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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 112 项
建仓 8
增持 53
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.3M
25,886
-13%
减持
META
META PLATFORMS INC
-$895.6K
4,325
-43%
增持
VOO
VANGUARD INDEX FDS
+$488.1K
2,215
+136%
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
RSP
INVESCO EXCHANGE TRADED FD T
-$392.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$365.1K
22,050
+5%
增持
AMGN
AMGEN INC
+$356.1K
2,773
+58%
增持
SCHD
SCHWAB STRATEGIC TR
+$338.8K
106,766
+7%
清仓
AGG
ISHARES TR
-$329.5K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$319.2K
8,142
建仓
IWN
ISHARES TR
+$310.0K
2,287
建仓
VB
VANGUARD INDEX FDS
+$302.8K
1,602
建仓
PFF
ISHARES TR
+$297.5K
9,869
增持
—
WELLS FARGO CO NEW
+$252.4K
27,180
+35%
减持
NVDA
NVIDIA CORPORATION
-$248.9K
3,939
-15%
减持
NFLX
NETFLIX INC
-$245.1K
2,433
-8%
建仓
XLU
SELECT SECTOR SPDR TR
+$242.5K
4,116
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$235.4K
4,539
清仓
CL
COLGATE PALMOLIVE CO
-$233.5K
0
-100%
建仓
TLT
ISHARES TR
+$232.4K
2,620
清仓
LMT
LOCKHEED MARTIN CORP
-$231.7K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$221.7K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$221.2K
3,861
清仓
PEP
PEPSICO INC
-$219.5K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$218.7K
5,107
-39%
清仓
CMF
ISHARES TR
-$217.4K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$202.5K
0
-100%
增持
KO
COCA COLA CO
+$186.3K
14,839
+39%
增持
GILD
GILEAD SCIENCES INC
+$171.5K
7,729
+46%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$164.3K
7,880
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$164.1K
1,274
+66%
减持
ALK
ALASKA AIR GROUP INC
-$163.3K
6,181
-16%
增持
RTX
RTX CORPORATION
+$159.8K
9,407
+78%
增持
GD
GENERAL DYNAMICS CORP
+$153.0K
3,630
+20%
增持
—
MEDTRONIC PLC
+$148.0K
4,700
+88%
增持
CAT
CATERPILLAR INC
+$141.2K
1,547
+35%
减持
SCHV
SCHWAB STRATEGIC TR
-$138.0K
37,696
-2%
增持
V
VISA INC
+$129.6K
1,775
+51%
增持
CSCO
CISCO SYS INC
+$129.2K
20,738
+9%
增持
CVX
CHEVRON CORP NEW
+$125.8K
4,026
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$120.9K
3,831
+7%
减持
AAL
AMERICAN AIRLS GROUP INC
-$120.0K
19,540
-5%
减持
AMZN
AMAZON COM INC
-$118.9K
33,487
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$114.2K
46,236
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$113.9K
45,266
+6%
增持
PFE
PFIZER INC
+$113.2K
33,537
+23%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$109.7K
33,523
-14%
减持
GM
GENERAL MTRS CO
-$104.9K
18,558
-0%
减持
WYNN
WYNN RESORTS LTD
-$103.4K
6,955
-2%
增持
HD
HOME DEPOT INC
+$97.0K
1,775
+26%
减持
EWW
ISHARES INC
-$95.8K
8,322
-11%
增持
MSFT
MICROSOFT CORP
+$94.4K
6,848
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$93.6K
7,586
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$91.6K
2,537
-13%
减持
CRM
SALESFORCE INC
-$89.5K
5,029
-4%
增持
EEM
ISHARES TR
+$79.3K
11,901
+26%
增持
QQQ
INVESCO QQQ TR
+$77.9K
3,259
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$77.2K
9,383
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$77.0K
3,103
-24%
减持
XBI
SPDR SER TR
-$76.3K
4,229
-9%
增持
QCOM
QUALCOMM INC
+$74.4K
7,795
+17%
减持
COST
COSTCO WHSL CORP NEW
-$66.1K
754
-18%
增持
ABT
ABBOTT LABS
+$66.0K
4,489
+33%
增持
NSC
NORFOLK SOUTHN CORP
-$65.3K
2,204
+0%
减持
JPM
JPMORGAN CHASE & CO
-$62.5K
7,963
-5%
增持
JNJ
JOHNSON & JOHNSON
+$61.4K
4,961
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$57.6K
6,432
+6%
减持
IBB
ISHARES TR
-$56.5K
3,949
-7%
减持
MMM
3M CO
-$53.7K
6,011
-2%
增持
F
FORD MTR CO DEL
-$52.5K
20,392
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$52.2K
85,660
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$49.3K
2,029
-10%
增持
T
AT&T INC
-$48.6K
96,698
+3%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$47.6K
13,920
-10%
增持
C
CITIGROUP INC
+$46.3K
16,936
+20%
增持
SCHA
SCHWAB STRATEGIC TR
-$45.1K
20,554
+0%
减持
PYPL
PAYPAL HLDGS INC
-$42.5K
4,327
-2%
减持
SLB
SCHLUMBERGER LTD
+$39.5K
4,782
-2%
减持
GE
GENERAL ELECTRIC CO
-$37.3K
1,818
-16%
减持
—
EXXON MOBIL CORP
-$32.3K
2,927
-17%
减持
IWM
ISHARES TR
-$30.7K
1,136
-8%
减持
SCHW
SCHWAB CHARLES CORP
-$25.9K
5,314
-5%
减持
TSLA
TESLA INC
-$25.5K
1,960
-1%
减持
SLYV
SPDR SER TR
-$25.4K
4,864
-1%
增持
SBUX
STARBUCKS CORP
-$25.3K
10,107
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$24.6K
16,759
+10%
减持
WBD
WARNER BROS DISCOVERY INC
-$23.9K
12,310
-2%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$22.6K
11,055
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$20.3K
1,932
-5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$19.6K
19,498
+1%
减持
XLE
SELECT SECTOR SPDR TR
+$19.4K
3,106
-4%
增持
DIS
DISNEY WALT CO
-$19.3K
6,603
+6%
减持
DEM
WISDOMTREE TR
-$14.3K
7,323
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$13.9K
22,772
+11%
增持
MO
ALTRIA GROUP INC
-$13.7K
20,945
+6%
增持
NOBL
PROSHARES TR
-$12.7K
2,403
+0%
增持
CLX
CLOROX CO DEL
+$12.2K
2,995
+25%
增持
BA
BOEING CO
-$11.9K
5,443
+9%
增持
MRK
MERCK & CO INC
-$11.2K
4,166
+9%
增持
PM
PHILIP MORRIS INTL INC
-$10.6K
2,516
+1%
减持
BP
BP PLC
-$9.3K
12,005
-11%
减持
—
JPMORGAN CHASE & CO
-$7.9K
13,907
-9%
增持
DAL
DELTA AIR LINES INC DEL
+$7.0K
12,909
+30%
增持
BAC
BANK AMERICA CORP
+$5.3K
40,796
+5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$4.7K
32,264
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$4.5K
22,442
+4%
增持
PG
PROCTER AND GAMBLE CO
-$4.4K
4,548
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.9K
3,830
+2%
减持
INTC
INTEL CORP
+$3.6K
24,291
-6%
减持
XRX
XEROX HOLDINGS CORP
-$3.3K
10,737
-7%
增持
O
REALTY INCOME CORP
+$1.7K
4,934
+21%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.3K
13,890
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.2K
6,305
+4%