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Coastwise Capital Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Coastwise Capital Group, LLC
报告期 2026-03-31 · CIK 0001934500
持仓数
128
前50大市值合计
$148.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 107 项
建仓 13
增持 66
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
8,253
+252%
增持
QQQ
INVESCO QQQ TR
+$1.7M
7,773
+491%
增持
AMZN
AMAZON COM INC
-$1.7M
55,074
+2287%
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
—
INVESCO EXCH TRD SLF IDX FD
-$842.0K
76,652
-34%
建仓
JPM
JPMORGAN CHASE & CO
+$738.0K
6,551
建仓
BAC
BK OF AMERICA CORP
+$598.0K
19,214
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$409.0K
13,450
+105%
减持
CRM
SALESFORCE INC
-$395.0K
8,259
-0%
建仓
AGG
ISHARES TR
+$317.0K
3,117
建仓
MMM
3M CO
+$302.0K
2,336
建仓
CMF
ISHARES TR
+$289.0K
5,118
建仓
SCHP
SCHWAB STRATEGIC TR
+$286.0K
5,123
增持
C
CITIGROUP INC
+$274.0K
15,297
+90%
增持
PYPL
PAYPAL HLDGS INC
-$267.0K
8,097
+13%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$266.0K
726
建仓
XLV
SELECT SECTOR SPDR TR
+$262.0K
2,046
清仓
SLB
SCHLUMBERGER LTD
-$250.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$242.0K
18,036
增持
TSLA
TESLA INC
-$241.0K
1,487
+29%
清仓
CPB
CAMPBELL SOUP CO
-$239.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$238.0K
3,784
-22%
建仓
HD
HOME DEPOT INC
+$237.0K
863
建仓
IWN
ISHARES TR
+$226.0K
1,661
增持
MSFT
MICROSOFT CORP
+$226.0K
6,281
+40%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$221.0K
0
-100%
清仓
PENN
PENN NATL GAMING INC
-$219.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$218.0K
8,421
+117%
清仓
DOW
DOW INC
-$214.0K
0
-100%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$208.0K
4,993
建仓
FNDE
SCHWAB STRATEGIC TR
+$208.0K
8,035
清仓
IDV
ISHARES TR
-$206.0K
0
-100%
增持
NFLX
NETFLIX INC
-$199.0K
6,143
+81%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$156.0K
9,092
+19%
增持
BA
BOEING CO
-$143.0K
6,626
+21%
增持
SCHV
SCHWAB STRATEGIC TR
-$143.0K
36,019
+8%
增持
—
WELLS FARGO CO NEW
-$141.0K
23,156
+7%
增持
GE
GENERAL ELECTRIC CO
-$140.0K
5,170
+1%
增持
AAPL
APPLE INC
+$139.0K
33,458
+32%
增持
IWO
ISHARES TR
+$138.0K
2,372
+73%
增持
CSCO
CISCO SYS INC
-$130.0K
14,511
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$129.0K
34,462
+8%
减持
—
EXXON MOBIL CORP
-$125.0K
8,195
-18%
减持
KO
COCA COLA CO
-$113.0K
8,263
-19%
增持
T
AT&T INC
-$108.0K
81,875
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$107.0K
17,181
+5%
增持
WYNN
WYNN RESORTS LTD
-$106.0K
10,980
+20%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$103.0K
97,850
+1%
减持
XBI
SPDR SER TR
-$102.0K
5,104
-5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$99.0K
18,531
+22%
增持
SPEU
SPDR INDEX SHS FDS
-$93.0K
16,836
+1%
增持
EWW
ISHARES INC
-$92.0K
11,225
+0%
增持
SBUX
STARBUCKS CORP
+$89.0K
10,338
+34%
增持
MO
ALTRIA GROUP INC
-$87.0K
17,431
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.0K
6,810
+1%
增持
ALK
ALASKA AIR GROUP INC
-$81.0K
6,781
+12%
减持
AMGN
AMGEN INC
-$69.0K
1,250
-19%
减持
CAH
CARDINAL HEALTH INC
-$68.0K
8,335
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$68.0K
59,546
+12%
减持
IWM
ISHARES TR
-$67.0K
1,338
-7%
增持
PFE
PFIZER INC
+$65.0K
9,484
+14%
增持
FPE
FIRST TR EXCH TRADED FD III
-$65.0K
42,961
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$64.0K
5,665
-8%
增持
SLYV
SPDR SER TR
-$60.0K
5,474
+0%
增持
XRX
XEROX HOLDINGS CORP
-$59.0K
11,237
+0%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$56.0K
65,083
+4%
增持
DEM
WISDOMTREE TR
-$55.0K
9,085
+2%
减持
—
JPMORGAN CHASE & CO
-$54.0K
15,438
-7%
增持
DIS
DISNEY WALT CO
-$54.0K
4,499
+29%
增持
SCHG
SCHWAB STRATEGIC TR
-$53.0K
4,110
+6%
增持
XLK
SELECT SECTOR SPDR TR
-$51.0K
3,367
+12%
增持
IBB
ISHARES TR
+$44.0K
4,543
+21%
增持
EEM
ISHARES TR
-$43.0K
9,855
+2%
减持
MRK
MERCK & CO INC
+$42.0K
5,828
-2%
增持
QCOM
QUALCOMM INC
-$42.0K
4,557
+12%
增持
AAL
AMERICAN AIRLS GROUP INC
-$37.0K
38,790
+34%
增持
GOOGL
ALPHABET INC
+$36.0K
1,522
+29%
减持
ABBV
ABBVIE INC
-$33.0K
1,819
-6%
增持
ABT
ABBOTT LABS
-$33.0K
3,472
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$32.0K
17,856
+16%
增持
SCHE
SCHWAB STRATEGIC TR
+$31.0K
22,748
+16%
增持
GD
GENERAL DYNAMICS CORP
-$31.0K
1,648
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$29.0K
48,283
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$28.0K
4,533
+10%
增持
VYM
VANGUARD WHITEHALL FDS
-$28.0K
2,889
+1%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$27.0K
11,100
-5%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$27.0K
4,681
-10%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$26.0K
11,128
+1%
增持
CAT
CATERPILLAR INC
-$26.0K
1,129
+10%
增持
NOBL
PROSHARES TR
-$22.0K
2,356
+0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$22.0K
2,283
-0%
减持
PM
PHILIP MORRIS INTL INC
-$18.0K
2,855
-11%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$17.0K
19,766
-2%
增持
NKE
NIKE INC
-$16.0K
2,147
+23%
减持
JNJ
JOHNSON & JOHNSON
-$16.0K
1,630
-5%
增持
COST
COSTCO WHSL CORP NEW
-$16.0K
569
+13%
减持
GILD
GILEAD SCIENCES INC
+$16.0K
10,410
-1%
增持
BP
BP PLC
+$16.0K
15,034
+8%
增持
SCHF
SCHWAB STRATEGIC TR
-$15.0K
15,715
+13%
增持
LMT
LOCKHEED MARTIN CORP
-$13.0K
1,182
+0%
增持
GM
GENERAL MTRS CO
-$13.0K
17,906
+35%
增持
META
META PLATFORMS INC
+$13.0K
7,271
+40%
增持
V
VISA INC
+$12.0K
1,315
+18%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$7.0K
10,956
-1%
增持
INTC
INTEL CORP
+$5.0K
39,003
+33%
增持
CLX
CLOROX CO DEL
+$5.0K
2,153
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$4.0K
6,684
+16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$0
19,093
-5%
