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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 107 项
建仓 3
增持 57
减持 43
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
99,366
+32%
减持
TSLA
TESLA INC
-$807.9K
1,971
-69%
减持
AMZN
AMAZON COM INC
+$791.0K
33,567
-3%
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
SPEU
SPDR INDEX SHS FDS
-$633.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$598.3K
6,073
-24%
减持
CRM
SALESFORCE INC
-$539.1K
5,251
-36%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$511.5K
8,340
-50%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$364.0K
8,153
-14%
减持
META
META PLATFORMS INC
+$363.4K
7,645
-11%
建仓
SCHW
SCHWAB CHARLES CORP
+$317.7K
5,605
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$309.5K
15,466
清仓
DOW
DOW INC
-$269.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$246.3K
6,072
-24%
减持
NVDA
NVIDIA CORPORATION
+$232.1K
4,639
-26%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$213.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$207.6K
8,370
+8%
减持
INTC
INTEL CORP
-$204.7K
25,715
-21%
清仓
COIN
COINBASE GLOBAL INC
-$203.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$202.8K
42,511
+20%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$202.5K
1,467
增持
GD
GENERAL DYNAMICS CORP
+$200.2K
3,017
+53%
增持
JNJ
JOHNSON & JOHNSON
+$197.1K
4,298
+30%
增持
VYM
VANGUARD WHITEHALL FDS
+$193.6K
6,507
+38%
减持
CSCO
CISCO SYS INC
-$182.2K
19,050
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$177.2K
3,581
+6%
减持
C
CITIGROUP INC
-$154.0K
14,125
-18%
减持
NFLX
NETFLIX INC
+$152.2K
2,642
-10%
减持
PYPL
PAYPAL HLDGS INC
-$147.1K
4,427
-24%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$146.9K
9,261
+11%
增持
PG
PROCTER AND GAMBLE CO
+$138.9K
4,401
+24%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$138.2K
3,732
-38%
增持
T
AT&T INC
-$134.7K
94,105
+11%
增持
COST
COSTCO WHSL CORP NEW
+$132.2K
914
+26%
减持
ALK
ALASKA AIR GROUP INC
-$127.0K
7,381
-40%
减持
GILD
GILEAD SCIENCES INC
-$119.2K
5,290
-17%
增持
F
FORD MTR CO DEL
+$100.4K
20,207
+24%
增持
GM
GENERAL MTRS CO
+$96.0K
18,587
+10%
增持
SBUX
STARBUCKS CORP
+$95.3K
9,567
+17%
减持
QQQ
INVESCO QQQ TR
-$91.5K
2,949
-20%
增持
PFE
PFIZER INC
+$88.3K
27,241
+22%
减持
AAPL
APPLE INC
-$87.8K
29,729
-16%
增持
BAC
BANK AMERICA CORP
+$78.9K
38,749
+7%
减持
CMF
ISHARES TR
-$76.4K
3,818
-25%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$76.1K
716
+1%
增持
—
EXXON MOBIL CORP
+$70.3K
3,510
+26%
减持
WYNN
WYNN RESORTS LTD
-$68.3K
7,064
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$60.5K
5,280
+13%
减持
DEM
WISDOMTREE TR
-$57.0K
7,545
-17%
减持
MRK
MERCK & CO INC
-$53.1K
3,815
-18%
增持
XBI
SPDR SER TR
+$45.7K
4,629
+4%
减持
AAL
AMERICAN AIRLS GROUP INC
-$45.5K
20,640
-27%
减持
WBD
WARNER BROS DISCOVERY INC
-$45.1K
12,566
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$40.9K
2,027
+15%
减持
CL
COLGATE PALMOLIVE CO
-$39.3K
3,030
-17%
增持
SCHA
SCHWAB STRATEGIC TR
+$39.0K
20,466
+0%
增持
DIS
DISNEY WALT CO
+$38.7K
6,211
+21%
减持
SCHV
SCHWAB STRATEGIC TR
+$34.5K
38,275
-1%
增持
KO
COCA COLA CO
+$33.6K
10,701
+9%
增持
NSC
NORFOLK SOUTHN CORP
+$32.9K
2,202
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$32.2K
769
+17%
减持
BSV
VANGUARD BD INDEX FDS
-$32.1K
4,105
-8%
增持
BP
BP PLC
-$31.3K
13,436
+1%
减持
BA
BOEING CO
-$31.1K
4,997
-2%
增持
MO
ALTRIA GROUP INC
+$31.1K
19,745
+2%
增持
ABT
ABBOTT LABS
+$27.1K
3,382
+0%
增持
MMM
3M CO
+$26.0K
6,159
+10%
增持
HD
HOME DEPOT INC
+$22.9K
1,414
+0%
增持
IWO
ISHARES TR
+$22.6K
1,409
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$21.7K
20,451
+10%
减持
GE
GENERAL ELECTRIC CO
+$20.9K
2,169
-5%
增持
CAT
CATERPILLAR INC
+$20.8K
1,142
+0%
增持
CVX
CHEVRON CORP NEW
+$20.6K
3,514
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$19.9K
3,219
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$18.3K
39,021
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$17.9K
2,919
-16%
减持
EWW
ISHARES INC
-$17.4K
9,333
-7%
减持
AGG
ISHARES TR
-$15.6K
3,363
-3%
减持
GOOGL
ALPHABET INC
-$15.3K
21,015
-15%
减持
SCHG
SCHWAB STRATEGIC TR
-$14.6K
3,768
-17%
增持
V
VISA INC
+$14.2K
1,174
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$13.8K
2,620
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$13.2K
15,273
+0%
增持
—
JPMORGAN CHASE & CO
+$12.8K
15,337
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$12.4K
13,812
+5%
减持
CLX
CLOROX CO DEL
-$12.2K
2,392
-4%
增持
QCOM
QUALCOMM INC
+$11.4K
6,647
+9%
增持
IWM
ISHARES TR
+$11.2K
1,236
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$10.7K
503
-2%
增持
XRX
XEROX HOLDINGS CORP
+$10.5K
11,539
+10%
增持
AMGN
AMGEN INC
-$9.9K
1,753
+6%
增持
NOBL
PROSHARES TR
+$8.2K
2,392
+0%
增持
FNDE
SCHWAB STRATEGIC TR
+$7.9K
8,415
+1%
增持
O
REALTY INCOME CORP
-$7.0K
4,093
+3%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$6.8K
87,087
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$6.1K
51,761
-1%
减持
—
WELLS FARGO CO NEW
-$5.9K
20,107
-13%
增持
SLYV
SPDR SER TR
+$5.7K
4,889
+0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$5.1K
19,256
-1%
增持
SCHP
SCHWAB STRATEGIC TR
-$4.9K
6,049
+1%
增持
PEP
PEPSICO INC
+$4.5K
1,185
+0%
增持
EEM
ISHARES TR
+$3.6K
9,413
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.2K
2,264
-15%
增持
PM
PHILIP MORRIS INTL INC
+$3.0K
2,494
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$2.8K
31,968
-1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$2.8K
11,489
+0%
增持
SLB
SCHLUMBERGER LTD
+$811
4,871
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$757
21,631
-1%
