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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 108 项
建仓 9
增持 56
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$5.1M
3,680
-84%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
8,038
-38%
增持
AAPL
APPLE INC
+$1.3M
35,503
+2%
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。
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
3,381
增持
AMZN
AMAZON COM INC
+$967.8K
34,706
+11%
减持
META
META PLATFORMS INC
+$767.1K
8,637
-2%
增持
TSLA
TESLA INC
+$763.8K
6,381
+40%
增持
MSFT
MICROSOFT CORP
+$629.9K
8,026
+14%
减持
CRM
SALESFORCE INC
+$526.4K
8,251
-2%
减持
NVDA
NVIDIA CORPORATION
+$465.8K
6,229
-28%
减持
NFLX
NETFLIX INC
-$428.0K
2,928
-40%
增持
SCHD
SCHWAB STRATEGIC TR
+$389.1K
75,123
+11%
清仓
NKE
NIKE INC
-$341.1K
0
-100%
增持
PFE
PFIZER INC
+$335.2K
22,325
+99%
清仓
ABBV
ABBVIE INC
-$282.9K
0
-100%
清仓
IWN
ISHARES TR
-$275.7K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$272.8K
3,630
建仓
AMD
ADVANCED MICRO DEVICES INC
+$261.1K
2,664
增持
—
INVESCO EXCH TRD SLF IDX FD
+$258.3K
38,093
+48%
建仓
O
REALTY INCOME CORP
+$251.8K
3,976
减持
LMT
LOCKHEED MARTIN CORP
-$234.5K
513
-48%
增持
PG
PROCTER AND GAMBLE CO
+$233.5K
3,557
+83%
减持
SBUX
STARBUCKS CORP
-$224.6K
8,186
-25%
增持
INTC
INTEL CORP
+$219.9K
32,587
+2%
建仓
GS
GOLDMAN SACHS GROUP INC
+$216.0K
660
建仓
PEP
PEPSICO INC
+$215.0K
1,180
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$213.8K
5,849
减持
GOOGL
ALPHABET INC
+$206.1K
24,591
-7%
建仓
COIN
COINBASE GLOBAL INC
+$203.4K
3,010
建仓
—
MEDTRONIC PLC
+$201.6K
2,500
减持
AAL
AMERICAN AIRLS GROUP INC
-$191.4K
28,190
-41%
增持
VZ
VERIZON COMMUNICATIONS INC
+$190.6K
35,438
+18%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$187.3K
9,523
+6%
增持
MMM
3M CO
+$178.2K
5,618
+63%
增持
T
AT&T INC
+$172.0K
84,971
+7%
减持
DAL
DELTA AIR LINES INC DEL
-$169.0K
9,900
-37%
增持
JNJ
JOHNSON & JOHNSON
+$164.5K
3,318
+68%
增持
MO
ALTRIA GROUP INC
+$159.3K
19,348
+26%
增持
CSCO
CISCO SYS INC
+$154.8K
22,340
+5%
增持
MRK
MERCK & CO INC
+$143.8K
4,637
+47%
增持
GM
GENERAL MTRS CO
+$142.2K
16,924
+19%
减持
BA
BOEING CO
-$137.3K
5,114
-20%
减持
GE
GENERAL ELECTRIC CO
-$128.1K
2,273
-45%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$126.4K
6,048
-26%
减持
IBB
ISHARES TR
-$113.9K
4,249
-16%
增持
SCHA
SCHWAB STRATEGIC TR
+$110.2K
20,447
+11%
增持
QCOM
QUALCOMM INC
+$108.2K
6,113
+0%
增持
COST
COSTCO WHSL CORP NEW
+$102.6K
724
+29%
减持
—
EXXON MOBIL CORP
-$99.1K
2,792
-24%
减持
WYNN
WYNN RESORTS LTD
-$92.8K
7,277
-34%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$89.4K
18,556
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$88.8K
38,630
+4%
增持
JPM
JPMORGAN CHASE & CO
+$84.4K
7,749
+12%
增持
BAC
BANK AMERICA CORP
+$80.7K
36,113
+26%
增持
BSV
VANGUARD BD INDEX FDS
+$80.1K
4,475
+29%
增持
F
FORD MTR CO DEL
+$76.9K
16,292
+48%
增持
DIS
DISNEY WALT CO
+$76.5K
5,151
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$62.9K
16,835
-3%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$62.2K
85,660
-8%
减持
XLK
SELECT SECTOR SPDR TR
+$61.6K
3,479
-7%
减持
WBD
WARNER BROS DISCOVERY INC
+$60.4K
13,423
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$58.2K
4,664
-9%
增持
CLX
CLOROX CO DEL
+$58.2K
2,481
+4%
减持
ABT
ABBOTT LABS
-$53.0K
3,374
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$51.9K
15,267
+3%
增持
—
WELLS FARGO CO NEW
-$50.6K
23,115
+4%
减持
GILD
GILEAD SCIENCES INC
-$47.3K
6,350
-5%
减持
SLB
SCHLUMBERGER LTD
-$47.3K
4,856
-9%
增持
C
CITIGROUP INC
+$46.7K
17,152
+2%
增持
AMGN
AMGEN INC
+$45.6K
1,651
+23%
减持
SPEU
SPDR INDEX SHS FDS
+$45.5K
16,654
-2%
增持
KO
COCA COLA CO
+$43.8K
9,847
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$42.2K
13,098
+18%
增持
HD
HOME DEPOT INC
+$41.3K
1,411
+19%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$39.5K
52,271
+3%
增持
GD
GENERAL DYNAMICS CORP
+$36.9K
1,967
+18%
减持
SLYV
SPDR SER TR
-$36.8K
4,879
-11%
减持
EWW
ISHARES INC
+$35.6K
10,041
-12%
增持
DOW
DOW INC
+$32.6K
4,907
+5%
增持
SCHP
SCHWAB STRATEGIC TR
+$31.6K
6,007
+7%
减持
EEM
ISHARES TR
-$30.1K
9,345
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$28.9K
2,915
+20%
增持
CVX
CHEVRON CORP NEW
+$28.3K
3,263
+16%
减持
PYPL
PAYPAL HLDGS INC
+$26.1K
5,827
-0%
增持
AGG
ISHARES TR
+$25.1K
3,463
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$23.7K
21,759
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$23.0K
2,201
+22%
增持
ALK
ALASKA AIR GROUP INC
+$22.2K
12,381
+7%
增持
DEM
WISDOMTREE TR
+$20.7K
9,133
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$20.4K
2,616
-7%
增持
IWO
ISHARES TR
+$17.7K
1,407
+0%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$14.4K
11,476
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
-$14.3K
32,166
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.0K
8,333
+6%
减持
VOO
VANGUARD INDEX FDS
+$13.6K
937
-3%
减持
CAT
CATERPILLAR INC
-$12.8K
1,137
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$12.3K
4,557
-11%
增持
XLV
SELECT SECTOR SPDR TR
-$10.7K
1,762
+0%
增持
XRX
XEROX HOLDINGS CORP
+$9.2K
10,477
+1%
增持
PM
PHILIP MORRIS INTL INC
-$7.3K
2,473
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$6.3K
4,707
+1%
增持
XBI
SPDR SER TR
+$5.4K
4,454
+11%
增持
NOBL
PROSHARES TR
+$4.9K
2,382
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$4.3K
19,394
-1%
减持
IWM
ISHARES TR
+$3.5K
1,235
-1%
减持
BP
BP PLC
-$2.6K
13,323
-8%
减持
—
JPMORGAN CHASE & CO
+$1.9K
15,256
-1%
减持
V
VISA INC
+$76
1,173
-8%
