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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 106 项
建仓 19
增持 58
减持 25
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$5.3M
23,563
+528%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
12,931
+253%
建仓
AMZN
AMAZON COM INC
+$2.6M
31,154
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
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
67,605
+12%
建仓
BAC
BANK AMERICA CORP
+$952.1K
28,748
建仓
JPM
JPMORGAN CHASE & CO
+$925.3K
6,900
减持
GOOGL
ALPHABET INC
-$564.7K
26,500
-13%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$520.3K
8,995
+5%
增持
BA
BOEING CO
+$457.7K
6,424
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$436.7K
8,181
-47%
增持
TSLA
TESLA INC
-$407.0K
4,546
+25%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$398.8K
2,823
清仓
CAH
CARDINAL HEALTH INC
-$391.0K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$353.5K
37,027
+4%
建仓
MRK
MERCK & CO INC
+$349.5K
3,150
建仓
GE
GENERAL ELECTRIC CO
+$345.4K
4,122
建仓
NKE
NIKE INC
+$341.1K
2,915
建仓
VOO
VANGUARD INDEX FDS
+$339.0K
965
建仓
PG
PROCTER AND GAMBLE CO
+$295.4K
1,949
减持
PYPL
PAYPAL HLDGS INC
-$294.6K
5,847
-29%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$294.3K
7,852
+15%
建仓
SLB
SCHLUMBERGER LTD
+$285.7K
5,345
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$276.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$273.0K
1,140
建仓
BSV
VANGUARD BD INDEX FDS
+$262.2K
3,482
增持
CSCO
CISCO SYS INC
+$262.0K
21,264
+13%
减持
NFLX
NETFLIX INC
+$258.6K
4,882
-3%
增持
WYNN
WYNN RESORTS LTD
+$246.2K
11,000
+5%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$239.3K
711
建仓
DOW
DOW INC
+$236.4K
4,692
增持
VYM
VANGUARD WHITEHALL FDS
+$226.9K
4,648
+60%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$222.0K
0
-100%
减持
T
AT&T INC
+$220.7K
79,506
-2%
减持
—
EXXON MOBIL CORP
-$218.8K
3,674
-49%
建仓
IWM
ISHARES TR
+$216.7K
1,243
建仓
NOBL
PROSHARES TR
+$212.4K
2,360
建仓
FNDE
SCHWAB STRATEGIC TR
+$206.8K
8,343
增持
—
INVESCO EXCH TRD SLF IDX FD
+$206.4K
50,638
+24%
增持
SBUX
STARBUCKS CORP
+$195.0K
10,857
+4%
增持
PFE
PFIZER INC
+$188.6K
11,234
+27%
增持
MSFT
MICROSOFT CORP
+$186.1K
7,022
+9%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$183.2K
17,374
+3%
增持
QCOM
QUALCOMM INC
+$153.8K
6,110
+33%
建仓
XRX
XEROX HOLDINGS CORP
+$152.1K
10,420
增持
MMM
3M CO
+$142.3K
3,438
+40%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$142.0K
5,103
+12%
增持
EWW
ISHARES INC
+$132.2K
11,368
+17%
增持
IBB
ISHARES TR
+$131.8K
5,048
+11%
增持
HD
HOME DEPOT INC
+$131.2K
1,188
+34%
减持
XLE
SELECT SECTOR SPDR TR
-$130.5K
2,430
-49%
增持
BP
BP PLC
+$130.1K
14,546
+10%
建仓
F
FORD MTR CO DEL
+$128.3K
11,035
增持
KO
COCA COLA CO
+$127.0K
8,914
+14%
增持
SPEU
SPDR INDEX SHS FDS
+$126.9K
16,946
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$123.1K
25,680
+30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$108.5K
30,141
-12%
减持
INTC
INTEL CORP
-$107.3K
31,961
-13%
减持
NVDA
NVIDIA CORPORATION
+$106.5K
8,653
-9%
增持
C
CITIGROUP INC
+$102.6K
16,750
+7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$96.3K
31,409
-16%
增持
AMGN
AMGEN INC
+$93.6K
1,347
+17%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$92.4K
93,526
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$91.7K
3,726
+19%
增持
META
META PLATFORMS INC
-$91.6K
8,837
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$90.7K
15,663
+4%
增持
JNJ
JOHNSON & JOHNSON
+$81.8K
1,980
+21%
增持
ABT
ABBOTT LABS
+$77.6K
3,595
+10%
增持
DEM
WISDOMTREE TR
+$77.0K
9,120
+20%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$68.5K
19,117
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$67.2K
18,444
+3%
增持
GD
GENERAL DYNAMICS CORP
+$61.0K
1,661
+0%
增持
AAL
AMERICAN AIRLS GROUP INC
+$60.3K
47,740
+5%
增持
CLX
CLOROX CO DEL
+$56.4K
2,383
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$52.7K
5,123
+23%
减持
GILD
GILEAD SCIENCES INC
-$51.8K
6,688
-34%
减持
WBD
WARNER BROS DISCOVERY INC
-$50.7K
15,013
-11%
减持
SCHF
SCHWAB STRATEGIC TR
+$50.4K
14,883
-2%
增持
CRM
SALESFORCE INC
-$46.0K
8,462
+4%
增持
IWD
ISHARES TR
+$44.7K
2,148
+4%
增持
DIS
DISNEY WALT CO
+$42.3K
5,056
+20%
增持
SLYV
SPDR SER TR
+$40.5K
5,504
+0%
增持
V
VISA INC
+$38.4K
1,273
+0%
增持
EEM
ISHARES TR
+$37.9K
10,524
+2%
减持
ABBV
ABBVIE INC
+$36.9K
1,750
-4%
减持
ALK
ALASKA AIR GROUP INC
+$36.3K
11,581
-2%
增持
—
WELLS FARGO CO NEW
+$35.7K
22,152
+1%
增持
AAPL
APPLE INC
-$34.9K
34,904
+6%
减持
XBI
SPDR SER TR
-$33.0K
4,024
-13%
增持
GM
GENERAL MTRS CO
+$31.6K
14,228
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$26.8K
1,758
+0%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$26.3K
11,379
+6%
减持
—
JPMORGAN CHASE & CO
+$25.7K
15,479
-0%
增持
IWN
ISHARES TR
+$22.7K
1,988
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$20.4K
5,607
+8%
减持
MO
ALTRIA GROUP INC
+$20.0K
15,402
-9%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$19.1K
19,580
+1%
减持
SCHE
SCHWAB STRATEGIC TR
+$18.8K
21,538
-2%
增持
IWF
ISHARES TR
+$16.3K
1,383
+4%
减持
JBLU
JETBLUE AWYS CORP
-$12.3K
10,450
-13%
增持
IWO
ISHARES TR
+$11.6K
1,406
+0%
减持
PM
PHILIP MORRIS INTL INC
+$7.8K
2,448
-15%
减持
CVX
CHEVRON CORP NEW
+$5.1K
2,808
-19%
增持
COST
COSTCO WHSL CORP NEW
-$3.8K
563
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.4K
11,094
+0%
减持
AGG
ISHARES TR
-$1.1K
3,298
-1%
