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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| BKAG | BNY MELLON CORE BOND ETF | $1,271.14万 | 5.29% | 301,218 | -5,374 | -1.8% | -$22.68万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $1,240.93万 | 5.17% | 466,341 | -13,503 | -2.8% | -$35.93万 | 减仓 |
| 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 |
| BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $590.34万 | 2.46% | 287,691 | -6,073 | -2.1% | -$12.46万 | 减仓 |
| MRK | MERCK & CO INC COM | $578.90万 | 2.41% | 48,125 | 43,334 | 904.5% | $521.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $498.68万 | 2.08% | 35,781 | 32,219 | 904.5% | $449.04万 | 加仓 |
| CSCO | CISCO SYS INC COM | $490.35万 | 2.04% | 63,197 | 57,343 | 979.6% | $444.92万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $467.19万 | 1.95% | 27,153 | 26,545 | 4,366.0% | $456.73万 | 加仓 |
| AMGN | AMGEN INC COM | $459.76万 | 1.91% | 13,067 | 11,989 | 1,112.2% | $421.83万 | 加仓 |
| KO | COCA COLA CO COM | $457.55万 | 1.91% | 60,164 | 54,410 | 945.6% | $413.79万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $439.54万 | 1.83% | 66,607 | 60,391 | 971.5% | $398.52万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $415.91万 | 1.73% | 109,449 | 30,184 | 38.1% | $114.70万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $414.31万 | 1.73% | 130,863 | 37,735 | 40.5% | $119.47万 | 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 |
| TRGP | TARGA RES CORP COM | $403.88万 | 1.68% | 16,108 | 15,761 | 4,542.1% | $395.18万 | 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 |
| BP | BP PLC SPONSORED ADR | $374.09万 | 1.56% | 79,594 | 77,866 | 4,506.1% | $365.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $347.72万 | 1.45% | 69,267 | -69,565 | -50.1% | -$349.22万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $346.81万 | 1.44% | 57,182 | 55,932 | 4,474.6% | $339.23万 | 加仓 |
| HAS | HASBRO INC COM | $296.91万 | 1.24% | 31,721 | 30,913 | 3,825.9% | $289.35万 | 加仓 |
| PEP | PEPSICO INC COM | $288.78万 | 1.20% | 18,596 | 17,710 | 1,998.9% | $275.02万 | 加仓 |
| TPR | TAPESTRY INC COM | $278.65万 | 1.16% | 19,747 | 15,730 | 391.6% | $221.97万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $275.46万 | 1.15% | 32,320 | 31,538 | 4,033.0% | $268.80万 | 加仓 |
| UNP | UNION PAC CORP COM | $270.13万 | 1.12% | 11,134 | 10,847 | 3,779.4% | $263.17万 | 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 |
| MDT | MEDTRONIC PLC SHS | $262.76万 | 1.09% | 30,324 | 29,663 | 4,487.6% | $257.03万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $247.62万 | 1.03% | 4,097 | 3,984 | 3,525.7% | $240.79万 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $244.53万 | 1.02% | 53,861 | 53,821 | 134,552.5% | $244.35万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $243.15万 | 1.01% | 11,380 | 9,084 | 395.6% | $194.09万 | 加仓 |
| ABBV | ABBVIE INC COM | $241.74万 | 1.01% | 11,115 | 10,510 | 1,737.2% | $228.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $238.89万 | 0.99% | 16,539 | 15,671 | 1,805.4% | $226.35万 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $237.23万 | 0.99% | 175,595 | -157,131 | -47.2% | -$212.28万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $234.89万 | 0.98% | 9,024 | 8,826 | 4,457.6% | $229.73万 | 加仓 |
| MCD | MCDONALDS CORP COM | $234.43万 | 0.98% | 7,543 | 7,319 | 3,267.4% | $227.47万 | 加仓 |
| BBY | BEST BUY INC COM | $230.41万 | 0.96% | 35,890 | 35,087 | 4,369.5% | $225.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $223.84万 | 0.93% | 77,965 | 76,219 | 4,365.3% | $218.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $223.49万 | 0.93% | 12,815 | 10,165 | 383.6% | $177.28万 | 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 |
| TROW | PRICE T ROWE GROUP INC COM | $216.16万 | 0.90% | 23,980 | 23,402 | 4,048.8% | $210.95万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $212.91万 | 0.89% | 10,967 | 10,684 | 3,775.3% | $207.42万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $212.62万 | 0.89% | 10,846 | 10,597 | 4,255.8% | $207.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $212.55万 | 0.89% | 8,769 | 8,572 | 4,351.3% | $207.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $210.54万 | 0.88% | 8,613 | 6,836 | 384.7% | $167.10万 | 加仓 |
| 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 |
| NVO | NOVO-NORDISK A S ADR | $194.76万 | 0.81% | 52,995 | -59,852 | -53.0% | -$219.96万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $190.91万 | 0.80% | 19,790 | 19,348 | 4,377.4% | $186.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $183.44万 | 0.76% | 12,540 | 9,871 | 369.8% | $144.39万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $183.24万 | 0.76% | 8,378 | 1,436 | 20.7% | $31.41万 | 加仓 |
| HPQ | HP INC COM | $179.48万 | 0.75% | 93,429 | 91,324 | 4,338.4% | $175.43万 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $175.77万 | 0.73% | 94,145 | 92,045 | 4,383.1% | $171.85万 | 加仓 |
| COR | CENCORA INC COM | $165.36万 | 0.69% | 5,264 | -172 | -3.2% | -$5.40万 | 减仓 |
| HRB | BLOCK H & R INC COM | $162.84万 | 0.68% | 51,303 | 50,152 | 4,357.3% | $159.18万 | 加仓 |
| PAYX | PAYCHEX INC COM | $160.71万 | 0.67% | 17,446 | 17,046 | 4,261.5% | $157.03万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $158.04万 | 0.66% | 6,845 | 5,478 | 400.7% | $126.48万 | 加仓 |
| LLY | ELI LILLY & CO COM | $156.27万 | 0.65% | 1,699 | -31 | -1.8% | -$2.85万 | 减仓 |
| BX | BLACKSTONE INC COM | $148.52万 | 0.62% | 12,916 | 12,621 | 4,278.3% | $145.13万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $146.40万 | 0.61% | 27,171 | 21,801 | 406.0% | $117.46万 | 加仓 |
| HD | HOME DEPOT INC COM | $125.11万 | 0.52% | 3,804 | 2,986 | 365.0% | $98.21万 | 加仓 |
| QCOM | QUALCOMM INC COM | $120.62万 | 0.50% | 9,366 | 7,311 | 355.8% | $94.15万 | 加仓 |
| ADSK | AUTODESK INC COM | $112.35万 | 0.47% | 4,693 | -931 | -16.6% | -$22.29万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $107.14万 | 0.45% | 2,692 | 2,138 | 385.9% | $85.09万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $96.68万 | 0.40% | 14,846 | 14,846 | — | $96.68万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $96.28万 | 0.40% | 33,110 | -4,920 | -12.9% | -$14.31万 | 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 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $75.22万 | 0.31% | 24,297 | -2,645 | -9.8% | -$8.19万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $65.28万 | 0.27% | 26,376 | -2,564 | -8.9% | -$6.35万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $63.19万 | 0.26% | 9,187 | -767 | -7.7% | -$5.28万 | 减仓 |
| AAPL | APPLE INC COM | $50.33万 | 0.21% | 1,983 | -4,569 | -69.7% | -$115.96万 | 减仓 |
| FAST | FASTENAL CO COM | $49.44万 | 0.21% | 10,656 | -183,251 | -94.5% | -$850.28万 | 减仓 |
| TSLA | TESLA INC COM | $37.17万 | 0.15% | 1,000 | 70 | 7.5% | $2.60万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $36.98万 | 0.15% | 1,865 | -33,770 | -94.8% | -$669.63万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $34.28万 | 0.14% | 5,494 | 5,494 | — | $34.28万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $31.35万 | 0.13% | 1,910 | -68,192 | -97.3% | -$1,119.23万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $30.65万 | 0.13% | 513 | -1 | -0.2% | -$598 | 减仓 |
| F | FORD MTR CO COM | $29.11万 | 0.12% | 25,229 | -443,805 | -94.6% | -$512.15万 | 减仓 |
| CHCO | CITY HLDG CO COM | $27.91万 | 0.12% | 2,335 | -41,802 | -94.7% | -$499.62万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $27.85万 | 0.12% | 2,488 | 2,488 | — | $27.85万 | 新建仓 |
| FRO | FRONTLINE PLC COM | $27.22万 | 0.11% | 7,808 | 7,808 | — | $27.22万 | 新建仓 |
| MOS | MOSAIC CO COM | $26.32万 | 0.11% | 10,322 | -228,258 | -95.7% | -$582.06万 | 减仓 |
| WU | WESTERN UN CO COM | $26.14万 | 0.11% | 29,940 | 29,940 | — | $26.14万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $26.02万 | 0.11% | 9,380 | -186,751 | -95.2% | -$518.05万 | 减仓 |
| EIG | EMPLOYERS HLDGS INC COM | $25.03万 | 0.10% | 6,085 | -123,615 | -95.3% | -$508.55万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.70万 | 0.10% | 3,854 | 6 | 0.2% | $385 | 加仓 |
| WPP | WPP PLC NEW ADR | $24.04万 | 0.10% | 15,462 | 15,462 | — | $24.04万 | 新建仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $23.93万 | 0.10% | 11,203 | 11,203 | — | $23.93万 | 新建仓 |
| WMT | WALMART INC COM | $22.42万 | 0.09% | 1,804 | 129 | 7.7% | $1.60万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $22.39万 | 0.09% | 4,790 | -478 | -9.1% | -$2.23万 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $21.92万 | 0.09% | 1,929 | 1,929 | — | $21.92万 | 新建仓 |
| DOX | AMDOCS LTD SHS | $20.92万 | 0.09% | 3,205 | -65,183 | -95.3% | -$425.38万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $20.74万 | 0.09% | 6,293 | -612 | -8.9% | -$2.02万 | 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 |
| IPAR | INTERPARFUMS INC COM | $19.54万 | 0.08% | 2,151 | -41,769 | -95.1% | -$379.43万 | 减仓 |
| AON | AON PLC SHS CL A | $17.98万 | 0.07% | 557 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $17.06万 | 0.07% | 6,797 | -8,217 | -54.7% | -$20.62万 | 减仓 |
| AMZN | AMAZON COM INC COM | $16.83万 | 0.07% | 808 | 31 | 4.0% | $6,456 | 加仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $14.71万 | 0.06% | 2,964 | -208 | -6.6% | -$1.03万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $14.52万 | 0.06% | 3,089 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $13.53万 | 0.06% | 1,205 | 0 | 0.0% | — | 不变 |