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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 10
增持 73
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
+$4.3M
69,113
-3%
清仓
AIOT
POWERFLEET INC
-$3.0M
0
-100%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.9M
857,223
-0%
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
GOOG
ALPHABET INC
+$2.1M
27,151
+3%
减持
AAPL
APPLE INC
+$1.5M
131,461
-2%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$748.6K
9,925
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$689.7K
88,097
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$655.6K
193
+176%
减持
DFAU
DIMENSIONAL ETF TRUST
+$653.8K
631,628
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$640.0K
74,239
+4%
增持
DGRO
ISHARES TR
+$587.5K
340,396
+1%
增持
AMZN
AMAZON COM INC
+$586.0K
19,355
+9%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$584.7K
139,170
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$531.8K
121,620
-1%
减持
ORCL
ORACLE CORP
-$525.9K
5,817
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$504.3K
367,312
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$501.3K
93,328
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$459.0K
68,860
+2%
增持
META
META PLATFORMS INC
-$439.6K
5,947
+0%
增持
MSFT
MICROSOFT CORP
-$409.8K
14,636
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$381.7K
19,203
-0%
清仓
VEEV
VEEVA SYS INC
-$363.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$344.6K
5,035
-1%
增持
AVES
AMERICAN CENTY ETF TR
+$343.7K
139,184
+3%
减持
WFC
WELLS FARGO CO NEW
+$342.8K
40,526
-1%
增持
COWZ
PACER FDS TR
+$340.7K
108,208
+1%
增持
NVDA
NVIDIA CORPORATION
+$323.2K
18,021
+11%
增持
JNJ
JOHNSON & JOHNSON
+$292.3K
13,008
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$282.4K
5,597
-20%
减持
LSAK
LESAKA TECHNOLOGIES INC
-$276.0K
57,422
-57%
减持
TGT
TARGET CORP
-$253.3K
43,913
-13%
增持
HD
HOME DEPOT INC
-$252.4K
4,476
+1%
建仓
NEM
NEWMONT CORP
+$235.2K
2,356
建仓
CAT
CATERPILLAR INC
+$232.6K
406
减持
TSLA
TESLA INC
-$218.7K
733
-41%
建仓
USB
US BANCORP DEL
+$218.4K
4,092
建仓
TPR
TAPESTRY INC
+$214.8K
1,681
增持
FDX
FEDEX CORP
+$213.3K
3,912
+1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$209.1K
15,117
+1%
清仓
NOW
SERVICENOW INC
-$208.9K
0
-100%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$205.2K
6,204
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$201.4K
1,253
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$187.0K
30,167
+12%
增持
AVUS
AMERICAN CENTY ETF TR
+$177.6K
49,483
+0%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$169.5K
318,080
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$167.5K
14,120
+1%
增持
ARM
ARM HOLDINGS PLC
-$163.2K
5,159
+0%
建仓
OWL
BLUE OWL CAPITAL INC
+$156.9K
10,500
增持
VNQ
VANGUARD INDEX FDS
+$149.4K
18,515
+14%
减持
WY
WEYERHAEUSER CO MTN BE
-$144.5K
88,777
-2%
增持
AVDE
AMERICAN CENTY ETF TR
+$139.6K
36,054
+1%
增持
V
VISA INC
+$128.5K
7,697
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$125.3K
56,119
-6%
建仓
LOCL
LOCAL BOUNTI CORP
+$121.3K
56,705
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$111.3K
53,016
-4%
减持
COF
CAPITAL ONE FINL CORP
+$110.8K
4,405
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$107.5K
123,746
-5%
减持
FAST
FASTENAL CO
-$104.7K
11,283
-1%
减持
DFSU
DIMENSIONAL ETF TRUST
-$94.2K
23,297
-11%
增持
PG
PROCTER AND GAMBLE CO
-$86.4K
11,474
+2%
增持
WMT
WALMART INC
+$77.9K
4,631
+9%
减持
LAND
GLADSTONE LD CORP
-$75.5K
134,809
-6%
减持
DFEV
DIMENSIONAL ETF TRUST
-$74.4K
74,370
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$70.2K
28,813
+2%
减持
PM
PHILIP MORRIS INTL INC
-$66.9K
29,581
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$63.0K
29,780
-10%
增持
DFGP
DIMENSIONAL ETF TRUST
-$60.8K
68,636
+1%
增持
—
EXXON MOBIL CORP
+$58.1K
5,069
+4%
增持
KO
COCA COLA CO
+$57.7K
5,746
+11%
减持
DFSI
DIMENSIONAL ETF TRUST
-$57.1K
18,454
-11%
减持
IEUR
ISHARES TR
+$56.4K
24,303
-1%
增持
QQQ
INVESCO QQQ TR
+$55.0K
545
+17%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$54.0K
7,802
+0%
增持
IVV
ISHARES TR
+$51.1K
1,640
+2%
减持
DISV
DIMENSIONAL ETF TRUST
-$50.2K
57,373
-8%
增持
IEMG
ISHARES INC
+$50.0K
23,534
+1%
增持
NFLX
NETFLIX INC
-$48.6K
2,320
+945%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$48.3K
1,577
+2%
增持
AVIV
AMERICAN CENTY ETF TR
+$46.0K
7,343
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$45.2K
114,808
+2%
增持
TSCO
TRACTOR SUPPLY CO
-$45.1K
6,990
+1%
减持
CVS
CVS HEALTH CORP
+$44.1K
11,828
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$41.3K
1,778
+1%
减持
SPAB
SPDR SERIES TRUST
-$39.6K
16,624
-8%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$39.2K
43,947
+10%
增持
AVLV
AMERICAN CENTY ETF TR
+$38.0K
6,616
+3%
增持
DVY
ISHARES TR
+$36.4K
118,285
+1%
增持
GIS
GENERAL MLS INC
-$36.3K
12,153
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$35.6K
118,435
+1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$33.9K
88,334
+7%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$33.8K
72,592
+7%
增持
ABBV
ABBVIE INC
+$31.9K
2,357
+8%
减持
VTI
VANGUARD INDEX FDS
-$30.6K
2,065
-6%
增持
MCD
MCDONALDS CORP
+$30.4K
8,986
+1%
减持
DFSE
DIMENSIONAL ETF TRUST
-$28.8K
8,533
-8%
减持
SHY
ISHARES TR
-$28.5K
3,119
-10%
增持
—
LINDE PLC
+$27.9K
559
+26%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$25.5K
5,186
+6%
增持
AVIG
AMERICAN CENTY ETF TR
+$24.2K
22,173
+3%
增持
—
MEDTRONIC PLC
+$23.7K
8,940
+2%
增持
FAX
ABRDN ASIA PACIFIC INCOME FU
+$22.5K
67,185
+9%
增持
AMT
AMERICAN TOWER CORP NEW
-$21.9K
3,640
+6%
增持
COWG
PACER FDS TR
-$21.1K
22,660
+0%
增持
ITOT
ISHARES TR
+$20.7K
6,437
+0%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$16.7K
216,008
+1%
增持
CVX
CHEVRON CORP NEW
+$16.5K
6,796
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$16.4K
7,143
+5%
增持
MMM
3M CO
+$16.0K
1,980
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$13.9K
4,022
-3%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
-$13.7K
120,247
+8%
减持
AVEM
AMERICAN CENTY ETF TR
+$12.9K
12,741
-1%
增持
AVSU
AMERICAN CENTY ETF TR
+$11.7K
3,963
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
-$11.3K
64,446
-5%
增持
MA
MASTERCARD INCORPORATED
+$10.5K
1,518
+1%
减持
MCK
MCKESSON CORP
-$10.5K
590
-8%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$9.3K
25,599
-1%
增持
SBUX
STARBUCKS CORP
-$9.2K
24,105
+0%
增持
DIS
DISNEY WALT CO
-$7.9K
11,448
+0%
增持
EQNR
EQUINOR ASA
-$7.8K
11,390
+0%
增持
UNP
UNION PAC CORP
-$4.9K
1,480
+1%
建仓
TOVX
THERIVA BIOLOGICS INC
+$3.2K
15,000
增持
COP
CONOCOPHILLIPS
-$3.0K
3,240
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$2.8K
5,217
+1%
增持
BND
VANGUARD BD INDEX FDS
+$1.6K
5,670
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$501
482
+3%
