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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 99 项
建仓 3
增持 44
减持 39
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD ETF
-$1.7M
3,328
-75%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.7M
92,532
+1813%
清仓
XLE
ENERGY SELECT SECTOR SPDR
-$1.4M
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
AAPL
APPLE INC
-$1.4M
152,987
-7%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$1.4M
82,150
-25%
清仓
—
TELLURIAN INC NEW COM
-$1.2M
0
-100%
减持
—
MAXAR TECHNOLOGIES INC COM
-$1.1M
60,470
-29%
减持
PHYS
SPROTT PHYSICAL GOLD TRUST
-$1.1M
724,320
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$857.0K
117,974
-0%
增持
VGK
VANGUARD EUROPEAN
-$803.0K
120,677
+0%
减持
LAND
GLADSTONE LD CORP COM
-$766.0K
158,279
-3%
增持
DVY
ISHARES DJ SELECT DIVIDEND
-$738.0K
82,177
+1%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
-$723.0K
258,547
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$468.0K
98,393
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
-$457.0K
31,060
+1873%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$443.0K
19,771
+56%
清仓
CMCSA
COMCAST CORP NEW CL A
-$426.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC COM SER A
-$425.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$422.0K
5
-17%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$416.0K
66,905
-11%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$401.0K
89,428
+1%
减持
—
KAROOOOO LTD ORD SHS
+$400.0K
183,934
-1%
清仓
PTBD
PACER TRENDPILOT US BOND ETF
-$350.0K
0
-100%
增持
WY
WEYERHAEUSER CO
-$338.0K
74,380
+0%
减持
FDX
FEDEX CORP
-$322.0K
4,024
-1%
减持
MSFT
MICROSOFT
-$316.0K
12,461
-1%
清仓
NEXT
NEXTDECADE CORP COM
-$311.0K
0
-100%
减持
META
META PLATFORMS INC CL A
-$288.0K
8,175
-6%
增持
PSLV
SPROTT PHYSICAL SILVER
+$284.0K
67,742
+185%
增持
SGI
TEMPUR PEDIC INTL INC
+$274.0K
28,600
+47%
增持
IGR
CBRE GBL REAL ESTATE INC FD COM
-$269.0K
205,725
+3%
减持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
-$267.0K
157,396
-3%
清仓
SDY
SPDR SER TR S&P DIVID ETF
-$267.0K
0
-100%
清仓
—
II-VI INC COM
-$250.0K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$234.0K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC COM
+$223.0K
2,592
清仓
NKE
NIKE INC CLASS B
-$223.0K
0
-100%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$219.0K
8,753
+74%
清仓
IBM
INTL BUSINESS MACHINES
-$211.0K
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL COM A BRAVES GRP
+$210.0K
7,475
清仓
—
ETFMG PRIME CYBER SECURITY ETF
-$210.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$205.0K
12,865
-1%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
-$202.0K
216,478
+1%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$202.0K
49,546
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$197.0K
9,715
-2%
减持
SBUX
STARBUCKS CORP
+$197.0K
27,814
-1%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$196.0K
46,846
-7%
增持
VZ
VERIZON COMMUNICATIONS
-$189.0K
25,986
+12%
减持
MCD
MCDONALDS CORP COM
-$186.0K
9,388
-1%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR
-$184.0K
33,587
-0%
增持
PM
PHILIP MORRIS INTL INC
-$181.0K
11,770
+0%
清仓
PTON
PELOTON INTERACTIVE INC CL A COM
-$167.0K
0
-100%
减持
MMM
3M CO COM
-$158.0K
4,850
-10%
增持
AMZN
AMAZON.COM INC
+$143.0K
15,630
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$136.0K
16,957
+0%
减持
COST
COSTCO WHOLESALE CORP
-$132.0K
6,148
-3%
增持
COWZ
PACER US CASH COWS 100 ETF
-$131.0K
77,759
+1%
减持
UNH
UNITEDHEALTH GROUP
-$128.0K
14,760
-0%
减持
EQNR
EQUINOR ASA SPONSORED ADR
-$105.0K
11,350
-18%
增持
—
ABERDEEN ASIA PACIFIC INCOME FUND INC
-$101.0K
317,274
+3%
减持
—
MEDTRONIC PLC SHS
-$100.0K
9,138
-2%
减持
ABBV
ABBVIE INC COM
-$100.0K
3,428
-6%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
-$97.0K
188,407
-0%
增持
ABNB
AIRBNB INC COM CL A
+$95.0K
5,137
+3%
减持
IVV
ISHARES S&P 500 INDEX
-$93.0K
1,098
-14%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
-$89.0K
8,495
+1%
增持
INTC
INTEL CORP COM
-$88.0K
8,252
+3%
减持
SNBRQ
SELECT COMFORT CORP
+$86.0K
55,592
-4%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
-$86.0K
214,955
+10%
增持
CVS
CVS HEALTH CORP COM
+$70.0K
18,312
+1%
减持
TGT
TARGET CORP COM
+$70.0K
11,510
-1%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$61.0K
8,556
-1%
增持
BA
BOEING CO COM
-$60.0K
3,949
+0%
增持
WFC
WELLS FARGO CO NEW COM
+$55.0K
47,420
+0%
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$53.0K
17,558
+6%
增持
COP
CONOCOPHILLIPS COM
+$48.0K
3,790
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
-$46.0K
11,873
+5%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
-$44.0K
10,028
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$44.0K
1,661
+23%
减持
MA
MASTERCARD INC
-$43.0K
1,158
-2%
增持
UNP
UNION PAC CORP COM
-$38.0K
2,254
+1%
减持
CSCO
CISCO SYS INC
-$37.0K
7,365
-5%
增持
TSLA
TESLA MOTORS INC
+$33.0K
913
+195%
建仓
—
BRIGHT HEALTH GROUP INC COM
+$26.0K
24,501
减持
HD
HOME DEPOT
-$22.0K
4,203
-2%
减持
DIS
DISNEY WALT CO COM
-$21.0K
14,754
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$20.0K
982
-5%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FUND
-$18.0K
55,281
+9%
增持
XFRAX
BLACKROCK FLOATING RATE INCOME STRATEGIES FD INC
-$17.0K
49,433
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$16.0K
12,505
-4%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-$13.0K
61,686
+13%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$10.0K
2,133
+4%
增持
KKR
KKR & CO LP
+$10.0K
11,132
+10%
减持
BP
BP PLC SPONSORED ADR
-$9.0K
11,801
-3%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$5.0K
49,007
+12%
增持
F
FORD MOTOR COMPANY
+$4.0K
11,561
+3%
增持
SPY
SPDR S&P 500 ETF
-$4.0K
969
+5%
减持
—
EXXON MOBIL CORP COM
+$3.0K
5,185
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
-$1.0K
1,500
+200%
