13F 机构持仓

Carolina Wealth Advisors, LLC

MYRTLE BEACH SC · SEC CIK 0001786411

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHQ 7.4%
BKLC 5.9%
BKAG 5.3%
SCHP 5.2%
SPHY 4.0%
BSCZ 2.5%
MRK 2.4%
GILD 2.1%
CSCO 2.0%
SCCO 1.9%

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
— GUESS INC COM $00.00%0 -543,757-100.0% -$910.79万 清仓
RES RPC INC COM $00.00%0 -1,252,201-100.0% -$681.20万 清仓
TAP MOLSON COORS BEVERAGE CO CL B $00.00%0 -90,331-100.0% -$421.67万 清仓
BLMN BLOOMIN BRANDS INC COM $00.00%0 -486,270-100.0% -$300.03万 清仓
MSCI MSCI INC COM $00.00%0 -2,270-100.0% -$130.24万 清仓
MANH MANHATTAN ASSOCIATES INC COM $00.00%0 -7,250-100.0% -$125.65万 清仓
OTIS OTIS WORLDWIDE CORP COM $00.00%0 -13,047-100.0% -$113.97万 清仓
VRSK VERISK ANALYTICS INC COM $00.00%0 -4,690-100.0% -$104.91万 清仓
BRBR BELLRING BRANDS INC COMMON STOCK $00.00%0 -37,872-100.0% -$101.23万 清仓
LII LENNOX INTL INC COM $00.00%0 -2,073-100.0% -$100.66万 清仓
GDDY GODADDY INC CL A $00.00%0 -8,036-100.0% -$99.71万 清仓
VB VANGUARD SMALL-CAP ETF $00.00%0 -444-100.0% -$11.45万 清仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $00.00%0 -1,603-100.0% -$10.78万 清仓
JGRO JPMORGAN ACTIVE GROWTH ETF $00.00%0 -974-100.0% -$9.04万 清仓
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF $00.00%0 —— — 申报中断
EQH EQUITABLE HLDGS INC COM $00.00%0 -1,222-100.0% -$5.82万 清仓
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF $00.00%0 -1,032-100.0% -$4.41万 清仓
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $00.00%0 -647-100.0% -$4.14万 清仓
IVW ISHARES S&P 500 GROWTH ETF $00.00%0 -290-100.0% -$3.57万 清仓
CLX CLOROX CO DEL COM $00.00%0 -328-100.0% -$3.31万 清仓
FEGE FIRST EAGLE GLOBAL EQUITY ETF $00.00%0 -653-100.0% -$3.01万 清仓
MUB ISHARES NATIONAL MUNI BOND ETF $00.00%0 -265-100.0% -$2.84万 清仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $00.00%0 -211-100.0% -$2.15万 清仓
CAG CONAGRA BRANDS INC COM $00.00%0 -1,136-100.0% -$1.97万 清仓
TFC TRUIST FINL CORP COM $00.00%0 -333-100.0% -$1.64万 清仓
VNQ VANGUARD REAL ESTATE ETF $00.00%0 -162-100.0% -$1.43万 清仓
EME EMCOR GROUP INC COM $00.00%0 -5-100.0% -$3,059 清仓
FOXA FOX CORP CL A COM $00.00%0 -40-100.0% -$2,923 清仓
CW CURTISS WRIGHT CORP COM $00.00%0 -5-100.0% -$2,756 清仓
AIZ ASSURANT INC COM $00.00%0 -11-100.0% -$2,649 清仓
ENSG ENSIGN GROUP INC COM $00.00%0 -15-100.0% -$2,613 清仓
CBOE CBOE GLOBAL MKTS INC COM $00.00%0 -10-100.0% -$2,510 清仓
STRL STERLING INFRASTRUCTURE INC COM $00.00%0 —— — 申报中断
FSM FORTUNA MNG CORP COM NEW $00.00%0 -245-100.0% -$2,403 清仓
UHS UNIVERSAL HLTH SVCS INC CL B $00.00%0 -11-100.0% -$2,398 清仓
WTFC WINTRUST FINL CORP COM $00.00%0 -17-100.0% -$2,377 清仓
PYPL PAYPAL HLDGS INC COM $00.00%0 -40-100.0% -$2,335 清仓
CACI CACI INTL INC CL A $00.00%0 -4-100.0% -$2,131 清仓
RL RALPH LAUREN CORP CL A $00.00%0 -6-100.0% -$2,122 清仓
OSIS OSI SYSTEMS INC COM $00.00%0 -8-100.0% -$2,040 清仓
WMB WILLIAMS COS INC COM $00.00%0 -32-100.0% -$1,924 清仓
AYI ACUITY INC COM $00.00%0 -5-100.0% -$1,800 清仓
DOCU DOCUSIGN INC COM $00.00%0 -26-100.0% -$1,778 清仓
PH PARKER-HANNIFIN CORP COM $00.00%0 -2-100.0% -$1,758 清仓
ADBE ADOBE INC COM $00.00%0 -5-100.0% -$1,750 清仓
JPLD JPMORGAN LIMITED DURATION BOND ETF $00.00%0 -33-100.0% -$1,727 清仓
ATO ATMOS ENERGY CORP COM $00.00%0 -10-100.0% -$1,676 清仓
NFG NATIONAL FUEL GAS CO COM $00.00%0 -20-100.0% -$1,601 清仓
BRX BRIXMOR PPTY GROUP INC COM $00.00%0 -59-100.0% -$1,547 清仓
SEIC SEI INVTS CO COM $00.00%0 -17-100.0% -$1,394 清仓
QLYS QUALYS INC COM $00.00%0 -8-100.0% -$1,063 清仓
UBER UBER TECHNOLOGIES INC COM $00.00%0 -13-100.0% -$1,062 清仓
DORM DORMAN PRODS INC COM $00.00%0 -8-100.0% -$986 清仓
AM ANTERO MIDSTREAM CORP COM $00.00%0 -47-100.0% -$836 清仓
LRN STRIDE INC COM $00.00%0 -12-100.0% -$779 清仓
DTM DT MIDSTREAM INC COMMON STOCK $00.00%0 -3-100.0% -$359 清仓
VTI VANGUARD TOTAL STOCK MARKET ETF $00.00%0 -1-100.0% -$335 清仓
QQQM INVESCO NASDAQ 100 ETF $00.00%0 -1-100.0% -$253 清仓
UPST UPSTART HLDGS INC COM $00.00%0 -4-100.0% -$175 清仓
CEVA CEVA INC COM $00.00%0 -8-100.0% -$172 清仓
PFE PFIZER INC COM $00.00%0 -5-100.0% -$125 清仓
— FUBOTV INC CLASS A COM SHS $00.00%0 -42-100.0% -$106 清仓
PSFE PAYSAFE LIMITED SHS $00.00%0 -3-100.0% -$24 清仓
— JET AI INC COM NEW $00.00%1 00.0% — 不变
FUBO FUBOTV INC COM NEW CL A $280.00%3 3— $28 新建仓
GIS GENERAL MILLS INC COM $370.00%1 00.0% — 不变
— OCCIDENTAL PETE CORP WT EXP 080327 $430.00%1 00.0% — 不变
RUM RUMBLE INC COM CL A $2040.00%40 00.0% — 不变
HSY HERSHEY CO COM $2080.00%1 00.0% — 不变
CLS CELESTICA INC COM $5630.00%2 2— $563 新建仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $5850.00%11 00.0% — 不变
UA UNDER ARMOUR INC CL C $6950.00%120 00.0% — 不变
UAA UNDER ARMOUR INC CL A $7090.00%120 00.0% — 不变
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $1,1030.00%31 00.0% — 不变
KMX CARMAX INC COM $1,3720.00%33 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TRUST ETF $1,4100.00%47 00.0% — 不变
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $1,4240.00%10 00.0% — 不变
LULU LULULEMON ATHLETICA INC COM $1,5310.00%10 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES INC COM $1,6340.00%32 00.0% — 不变
GLD SPDR GOLD SHARES $1,7210.00%4 4— $1,721 新建仓
DIS DISNEY WALT CO COM $1,8310.00%19 00.0% — 不变
HAL HALLIBURTON CO COM $1,9500.00%50 00.0% — 不变
VTV VANGUARD VALUE ETF $1,9620.00%10 -113-91.9% -$2.22万 减仓
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF $1,9960.00%19 19— $1,996 新建仓
CVX CHEVRON CORPORATION COM $2,0690.00%10 10— $2,069 新建仓
UNH UNITEDHEALTH GROUP INC COM $2,1650.00%8 -28-77.8% -$7,578 减仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $2,2590.00%8 8— $2,259 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2,3690.00%64 64— $2,369 新建仓
GLW CORNING INC COM $2,5830.00%19 19— $2,583 新建仓
ELV ELEVANCE HEALTH INC FORMERLY A COM $2,6350.00%9 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC COM $2,9610.00%35 35— $2,961 新建仓
STZ CONSTELLATION BRANDS INC CL A $3,0000.00%20 00.0% — 不变
FLO FLOWERS FOODS INC COM $3,2600.00%400 00.0% — 不变
CAH CARDINAL HEALTH INC COM $3,5920.00%17 -8,953-99.8% -$189.17万 减仓
ROST ROSS STORES INC COM $3,8990.00%18 18— $3,899 新建仓
BJ BJS WHSL CLUB HLDGS INC COM $4,1340.00%42 00.0% — 不变
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $4,1450.00%70 00.0% — 不变
PSX PHILLIPS 66 COM $4,1900.00%23 23— $4,190 新建仓
MAR MARRIOTT INTL INC NEW CL A $4,2520.00%13 13— $4,252 新建仓
NEE NEXTERA ENERGY INC COM $4,2720.00%46 46— $4,272 新建仓