Carolina Wealth Advisors, LLC
MYRTLE BEACH SC · SEC CIK 0001786411
$2.40亿2026Q1 申报市值
278持仓数
38.7%前十大占比 · 第一大 7.4%
68 / 61新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MRK 加仓+$521.26万
SCCO 加仓+$456.73万
GILD 加仓+$449.04万
CSCO 加仓+$444.92万
AMGN 加仓+$421.83万
2026Q1 卖出最多 按季末市值估算
DELL 减仓-$1,119.23万
GUESS INC COM 清仓-$910.79万
FAST 减仓-$850.28万
RES 清仓-$681.20万
DKS 减仓-$669.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED CL A | $1.85万 | 0.01% | 37 | -2,510 | -98.5% | -$125.41万 | 减仓 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $1.87万 | 0.01% | 3,775 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.89万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2.00万 | 0.01% | 1,094 | -315 | -22.4% | -$5,761 | 减仓 |
| CMI | CUMMINS INC COM | $2.04万 | 0.01% | 38 | 8 | 26.7% | $4,304 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $2.06万 | 0.01% | 211 | 211 | — | $2.06万 | 新建仓 |
| V | VISA INC COM CL A | $2.15万 | 0.01% | 71 | -4 | -5.3% | -$1,209 | 减仓 |
| — | HOLOGIC INC COM | $2.15万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.16万 | 0.01% | 71 | -5,762 | -98.8% | -$175.21万 | 减仓 |
| COHR | COHERENT CORP COM | $2.26万 | 0.01% | 95 | 51 | 115.9% | $1.21万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.29万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.30万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $2.37万 | 0.01% | 80 | 46 | 135.3% | $1.36万 | 加仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $2.43万 | 0.01% | 493 | 90 | 22.3% | $4,430 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.53万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.60万 | 0.01% | 128 | 38 | 42.2% | $7,730 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $2.64万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $2.84万 | 0.01% | 84 | 81 | 2,700.0% | $2.74万 | 加仓 |
| TGT | TARGET CORP COM | $3.04万 | 0.01% | 251 | 26 | 11.6% | $3,151 | 加仓 |
| — | EXXON MOBIL CORP COM | $3.26万 | 0.01% | 192 | 192 | — | $3.26万 | 新建仓 |
| RTX | RTX CORPORATION COM | $3.28万 | 0.01% | 170 | 39 | 29.8% | $7,523 | 加仓 |
| META | META PLATFORMS INC CL A | $3.43万 | 0.01% | 60 | -4 | -6.2% | -$2,289 | 减仓 |
| AVGO | BROADCOM INC COM | $3.44万 | 0.01% | 111 | 98 | 753.8% | $3.03万 | 加仓 |
| EVRG | EVERGY INC COM | $3.92万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $4.07万 | 0.02% | 104 | 71 | 215.2% | $2.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4.38万 | 0.02% | 149 | -9 | -5.7% | -$2,647 | 减仓 |
| NUE | NUCOR CORP COM | $4.89万 | 0.02% | 289 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND | $4.94万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $5.31万 | 0.02% | 565 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $5.34万 | 0.02% | 896 | -45 | -4.8% | -$2,680 | 减仓 |
| MMM | 3M CO COM | $5.63万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $6.18万 | 0.03% | 88 | 88 | — | $6.18万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $6.77万 | 0.03% | 183 | -14 | -7.1% | -$5,182 | 减仓 |
| BSCX | INVESCO BULLETSHARES 2033 CORPORATE BOND ETF | $6.85万 | 0.03% | 3,239 | -894 | -21.6% | -$1.89万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6.91万 | 0.03% | 99 | -4 | -3.9% | -$2,791 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $6.91万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7.29万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $8.94万 | 0.04% | 311 | 124 | 66.3% | $3.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $9.07万 | 0.04% | 91 | 19 | 26.4% | $1.89万 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $9.22万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $10.67万 | 0.04% | 372 | 125 | 50.6% | $3.59万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $13.53万 | 0.06% | 1,205 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $14.52万 | 0.06% | 3,089 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $14.71万 | 0.06% | 2,964 | -208 | -6.6% | -$1.03万 | 减仓 |
| AMZN | AMAZON COM INC COM | $16.83万 | 0.07% | 808 | 31 | 4.0% | $6,456 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $17.06万 | 0.07% | 6,797 | -8,217 | -54.7% | -$20.62万 | 减仓 |
| AON | AON PLC SHS CL A | $17.98万 | 0.07% | 557 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC COM | $19.54万 | 0.08% | 2,151 | -41,769 | -95.1% | -$379.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $20.51万 | 0.09% | 428 | -88 | -17.1% | -$4.22万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $20.74万 | 0.09% | 6,293 | -612 | -8.9% | -$2.02万 | 减仓 |
| DOX | AMDOCS LTD SHS | $20.92万 | 0.09% | 3,205 | -65,183 | -95.3% | -$425.38万 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $21.92万 | 0.09% | 1,929 | 1,929 | — | $21.92万 | 新建仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $22.39万 | 0.09% | 4,790 | -478 | -9.1% | -$2.23万 | 减仓 |
| WMT | WALMART INC COM | $22.42万 | 0.09% | 1,804 | 129 | 7.7% | $1.60万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $23.93万 | 0.10% | 11,203 | 11,203 | — | $23.93万 | 新建仓 |
| WPP | WPP PLC NEW ADR | $24.04万 | 0.10% | 15,462 | 15,462 | — | $24.04万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.70万 | 0.10% | 3,854 | 6 | 0.2% | $385 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $25.03万 | 0.10% | 6,085 | -123,615 | -95.3% | -$508.55万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $26.02万 | 0.11% | 9,380 | -186,751 | -95.2% | -$518.05万 | 减仓 |
| WU | WESTERN UN CO COM | $26.14万 | 0.11% | 29,940 | 29,940 | — | $26.14万 | 新建仓 |
| MOS | MOSAIC CO COM | $26.32万 | 0.11% | 10,322 | -228,258 | -95.7% | -$582.06万 | 减仓 |
| FRO | FRONTLINE PLC COM | $27.22万 | 0.11% | 7,808 | 7,808 | — | $27.22万 | 新建仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $27.85万 | 0.12% | 2,488 | 2,488 | — | $27.85万 | 新建仓 |
| CHCO | CITY HLDG CO COM | $27.91万 | 0.12% | 2,335 | -41,802 | -94.7% | -$499.62万 | 减仓 |
| F | FORD MTR CO COM | $29.11万 | 0.12% | 25,229 | -443,805 | -94.6% | -$512.15万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $30.65万 | 0.13% | 513 | -1 | -0.2% | -$598 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $31.35万 | 0.13% | 1,910 | -68,192 | -97.3% | -$1,119.23万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $34.28万 | 0.14% | 5,494 | 5,494 | — | $34.28万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $36.98万 | 0.15% | 1,865 | -33,770 | -94.8% | -$669.63万 | 减仓 |
| TSLA | TESLA INC COM | $37.17万 | 0.15% | 1,000 | 70 | 7.5% | $2.60万 | 加仓 |
| FAST | FASTENAL CO COM | $49.44万 | 0.21% | 10,656 | -183,251 | -94.5% | -$850.28万 | 减仓 |
| AAPL | APPLE INC COM | $50.33万 | 0.21% | 1,983 | -4,569 | -69.7% | -$115.96万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $63.19万 | 0.26% | 9,187 | -767 | -7.7% | -$5.28万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $65.28万 | 0.27% | 26,376 | -2,564 | -8.9% | -$6.35万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $75.22万 | 0.31% | 24,297 | -2,645 | -9.8% | -$8.19万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $88.70万 | 0.37% | 34,596 | -3,725 | -9.7% | -$9.55万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $96.28万 | 0.40% | 33,110 | -4,920 | -12.9% | -$14.31万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $96.68万 | 0.40% | 14,846 | 14,846 | — | $96.68万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $107.14万 | 0.45% | 2,692 | 2,138 | 385.9% | $85.09万 | 加仓 |
| ADSK | AUTODESK INC COM | $112.35万 | 0.47% | 4,693 | -931 | -16.6% | -$22.29万 | 减仓 |
| QCOM | QUALCOMM INC COM | $120.62万 | 0.50% | 9,366 | 7,311 | 355.8% | $94.15万 | 加仓 |
| HD | HOME DEPOT INC COM | $125.11万 | 0.52% | 3,804 | 2,986 | 365.0% | $98.21万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $146.40万 | 0.61% | 27,171 | 21,801 | 406.0% | $117.46万 | 加仓 |
| BX | BLACKSTONE INC COM | $148.52万 | 0.62% | 12,916 | 12,621 | 4,278.3% | $145.13万 | 加仓 |
| LLY | ELI LILLY & CO COM | $156.27万 | 0.65% | 1,699 | -31 | -1.8% | -$2.85万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $158.04万 | 0.66% | 6,845 | 5,478 | 400.7% | $126.48万 | 加仓 |
| PAYX | PAYCHEX INC COM | $160.71万 | 0.67% | 17,446 | 17,046 | 4,261.5% | $157.03万 | 加仓 |
| HRB | BLOCK H & R INC COM | $162.84万 | 0.68% | 51,303 | 50,152 | 4,357.3% | $159.18万 | 加仓 |
| COR | CENCORA INC COM | $165.36万 | 0.69% | 5,264 | -172 | -3.2% | -$5.40万 | 减仓 |
| BBWI | BATH & BODY WORKS INC COM | $175.77万 | 0.73% | 94,145 | 92,045 | 4,383.1% | $171.85万 | 加仓 |
| HPQ | HP INC COM | $179.48万 | 0.75% | 93,429 | 91,324 | 4,338.4% | $175.43万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $183.24万 | 0.76% | 8,378 | 1,436 | 20.7% | $31.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $183.44万 | 0.76% | 12,540 | 9,871 | 369.8% | $144.39万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $190.91万 | 0.80% | 19,790 | 19,348 | 4,377.4% | $186.65万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $194.76万 | 0.81% | 52,995 | -59,852 | -53.0% | -$219.96万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $208.29万 | 0.87% | 57,238 | 55,966 | 4,399.8% | $203.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $210.54万 | 0.88% | 8,613 | 6,836 | 384.7% | $167.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $212.55万 | 0.89% | 8,769 | 8,572 | 4,351.3% | $207.78万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $212.62万 | 0.89% | 10,846 | 10,597 | 4,255.8% | $207.74万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $212.91万 | 0.89% | 10,967 | 10,684 | 3,775.3% | $207.42万 | 加仓 |