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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 62
减持 35
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$23.9M
10,655
-97%
增持
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$18.0M
585,782
+1886%
增持
BKAG
BNY MELLON CORE BOND ETF
+$12.6M
310,417
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。
+1870%
增持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$9.8M
77,182
+8533%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$9.6M
421,335
+1868%
减持
ABBV
ABBVIE INC COM
-$7.1M
620
-98%
减持
SCHP
SCHWAB US TIPS ETF
-$7.0M
486,139
-36%
减持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$6.2M
3,419
-97%
增持
RES
RPC INC COM
+$6.0M
1,277,544
+7852%
增持
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
+$5.9M
297,044
+1859%
减持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
-$5.6M
4,914
-98%
增持
NVO
NOVO-NORDISK A S ADR
+$5.5M
116,973
+715%
增持
IPAR
INTERPARFUMS INC COM
+$4.5M
46,326
+7957%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$3.9M
42,035
-80%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$3.6M
41,578
-78%
增持
IRDM
IRIDIUM COMMUNICATIONS INC COM
+$3.5M
205,534
+8072%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$3.2M
29,780
-79%
增持
FESM
FIDELITY ENHANCED SMALL CAP ETF
+$2.9M
79,327
+8120%
减持
CAG
CONAGRA BRANDS INC COM
-$2.8M
1,222
-99%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$2.6M
31,660
-79%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$2.5M
91,428
+8319%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$2.5M
32,239
+8637%
减持
—
GUESS INC COM
+$2.4M
554,691
-2%
增持
EIG
EMPLOYERS HLDGS INC COM
+$2.2M
132,289
+80%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$1.3M
338,613
+50%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$1.3M
71,497
-1%
减持
FAST
FASTENAL CO COM
+$1.2M
198,328
-2%
清仓
AZO
AUTOZONE INC COM
-$1.1M
0
-100%
减持
BLMN
BLOOMIN BRANDS INC COM
-$971.7K
511,089
-5%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$920.5K
5,763
-79%
减持
—
AMDOCS LTD SHS
-$893.8K
69,743
-4%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$847.2K
7,552
-79%
减持
DKS
DICKS SPORTING GOODS INC COM
+$698.9K
36,426
-3%
减持
MOS
MOSAIC CO NEW COM
-$590.0K
243,489
-2%
增持
COR
CENCORA INC COM
+$517.0K
6,624
+28%
增持
BKNG
BOOKING HOLDINGS INC COM
+$458.1K
295
+51%
增持
BRBR
BELLRING BRANDS INC COMMON STOCK
+$448.3K
37,651
+137%
增持
AAPL
APPLE INC COM
+$447.4K
6,490
+10%
减持
F
FORD MTR CO COM
+$399.8K
479,186
-2%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$377.3K
94,792
-2%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$359.3K
7,281
+19%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$308.6K
83,040
+12%
增持
ADSK
AUTODESK INC COM
+$305.0K
5,280
+19%
建仓
HAS
HASBRO INC COM
+$277.0K
3,652
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$248.3K
1,704
增持
EQH
EQUITABLE HLDGS INC COM
+$240.5K
34,182
+28%
增持
MANH
MANHATTAN ASSOCIATES INC COM
+$238.3K
7,195
+15%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$232.5K
2,774
+13%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$224.3K
1,844
+124%
增持
LLY
ELI LILLY & CO COM
+$211.8K
1,618
+23%
增持
TPR
TAPESTRY INC COM
+$207.2K
2,765
+129%
增持
MA
MASTERCARD INCORPORATED CL A
+$202.8K
2,528
+15%
增持
MO
ALTRIA GROUP INC COM
+$202.1K
4,631
+161%
增持
GDDY
GODADDY INC CL A
-$199.5K
7,984
+11%
增持
NVDA
NVIDIA CORPORATION COM
+$191.3K
1,822
+94%
增持
CSCO
CISCO SYS INC COM
+$189.4K
4,279
+187%
增持
MRK
MERCK & CO INC COM
+$177.7K
3,791
+114%
增持
PM
PHILIP MORRIS INTL INC COM
+$170.6K
1,665
+205%
增持
KO
COCA COLA CO COM
+$170.1K
4,335
+161%
增持
AMGN
AMGEN INC COM
+$156.6K
816
+209%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$156.1K
5,703
+15%
增持
HWM
HOWMET AEROSPACE INC COM
+$154.3K
1,323
+134%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$151.3K
3,888
-42%
增持
HD
HOME DEPOT INC COM
+$144.4K
568
+143%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$143.3K
1,222
+21%
增持
QCOM
QUALCOMM INC COM
+$143.1K
1,431
+140%
增持
GILD
GILEAD SCIENCES INC COM
+$132.1K
2,168
+121%
增持
VRSK
VERISK ANALYTICS INC COM
-$122.4K
4,652
+12%
增持
CLX
CLOROX CO DEL COM
+$120.0K
7,573
+12%
减持
CAH
CARDINAL HEALTH INC COM
-$111.8K
8,759
-1%
减持
TSLA
TESLA INC COM
+$107.7K
1,023
-6%
清仓
FTNT
FORTINET INC COM
-$93.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$92.4K
565
-27%
减持
PGR
PROGRESSIVE CORP COM
-$82.1K
61
-83%
增持
NFLX
NETFLIX INC COM
+$78.7K
174
+79%
建仓
SCCO
SOUTHERN COPPER CORP COM
+$73.1K
602
减持
CHCO
CITY HLDG CO COM
-$70.0K
45,103
-2%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$68.6K
15,000
+13%
建仓
—
MEDTRONIC PLC SHS
+$62.7K
658
建仓
BBY
BEST BUY INC COM
+$60.4K
799
增持
PEP
PEPSICO INC COM
+$59.6K
882
+81%
建仓
—
MILLICOM INTL CELLULAR S A COM STK
+$58.9K
1,213
建仓
BP
BP PLC SPONSORED ADR
+$58.5K
1,699
建仓
TRGP
TARGA RES CORP COM
+$57.8K
345
建仓
HRB
BLOCK H & R INC COM
+$57.4K
1,136
建仓
HPQ
HP INC COM
+$56.5K
2,074
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$56.3K
1,248
建仓
—
UNILEVER PLC SPON ADR NEW
+$55.5K
936
增持
CL
COLGATE PALMOLIVE CO COM
+$55.5K
778
+951%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT IN CL A
+$55.2K
1,273
建仓
CMCSA
COMCAST CORP NEW CL A
+$55.2K
1,756
建仓
SMG
SCOTTS MIRACLE-GRO CO CL A
+$55.1K
968
建仓
KMB
KIMBERLY-CLARK CORP COM
+$54.8K
441
建仓
TROW
PRICE T ROWE GROUP INC COM
+$54.4K
530
建仓
BBWI
BATH & BODY WORKS INC COM
+$54.2K
2,104
减持
COST
COSTCO WHSL CORP NEW COM
-$54.1K
72
-41%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$53.2K
343
+132%
增持
UNP
UNION PAC CORP COM
+$51.3K
286
+303%
增持
PG
PROCTER AND GAMBLE CO COM
+$50.3K
858
+68%
建仓
BX
BLACKSTONE INC COM
+$50.2K
294
建仓
PAYX
PAYCHEX INC COM
+$49.9K
394
增持
SBUX
STARBUCKS CORP COM
+$47.5K
810
+252%
增持
LII
LENNOX INTL INC COM
+$47.2K
2,060
+13%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$47.2K
198
+1000%
增持
LMT
LOCKHEED MARTIN CORP COM
+$47.1K
113
+465%
建仓
CALM
CAL MAINE FOODS INC COM NEW
+$46.8K
497
减持
AMZN
AMAZON COM INC COM
-$45.9K
846
-20%
增持
DRI
DARDEN RESTAURANTS INC COM
+$45.5K
246
+4000%
增持
TXN
TEXAS INSTRS INC COM
+$44.2K
280
+700%
增持
VOO
VANGUARD S&P 500 ETF
+$39.9K
541
+5%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$29.2K
12,954
+11%
减持
WMT
WALMART INC COM
-$29.0K
1,833
-18%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$28.1K
0
-100%
减持
TGT
TARGET CORP COM
-$28.0K
227
-54%
清仓
TWLO
TWILIO INC CL A
-$22.1K
0
-100%
清仓
OPLN
OPENLANE INC COM
-$20.5K
0
-100%
清仓
L
LOEWS CORP COM
-$17.9K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$17.7K
37
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$17.7K
0
-100%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$17.2K
172
减持
LOW
LOWES COS INC COM
-$16.7K
80
-52%
清仓
POST
POST HLDGS INC COM
-$14.3K
0
-100%
减持
DJTWW
TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529
-$13.3K
3,775
-2%
清仓
—
RENAISSANCERE HLDGS LTD COM
-$13.1K
0
-100%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$12.8K
1,205
-15%
清仓
—
FRESH DEL MONTE PRODUCE INC ORD
-$12.3K
0
-100%
清仓
PROF
PROFOUND MED CORP COM NEW
-$11.8K
0
-100%
建仓
VO
VANGUARD MID-CAP ETF
+$11.8K
40
增持
BWXT
BWX TECHNOLOGIES INC COM
+$11.7K
112
+81%
增持
VTV
VANGUARD VALUE ETF
+$11.1K
69
+590%
减持
GIS
GENERAL MLS INC COM
-$10.9K
1
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$9.9K
36
+350%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$9.9K
30
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$9.6K
200
清仓
CRM
SALESFORCE INC COM
-$7.9K
0
-100%
清仓
CSGP
COSTAR GROUP INC COM
-$7.9K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$7.5K
200
清仓
ADI
ANALOG DEVICES INC COM
-$7.4K
0
-100%
清仓
COP
CONOCOPHILLIPS COM
-$7.3K
0
-100%
清仓
ABT
ABBOTT LABS COM
-$6.5K
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC COM
-$5.9K
0
-100%
清仓
—
CHUBB LIMITED COM
-$5.8K
0
-100%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$5.8K
336
清仓
C
CITIGROUP INC COM NEW
-$5.7K
0
-100%
清仓
PCAR
PACCAR INC COM
-$5.5K
0
-100%
清仓
FICO
FAIR ISAAC CORP COM
-$5.5K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC COM
-$5.5K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW CL A
-$5.5K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC COM
-$5.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$4.9K
0
-100%
