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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 128 项
建仓 10
增持 66
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.2M
117,666
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.3M
11,365
+748%
建仓
AVES
AMERICAN CENTY ETF TR
+$4.4M
92,389
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
AAPL
APPLE INC
-$4.3M
154,523
-3%
减持
AVEM
AMERICAN CENTY ETF TR
-$3.6M
14,234
-82%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.2M
476,322
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.8M
51,910
+126%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
368,110
+13%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.7M
55,980
-38%
增持
DGRO
ISHARES TR
+$1.6M
285,668
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.1M
772,517
+1%
增持
DVY
ISHARES TR
+$1.0M
94,090
+4%
增持
SNBRQ
SLEEP NUMBER CORP
+$946.9K
167,678
+43%
增持
DFAC
DIMENSIONAL ETF TRUST
+$711.8K
238,488
+1%
增持
COWZ
PACER FDS TR
+$670.3K
86,254
+3%
增持
JPM
JPMORGAN CHASE & CO
+$662.8K
18,648
+3%
减持
BKNG
BOOKING HOLDINGS INC
-$643.7K
70
-72%
减持
META
META PLATFORMS INC
+$612.2K
6,913
-11%
增持
AVDV
AMERICAN CENTY ETF TR
+$602.1K
64,038
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$601.0K
13,106
-3%
增持
AVUS
AMERICAN CENTY ETF TR
+$590.7K
22,272
+29%
减持
MSFT
MICROSOFT CORP
+$586.5K
15,611
-2%
减持
DIS
DISNEY WALT CO
+$565.0K
18,040
-1%
减持
—
TELLURIAN INC NEW
-$562.1K
1,535,500
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$506.9K
126,744
+2%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$500.6K
208,999
+5%
增持
SPAB
SPDR SER TR
+$469.7K
116,918
+21%
增持
PM
PHILIP MORRIS INTL INC
+$455.5K
16,847
+46%
清仓
DFEM
DIMENSIONAL ETF TRUST
-$424.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$411.8K
5,722
-0%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$401.4K
17,378
+0%
减持
TGT
TARGET CORP
+$398.9K
12,361
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$397.9K
69,021
+25%
清仓
DOCU
DOCUSIGN INC
-$395.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$382.0K
3,706
+173%
建仓
VOO
VANGUARD INDEX FDS
+$339.5K
706
增持
DFIC
DIMENSIONAL ETF TRUST
+$331.9K
50,281
+27%
减持
NVDA
NVIDIA CORPORATION
+$324.2K
1,116
-19%
减持
WFC
WELLS FARGO CO NEW
+$323.9K
39,900
-1%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$316.7K
5,933
清仓
LMT
LOCKHEED MARTIN CORP
-$308.2K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$307.1K
50,964
+22%
增持
AVDE
AMERICAN CENTY ETF TR
+$295.0K
59,631
+3%
清仓
AVLV
AMERICAN CENTY ETF TR
-$282.6K
0
-100%
清仓
—
ETF MANAGERS TR
-$277.0K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$272.4K
56,215
+4%
减持
BA
BOEING CO
-$271.6K
3,974
-0%
减持
GOOGL
ALPHABET INC
+$270.1K
75,048
-5%
增持
ARM
ARM HOLDINGS PLC
+$268.7K
5,159
+3%
清仓
TSLA
TESLA INC
-$265.9K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$252.5K
10,098
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$236.0K
14,074
+34%
清仓
NKE
NIKE INC
-$232.1K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$220.9K
20,170
建仓
MO
ALTRIA GROUP INC
+$218.2K
5,002
建仓
ACWI
ISHARES TR
+$217.7K
1,977
建仓
HDV
ISHARES TR
+$214.4K
1,945
减持
LAND
GLADSTONE LD CORP
-$212.4K
167,520
-1%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$211.7K
6,095
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$208.2K
1,530
建仓
USB
US BANCORP DEL
+$204.6K
4,576
清仓
—
LINDE PLC
-$203.2K
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$202.1K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$188.9K
11,767
+0%
减持
WINA
WINMARK CORP
-$182.0K
2,600
-3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$178.4K
28,129
+19%
减持
KKR
KKR & CO INC
-$176.2K
6,416
-35%
增持
HD
HOME DEPOT INC
+$169.5K
4,389
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$153.6K
102,082
+2%
减持
MCD
MCDONALDS CORP
-$152.6K
9,286
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$143.7K
28,326
+2%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$141.7K
60,830
+18%
减持
XLP
SELECT SECTOR SPDR TR
+$141.3K
33,142
-0%
减持
FDX
FEDEX CORP
+$139.8K
3,820
-0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$137.9K
25,095
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$137.2K
17,757
+12%
增持
DFAX
DIMENSIONAL ETF TRUST
+$133.1K
62,746
+5%
减持
AZO
AUTOZONE INC
+$130.0K
257
-2%
增持
WY
WEYERHAEUSER CO MTN BE
+$123.5K
77,200
+1%
增持
SBUX
STARBUCKS CORP
-$117.4K
25,794
+0%
减持
ABBV
ABBVIE INC
-$108.0K
2,418
-32%
增持
DFSI
DIMENSIONAL ETF TRUST
+$105.0K
19,272
+13%
减持
V
VISA INC
+$104.6K
7,643
-2%
减持
BX
BLACKSTONE INC
-$100.5K
1,650
-32%
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$94.4K
8,940
+3%
增持
IEUR
ISHARES TR
+$93.7K
23,707
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$91.0K
51,451
+3%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$90.7K
45,689
+7%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$90.1K
4,486
+9%
增持
KDP
KEURIG DR PEPPER INC
+$81.6K
18,739
+27%
减持
AMZN
AMAZON COM INC
+$80.9K
17,330
-14%
减持
SHY
ISHARES TR
-$76.5K
4,573
-17%
增持
STZ
CONSTELLATION BRANDS INC
+$70.2K
2,258
+0%
减持
UNP
UNION PAC CORP
-$68.6K
2,090
-12%
增持
—
MEDTRONIC PLC
+$68.5K
9,896
+3%
减持
GOOG
ALPHABET INC
+$68.4K
29,829
-6%
增持
VNQ
VANGUARD INDEX FDS
+$68.1K
9,970
+11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$68.0K
4,896
-22%
增持
ITOT
ISHARES TR
+$64.6K
6,352
+0%
增持
CVS
CVS HEALTH CORP
+$63.9K
22,431
+3%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$61.1K
65,458
+6%
减持
ABNB
AIRBNB INC
+$61.1K
4,065
-9%
增持
IVV
ISHARES TR
+$56.4K
1,042
+1%
增持
EQNR
EQUINOR ASA
-$54.5K
11,855
+0%
增持
FAST
FASTENAL CO
+$52.0K
4,098
+0%
增持
MCK
MCKESSON CORP
+$51.9K
640
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$48.8K
2,845
+1%
增持
IEMG
ISHARES INC
+$45.7K
19,562
+3%
减持
ORCL
ORACLE CORP
+$45.1K
6,416
-11%
减持
MDLZ
MONDELEZ INTL INC
-$45.1K
4,253
-10%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$43.3K
218,015
+5%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$42.9K
86,792
+4%
增持
COP
CONOCOPHILLIPS
+$40.8K
3,631
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$40.8K
2,644
-2%
减持
MMM
3M CO
-$31.7K
3,957
-4%
减持
TAP
MOLSON COORS BEVERAGE CO
+$30.2K
6,426
-2%
增持
DFSE
DIMENSIONAL ETF TRUST
+$30.1K
9,005
+10%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$27.2K
291,965
+0%
增持
JNJ
JOHNSON & JOHNSON
+$21.3K
14,091
+0%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$19.0K
33,900
+5%
减持
BATRA
ATLANTA BRAVES HLDGS INC
-$18.9K
6,875
-4%
减持
BP
BP PLC
+$15.8K
10,817
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$15.1K
957
-4%
减持
QQQ
INVESCO QQQ TR
-$14.6K
514
-13%
增持
KO
COCA COLA CO
+$12.0K
5,300
+0%
增持
WMT
WALMART INC
-$9.2K
3,325
+151%
减持
MA
MASTERCARD INCORPORATED
-$8.1K
1,403
-12%
减持
AVIV
AMERICAN CENTY ETF TR
-$5.0K
4,410
-7%
