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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 109 项
建仓 9
增持 48
减持 33
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$9.3M
118,521
+1%
减持
AAPL
APPLE INC
-$6.9M
165,051
-2%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$3.3M
77,115
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
SNBRQ
SELECT COMFORT CORP
-$3.0M
57,967
-38%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$2.8M
4,837
+1%
增持
LAND
GLADSTONE LD CORP COM
-$2.2M
163,841
+3%
清仓
GDXJ
VANECK ETF TRUST
-$1.9M
0
-100%
清仓
BBAG
J P MORGAN EXCHANGE-TRADED F
-$1.9M
0
-100%
增持
GLD
SPDR GOLD ETF
+$1.7M
13,328
+313%
减持
—
KAROOOOO LTD ORD SHS
-$1.5M
184,866
-0%
减持
COST
COSTCO WHOLESALE CORP
-$1.5M
6,335
-20%
建仓
XLE
ENERGY SELECT SECTOR SPDR
+$1.4M
20,190
减持
DIS
DISNEY WALT CO COM
-$1.4M
14,964
-28%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.4M
109,342
+35%
增持
UNH
UNITEDHEALTH GROUP
+$1.4M
14,762
+22%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.4M
1,574
-8%
建仓
—
TELLURIAN INC NEW COM
+$1.2M
400,000
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$1.1M
75,170
-14%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
-$1.0M
256,531
+3%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
-$979.0K
189,114
+5%
减持
—
EXXON MOBIL CORP COM
-$968.0K
5,250
-69%
减持
TGT
TARGET CORP COM
-$960.0K
11,606
-5%
增持
VGK
VANGUARD EUROPEAN
-$927.0K
120,649
+3%
清仓
—
COLLABORATIVE INVESTMNT SER
-$925.0K
0
-100%
建仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$865.0K
12,660
清仓
Z
ZILLOW GROUP INC
-$863.0K
0
-100%
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$770.0K
0
-100%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$709.0K
161,666
-0%
增持
AMZN
AMAZON.COM INC
-$692.0K
15,279
+2052%
减持
MSFT
MICROSOFT
-$657.0K
12,531
-0%
清仓
BZH
BEAZER HOMES USA INC
-$609.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$588.0K
28,110
-6%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
-$582.0K
213,627
+8%
清仓
COIN
COINBASE GLOBAL INC
-$575.0K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TRUST
-$495.0K
729,132
+3%
建仓
CMCSA
COMCAST CORP NEW CL A
+$426.0K
10,864
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$425.0K
31,703
增持
DVY
ISHARES DJ SELECT DIVIDEND
-$422.0K
81,148
+4%
增持
META
META PLATFORMS INC CL A
-$415.0K
8,663
+6%
增持
WFC
WELLS FARGO CO NEW COM
-$409.0K
47,274
+1%
增持
JPM
JPMORGAN CHASE & CO COM
-$395.0K
16,945
+0%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$394.0K
88,945
+1%
清仓
BX
BLACKSTONE INC
-$387.0K
0
-100%
增持
—
MAXAR TECHNOLOGIES INC COM
-$353.0K
85,470
+31%
减持
PTON
PELOTON INTERACTIVE INC CL A COM
-$350.0K
18,175
-7%
清仓
QCOM
QUALCOMM INC
-$339.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$330.0K
12,639
-3%
增持
WY
WEYERHAEUSER CO
-$330.0K
74,320
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$320.0K
97,424
+3%
增持
ABNB
AIRBNB INC COM CL A
-$314.0K
4,992
+13%
清仓
PYPL
PAYPAL HLDGS INC
-$309.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$295.0K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$246.0K
9,333
-4%
清仓
PEP
PEPSICO INC
-$223.0K
0
-100%
清仓
MCFT
MASTERCRAFT BOAT HLDGS INC
-$221.0K
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
-$218.0K
0
-100%
清仓
IUSG
ISHARES TR
-$214.0K
0
-100%
增持
BA
BOEING CO COM
-$214.0K
3,937
+0%
清仓
GE
GENERAL ELECTRIC CO
-$214.0K
0
-100%
清仓
HDV
ISHARES TR
-$214.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$213.0K
0
-100%
建仓
IBM
INTL BUSINESS MACHINES
+$211.0K
1,491
减持
CVS
CVS HEALTH CORP COM
-$209.0K
18,083
-3%
建仓
MCK
MCKESSON CORP
+$206.0K
630
增持
MOO
MARKET VECTORS ETF TRUST AGRIBUSINESS
-$204.0K
12,339
+1%
清仓
PFE
PFIZER INC
-$204.0K
0
-100%
减持
HD
HOME DEPOT
-$193.0K
4,309
-6%
减持
PM
PHILIP MORRIS INTL INC
-$192.0K
11,732
-18%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$186.0K
50,435
-1%
减持
NKE
NIKE INC CLASS B
-$184.0K
2,178
-28%
增持
V
VISA INC
-$176.0K
7,093
+0%
减持
PTBD
PACER TRENDPILOT US BOND ETF
-$165.0K
16,300
-23%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$155.0K
43,785
+11%
减持
JNJ
JOHNSON & JOHNSON COM
-$130.0K
12,994
-6%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$127.0K
48,420
+25%
减持
CSCO
CISCO SYS INC
-$125.0K
7,789
-5%
增持
KKR
KKR & CO LP
-$123.0K
10,130
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$119.0K
9,906
-2%
增持
NEXT
NEXTDECADE CORP COM
+$112.0K
70,000
+133%
减持
PRU
PRUDENTIAL FINL INC COM
-$109.0K
3,440
-7%
增持
TSLA
TESLA MOTORS INC
-$106.0K
310
+6%
减持
SPY
SPDR S&P 500 ETF
-$105.0K
927
-8%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$97.0K
8,656
-19%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$94.0K
54,692
+18%
增持
IVV
ISHARES S&P 500 INDEX
-$91.0K
1,283
+1%
增持
INTC
INTEL CORP COM
+$90.0K
8,049
+89%
增持
IGR
CBRE GBL REAL ESTATE INC FD COM
-$89.0K
200,515
+17%
减持
PANW
PALO ALTO NETWORKS INC COM
-$89.0K
500
-7%
增持
—
ABERDEEN ASIA PACIFIC INCOME FUND INC
-$87.0K
308,514
+6%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$82.0K
5,021
+58%
增持
MMM
3M CO COM
-$72.0K
5,364
+4%
减持
—
ETFMG PRIME CYBER SECURITY ETF
-$63.0K
4,585
-2%
减持
ABBV
ABBVIE INC COM
-$60.0K
3,656
-4%
减持
MCD
MCDONALDS CORP COM
-$50.0K
9,528
-2%
减持
KO
COCA COLA CO COM
-$48.0K
6,597
-12%
增持
F
FORD MOTOR COMPANY
-$48.0K
11,249
+10%
减持
KMI
KINDER MORGAN INC
-$46.0K
20,130
-0%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$43.0K
9,966
+15%
增持
VZ
VERIZON COMMUNICATIONS
+$40.0K
23,167
+4%
增持
PSLV
SPROTT PHYSICAL SILVER
-$32.0K
23,800
+6%
建仓
—
BOXED INC COM
+$30.0K
16,057
增持
TSCO
TRACTOR SUPPLY CO
+$29.0K
1,253
+36%
增持
GS
GOLDMAN SACHS GROUP INC
-$28.0K
1,036
+2%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$28.0K
16,618
+15%
增持
XFRAX
BLACKROCK FLOATING RATE INCOME STRATEGIES FD INC
-$26.0K
49,293
+9%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FUND
-$19.0K
50,712
+16%
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
+$14.0K
11,337
+16%
增持
FDX
FEDEX CORP
-$10.0K
4,057
+1%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
-$4.0K
195,660
+17%
