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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC COM | $216.16万 | 0.90% | 23,980 | 23,402 | 4,048.8% | $210.95万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $217.51万 | 0.91% | 38,179 | 37,353 | 4,522.2% | $212.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $223.49万 | 0.93% | 12,815 | 10,165 | 383.6% | $177.28万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $223.84万 | 0.93% | 77,965 | 76,219 | 4,365.3% | $218.82万 | 加仓 |
| BBY | BEST BUY INC COM | $230.41万 | 0.96% | 35,890 | 35,087 | 4,369.5% | $225.26万 | 加仓 |
| MCD | MCDONALDS CORP COM | $234.43万 | 0.98% | 7,543 | 7,319 | 3,267.4% | $227.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $234.89万 | 0.98% | 9,024 | 8,826 | 4,457.6% | $229.73万 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $237.23万 | 0.99% | 175,595 | -157,131 | -47.2% | -$212.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $238.89万 | 0.99% | 16,539 | 15,671 | 1,805.4% | $226.35万 | 加仓 |
| ABBV | ABBVIE INC COM | $241.74万 | 1.01% | 11,115 | 10,510 | 1,737.2% | $228.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $243.15万 | 1.01% | 11,380 | 9,084 | 395.6% | $194.09万 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $244.53万 | 1.02% | 53,861 | 53,821 | 134,552.5% | $244.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $247.62万 | 1.03% | 4,097 | 3,984 | 3,525.7% | $240.79万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $262.76万 | 1.09% | 30,324 | 29,663 | 4,487.6% | $257.03万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $267.16万 | 1.11% | 43,933 | 42,970 | 4,462.1% | $261.30万 | 加仓 |
| UNP | UNION PAC CORP COM | $270.13万 | 1.12% | 11,134 | 10,847 | 3,779.4% | $263.17万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $275.46万 | 1.15% | 32,320 | 31,538 | 4,033.0% | $268.80万 | 加仓 |
| TPR | TAPESTRY INC COM | $278.65万 | 1.16% | 19,747 | 15,730 | 391.6% | $221.97万 | 加仓 |
| PEP | PEPSICO INC COM | $288.78万 | 1.20% | 18,596 | 17,710 | 1,998.9% | $275.02万 | 加仓 |
| HAS | HASBRO INC COM | $296.91万 | 1.24% | 31,721 | 30,913 | 3,825.9% | $289.35万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $346.81万 | 1.44% | 57,182 | 55,932 | 4,474.6% | $339.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $347.72万 | 1.45% | 69,267 | -69,565 | -50.1% | -$349.22万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $374.09万 | 1.56% | 79,594 | 77,866 | 4,506.1% | $365.97万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $394.54万 | 1.64% | 48,126 | 14,600 | 43.5% | $119.69万 | 加仓 |
| TRGP | TARGA RES CORP COM | $403.88万 | 1.68% | 16,108 | 15,761 | 4,542.1% | $395.18万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $411.83万 | 1.71% | 24,908 | 22,689 | 1,022.5% | $375.14万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $414.31万 | 1.73% | 130,863 | 37,735 | 40.5% | $119.47万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $415.91万 | 1.73% | 109,449 | 30,184 | 38.1% | $114.70万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $439.54万 | 1.83% | 66,607 | 60,391 | 971.5% | $398.52万 | 加仓 |
| KO | COCA COLA CO COM | $457.55万 | 1.91% | 60,164 | 54,410 | 945.6% | $413.79万 | 加仓 |
| AMGN | AMGEN INC COM | $459.76万 | 1.91% | 13,067 | 11,989 | 1,112.2% | $421.83万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $467.19万 | 1.95% | 27,153 | 26,545 | 4,366.0% | $456.73万 | 加仓 |
| CSCO | CISCO SYS INC COM | $490.35万 | 2.04% | 63,197 | 57,343 | 979.6% | $444.92万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $498.68万 | 2.08% | 35,781 | 32,219 | 904.5% | $449.04万 | 加仓 |
| MRK | MERCK & CO INC COM | $578.90万 | 2.41% | 48,125 | 43,334 | 904.5% | $521.26万 | 加仓 |
| BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $590.34万 | 2.46% | 287,691 | -6,073 | -2.1% | -$12.46万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $968.86万 | 4.03% | 415,461 | -2,167 | -0.5% | -$5.05万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $1,240.93万 | 5.17% | 466,341 | -13,503 | -2.8% | -$35.93万 | 减仓 |
| BKAG | BNY MELLON CORE BOND ETF | $1,271.14万 | 5.29% | 301,218 | -5,374 | -1.8% | -$22.68万 | 减仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $1,404.91万 | 5.85% | 112,564 | 32,983 | 41.4% | $411.66万 | 加仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $1,773.49万 | 7.39% | 564,266 | -15,423 | -2.7% | -$48.47万 | 减仓 |