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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 118 项
建仓 11
增持 65
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.5M
161,235
-1%
清仓
—
INVESTMENT MANAGERS SER TR I
-$4.0M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$3.9M
10,596
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
119,119
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.1M
374,768
+13%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.0M
225,984
+39%
增持
GOOGL
ALPHABET INC
+$1.5M
94,180
+0%
增持
SPAB
SPDR SER TR
+$1.2M
61,114
+294%
增持
—
TELLURIAN INC NEW
+$892.1K
1,508,500
+50%
增持
DFAI
DIMENSIONAL ETF TRUST
+$874.9K
285,393
+11%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$852.0K
34,960
减持
MSFT
MICROSOFT CORP
+$759.1K
15,742
-1%
减持
META
META PLATFORMS INC
+$594.2K
7,983
-0%
减持
NVO
NOVO-NORDISK A S
-$528.5K
5,186
-40%
增持
GOOG
ALPHABET INC
+$518.7K
30,389
+0%
增持
DGRO
ISHARES TR
+$490.3K
271,376
+1%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$488.1K
20,109
增持
DFAX
DIMENSIONAL ETF TRUST
+$465.1K
68,835
+39%
增持
DFAT
DIMENSIONAL ETF TRUST
+$456.5K
79,324
+10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$426.9K
15,483
+200%
增持
JPM
JPMORGAN CHASE & CO
+$383.2K
18,043
+5%
增持
TGT
TARGET CORP
-$352.3K
12,716
+4%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$346.3K
197,477
+1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
-$327.5K
773,007
+1%
增持
COST
COSTCO WHSL CORP NEW
+$324.5K
6,265
+2%
减持
SBUX
STARBUCKS CORP
-$319.8K
25,947
-7%
减持
AMZN
AMAZON COM INC
+$298.1K
17,600
-9%
增持
NVDA
NVIDIA CORPORATION
+$294.6K
1,674
+12%
增持
WY
WEYERHAEUSER CO MTN BE
+$288.3K
75,926
+1%
建仓
FAST
FASTENAL CO
+$284.2K
4,818
增持
AVEM
AMERICAN CENTY ETF TR
+$275.2K
75,683
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$269.1K
59,269
+10%
增持
WFC
WELLS FARGO CO NEW
+$265.6K
48,151
+1%
清仓
—
LOCAL BOUNTI CORP
-$265.1K
0
-100%
增持
DVY
ISHARES TR
-$254.0K
86,232
+1%
建仓
KDP
KEURIG DR PEPPER INC
+$250.2K
8,000
建仓
COHR
COHERENT CORP
+$249.8K
4,900
建仓
VEEV
VEEVA SYS INC
+$246.0K
1,244
增持
FDX
FEDEX CORP
+$239.8K
3,781
+24%
清仓
UPS
UNITED PARCEL SERVICE INC
-$236.6K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$226.9K
23,683
+9%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$222.8K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$222.0K
24,635
+63%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$219.8K
7,220
清仓
PYPL
PAYPAL HLDGS INC
-$212.0K
0
-100%
增持
COWZ
PACER FDS TR
+$209.5K
84,409
+3%
清仓
MSGS
MADISON SQUARE GRDN SPRT COR
-$208.5K
0
-100%
建仓
WMT
WALMART INC
+$208.2K
1,324
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$208.0K
0
-100%
增持
ORCL
ORACLE CORP
+$207.5K
7,216
+3%
建仓
DPZ
DOMINOS PIZZA INC
+$202.2K
600
增持
VYMI
VANGUARD WHITEHALL FDS
+$196.8K
49,406
+5%
增持
AVUS
AMERICAN CENTY ETF TR
+$195.8K
14,369
+15%
减持
GIS
GENERAL MLS INC
-$190.7K
8,977
-13%
减持
HON
HONEYWELL INTL INC
+$186.3K
12,539
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$184.3K
19,477
+38%
增持
V
VISA INC
+$183.8K
7,920
+5%
增持
DFSI
DIMENSIONAL ETF TRUST
+$183.0K
14,330
+70%
增持
JNJ
JOHNSON & JOHNSON
+$170.2K
13,831
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$158.7K
14,876
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$150.7K
122,412
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$147.5K
2,484
+2%
增持
DIS
DISNEY WALT CO
-$142.9K
14,707
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.3K
15,192
+29%
增持
HD
HOME DEPOT INC
+$133.0K
4,404
+5%
减持
MCD
MCDONALDS CORP
+$110.1K
9,244
-2%
增持
—
MEDTRONIC PLC
+$109.5K
9,513
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$96.5K
56,659
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$96.1K
675
+49%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$87.4K
83,742
+24%
减持
ABBV
ABBVIE INC
-$86.3K
3,438
-0%
增持
PG
PROCTER AND GAMBLE CO
+$84.3K
12,340
+3%
增持
CVS
CVS HEALTH CORP
-$81.1K
19,114
+1%
减持
MOO
VANECK ETF TRUST
-$75.6K
12,189
-1%
增持
STZ
CONSTELLATION BRANDS INC
+$75.2K
2,263
+6%
减持
MMM
3M CO
-$72.2K
3,934
-11%
建仓
LOCL
LOCAL BOUNTI CORP
+$69.6K
25,584
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$67.0K
58,361
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$66.6K
97,029
+1%
减持
BP
BP PLC
-$56.9K
11,726
-5%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$56.7K
38,307
+9%
增持
AMT
AMERICAN TOWER CORP NEW
+$49.2K
2,830
+16%
增持
LAND
GLADSTONE LD CORP
+$48.6K
168,249
+4%
增持
ITOT
ISHARES TR
+$47.5K
6,324
+0%
增持
VNQ
VANGUARD INDEX FDS
+$45.4K
6,810
+8%
减持
SHY
ISHARES TR
-$44.5K
5,188
-8%
减持
—
LIBERTY MEDIA CORP DEL
+$39.2K
7,275
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$38.6K
33,426
-1%
增持
KKR
KKR & CO INC
+$38.2K
10,937
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$38.0K
1,366
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$29.6K
1,198
-4%
减持
KO
COCA COLA CO
-$29.3K
6,308
-4%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$28.1K
33,294
+2%
减持
KMI
KINDER MORGAN INC DEL
-$26.6K
17,555
-7%
减持
TSLA
TESLA INC
-$26.1K
1,533
-26%
增持
EQNR
EQUINOR ASA
+$23.5K
11,850
+4%
增持
FFLG
FIDELITY COVINGTON TRUST
+$23.0K
10,745
+0%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$19.8K
159,339
-1%
增持
ABNB
AIRBNB INC
+$19.2K
4,952
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$17.6K
27,872
+3%
增持
COP
CONOCOPHILLIPS
+$16.9K
3,796
+0%
减持
PRU
PRUDENTIAL FINL INC
+$16.6K
3,440
-1%
减持
—
EXXON MOBIL CORP
-$14.8K
5,395
-0%
减持
—
ETF MANAGERS TR
+$11.5K
4,585
-1%
减持
AVDE
AMERICAN CENTY ETF TR
-$10.9K
53,677
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$10.4K
6,566
-23%
增持
NKE
NIKE INC
+$9.2K
2,460
+15%
增持
IEMG
ISHARES INC
+$8.8K
17,057
+0%
减持
IEUR
ISHARES TR
-$7.3K
20,775
-1%
减持
—
ABRDN ASIA PACIFIC INCOME FU
+$7.0K
315,820
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$6.8K
11,813
+1%
增持
INTC
INTEL CORP
+$6.4K
8,270
+0%
减持
UNP
UNION PAC CORP
-$5.7K
2,189
-3%
清仓
—
BRIGHT HEALTH GROUP INC
-$5.4K
0
-100%
清仓
—
BOXED INC
-$3.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$2.7K
1,255
-7%
减持
IVV
ISHARES TR
-$2.3K
1,096
-8%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$2.0K
3,780
+0%
