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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 62
减持 44
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
—
GUESS INC COM
-$9.1M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$8.5M
1,910
-97%
减持
FAST
FASTENAL CO COM
-$7.3M
10,656
-95%
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。
清仓
RES
RPC INC COM
-$6.8M
0
-100%
减持
DKS
DICKS SPORTING GOODS INC COM
-$6.7M
1,865
-95%
减持
F
FORD MTR CO COM
-$5.9M
25,229
-95%
减持
MOS
MOSAIC CO COM
-$5.5M
10,322
-96%
减持
EIG
EMPLOYERS HLDGS INC COM
-$5.3M
6,085
-95%
减持
—
AMDOCS LTD SHS
-$5.3M
3,205
-95%
增持
MRK
MERCK & CO INC COM
+$5.3M
48,125
+904%
减持
CHCO
CITY HLDG CO COM
-$5.0M
2,335
-95%
增持
SCCO
SOUTHERN COPPER CORP COM
+$4.6M
27,153
+4366%
增持
GILD
GILEAD SCIENCES INC COM
+$4.5M
35,781
+905%
增持
CSCO
CISCO SYS INC COM
+$4.5M
63,197
+980%
增持
AMGN
AMGEN INC COM
+$4.2M
13,067
+1112%
清仓
TAP
MOLSON COORS BEVERAGE CO CL B
-$4.2M
0
-100%
增持
KO
COCA COLA CO COM
+$4.2M
60,164
+946%
增持
MO
ALTRIA GROUP INC COM
+$4.0M
66,607
+972%
增持
TRGP
TARGA RES CORP COM
+$4.0M
16,108
+4542%
减持
NVO
NOVO-NORDISK A S ADR
-$3.8M
52,995
-53%
增持
PM
PHILIP MORRIS INTL INC COM
+$3.8M
24,908
+1022%
增持
BP
BP PLC SPONSORED ADR
+$3.7M
79,594
+4506%
增持
BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
+$3.6M
112,564
+41%
减持
INFY
INFOSYS LTD SPONSORED ADR
-$3.6M
175,595
-47%
减持
IPAR
INTERPARFUMS INC COM
-$3.5M
2,151
-95%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$3.4M
57,182
+4475%
减持
IRDM
IRIDIUM COMMUNICATIONS INC COM
-$3.1M
9,380
-95%
清仓
BLMN
BLOOMIN BRANDS INC COM
-$3.0M
0
-100%
增持
HAS
HASBRO INC COM
+$2.9M
31,721
+3826%
增持
PEP
PEPSICO INC COM
+$2.8M
18,596
+1999%
增持
CL
COLGATE PALMOLIVE CO COM
+$2.7M
32,320
+4033%
增持
UNP
UNION PAC CORP COM
+$2.6M
11,134
+3779%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$2.6M
43,933
+4462%
增持
—
MEDTRONIC PLC SHS
+$2.6M
30,324
+4488%
增持
GFI
GOLD FIELDS LTD SPONSORED ADR
+$2.4M
53,861
+134553%
增持
LMT
LOCKHEED MARTIN CORP COM
+$2.4M
4,097
+3526%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$2.3M
9,024
+4458%
增持
ABBV
ABBVIE INC COM
+$2.3M
11,115
+1737%
增持
MCD
MCDONALDS CORP COM
+$2.3M
7,543
+3267%
增持
TPR
TAPESTRY INC COM
+$2.3M
19,747
+392%
增持
PG
PROCTER & GAMBLE CO COM
+$2.3M
16,539
+1805%
增持
BBY
BEST BUY INC COM
+$2.3M
35,890
+4369%
增持
CMCSA
COMCAST CORP NEW CL A
+$2.2M
77,965
+4365%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$2.2M
69,267
-50%
增持
UL
UNILEVER PLC SPON ADR NEW
+$2.1M
38,179
+4522%
增持
TROW
PRICE T ROWE GROUP INC COM
+$2.1M
23,980
+4049%
增持
DRI
DARDEN RESTAURANTS INC COM
+$2.1M
10,846
+4256%
增持
TXN
TEXAS INSTRS INC COM
+$2.1M
10,967
+3775%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$2.1M
8,769
+4351%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$2.0M
11,380
+396%
增持
APAM
ARTISAN PARTNERS ASSET MGMT I CL A
+$2.0M
57,238
+4400%
增持
KMB
KIMBERLY-CLARK CORP COM
+$1.9M
19,790
+4377%
减持
CAH
CARDINAL HEALTH INC COM
-$1.8M
17
-100%
增持
HPQ
HP INC COM
+$1.7M
93,429
+4338%
增持
NVDA
NVIDIA CORPORATION COM
+$1.7M
12,815
+384%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.7M
8,613
+385%
增持
BBWI
BATH & BODY WORKS INC COM
+$1.7M
94,145
+4383%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$1.7M
71
-99%
减持
BKNG
BOOKING HOLDINGS INC COM
-$1.6M
2
-99%
增持
HRB
BLOCK H & R INC COM
+$1.6M
51,303
+4357%
增持
PAYX
PAYCHEX INC COM
+$1.6M
17,446
+4262%
增持
BX
BLACKSTONE INC COM
+$1.4M
12,916
+4278%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.4M
37
-99%
减持
NU
NU HLDGS LTD ORD SHS CL A
-$1.4M
391
-100%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$1.4M
130,863
+41%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.4M
12,540
+370%
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$1.3M
48,126
+44%
清仓
MSCI
MSCI INC COM
-$1.3M
0
-100%
减持
AAPL
APPLE INC COM
-$1.3M
1,983
-70%
清仓
MANH
MANHATTAN ASSOCIATES INC COM
-$1.3M
0
-100%
增持
EXPE
EXPEDIA GROUP INC COM NEW
+$1.2M
6,845
+401%
减持
NFLX
NETFLIX INC. COM
-$1.2M
50
-100%
增持
FESM
FIDELITY ENHANCED SMALL CAP ETF
+$1.2M
109,449
+38%
清仓
OTIS
OTIS WORLDWIDE CORP COM
-$1.1M
0
-100%
增持
LVS
LAS VEGAS SANDS CORP COM
+$1.1M
27,171
+406%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$1.1M
10
-100%
清仓
VRSK
VERISK ANALYTICS INC COM
-$1.0M
0
-100%
清仓
BRBR
BELLRING BRANDS INC COMMON STOCK
-$1.0M
0
-100%
清仓
LII
LENNOX INTL INC COM
-$1.0M
0
-100%
清仓
GDDY
GODADDY INC CL A
-$997.1K
0
-100%
增持
HD
HOME DEPOT INC COM
+$969.6K
3,804
+365%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE C COM
+$966.8K
14,846
增持
QCOM
QUALCOMM INC COM
+$854.6K
9,366
+356%
增持
APP
APPLOVIN CORP COM CL A
+$698.1K
2,692
+386%
减持
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-$641.3K
564,266
-3%
减持
ADSK
AUTODESK INC COM
-$541.3K
4,693
-17%
减持
MKL
MARKEL GROUP INC COM
-$486.8K
4
-98%
增持
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
+$405.2K
8,378
+21%
建仓
DINO
HF SINCLAIR CORP COM
+$342.8K
5,494
减持
SCHP
SCHWAB US TIPS ETF
-$301.7K
466,341
-3%
减持
LLY
ELI LILLY & CO COM
-$296.5K
1,699
-2%
减持
BKAG
BNY MELLON CORE BOND ETF
-$282.9K
301,218
-2%
建仓
NTES
NETEASE COM INC SPONSORED ADS
+$278.5K
2,488
建仓
—
FRONTLINE PLC COM
+$272.2K
7,808
建仓
WU
WESTERN UN CO COM
+$261.4K
29,940
建仓
WPP
WPP PLC NEW ADR
+$240.4K
15,462
建仓
FBP
FIRST BANCORP CORPORATION COM NEW
+$239.3K
11,203
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$223.2K
6,797
-55%
建仓
—
COPA HOLDINGS SA CL A
+$219.2K
1,929
减持
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
-$209.8K
287,691
-2%
减持
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
-$196.7K
415,461
-1%
减持
COR
CENCORA INC COM
-$182.4K
5,264
-3%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$144.2K
34,596
-10%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$120.3K
33,110
-13%
清仓
VB
VANGUARD SMALL-CAP ETF
-$114.5K
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$107.8K
0
-100%
清仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$90.4K
0
-100%
清仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$75.6K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC COM
+$61.8K
88
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$60.1K
9,187
-8%
清仓
EQH
EQUITABLE HLDGS INC COM
-$58.2K
0
-100%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$57.9K
24,297
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$54.3K
428
-17%
减持
—
MILLICOM INTL CELLULAR S A COM STK
-$50.7K
221
-82%
增持
TSLA
TESLA INC COM
-$46.5K
1,000
+8%
清仓
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
-$44.1K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$42.9K
26,376
-9%
清仓
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$41.4K
0
-100%
增持
WMT
WALMART INC COM
+$37.6K
1,804
+8%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$35.7K
0
-100%
清仓
CLX
CLOROX CO DEL COM
-$33.1K
0
-100%
建仓
—
EXXON MOBIL CORP COM
+$32.6K
192
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$31.7K
104
+215%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$30.9K
311
+66%
清仓
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
-$30.1K
0
-100%
增持
AVGO
BROADCOM INC COM
+$29.9K
111
+754%
增持
GOOG
ALPHABET INC CAP STK CL C
+$29.2K
372
+51%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$28.6K
91
+26%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$28.4K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$27.5K
183
-7%
增持
MU
MICRON TECHNOLOGY INC COM
+$27.5K
84
+2700%
减持
VTV
VANGUARD VALUE ETF
-$21.5K
10
-92%
清仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$21.5K
0
-100%
建仓
TTMI
TTM TECHNOLOGIES INC COM
+$20.6K
211
减持
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
-$20.2K
3,239
-22%
清仓
CAG
CONAGRA BRANDS INC COM
-$19.7K
0
-100%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$18.8K
6,293
-9%
建仓
CAT
CATERPILLAR INC COM
+$18.4K
26
建仓
CIEN
CIENA CORP COM NEW
+$17.5K
45
增持
TER
TERADYNE INC COM
+$17.1K
80
+135%
清仓
TFC
TRUIST FINL CORP COM
-$16.4K
0
-100%
减持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$16.0K
4,790
-9%
减持
VOO
VANGUARD S&P 500 ETF
-$15.8K
513
-0%
建仓
AA
ALCOA CORP COM
+$15.7K
236
建仓
ALB
ALBEMARLE CORP COM
+$15.6K
87
建仓
VIAV
VIAVI SOLUTIONS INC COM
+$15.5K
465
建仓
FIX
COMFORT SYS USA INC COM
+$15.2K
11
建仓
WDC
WESTERN DIGITAL CORP COM
+$15.1K
56
建仓
HL
HECLA MINING COMPANY COM
+$14.8K
794
增持
COHR
COHERENT CORP COM
+$14.5K
95
+116%
