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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 103 项
建仓 12
增持 49
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.0M
117,904
-1%
减持
META
META PLATFORMS INC
-$2.8M
8,149
-41%
增持
SNBRQ
SLEEP NUMBER CORP
-$2.2M
93,667
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。
+3%
增持
—
KAROOOOO LTD
-$2.0M
185,472
+0%
清仓
—
JPMORGAN U.S. AGGREGATE BOND ETF
-$2.0M
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$2.0M
704,884
+14%
建仓
GDXJ
VANECK ETF TRUST
+$1.9M
40,000
建仓
BBAG
J P MORGAN EXCHANGE-TRADED F
+$1.9M
36,849
增持
—
MAXAR TECHNOLOGIES INC
+$1.8M
65,470
+162%
建仓
IGR
CBRE GBL REAL ESTATE INC FD
+$1.5M
170,881
增持
DVY
ISHARES TR
+$1.5M
77,821
+12%
清仓
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
-$1.2M
0
-100%
减持
Z
ZILLOW GROUP INC
-$973.0K
17,509
-39%
建仓
—
COLLABORATIVE INVESTMNT SER
+$925.0K
20,000
清仓
XLE
ENERGY SELECT SECTOR SPDR
-$877.0K
0
-100%
增持
SBUX
STARBUCKS CORP
-$765.0K
30,063
+0%
减持
AAPL
APPLE INC
-$695.0K
168,948
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$669.0K
167,916
+22%
减持
GOOGL
ALPHABET INC
-$590.0K
4,803
-0%
建仓
SGI
TEMPUR SEALY INTL INC
+$545.0K
19,500
增持
AVDV
AMERICAN CENTY ETF TR
+$513.0K
38,795
+31%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$488.0K
80,325
-27%
增持
AVEM
AMERICAN CENTY ETF TR
+$422.0K
46,432
+26%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$374.0K
117,199
+4%
减持
JPM
JPMORGAN CHASE & CO
-$373.0K
16,896
-0%
减持
COIN
COINBASE GLOBAL INC
-$366.0K
3,026
-19%
减持
—
EXXON MOBIL CORP
+$358.0K
17,170
-1%
增持
HD
HOME DEPOT INC
-$357.0K
4,593
+10%
增持
DIS
DISNEY WALT CO
-$352.0K
20,804
+1%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$340.0K
8,656
减持
PTBD
PACER FDS TR
-$325.0K
21,200
-32%
建仓
VTI
VANGUARD INDEX FDS
+$306.0K
1,345
增持
MSFT
MICROSOFT CORP
-$287.0K
12,570
+2%
增持
DGRO
ISHARES TR
+$283.0K
247,906
+6%
增持
XNIEX
VIRTUS ALLIANZGI EQUITY & CO
-$253.0K
180,659
+6%
减持
MCD
MCDONALDS CORP
-$242.0K
9,715
-2%
减持
TGT
TARGET CORP
-$241.0K
12,198
-0%
增持
WY
WEYERHAEUSER CO MTN BE
-$237.0K
73,670
+0%
清仓
SPG
SIMON PROPERTY GROUP INC
-$234.0K
0
-100%
减持
PTON
PELOTON INTERACTIVE INC
-$230.0K
19,575
-6%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$226.0K
0
-100%
清仓
VEEV
VEEVA SYS INC CL A COM
-$223.0K
0
-100%
清仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$220.0K
0
-100%
清仓
T
AT&T INC COM
-$218.0K
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$214.0K
918
建仓
MO
ALTRIA GROUP INC
+$213.0K
4,077
建仓
INTC
INTEL CORP
+$211.0K
4,249
清仓
AIRT
AIR T INC COM
-$211.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$205.0K
12,131
+2%
建仓
PFE
PFIZER INC
+$204.0K
3,933
减持
MOO
VANECK ETF TRUST
-$203.0K
12,160
-21%
建仓
NEXT
NEXTDECADE CORP
+$199.0K
30,000
减持
LAND
GLADSTONE LD CORP
-$198.0K
159,596
-10%
减持
GOOG
ALPHABET INC
-$184.0K
1,717
-0%
增持
KKR
KKR & CO INC
-$163.0K
10,129
+0%
减持
NKE
NIKE INC
-$148.0K
3,028
-9%
减持
PG
PROCTER AND GAMBLE CO
-$134.0K
10,100
-1%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$133.0K
81,092
-3%
减持
COST
COSTCO WHSL CORP NEW
-$131.0K
7,917
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$125.0K
94,888
+4%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$119.0K
9,000
-25%
减持
PM
PHILIP MORRIS INTL INC
-$119.0K
14,367
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$117.0K
1,007
+41%
增持
DFAX
DIMENSIONAL ETF TRUST
+$114.0K
50,793
+15%
减持
AMT
AMERICAN TOWER CORP NEW
-$113.0K
2,455
-2%
增持
—
MEDTRONIC PLC
+$113.0K
9,770
+4%
减持
WFC
WELLS FARGO CO NEW
-$112.0K
46,663
-6%
增持
—
ABERDEEN ASIA-PACIFIC INCOME
-$110.0K
292,302
+2%
减持
CVS
CVS HEALTH CORP
-$105.0K
18,624
-3%
减持
COP
CONOCOPHILLIPS
+$102.0K
3,788
-1%
增持
NVO
NOVO-NORDISK A S
+$102.0K
8,395
+13%
减持
BA
BOEING CO
-$94.0K
3,928
-7%
减持
FFLG
FIDELITY COVINGTON TRUST
-$90.0K
10,617
-21%
增持
JNJ
JOHNSON & JOHNSON
+$86.0K
13,752
+0%
增持
IDV
ISHARES TR
+$81.0K
88,474
+1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$79.0K
45,047
+19%
增持
PANW
PALO ALTO NETWORKS INC
+$77.0K
540
+16%
减持
TAP
MOLSON COORS BEVERAGE CO
+$67.0K
10,656
-2%
增持
ABNB
AIRBNB INC
+$67.0K
4,419
+6%
增持
V
VISA INC
+$66.0K
7,091
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$57.0K
22,310
+7%
减持
STZ
CONSTELLATION BRANDS INC
-$48.0K
2,058
-1%
增持
AMZN
AMAZON COM INC
-$46.0K
710
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$42.0K
33,597
-0%
增持
GS
GOLDMAN SACHS GROUP INC
-$39.0K
1,019
+4%
增持
BP
BP PLC
+$38.0K
12,201
+1%
增持
F
FORD MTR CO DEL
-$32.0K
10,254
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
-$30.0K
162,286
+4%
减持
GLD
SPDR GOLD TR
+$29.0K
3,229
-0%
增持
AVUS
AMERICAN CENTY ETF TR
+$26.0K
3,171
+16%
增持
FDX
FEDEX CORP
-$25.0K
4,021
+9%
增持
DFAU
DIMENSIONAL ETF TRUST
+$24.0K
197,588
+5%
增持
AVDE
AMERICAN CENTY ETF TR
+$18.0K
39,541
+6%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$17.0K
43,682
+14%
增持
IEUR
ISHARES TR
-$17.0K
14,509
+7%
增持
HDV
ISHARES TR
+$13.0K
2,001
+1%
减持
MA
MASTERCARD INCORPORATED
-$13.0K
1,178
-2%
增持
NVDA
NVIDIA CORPORATION
+$11.0K
1,081
+12%
增持
IVV
ISHARES TR
-$8.0K
1,274
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.0K
13,005
+27%
增持
TSLA
TESLA INC
+$7.0K
292
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
-$5.0K
87,906
+2%
增持
IEMG
ISHARES INC
+$3.0K
9,753
+8%
