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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 120 项
建仓 4
增持 68
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.4M
121,178
+1%
减持
AAPL
APPLE INC
-$5.4M
139,494
-4%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$3.8M
860,211
+3%
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
TGT
TARGET CORP
+$3.6M
50,566
+298%
建仓
AIOT
POWERFLEET INC
+$2.7M
486,000
减持
GOOGL
ALPHABET INC
-$2.6M
72,220
-1%
减持
—
KAROOOOO LTD
-$2.0M
120,039
-24%
减持
GOOG
ALPHABET INC
-$1.5M
27,799
-10%
清仓
APP
APPLOVIN CORP
-$1.3M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
29,861
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
137,573
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
381,552
+3%
增持
DVY
ISHARES TR
+$938.5K
108,284
+5%
增持
CELH
CELSIUS HLDGS INC
+$930.7K
40,626
+107%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$882.9K
206,342
-7%
增持
DGRO
ISHARES TR
+$765.9K
315,468
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$741.9K
69,771
+8%
减持
MSFT
MICROSOFT CORP
-$710.0K
14,566
-1%
减持
AMZN
AMAZON COM INC
-$692.4K
18,905
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$601.7K
27,687
-29%
增持
AVUV
AMERICAN CENTY ETF TR
-$555.9K
80,107
+3%
减持
SPAB
SPDR SER TR
-$515.8K
58,560
-27%
减持
AVUS
AMERICAN CENTY ETF TR
-$490.0K
48,864
-5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$450.0K
83,074
+13%
增持
COWZ
PACER FDS TR
+$440.5K
106,247
+12%
增持
SNBRQ
SLEEP NUMBER CORP
+$420.6K
396,777
+189%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$400.5K
14,967
-12%
增持
NVDA
NVIDIA CORPORATION
-$361.5K
16,180
+3%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$321.5K
5,387
增持
DFAU
DIMENSIONAL ETF TRUST
-$302.5K
565,805
+4%
减持
AVDV
AMERICAN CENTY ETF TR
+$299.2K
70,239
-1%
增持
V
VISA INC
+$295.4K
7,908
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$293.5K
111,701
+3%
增持
AVES
AMERICAN CENTY ETF TR
+$289.7K
129,351
+3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$282.6K
67,840
+9%
减持
JNJ
JOHNSON & JOHNSON
+$276.6K
13,623
-1%
减持
META
META PLATFORMS INC
-$269.2K
6,131
-6%
增持
CVX
CHEVRON CORP NEW
+$255.8K
6,389
+14%
建仓
NFG
NATIONAL FUEL GAS CO
+$240.7K
3,040
增持
DISV
DIMENSIONAL ETF TRUST
+$236.6K
63,404
+5%
清仓
NOW
SERVICENOW INC
-$235.3K
0
-100%
清仓
SEZL
SEZZLE INC
-$230.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$229.2K
25,605
+19%
增持
CVS
CVS HEALTH CORP
+$228.7K
9,808
+1%
减持
ORCL
ORACLE CORP
-$211.5K
6,017
-5%
减持
DIS
DISNEY WALT CO
-$210.2K
11,884
-4%
增持
DFEV
DIMENSIONAL ETF TRUST
+$200.4K
81,801
+7%
增持
VNQ
VANGUARD INDEX FDS
+$192.2K
15,377
+14%
增持
WY
WEYERHAEUSER CO MTN BE
+$189.6K
82,806
+4%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$182.6K
268,674
+7%
减持
MCD
MCDONALDS CORP
+$182.6K
9,135
-1%
减持
NVO
NOVO-NORDISK A S
-$175.7K
8,521
-4%
减持
APO
APOLLO GLOBAL MGMT INC
-$167.7K
3,600
-10%
减持
SBUX
STARBUCKS CORP
+$163.6K
24,260
-0%
增持
IEUR
ISHARES TR
+$163.5K
24,130
+1%
减持
LAND
GLADSTONE LD CORP
-$159.4K
146,162
-7%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$157.0K
102,177
+14%
增持
AMT
AMERICAN TOWER CORP NEW
+$148.0K
3,525
+4%
减持
AZO
AUTOZONE INC
+$145.5K
254
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
-$137.6K
58,992
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$137.6K
1,740
+22%
增持
FDX
FEDEX CORP
-$131.2K
3,873
+1%
减持
VOO
VANGUARD INDEX FDS
-$122.3K
910
-17%
增持
WFC
WELLS FARGO CO NEW
+$117.8K
39,871
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$115.0K
33,522
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$106.7K
18,784
+0%
减持
ARM
ARM HOLDINGS PLC
-$90.2K
5,194
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$89.2K
2,233
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$89.1K
219
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.3K
13,316
+3%
增持
IEMG
ISHARES INC
+$86.5K
22,761
+4%
增持
PLAY
DAVE & BUSTERS ENTMT INC
-$83.2K
12,940
+22%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$79.5K
52,454
+3%
增持
COWG
PACER FDS TR
+$77.4K
18,800
+20%
减持
UNH
UNITEDHEALTH GROUP INC
-$75.9K
11,808
-5%
增持
HD
HOME DEPOT INC
-$75.1K
4,486
+2%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$73.3K
65,720
+6%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$72.6K
11,020
增持
—
MEDTRONIC PLC
+$72.5K
5,164
+5%
清仓
MMT
MFS MULTIMARKET INCOME TR
-$71.9K
0
-100%
增持
MMM
3M CO
+$65.4K
2,169
+11%
增持
FAX
ABRDN ASIA PACIFIC INCOME FU
+$61.8K
46,264
+2%
增持
BA
BOEING CO
+$61.1K
4,026
+14%
增持
—
EXXON MOBIL CORP
+$58.3K
4,968
+0%
减持
QQQ
INVESCO QQQ TR
-$57.9K
437
-15%
增持
PANW
PALO ALTO NETWORKS INC
+$57.4K
6,693
+12%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$54.8K
38,524
+10%
增持
DFSU
DIMENSIONAL ETF TRUST
-$52.0K
27,898
+1%
增持
FAST
FASTENAL CO
+$48.9K
5,079
+6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$44.4K
4,847
-15%
增持
TSLA
TESLA INC
+$43.2K
1,175
+82%
增持
DFGP
DIMENSIONAL ETF TRUST
+$40.9K
52,603
+0%
减持
AVDE
AMERICAN CENTY ETF TR
+$39.2K
39,957
-6%
减持
SHY
ISHARES TR
-$35.4K
3,532
-12%
增持
BND
VANGUARD BD INDEX FDS
+$35.1K
6,957
+5%
增持
MA
MASTERCARD INCORPORATED
+$34.7K
1,514
+0%
减持
BP
BP PLC
+$31.4K
9,517
-3%
增持
GS
GOLDMAN SACHS GROUP INC
-$30.5K
1,289
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$28.6K
5,581
+3%
增持
ITOT
ISHARES TR
-$25.9K
6,403
+2%
减持
ABBV
ABBVIE INC
+$25.1K
2,186
-10%
减持
PG
PROCTER AND GAMBLE CO
+$24.8K
11,441
-0%
减持
DFSI
DIMENSIONAL ETF TRUST
+$22.4K
21,068
-3%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$20.8K
11,250
-8%
增持
AVIG
AMERICAN CENTY ETF TR
+$19.8K
18,482
+1%
减持
HACK
AMPLIFY ETF TR
-$19.5K
4,485
-2%
增持
COP
CONOCOPHILLIPS
+$18.9K
3,210
+0%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$17.6K
80,152
+8%
减持
BATRA
ATLANTA BRAVES HLDGS INC
+$16.5K
6,722
-2%
减持
—
THOMSON REUTERS CORP
+$14.2K
1,358
-1%
清仓
—
SOLO BRANDS INC
-$13.7K
0
-100%
增持
IVV
ISHARES TR
+$10.6K
1,538
+6%
减持
AVEM
AMERICAN CENTY ETF TR
+$10.4K
13,372
-1%
减持
COST
COSTCO WHSL CORP NEW
+$7.8K
5,193
-3%
增持
WMT
WALMART INC
-$7.1K
4,023
+1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$5.5K
9,535
+0%
减持
ACWI
ISHARES TR
-$5.3K
1,842
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.1K
127,736
+5%
增持
AVSU
AMERICAN CENTY ETF TR
+$2.5K
5,894
+7%
减持
IYZ
ISHARES TR
+$1.4K
22,733
-2%
