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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 112 项
建仓 10
增持 50
减持 49
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$10.9M
1,362
-94%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.1M
117,456
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.1M
526,639
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。
+11%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$2.6M
815,943
+5%
减持
AAPL
APPLE INC
+$2.5M
148,157
-3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.3M
48,716
+559%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.1M
74,926
+31%
增持
—
KAROOOOO LTD
+$1.8M
175,361
+0%
增持
DGRO
ISHARES TR
+$1.7M
298,478
+1%
增持
DVY
ISHARES TR
+$1.7M
99,620
+3%
增持
AVES
AMERICAN CENTY ETF TR
+$1.7M
122,648
+27%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7M
70,282
+116%
减持
GOOGL
ALPHABET INC
-$1.3M
73,305
-1%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
24,690
+46%
减持
SPAB
SPDR SER TR
-$951.5K
82,503
-33%
减持
SNBRQ
SLEEP NUMBER CORP
+$886.2K
135,967
-19%
建仓
FAX
ABRDN ASIA PACIFIC INCOME FU
+$839.8K
48,266
减持
UNH
UNITEDHEALTH GROUP INC
+$815.1K
12,695
-2%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$777.8K
0
-100%
建仓
AVIG
AMERICAN CENTY ETF TR
+$735.8K
17,309
增持
BKNG
BOOKING HOLDINGS INC
+$691.5K
230
+229%
建仓
SEZL
SEZZLE INC
+$682.4K
4,000
减持
AVUS
AMERICAN CENTY ETF TR
-$680.8K
53,441
-16%
减持
DFAX
DIMENSIONAL ETF TRUST
-$650.4K
30,853
-47%
建仓
CELH
CELSIUS HLDGS INC
+$609.9K
19,448
减持
AVDE
AMERICAN CENTY ETF TR
-$585.6K
44,325
-22%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$543.5K
130,627
-0%
减持
—
TELLURIAN INC NEW
-$541.0K
824,750
-57%
增持
AVDV
AMERICAN CENTY ETF TR
+$512.9K
69,553
+3%
增持
META
META PLATFORMS INC
+$501.1K
7,006
+1%
减持
SBUX
STARBUCKS CORP
+$482.6K
25,404
-1%
增持
WY
WEYERHAEUSER CO MTN BE
+$446.9K
78,507
+1%
减持
MCD
MCDONALDS CORP
+$414.8K
9,037
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$410.7K
123,153
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$403.6K
105,192
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$403.3K
62,010
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$382.0K
60,578
+18%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$375.7K
238,026
+1%
增持
COWZ
PACER FDS TR
+$352.0K
89,542
+1%
减持
MSFT
MICROSOFT CORP
-$332.6K
15,440
-1%
增持
GOOG
ALPHABET INC
-$330.9K
30,777
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$324.4K
57,041
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$322.1K
60,124
+15%
减持
NVO
NOVO-NORDISK A S
-$317.6K
9,461
-6%
减持
DFAI
DIMENSIONAL ETF TRUST
+$316.0K
358,932
-4%
建仓
HACK
AMPLIFY ETF TR
+$313.1K
4,585
增持
DFEV
DIMENSIONAL ETF TRUST
+$260.3K
76,382
+10%
清仓
INTC
INTEL CORP
-$243.4K
0
-100%
建仓
—
THOMSON REUTERS CORP.
+$232.7K
1,363
清仓
QCOM
QUALCOMM INC
-$229.8K
0
-100%
建仓
AVSU
AMERICAN CENTY ETF TR
+$226.7K
3,472
建仓
SVIX
VS TRUST
+$221.0K
8,165
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$216.5K
17,920
+1%
建仓
LMT
LOCKHEED MARTIN CORP
+$216.3K
370
减持
JNJ
JOHNSON & JOHNSON
+$214.9K
13,816
-0%
减持
HD
HOME DEPOT INC
+$214.3K
4,252
-3%
增持
DFSU
DIMENSIONAL ETF TRUST
+$209.5K
28,399
+17%
减持
XLP
SELECT SECTOR SPDR TR
+$180.0K
32,849
-1%
增持
—
MEDTRONIC PLC
+$176.9K
10,677
+7%
增持
VNQ
VANGUARD INDEX FDS
+$169.2K
11,186
+2%
增持
DFSI
DIMENSIONAL ETF TRUST
+$164.0K
21,694
+17%
增持
KKR
KKR & CO INC
+$162.6K
6,417
+0%
减持
VTI
VANGUARD INDEX FDS
-$157.4K
2,268
-24%
增持
AMZN
AMAZON COM INC
+$139.0K
18,676
+8%
减持
BA
BOEING CO
-$131.9K
3,890
-2%
建仓
LOCL
LOCAL BOUNTI CORP
+$122.1K
48,825
减持
ARM
ARM HOLDINGS PLC
-$120.4K
5,074
-2%
增持
IEUR
ISHARES TR
+$102.6K
24,224
+0%
增持
V
VISA INC
+$101.0K
7,671
+0%
增持
NVDA
NVIDIA CORPORATION
+$100.5K
15,889
+7%
增持
FDX
FEDEX CORP
-$99.9K
3,821
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$97.4K
18,496
-2%
减持
HON
HONEYWELL INTL INC
-$93.8K
12,171
-0%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$92.5K
212,207
-1%
增持
WMT
WALMART INC
+$89.9K
3,915
+17%
增持
IEMG
ISHARES INC
+$86.4K
20,395
+1%
减持
TGT
TARGET CORP
+$86.1K
12,280
-1%
增持
IVV
ISHARES TR
+$84.6K
1,304
+7%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$84.4K
5,338
-0%
增持
MA
MASTERCARD INCORPORATED
+$83.7K
1,423
+1%
减持
BP
BP PLC
-$82.3K
9,817
-9%
减持
PG
PROCTER AND GAMBLE CO
+$80.4K
11,449
-1%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$78.3K
78,942
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$74.1K
17,639
+2%
增持
DIS
DISNEY WALT CO
+$63.2K
19,139
+7%
增持
CVX
CHEVRON CORP NEW
+$57.4K
4,363
+17%
减持
MOO
VANECK ETF TRUST
+$56.6K
11,182
-0%
减持
EQNR
EQUINOR ASA
-$51.0K
11,360
-4%
增持
AVEM
AMERICAN CENTY ETF TR
+$50.8K
13,593
+0%
增持
DFSE
DIMENSIONAL ETF TRUST
+$48.9K
9,526
+10%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$45.4K
73,392
+3%
减持
SHY
ISHARES TR
-$44.4K
3,638
-14%
减持
COP
CONOCOPHILLIPS
-$43.4K
3,208
-4%
增持
AVLV
AMERICAN CENTY ETF TR
+$43.3K
5,480
+8%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$41.4K
49,605
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$38.9K
47,605
+1%
减持
UNP
UNION PAC CORP
+$33.1K
2,053
-2%
减持
KO
COCA COLA CO
+$32.7K
5,150
-3%
减持
ITOT
ISHARES TR
+$32.0K
6,267
-1%
减持
TSCO
TRACTOR SUPPLY CO
+$23.5K
1,198
-0%
减持
—
EXXON MOBIL CORP
-$20.1K
4,979
-5%
减持
COST
COSTCO WHSL CORP NEW
+$17.2K
5,416
-4%
减持
LAND
GLADSTONE LD CORP
+$16.9K
164,009
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$12.6K
2,637
+1%
减持
VOO
VANGUARD INDEX FDS
+$10.5K
401
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.6K
4,847
-6%
增持
LLY
ELI LILLY & CO
+$6.7K
237
+5%
减持
BND
VANGUARD BD INDEX FDS
+$5.6K
6,026
-3%
减持
AVIV
AMERICAN CENTY ETF TR
+$3.5K
6,214
-6%
减持
FFLG
FIDELITY COVINGTON TRUST
+$2.7K
10,477
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$136
26,408
-8%
减持
CVS
CVS HEALTH CORP
+$70
20,559
-6%
