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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 63
减持 31
清仓 34
方向
标的
Δ市值
现股数(环比)
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$8.9M
72,344
增持
TAP
MOLSON COORS BEVERAGE CO CL B
+$4.4M
97,039
+2367%
减持
AVGO
BROADCOM INC COM
-$3.0M
11
-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。
增持
MOS
MOSAIC CO NEW COM
+$2.6M
247,647
+4%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$2.0M
353,977
-6%
减持
SSTK
SHUTTERSTOCK INC COM
-$1.5M
49
-100%
减持
SCHP
SCHWAB US TIPS ETF
-$1.2M
754,878
-5%
增持
—
GUESS INC COM
+$1.0M
566,537
+7%
建仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$940.7K
29,497
增持
FAST
FASTENAL CO COM
+$842.4K
202,337
+105%
增持
BLMN
BLOOMIN BRANDS INC COM
+$824.3K
538,470
+1%
增持
ABBV
ABBVIE INC COM
-$820.4K
38,887
+1%
增持
CAG
CONAGRA BRANDS INC COM
-$791.4K
140,254
+2%
建仓
BKAG
BNY MELLON CORE BOND ETF
+$664.5K
15,755
增持
ADSK
AUTODESK INC COM
+$544.0K
4,433
+40%
增持
COR
CENCORA INC COM
+$521.0K
5,180
+40%
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$509.6K
21,413
增持
BKNG
BOOKING HOLDINGS INC COM
+$498.9K
196
+42%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$464.9K
4,969
+32%
增持
CAH
CARDINAL HEALTH INC COM
+$453.5K
8,849
+18%
增持
EQH
EQUITABLE HLDGS INC COM
+$442.9K
26,653
+32%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$441.6K
74,405
+32%
增持
MANH
MANHATTAN ASSOCIATES INC COM
+$415.3K
6,262
+32%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$401.5K
206,159
-2%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$384.2K
6,740
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$376.5K
126,888
-6%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$365.4K
189,532
+0%
增持
VRSK
VERISK ANALYTICS INC COM
+$360.0K
4,149
+32%
增持
CHCO
CITY HLDG CO COM
+$352.9K
46,209
+2%
减持
L
LOEWS CORP COM
-$350.0K
195
-95%
减持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
-$345.5K
269,565
-7%
减持
TWLO
TWILIO INC CL A
-$334.8K
178
-95%
增持
MA
MASTERCARD INCORPORATED CL A
+$320.9K
2,198
+32%
增持
GDDY
GODADDY INC CL A
+$318.3K
7,175
+33%
建仓
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
+$310.8K
15,164
减持
OPLN
OPENLANE INC COM
-$308.2K
838
-95%
减持
POST
POST HLDGS INC COM
-$302.2K
131
-95%
清仓
CLS
CELESTICA INC COM
-$301.1K
0
-100%
减持
UAL
UNITED AIRLS HLDGS INC COM
-$299.5K
222
-95%
减持
F
FORD MTR CO COM
+$296.4K
491,362
-2%
增持
NVO
NOVO-NORDISK A S ADR
+$293.3K
14,344
+43%
清仓
GBX
GREENBRIER COS INC COM
-$286.6K
0
-100%
增持
LII
LENNOX INTL INC COM
+$272.2K
1,820
+32%
清仓
RAMP
LIVERAMP HLDGS INC COM
-$270.6K
0
-100%
减持
—
RENAISSANCERE HLDGS LTD COM
-$257.8K
54
-95%
增持
AZO
AUTOZONE INC COM
+$257.0K
288
+35%
清仓
OC
OWENS CORNING NEW COM
-$255.5K
0
-100%
增持
LLY
ELI LILLY & CO COM
+$248.9K
1,312
+40%
清仓
ENS
ENERSYS COM
-$245.3K
0
-100%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$242.3K
11,666
+32%
清仓
—
COPA HOLDINGS SA CL A
-$238.8K
0
-100%
清仓
OSK
OSHKOSH CORP COM
-$230.4K
0
-100%
减持
—
FRESH DEL MONTE PRODUCE INC ORD
-$229.0K
379
-95%
清仓
PHM
PULTE GROUP INC COM
-$226.9K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$226.0K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$222.6K
152,404
-4%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$219.9K
2,464
+32%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$219.9K
143,819
-1%
增持
EIG
EMPLOYERS HLDGS INC COM
-$208.6K
73,309
+1%
清仓
FOR
FORESTAR GROUP INC COM
-$174.5K
0
-100%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$167.2K
224,999
+3%
清仓
CAL
CALERES INC COM
-$165.9K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$158.5K
143,987
+2%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$150.6K
27,771
-3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$138.5K
1,006
+1173%
增持
AAPL
APPLE INC COM
+$124.3K
5,874
+21%
增持
NFLX
NETFLIX INC COM
+$111.2K
97
+385%
建仓
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$105.9K
894
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$105.7K
822
+996%
建仓
HWM
HOWMET AEROSPACE INC COM
+$105.3K
566
增持
TPR
TAPESTRY INC COM
+$99.1K
1,205
+1168%
增持
CSCO
CISCO SYS INC COM
+$96.2K
1,490
+1184%
增持
GILD
GILEAD SCIENCES INC COM
+$92.9K
979
+599%
增持
PM
PHILIP MORRIS INTL INC COM
+$92.3K
546
+1113%
增持
FTNT
FORTINET INC COM
+$86.5K
882
+1160%
增持
KO
COCA COLA CO COM
+$85.1K
1,659
+268%
增持
QCOM
QUALCOMM INC COM
+$83.9K
596
+728%
增持
MO
ALTRIA GROUP INC COM
+$83.0K
1,771
+410%
增持
HD
HOME DEPOT INC COM
+$78.8K
234
+1132%
增持
NVDA
NVIDIA CORPORATION COM
+$76.3K
941
+41%
建仓
RES
RPC INC COM
+$76.0K
16,066
建仓
IRDM
IRIDIUM COMMUNICATIONS INC COM
+$75.9K
2,515
建仓
IPAR
INTERPARFUMS INC COM
+$75.5K
575
增持
PGR
PROGRESSIVE CORP COM
+$72.8K
364
+323%
增持
AMGN
AMGEN INC COM
+$66.9K
264
+1100%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$61.4K
36,469
-3%
增持
MRK
MERCK & CO INC COM
+$58.4K
1,774
+94%
增持
CLX
CLOROX CO DEL COM
+$57.9K
6,777
+32%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$51.9K
13,303
+8%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$43.6K
148
增持
AMZN
AMAZON COM INC COM
+$42.2K
1,056
+6%
增持
—
AMDOCS LTD SHS
+$34.9K
72,514
+1%
清仓
PKG
PACKAGING CORP AMER COM
-$32.7K
0
-100%
增持
DKS
DICKS SPORTING GOODS INC COM
+$31.1K
37,388
+2%
建仓
FESM
FIDELITY ENHANCED SMALL CAP ETF
+$30.9K
965
增持
MSFT
MICROSOFT CORP COM
+$30.2K
183
+13%
建仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$29.9K
369
建仓
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$29.7K
1,086
清仓
RDN
RADIAN GROUP INC COM
-$29.1K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-$26.8K
0
-100%
增持
BRBR
BELLRING BRANDS INC COMMON STOCK
+$25.3K
15,887
+32%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$25.2K
0
-100%
减持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$24.5K
6,119
-3%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$23.4K
113
+19%
减持
TSLA
TESLA INC COM
+$23.3K
1,093
-13%
清仓
MSM
MSC INDL DIRECT INC CL A
-$21.7K
0
-100%
建仓
LRNZ
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
+$19.2K
430
清仓
BA
BOEING CO COM
-$17.4K
0
-100%
减持
LOW
LOWES COS INC COM
-$11.9K
166
-21%
建仓
PROF
PROFOUND MED CORP COM NEW
+$11.8K
2,000
清仓
—
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
-$11.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$11.1K
122
+5%
增持
UNP
UNION PAC CORP COM
+$10.2K
71
+173%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$8.8K
0
-100%
清仓
SNOW
SNOWFLAKE INC CL A
-$8.8K
0
-100%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$8.3K
1,418
-6%
清仓
CVX
CHEVRON CORP NEW COM
-$7.7K
0
-100%
增持
NKE
NIKE INC CL B
+$7.5K
240
+60%
增持
—
HOLOGIC INC COM
+$6.2K
285
+43%
清仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$5.7K
0
-100%
清仓
BIPC
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
-$5.4K
0
-100%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$4.8K
3,344
-4%
建仓
BJ
BJS WHSL CLUB HLDGS INC COM
+$4.5K
42
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$4.4K
94
+24%
减持
—
HUMANKIND US STOCK ETF
-$4.3K
863
-15%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$3.9K
442
+19%
减持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$3.6K
281
-15%
增持
GIS
GENERAL MLS INC COM
+$3.4K
211
+67%
增持
TGT
TARGET CORP COM
+$2.9K
490
+13%
减持
PYPL
PAYPAL HLDGS INC COM
-$2.8K
10
-82%
清仓
NET
CLOUDFLARE INC CL A COM
-$2.8K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$2.6K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
-$2.3K
0
-100%
建仓
BITO
PROSHARES BITCOIN ETF
+$2.2K
103
清仓
MELI
MERCADOLIBRE INC COM
-$2.0K
0
-100%
清仓
DOCN
DIGITALOCEAN HLDGS INC COM
-$1.7K
0
-100%
减持
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
+$1.7K
1,023
-6%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.5K
90
-18%
减持
TTD
THE TRADE DESK INC COM CL A
-$1.4K
75
-40%
清仓
AME
AMETEK INC COM
-$1.4K
0
-100%
减持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$1.4K
431
-15%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.3K
492
+6%
建仓
DRI
DARDEN RESTAURANTS INC COM
+$1.3K
6
清仓
UPST
UPSTART HLDGS INC COM
-$1.2K
0
-100%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$1.1K
53
清仓
—
UNITED STATES STL CORP NEW COM
-$972
0
-100%
清仓
OKTA
OKTA INC CL A
-$842
0
-100%
建仓
TECK
TECK RESOURCES LTD CL B
+$767
19
清仓
ZM
ZOOM COMMUNICATIONS INC CL A
-$738
0
-100%
清仓
DOCU
DOCUSIGN INC COM
-$733
0
-100%
