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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 108 项
建仓 14
增持 63
减持 22
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.1M
162,403
+7%
建仓
—
INVESTMENT MANAGERS SER TR I
+$4.0M
100,000
清仓
—
MAXAR TECHNOLOGIES INC COM
-$3.9M
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。
增持
MSFT
MICROSOFT CORP
+$1.7M
15,962
+32%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.5M
767,192
+5%
增持
GOOGL
ALPHABET INC
+$1.5M
94,073
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.5M
331,900
+11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$982.2K
256,846
+8%
增持
AMZN
AMAZON COM INC
+$819.1K
19,327
+38%
增持
UNH
UNITEDHEALTH GROUP INC
-$687.4K
14,792
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$620.9K
121,446
-1%
建仓
ITOT
ISHARES TR
+$571.3K
6,309
清仓
GLD
SPDR GOLD ETF
-$564.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW CL A
-$554.8K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$548.2K
0
-100%
减持
SGI
TEMPUR SEALY INTL INC
-$498.4K
13,100
-11%
减持
META
META PLATFORMS INC
-$440.6K
8,006
-55%
建仓
TSLA
TESLA INC
+$427.4K
2,060
建仓
NVDA
NVIDIA CORPORATION
+$413.6K
1,489
减持
GOOG
ALPHABET INC
+$401.5K
30,360
-2%
建仓
SPAB
SPDR SER TR
+$400.4K
15,524
增持
—
TELLURIAN INC NEW
+$394.9K
1,004,000
+101%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$374.8K
14,079
增持
AVEM
AMERICAN CENTY ETF TR
+$362.0K
71,797
+5%
建仓
DISV
DIMENSIONAL ETF TRUST
+$360.6K
15,148
增持
VYMI
VANGUARD WHITEHALL FDS
+$346.7K
47,226
+9%
增持
DFAC
DIMENSIONAL ETF TRUST
+$330.7K
162,609
+4%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$309.1K
3,768
增持
CVS
CVS HEALTH CORP
-$307.6K
18,870
+3%
增持
TGT
TARGET CORP
+$292.8K
12,225
+5%
增持
PG
PROCTER AND GAMBLE CO
+$290.2K
12,026
+22%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$289.1K
194,926
+0%
增持
AVDE
AMERICAN CENTY ETF TR
+$281.9K
54,217
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$267.9K
72,434
+8%
增持
SHY
ISHARES TR
+$259.9K
5,662
+124%
增持
PANW
PALO ALTO NETWORKS INC
+$253.4K
2,439
+46%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$253.4K
8,432
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$252.7K
53,710
-9%
增持
LAND
GLADSTONE LD CORP
-$241.5K
161,491
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$234.0K
54,118
+2%
清仓
MCFT
MASTERCRAFT BOAT HLDGS INC COM
-$232.8K
0
-100%
减持
SNBRQ
SLEEP NUMBER CORP
+$227.4K
55,142
-1%
清仓
DG
DOLLAR GEN CORP NEW COM
-$227.3K
0
-100%
增持
V
VISA INC
+$223.6K
7,528
+6%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$219.2K
5,157
增持
JNJ
JOHNSON & JOHNSON
-$218.6K
13,671
+3%
增持
NVO
NOVO-NORDISK A S
+$218.1K
8,595
+1%
建仓
PYPL
PAYPAL HLDGS INC
+$212.0K
2,792
增持
DGRO
ISHARES TR
+$212.0K
269,929
+2%
清仓
NFG
NATIONAL FUEL GAS CO COM
-$211.4K
0
-100%
增持
DIS
DISNEY WALT CO
+$211.1K
14,540
+1%
清仓
IBM
INTL BUSINESS MACHINES
-$210.1K
0
-100%
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$208.5K
1,070
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$208.0K
2,093
清仓
DPZ
DOMINOS PIZZA INC
-$207.8K
0
-100%
增持
—
LOCAL BOUNTI CORP
+$199.8K
332,609
+608%
增持
SPY
SPDR S&P 500 ETF TR
+$197.2K
1,387
+43%
增持
DVY
ISHARES TR
-$194.8K
85,544
+1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$184.2K
16,052
+23%
减持
ABNB
AIRBNB INC
+$182.6K
4,947
-2%
增持
FDX
FEDEX CORP
+$179.3K
3,052
+2%
增持
MCD
MCDONALDS CORP
+$174.3K
9,471
+1%
增持
WFC
WELLS FARGO CO NEW
-$161.8K
47,872
+1%
增持
IEUR
ISHARES TR
+$148.5K
21,014
+5%
增持
SBUX
STARBUCKS CORP
+$137.7K
27,755
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$135.6K
119,126
-0%
减持
MMM
3M CO
-$121.8K
4,433
-10%
增持
COWZ
PACER FDS TR
+$96.1K
81,601
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$94.5K
96,053
-1%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$91.9K
32,572
+17%
增持
AVUS
AMERICAN CENTY ETF TR
+$90.5K
12,480
+7%
减持
HD
HOME DEPOT INC
-$90.0K
4,185
-0%
增持
BA
BOEING CO
+$87.9K
3,929
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.1K
27,107
+10%
增持
VNQ
VANGUARD INDEX FDS
+$85.7K
6,306
+19%
增持
IEMG
ISHARES INC
+$76.2K
17,051
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$74.7K
49,411
+0%
增持
MA
MASTERCARD INCORPORATED
+$74.3K
1,408
+12%
增持
COP
CONOCOPHILLIPS
-$71.1K
3,795
+0%
减持
JPM
JPMORGAN CHASE & CO
-$69.8K
17,197
-0%
增持
KKR
KKR & CO INC
+$66.8K
10,936
+0%
增持
BP
BP PLC
+$58.5K
12,407
+5%
减持
PM
PHILIP MORRIS INTL INC
-$56.9K
11,560
-1%
增持
INTC
INTEL CORP
+$52.0K
8,269
+0%
增持
WY
WEYERHAEUSER CO MTN BE
-$51.6K
74,875
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$47.3K
21,755
+4%
减持
—
KAROOOOO LTD
-$43.6K
173,334
-1%
增持
—
MEDTRONIC PLC
+$31.6K
9,037
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$30.8K
11,782
+10%
增持
UPS
UNITED PARCEL SERVICE INC
+$28.5K
1,219
+2%
减持
IVV
ISHARES TR
+$28.3K
1,194
-1%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$24.4K
160,658
+5%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$23.5K
35,136
+4%
减持
VTI
VANGUARD INDEX FDS
+$22.9K
1,767
-0%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$21.6K
55,181
-7%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$21.2K
317,919
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$20.5K
2,445
-0%
减持
CSCO
CISCO SYS INC
+$20.4K
7,103
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$19.2K
972
-1%
增持
—
ETF MANAGERS TR
+$18.5K
4,610
+1%
增持
GIS
GENERAL MLS INC
+$18.2K
10,288
+0%
建仓
—
LOCAL BOUNTI CORP
+$14.7K
166,667
增持
NKE
NIKE INC
+$14.5K
2,139
+1%
减持
DFEM
DIMENSIONAL ETF TRUST
+$9.2K
11,753
-2%
减持
BND
VANGUARD BD INDEX FDS
-$8.4K
5,733
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$5.3K
454
+0%
增持
ABBV
ABBVIE INC
-$4.5K
3,448
+1%
增持
TAP
MOLSON COORS BEVERAGE CO
+$1.9K
8,566
+0%
