
AVIS BUDGET GROUP COM
+$56.9K
1,118
+184%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$56.6K
497
+79%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$54.0K
29,018
-3%
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$52.6K
506
减持
OPLN
OPENLANE INC COM
-$51.8K
40,435
-9%
减持
FOR
FORESTAR GROUP INC COM
-$51.5K
20,135
-8%
建仓
VRSK
VERISK ANALYTICS INC COM
+$50.4K
188
增持
LLY
ELI LILLY & CO COM
+$49.8K
139
+72%
建仓
MANH
MANHATTAN ASSOCIATES INC COM
+$49.8K
177
清仓
XPEL
XPEL INC COM
-$49.8K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$49.0K
109
建仓
GDDY
GODADDY INC CL A
+$48.6K
310
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$48.6K
1,502
-5%
建仓
EQH
EQUITABLE HLDGS INC COM
+$48.5K
1,153
建仓
NVO
NOVO-NORDISK A S ADR
+$48.2K
405
建仓
CLX
CLOROX CO DEL COM
+$48.1K
295
建仓
CAH
CARDINAL HEALTH INC COM
+$47.4K
429
建仓
AZO
AUTOZONE INC COM
+$47.3K
15
增持
COR
CENCORA INC COM
+$47.0K
266
+367%
增持
BKNG
BOOKING HOLDINGS INC COM
+$46.8K
13
+550%
建仓
NU
NU HLDGS LTD ORD SHS CL A
+$43.9K
3,214
减持
UAL
UNITED AIRLS HLDGS INC COM
+$43.8K
11,159
-8%
减持
GBX
GREENBRIER COS INC COM
-$43.8K
13,528
-8%
建仓
NUE
NUCOR CORP COM
+$43.4K
289
增持
—
AON PLC SHS CL A
+$36.5K
557
+5%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$35.0K
7,601
-5%
增持
ENVA
ENOVA INTL INC COM
+$31.2K
1,382
+2%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$30.5K
70
-90%
增持
NVDA
NVIDIA CORPORATION COM
+$28.4K
1,170
+27%
减持
TWLO
TWILIO INC CL A
+$28.3K
8,819
-8%
增持
—
VITAL ENERGY INC COM
-$27.4K
1,607
+2%
增持
META
META PLATFORMS INC CL A
+$27.1K
116
+49%
增持
SO
SOUTHERN CO COM
+$26.5K
805
+36%
减持
L
LOEWS CORP COM
-$25.0K
9,707
-8%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$21.8K
360
+83%
清仓
IMCV
ISHARES MORNINGSTAR MID-CAP VALUE ETF
-$21.1K
0
-100%
增持
PARR
PAR PAC HOLDINGS INC COM NEW
-$20.6K
2,837
+2%
建仓
IAU
ISHARES GOLD TRUST
+$19.9K
400
减持
TAP
MOLSON COORS BEVERAGE CO CL B
+$18.9K
9,560
-8%
清仓
AEM
AGNICO EAGLE MINES LTD COM
-$18.9K
0
-100%
增持
R
RYDER SYS INC COM
+$18.0K
735
+2%
建仓
KKR
KKR & CO INC COM
+$17.5K
134
增持
LOW
LOWES COS INC COM
+$16.4K
230
+11%
增持
ORCL
ORACLE CORP COM
+$16.0K
127
+217%
建仓
BA
BOEING CO COM
+$15.5K
102
建仓
PGR
PROGRESSIVE CORP COM
+$15.5K
61
增持
COST
COSTCO WHSL CORP NEW COM
+$15.3K
210
+4%
建仓
NFLX
NETFLIX INC COM
+$14.2K
20
减持
POST
POST HLDGS INC COM
+$13.2K
6,573
-8%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$12.7K
12,593
-8%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$12.6K
237
建仓
HEI/A
HEICO CORP NEW CL A
+$12.4K
61
增持
JPM
JPMORGAN CHASE & CO. COM
+$11.7K
189
+36%
建仓
TDG
TRANSDIGM GROUP INC COM
+$11.4K
8
清仓
SCCO
SOUTHERN COPPER CORP COM
-$10.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$10.8K
283
+18%
建仓
CPRT
COPART INC COM
+$10.4K
198
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$10.4K
9
增持
SBUX
STARBUCKS CORP COM
+$9.7K
303
+19%
清仓
EWL
ISHARES MSCI SWITZERLAND ETF
-$9.6K
0
-100%
建仓
CI
THE CIGNA GROUP COM
+$9.4K
27
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$9.3K
76
+31%
增持
VTRS
VIATRIS INC COM
+$9.2K
7,546
+2%
建仓
BRO
BROWN & BROWN INC COM
+$8.7K
84
增持
PEP
PEPSICO INC COM
+$8.7K
536
+7%
建仓
COP
CONOCOPHILLIPS COM
+$8.5K
81
增持
TGT
TARGET CORP COM
+$8.5K
519
+6%
增持
APA
APA CORPORATION COM
-$8.4K
1,990
+3%
增持
CRM
SALESFORCE INC COM
+$8.4K
55
+112%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$8.2K
539
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$8.2K
44
+175%
增持
MSFT
MICROSOFT CORP COM
+$8.2K
338
+10%
建仓
TTD
THE TRADE DESK INC COM CL A
+$8.2K
75
建仓
PLD
PROLOGIS INC. COM
+$7.7K
61
增持
BFH
BREAD FINANCIAL HOLDINGS INC COM
+$7.7K
2,188
+1%
建仓
MCK
MCKESSON CORP COM
+$7.4K
15
建仓
CSGP
COSTAR GROUP INC COM
+$7.4K
98
建仓
ING
ING GROEP N.V. SPONSORED ADR
+$7.3K
400
建仓
VMC
VULCAN MATLS CO COM
+$7.3K
29
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$7.2K
13
建仓
ADI
ANALOG DEVICES INC COM
+$7.1K
31
增持
AMZN
AMAZON COM INC COM
+$7.0K
2,001
+6%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$7.0K
15
建仓
GD
GENERAL DYNAMICS CORP COM
+$7.0K
23
清仓
SOLV
SOLVENTUM CORP COM SHS
-$6.6K
0
-100%
建仓
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
+$6.4K
148
建仓
UNP
UNION PAC CORP COM
+$6.4K
26
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$6.4K
122
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$6.3K
6
建仓
MKL
MARKEL GROUP INC COM
+$6.3K
4
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$6.3K
0
-100%
建仓
RTX
RTX CORPORATION COM
+$6.2K
51
建仓
MS
MORGAN STANLEY COM NEW
+$6.0K
58
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$6.0K
120
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$5.8K
10
建仓
FICO
FAIR ISAAC CORP COM
+$5.8K
3
增持
DIS
DISNEY WALT CO COM
+$5.8K
440
+20%
