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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 130 项
建仓 8
增持 73
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.9M
120,782
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.4M
617,878
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$2.8M
19,405
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。
+190%
减持
AAPL
APPLE INC
-$2.5M
138,743
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
13,299
+13%
减持
MSFT
MICROSOFT CORP
+$1.7M
14,438
-1%
增持
GOOGL
ALPHABET INC
+$1.6M
72,354
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.3M
7,337
-74%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.3M
866,257
+1%
减持
SNBRQ
SLEEP NUMBER CORP
-$1.2M
187,863
-53%
减持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
378,137
-1%
增持
AVES
AMERICAN CENTY ETF TR
+$1.2M
135,443
+5%
增持
DGRO
ISHARES TR
+$1.0M
321,004
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.0M
137,949
+0%
增持
META
META PLATFORMS INC
+$1.0M
6,145
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$970.1K
87,300
+9%
建仓
SEZL
SEZZLE INC
+$824.5K
4,600
清仓
MOO
VANECK ETF TRUST
-$755.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$697.5K
15,514
-4%
减持
PM
PHILIP MORRIS INTL INC
+$670.1K
29,703
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$636.4K
97,740
+18%
清仓
IHF
ISHARES TR
-$613.6K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$603.7K
70
-68%
建仓
LSAK
LESAKA TECHNOLOGIES INC
+$595.0K
132,509
增持
DFGP
DIMENSIONAL ETF TRUST
+$542.3K
61,531
+17%
增持
DFAC
DIMENSIONAL ETF TRUST
+$539.1K
132,620
+4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$537.5K
70,889
+2%
减持
AVDV
AMERICAN CENTY ETF TR
+$522.5K
68,377
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$522.4K
112,776
+1%
减持
CELH
CELSIUS HLDGS INC
-$517.3K
20,043
-51%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$487.6K
211,461
+2%
增持
ORCL
ORACLE CORP
+$485.2K
6,071
+1%
减持
SPAB
SPDR SERIES TRUST
-$434.3K
41,457
-29%
增持
WFC
WELLS FARGO CO NEW
+$432.3K
41,121
+3%
减持
GOOG
ALPHABET INC
+$388.7K
26,674
-4%
增持
HON
HONEYWELL INTL INC
+$384.4K
12,099
+5%
增持
VOO
VANGUARD INDEX FDS
+$379.9K
1,492
+64%
增持
COF
CAPITAL ONE FINL CORP
+$359.5K
4,501
+35%
减持
AMZN
AMAZON COM INC
+$347.1K
17,977
-5%
减持
AVUS
AMERICAN CENTY ETF TR
+$329.7K
48,044
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$322.8K
70,979
+5%
减持
DIS
DISNEY WALT CO
+$292.8K
11,820
-1%
建仓
NFLX
NETFLIX INC
+$291.9K
218
减持
TGT
TARGET CORP
-$290.9K
50,550
-0%
减持
ARM
ARM HOLDINGS PLC
+$272.2K
5,109
-2%
减持
JNJ
JOHNSON & JOHNSON
-$260.3K
13,087
-4%
增持
DFEV
DIMENSIONAL ETF TRUST
+$255.6K
82,305
+1%
增持
DVY
ISHARES TR
+$243.0K
111,320
+3%
增持
COST
COSTCO WHSL CORP NEW
+$235.3K
5,199
+0%
清仓
—
THOMSON REUTERS CORP
-$234.8K
0
-100%
建仓
NOW
SERVICENOW INC
+$233.4K
227
增持
AIOT
POWERFLEET INC
-$228.7K
566,000
+16%
减持
DISV
DIMENSIONAL ETF TRUST
+$226.3K
62,979
-1%
建仓
XAR
SPDR SERIES TRUST
+$217.3K
1,030
建仓
DE
DEERE & CO
+$213.1K
419
增持
GS
GOLDMAN SACHS GROUP INC
+$209.5K
1,291
+0%
建仓
BAC
BANK AMERICA CORP
+$201.9K
4,267
建仓
FENI
FIDELITY COVINGTON TRUST
+$200.9K
6,040
增持
WY
WEYERHAEUSER CO MTN BE
-$196.1K
86,742
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$191.5K
59,841
+1%
增持
MCD
MCDONALDS CORP
-$183.8K
9,137
+0%
增持
IEUR
ISHARES TR
+$172.6K
24,532
+2%
增持
BA
BOEING CO
+$165.4K
4,066
+1%
增持
FAX
ABRDN ASIA PACIFIC INCOME FU
+$161.9K
55,797
+21%
增持
IEMG
ISHARES INC
+$159.6K
23,122
+2%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$157.9K
291,921
+9%
增持
SBUX
STARBUCKS CORP
-$150.3K
24,330
+0%
增持
CVS
CVS HEALTH CORP
+$133.0K
11,561
+18%
增持
CVX
CHEVRON CORP NEW
-$126.2K
6,583
+3%
增持
PG
PROCTER AND GAMBLE CO
-$124.7K
11,455
+0%
增持
IVV
ISHARES TR
+$124.3K
1,592
+4%
减持
AVDE
AMERICAN CENTY ETF TR
+$116.8K
37,357
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$112.9K
1,758
+1%
增持
COWG
PACER FDS TR
+$111.1K
19,650
+5%
清仓
LOCL
LOCAL BOUNTI CORP
-$100.6K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$96.8K
5,625
-19%
减持
—
KAROOOOO LTD
+$96.0K
106,215
-12%
减持
AVEM
AMERICAN CENTY ETF TR
+$93.4K
13,101
-2%
减持
UNP
UNION PAC CORP
-$87.0K
1,657
-16%
增持
ITOT
ISHARES TR
+$85.7K
6,420
+0%
增持
TSLA
TESLA INC
+$82.1K
1,217
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$76.1K
53,903
+3%
增持
AVIV
AMERICAN CENTY ETF TR
+$72.7K
6,984
+9%
减持
V
VISA INC
-$70.9K
7,606
-4%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$68.1K
88,774
+1%
增持
GIS
GENERAL MLS INC
-$67.3K
11,928
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$67.1K
6,987
+25%
减持
DFAX
DIMENSIONAL ETF TRUST
+$65.7K
32,141
-4%
减持
LAND
GLADSTONE LD CORP
-$65.5K
144,750
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$61.4K
2,142
-4%
减持
DFSU
DIMENSIONAL ETF TRUST
+$59.2K
26,961
-3%
增持
FDX
FEDEX CORP
-$52.5K
3,922
+1%
增持
AVLV
AMERICAN CENTY ETF TR
+$52.4K
6,128
+9%
增持
QQQ
INVESCO QQQ TR
+$52.1K
466
+7%
增持
ABBV
ABBVIE INC
-$51.9K
2,188
+0%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$48.1K
82,467
+3%
增持
WMT
WALMART INC
+$46.7K
4,090
+2%
增持
COP
CONOCOPHILLIPS
-$46.7K
3,237
+1%
减持
VTI
VANGUARD INDEX FDS
+$46.2K
2,203
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$45.9K
26,543
+4%
增持
AVSU
AMERICAN CENTY ETF TR
+$43.1K
5,986
+2%
减持
AZO
AUTOZONE INC
-$40.4K
250
-2%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$37.7K
108,346
+6%
增持
BP
BP PLC
-$35.2K
9,568
+1%
增持
AVIG
AMERICAN CENTY ETF TR
+$33.0K
19,173
+4%
增持
FAST
FASTENAL CO
+$32.8K
10,158
+100%
增持
VNQ
VANGUARD INDEX FDS
+$28.9K
15,957
+4%
减持
XLP
SELECT SECTOR SPDR TR
-$25.1K
32,655
-0%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$23.9K
10,250
-9%
减持
TSCO
TRACTOR SUPPLY CO
-$18.8K
6,940
-1%
减持
MMM
3M CO
-$18.8K
1,970
-9%
减持
BATRA
ATLANTA BRAVES HLDGS INC
+$16.3K
6,322
-6%
增持
PCAR
PACCAR INC
-$16.2K
9,071
+1%
减持
MA
MASTERCARD INCORPORATED
+$15.9K
1,505
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$15.3K
13,607
+2%
减持
IYZ
ISHARES TR
+$15.1K
21,415
-6%
增持
SHY
ISHARES TR
+$14.5K
3,701
+5%
增持
—
MEDTRONIC PLC
-$12.3K
5,182
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$11.7K
469
+2%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
-$9.7K
14,972
+0%
减持
COWZ
PACER FDS TR
+$9.0K
105,753
-0%
减持
NFG
NATIONAL FUEL GAS CO
+$8.4K
2,940
-3%
增持
HDV
ISHARES TR
+$8.0K
2,077
+7%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$8.0K
67,358
+2%
减持
NVO
NOVO-NORDISK A S
-$7.7K
8,461
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$6.5K
3,500
-1%
减持
ACWI
ISHARES TR
+$6.4K
1,716
-7%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.1K
5,187
-4%
增持
DPZ
DOMINOS PIZZA INC
-$3.1K
609
+1%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$2.9K
39,945
+4%
