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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
报告期 2026-03-31 · CIK 0001794153
持仓数
173
前50大市值合计
$409.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 104 项
建仓 8
增持 54
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$5.0M
0
-100%
增持
—
KAROOOOO LTD ORD SHS
+$2.7M
185,106
+150%
清仓
BIDU
BAIDU COM ADR
-$2.0M
0
-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。
减持
PTON
PELOTON INTERACTIVE INC CL A COM
-$1.6M
40,885
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
4,769
+4%
建仓
—
SPIRIT AIRLINES INC
+$1.4M
54,520
增持
SNBRQ
SELECT COMFORT CORP
+$1.4M
112,092
+35%
增持
JMIA
JUMIA TECHNOLOGIES AG SPONSORED ADS
-$1.3M
110,325
+0%
减持
Z
ZILLOW GROUP INC CL C CAP STK
-$1.3M
28,756
-8%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$1.1M
42,227
增持
AAPL
APPLE INC
+$935.0K
171,128
+1%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$876.0K
3,853
减持
CVS
CVS HEALTH CORP COM
-$462.0K
18,787
-24%
减持
COST
COSTCO WHOLESALE CORP
+$353.0K
8,341
-3%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$352.0K
85,898
-7%
增持
MSFT
MICROSOFT
+$347.0K
12,332
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$347.0K
118,159
+1%
增持
META
FACEBOOK INC CL A
+$329.0K
13,737
+10%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$297.0K
87,109
+2%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$282.0K
164,212
+6%
建仓
AFRM
AFFIRM HLDGS INC COM CL A
+$266.0K
2,233
清仓
—
GENERAL ELECTRIC CO COM
-$258.0K
0
-100%
清仓
KREF
KKR REAL ESTATE FIN TR INC COM
-$249.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$246.0K
2,386
增持
FDX
FEDEX CORP
-$244.0K
3,238
+1%
减持
LAND
GLADSTONE LD CORP COM
-$236.0K
177,602
-0%
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$219.0K
6,690
清仓
WHR
WHIRLPOOL CORP COM
-$215.0K
0
-100%
清仓
QQQ
POWERSHARES QQQ TR
-$212.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$209.0K
605
增持
JPM
JPMORGAN CHASE & CO COM
+$207.0K
15,331
+4%
建仓
MSGS
MADISON SQUARE GRDN SPRT CORP CL A
+$205.0K
1,100
清仓
MO
ALTRIA GROUP INC COM
-$203.0K
0
-100%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$201.0K
225,753
+2%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$187.0K
25,982
+13%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$186.0K
119,672
+7%
减持
XNIEX
VIRTUS ALLIANZGI EQUITY & CONV COM
-$175.0K
168,768
-1%
增持
WINA
WINMARK CORP COM
+$172.0K
3,325
+18%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$162.0K
78,459
+6%
增持
TGT
TARGET CORP COM
-$158.0K
12,168
+0%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$153.0K
87,337
+1%
增持
SBUX
STARBUCKS CORP
+$147.0K
29,658
+6%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$146.0K
145,120
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$146.0K
5,733
+43%
减持
DIS
DISNEY WALT CO COM
-$145.0K
20,289
-0%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$140.0K
0
-100%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$132.0K
32,115
+8%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
-$130.0K
25,949
-9%
减持
MMM
3M CO COM
-$129.0K
5,144
-1%
增持
—
JPMORGAN U.S. AGGREGATE BOND ETF
+$125.0K
35,353
+7%
增持
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$114.0K
919
+1%
减持
V
VISA INC
-$112.0K
6,839
-2%
减持
BA
BOEING CO COM
-$111.0K
4,568
-2%
增持
WY
WEYERHAEUSER CO
+$109.0K
72,454
+1%
增持
UNH
UNITEDHEALTH GROUP
-$108.0K
12,192
+0%
减持
BEN
FRANKLIN RESOURCES INC COM
-$106.0K
10,295
-20%
清仓
—
OAKTREE SPECIALTY LENDING CORP COM
-$104.0K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$103.0K
9,650
+0%
增持
ABNB
AIRBNB INC COM CL A
+$102.0K
3,883
+8%
增持
AZO
AUTOZONE INC COM
+$99.0K
263
+13%
减持
CSCO
CISCO SYS INC
-$93.0K
7,224
-21%
增持
AMZN
AMAZON.COM INC
-$91.0K
717
+1%
减持
—
EXXON MOBIL CORP COM
-$86.0K
17,200
-1%
增持
UNP
UNION PAC CORP COM
+$83.0K
2,177
+39%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$79.0K
6,207
+29%
增持
HD
HOME DEPOT
+$77.0K
4,210
+3%
增持
EQNR
EQUINOR ASA SPONSORED ADR
+$77.0K
13,150
+8%
减持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$76.0K
7,108
-2%
增持
PYPL
PAYPAL HLDGS INC COM
-$73.0K
2,653
+1%
增持
PHYS
SPROTT PHYSICAL GOLD TRUST
-$60.0K
607,164
+1%
增持
—
ABERDEEN ASIA PACIFIC INCOME FUND INC
-$60.0K
283,495
+2%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$59.0K
2,078
-2%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$52.0K
32,440
+11%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR
-$48.0K
33,817
-0%
增持
VGK
VANGUARD EUROPEAN
-$46.0K
107,553
+2%
增持
JNJ
JOHNSON & JOHNSON COM
-$42.0K
13,811
+0%
减持
VZ
VERIZON COMMUNICATIONS
-$40.0K
17,532
-0%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$39.0K
11,813
+9%
减持
NKE
NIKE INC CLASS B
-$36.0K
3,320
-1%
减持
PRU
PRUDENTIAL FINL INC COM
-$32.0K
3,705
-10%
减持
WFC
WELLS FARGO CO NEW COM
+$32.0K
56,696
-2%
增持
IVV
ISHARES S&P 500 INDEX
+$31.0K
1,132
+6%
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$31.0K
66,803
+2%
增持
MA
MASTERCARD INC
+$30.0K
1,208
+13%
减持
ORCL
ORACLE CORPORATION
+$28.0K
4,022
-3%
增持
XLE
ENERGY SELECT SECTOR SPDR
-$27.0K
16,010
+0%
减持
BKNG
PRICELINE.COM INC
+$27.0K
273
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$26.0K
1,885
-4%
减持
PEP
PEPSICO INC COM
-$26.0K
1,335
-13%
减持
COP
CONOCOPHILLIPS COM
+$25.0K
3,835
-1%
减持
PG
PROCTER AND GAMBLE CO COM
+$24.0K
10,458
-2%
增持
AMT
AMERICAN TOWER CORP
+$22.0K
2,475
+5%
增持
XFRAX
BLACKROCK FLOATING RATE INCOME STRATEGIES FD INC
+$22.0K
26,973
+6%
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
-$21.0K
8,160
+4%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FUND
+$18.0K
30,486
+5%
增持
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
-$13.0K
51,274
+3%
减持
KKR
KKR & CO LP
+$13.0K
10,126
-0%
增持
FFLG
FIDELITY GROWTH OPPORTUNITIES ETF
+$12.0K
15,229
+6%
减持
GS
GOLDMAN SACHS GROUP INC
-$11.0K
913
-3%
增持
SDY
SPDR SER TR S&P DIVID ETF
-$10.0K
2,252
+0%
减持
—
MEDTRONIC PLC SHS
+$10.0K
10,369
-0%
减持
BP
BP PLC SPONSORED ADR
+$9.0K
12,056
-1%
增持
—
LIBERTY MEDIA CORP DEL COM A BRAVES GRP
-$7.0K
7,575
+1%
减持
TSLA
TESLA MOTORS INC
+$0
302
-12%
