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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 7
增持 48
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$1.6M
33,231
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
10,019
+22%
增持
MSFT
MICROSOFT CORP
+$1.4M
10,975
+1%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
723
-72%
增持
SCHV
SCHWAB STRATEGIC TR
+$859.5K
149,929
+21%
增持
QQQ
INVESCO QQQ TR
+$721.4K
3,732
+31%
增持
AAPL
APPLE INC
-$528.6K
32,382
+0%
减持
AMZN
AMAZON COM INC
+$497.9K
23,100
-4%
减持
META
META PLATFORMS INC
+$415.1K
3,582
-7%
减持
T
AT&T INC
-$394.0K
56,872
-21%
增持
TSLA
TESLA INC
+$391.4K
6,416
+1%
减持
GOOGL
ALPHABET INC
+$377.2K
21,289
-2%
建仓
AVGO
BROADCOM INC
+$287.2K
1,042
增持
SPSM
SPDR SERIES TRUST
+$284.9K
42,215
+14%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$284.5K
44,895
-13%
清仓
VTI
VANGUARD INDEX FDS
-$282.1K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$280.3K
25,685
+7%
减持
BA
BOEING CO
+$273.0K
7,064
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$252.2K
52,532
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$246.1K
412,070
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$239.1K
4,373
+9%
清仓
DOW
DOW INC
-$233.0K
0
-100%
清仓
FISV
FISERV INC
-$214.3K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$212.8K
2,704
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$211.8K
3,460
增持
BAC
BANK AMERICA CORP
+$210.7K
29,090
+4%
建仓
DE
DEERE & CO
+$208.7K
410
建仓
MCK
MCKESSON CORP
+$206.6K
282
清仓
AGG
ISHARES TR
-$204.8K
0
-100%
建仓
ORCL
ORACLE CORP
+$204.7K
936
建仓
—
UNILEVER PLC
+$204.4K
3,341
清仓
GIS
GENERAL MLS INC
-$201.5K
0
-100%
减持
NFLX
NETFLIX INC
+$200.8K
792
-14%
减持
SBUX
STARBUCKS CORP
-$195.1K
15,513
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$189.2K
3,538
+4%
减持
V
VISA INC
-$184.6K
1,413
-28%
减持
KO
COCA COLA CO
-$180.1K
16,604
-12%
减持
JNJ
JOHNSON & JOHNSON
-$160.7K
8,312
-4%
减持
PEP
PEPSICO INC
-$155.3K
5,632
-6%
增持
CVX
CHEVRON CORP NEW
-$143.5K
8,509
+5%
减持
SLB
SCHLUMBERGER LTD
-$138.8K
8,580
-16%
减持
DIS
DISNEY WALT CO
+$133.6K
6,620
-5%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$124.8K
4,500
-33%
减持
C
CITIGROUP INC
+$123.1K
8,732
-0%
增持
GD
GENERAL DYNAMICS CORP
+$119.2K
5,865
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$113.2K
37,669
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$103.1K
3,224
-7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$98.0K
16,941
-9%
减持
WFC
WELLS FARGO CO NEW
+$92.0K
11,495
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$90.1K
1,533
+5%
增持
MRK
MERCK & CO INC
-$86.8K
12,855
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$86.7K
13,094
+2%
减持
CSCO
CISCO SYS INC
+$86.3K
19,987
-5%
减持
MA
MASTERCARD INCORPORATED
-$82.0K
404
-28%
增持
VOO
VANGUARD INDEX FDS
+$79.9K
1,286
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$77.5K
33,879
-0%
增持
CLX
CLOROX CO DEL
-$72.3K
2,755
+1%
增持
RTX
RTX CORPORATION
+$71.6K
5,151
+0%
减持
WYNN
WYNN RESORTS LTD
+$68.4K
8,340
-2%
减持
SCUS
SCHWAB STRATEGIC TR
-$67.2K
25,401
-10%
增持
PFE
PFIZER INC
-$66.7K
75,224
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$59.5K
28,163
-12%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$58.9K
10,679
-17%
增持
SCHP
SCHWAB STRATEGIC TR
+$56.0K
14,810
+17%
增持
PG
PROCTER AND GAMBLE CO
-$55.1K
5,369
+0%
增持
BP
BP PLC
-$55.0K
15,529
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$53.3K
399
-5%
减持
SLYV
SPDR SERIES TRUST
-$51.7K
2,877
-20%
减持
SCHG
SCHWAB STRATEGIC TR
+$49.7K
12,163
-0%
减持
INTC
INTEL CORP
-$45.0K
17,264
-9%
增持
IWO
ISHARES TR
+$44.9K
1,473
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$43.9K
2,270
+0%
减持
HD
HOME DEPOT INC
-$40.7K
2,617
-4%
减持
PFF
ISHARES TR
-$40.2K
10,590
-11%
减持
—
EXXON MOBIL CORP
-$40.0K
2,779
-3%
减持
COST
COSTCO WHSL CORP NEW
+$39.4K
1,388
-2%
增持
CRM
SALESFORCE INC
+$39.3K
5,192
+1%
增持
ABBV
ABBVIE INC
-$39.0K
1,734
+1%
增持
AMGN
AMGEN INC
-$38.9K
2,792
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$38.8K
4,751
-6%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$38.6K
53,988
-5%
减持
VYM
VANGUARD WHITEHALL FDS
+$36.4K
8,422
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$36.2K
1,252
-8%
增持
TLT
ISHARES TR
+$36.0K
4,698
+13%
减持
SCHE
SCHWAB STRATEGIC TR
+$35.9K
16,227
-1%
减持
CAT
CATERPILLAR INC
+$35.2K
1,147
-8%
增持
EWZ
ISHARES INC
+$32.3K
10,002
+1%
增持
XLE
SELECT SECTOR SPDR TR
-$25.5K
3,182
+1%
增持
DEM
WISDOMTREE TR
+$24.3K
7,306
+0%
减持
EEM
ISHARES TR
+$22.2K
8,926
-4%
减持
QCOM
QUALCOMM INC
+$21.0K
8,148
-2%
增持
TGT
TARGET CORP
+$20.6K
2,319
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.4K
7,308
-3%
增持
AES
AES CORP
-$20.2K
11,687
+1%
增持
XLV
SELECT SECTOR SPDR TR
-$19.8K
1,863
+0%
减持
MMM
3M CO
-$19.6K
1,638
-11%
减持
XBI
SPDR SERIES TRUST
-$19.3K
3,651
-8%
增持
IWN
ISHARES TR
+$15.5K
2,083
+0%
减持
PID
INVESCO EXCHANGE TRADED FD T
+$14.6K
10,408
-0%
增持
FNDA
SCHWAB STRATEGIC TR
+$12.8K
9,641
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$12.7K
12,469
+0%
减持
O
REALTY INCOME CORP
-$11.5K
5,458
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$11.3K
1,335
+63%
减持
LMT
LOCKHEED MARTIN CORP
+$10.9K
3,121
-3%
减持
FNDE
SCHWAB STRATEGIC TR
+$10.4K
8,774
-3%
减持
PM
PHILIP MORRIS INTL INC
+$9.3K
1,649
-10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$9.2K
13,977
+3%
减持
IBB
ISHARES TR
-$8.8K
3,520
-1%
增持
NEE
NEXTERA ENERGY INC
-$8.0K
6,378
+0%
增持
CL
COLGATE PALMOLIVE CO
-$7.7K
3,137
+0%
增持
GILD
GILEAD SCIENCES INC
-$6.7K
6,466
+0%
减持
FNDF
SCHWAB STRATEGIC TR
+$6.4K
5,427
-7%
增持
NOC
NORTHROP GRUMMAN CORP
-$6.0K
595
+0%
减持
NKE
NIKE INC
-$5.9K
2,883
-13%
减持
IWM
ISHARES TR
+$5.8K
2,979
-7%
增持
MO
ALTRIA GROUP INC
-$4.4K
5,994
+1%
减持
F
FORD MTR CO
-$2.7K
58,163
-8%
减持
IJH
ISHARES TR
-$2.4K
3,946
-7%
增持
NOBL
PROSHARES TR
-$2.3K
2,128
+0%
减持
XRX
XEROX HOLDINGS CORP
+$2.3K
18,822
-6%
减持
ABT
ABBOTT LABS
+$2.1K
4,038
-2%
减持
GM
GENERAL MTRS CO
+$435
12,773
-4%
减持
ALK
ALASKA AIR GROUP INC
-$93
5,324
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
-$87
35,300
-6%
