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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 119 项
建仓 4
增持 43
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.4M
6,175
-35%
减持
AAPL
APPLE INC
+$1.2M
32,043
-1%
增持
NVDA
NVIDIA CORPORATION
+$715.3K
34,732
+778%
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。
减持
SCHD
SCHWAB STRATEGIC TR
-$621.5K
113,330
-3%
减持
GOOGL
ALPHABET INC
+$613.7K
21,219
-1%
清仓
IWF
ISHARES TR
-$462.3K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$372.1K
35,755
+74%
建仓
SPSM
SPDR SER TR
+$320.3K
7,711
增持
INTC
INTEL CORP
-$301.0K
23,526
+1%
减持
C
CITIGROUP INC
-$300.3K
12,383
-28%
减持
AMZN
AMAZON COM INC
+$291.5K
24,582
-1%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$268.8K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$253.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$240.7K
5,189
-13%
清仓
BSV
VANGUARD BD INDEX FDS
-$239.6K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$233.5K
0
-100%
清仓
EWW
ISHARES INC
-$229.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$219.0K
1,909
-35%
增持
SBUX
STARBUCKS CORP
+$216.6K
16,700
+41%
清仓
DOW
DOW INC
-$208.6K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$207.9K
0
-100%
建仓
NKE
NIKE INC
+$205.2K
2,722
清仓
MS
MORGAN STANLEY
-$204.7K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$203.4K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$202.8K
3,159
建仓
EDIV
SPDR INDEX SHS FDS
+$200.9K
5,690
增持
IWM
ISHARES TR
+$189.5K
2,278
+76%
减持
GD
GENERAL DYNAMICS CORP
-$175.6K
2,045
-25%
减持
DIS
DISNEY WALT CO
-$169.1K
5,843
-5%
减持
AAL
AMERICAN AIRLS GROUP INC
-$169.0K
35,940
-4%
减持
HD
HOME DEPOT INC
-$166.6K
1,259
-20%
减持
MSFT
MICROSOFT CORP
+$160.2K
6,713
-1%
增持
TSLA
TESLA INC
+$146.3K
6,583
+0%
增持
PFE
PFIZER INC
+$142.2K
71,916
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$135.9K
16,435
-12%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$133.5K
29,974
+12%
减持
XBI
SPDR SER TR
-$106.8K
3,791
-21%
减持
SLYV
SPDR SER TR
-$105.3K
3,622
-23%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$96.9K
65,750
-9%
减持
DAL
DELTA AIR LINES INC DEL
-$91.9K
13,832
-11%
减持
NEE
NEXTERA ENERGY INC
-$90.9K
5,904
-26%
减持
QCOM
QUALCOMM INC
+$90.4K
6,437
-9%
清仓
WBD
WARNER BROS DISCOVERY INC
-$88.9K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
-$88.3K
2,210
+0%
减持
RTX
RTX CORPORATION
-$87.6K
7,580
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$85.3K
43,120
-3%
减持
BA
BOEING CO
-$84.3K
5,918
-2%
增持
WYNN
WYNN RESORTS LTD
-$84.0K
6,687
+0%
减持
CSCO
CISCO SYS INC
-$82.6K
25,166
-2%
增持
F
FORD MTR CO DEL
+$80.9K
32,873
+32%
增持
META
META PLATFORMS INC
+$80.5K
4,306
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$79.6K
5,143
-19%
增持
COST
COSTCO WHSL CORP NEW
+$78.0K
661
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$76.8K
6,575
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$64.1K
7,801
-5%
减持
MMM
3M CO
-$61.3K
5,217
-7%
减持
T
AT&T INC
+$61.3K
86,064
-4%
增持
CRM
SALESFORCE INC
-$58.1K
5,051
+12%
减持
QQQ
INVESCO QQQ TR
+$55.6K
2,431
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$54.2K
1,277
-23%
减持
XLU
SELECT SECTOR SPDR TR
-$53.8K
3,230
-23%
减持
NFLX
NETFLIX INC
+$51.2K
1,828
-6%
减持
AVGO
BROADCOM INC
+$51.2K
204
-2%
减持
GILD
GILEAD SCIENCES INC
-$47.9K
7,780
-2%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$46.9K
11,865
-14%
增持
CAT
CATERPILLAR INC
-$46.8K
1,743
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$46.7K
18,082
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$46.0K
1,274
+0%
增持
XRX
XEROX HOLDINGS CORP
-$44.9K
21,151
+30%
增持
KO
COCA COLA CO
+$42.9K
14,576
+1%
减持
IBB
ISHARES TR
-$41.0K
3,595
-8%
增持
MO
ALTRIA GROUP INC
+$40.6K
17,508
+1%
减持
PYPL
PAYPAL HLDGS INC
-$39.3K
3,642
-3%
增持
CLX
CLOROX CO DEL
-$39.3K
2,491
+1%
减持
MRK
MERCK & CO INC
-$38.8K
4,506
-0%
减持
PM
PHILIP MORRIS INTL INC
+$38.5K
3,992
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.7K
3,781
+1%
增持
JNJ
JOHNSON & JOHNSON
-$36.7K
5,299
+3%
增持
SLB
SCHLUMBERGER LTD
-$35.3K
4,695
+0%
减持
—
WELLS FARGO CO NEW
-$33.2K
24,790
-5%
增持
ABT
ABBOTT LABS
-$32.7K
3,487
+0%
增持
CVX
CHEVRON CORP NEW
+$30.2K
4,632
+5%
增持
V
VISA INC
-$29.9K
1,825
+0%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$24.4K
10,218
-9%
减持
SPY
SPDR S&P 500 ETF TR
-$22.1K
6,163
-5%
增持
SCHV
SCHWAB STRATEGIC TR
+$20.1K
39,237
+3%
增持
MA
MASTERCARD INCORPORATED
-$18.4K
462
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.4K
8,166
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$16.3K
12,308
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$15.6K
16,899
-1%
增持
IWN
ISHARES TR
-$13.5K
2,335
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$13.5K
32,378
-3%
减持
IWO
ISHARES TR
-$13.3K
1,483
-0%
减持
VBR
VANGUARD INDEX FDS
-$13.1K
1,328
-0%
减持
ALK
ALASKA AIR GROUP INC
-$13.1K
5,050
-0%
减持
CL
COLGATE PALMOLIVE CO
-$12.7K
3,715
-10%
减持
BAC
BANK AMERICA CORP
-$12.7K
39,427
-5%
增持
DEM
WISDOMTREE TR
+$12.1K
7,083
+1%
减持
FNDA
SCHWAB STRATEGIC TR
-$12.0K
4,094
-1%
增持
BP
BP PLC
-$11.6K
15,575
+2%
减持
AGG
ISHARES TR
-$11.5K
4,599
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$10.5K
2,368
-1%
增持
NOBL
PROSHARES TR
-$10.1K
2,191
+1%
增持
IWD
ISHARES TR
-$9.9K
2,151
+0%
减持
VOO
VANGUARD INDEX FDS
-$8.9K
2,015
-5%
减持
GM
GENERAL MTRS CO
-$7.6K
12,625
-4%
减持
EEM
ISHARES TR
-$6.8K
11,090
-5%
增持
PFF
ISHARES TR
-$6.8K
13,124
+1%
增持
TLT
ISHARES TR
-$6.5K
3,304
+1%
减持
PG
PROCTER AND GAMBLE CO
+$5.0K
4,612
-1%
减持
AMGN
AMGEN INC
+$3.0K
2,142
-9%
增持
XLV
SELECT SECTOR SPDR TR
-$2.6K
1,690
+0%
增持
ABBV
ABBVIE INC
+$2.6K
1,475
+7%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$2.6K
33,169
-0%
增持
O
REALTY INCOME CORP
-$2.5K
3,807
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.4K
5,629
+1%
增持
—
EXXON MOBIL CORP
-$2.1K
2,810
+0%
增持
GIS
GENERAL MLS INC
-$1.5K
3,522
+10%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$617
3,961
+1%
