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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 128 项
建仓 8
增持 58
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
AVLC
AMERICAN CENTY ETF TR
+$6.5M
83,565
减持
DFAU
DIMENSIONAL ETF TRUST
-$6.0M
523,235
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
120,624
-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。
减持
AAPL
APPLE INC
-$2.7M
130,120
-1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.9M
853,305
-0%
减持
GOOGL
ALPHABET INC
-$1.9M
68,629
-1%
增持
DVY
ISHARES TR
+$1.5M
119,877
+1%
增持
MSFT
MICROSOFT CORP
-$1.4M
15,406
+5%
减持
SNBRQ
SLEEP NUMBER CORP
-$1.3M
163,141
-11%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
96,017
+3%
增持
TGT
TARGET CORP
+$1.0M
43,932
+0%
清仓
CELH
CELSIUS HLDGS INC
-$916.8K
0
-100%
增持
DGRO
ISHARES TR
+$842.5K
348,715
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$840.6K
14,119
-0%
增持
AVES
AMERICAN CENTY ETF TR
+$789.2K
148,465
+7%
减持
GOOG
ALPHABET INC
-$783.7K
26,969
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$636.4K
77,652
+5%
减持
COST
COSTCO WHOLESALE CORPORATION
+$598.5K
4,958
-2%
减持
META
META PLATFORMS INC
-$595.8K
5,820
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$536.5K
373,069
+2%
增持
WFC
WELLS FARGO & CO
-$520.6K
40,905
+1%
增持
JNJ
JOHNSON & JOHNSON
+$518.8K
13,135
+1%
增持
JPM
JPMORGAN CHASE & CO
-$514.9K
18,616
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$505.7K
18,916
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$490.0K
33,139
+15%
增持
COWZ
PACER FDS TR
+$480.7K
111,761
+3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$420.1K
76,519
+11%
减持
V
VISA INC
-$378.1K
7,681
-0%
增持
CVX
CHEVRON CORPORATION
+$374.1K
6,814
+0%
增持
AMZN
AMAZON COM INC
-$369.4K
19,677
+2%
减持
HON
HONEYWELL INTL INC
+$346.1K
11,974
-1%
增持
—
JAMES HARDIE INDS PLC
+$343.8K
56,550
+61%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$294.5K
0
-100%
减持
ORCL
ORACLE CORP
-$289.8K
5,743
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$286.8K
126,183
+7%
减持
AVDV
AMERICAN CENTY ETF TR
+$281.6K
67,619
-2%
增持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$273.7K
218,718
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$267.3K
182
-6%
增持
FDX
FEDEX CORP
+$264.2K
3,914
+0%
清仓
BX
BLACKSTONE INC
-$255.1K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$251.3K
1,478
-17%
减持
NVDA
NVIDIA CORPORATION
-$247.5K
17,852
-1%
增持
HDV
ISHARES TR
+$246.5K
3,677
+77%
建仓
SHEL
SHELL PLC
+$230.3K
2,476
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$223.0K
2,604
建仓
DUK
DUKE ENERGY CORP NEW
+$217.1K
1,657
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$216.1K
2,838
减持
DIS
DISNEY WALT CO
-$212.5K
11,309
-1%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$211.9K
6,047
建仓
SCHD
SCHWAB STRATEGIC TR
+$208.5K
6,795
减持
AVUS
AMERICAN CENTY ETF TR
-$206.9K
47,888
-3%
建仓
DE
DEERE & CO
+$205.6K
365
减持
DFAC
DIMENSIONAL ETF TRUST
-$204.6K
120,806
-2%
增持
VNQ
VANGUARD INDEX FDS
+$201.2K
20,739
+12%
减持
ARM
ARM HOLDINGS PLC
+$200.0K
5,069
-2%
减持
SPAB
SPDR SERIES TRUST
-$198.4K
8,965
-46%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$186.6K
14,237
-6%
增持
VBIL
VANGUARD INSTL INDEX FD
+$183.7K
12,325
+24%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$183.5K
5,547
-1%
增持
AVIG
AMERICAN CENTY ETF TR
+$178.2K
26,666
+20%
增持
DFAT
DIMENSIONAL ETF TRUST
+$175.4K
56,313
+0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$164.0K
74,712
+0%
增持
COWG
PACER FDS TR
+$160.0K
28,391
+25%
清仓
OWL
BLUE OWL CAPITAL INC
-$156.9K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$150.6K
116,978
+2%
增持
PM
PHILIP MORRIS INTL INC
+$146.6K
29,584
+0%
增持
IEMG
ISHARES INC
+$143.2K
24,734
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$139.1K
32,920
+9%
减持
AVDE
AMERICAN CENTY ETF TR
-$134.1K
33,402
-7%
增持
COP
CONOCOPHILLIPS
+$124.6K
3,241
+0%
增持
WY
WEYERHAEUSER CO
+$120.0K
90,999
+3%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$117.7K
344,166
+8%
减持
NVO
NOVO-NORDISK A S
-$111.3K
7,339
-2%
增持
CELC
CELCUITY INC
+$109.2K
5,940
+4%
减持
LAND
GLADSTONE LD CORP
+$108.1K
131,525
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$99.6K
57,803
+1%
减持
DFSI
DIMENSIONAL ETF TRUST
-$97.8K
16,340
-11%
减持
SBUX
STARBUCKS CORP
+$92.9K
23,694
-2%
减持
—
KAROOOOO LTD
-$91.6K
94,215
-10%
减持
FFLG
FIDELITY COVINGTON TRUST
-$91.3K
7,997
-24%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$88.4K
81,940
-7%
减持
PLAY
DAVE & BUSTERS ENTMT INC
-$85.9K
11,440
-12%
减持
IVV
ISHARES TR
-$84.7K
1,590
-3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$83.5K
140,149
+1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$79.0K
7,881
+1%
减持
HD
HOME DEPOT INC
-$73.2K
4,461
-0%
增持
MU
MICRON TECHNOLOGY INC
+$64.2K
1,215
+0%
增持
WMT
WALMART INC
+$60.2K
4,635
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$59.4K
484
+0%
减持
LOCL
LOCAL BOUNTI CORP
-$56.7K
55,705
-2%
减持
VOO
VANGUARD INDEX FDS
-$53.9K
1,631
-1%
减持
CAT
CATERPILLAR INC
+$50.8K
400
-1%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$50.8K
48,668
+11%
减持
BEN
FRANKLIN RESOURCES INC
-$50.3K
9,191
-18%
减持
DFIC
DIMENSIONAL ETF TRUST
+$49.0K
63,884
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$47.2K
1,561
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$44.5K
12,730
-0%
增持
CVS
CVS HEALTH CORP
-$43.8K
12,460
+5%
增持
—
MEDTRONIC PLC
-$41.8K
9,428
+5%
增持
FAX
ABRDN ASIA PACIFIC INCOME FU
-$40.5K
68,662
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$39.3K
6,706
+1%
增持
ITOT
ISHARES TR
-$38.6K
6,449
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$35.6K
29,742
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$34.7K
6,950
-1%
减持
KO
COCA COLA CO
+$33.3K
5,720
-0%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$33.2K
128,199
+7%
减持
MCD
MCDONALDS CORP
-$29.9K
8,741
-3%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$26.1K
4,982
-4%
减持
AVIV
AMERICAN CENTY ETF TR
+$25.7K
7,333
-0%
减持
STZ
CONSTELLATION BRANDS INC
+$23.3K
2,125
-1%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$20.2K
74,377
+2%
增持
DFSE
DIMENSIONAL ETF TRUST
+$16.2K
8,737
+2%
增持
PG
PROCTER & GAMBLE CO
+$15.6K
11,492
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$15.5K
3,622
-10%
减持
AMT
AMERICAN TOWER CORP
-$14.4K
3,620
-1%
增持
IEUR
ISHARES TR
+$13.7K
24,743
+2%
减持
NEM
NEWMONT CORP
+$13.4K
2,306
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$10.7K
7,631
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
-$10.7K
24,364
+5%
减持
AZO
AUTOZONE INC
-$10.2K
248
-1%
增持
SHY
ISHARES TR
+$9.4K
3,242
+4%
减持
MCK
MCKESSON CORP
-$8.0K
550
-7%
减持
WINA
WINMARK CORP
+$5.9K
2,050
-5%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$5.0K
93,976
+6%
增持
ACWI
ISHARES TR
-$4.0K
1,726
+1%
减持
NFLX
NETFLIX INC.
+$3.6K
2,300
-1%
增持
AVSU
AMERICAN CENTY ETF TR
-$3.0K
4,050
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
+$691
53,009
-0%
