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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 41
减持 53
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
PKG
PACKAGING CORP AMER COM
-$7.8M
165
-100%
清仓
WSM
WILLIAMS SONOMA INC COM
-$7.3M
0
-100%
减持
RDN
RADIAN GROUP INC COM
-$7.3M
881
-100%
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
—
AMDOCS LTD SHS
+$6.6M
71,927
建仓
MOS
MOSAIC CO NEW COM
+$6.4M
237,300
建仓
—
GUESS INC COM
+$5.8M
527,045
减持
AVGO
BROADCOM INC COM
-$4.2M
17,903
-43%
建仓
BLMN
BLOOMIN BRANDS INC COM
+$3.8M
531,646
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$2.1M
377,724
+5%
减持
SSTK
SHUTTERSTOCK INC COM
-$1.9M
77,947
-29%
减持
DKS
DICKS SPORTING GOODS INC COM
-$1.1M
36,538
-1%
减持
ABBV
ABBVIE INC COM
+$1.1M
38,367
-1%
增持
SCHP
SCHWAB US TIPS ETF
+$957.2K
795,006
+1%
建仓
BRBR
BELLRING BRANDS INC COMMON STOCK
+$895.1K
12,021
减持
INFY
INFOSYS LTD SPONSORED ADR
-$879.5K
219,289
-2%
增持
COR
CENCORA INC COM
+$811.0K
3,712
+277%
增持
EQH
EQUITABLE HLDGS INC COM
+$808.4K
20,203
+291%
增持
CAH
CARDINAL HEALTH INC COM
+$806.4K
7,499
+291%
减持
UAL
UNITED AIRLS HLDGS INC COM
-$785.7K
4,593
-60%
建仓
LII
LENNOX INTL INC COM
+$771.1K
1,375
增持
VRSK
VERISK ANALYTICS INC COM
+$709.3K
3,133
+287%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$703.1K
8,846
+291%
增持
GDDY
GODADDY INC CL A
+$701.1K
5,405
+291%
增持
MA
MASTERCARD INCORPORATED CL A
+$674.1K
1,668
+266%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$660.9K
140,847
-2%
增持
AZO
AUTOZONE INC COM
+$645.6K
213
+310%
减持
TWLO
TWILIO INC CL A
-$618.7K
3,646
-60%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$611.1K
3,773
+277%
增持
MANH
MANHATTAN ASSOCIATES INC COM
+$609.4K
4,746
+505%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$595.6K
1,864
+291%
增持
ADSK
AUTODESK INC COM
+$581.5K
3,164
+279%
减持
CLS
CELESTICA INC COM
-$571.6K
3,820
-60%
增持
AAPL
APPLE INC COM
+$564.5K
4,866
+136%
减持
GBX
GREENBRIER COS INC COM
-$558.7K
5,595
-60%
增持
NVO
NOVO-NORDISK A S ADR
+$554.3K
10,034
+506%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$550.8K
5,183
-60%
增持
LLY
ELI LILLY & CO COM
+$550.0K
937
+223%
增持
CLX
CLOROX CO DEL COM
+$542.3K
5,133
+290%
减持
RAMP
LIVERAMP HLDGS INC COM
-$507.1K
10,353
-60%
减持
OPLN
OPENLANE INC COM
-$502.8K
17,050
-59%
减持
OC
OWENS CORNING NEW COM
-$498.5K
1,789
-60%
减持
L
LOEWS CORP COM
-$472.0K
4,003
-60%
减持
POST
POST HLDGS INC COM
-$456.1K
2,720
-60%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$450.3K
189,063
+0%
增持
BKNG
BOOKING HOLDINGS INC COM
+$442.0K
138
+254%
减持
FAST
FASTENAL CO COM
+$435.0K
98,720
-2%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$429.6K
56,563
+292%
减持
—
RENAISSANCERE HLDGS LTD COM
-$425.0K
1,129
-60%
增持
MKL
MARKEL GROUP INC COM
+$423.1K
230
+5650%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$411.4K
134,333
+5%
减持
—
FRESH DEL MONTE PRODUCE INC ORD
-$403.1K
7,826
-60%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$389.1K
210,008
-3%
减持
CAL
CALERES INC COM
-$387.1K
9,628
-60%
减持
PHM
PULTE GROUP INC COM
-$370.1K
2,207
-60%
减持
ENS
ENERSYS COM
-$369.2K
2,678
-60%
减持
FOR
FORESTAR GROUP INC COM
-$359.2K
8,254
-60%
减持
OSK
OSHKOSH CORP COM
-$345.9K
2,449
-60%
减持
—
COPA HOLDINGS SA CL A
-$324.3K
2,583
-60%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$319.1K
3,933
-60%
减持
F
FORD MTR CO COM
-$314.9K
501,983
-7%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$270.1K
145,581
-1%
建仓
VOO
VANGUARD S&P 500 ETF
+$263.6K
513
减持
MAR
MARRIOTT INTL INC NEW CL A
-$248.0K
20
-98%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$240.5K
159,025
+1%
增持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
+$211.8K
290,106
+2%
清仓
PDD
PDD HOLDINGS INC SPONSORED ADS
-$210.8K
0
-100%
减持
CAG
CONAGRA BRANDS INC COM
-$194.4K
137,322
-1%
清仓
BFH
BREAD FINANCIAL HOLDINGS INC COM
-$130.1K
0
-100%
清仓
ENVA
ENOVA INTL INC COM
-$129.1K
0
-100%
减持
CHCO
CITY HLDG CO COM
-$124.9K
45,152
-1%
清仓
GM
GENERAL MTRS CO COM
-$113.6K
0
-100%
清仓
R
RYDER SYS INC COM
-$112.6K
0
-100%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$107.4K
6,340
-2%
清仓
VTRS
VIATRIS INC COM
-$89.6K
0
-100%
减持
EIG
EMPLOYERS HLDGS INC COM
-$87.8K
72,420
-1%
清仓
MTDR
MATADOR RES CO COM
-$86.6K
0
-100%
清仓
NOG
NORTHERN OIL & GAS INC COM
-$83.8K
0
-100%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$76.8K
28,767
+3%
清仓
BTU
PEABODY ENERGY CORP COM
-$75.6K
0
-100%
清仓
DXC
DXC TECHNOLOGY CO COM
-$73.9K
0
-100%
清仓
—
HERBALIFE LTD COM SHS
-$70.3K
0
-100%
清仓
UPBD
UPBOUND GROUP INC COM
-$70.0K
0
-100%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$64.9K
37,642
+3%
清仓
BAC
BANK AMERICA CORP COM
-$60.9K
0
-100%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$56.9K
390
+1014%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$56.9K
775
-1%
清仓
—
VITAL ENERGY INC COM
-$48.2K
0
-100%
清仓
PARR
PAR PAC HOLDINGS INC COM NEW
-$45.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
-$45.1K
116
-31%
清仓
APA
APA CORPORATION COM
-$44.6K
0
-100%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$36.7K
12,312
-7%
建仓
—
HUMANKIND US STOCK ETF
+$32.3K
1,017
增持
TSLA
TESLA INC COM
-$31.8K
1,250
+42%
减持
PG
PROCTER AND GAMBLE CO COM
-$31.8K
512
-28%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$30.9K
1,503
-11%
清仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
-$29.4K
0
-100%
清仓
—
SILA REALTY TRUST INC COMMON STOCK
-$25.9K
0
-100%
清仓
EQIN
COLUMBIA U.S. EQUITY INCOME ETF
-$24.9K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$23.1K
162
-19%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$22.6K
3,473
-6%
清仓
TMUS
T-MOBILE US INC COM
-$19.2K
0
-100%
减持
TGT
TARGET CORP COM
-$17.5K
435
-6%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$15.2K
0
-100%
建仓
—
HOLOGIC INC COM
+$12.4K
200
增持
RTX
RTX CORPORATION COM
+$11.4K
131
+157%
增持
GD
GENERAL DYNAMICS CORP COM
+$11.1K
63
+174%
增持
KO
COCA COLA CO COM
+$10.5K
451
+29%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$10.2K
20
减持
MRK
MERCK & CO INC COM
-$10.2K
914
-1%
增持
PGR
PROGRESSIVE CORP COM
+$9.7K
86
+41%
增持
NVDA
NVIDIA CORPORATION COM
-$9.5K
668
+10%
增持
MO
ALTRIA GROUP INC COM
+$9.1K
347
+54%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$8.9K
20
增持
GILD
GILEAD SCIENCES INC COM
+$8.8K
140
+87%
减持
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
-$8.7K
1,089
-9%
减持
PEP
PEPSICO INC COM
-$8.5K
487
-9%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$8.2K
95
-1%
增持
LOW
LOWES COS INC COM
+$7.8K
209
+26%
建仓
CSCO
CISCO SYS INC COM
+$7.2K
116
建仓
PM
PHILIP MORRIS INTL INC COM
+$7.1K
45
建仓
HD
HOME DEPOT INC COM
+$7.0K
19
建仓
AMGN
AMGEN INC COM
+$6.9K
22
减持
MMM
3M CO COM
+$6.8K
484
-3%
增持
QCOM
QUALCOMM INC COM
+$6.8K
72
+157%
建仓
FTNT
FORTINET INC COM
+$6.7K
70
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$6.7K
79
建仓
TPR
TAPESTRY INC COM
+$6.7K
95
清仓
PLD
PROLOGIS INC. COM
-$6.4K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$6.3K
75
清仓
JNJ
JOHNSON & JOHNSON COM
-$6.2K
0
-100%
增持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
+$5.8K
1,969
+34%
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$5.7K
166
减持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$4.5K
372
-16%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$4.5K
0
-100%
减持
NKE
NIKE INC CL B
-$4.4K
150
-18%
清仓
KVUE
KENVUE INC COM
-$4.4K
0
-100%
清仓
PFE
PFIZER INC COM
-$4.3K
0
-100%
减持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$3.0K
332
-6%
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$2.6K
2
增持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$2.5K
508
+7%
清仓
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
-$2.3K
0
-100%
清仓
WCN
WASTE CONNECTIONS INC COM
-$2.2K
0
-100%
减持
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$2.1K
339
-4%
清仓
MTN
VAIL RESORTS INC COM
-$2.1K
0
-100%
清仓
LUMN
LUMEN TECHNOLOGIES INC COM
-$1.2K
0
-100%
清仓
BEPC
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
-$1.2K
0
-100%
清仓
—
SUMMIT MATLS INC CL A
-$1.1K
0
-100%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.0K
464
+7%
清仓
VLTO
VERALTO CORP COM SHS
-$611
0
-100%
建仓
MRP
MILLROSE PPTYS INC COM CL A
+$398
15
