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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 105 项
建仓 5
增持 67
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.8M
160,522
-0%
减持
QQQ
INVESCO QQQ TR
-$3.7M
566
-95%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
118,981
-0%
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
GOOGL
ALPHABET INC
+$986.0K
93,683
-1%
增持
SPAB
SPDR SER TR
+$791.1K
96,201
+57%
增持
—
KAROOOOO LTD
-$604.6K
173,349
+0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$436.8K
8,156
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$419.1K
123,144
+1%
增持
MSFT
MICROSOFT CORP
-$380.5K
15,773
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$365.8K
14,907
+0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
-$353.5K
780,707
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$329.3K
221,609
-2%
增持
DGRO
ISHARES TR
-$325.3K
275,767
+2%
清仓
KMI
KINDER MORGAN INC DEL
-$302.3K
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
-$297.7K
0
-100%
增持
MCD
MCDONALDS CORP
-$296.8K
9,344
+1%
减持
GOOG
ALPHABET INC
+$296.4K
30,129
-1%
建仓
BATRA
ATLANTA BRAVES HLDGS INC
+$284.2K
7,275
增持
LAND
GLADSTONE LD CORP
-$280.4K
172,665
+3%
增持
DVY
ISHARES TR
-$276.4K
88,199
+2%
减持
TGT
TARGET CORP
-$274.6K
12,713
-0%
建仓
ARM
ARM HOLDINGS PLC
+$261.9K
4,894
清仓
COHR
COHERENT CORP
-$249.8K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$228.4K
75,533
-1%
建仓
BKNG
BOOKING HOLDINGS INC
+$215.9K
70
减持
DFAX
DIMENSIONAL ETF TRUST
-$211.0K
61,879
-10%
清仓
PEP
PEPSICO INC
-$208.2K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$203.9K
0
-100%
减持
SBUX
STARBUCKS CORP
-$203.2K
25,936
-0%
建仓
PTON
PELOTON INTERACTIVE INC
+$202.4K
40,075
减持
XLP
SELECT SECTOR SPDR TR
-$188.1K
33,296
-0%
增持
AVUS
AMERICAN CENTY ETF TR
+$159.8K
16,928
+18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$158.5K
56,063
-5%
增持
COWZ
PACER FDS TR
+$152.9K
84,839
+1%
减持
PG
PROCTER AND GAMBLE CO
-$146.6K
11,832
-4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$143.6K
19,562
+26%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$143.6K
42,591
+28%
增持
DIS
DISNEY WALT CO
+$136.8K
17,888
+22%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$129.7K
203,465
+3%
减持
NVDA
NVIDIA CORPORATION
-$119.6K
1,353
-19%
增持
DFAI
DIMENSIONAL ETF TRUST
-$115.5K
294,195
+3%
增持
MMM
3M CO
+$115.4K
5,438
+38%
减持
GIS
GENERAL MLS INC
-$115.4K
8,957
-0%
增持
JNJ
JOHNSON & JOHNSON
-$108.3K
14,003
+1%
增持
NVO
NOVO-NORDISK A S
+$103.1K
10,363
+100%
增持
DISV
DIMENSIONAL ETF TRUST
+$103.1K
28,835
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
-$102.9K
28,808
+3%
减持
WFC
WELLS FARGO CO NEW
-$99.9K
47,851
-1%
增持
SNBRQ
SLEEP NUMBER CORP
-$99.8K
57,117
+4%
增持
KDP
KEURIG DR PEPPER INC
+$97.1K
11,000
+38%
增持
VYMI
VANGUARD WHITEHALL FDS
+$95.6K
51,997
+5%
增持
—
MEDTRONIC PLC
-$89.4K
9,555
+0%
增持
SHY
ISHARES TR
+$89.1K
6,295
+21%
增持
AVUV
AMERICAN CENTY ETF TR
+$88.6K
24,717
+4%
减持
—
ABRDN ASIA PACIFIC INCOME FU
-$86.7K
312,666
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$77.2K
16,652
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$76.8K
56,745
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$73.7K
98,786
+2%
增持
FDX
FEDEX CORP
+$70.6K
3,804
+1%
增持
BA
BOEING CO
-$69.8K
3,964
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$68.2K
15,113
+28%
增持
—
EXXON MOBIL CORP
+$64.0K
5,465
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
-$63.9K
385,649
+3%
增持
KKR
KKR & CO INC
+$61.4K
10,939
+0%
减持
IVV
ISHARES TR
-$60.8K
996
-9%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$59.4K
61,174
+5%
增持
PM
PHILIP MORRIS INTL INC
-$57.8K
11,565
+0%
增持
IEUR
ISHARES TR
+$54.4K
23,113
+11%
减持
TSLA
TESLA INC
-$53.7K
1,389
-9%
增持
V
VISA INC
-$50.2K
7,959
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$48.8K
2,499
+1%
增持
IEMG
ISHARES INC
+$48.6K
18,687
+10%
增持
VNQ
VANGUARD INDEX FDS
+$48.6K
8,163
+20%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$48.4K
43,055
+12%
增持
AVEM
AMERICAN CENTY ETF TR
+$45.9K
78,014
+3%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$44.8K
195,132
+22%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$43.0K
3,881
+3%
减持
COP
CONOCOPHILLIPS
+$41.3K
3,628
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$36.8K
670
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$32.3K
1,341
-2%
增持
HD
HOME DEPOT INC
-$29.8K
4,429
+1%
减持
KO
COCA COLA CO
-$27.3K
6,299
-0%
减持
FAST
FASTENAL CO
-$25.9K
4,728
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$23.6K
6,836
+10%
增持
ITOT
ISHARES TR
-$22.9K
6,326
+0%
增持
INTC
INTEL CORP
+$22.1K
8,402
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
-$20.7K
80,086
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$18.1K
15,687
+3%
增持
DFSI
DIMENSIONAL ETF TRUST
-$17.9K
14,575
+2%
增持
STZ
CONSTELLATION BRANDS INC
+$13.0K
2,268
+0%
增持
MA
MASTERCARD INCORPORATED
+$11.6K
1,428
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
-$10.7K
19,767
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$10.3K
7,386
+5%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$9.8K
32,400
+10%
增持
AMZN
AMAZON COM INC
-$8.2K
17,984
+2%
减持
ABNB
AIRBNB INC
+$7.1K
4,677
-6%
增持
JPM
JPMORGAN CHASE & CO
-$4.8K
18,062
+0%
减持
CVS
CVS HEALTH CORP
+$4.7K
18,992
-1%
增持
WMT
WALMART INC
+$4.1K
1,327
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.9K
21,070
+5%
增持
DFSE
DIMENSIONAL ETF TRUST
-$2.6K
7,390
+2%
增持
UNP
UNION PAC CORP
+$2.1K
2,210
+1%
减持
VEEV
VEEVA SYS INC
+$2.0K
1,219
-2%
增持
LOCL
LOCAL BOUNTI CORP
-$2.0K
27,588
+8%
减持
AVDV
AMERICAN CENTY ETF TR
+$465
56,383
-0%
