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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 102 项
建仓 12
增持 52
减持 30
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.0M
170,050
-1%
减持
SNBRQ
SELECT COMFORT CORP
-$3.5M
90,717
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.4M
119,206
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。
+1%
减持
PTON
PELOTON INTERACTIVE INC CL A COM
-$2.8M
20,885
-49%
增持
LAND
GLADSTONE LD CORP COM
+$2.0M
178,018
+0%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$1.6M
233,146
+3%
清仓
—
SPIRIT AIRLINES INC
-$1.4M
0
-100%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$1.3M
188,004
+14%
减持
UNH
UNITEDHEALTH GROUP
+$1.2M
11,914
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
4,815
+1%
减持
COST
COSTCO WHOLESALE CORP
+$942.0K
8,261
-1%
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$842.0K
69,388
+4%
增持
MSFT
MICROSOFT
+$685.0K
12,374
+0%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$650.0K
155,534
+7%
清仓
ETSY
ETSY INC COM
-$624.0K
0
-100%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$616.0K
86,273
+10%
增持
VGK
VANGUARD EUROPEAN
+$616.0K
112,446
+5%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$598.0K
137,249
+15%
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$520.0K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TRUST
+$467.0K
616,014
+1%
增持
WY
WEYERHAEUSER CO
+$452.0K
73,544
+2%
建仓
QCOM
QUALCOMM INC
+$406.0K
2,219
增持
CVS
CVS HEALTH CORP COM
+$396.0K
19,292
+3%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$395.0K
5,452
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$361.0K
37,358
+16%
减持
HD
HOME DEPOT
+$350.0K
4,173
-1%
建仓
SPY
SPDR S&P 500 ETF
+$338.0K
712
清仓
—
APOLLO GLOBAL MGMT INC COM CL A
-$336.0K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$329.0K
9,390
-9%
增持
MCD
MCDONALDS CORP COM
+$317.0K
9,864
+2%
建仓
NVDA
NVIDIA CORP
+$284.0K
965
清仓
AFRM
AFFIRM HLDGS INC COM CL A
-$266.0K
0
-100%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR
+$264.0K
33,612
-1%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$259.0K
465
减持
WFC
WELLS FARGO CO NEW COM
-$258.0K
49,458
-13%
增持
FDX
FEDEX CORP
+$245.0K
3,692
+14%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$240.0K
0
-100%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$237.0K
36,798
+13%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$236.0K
29,661
+14%
建仓
SPG
SIMON PROPERTY GROUP INC
+$234.0K
1,467
增持
SBUX
STARBUCKS CORP
+$228.0K
29,921
+1%
增持
DIS
DISNEY WALT CO COM
-$226.0K
20,699
+2%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$219.0K
2,728
建仓
DG
DOLLAR GEN CORP NEW COM
+$218.0K
923
减持
PG
PROCTER AND GAMBLE CO COM
+$215.0K
10,250
-2%
建仓
NFG
NATIONAL FUEL GAS CO COM
+$214.0K
3,340
清仓
LMT
LOCKHEED MARTIN CORP
-$209.0K
0
-100%
建仓
F
FORD MOTOR COMPANY
+$205.0K
9,862
清仓
MSGS
MADISON SQUARE GRDN SPRT CORP CL A
-$205.0K
0
-100%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$201.0K
1,991
增持
PYPL
PAYPAL HLDGS INC COM
-$187.0K
2,669
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$187.0K
10,255
增持
XNIEX
VIRTUS ALLIANZGI EQUITY & CONV COM
+$182.0K
171,054
+1%
增持
JPM
JPMORGAN CHASE & CO COM
+$166.0K
16,902
+10%
减持
BA
BOEING CO COM
-$159.0K
4,203
-8%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$148.0K
7,410
+4%
增持
XFRAX
BLACKROCK FLOATING RATE INCOME STRATEGIES FD INC
+$148.0K
37,837
+40%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$148.0K
83,377
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$147.0K
91,042
+5%
增持
KKR
KKR & CO LP
+$139.0K
10,128
+0%
增持
UNP
UNION PAC CORP COM
+$137.0K
2,237
+3%
增持
ABBV
ABBVIE INC COM
+$132.0K
3,824
+7%
增持
VZ
VERIZON COMMUNICATIONS
+$132.0K
20,767
+18%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$130.0K
13,610
+15%
增持
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
+$127.0K
56,798
+11%
增持
CSCO
CISCO SYS INC
+$126.0K
8,189
+13%
减持
JNJ
JOHNSON & JOHNSON COM
+$120.0K
13,745
-0%
增持
IVV
ISHARES S&P 500 INDEX
+$98.0K
1,229
+9%
增持
—
JPMORGAN U.S. AGGREGATE BOND ETF
+$84.0K
37,135
+5%
增持
—
ABERDEEN ASIA PACIFIC INCOME FUND INC
-$79.0K
287,546
+1%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FUND
+$76.0K
38,283
+26%
减持
TSLA
TESLA MOTORS INC
+$74.0K
291
-4%
增持
NKE
NIKE INC CLASS B
+$73.0K
3,328
+0%
增持
AMT
AMERICAN TOWER CORP
+$73.0K
2,495
+1%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$72.0K
87,512
+0%
减持
COIN
COINBASE GLOBAL INC COM CL A
+$65.0K
3,727
-3%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$60.0K
44,147
+5%
减持
MOO
MARKET VECTORS ETF TRUST AGRIBUSINESS
+$60.0K
15,452
-0%
减持
HON
HONEYWELL INTL INC
-$58.0K
12,989
-0%
减持
T
AT&T INC COM
-$49.0K
8,867
-10%
增持
—
EXXON MOBIL CORP COM
+$48.0K
17,330
+1%
增持
TGT
TARGET CORP COM
+$45.0K
12,217
+0%
减持
XLE
ENERGY SELECT SECTOR SPDR
+$43.0K
15,810
-1%
增持
ABNB
AIRBNB INC COM CL A
+$41.0K
4,158
+7%
减持
FFLG
FIDELITY GROWTH OPPORTUNITIES ETF
-$37.0K
13,517
-11%
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
+$35.0K
9,012
+10%
减持
PTBD
PACER TRENDPILOT US BOND ETF
-$33.0K
31,200
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$30.0K
979
+7%
增持
EQNR
EQUINOR ASA SPONSORED ADR
+$30.0K
13,850
+5%
减持
SDY
SPDR SER TR S&P DIVID ETF
+$26.0K
2,250
-0%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$25.0K
10,824
-5%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$25.0K
2,335
-2%
增持
COP
CONOCOPHILLIPS COM
+$17.0K
3,836
+0%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR
+$16.0K
1,670
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$16.0K
1,880
-0%
增持
V
VISA INC
-$16.0K
6,956
+2%
增持
PM
PHILIP MORRIS INTL INC
+$13.0K
15,467
+1%
减持
BP
BP PLC SPONSORED ADR
-$8.0K
12,051
-0%
增持
KMI
KINDER MORGAN INC
-$7.0K
20,230
+3%
减持
AMZN
AMAZON.COM INC
+$5.0K
708
-1%
减持
BKNG
PRICELINE.COM INC
+$5.0K
272
-0%
减持
ORCL
ORACLE CORPORATION
+$0
4,015
-0%
