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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 136 项
建仓 10
增持 82
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.3M
38,853
+117%
减持
AAPL
APPLE INC
+$1.9M
145,313
-2%
减持
GOOGL
ALPHABET INC
+$1.6M
72,759
-1%
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。
建仓
APP
APPLOVIN CORP
+$1.3M
4,021
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
12,375
-3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.1M
544,628
+3%
建仓
PCAR
PACCAR INC
+$938.5K
9,022
减持
CVS
CVS HEALTH CORP
-$857.0K
9,708
-53%
增持
AMZN
AMAZON COM INC
+$809.4K
19,551
+5%
清仓
—
TELLURIAN INC NEW
-$798.4K
0
-100%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$746.1K
134,574
+3%
增持
GOOG
ALPHABET INC
+$719.8K
30,799
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$669.3K
12,921
-51%
建仓
IYZ
ISHARES TR
+$621.3K
23,157
增持
JPM
JPMORGAN CHASE & CO.
+$601.0K
18,777
+2%
增持
PM
PHILIP MORRIS INTL INC
+$595.3K
29,852
+21%
增持
AVES
AMERICAN CENTY ETF TR
-$584.4K
125,768
+3%
建仓
IHI
ISHARES TR
+$584.3K
10,014
减持
LAND
GLADSTONE LD CORP
-$582.7K
156,406
-5%
减持
—
MEDTRONIC PLC
-$569.7K
4,902
-54%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$566.4K
220,976
+4%
建仓
IHF
ISHARES TR
+$557.7K
11,621
增持
DFAI
DIMENSIONAL ETF TRUST
-$553.1K
371,705
+4%
建仓
COWG
PACER FDS TR
+$501.4K
15,650
减持
MSFT
MICROSOFT CORP
-$465.9K
14,657
-5%
减持
DIS
DISNEY WALT CO
-$457.8K
12,422
-35%
减持
SEZL
SEZZLE INC
-$452.1K
900
-78%
减持
WFC
WELLS FARGO CO NEW
+$438.1K
39,074
-4%
增持
WY
WEYERHAEUSER CO MTN BE
-$423.4K
79,393
+1%
增持
SNBRQ
SLEEP NUMBER CORP
-$396.0K
137,463
+1%
增持
VOO
VANGUARD INDEX FDS
+$378.4K
1,095
+173%
增持
V
VISA INC
+$366.7K
7,834
+2%
减持
AVDE
AMERICAN CENTY ETF TR
-$362.3K
42,509
-4%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$360.1K
250,261
+5%
减持
NVO
NOVO-NORDISK A S
-$359.1K
8,921
-6%
增持
AVUV
AMERICAN CENTY ETF TR
+$349.6K
78,097
+4%
增持
AVDV
AMERICAN CENTY ETF TR
-$316.1K
70,671
+2%
减持
MMM
3M CO
-$284.9K
1,962
-50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$271.4K
108,130
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$264.0K
838,809
+3%
建仓
TSLA
TESLA INC
+$261.3K
647
增持
GS
GOLDMAN SACHS GROUP INC
+$260.9K
1,283
+34%
减持
SBUX
STARBUCKS CORP
-$260.5K
24,286
-4%
减持
JNJ
JOHNSON & JOHNSON
-$256.3K
13,710
-1%
建仓
NOW
SERVICENOW INC
+$235.3K
222
清仓
SVIX
VS TRUST
-$221.0K
0
-100%
清仓
LLY
ELI LILLY & CO
-$210.5K
0
-100%
减持
META
META PLATFORMS INC
-$207.6K
6,495
-7%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$204.3K
16,957
+0%
增持
TGT
TARGET CORP
-$199.8K
12,702
+3%
增持
COWZ
PACER FDS TR
+$199.3K
95,210
+6%
减持
IEUR
ISHARES TR
-$188.0K
23,860
-2%
减持
NVDA
NVIDIA CORPORATION
+$185.5K
15,750
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$184.2K
5,963
+126%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$184.2K
21,448
+22%
减持
—
KAROOOOO LTD
+$180.3K
157,915
-10%
减持
FAX
ABRDN ASIA PACIFIC INCOME FU
-$175.2K
45,148
-6%
增持
CVX
CHEVRON CORP NEW
+$170.4K
5,613
+29%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$161.9K
62,212
+25%
增持
DFEV
DIMENSIONAL ETF TRUST
-$161.5K
76,776
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$160.8K
51,146
+7%
减持
XLP
SELECT SECTOR SPDR TR
-$157.3K
32,683
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
-$153.3K
64,813
+5%
增持
DISV
DIMENSIONAL ETF TRUST
-$150.6K
60,585
+0%
增持
DVY
ISHARES TR
+$147.3K
103,610
+4%
减持
SPAB
SPDR SER TR
-$145.2K
80,489
-2%
增持
AVSU
AMERICAN CENTY ETF TR
+$138.4K
5,521
+59%
减持
BKNG
BOOKING HOLDINGS INC
+$129.2K
221
-4%
减持
MOO
VANECK ETF TRUST
-$126.1K
11,132
-0%
增持
AMT
AMERICAN TOWER CORP NEW
-$119.3K
3,375
+6%
增持
VNQ
VANGUARD INDEX FDS
+$110.3K
13,471
+20%
减持
APO
APOLLO GLOBAL MGMT INC
+$106.9K
4,000
-10%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$106.7K
90,009
+14%
减持
COST
COSTCO WHSL CORP NEW
+$102.5K
5,352
-1%
增持
IVV
ISHARES TR
+$101.4K
1,450
+11%
增持
CELH
CELSIUS HLDGS INC
-$93.5K
19,606
+1%
增持
MA
MASTERCARD INCORPORATED
+$92.5K
1,510
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
-$90.6K
61,958
+3%
减持
KKR
KKR & CO INC
+$89.9K
6,273
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$85.8K
119,454
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$85.5K
52,426
+8%
减持
AVEM
AMERICAN CENTY ETF TR
-$83.9K
13,509
-1%
增持
ARM
ARM HOLDINGS PLC
-$81.1K
5,229
+3%
增持
MCD
MCDONALDS CORP
-$81.1K
9,213
+2%
减持
AVUS
AMERICAN CENTY ETF TR
-$80.9K
51,625
-3%
减持
HON
HONEYWELL INTL INC
+$79.8K
11,491
-6%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$79.1K
5,396
+1%
建仓
MMT
MFS MULTIMARKET INCOME TR
+$71.9K
15,325
减持
DFAX
DIMENSIONAL ETF TRUST
-$70.1K
30,703
-0%
增持
PSLV
SPROTT PHYSICAL SILVER TR
-$60.1K
87,792
+1%
增持
PG
PROCTER AND GAMBLE CO
-$57.9K
11,482
+0%
增持
CSCO
CISCO SYS INC
+$57.6K
7,367
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$54.3K
1,426
+5%
减持
UNP
UNION PAC CORP
-$54.0K
1,982
-3%
增持
FAST
FASTENAL CO
+$52.3K
4,798
+17%
减持
—
EXXON MOBIL CORP
-$51.1K
4,951
-1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$49.2K
74,034
+1%
增持
GIS
GENERAL MLS INC
+$48.4K
11,461
+24%
增持
KO
COCA COLA CO
-$47.1K
5,187
+1%
增持
ABBV
ABBVIE INC
-$44.6K
2,436
+1%
增持
WMT
WALMART INC
+$44.2K
3,988
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.8K
1,543
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$37.3K
5,729
+18%
减持
BA
BOEING CO
+$34.1K
3,534
-9%
增持
BX
BLACKSTONE INC
+$32.7K
1,655
+0%
增持
FDX
FEDEX CORP
+$29.6K
3,822
+0%
增持
IEMG
ISHARES INC
-$29.0K
21,867
+7%
减持
ORCL
ORACLE CORP
-$25.5K
6,318
-0%
增持
SHY
ISHARES TR
+$25.1K
3,996
+10%
增持
BND
VANGUARD BD INDEX FDS
+$23.3K
6,618
+10%
增持
TSCO
TRACTOR SUPPLY CO
+$22.6K
6,990
+483%
减持
SGI
TEMPUR SEALY INTL INC
-$20.8K
12,250
-6%
减持
ACWI
ISHARES TR
-$20.2K
1,870
-7%
增持
ITOT
ISHARES TR
+$19.9K
6,275
+0%
增持
COP
CONOCOPHILLIPS
-$19.5K
3,209
+0%
增持
AVIV
AMERICAN CENTY ETF TR
-$17.5K
6,385
+3%
增持
NSC
NORFOLK SOUTHN CORP
-$15.9K
1,261
+0%
建仓
—
SOLO BRANDS INC
+$13.7K
12,000
增持
AVLV
AMERICAN CENTY ETF TR
+$13.6K
5,606
+2%
增持
DGRO
ISHARES TR
+$12.1K
305,245
+2%
增持
—
THOMSON REUTERS CORP
-$12.1K
1,375
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$12.0K
121,738
-1%
增持
MO
ALTRIA GROUP INC
+$11.9K
5,110
+2%
减持
PRU
PRUDENTIAL FINL INC
-$11.9K
3,057
-1%
增持
NIM
NUVEEN SELECT MAT MUN FD
-$9.7K
34,930
+3%
增持
AVIG
AMERICAN CENTY ETF TR
+$9.4K
18,368
+6%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.6K
73,760
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$7.2K
460
+24%
增持
XLV
SELECT SECTOR SPDR TR
-$6.8K
1,820
+9%
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$6.2K
10,640
+19%
减持
DFSU
DIMENSIONAL ETF TRUST
-$4.9K
27,731
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$4.9K
1,468
+0%
增持
DPZ
DOMINOS PIZZA INC
-$4.5K
604
+1%
增持
HD
HOME DEPOT INC
-$3.8K
4,419
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.9K
57,045
+0%
增持
VEEV
VEEVA SYS INC
+$844
1,221
+0%
