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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 104 项
建仓 2
增持 36
减持 49
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
AMZN
AMAZON COM INC
-$5.8M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
3,660
-56%
减持
QQQ
INVESCO QQQ TR
-$1.2M
3,752
-52%
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。
清仓
JPM
JPMORGAN CHASE & CO
-$738.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$598.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$531.0K
0
-100%
减持
INTC
INTEL CORP
-$507.0K
36,929
-5%
减持
T
AT&T INC
-$473.0K
81,003
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$453.0K
34,128
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$416.0K
57,012
-26%
增持
GOOGL
ALPHABET INC
-$413.0K
30,330
+1893%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$339.0K
8,564
-6%
清仓
GE
GENERAL ELECTRIC CO
-$329.0K
0
-100%
建仓
IWD
ISHARES TR
+$281.0K
2,064
建仓
IWF
ISHARES TR
+$280.0K
1,333
增持
SCHD
SCHWAB STRATEGIC TR
-$270.0K
60,135
+1%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$266.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$253.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$246.0K
0
-100%
清仓
IWM
ISHARES TR
-$227.0K
0
-100%
清仓
NKE
NIKE INC
-$219.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$209.0K
0
-100%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$208.0K
0
-100%
清仓
FNDE
SCHWAB STRATEGIC TR
-$208.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.0K
0
-100%
清仓
NOBL
PROSHARES TR
-$201.0K
0
-100%
减持
IWO
ISHARES TR
-$199.0K
1,402
-41%
减持
CRM
SALESFORCE INC
-$195.0K
8,119
-2%
增持
ALK
ALASKA AIR GROUP INC
+$189.0K
11,781
+74%
清仓
XRX
XEROX HOLDINGS CORP
-$167.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$163.0K
18,379
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$157.0K
35,731
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$156.0K
41,000
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$149.0K
6,836
+0%
增持
PYPL
PAYPAL HLDGS INC
+$146.0K
8,265
+2%
减持
BA
BOEING CO
-$140.0K
6,324
-5%
增持
CSCO
CISCO SYS INC
+$132.0K
18,782
+29%
减持
LMT
LOCKHEED MARTIN CORP
-$129.0K
980
-17%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$128.0K
16,911
-2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$124.0K
15,555
+16%
减持
GM
GENERAL MTRS CO
-$122.0K
13,922
-22%
增持
NVDA
NVIDIA CORPORATION
-$119.0K
9,542
+13%
减持
FPE
FIRST TR EXCH TRADED FD III
-$116.0K
37,360
-13%
增持
MSFT
MICROSOFT CORP
-$115.0K
6,433
+2%
减持
PFE
PFIZER INC
-$110.0K
8,836
-7%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$109.0K
16,069
-75%
减持
NFLX
NETFLIX INC
+$107.0K
5,015
-18%
增持
DAL
DELTA AIR LINES INC DEL
+$102.0K
15,109
+36%
减持
EWW
ISHARES INC
-$93.0K
9,717
-13%
增持
SBUX
STARBUCKS CORP
+$92.0K
10,473
+1%
减持
SPEU
SPDR INDEX SHS FDS
-$92.0K
15,996
-5%
减持
DEM
WISDOMTREE TR
-$88.0K
7,621
-16%
减持
SCHE
SCHWAB STRATEGIC TR
-$86.0K
21,932
-4%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$83.0K
0
-100%
减持
KO
COCA COLA CO
-$80.0K
7,853
-5%
减持
—
EXXON MOBIL CORP
-$78.0K
7,143
-13%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$69.0K
95,795
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$65.0K
15,235
-3%
增持
QCOM
QUALCOMM INC
-$64.0K
4,580
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$63.0K
4,552
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$62.0K
4,764
-16%
减持
ABT
ABBOTT LABS
-$60.0K
3,277
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$56.0K
3,131
-7%
增持
AAL
AMERICAN AIRLS GROUP INC
+$55.0K
45,440
+17%
减持
XLV
SELECT SECTOR SPDR TR
-$50.0K
1,753
-14%
减持
WBD
WARNER BROS DISCOVERY INC
-$49.0K
16,785
-7%
减持
JBLU
JETBLUE AWYS CORP
-$49.0K
12,050
-22%
增持
C
CITIGROUP INC
-$49.0K
15,710
+3%
减持
CVX
CHEVRON CORP NEW
-$49.0K
3,472
-8%
减持
BP
BP PLC
-$48.0K
13,236
-12%
减持
CAH
CARDINAL HEALTH INC
-$45.0K
5,869
-30%
减持
MO
ALTRIA GROUP INC
-$44.0K
16,929
-3%
减持
AMGN
AMGEN INC
-$44.0K
1,155
-8%
增持
PM
PHILIP MORRIS INTL INC
-$42.0K
2,888
+1%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$37.0K
19,382
+5%
减持
WYNN
WYNN RESORTS LTD
+$35.0K
10,488
-4%
增持
TSLA
TESLA INC
-$34.0K
3,645
+145%
增持
EEM
ISHARES TR
-$34.0K
10,355
+5%
增持
ABBV
ABBVIE INC
-$33.0K
1,831
+1%
减持
V
VISA INC
-$33.0K
1,272
-3%
增持
MMM
3M CO
-$32.0K
2,448
+5%
减持
—
WELLS FARGO CO NEW
-$28.0K
21,849
-6%
增持
SLYV
SPDR SER TR
-$28.0K
5,481
+0%
减持
DIS
DISNEY WALT CO
-$28.0K
4,209
-6%
增持
IWN
ISHARES TR
+$27.0K
1,961
+18%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$27.0K
10,771
-3%
增持
CLX
CLOROX CO DEL
-$25.0K
2,166
+1%
增持
JNJ
JOHNSON & JOHNSON
-$21.0K
1,639
+1%
增持
—
JPMORGAN CHASE & CO
+$18.0K
15,508
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$18.0K
2,910
+1%
增持
META
META PLATFORMS INC
-$17.0K
8,512
+17%
减持
GILD
GILEAD SCIENCES INC
-$17.0K
10,151
-2%
增持
SCHA
SCHWAB STRATEGIC TR
-$16.0K
17,989
+1%
增持
SCHP
SCHWAB STRATEGIC TR
-$16.0K
5,212
+2%
增持
GD
GENERAL DYNAMICS CORP
-$14.0K
1,654
+0%
减持
XBI
SPDR SER TR
-$12.0K
4,624
-9%
减持
COST
COSTCO WHSL CORP NEW
-$12.0K
553
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$7.0K
19,758
-0%
增持
HD
HOME DEPOT INC
+$7.0K
885
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$6.0K
4,154
+1%
增持
AGG
ISHARES TR
+$4.0K
3,329
+7%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$4.0K
11,042
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.0K
4,683
+0%
减持
AAPL
APPLE INC
-$4.0K
33,069
-1%