13F 机构持仓

Carolina Wealth Advisors, LLC

MYRTLE BEACH SC · SEC CIK 0001786411

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.1%
BKLC 6.6%
BKAG 5.0%
SCHP 4.9%
SPHY 3.9%
CSCO 2.9%
BSCZ 2.3%
FESM 2.1%
TXN 2.0%
KO 1.9%

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
VOO VANGUARD S&P 500 ETF $00.00%0 -513-100.0% -$30.65万 清仓
CPA COPA HOLDINGS SA CL A $00.00%0 -1,929-100.0% -$21.92万 清仓
— EXXON MOBIL CORP COM $00.00%0 -192-100.0% -$3.26万 清仓
— HOLOGIC INC COM $00.00%0 -285-100.0% -$2.15万 清仓
HL HECLA MINING COMPANY COM $00.00%0 -794-100.0% -$1.48万 清仓
CDE COEUR MNG INC COM NEW $00.00%0 -538-100.0% -$1.01万 清仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $00.00%0 -201-100.0% -$9,318 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $00.00%0 -119-100.0% -$8,391 清仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $00.00%0 -143-100.0% -$7,909 清仓
APH AMPHENOL CORP CL A $00.00%0 -50-100.0% -$6,318 清仓
OIS OIL STS INTL INC COM $00.00%0 -518-100.0% -$6,030 清仓
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A $00.00%0 -1,492-100.0% -$5,237 清仓
NFLX NETFLIX INC. COM $00.00%0 -50-100.0% -$4,808 清仓
CVX CHEVRON CORPORATION COM $00.00%0 -10-100.0% -$2,069 清仓
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF $00.00%0 -19-100.0% -$1,996 清仓
GLD SPDR GOLD SHARES $00.00%0 -4-100.0% -$1,721 清仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $00.00%0 -11-100.0% -$585 清仓
CLS CELESTICA INC COM $00.00%0 -2-100.0% -$563 清仓
FUBO FUBOTV INC COM NEW CL A $00.00%0 -3-100.0% -$28 清仓
— JET AI INC COM NEW $00.00%0 -1-100.0% — 清仓
— OCCIDENTAL PETE CORP WT EXP 080327 $270.00%1 00.0% — 不变
GIS GENERAL MILLS INC COM $350.00%1 00.0% — 不变
HSY HERSHEY CO COM $1750.00%1 00.0% — 不变
RUM RUM GROUP INC COM CL A $2540.00%40 00.0% — 不变
UA UNDER ARMOUR INC CL C $7460.00%120 00.0% — 不变
UAA UNDER ARMOUR INC CL A $7670.00%120 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC COM $9080.00%37 37— $908 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $1,0440.00%29 -35-54.7% -$1,260 减仓
LULU LULULEMON ATHLETICA INC COM $1,1420.00%10 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TRUST ETF $1,2200.00%47 00.0% — 不变
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $1,2740.00%31 00.0% — 不变
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $1,6430.00%10 00.0% — 不变
HAL HALLIBURTON CO COM $1,6980.00%50 00.0% — 不变
KMX CARMAX INC COM $1,7450.00%33 00.0% — 不变
DIS DISNEY WALT CO COM $1,8290.00%19 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES INC COM $1,8700.00%32 00.0% — 不变
NEM NEWMONT CORP COM $2,0550.00%22 -127-85.2% -$1.19万 减仓
VTV VANGUARD VALUE ETF $2,1790.00%10 00.0% — 不变
STZ CONSTELLATION BRANDS INC CL A $2,7820.00%20 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC COM $2,8010.00%8 00.0% — 不变
— WARNER BROS DISCOVERY INC COM SER A $2,8790.00%108 -228-67.9% -$6,078 减仓
FLO FLOWERS FOODS INC COM $3,1600.00%400 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $3,3250.00%8 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY A COM $3,4810.00%9 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC COM $3,6630.00%42 00.0% — 不变
FDX FEDEX CORP COM $3,7580.00%12 00.0% — 不变
ROST ROSS STORES INC COM $3,8310.00%18 00.0% — 不变
PSX PHILLIPS 66 COM $3,8880.00%23 00.0% — 不变
HCA HCA HEALTHCARE INC COM $3,8990.00%10 00.0% — 不变
VOE VANGUARD MID-CAP VALUE ETF $3,9520.00%20 -355-94.7% -$7.01万 减仓
NEE NEXTERA ENERGY INC COM $4,0370.00%46 00.0% — 不变
CAH CARDINAL HEALTH INC COM $4,0390.00%17 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC COM NEW $4,1530.00%10 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $4,3990.00%13 00.0% — 不变
VLO VALERO ENERGY CORP COM $4,6880.00%18 00.0% — 不变
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $4,7290.00%70 00.0% — 不变
D DOMINION ENERGY INC COM $4,7800.00%70 00.0% — 不变
MAR MARRIOTT INTL INC NEW CL A $4,8180.00%13 00.0% — 不变
GLW CORNING INC COM $4,8530.00%19 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC COM $4,9670.00%10 00.0% — 不变
DKNG DRAFTKINGS INC NEW COM CL A $5,0520.00%200 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW $5,0630.00%40 00.0% — 不变
EQIX EQUINIX INC COM $5,2120.00%5 00.0% — 不变
NU NU HLDGS LTD ORD SHS CL A $5,2240.00%391 00.0% — 不变
UPS UNITED PARCEL SVCS INC CL B $5,3750.00%50 00.0% — 不变
BRO BROWN & BROWN INC COM $5,3890.00%84 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $5,4060.00%37 00.0% — 不变
PB PROSPERITY BANCSHARES INC COM $5,4770.00%75 00.0% — 不变
CPRT COPART INC COM $5,5820.00%198 00.0% — 不变
NNN NNN REIT INC COM $5,5840.00%120 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK COM $5,7300.00%110 00.0% — 不变
TIGO MILLICOM INTL CELLULAR S A COM STK $5,8090.00%64 -157-71.0% -$1.43万 减仓
NDAQ NASDAQ INC COM $5,8330.00%74 00.0% — 不变
AXTI AXT INC COM $5,8380.00%81 81— $5,838 新建仓
ORCL ORACLE CORP COM $5,8620.00%40 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM NEW $5,8660.00%200 00.0% — 不变
WTI W & T OFFSHORE INC COM $5,9000.00%1,873 1,873— $5,900 新建仓
PPG PPG INDS INC COM $6,0650.00%50 00.0% — 不变
IQV IQVIA HLDGS INC COM $6,3760.00%33 00.0% — 不变
ET ENERGY TRANSFER L P COM UT LTD PTN $6,4240.00%336 00.0% — 不变
PWR QUANTA SVCS INC COM $6,4800.00%9 00.0% — 不变
EIX EDISON INTL COM $6,6260.00%89 00.0% — 不变
FET FORUM ENERGY TECHNOLOGIES INC COM $6,6810.00%133 4043.0% $2,009 加仓
STRL STERLING INFRASTRUCTURE INC COM $6,7150.00%8 00.0% — 重新持有
EXC EXELON CORP COM $6,9930.00%150 00.0% — 不变
CB CHUBB LIMITED COM $7,1560.00%21 00.0% — 不变
PLD PROLOGIS INC. COM $7,1800.00%53 00.0% — 不变
SON SONOCO PRODS CO COM $7,2130.00%128 00.0% — 不变
ETN EATON CORP PLC SHS $7,2440.00%17 00.0% — 不变
CI THE CIGNA GROUP COM $7,4430.00%27 00.0% — 不变
CEG CONSTELLATION ENERGY CORP COM $7,4510.00%30 00.0% — 不变
SO SOUTHERN CO COM $7,7530.00%81 00.0% — 不变
MKL MARKEL GROUP INC COM $7,8120.00%4 00.0% — 不变
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF $8,0380.00%78 -727-90.3% -$7.49万 重新持有
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $8,2400.00%100 00.0% — 不变
VMC VULCAN MATLS CO COM $8,5550.00%29 00.0% — 不变
DELL DELL TECHNOLOGIES INC CL C $8,6290.00%20 -1,890-99.0% -$81.54万 减仓
LYV LIVE NATION ENTERTAINMENT INC COM $8,7890.00%48 00.0% — 不变
ANET ARISTA NETWORKS INC COM SHS $8,8340.00%52 00.0% — 不变
WELL WELLTOWER INC COM $8,8520.00%39 00.0% — 不变