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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 123 项
建仓 3
增持 67
减持 46
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
24,707
+589%
增持
AMZN
AMAZON COM INC
+$850.3K
25,410
+0%
增持
COST
COSTCO WHSL CORP NEW
+$844.8K
1,562
+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。
减持
TSLA
TESLA INC
+$827.1K
6,677
-7%
增持
SCHD
SCHWAB STRATEGIC TR
-$724.0K
341,665
+187%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$701.3K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$671.3K
57,084
+33%
建仓
SCUS
SCHWAB STRATEGIC TR
+$589.6K
23,470
增持
NVDA
NVIDIA CORPORATION
+$576.5K
38,800
+2%
减持
AAPL
APPLE INC
+$490.9K
33,645
-1%
减持
GOOGL
ALPHABET INC
+$484.9K
22,012
-1%
清仓
IWD
ISHARES TR
-$408.4K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$365.1K
523
-61%
减持
WFC
WELLS FARGO CO NEW
+$361.1K
26,401
-0%
减持
MO
ALTRIA GROUP INC
-$355.1K
6,338
-53%
减持
NFLX
NETFLIX INC
+$330.1K
1,825
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$268.4K
7,421
+4%
清仓
—
KELLANOVA
-$267.6K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$263.5K
1,976
-52%
清仓
XLU
SELECT SECTOR SPDR TR
-$262.6K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$229.8K
601
减持
AAL
AMERICAN AIRLS GROUP INC
+$223.9K
37,250
-2%
清仓
IDV
ISHARES TR
-$217.3K
0
-100%
减持
CRM
SALESFORCE INC
+$214.1K
5,347
-7%
清仓
XLF
SELECT SECTOR SPDR TR
-$210.7K
0
-100%
增持
MSFT
MICROSOFT CORP
+$209.6K
8,353
+9%
清仓
—
UNILEVER PLC
-$200.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$197.6K
45,897
+1%
增持
QQQ
INVESCO QQQ TR
+$187.2K
3,285
+7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$169.1K
6,560
+89%
减持
BAC
BANK AMERICA CORP
+$166.8K
40,854
-0%
减持
SBUX
STARBUCKS CORP
-$165.6K
18,398
-3%
减持
BA
BOEING CO
+$160.4K
6,578
-0%
增持
SCHV
SCHWAB STRATEGIC TR
-$155.2K
120,767
+194%
增持
KO
COCA COLA CO
-$149.9K
15,960
+0%
建仓
AES
AES CORP
+$145.8K
11,329
减持
RTX
RTX CORPORATION
-$145.5K
7,070
-11%
增持
DIS
DISNEY WALT CO
+$143.1K
7,204
+5%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$135.1K
58,287
-11%
减持
JNJ
JOHNSON & JOHNSON
-$122.0K
6,330
-1%
增持
AMGN
AMGEN INC
-$121.4K
2,312
+3%
增持
PEP
PEPSICO INC
+$106.1K
2,344
+59%
减持
HD
HOME DEPOT INC
-$100.3K
1,275
-13%
减持
CSCO
CISCO SYS INC
+$99.4K
24,576
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$96.1K
6,317
-6%
减持
INTC
INTEL CORP
-$95.3K
21,448
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$94.6K
5,120
-7%
减持
V
VISA INC
+$91.9K
2,257
-0%
增持
IWM
ISHARES TR
+$88.6K
3,384
+13%
减持
DAL
DELTA AIR LINES INC DEL
+$87.3K
14,969
-7%
减持
AVGO
BROADCOM INC
-$86.4K
1,152
-44%
增持
GD
GENERAL DYNAMICS CORP
-$86.3K
2,281
+0%
减持
CAT
CATERPILLAR INC
-$85.9K
1,649
-6%
减持
C
CITIGROUP INC
+$85.2K
12,100
-1%
减持
—
MEDTRONIC PLC
-$82.0K
6,300
-3%
增持
MS
MORGAN STANLEY
+$75.4K
3,415
+1%
减持
XRX
XEROX HOLDINGS CORP
-$74.1K
20,850
-13%
增持
SCHW
SCHWAB CHARLES CORP
+$71.1K
6,258
+3%
增持
NEE
NEXTERA ENERGY INC
-$67.8K
6,213
+2%
增持
SPSM
SPDR SER TR
+$67.6K
21,459
+9%
减持
T
AT&T INC
-$65.8K
77,490
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$61.3K
2,711
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$60.3K
12,378
+282%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$59.0K
7,536
-8%
增持
META
META PLATFORMS INC
+$57.8K
4,407
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$56.5K
592
+1%
减持
IBB
ISHARES TR
-$54.7K
3,548
-1%
增持
VOO
VANGUARD INDEX FDS
+$53.6K
2,363
+2%
减持
CVX
CHEVRON CORP NEW
-$51.2K
6,069
-4%
减持
EEM
ISHARES TR
-$49.8K
10,705
-1%
减持
MMM
3M CO
-$49.6K
4,947
-2%
增持
CL
COLGATE PALMOLIVE CO
-$49.3K
3,953
+0%
减持
GM
GENERAL MTRS CO
+$48.4K
13,541
-10%
增持
WYNN
WYNN RESORTS LTD
-$43.1K
8,520
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$43.0K
13,447
+18%
增持
NKE
NIKE INC
-$41.3K
3,308
+0%
增持
FNDA
SCHWAB STRATEGIC TR
+$39.4K
9,599
+133%
增持
SLB
SCHLUMBERGER LTD
+$38.8K
10,409
+21%
增持
SCHE
SCHWAB STRATEGIC TR
-$37.8K
18,717
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$37.4K
6,482
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$35.7K
31,626
-4%
增持
SCHF
SCHWAB STRATEGIC TR
-$34.9K
34,614
+111%
增持
XLE
SELECT SECTOR SPDR TR
+$33.9K
3,440
+16%
增持
NOC
NORTHROP GRUMMAN CORP
-$33.6K
591
+0%
增持
TLT
ISHARES TR
-$33.6K
3,537
+1%
增持
VBR
VANGUARD INDEX FDS
+$33.0K
1,700
+12%
增持
ABBV
ABBVIE INC
-$32.9K
1,781
+1%
增持
GIS
GENERAL MLS INC
-$32.4K
3,347
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$30.9K
35,883
+106%
增持
NSC
NORFOLK SOUTHN CORP
-$30.8K
2,265
+0%
减持
AGG
ISHARES TR
-$29.8K
4,884
-2%
增持
BP
BP PLC
-$27.1K
17,354
+1%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$26.4K
13,334
-1%
增持
MRK
MERCK & CO INC
-$26.1K
5,439
+9%
增持
—
EXXON MOBIL CORP
-$25.7K
2,935
+1%
增持
PG
PROCTER AND GAMBLE CO
-$25.6K
5,271
+0%
增持
PFE
PFIZER INC
-$25.6K
72,735
+8%
增持
DEM
WISDOMTREE TR
-$24.9K
7,265
+0%
增持
FNDE
SCHWAB STRATEGIC TR
-$19.5K
9,065
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$18.9K
3,393
+30%
增持
MA
MASTERCARD INCORPORATED
+$18.8K
563
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$18.8K
26,690
-10%
减持
CLX
CLOROX CO DEL
-$15.9K
2,720
-3%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$14.4K
10,350
+0%
增持
NOBL
PROSHARES TR
-$13.3K
2,120
+1%
增持
EDIV
SPDR INDEX SHS FDS
-$13.2K
5,756
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.1K
8,161
+295%
增持
XLV
SELECT SECTOR SPDR TR
+$10.9K
1,820
+17%
减持
VYM
VANGUARD WHITEHALL FDS
-$10.0K
7,954
-1%
增持
QCOM
QUALCOMM INC
+$9.6K
7,036
+12%
增持
CBOE
CBOE GLOBAL MKTS INC
-$9.3K
1,057
+0%
增持
F
FORD MTR CO
-$9.2K
64,081
+5%
增持
PFF
ISHARES TR
-$8.7K
11,137
+3%
增持
DOW
DOW INC
+$6.1K
6,365
+39%
减持
XLK
SELECT SECTOR SPDR TR
+$5.9K
1,333
-1%
增持
IWN
ISHARES TR
-$5.5K
3,067
+1%
增持
SLYV
SPDR SER TR
+$4.4K
3,551
+1%
减持
IWO
ISHARES TR
+$4.4K
1,473
-0%
增持
O
REALTY INCOME CORP
-$3.7K
5,036
+17%
增持
ABT
ABBOTT LABS
-$2.2K
4,111
+0%
增持
SCHP
SCHWAB STRATEGIC TR
-$2.2K
12,450
+106%
减持
GILD
GILEAD SCIENCES INC
+$1.7K
7,818
-9%
减持
PYPL
PAYPAL HLDGS INC
-$1.5K
3,100
-9%
