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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 126 项
建仓 15
增持 86
减持 21
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
WFC
WELLS FARGO CO NEW
+$1.5M
26,436
清仓
—
WELLS FARGO CO NEW
-$1.5M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
118,991
+5%
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
AAPL
APPLE INC
+$1.2M
34,053
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$727.2K
7,113
+15%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$598.1K
42,890
+43%
增持
SPSM
SPDR SER TR
+$576.1K
19,695
+155%
增持
TSLA
TESLA INC
+$566.7K
7,145
+9%
增持
SBUX
STARBUCKS CORP
+$544.3K
18,919
+13%
增持
SCHV
SCHWAB STRATEGIC TR
+$397.0K
41,105
+5%
建仓
MS
MORGAN STANLEY
+$353.9K
3,395
增持
META
META PLATFORMS INC
+$351.2K
4,406
+2%
建仓
LMT
LOCKHEED MARTIN CORP
+$344.1K
589
增持
NVDA
NVIDIA CORPORATION
+$343.1K
38,158
+10%
增持
QQQ
INVESCO QQQ TR
+$327.9K
3,058
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$322.7K
5,519
+6%
建仓
NOC
NORTHROP GRUMMAN CORP
+$311.1K
589
增持
MSFT
MICROSOFT CORP
+$310.5K
7,695
+15%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$305.5K
6,430
+4%
增持
CRM
SALESFORCE INC
+$274.7K
5,748
+14%
建仓
—
KELLANOVA
+$267.6K
3,316
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$266.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$262.9K
6,402
+21%
建仓
VTI
VANGUARD INDEX FDS
+$262.2K
926
增持
VZ
VERIZON COMMUNICATIONS INC
+$254.8K
45,269
+5%
建仓
PEP
PEPSICO INC
+$250.3K
1,472
建仓
DOW
DOW INC
+$249.4K
4,565
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$248.0K
2,803
-26%
增持
F
FORD MTR CO
+$231.4K
60,945
+85%
建仓
IDV
ISHARES TR
+$217.3K
7,188
建仓
CBOE
CBOE GLOBAL MKTS INC
+$215.9K
1,054
增持
KO
COCA COLA CO
+$215.8K
15,914
+9%
建仓
SCHG
SCHWAB STRATEGIC TR
+$215.4K
2,067
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$214.6K
3,585
增持
VOO
VANGUARD INDEX FDS
+$211.8K
2,311
+15%
减持
QCOM
QUALCOMM INC
-$210.9K
6,300
-2%
建仓
XLF
SELECT SECTOR SPDR TR
+$210.7K
4,648
增持
CVX
CHEVRON CORP NEW
+$205.8K
6,317
+36%
减持
INTC
INTEL CORP
-$203.2K
22,393
-5%
清仓
PSTG
PURE STORAGE INC
-$202.8K
0
-100%
增持
RTX
RTX CORPORATION
+$202.7K
7,953
+5%
建仓
—
UNILEVER PLC
+$200.7K
3,090
增持
IWM
ISHARES TR
+$196.8K
2,984
+31%
增持
GILD
GILEAD SCIENCES INC
+$186.6K
8,593
+10%
减持
T
AT&T INC
+$185.5K
83,191
-3%
增持
GOOGL
ALPHABET INC
-$184.8K
22,173
+4%
增持
WYNN
WYNN RESORTS LTD
+$178.7K
8,106
+21%
增持
HD
HOME DEPOT INC
+$162.6K
1,471
+17%
增持
DAL
DELTA AIR LINES INC DEL
+$162.1K
16,111
+16%
增持
—
MEDTRONIC PLC
+$160.2K
6,500
+20%
增持
CSCO
CISCO SYS INC
+$159.9K
25,470
+1%
减持
MMM
3M CO
+$155.1K
5,034
-4%
增持
IWN
ISHARES TR
+$153.3K
3,051
+31%
增持
PG
PROCTER AND GAMBLE CO
+$148.8K
5,250
+14%
增持
V
VISA INC
+$142.4K
2,260
+24%
增持
SLB
SCHLUMBERGER LTD
+$138.7K
8,587
+83%
增持
AMD
ADVANCED MICRO DEVICES INC
+$119.1K
2,613
+37%
增持
CLX
CLOROX CO DEL
+$117.7K
2,809
+13%
增持
SCHA
SCHWAB STRATEGIC TR
+$117.2K
17,419
+6%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$116.5K
12,917
减持
MO
ALTRIA GROUP INC
-$111.0K
13,450
-23%
增持
ABT
ABBOTT LABS
+$104.9K
4,098
+18%
增持
CAT
CATERPILLAR INC
+$103.4K
1,749
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$99.6K
7,994
+2%
增持
PM
PHILIP MORRIS INTL INC
+$96.8K
4,129
+3%
增持
ABBV
ABBVIE INC
+$96.4K
1,769
+20%
增持
NEE
NEXTERA ENERGY INC
+$95.1K
6,071
+3%
增持
GD
GENERAL DYNAMICS CORP
+$93.8K
2,274
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$88.2K
6,725
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$88.1K
1,342
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$88.1K
2,264
+2%
增持
NKE
NIKE INC
+$86.5K
3,299
+21%
增持
GM
GENERAL MTRS CO
+$86.4K
15,007
+19%
增持
DIS
DISNEY WALT CO
+$79.0K
6,852
+17%
增持
MA
MASTERCARD INCORPORATED
+$74.0K
562
+22%
增持
BA
BOEING CO
-$73.2K
6,603
+12%
增持
O
REALTY INCOME CORP
+$71.6K
4,300
+13%
增持
VBR
VANGUARD INDEX FDS
+$61.6K
1,514
+14%
增持
BAC
BANK AMERICA CORP
+$60.7K
41,046
+4%
减持
PFE
PFIZER INC
-$56.9K
67,563
-6%
增持
AGG
ISHARES TR
+$56.6K
4,967
+8%
增持
SCHE
SCHWAB STRATEGIC TR
+$56.0K
18,378
+2%
减持
PFF
ISHARES TR
-$55.2K
10,800
-18%
增持
AMGN
AMGEN INC
+$54.8K
2,247
+5%
减持
PYPL
PAYPAL HLDGS INC
+$54.7K
3,410
-6%
清仓
—
NEW YORK CMNTY BANCORP INC
-$48.3K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$48.1K
3,936
+6%
减持
PGX
INVESCO EXCH TRADED FD TR II
+$47.7K
65,354
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$44.9K
2,970
+25%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$44.3K
13,476
+14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.4K
29,539
-17%
增持
XLU
SELECT SECTOR SPDR TR
+$42.5K
3,250
+1%
增持
TLT
ISHARES TR
+$39.3K
3,491
+6%
增持
ALK
ALASKA AIR GROUP INC
+$38.0K
5,354
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$33.5K
8,169
+0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$33.4K
32,899
+2%
增持
IWD
ISHARES TR
+$33.1K
2,152
+0%
增持
XBI
SPDR SER TR
+$33.0K
3,891
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$31.0K
6,037
+7%
增持
IBB
ISHARES TR
+$30.3K
3,598
+0%
减持
IWO
ISHARES TR
+$30.0K
1,477
-0%
增持
AMZN
AMAZON COM INC
-$26.1K
25,355
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$26.0K
16,422
-3%
增持
FNDE
SCHWAB STRATEGIC TR
+$25.4K
8,763
+1%
增持
AVGO
BROADCOM INC
+$25.3K
2,049
+904%
减持
EEM
ISHARES TR
+$25.1K
10,848
-2%
减持
GIS
GENERAL MLS INC
+$23.1K
3,330
-5%
增持
BP
BP PLC
-$22.2K
17,204
+10%
减持
SLYV
SPDR SER TR
+$21.8K
3,518
-3%
增持
FNDA
SCHWAB STRATEGIC TR
+$20.8K
4,124
+1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$20.8K
10,307
+1%
减持
C
CITIGROUP INC
-$19.2K
12,246
-1%
增持
AAL
AMERICAN AIRLS GROUP INC
+$18.1K
37,840
+5%
增持
—
EXXON MOBIL CORP
+$17.9K
2,913
+4%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$17.2K
3,478
-12%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$17.1K
11,363
-8%
增持
FNDX
SCHWAB STRATEGIC TR
+$17.0K
3,244
+1%
增持
EDIV
SPDR INDEX SHS FDS
+$15.4K
5,741
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$15.1K
1,347
+5%
减持
NOBL
PROSHARES TR
+$13.7K
2,101
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$13.2K
6,050
+18%
增持
DEM
WISDOMTREE TR
+$12.3K
7,250
+2%
增持
MRK
MERCK & CO INC
+$9.3K
4,994
+11%
减持
XLV
SELECT SECTOR SPDR TR
-$6.8K
1,555
-8%
增持
XRX
XEROX HOLDINGS CORP
+$4.1K
24,075
+14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.7K
33,205
+0%
