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
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