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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 3
增持 60
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$5.7M
21,374
+88%
减持
AAPL
APPLE INC
+$5.6M
152,227
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.8M
118,244
-50%
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
AVUS
AMERICAN CENTY ETF TR
+$3.8M
63,929
+187%
减持
GOOGL
ALPHABET INC
+$2.2M
74,113
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
117,993
+0%
增持
GOOG
ALPHABET INC
+$934.8K
29,858
+0%
增持
NVDA
NVIDIA CORPORATION
+$820.4K
14,805
+1227%
增持
—
KAROOOOO LTD
+$793.6K
175,349
+1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$696.1K
778,552
+1%
清仓
ABNB
AIRBNB INC
-$670.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$592.5K
5,629
-2%
清仓
KDP
KEURIG DR PEPPER INC
-$574.7K
0
-100%
增持
WY
WEYERHAEUSER CO MTN BE
-$560.9K
77,891
+1%
减持
CVS
CVS HEALTH CORP
-$496.4K
21,887
-2%
减持
DIS
DISNEY WALT CO
-$429.6K
17,905
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$414.8K
475,315
-0%
增持
DGRO
ISHARES TR
+$414.3K
295,091
+3%
减持
MSFT
MICROSOFT CORP
+$408.5K
15,609
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$365.8K
105,800
+4%
减持
TGT
TARGET CORP
-$365.4K
12,356
-0%
减持
SBUX
STARBUCKS CORP
-$363.3K
25,614
-1%
增持
VTI
VANGUARD INDEX FDS
+$345.5K
2,989
+71%
增持
AVES
AMERICAN CENTY ETF TR
+$332.3K
96,628
+5%
增持
—
TELLURIAN INC NEW
+$323.7K
1,933,750
+26%
建仓
AVLV
AMERICAN CENTY ETF TR
+$317.4K
5,051
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$295.8K
214,085
+2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$281.9K
60,550
+8%
减持
MCD
MCDONALDS CORP
-$281.0K
9,171
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$266.3K
57,187
+10%
减持
AVDE
AMERICAN CENTY ETF TR
-$244.1K
57,127
-4%
建仓
QCOM
QUALCOMM INC
+$229.8K
1,153
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$220.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$219.2K
47,088
-8%
减持
AMZN
AMAZON COM INC
+$214.9K
17,288
-0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$209.1K
130,957
+3%
减持
JNJ
JOHNSON & JOHNSON
-$204.8K
13,849
-2%
清仓
USB
US BANCORP DEL
-$204.6K
0
-100%
建仓
LLY
ELI LILLY & CO
+$203.8K
225
增持
ARM
ARM HOLDINGS PLC
+$201.1K
5,174
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$198.2K
54,922
-2%
增持
COWZ
PACER FDS TR
-$186.1K
88,569
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$184.8K
67,781
+6%
减持
HD
HOME DEPOT INC
-$175.2K
4,382
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$174.2K
32,602
+16%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$173.8K
75,590
+24%
增持
PM
PHILIP MORRIS INTL INC
+$167.9K
16,890
+0%
增持
DVY
ISHARES TR
+$164.8K
97,163
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$161.3K
17,213
+22%
增持
META
META PLATFORMS INC
+$152.6K
6,960
+1%
增持
SPAB
SPDR SER TR
+$152.5K
123,880
+6%
增持
NVO
NOVO-NORDISK A S
+$147.5K
10,117
+0%
减持
VOO
VANGUARD INDEX FDS
-$138.3K
402
-43%
减持
PANW
PALO ALTO NETWORKS INC
+$137.0K
2,620
-1%
增持
V
VISA INC
-$124.9K
7,651
+0%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$124.1K
16,947
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$123.8K
12,975
-1%
减持
MOO
VANECK ETF TRUST
-$122.4K
11,234
-7%
增持
DFEV
DIMENSIONAL ETF TRUST
+$121.8K
69,584
+1%
增持
IVV
ISHARES TR
+$119.8K
1,220
+17%
减持
DFAX
DIMENSIONAL ETF TRUST
-$112.5K
58,370
-7%
增持
WFC
WELLS FARGO CO NEW
+$112.3K
40,830
+2%
减持
INTC
INTEL CORP
-$108.1K
7,858
-1%
增持
AVIV
AMERICAN CENTY ETF TR
+$106.9K
6,586
+49%
减持
APO
APOLLO GLOBAL MGMT INC
-$89.7K
4,433
-19%
减持
ORCL
ORACLE CORP
+$87.8K
6,329
-1%
减持
COP
CONOCOPHILLIPS
-$81.0K
3,332
-8%
清仓
LOCL
LOCAL BOUNTI CORP
-$80.3K
0
-100%
增持
—
MEDTRONIC PLC
-$78.1K
9,965
+1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$77.7K
71,358
+9%
增持
IEMG
ISHARES INC
+$75.1K
20,260
+4%
增持
DFGP
DIMENSIONAL ETF TRUST
+$74.5K
7,393
+25%
增持
JPM
JPMORGAN CHASE & CO.
+$67.5K
18,801
+1%
增持
VNQ
VANGUARD INDEX FDS
+$58.3K
10,990
+10%
增持
AMT
AMERICAN TOWER CORP NEW
+$55.0K
3,175
+12%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$53.3K
49,530
+8%
增持
GIS
GENERAL MLS INC
-$42.1K
9,241
+3%
减持
—
ABRDN ASIA PACIFIC INCOME FU
-$39.7K
290,224
-1%
减持
DFSI
DIMENSIONAL ETF TRUST
-$37.7K
18,556
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
-$33.5K
373,806
+2%
减持
MDLZ
MONDELEZ INTL INC
-$32.5K
4,053
-5%
增持
BND
VANGUARD BD INDEX FDS
+$30.6K
6,204
+8%
减持
LAND
GLADSTONE LD CORP
+$28.1K
165,293
-1%
减持
SHY
ISHARES TR
-$27.0K
4,249
-7%
增持
WMT
WALMART INC
+$26.2K
3,341
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$24.8K
52,103
+4%
增持
ITOT
ISHARES TR
+$22.9K
6,359
+0%
增持
IUSG
ISHARES TR
+$21.2K
1,961
+0%
增持
EQNR
EQUINOR ASA
+$18.3K
11,860
+0%
减持
MMM
3M CO
-$17.4K
3,937
-1%
减持
DFSU
DIMENSIONAL ETF TRUST
-$17.1K
24,280
-3%
增持
CSCO
CISCO SYS INC
-$16.6K
7,113
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$15.8K
33,253
+0%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$15.2K
235,732
+8%
增持
TSCO
TRACTOR SUPPLY CO
+$11.3K
1,203
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$10.4K
5,163
+5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$8.7K
5,346
+19%
增持
ACWI
ISHARES TR
+$7.9K
2,007
+2%
增持
DISV
DIMENSIONAL ETF TRUST
-$7.3K
51,233
+1%
减持
PG
PROCTER AND GAMBLE CO
-$6.6K
11,536
-2%
减持
BATRA
ATLANTA BRAVES HLDGS INC
-$6.0K
6,825
-1%
减持
HDV
ISHARES TR
-$3.2K
1,943
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.7K
28,755
+2%
减持
AVEM
AMERICAN CENTY ETF TR
+$2.3K
13,543
-5%
增持
IEUR
ISHARES TR
+$1.9K
24,115
+2%
减持
DFSE
DIMENSIONAL ETF TRUST
-$1.4K
8,624
-4%
增持
CVX
CHEVRON CORP NEW
+$582
3,741
+1%
