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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 119 项
建仓 12
增持 59
减持 45
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$1.6M
3,957
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.3M
9,541
-29%
增持
PFE
PFIZER INC
+$848.9K
67,387
+90%
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
SCHD
SCHWAB STRATEGIC TR
+$781.7K
117,005
+3%
增持
AAPL
APPLE INC
+$610.2K
32,293
+26%
减持
META
META PLATFORMS INC
+$559.8K
4,305
-0%
建仓
AGG
ISHARES TR
+$457.9K
4,676
减持
BA
BOEING CO
-$413.8K
6,018
-0%
增持
GOOGL
ALPHABET INC
+$403.3K
21,531
+6%
增持
AAL
AMERICAN AIRLS GROUP INC
+$313.3K
37,540
+96%
清仓
—
JPMORGAN CHASE & CO
-$310.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$297.4K
5,960
-32%
建仓
XRX
XEROX HOLDINGS CORP
+$290.7K
16,239
减持
AMZN
AMAZON COM INC
-$287.2K
24,720
-21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$286.5K
20,521
+27%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$268.8K
1,587
增持
BAC
BANK AMERICA CORP
+$255.1K
41,685
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$249.5K
6,454
-2%
减持
MSFT
MICROSOFT CORP
+$247.3K
6,751
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$238.4K
2,929
+49%
建仓
FNDA
SCHWAB STRATEGIC TR
+$236.8K
4,153
增持
SCHV
SCHWAB STRATEGIC TR
+$235.9K
37,991
+0%
增持
C
CITIGROUP INC
+$231.6K
17,175
+3%
增持
DAL
DELTA AIR LINES INC DEL
+$228.4K
15,629
+21%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$226.5K
0
-100%
建仓
GIS
GENERAL MLS INC
+$224.3K
3,205
建仓
MA
MASTERCARD INCORPORATED
+$222.1K
461
建仓
ALK
ALASKA AIR GROUP INC
+$217.1K
5,051
建仓
FNDX
SCHWAB STRATEGIC TR
+$217.1K
3,222
减持
—
WELLS FARGO CO NEW
+$211.9K
25,974
-1%
建仓
DOW
DOW INC
+$208.6K
3,601
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$208.5K
3,745
-2%
清仓
BTI
BRITISH AMERN TOB PLC
-$206.3K
0
-100%
增持
CSCO
CISCO SYS INC
+$206.0K
25,610
+21%
建仓
O
REALTY INCOME CORP
+$203.6K
3,763
建仓
XLF
SELECT SECTOR SPDR TR
+$203.4K
4,829
减持
VZ
VERIZON COMMUNICATIONS INC
+$188.8K
44,413
-0%
减持
QQQ
INVESCO QQQ TR
-$148.7K
2,498
-19%
增持
BP
BP PLC
+$147.1K
15,229
+26%
减持
XLK
SELECT SECTOR SPDR TR
-$139.9K
1,648
-34%
减持
DIS
DISNEY WALT CO
+$139.6K
6,123
-9%
增持
SCHW
SCHWAB CHARLES CORP
+$133.3K
6,339
+34%
增持
F
FORD MTR CO DEL
+$130.3K
24,952
+51%
增持
PM
PHILIP MORRIS INTL INC
+$127.0K
3,995
+57%
减持
AMGN
AMGEN INC
-$122.8K
2,343
-14%
减持
CAT
CATERPILLAR INC
+$119.6K
1,712
-0%
增持
INTC
INTEL CORP
-$113.3K
23,310
+2%
减持
RTX
RTX CORPORATION
+$113.1K
8,700
-0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$111.5K
26,762
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$110.7K
8,176
+4%
增持
SBUX
STARBUCKS CORP
+$104.8K
11,856
+16%
减持
MRK
MERCK & CO INC
+$102.0K
4,522
-0%
增持
NEE
NEXTERA ENERGY INC
+$101.7K
7,964
+19%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$97.8K
3,919
-30%
增持
T
AT&T INC
+$93.4K
89,965
+1%
增持
—
EXXON MOBIL CORP
+$91.0K
2,801
+19%
减持
GM
GENERAL MTRS CO
+$84.1K
13,101
-8%
增持
MMM
3M CO
+$81.3K
5,604
+19%
增持
CVX
CHEVRON CORP NEW
+$80.0K
4,402
+7%
增持
WYNN
WYNN RESORTS LTD
+$75.2K
6,676
+0%
减持
GD
GENERAL DYNAMICS CORP
-$67.3K
2,722
-15%
减持
CRM
SALESFORCE INC
+$66.1K
4,505
-8%
增持
HD
HOME DEPOT INC
+$59.6K
1,565
+0%
增持
MO
ALTRIA GROUP INC
+$59.2K
17,352
+0%
减持
EWW
ISHARES INC
-$57.1K
3,311
-22%
增持
EEM
ISHARES TR
+$52.6K
11,663
+10%
减持
VOO
VANGUARD INDEX FDS
+$50.4K
2,115
-4%
建仓
—
NEW YORK CMNTY BANCORP INC
+$48.3K
15,000
减持
QCOM
QUALCOMM INC
+$46.8K
7,039
-11%
增持
GILD
GILEAD SCIENCES INC
-$46.0K
7,941
+2%
增持
AVGO
BROADCOM INC
+$45.9K
209
+1%
减持
ABT
ABBOTT LABS
-$44.8K
3,476
-13%
增持
V
VISA INC
+$43.7K
1,823
+2%
减持
IWF
ISHARES TR
+$42.9K
1,372
-1%
减持
CL
COLGATE PALMOLIVE CO
+$42.3K
4,145
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$41.2K
2,208
+0%
增持
PYPL
PAYPAL HLDGS INC
+$39.3K
3,742
+9%
增持
XBI
SPDR SER TR
+$39.1K
4,829
+3%
增持
ABBV
ABBVIE INC
+$38.7K
1,374
+1%
减持
WBD
WARNER BROS DISCOVERY INC
-$37.5K
10,182
-8%
减持
NFLX
NETFLIX INC
+$36.8K
1,947
-17%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$36.8K
72,083
+1%
减持
PG
PROCTER AND GAMBLE CO
+$35.9K
4,657
-5%
减持
GS
GOLDMAN SACHS GROUP INC
+$35.8K
1,270
-1%
增持
VBR
VANGUARD INDEX FDS
+$35.1K
1,332
+9%
减持
SCHF
SCHWAB STRATEGIC TR
+$34.4K
17,037
-0%
增持
PFF
ISHARES TR
+$32.7K
13,057
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$31.2K
33,189
+4%
增持
XLU
SELECT SECTOR SPDR TR
+$30.4K
4,173
+9%
增持
FPE
FIRST TR EXCH TRADED FD III
+$29.7K
33,234
+3%
增持
IWO
ISHARES TR
+$27.9K
1,487
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$27.9K
20,872
-7%
增持
—
MEDTRONIC PLC
+$26.6K
5,400
+0%
减持
CLX
CLOROX CO DEL
+$25.5K
2,477
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$24.4K
2,398
-0%
减持
KO
COCA COLA CO
-$19.8K
14,463
-6%
增持
IWM
ISHARES TR
+$17.9K
1,297
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$16.8K
13,116
-6%
增持
JNJ
JOHNSON & JOHNSON
+$16.5K
5,128
+1%
减持
MS
MORGAN STANLEY
-$15.6K
2,174
-8%
减持
SCHG
SCHWAB STRATEGIC TR
-$14.9K
2,732
-15%
减持
COST
COSTCO WHSL CORP NEW
-$14.4K
660
-13%
增持
NOBL
PROSHARES TR
+$13.9K
2,177
+0%
增持
SLB
SCHLUMBERGER LTD
+$13.7K
4,685
+0%
减持
JPM
JPMORGAN CHASE & CO
+$13.3K
7,023
-14%
增持
TLT
ISHARES TR
-$12.1K
3,274
+1%
增持
TSLA
TESLA INC
+$10.4K
6,578
+43%
增持
IWN
ISHARES TR
+$9.4K
2,324
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$8.8K
18,597
-5%
增持
DEM
WISDOMTREE TR
+$8.8K
7,043
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$7.6K
1,685
-10%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$6.9K
13,867
+1%
增持
IBB
ISHARES TR
+$5.5K
3,895
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5K
8,162
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$5.2K
434
+0%
减持
GE
GENERAL ELECTRIC CO
+$4.9K
1,330
-26%
增持
BSV
VANGUARD BD INDEX FDS
+$3.1K
3,125
+2%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$2.6K
11,192
+1%
增持
SLYV
SPDR SER TR
-$546
4,688
+0%
