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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 123 项
建仓 9
增持 83
减持 29
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.7M
32,811
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
11,667
+16%
减持
GOOGL
ALPHABET INC
+$1.4M
21,255
-0%
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
TSLA
TESLA INC
+$918.4K
6,648
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$914.9K
433,509
+5%
建仓
IVV
ISHARES TR
+$800.3K
1,196
减持
NVDA
NVIDIA CORPORATION
+$703.4K
31,909
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$483.2K
52,919
+56%
增持
UNH
UNITEDHEALTH GROUP INC
+$404.2K
2,377
+78%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$375.8K
1,981
增持
SCHV
SCHWAB STRATEGIC TR
+$374.0K
155,360
+4%
增持
SPSM
SPDR SERIES TRUST
+$373.9K
46,896
+11%
增持
QQQ
INVESCO QQQ TR
+$349.3K
4,011
+7%
增持
GD
GENERAL DYNAMICS CORP
+$331.0K
5,987
+2%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$316.2K
5,277
增持
JNJ
JOHNSON & JOHNSON
+$290.0K
8,412
+1%
减持
WYNN
WYNN RESORTS LTD
+$276.1K
8,243
-1%
增持
MSFT
MICROSOFT CORP
+$268.2K
11,058
+1%
建仓
PSTG
PURE STORAGE INC
+$264.8K
3,159
增持
VOO
VANGUARD INDEX FDS
+$263.7K
1,623
+26%
建仓
IJR
ISHARES TR
+$246.0K
2,070
增持
VYM
VANGUARD WHITEHALL FDS
+$227.8K
9,582
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$222.3K
3,341
+7%
建仓
BLK
BLACKROCK INC
+$220.6K
189
建仓
COP
CONOCOPHILLIPS
+$216.3K
2,287
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$213.3K
7,200
清仓
DE
DEERE & CO
-$208.7K
0
-100%
清仓
—
UNILEVER PLC
-$204.4K
0
-100%
建仓
GIS
GENERAL MLS INC
+$200.4K
3,975
增持
SCHA
SCHWAB STRATEGIC TR
+$186.9K
40,859
+8%
减持
INTC
INTEL CORP
+$186.4K
17,081
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$179.3K
41,033
-9%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$178.0K
13,958
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$174.2K
30,225
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$168.1K
1,033
+43%
减持
T
AT&T INC
-$155.4K
52,780
-7%
增持
PFE
PFIZER INC
+$153.5K
77,588
+3%
增持
AVGO
BROADCOM INC
+$151.7K
1,330
+28%
增持
IWM
ISHARES TR
+$147.2K
3,265
+10%
增持
C
CITIGROUP INC
+$147.1K
8,772
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$134.7K
2,683
-40%
增持
BAC
BANK AMERICA CORP
+$131.2K
29,226
+0%
增持
CRM
SALESFORCE INC
-$130.0K
5,426
+5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$128.1K
4,431
+1%
增持
CVX
CHEVRON CORP NEW
+$121.0K
8,625
+1%
减持
GM
GENERAL MTRS CO
+$120.6K
12,288
-4%
增持
AMZN
AMAZON COM INC
+$119.0K
23,623
+2%
增持
RTX
RTX CORPORATION
+$117.3K
5,196
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$115.1K
4,547
-38%
增持
HD
HOME DEPOT INC
+$112.2K
2,645
+1%
增持
CAT
CATERPILLAR INC
+$111.9K
1,168
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$106.2K
3,589
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$105.7K
17,824
+10%
增持
NFLX
NETFLIX INC
-$101.5K
800
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$101.4K
2,271
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$99.8K
13,106
+0%
增持
QCOM
QUALCOMM INC
+$94.5K
8,368
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$90.4K
3,843
+42%
增持
ABBV
ABBVIE INC
+$89.1K
1,775
+2%
减持
MO
ALTRIA GROUP INC
-$88.8K
3,976
-34%
增持
PG
PROCTER AND GAMBLE CO
+$86.4K
6,129
+14%
增持
—
EXXON MOBIL CORP
+$86.3K
3,423
+23%
增持
COST
COSTCO WHSL CORP NEW
-$77.8K
1,400
+1%
增持
BP
BP PLC
+$75.6K
15,682
+1%
增持
NEE
NEXTERA ENERGY INC
+$74.3K
6,848
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$66.6K
598
+1%
增持
IBB
ISHARES TR
+$63.0K
3,521
+0%
减持
MRK
MERCK & CO INC
+$60.4K
12,844
-0%
增持
ORCL
ORACLE CORP
+$59.2K
938
+0%
增持
SBUX
STARBUCKS CORP
-$53.2K
16,173
+4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$52.8K
24,588
-13%
增持
DIS
DISNEY WALT CO
-$51.0K
6,725
+2%
增持
IWO
ISHARES TR
+$50.7K
1,474
+0%
增持
BA
BOEING CO
+$50.1K
7,090
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$47.9K
3,124
-3%
增持
WFC
WELLS FARGO CO NEW
+$47.5K
11,554
+1%
增持
VBR
VANGUARD INDEX FDS
+$46.6K
1,874
+6%
减持
PEP
PEPSICO INC
+$46.3K
5,624
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$44.2K
2,122
+14%
减持
XBI
SPDR SERIES TRUST
+$43.1K
3,452
-5%
增持
IWN
ISHARES TR
+$41.4K
2,092
+0%
减持
—
MEDTRONIC PLC
+$38.9K
5,900
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$36.2K
1,253
+0%
增持
AES
AES CORP
+$36.0K
12,081
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$36.0K
400
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$35.7K
15,986
+8%
增持
CL
COLGATE PALMOLIVE CO
-$33.4K
3,149
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$33.2K
12,174
+0%
增持
PM
PHILIP MORRIS INTL INC
-$32.4K
1,652
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$32.0K
52,447
-0%
减持
XRX
XEROX HOLDINGS CORP
-$31.5K
17,999
-4%
增持
KO
COCA COLA CO
-$29.3K
17,271
+4%
增持
SLYV
SPDR SERIES TRUST
+$28.2K
2,907
+1%
减持
CSCO
CISCO SYS INC
-$28.0K
19,859
-1%
减持
MMM
3M CO
-$27.6K
1,429
-13%
增持
FNDA
SCHWAB STRATEGIC TR
+$25.2K
9,674
+0%
增持
PFF
ISHARES TR
+$23.4K
11,017
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$23.1K
12,512
+0%
减持
SCUS
SCHWAB STRATEGIC TR
-$22.5K
24,448
-4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$21.1K
12,949
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$20.9K
4,759
+0%
减持
EEM
ISHARES TR
+$20.3K
8,443
-5%
增持
AMGN
AMGEN INC
+$19.9K
2,833
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.5K
1,540
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$16.0K
3,200
+1%
增持
MA
MASTERCARD INCORPORATED
+$15.6K
426
+5%
增持
V
VISA INC
+$15.3K
1,515
+7%
增持
IJH
ISHARES TR
+$13.6K
3,959
+0%
增持
CLX
CLOROX CO DEL
+$11.9K
2,780
+1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$9.5K
10,479
+1%
增持
TLT
ISHARES TR
+$9.2K
4,742
+1%
增持
META
META PLATFORMS INC
+$8.2K
3,611
+1%
增持
NOBL
PROSHARES TR
+$7.0K
2,147
+1%
增持
DEM
WISDOMTREE TR
+$6.8K
7,343
+1%
增持
TGT
TARGET CORP
-$5.6K
2,487
+7%
增持
GILD
GILEAD SCIENCES INC
+$5.4K
6,507
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.5K
51,582
-4%
减持
O
REALTY INCOME CORP
-$2.4K
5,133
-6%
增持
ABT
ABBOTT LABS
+$2.0K
4,115
+2%
减持
F
FORD MTR CO
+$1.9K
52,922
-9%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$1.2K
10,004
-6%
减持
SLB
SCHLUMBERGER LTD
-$516
8,423
-2%
增持
NKE
NIKE INC
+$47
2,938
+2%
