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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 117 项
建仓 8
增持 62
减持 45
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.3M
160,055
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.7M
427,113
+11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
326,448
+11%
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
DGRO
ISHARES TR
+$1.3M
278,135
+1%
减持
GOOGL
ALPHABET INC
-$1.2M
79,153
-16%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
236,329
+7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
90,781
+13%
增持
DVY
ISHARES TR
+$1.1M
90,134
+2%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.0M
767,237
-2%
增持
MSFT
MICROSOFT CORP
+$1.0M
15,906
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$894.4K
124,505
+1%
增持
AMZN
AMAZON COM INC
+$759.0K
20,041
+11%
增持
BKNG
BOOKING HOLDINGS INC
+$681.8K
253
+261%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$579.4K
118,484
-0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$566.4K
55,312
+58%
增持
DFIC
DIMENSIONAL ETF TRUST
+$521.1K
39,683
+88%
增持
GOOG
ALPHABET INC
+$500.9K
31,741
+5%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$465.3K
8,640
减持
UNH
UNITEDHEALTH GROUP INC
-$431.0K
13,457
-10%
增持
CVS
CVS HEALTH CORP
+$399.2K
21,849
+15%
减持
TGT
TARGET CORP
+$396.0K
12,616
-1%
建仓
DOCU
DOCUSIGN INC
+$395.8K
6,657
增持
DISV
DIMENSIONAL ETF TRUST
+$392.9K
41,832
+45%
增持
VYMI
VANGUARD WHITEHALL FDS
+$377.1K
54,072
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$353.7K
57,857
+3%
减持
META
META PLATFORMS INC
+$348.0K
7,754
-3%
增持
AVDE
AMERICAN CENTY ETF TR
+$348.0K
58,016
+2%
增持
SNBRQ
SLEEP NUMBER CORP
+$336.5K
117,397
+106%
增持
WY
WEYERHAEUSER CO MTN BE
+$332.9K
76,178
+1%
建仓
BX
BLACKSTONE INC
+$317.3K
2,423
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$308.5K
49,865
-11%
增持
AVEM
AMERICAN CENTY ETF TR
+$298.9K
78,334
+0%
增持
BA
BOEING CO
+$278.7K
3,984
+1%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$251.5K
208,028
+7%
减持
HON
HONEYWELL INTL INC
+$246.4K
12,221
-3%
减持
COST
COSTCO WHSL CORP NEW
+$240.5K
5,727
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$237.0K
100,009
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$211.9K
23,623
+21%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$209.3K
1,467
增持
PANW
PALO ALTO NETWORKS INC
+$206.2K
2,686
+7%
建仓
—
LINDE PLC
+$203.2K
494
建仓
IUSG
ISHARES TR
+$203.2K
1,952
建仓
CVX
CHEVRON CORP NEW
+$202.6K
1,358
清仓
PTON
PELOTON INTERACTIVE INC
-$202.4K
0
-100%
建仓
—
THOMSON REUTERS CORP.
+$202.1K
1,382
减持
V
VISA INC
+$197.6K
7,791
-2%
增持
DIS
DISNEY WALT CO
+$192.6K
18,190
+2%
增持
DFSU
DIMENSIONAL ETF TRUST
+$177.2K
23,309
+18%
增持
VNQ
VANGUARD INDEX FDS
+$176.5K
8,987
+10%
减持
HD
HOME DEPOT INC
+$175.8K
4,369
-1%
增持
—
TELLURIAN INC NEW
-$172.2K
1,549,500
+3%
增持
AVUS
AMERICAN CENTY ETF TR
+$162.5K
17,200
+2%
减持
COWZ
PACER FDS TR
+$148.3K
83,514
-2%
减持
KKR
KKR & CO INC
+$147.7K
9,915
-9%
增持
KDP
KEURIG DR PEPPER INC
+$145.9K
14,800
+35%
增持
SPAB
SPDR SER TR
+$144.4K
96,956
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$141.4K
10,518
+29%
减持
AVUV
AMERICAN CENTY ETF TR
+$136.4K
22,974
-7%
增持
UNP
UNION PAC CORP
+$132.6K
2,371
+7%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$132.0K
199,851
-2%
增持
IEUR
ISHARES TR
+$130.0K
23,224
+0%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$126.3K
51,542
+20%
增持
DFSI
DIMENSIONAL ETF TRUST
+$125.5K
16,980
+17%
增持
MA
MASTERCARD INCORPORATED
+$118.4K
1,603
+12%
减持
—
EXXON MOBIL CORP
-$118.3K
5,244
-4%
减持
WINA
WINMARK CORP
-$118.3K
2,688
-19%
增持
ARM
ARM HOLDINGS PLC
+$114.8K
5,014
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$111.2K
27,716
-4%
减持
SBUX
STARBUCKS CORP
+$107.5K
25,776
-1%
减持
NVO
NOVO-NORDISK A S
+$101.7K
10,093
-3%
减持
INTC
INTEL CORP
+$101.2K
7,958
-5%
减持
XLP
SELECT SECTOR SPDR TR
+$98.4K
33,173
-0%
增持
NVDA
NVIDIA CORPORATION
+$95.8K
1,382
+2%
减持
TSLA
TESLA INC
-$81.7K
1,070
-23%
增持
BEN
FRANKLIN RESOURCES INC
+$80.3K
11,191
+9%
增持
IEMG
ISHARES INC
+$74.4K
19,053
+2%
增持
ITOT
ISHARES TR
+$72.0K
6,346
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$71.8K
16,991
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$70.1K
997
+3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$69.6K
59,916
-3%
增持
IVV
ISHARES TR
+$63.8K
1,029
+3%
减持
BP
BP PLC
-$62.3K
11,067
-6%
减持
SHY
ISHARES TR
-$59.2K
5,491
-13%
减持
MMM
3M CO
-$57.7K
4,129
-24%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$53.6K
4,109
+6%
增持
MDLZ
MONDELEZ INTL INC
+$47.6K
4,732
+11%
增持
—
MEDTRONIC PLC
+$45.2K
9,637
+1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$42.7K
8,217
+11%
增持
FDX
FEDEX CORP
-$40.8K
3,823
+0%
减持
KO
COCA COLA CO
-$40.3K
5,299
-16%
增持
QQQ
INVESCO QQQ TR
+$40.1K
593
+5%
减持
VTI
VANGUARD INDEX FDS
+$39.1K
1,747
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$38.8K
4,893
+6%
减持
MOO
VANECK ETF TRUST
-$36.4K
12,114
-1%
增持
ABBV
ABBVIE INC
+$35.8K
3,538
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$34.2K
680
+1%
减持
WFC
WELLS FARGO CO NEW
+$33.5K
40,404
-16%
减持
ABNB
AIRBNB INC
-$32.2K
4,477
-4%
增持
JNJ
JOHNSON & JOHNSON
+$26.8K
14,085
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$26.6K
2,248
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$25.6K
17,352
+4%
减持
—
ABRDN ASIA PACIFIC INCOME FU
+$24.3K
291,632
-7%
减持
FFLG
FIDELITY COVINGTON TRUST
+$22.9K
10,497
-2%
减持
BATRA
ATLANTA BRAVES HLDGS INC
+$22.7K
7,175
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$20.4K
15,807
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$18.1K
6,256
-8%
增持
COP
CONOCOPHILLIPS
-$13.3K
3,629
+0%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$12.6K
61,977
+1%
减持
AVIV
AMERICAN CENTY ETF TR
+$12.1K
4,730
-2%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$10.2K
42,876
+1%
减持
LAND
GLADSTONE LD CORP
-$9.9K
169,349
-2%
减持
PRU
PRUDENTIAL FINL INC
-$6.0K
3,090
-10%
减持
FAST
FASTENAL CO
+$5.8K
4,078
-14%
减持
PG
PROCTER AND GAMBLE CO
-$5.5K
11,739
-1%
清仓
—
LOCAL BOUNTI CORP
-$5.0K
0
-100%
减持
NKE
NIKE INC
-$3.2K
2,138
-13%
减持
DFIV
DIMENSIONAL ETF TRUST
+$311
7,021
-5%
