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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 45
减持 68
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
—
PREMIER INC CL A
-$2.5M
0
-100%
增持
BLV
VANGUARD LONG-TERM BOND ETF
-$2.4M
358,212
+0%
减持
AVGO
BROADCOM INC COM
+$1.7M
31,254
-3%
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
WSM
WILLIAMS SONOMA INC COM
+$1.1M
39,568
-2%
减持
ABBV
ABBVIE INC COM
-$899.1K
38,926
-2%
清仓
TCOM
TRIP COM GROUP LTD ADS
-$874.5K
0
-100%
增持
SCHP
SCHWAB US TIPS ETF
-$844.4K
790,572
+99%
减持
RDN
RADIAN GROUP INC COM
-$823.3K
231,630
-2%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$813.2K
143,234
-2%
减持
CAG
CONAGRA BRANDS INC COM
-$738.6K
138,983
-2%
减持
PCAR
PACCAR INC COM
-$668.2K
58
-99%
减持
SSTK
SHUTTERSTOCK INC COM
-$619.8K
110,398
-2%
减持
DKS
DICKS SPORTING GOODS INC COM
+$615.5K
37,089
-2%
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$548.9K
128,263
-0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$514.1K
188,711
+80%
减持
PHM
PULTE GROUP INC COM
-$469.4K
5,482
-26%
增持
UAL
UNITED AIRLS HLDGS INC COM
+$466.1K
11,358
+2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$445.4K
216,827
+169%
减持
F
FORD MTR CO COM
-$443.0K
540,381
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$429.4K
69
-97%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$411.8K
157,030
+95%
增持
TWLO
TWILIO INC CL A
+$400.5K
9,027
+2%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$396.9K
147,394
+173%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$335.5K
785
-48%
减持
AAPL
APPLE INC COM
-$296.6K
2,062
-41%
减持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
-$283.9K
283,632
-0%
增持
GDDY
GODADDY INC CL A
+$224.0K
1,381
+345%
增持
CAL
CALERES INC COM
-$221.7K
23,878
+2%
减持
PKG
PACKAGING CORP AMER COM
+$214.4K
34,946
-2%
增持
EQH
EQUITABLE HLDGS INC COM
+$195.5K
5,172
+349%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$195.3K
36,535
-9%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$187.0K
1,001
+282%
增持
ADSK
AUTODESK INC COM
+$185.9K
835
+278%
减持
EIG
EMPLOYERS HLDGS INC COM
+$180.2K
73,300
-2%
增持
CAH
CARDINAL HEALTH INC COM
+$179.3K
1,917
+347%
增持
VRSK
VERISK ANALYTICS INC COM
+$172.7K
810
+331%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$171.5K
477
+338%
增持
CLX
CLOROX CO DEL COM
+$165.5K
1,315
+346%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$162.7K
27,830
-4%
增持
MANH
MANHATTAN ASSOCIATES INC COM
+$162.1K
784
+343%
增持
COR
CENCORA INC COM
+$161.4K
985
+270%
减持
INFY
INFOSYS LTD SPONSORED ADR
-$160.9K
222,699
-2%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$157.2K
2,265
+348%
增持
RAMP
LIVERAMP HLDGS INC COM
+$157.0K
25,608
+2%
增持
GBX
GREENBRIER COS INC COM
+$156.8K
13,859
+2%
减持
AMZN
AMAZON COM INC COM
-$154.3K
996
-50%
增持
OPLN
OPENLANE INC COM
+$149.0K
41,912
+4%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$147.6K
6,498
-15%
增持
PDD
PDD HOLDINGS INC SPONSORED ADS
+$145.2K
2,173
+347%
增持
BKNG
BOOKING HOLDINGS INC COM
+$139.0K
39
+200%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$137.2K
12,840
+2%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$129.2K
906
+82%
清仓
HCC
WARRIOR MET COAL INC COM
-$129.0K
0
-100%
增持
AZO
AUTOZONE INC COM
+$119.3K
52
+247%
增持
FOR
FORESTAR GROUP INC COM
-$118.1K
20,589
+2%
减持
MA
MASTERCARD INCORPORATED CL A
-$116.9K
456
-37%
减持
CLS
CELESTICA INC COM
+$114.8K
9,455
-36%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$114.2K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC COM
-$107.9K
0
-100%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$105.7K
14,442
+349%
增持
LLY
ELI LILLY & CO COM
+$100.7K
290
+109%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$98.9K
241
-70%
清仓
CAR
AVIS BUDGET GROUP COM
-$97.9K
0
-100%
清仓
BCPC
BALCHEM CORP COM
-$96.4K
0
-100%
增持
NVO
NOVO-NORDISK A S ADR
+$94.2K
1,656
+309%
清仓
VSXY
VICTORIAS SECRET AND CO COMMON STOCK
-$92.2K
0
-100%
增持
—
FRESH DEL MONTE PRODUCE INC ORD
+$85.6K
19,403
+3%
减持
V
VISA INC COM CL A
-$85.1K
71
-82%
减持
—
UNITED STATES STL CORP NEW COM
-$84.0K
23
-99%
增持
L
LOEWS CORP COM
+$72.5K
9,917
+2%
清仓
STLD
STEEL DYNAMICS INC COM
-$71.7K
0
-100%
减持
FAST
FASTENAL CO COM
-$71.3K
100,414
-2%
减持
SO
SOUTHERN CO COM
-$65.9K
81
-90%
清仓
VSAT
VIASAT INC COM
-$62.9K
0
-100%
清仓
PPG
PPG INDS INC COM
-$62.5K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$61.6K
199
-41%
减持
NVDA
NVIDIA CORPORATION COM
-$60.2K
610
-48%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$55.3K
180
-67%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$52.9K
0
-100%
增持
ENS
ENERSYS COM
-$46.7K
6,648
+3%
增持
—
RENAISSANCERE HLDGS LTD COM
-$45.6K
2,797
+3%
减持
CHCO
CITY HLDG CO COM
-$40.4K
45,821
-2%
减持
JNJ
JOHNSON & JOHNSON COM
-$39.6K
43
-85%
减持
CVX
CHEVRON CORP NEW COM
-$35.3K
46
-84%
清仓
SPY
SPDR S&P 500 ETF TRUST
-$35.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$34.7K
63
-83%
减持
COST
COSTCO WHSL CORP NEW COM
-$31.3K
169
-20%
减持
META
META PLATFORMS INC CL A
-$31.3K
60
-48%
建仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
+$29.4K
1,035
减持
BFH
BREAD FINANCIAL HOLDINGS INC COM
+$26.0K
2,131
-3%
建仓
—
SILA REALTY TRUST INC COMMON STOCK
+$25.9K
1,066
减持
BTU
PEABODY ENERGY CORP COM
-$23.0K
3,612
-3%
增持
—
COPA HOLDINGS SA CL A
-$22.6K
6,408
+3%
减持
WMT
WALMART INC COM
-$22.2K
2,229
-20%
减持
LOW
LOWES COS INC COM
-$21.3K
166
-28%
清仓
IAU
ISHARES GOLD TRUST
-$19.9K
0
-100%
减持
TGT
TARGET CORP COM
-$18.0K
465
-10%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$17.5K
13,294
+211%
增持
OSK
OSHKOSH CORP COM
-$16.5K
6,062
+2%
减持
GM
GENERAL MTRS CO COM
+$15.2K
2,132
-3%
增持
TMUS
T-MOBILE US INC COM
+$14.5K
87
+278%
清仓
UTZ
UTZ BRANDS INC COM CL A
-$14.2K
0
-100%
减持
ENVA
ENOVA INTL INC COM
+$13.3K
1,346
-3%
减持
TSLA
TESLA INC COM
+$13.0K
881
-33%
减持
SHW
SHERWIN WILLIAMS CO COM
-$12.7K
3
-92%
增持
POST
POST HLDGS INC COM
+$11.8K
6,750
+3%
清仓
ENB
ENBRIDGE INC COM
-$11.4K
0
-100%
减持
EQIN
COLUMBIA U.S. EQUITY INCOME ETF
-$11.1K
561
-26%
减持
MLM
MARTIN MARIETTA MATLS INC COM
-$10.9K
6
-77%
减持
KO
COCA COLA CO COM
-$10.3K
350
-22%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$10.3K
0
-100%
减持
INTC
INTEL CORP COM
-$9.4K
5
-99%
建仓
SNOW
SNOWFLAKE INC CL A
+$9.3K
60
清仓
—
CARNIVAL CORP PAIRED CTF
-$9.2K
0
-100%
清仓
CTRA
COTERRA ENERGY INC COM
-$9.1K
0
-100%
减持
UPBD
UPBOUND GROUP INC COM
-$8.9K
2,401
-3%
增持
TAP
MOLSON COORS BEVERAGE CO CL B
+$8.6K
9,743
+2%
减持
SBUX
STARBUCKS CORP COM
-$8.6K
230
-24%
清仓
MGA
MAGNA INTL INC COM
-$8.2K
0
-100%
减持
MTDR
MATADOR RES CO COM
+$8.1K
1,539
-3%
清仓
KD
KYNDRYL HLDGS INC COMMON STOCK
-$7.6K
0
-100%
增持
OC
OWENS CORNING NEW COM
-$7.5K
4,427
+3%
减持
—
HERBALIFE LTD COM SHS
-$7.5K
10,506
-3%
清仓
ING
ING GROEP N.V. SPONSORED ADR
-$7.3K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$7.2K
0
-100%
清仓
CHWY
CHEWY INC CL A
-$7.0K
0
-100%
清仓
SUI
SUN CMNTYS INC COM
-$6.9K
0
-100%
增持
TTD
THE TRADE DESK INC COM CL A
+$6.5K
125
+67%
清仓
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$6.4K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$6.0K
0
-100%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
+$5.9K
148
减持
STZ
CONSTELLATION BRANDS INC CL A
-$5.9K
20
-50%
清仓
INDA
ISHARES MSCI INDIA ETF
-$5.9K
0
-100%
清仓
DHI
D R HORTON INC COM
-$5.7K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$5.5K
25
-50%
减持
R
RYDER SYS INC COM
+$5.5K
718
-2%
减持
CRM
SALESFORCE INC COM
-$5.4K
29
-47%
减持
DXC
DXC TECHNOLOGY CO COM
-$5.3K
3,700
-3%
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$5.3K
1,468
-2%
清仓
EWC
ISHARES MSCI CANADA ETF
-$5.0K
0
-100%
减持
—
VITAL ENERGY INC COM
+$4.9K
1,558
-3%
清仓
SPH
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
-$4.9K
0
-100%
减持
PARR
PAR PAC HOLDINGS INC COM NEW
-$4.8K
2,756
-3%
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIGH COM
-$4.4K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$4.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
-$4.1K
149
-21%
减持
APA
APA CORPORATION COM
-$4.1K
1,932
-3%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$4.0K
475
-2%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$4.0K
3,711
-3%
增持
SHOP
SHOPIFY INC CL A
+$3.9K
89
+29%
