Carolina Wealth Advisors, LLC
MYRTLE BEACH SC · SEC CIK 0001786411
$2.55亿2026Q2 申报市值
278持仓数
38.8%前十大占比 · 第一大 7.1%
18 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNDK 加仓+$300.13万
FRO 加仓+$274.02万
ABBV 加仓+$191.90万
MU 加仓+$191.84万
TXN 加仓+$189.24万
2026Q2 卖出最多 按季末市值估算
GILD 减仓-$450.09万
MRK 减仓-$205.01万
COR 减仓-$146.64万
PLTR 减仓-$144.65万
LRCX 减仓-$114.44万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAOI | APPLIED OPTOELECTRONICS INC COM | $8,890 | 0.00% | 60 | 25 | 71.4% | $3,704 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $9,157 | 0.00% | 83 | 83 | — | $9,157 | 新建仓 |
| INFQ | INFLEQTION INC COM SHS | $9,324 | 0.00% | 700 | 700 | — | $9,324 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $9,338 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| BW | BABCOCK & WILCOX ENTERPRISES COM | $9,997 | 0.00% | 709 | 212 | 42.7% | $2,989 | 加仓 |
| TJX | TJX COS INC NEW COM | $9,999 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.02万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $1.07万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $1.07万 | 0.00% | 75 | 75 | — | $1.07万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.07万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $1.08万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $1.09万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $1.10万 | 0.00% | 68 | 68 | — | $1.10万 | 新建仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $1.13万 | 0.00% | 354 | -264 | -42.7% | -$8,463 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.17万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $1.20万 | 0.00% | 651 | 245 | 60.3% | $4,498 | 加仓 |
| GE | GE AEROSPACE COM NEW | $1.20万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $1.20万 | 0.00% | 3,775 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $1.21万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $1.24万 | 0.00% | 144 | 144 | — | $1.24万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.24万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $1.33万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.36万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $1.40万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.40万 | 0.01% | 441 | 441 | — | $1.40万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $1.42万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $1.44万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1.49万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | $1.53万 | 0.01% | 237 | -200 | -45.8% | -$1.29万 | 减仓 |
| DIOD | DIODES INC COM | $1.54万 | 0.01% | 141 | 141 | — | $1.54万 | 新建仓 |
| HEI/A | HEICO CORP NEW CL A | $1.57万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD SHS | $1.65万 | 0.01% | 196 | 85 | 76.6% | $7,141 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.66万 | 0.01% | 142 | -12,398 | -98.9% | -$144.65万 | 减仓 |
| LOW | LOWES COS INC COM | $1.76万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $1.81万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.86万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $1.90万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO COM | $1.95万 | 0.01% | 424 | 181 | 74.5% | $8,328 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $1.97万 | 0.01% | 156 | -35,625 | -99.6% | -$450.09万 | 减仓 |
| AA | ALCOA CORP COM | $1.98万 | 0.01% | 379 | 143 | 60.6% | $7,456 | 加仓 |
| ALB | ALBEMARLE CORP COM | $1.98万 | 0.01% | 147 | 60 | 69.0% | $8,102 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2.09万 | 0.01% | 28 | 28 | — | $2.09万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $2.10万 | 0.01% | 604 | 23 | 4.0% | $801 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $2.13万 | 0.01% | 57 | 21 | 58.3% | $7,830 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.17万 | 0.01% | 29 | 29 | — | $2.17万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.18万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2.24万 | 0.01% | 1,094 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $2.32万 | 0.01% | 82 | -5,182 | -98.4% | -$146.64万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.35万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $2.44万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.54万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $2.56万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.60万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2.62万 | 0.01% | 192 | 192 | — | $2.62万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $2.68万 | 0.01% | 200 | 76 | 61.3% | $1.02万 | 加仓 |
| FORM | FORMFACTOR INC COM | $2.70万 | 0.01% | 169 | 73 | 76.0% | $1.17万 | 加仓 |
| CMI | CUMMINS INC COM | $2.71万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $2.77万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR 0.01 | $2.80万 | 0.01% | 143 | 49 | 52.1% | $9,586 | 加仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $2.80万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $2.81万 | 0.01% | 345 | 154 | 80.6% | $1.26万 | 加仓 |
| MYRG | MYR GROUP INC COM | $3.00万 | 0.01% | 60 | 60 | — | $3.00万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $3.02万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP COM | $3.13万 | 0.01% | 42 | 14 | 50.0% | $1.04万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $3.21万 | 0.01% | 596 | 596 | — | $3.21万 | 新建仓 |
| RTX | RTX CORPORATION COM | $3.23万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $3.28万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $3.38万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $3.48万 | 0.01% | 71 | 26 | 57.8% | $1.28万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $3.57万 | 0.01% | 18 | 7 | 63.6% | $1.39万 | 加仓 |
| INTC | INTEL CORP COM | $3.73万 | 0.01% | 267 | 167 | 167.0% | $2.33万 | 加仓 |
| MKSI | MKS INC. COM | $3.87万 | 0.02% | 87 | 28 | 47.5% | $1.25万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $3.93万 | 0.02% | 230 | 230 | — | $3.93万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.07万 | 0.02% | 852 | 387 | 83.2% | $1.85万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $4.09万 | 0.02% | 135 | 46 | 51.7% | $1.39万 | 加仓 |
| EVRG | EVERGY INC COM | $4.13万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $4.19万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $4.44万 | 0.02% | 3,195 | -22,034 | -87.3% | -$30.63万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $4.45万 | 0.02% | 196 | -1,669 | -89.5% | -$37.85万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $4.66万 | 0.02% | 73 | 17 | 30.4% | $1.09万 | 加仓 |
| MXL | MAXLINEAR INC COM | $4.75万 | 0.02% | 371 | 371 | — | $4.75万 | 新建仓 |
| COHR | COHERENT CORP COM | $4.77万 | 0.02% | 121 | 26 | 27.4% | $1.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4.88万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.12万 | 0.02% | 428 | -364 | -46.0% | -$4.35万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5.21万 | 0.02% | 565 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $5.52万 | 0.02% | 114 | 34 | 42.5% | $1.65万 | 加仓 |
| VICR | VICOR CORP COM | $5.58万 | 0.02% | 147 | 61 | 70.9% | $2.32万 | 加仓 |
| — | FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND | $5.76万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO BULLETSHARES 2033 CORPORATE BOND ETF | $5.91万 | 0.02% | 2,806 | -433 | -13.4% | -$9,117 | 减仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $6.17万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $6.28万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $6.44万 | 0.03% | 289 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $6.83万 | 0.03% | 183 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $7.05万 | 0.03% | 377 | 166 | 78.7% | $3.10万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7.30万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7.44万 | 0.03% | 128 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $8.51万 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $10.22万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $11.11万 | 0.04% | 311 | 0 | 0.0% | — | 不变 |