小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 99 项
建仓 20
增持 47
减持 27
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$5.4M
119,513
+1%
增持
—
MAXAR TECHNOLOGIES INC COM
+$2.8M
75,470
+25%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$2.6M
298,493
+38%
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。
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$2.6M
43,293
清仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$2.0M
0
-100%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$1.8M
265,636
+3%
减持
AAPL
APPLE INC
-$1.5M
151,083
-1%
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$1.4M
84,735
+3%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$1.3M
237,214
+10%
增持
VGK
VANGUARD EUROPEAN
+$1.2M
122,317
+1%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$1.2M
58,955
-28%
增持
PHYS
SPROTT PHYSICAL GOLD TRUST
+$1.0M
731,942
+1%
增持
META
META PLATFORMS INC CL A
+$1.0M
17,761
+117%
建仓
—
TELLURIAN INC NEW COM
+$840.0K
500,000
增持
GOOGL
ALPHABET INC CAP STK CL A
-$620.2K
93,280
+1%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$602.4K
68,096
+10%
减持
AMZN
AMAZON.COM INC
-$588.8K
14,014
-10%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$577.8K
52,951
+7%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$574.1K
52,831
+8%
建仓
CMCSA
COMCAST CORP NEW CL A
+$554.8K
15,864
增持
COWZ
PACER US CASH COWS 100 ETF
+$545.1K
80,759
+4%
增持
JPM
JPMORGAN CHASE & CO COM
+$538.7K
17,231
+2%
建仓
VNQ
VANGUARD REIT INDEX ETF
+$438.0K
5,310
增持
SNBRQ
SELECT COMFORT CORP
-$430.5K
55,792
+0%
减持
SBUX
STARBUCKS CORP
+$408.6K
27,746
-0%
建仓
DLY
DOUBLELINE YIELD OPPORTUNITIES COM
+$363.8K
27,725
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$348.4K
67,245
+1%
增持
ORCL
ORACLE CORPORATION
+$328.4K
7,015
+75%
减持
SGI
TEMPUR PEDIC INTL INC
+$325.7K
14,750
-48%
减持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$312.6K
157,025
-0%
减持
—
KAROOOOO LTD ORD SHS
-$310.0K
174,463
-5%
减持
IGR
CBRE GBL REAL ESTATE INC FD COM
-$309.5K
153,146
-26%
增持
MCD
MCDONALDS CORP COM
+$308.2K
9,389
+0%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
-$285.8K
194,252
+3%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR
+$271.4K
33,701
+0%
增持
PG
PROCTER AND GAMBLE CO COM
+$271.0K
9,884
+2%
减持
BA
BOEING CO COM
+$268.9K
3,920
-1%
建仓
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$268.0K
11,933
增持
IEUR
ISHARES CORE MSCI EUROPE ETF
+$258.3K
20,048
+14%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$256.0K
20,990
+6%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$248.1K
11,676
+33%
建仓
NKE
NIKE INC CLASS B
+$247.8K
2,118
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
+$245.8K
16,183
+36%
清仓
TSLA
TESLA MOTORS INC
-$242.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$235.7K
13,233
+3%
建仓
MCFT
MASTERCRAFT BOAT HLDGS INC COM
+$232.8K
9,000
建仓
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$232.3K
4,629
减持
UNH
UNITEDHEALTH GROUP
+$223.9K
14,484
-2%
清仓
PYPL
PAYPAL HLDGS INC COM
-$223.0K
0
-100%
减持
DSL
DOUBLELINE INCOME SOLUTIONS FUND
-$221.0K
33,908
-39%
建仓
LMT
LOCKHEED MARTIN CORP
+$219.9K
452
建仓
AVIV
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
+$216.8K
4,807
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$213.4K
7,021
建仓
IBM
INTL BUSINESS MACHINES
+$210.1K
1,491
建仓
UPS
UNITED PARCEL SERVICE INC
+$208.1K
1,197
建仓
DPZ
DOMINOS PIZZA INC
+$207.8K
600
建仓
MO
ALTRIA GROUP INC COM
+$205.8K
4,502
建仓
SHY
ISHARES 1-3 YR TREASURY BOND ETF
+$205.3K
2,530
减持
PM
PHILIP MORRIS INTL INC
+$204.1K
11,670
-1%
建仓
PEP
PEPSICO INC COM
+$203.1K
1,124
增持
ALSN
ALLISON TRANSMISSION HLDGS INC COM
+$203.0K
13,028
+30%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN
-$202.0K
0
-100%
建仓
—
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND
+$202.0K
4,585
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$196.0K
97,126
-1%
增持
WY
WEYERHAEUSER CO
+$183.6K
74,439
+0%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$179.7K
49,294
+5%
减持
HD
HOME DEPOT
+$165.0K
4,195
-0%
减持
DIS
DISNEY WALT CO COM
-$147.2K
14,326
-3%
增持
—
EXXON MOBIL CORP COM
+$143.2K
5,405
+4%
清仓
F
FORD MOTOR COMPANY
-$129.0K
0
-100%
增持
XFRAX
BLACKROCK FLOATING RATE INCOME STRATEGIES FD INC
+$123.3K
59,260
+20%
增持
MA
MASTERCARD INC
+$108.4K
1,258
+9%
减持
ABNB
AIRBNB INC COM CL A
-$107.2K
5,062
-1%
减持
COST
COSTCO WHOLESALE CORP
-$102.9K
6,136
-0%
减持
FDX
FEDEX CORP
-$79.7K
2,992
-26%
增持
IVV
ISHARES S&P 500 INDEX
+$68.7K
1,204
+10%
增持
LAND
GLADSTONE LD CORP COM
+$65.3K
159,692
+1%
建仓
—
LOCAL BOUNTI CORP COMMON STOCK
+$65.3K
47,000
增持
COP
CONOCOPHILLIPS COM
+$59.6K
3,793
+0%
增持
MMM
3M CO COM
+$51.8K
4,902
+1%
增持
PRU
PRUDENTIAL FINL INC COM
+$49.8K
3,467
+1%
增持
GLD
SPDR GOLD ETF
+$49.6K
3,329
+0%
减持
WFC
WELLS FARGO CO NEW COM
+$44.2K
47,255
-0%
减持
—
MEDTRONIC PLC SHS
-$41.1K
8,966
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$39.9K
1,768
+6%
增持
CVS
CVS HEALTH CORP COM
-$35.9K
18,350
+0%
增持
NIM
NUVEEN SELECT MAT MUN FD SH BEN INT
+$35.4K
29,400
+13%
减持
GIS
GENERAL MLS INC COM
-$34.0K
10,268
-12%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$33.3K
10,705
-14%
减持
KKR
KKR & CO LP
+$28.6K
10,934
-2%
增持
TGT
TARGET CORP COM
+$27.1K
11,639
+1%
减持
—
ABERDEEN ASIA PACIFIC INCOME FUND INC
+$24.5K
313,492
-1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$22.7K
6,009
+5%
减持
VZ
VERIZON COMMUNICATIONS
-$19.9K
24,546
-6%
增持
PANW
PALO ALTO NETWORKS INC COM
-$12.3K
1,675
+12%
减持
MSFT
MICROSOFT
+$6.2K
12,127
-3%
增持
INTC
INTEL CORP COM
+$5.2K
8,256
+0%
减持
KMI
KINDER MORGAN INC
+$4.5K
18,780
-7%
增持
FFLG
FIDELITY GROWTH OPPORTUNITIES ETF
+$759
10,715
+1%
