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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 118 项
建仓 6
增持 51
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$5.8M
134,652
-3%
减持
GOOGL
ALPHABET INC
+$4.5M
71,160
-2%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$3.5M
858,616
-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。
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
122,656
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.7M
631,695
+2%
增持
DGRO
ISHARES TR
+$2.5M
338,467
+5%
减持
XLP
SELECT SECTOR SPDR TR
-$2.3M
4,163
-87%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.1M
2
-60%
增持
DVY
ISHARES TR
+$1.9M
117,230
+5%
减持
GOOG
ALPHABET INC
+$1.7M
26,334
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
90,589
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$874.5K
117,048
+20%
减持
—
KAROOOOO LTD
+$807.5K
105,215
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$679.6K
13,983
+5%
建仓
—
JAMES HARDIE INDS PLC
+$673.3K
35,050
增持
VZ
VERIZON COMMUNICATIONS INC
+$655.0K
28,300
+108%
清仓
IYZ
ISHARES TR
-$637.7K
0
-100%
清仓
IHI
ISHARES TR
-$627.3K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$598.1K
29,665
-0%
减持
SPAB
SPDR SERIES TRUST
-$593.6K
18,093
-56%
减持
AVDV
AMERICAN CENTY ETF TR
+$590.9K
67,526
-1%
增持
NVDA
NVIDIA CORPORATION
+$586.8K
16,281
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$549.0K
113,084
+0%
增持
AVES
AMERICAN CENTY ETF TR
+$519.8K
135,473
+0%
增持
AVUS
AMERICAN CENTY ETF TR
+$509.8K
49,251
+3%
减持
COST
COSTCO WHSL CORP NEW
-$460.3K
5,063
-3%
增持
TGT
TARGET CORP
-$440.8K
50,691
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$421.8K
371,223
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$419.2K
18,593
-1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$419.1K
67,877
+10%
减持
JNJ
JOHNSON & JOHNSON
+$400.7K
12,942
-1%
增持
—
MEDTRONIC PLC
+$383.4K
8,768
+69%
增持
VYMI
VANGUARD WHITEHALL FDS
+$362.6K
71,345
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$360.3K
138,487
+0%
增持
COWZ
PACER FDS TR
+$343.2K
107,363
+2%
减持
ORCL
ORACLE CORP
+$333.2K
5,901
-3%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$312.3K
213,709
+1%
增持
MSFT
MICROSOFT CORP
+$306.6K
14,457
+0%
建仓
CELC
CELCUITY INC
+$281.6K
5,700
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$277.1K
7,002
-5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$253.5K
129,804
-2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$237.6K
59,554
-0%
建仓
SCHG
SCHWAB STRATEGIC TR
+$216.6K
6,787
清仓
DE
DEERE & CO
-$213.1K
0
-100%
建仓
—
LINDE PLC
+$210.4K
443
建仓
MU
MICRON TECHNOLOGY INC
+$202.5K
1,210
减持
SBUX
STARBUCKS CORP
-$190.3K
24,103
-1%
减持
META
META PLATFORMS INC
-$170.4K
5,944
-3%
减持
NVO
NOVO-NORDISK A S
-$168.4K
7,489
-11%
减持
LAND
GLADSTONE LD CORP
-$163.1K
142,908
-1%
增持
TSLA
TESLA INC
+$161.7K
1,233
+1%
减持
DISV
DIMENSIONAL ETF TRUST
+$157.7K
62,493
-1%
增持
VOO
VANGUARD INDEX FDS
+$156.8K
1,640
+10%
减持
DIS
DISNEY WALT CO
-$155.4K
11,444
-3%
减持
HD
HOME DEPOT INC
+$147.8K
4,424
-1%
增持
IEMG
ISHARES INC
+$143.9K
23,239
+1%
减持
WFC
WELLS FARGO CO NEW
+$139.6K
40,971
-0%
增持
FAST
FASTENAL CO
+$130.8K
11,367
+12%
减持
V
VISA INC
-$129.3K
7,531
-1%
增持
COWG
PACER FDS TR
+$129.0K
22,560
+15%
减持
AVSU
AMERICAN CENTY ETF TR
-$119.9K
3,952
-34%
增持
FAX
ABRDN ASIA PACIFIC INCOME FU
+$119.8K
61,884
+11%
减持
DFEV
DIMENSIONAL ETF TRUST
+$115.3K
81,018
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$112.5K
3,437
-2%
增持
AVIG
AMERICAN CENTY ETF TR
+$107.4K
21,515
+12%
增持
ARM
ARM HOLDINGS PLC
-$100.0K
5,139
+1%
增持
CVS
CVS HEALTH CORP
+$97.1K
11,866
+3%
减持
PG
PROCTER AND GAMBLE CO
-$94.3K
11,264
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$93.7K
33,069
+3%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$88.7K
0
-100%
减持
WINA
WINMARK CORP
+$88.4K
2,150
-17%
增持
IVV
ISHARES TR
+$83.8K
1,602
+1%
减持
CVX
CHEVRON CORP NEW
+$76.7K
6,564
-0%
减持
AVEM
AMERICAN CENTY ETF TR
+$70.5K
12,893
-2%
增持
ITOT
ISHARES TR
+$69.5K
6,429
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$68.4K
7,801
+12%
增持
VNQ
VANGUARD INDEX FDS
+$67.9K
16,288
+2%
减持
AVDE
AMERICAN CENTY ETF TR
+$63.5K
35,847
-4%
减持
AMZN
AMAZON COM INC
-$62.4K
17,678
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$61.5K
55,063
+2%
减持
PANW
PALO ALTO NETWORKS INC
-$51.4K
19,246
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$48.0K
1,234
-2%
减持
DFSU
DIMENSIONAL ETF TRUST
+$47.8K
26,041
-3%
减持
MCD
MCDONALDS CORP
+$46.4K
8,938
-2%
增持
AVLV
AMERICAN CENTY ETF TR
+$45.3K
6,411
+5%
建仓
EQS
EQUUS TOTAL RETURN INC
+$45.0K
20,000
减持
IEUR
ISHARES TR
+$44.6K
24,496
-0%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$42.7K
111,470
+3%
增持
AVIV
AMERICAN CENTY ETF TR
+$42.4K
7,074
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$38.5K
7,355
+5%
增持
WMT
WALMART INC
+$38.0K
4,250
+4%
减持
BATRA
ATLANTA BRAVES HLDGS INC
-$37.4K
6,022
-5%
减持
UNP
UNION PAC CORP
-$34.0K
1,469
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$30.8K
26,967
+2%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$28.4K
67,753
+1%
减持
MDLZ
MONDELEZ INTL INC
-$26.3K
3,954
-2%
增持
NFLX
NETFLIX INC
-$25.8K
222
+2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$25.4K
68,073
-4%
减持
FDX
FEDEX CORP
+$25.1K
3,887
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$23.5K
6,309
-2%
减持
SNBRQ
SLEEP NUMBER CORP
+$20.6K
183,713
-2%
减持
SHY
ISHARES TR
-$19.9K
3,457
-7%
减持
DFSE
DIMENSIONAL ETF TRUST
+$19.9K
9,315
-2%
增持
KKR
KKR & CO INC
-$19.3K
6,274
+0%
增持
WY
WEYERHAEUSER CO MTN BE
+$19.2K
90,666
+5%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$18.4K
304,025
+4%
减持
DFSI
DIMENSIONAL ETF TRUST
+$17.5K
20,703
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$16.4K
468
-0%
减持
—
EXXON MOBIL CORP
+$16.4K
4,895
-1%
增持
COP
CONOCOPHILLIPS
+$15.8K
3,238
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$14.9K
5,154
+6%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$9.1K
82,781
+0%
减持
BA
BOEING CO
+$9.1K
3,990
-2%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$8.0K
39,947
+0%
增持
DPZ
DOMINOS PIZZA INC
-$6.3K
621
+2%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$5.6K
4,907
-5%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$1.8K
8,250
-20%
减持
MMM
3M CO
+$1.1K
1,940
-2%
