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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 8
增持 48
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.5M
13,508
+71%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
113,653
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$981.6K
0
-100%
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。
增持
TSLA
TESLA INC
+$655.6K
4,612
+135%
增持
BA
BOEING CO
+$531.9K
6,043
+11%
减持
AAPL
APPLE INC
+$495.4K
25,593
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$495.4K
16,104
-29%
减持
AMZN
AMAZON COM INC
+$489.3K
31,237
-7%
增持
MSFT
MICROSOFT CORP
+$430.9K
6,896
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$376.7K
6,578
+2%
建仓
CL
COLGATE PALMOLIVE CO
+$331.0K
4,153
增持
NVDA
NVIDIA CORPORATION
+$286.8K
4,039
+3%
减持
INTC
INTEL CORP
+$279.3K
22,744
-6%
增持
QCOM
QUALCOMM INC
+$279.3K
7,917
+2%
减持
CRM
SALESFORCE INC
+$270.9K
4,905
-2%
清仓
O
REALTY INCOME CORP
-$246.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$238.7K
8,192
+3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$233.3K
24,422
+25%
建仓
AVGO
BROADCOM INC
+$231.0K
207
清仓
ALK
ALASKA AIR GROUP INC
-$229.2K
0
-100%
减持
NFLX
NETFLIX INC
+$226.9K
2,353
-3%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$226.5K
1,268
增持
SCHV
SCHWAB STRATEGIC TR
+$220.7K
37,812
+0%
建仓
VBR
VANGUARD INDEX FDS
+$220.5K
1,225
建仓
MS
MORGAN STANLEY
+$220.3K
2,363
建仓
ABBV
ABBVIE INC
+$211.6K
1,365
减持
BAC
BANK AMERICA CORP
+$208.6K
39,370
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$207.7K
44,424
-2%
建仓
BTI
BRITISH AMERN TOB PLC
+$206.3K
7,043
建仓
NOC
NORTHROP GRUMMAN CORP
+$202.7K
433
减持
EWW
ISHARES INC
-$198.0K
4,224
-49%
增持
NEE
NEXTERA ENERGY INC
+$186.1K
6,705
+74%
减持
MO
ALTRIA GROUP INC
-$183.0K
17,295
-17%
减持
—
WELLS FARGO CO NEW
+$183.0K
26,281
-3%
清仓
XRX
XEROX HOLDINGS CORP
-$168.5K
0
-100%
减持
C
CITIGROUP INC
+$157.9K
16,612
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$119.3K
8,778
-6%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$118.5K
71,448
-17%
增持
XBI
SPDR SER TR
+$110.3K
4,694
+11%
减持
—
EXXON MOBIL CORP
-$109.5K
2,347
-20%
减持
GM
GENERAL MTRS CO
-$101.9K
14,197
-23%
减持
VOO
VANGUARD INDEX FDS
+$96.6K
2,213
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$94.8K
7,870
+4%
增持
PFE
PFIZER INC
-$91.3K
35,467
+6%
增持
PFF
ISHARES TR
+$90.5K
12,443
+26%
减持
QQQ
INVESCO QQQ TR
+$90.2K
3,071
-6%
增持
TLT
ISHARES TR
+$89.4K
3,255
+24%
增持
NSC
NORFOLK SOUTHN CORP
+$87.4K
2,206
+0%
增持
CAT
CATERPILLAR INC
+$85.6K
1,717
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$82.4K
1,282
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$81.6K
1,969
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$78.7K
2,409
-22%
增持
—
MEDTRONIC PLC
+$75.7K
5,390
+15%
增持
DIS
DISNEY WALT CO
+$74.5K
6,752
+2%
增持
KO
COCA COLA CO
+$74.0K
15,352
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$73.2K
19,571
-5%
增持
COST
COSTCO WHSL CORP NEW
+$72.3K
755
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$67.1K
2,510
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$65.8K
5,610
+10%
增持
MRK
MERCK & CO INC
+$65.7K
4,537
+9%
增持
CVX
CHEVRON CORP NEW
-$64.5K
4,118
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$61.3K
17,056
+2%
增持
IWO
ISHARES TR
+$59.1K
1,486
+5%
减持
RTX
RTX CORPORATION
+$58.4K
8,740
-7%
增持
V
VISA INC
+$56.9K
1,787
+1%
增持
SBUX
STARBUCKS CORP
+$56.3K
10,194
+1%
增持
PG
PROCTER AND GAMBLE CO
+$56.2K
4,911
+8%
增持
IWM
ISHARES TR
+$54.1K
1,270
+12%
减持
F
FORD MTR CO DEL
-$52.2K
16,492
-19%
增持
IWF
ISHARES TR
+$51.5K
1,384
+0%
增持
IWN
ISHARES TR
+$49.8K
2,316
+1%
减持
MMM
3M CO
-$49.5K
4,694
-22%
增持
GILD
GILEAD SCIENCES INC
+$48.5K
7,748
+0%
清仓
JBLU
JETBLUE AWYS CORP
-$48.1K
0
-100%
减持
IBB
ISHARES TR
+$46.0K
3,894
-1%
减持
AMGN
AMGEN INC
+$43.6K
2,739
-1%
增持
CSCO
CISCO SYS INC
-$42.6K
21,223
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$42.1K
12,920
+0%
减持
PYPL
PAYPAL HLDGS INC
-$41.6K
3,442
-20%
减持
CLX
CLOROX CO DEL
-$38.9K
2,480
-17%
增持
BP
BP PLC
-$38.1K
12,056
+0%
减持
T
AT&T INC
+$37.6K
88,797
-8%
减持
SLYV
SPDR SER TR
+$37.5K
4,675
-4%
减持
SLB
SCHLUMBERGER LTD
-$35.7K
4,671
-2%
减持
WYNN
WYNN RESORTS LTD
-$35.4K
6,666
-4%
减持
GD
GENERAL DYNAMICS CORP
+$34.2K
3,221
-11%
减持
SCHW
SCHWAB CHARLES CORP
+$33.5K
4,727
-11%
减持
—
JPMORGAN CHASE & CO
-$32.6K
12,258
-12%
减持
GOOGL
ALPHABET INC
-$32.3K
20,400
-7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$30.6K
32,379
+0%
增持
IWD
ISHARES TR
+$29.1K
2,150
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$28.1K
31,831
-5%
减持
SCHP
SCHWAB STRATEGIC TR
-$27.7K
5,567
-12%
减持
GE
GENERAL ELECTRIC CO
+$27.6K
1,791
-1%
减持
EEM
ISHARES TR
-$25.1K
10,608
-11%
增持
JNJ
JOHNSON & JOHNSON
+$22.1K
5,071
+2%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$20.2K
11,104
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$19.4K
4,540
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$17.6K
22,383
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.2K
8,161
+0%
增持
FNDE
SCHWAB STRATEGIC TR
+$15.6K
8,704
+3%
减持
AAL
AMERICAN AIRLS GROUP INC
+$12.7K
19,140
-2%
减持
DEM
WISDOMTREE TR
+$11.5K
7,029
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$10.3K
3,233
-16%
减持
XLV
SELECT SECTOR SPDR TR
+$7.8K
1,881
-3%
减持
WBD
WARNER BROS DISCOVERY INC
-$7.3K
11,110
-10%
增持
PM
PHILIP MORRIS INTL INC
+$6.0K
2,540
+1%
减持
NOBL
PROSHARES TR
-$6.0K
2,173
-10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$5.4K
13,922
+0%
减持
ABT
ABBOTT LABS
+$5.1K
3,996
-11%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$4.4K
13,743
-1%
减持
HD
HOME DEPOT INC
+$4.3K
1,560
-12%
减持
BSV
VANGUARD BD INDEX FDS
+$3.3K
3,071
-1%
减持
XLU
SELECT SECTOR SPDR TR
+$960
3,845
-7%
