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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 6
增持 53
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.6M
33,382
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
381,752
+12%
减持
AAPL
APPLE INC
-$1.3M
32,289
-4%
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
LMT
LOCKHEED MARTIN CORP
+$1.1M
3,211
+442%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.1M
4,020
-38%
减持
TSLA
TESLA INC
-$1.0M
6,354
-5%
减持
WFC
WELLS FARGO CO NEW
-$1.0M
11,547
-56%
减持
AMZN
AMAZON COM INC
-$1.0M
24,020
-5%
增持
GD
GENERAL DYNAMICS CORP
+$990.6K
5,839
+156%
减持
GOOGL
ALPHABET INC
-$792.7K
21,758
-1%
减持
NFLX
NETFLIX INC
-$766.9K
922
-49%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$763.6K
1,455
-72%
增持
VZ
VERIZON COMMUNICATIONS INC
+$689.8K
55,671
+21%
减持
JPM
JPMORGAN CHASE & CO.
-$677.7K
3,410
-46%
减持
BAC
BANK AMERICA CORP
-$629.7K
27,937
-32%
减持
VOO
VANGUARD INDEX FDS
-$622.7K
1,266
-46%
增持
MRK
MERCK & CO INC
+$563.4K
12,305
+126%
增持
SPSM
SPDR SER TR
+$549.6K
37,132
+73%
增持
PEP
PEPSICO INC
+$542.5K
5,995
+156%
增持
MSFT
MICROSOFT CORP
+$538.7K
10,814
+29%
增持
JNJ
JOHNSON & JOHNSON
+$515.0K
8,625
+36%
增持
HD
HOME DEPOT INC
+$504.5K
2,730
+114%
增持
CVX
CHEVRON CORP NEW
+$482.8K
8,141
+34%
清仓
MS
MORGAN STANLEY
-$429.3K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$427.9K
817
减持
CRM
SALESFORCE INC
-$410.9K
5,130
-4%
减持
MMM
3M CO
-$369.7K
1,831
-63%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$364.6K
18,586
-25%
增持
KO
COCA COLA CO
+$361.1K
18,916
+19%
减持
META
META PLATFORMS INC
-$351.6K
3,867
-12%
减持
DAL
DELTA AIR LINES INC DEL
-$348.4K
12,781
-15%
减持
QQQ
INVESCO QQQ TR
-$342.4K
2,852
-13%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$294.9K
51,363
-10%
减持
T
AT&T INC
+$275.5K
72,132
-7%
减持
AGG
ISHARES TR
-$268.4K
2,071
-58%
清仓
AVGO
BROADCOM INC
-$267.1K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$264.6K
0
-100%
建仓
EWZ
ISHARES INC
+$256.3K
9,914
增持
AAL
AMERICAN AIRLS GROUP INC
-$253.1K
37,550
+1%
建仓
IJH
ISHARES TR
+$247.1K
4,235
增持
SPY
SPDR S&P 500 ETF TR
+$235.9K
8,197
+10%
减持
C
CITIGROUP INC
-$231.6K
8,736
-28%
清仓
LULU
LULULEMON ATHLETICA INC
-$229.8K
0
-100%
增持
AMGN
AMGEN INC
+$215.7K
2,627
+14%
建仓
FISV
FISERV INC
+$214.3K
971
建仓
FNDF
SCHWAB STRATEGIC TR
+$210.8K
5,832
建仓
TGT
TARGET CORP
+$208.2K
1,995
清仓
CBOE
CBOE GLOBAL MKTS INC
-$206.6K
0
-100%
清仓
EDIV
SPDR INDEX SHS FDS
-$203.1K
0
-100%
增持
QCOM
QUALCOMM INC
+$195.7K
8,311
+18%
减持
IWN
ISHARES TR
-$190.4K
2,073
-32%
减持
CAT
CATERPILLAR INC
-$188.0K
1,243
-25%
减持
CSCO
CISCO SYS INC
-$154.6K
21,072
-14%
增持
SCHV
SCHWAB STRATEGIC TR
+$140.7K
123,743
+2%
减持
RTX
RTX CORPORATION
-$137.6K
5,138
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$129.8K
2,551
-6%
增持
SCUS
SCHWAB STRATEGIC TR
+$117.5K
28,069
+20%
减持
DIS
DISNEY WALT CO
-$114.9K
6,964
-3%
减持
IWM
ISHARES TR
-$110.6K
3,194
-6%
减持
COST
COSTCO WHSL CORP NEW
-$96.5K
1,411
-10%
减持
GM
GENERAL MTRS CO
-$93.2K
13,356
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$88.1K
35,843
-0%
增持
ABT
ABBOTT LABS
+$82.1K
4,124
+0%
减持
XRX
XEROX HOLDINGS CORP
-$78.9K
20,060
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$78.1K
12,205
+50%
增持
VYM
VANGUARD WHITEHALL FDS
+$71.6K
8,424
+6%
减持
GS
GOLDMAN SACHS GROUP INC
-$70.5K
419
-20%
增持
TLT
ISHARES TR
+$69.7K
4,158
+18%
减持
SCHW
SCHWAB CHARLES CORP
-$68.4K
5,043
-19%
减持
CL
COLGATE PALMOLIVE CO
-$66.4K
3,126
-21%
减持
SBUX
STARBUCKS CORP
-$62.2K
16,481
-10%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$57.2K
6,745
+3%
增持
O
REALTY INCOME CORP
+$57.0K
5,619
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
-$55.5K
3,449
+2%
减持
PM
PHILIP MORRIS INTL INC
+$53.2K
1,833
-7%
减持
IWO
ISHARES TR
-$47.8K
1,472
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$45.3K
16,438
-12%
减持
ABBV
ABBVIE INC
+$44.5K
1,723
-3%
增持
BA
BOEING CO
+$42.8K
7,078
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.3K
24,090
-10%
增持
NKE
NIKE INC
-$39.6K
3,319
+0%
增持
PFE
PFIZER INC
-$39.5K
74,591
+3%
减持
EEM
ISHARES TR
-$39.3K
9,346
-13%
增持
CLX
CLOROX CO DEL
-$38.7K
2,738
+1%
减持
—
MEDTRONIC PLC
+$35.9K
6,000
-5%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$32.6K
56,994
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$30.9K
33,936
-2%
减持
SLB
SCHLUMBERGER LTD
+$29.7K
10,258
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$29.1K
1,360
+2%
增持
SLYV
SPDR SER TR
-$28.7K
3,586
+1%
增持
XBI
SPDR SER TR
-$28.4K
3,971
+2%
减持
V
VISA INC
-$26.8K
1,959
-13%
增持
PG
PROCTER AND GAMBLE CO
+$26.8K
5,343
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$26.3K
593
+0%
减持
MO
ALTRIA GROUP INC
+$24.5K
5,929
-6%
减持
—
EXXON MOBIL CORP
+$23.9K
2,855
-3%
增持
DOW
DOW INC
-$22.4K
6,673
+5%
增持
FNDA
SCHWAB STRATEGIC TR
-$21.7K
9,617
+0%
增持
WYNN
WYNN RESORTS LTD
-$21.3K
8,536
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$20.4K
1,855
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$17.6K
12,613
+1%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$15.8K
12,793
-4%
增持
IBB
ISHARES TR
-$15.1K
3,550
+0%
增持
PFF
ISHARES TR
+$15.0K
11,881
+7%
增持
VTI
VANGUARD INDEX FDS
+$13.7K
1,026
+11%
增持
MA
MASTERCARD INCORPORATED
+$12.5K
564
+0%
增持
DEM
WISDOMTREE TR
+$12.4K
7,285
+0%
增持
GIS
GENERAL MLS INC
-$12.0K
3,370
+1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$9.3K
10,423
+1%
增持
VBR
VANGUARD INDEX FDS
-$7.9K
1,766
+4%
减持
BP
BP PLC
+$6.8K
15,382
-11%
增持
NEE
NEXTERA ENERGY INC
+$5.3K
6,359
+2%
增持
NSC
NORFOLK SOUTHN CORP
+$5.3K
2,267
+0%
增持
AES
AES CORP
-$2.7K
11,525
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.2K
13,532
+1%
减持
INTC
INTEL CORP
+$1.7K
19,009
-11%
减持
GILD
GILEAD SCIENCES INC
+$1.4K
6,458
-17%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.0K
31,882
+1%
减持
XLE
SELECT SECTOR SPDR TR
+$760
3,161
-8%
减持
F
FORD MTR CO
-$662
63,185
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$219
12,424
+0%
