Carolina Wealth Advisors, LLC
MYRTLE BEACH SC · SEC CIK 0001786411
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $1,813.97万 | 7.11% | 579,543 | 15,277 | 2.7% | $47.82万 | 加仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $1,694.07万 | 6.64% | 118,144 | 5,580 | 5.0% | $80.01万 | 加仓 |
| BKAG | BNY MELLON CORE BOND ETF | $1,287.84万 | 5.05% | 306,994 | 5,776 | 1.9% | $24.23万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $1,253.11万 | 4.91% | 472,871 | 6,530 | 1.4% | $17.30万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $990.46万 | 3.88% | 422,552 | 7,091 | 1.7% | $16.62万 | 加仓 |
| CSCO | CISCO SYS INC COM | $738.40万 | 2.89% | 62,864 | -333 | -0.5% | -$3.91万 | 减仓 |
| BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $599.46万 | 2.35% | 292,847 | 5,156 | 1.8% | $10.55万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $528.13万 | 2.07% | 109,366 | -83 | -0.1% | -$4,008 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $516.14万 | 2.02% | 17,316 | 6,349 | 57.9% | $189.24万 | 加仓 |
| KO | COCA COLA CO COM | $486.18万 | 1.91% | 59,823 | -341 | -0.6% | -$2.77万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $477.55万 | 1.87% | 66,373 | -234 | -0.4% | -$1.68万 | 减仓 |
| ABBV | ABBVIE INC COM | $471.60万 | 1.85% | 18,741 | 7,626 | 68.6% | $191.90万 | 加仓 |
| AMGN | AMGEN INC COM | $471.12万 | 1.85% | 13,010 | -57 | -0.4% | -$2.06万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $467.10万 | 1.83% | 26,805 | -348 | -1.3% | -$6.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $448.44万 | 1.76% | 24,788 | -120 | -0.5% | -$2.17万 | 减仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $434.39万 | 1.70% | 136,901 | 6,038 | 4.6% | $19.16万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $431.07万 | 1.69% | 51,892 | 3,766 | 7.8% | $31.28万 | 加仓 |
| TRGP | TARGA RES CORP COM | $425.03万 | 1.67% | 15,851 | -257 | -1.6% | -$6.89万 | 减仓 |
| MRK | MERCK & CO INC COM | $413.40万 | 1.62% | 32,171 | -15,954 | -33.2% | -$205.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $378.69万 | 1.48% | 8,739 | -2,641 | -23.2% | -$114.44万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $324.47万 | 1.27% | 56,312 | -870 | -1.5% | -$5.01万 | 减仓 |
| SNDK | SANDISK CORP COM | $304.68万 | 1.19% | 1,340 | 1,320 | 6,600.0% | $300.13万 | 加仓 |
| FRO | FRONTLINE PLC COM | $301.19万 | 1.18% | 86,573 | 78,765 | 1,008.8% | $274.02万 | 加仓 |
| UNP | UNION PAC CORP COM | $298.11万 | 1.17% | 10,960 | -174 | -1.6% | -$4.73万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $294.66万 | 1.15% | 43,263 | -670 | -1.5% | -$4.56万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $291.64万 | 1.14% | 31,811 | -509 | -1.6% | -$4.67万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $289.75万 | 1.14% | 68,435 | -832 | -1.2% | -$3.52万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $289.32万 | 1.13% | 78,301 | -1,293 | -1.6% | -$4.78万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $269.56万 | 1.06% | 23,710 | -270 | -1.1% | -$3.07万 | 减仓 |
| BBY | BEST BUY INC COM | $268.78万 | 1.05% | 35,422 | -468 | -1.3% | -$3.55万 | 减仓 |
| HAS | HASBRO INC COM | $257.85万 | 1.01% | 31,221 | -500 | -1.6% | -$4.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $256.68万 | 1.01% | 12,828 | 13 | 0.1% | $2,601 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $250.00万 | 0.98% | 52,148 | -847 | -1.6% | -$4.06万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $248.96万 | 0.98% | 8,853 | 84 | 1.0% | $2.36万 | 加仓 |
| PEP | PEPSICO INC COM | $248.32万 | 0.97% | 18,340 | -256 | -1.4% | -$3.47万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $240.20万 | 0.94% | 8,881 | -143 | -1.6% | -$3.87万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $238.89万 | 0.94% | 16,291 | -248 | -1.5% | -$3.64万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $233.09万 | 0.91% | 29,796 | -528 | -1.7% | -$4.13万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $225.55万 | 0.88% | 37,516 | -663 | -1.7% | -$3.99万 | 减仓 |
| HRB | BLOCK H & R INC COM | $223.26万 | 0.88% | 58,629 | 7,326 | 14.3% | $27.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $221.66万 | 0.87% | 8,728 | 115 | 1.3% | $2.92万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $220.86万 | 0.87% | 10,721 | -125 | -1.2% | -$2.58万 | 减仓 |
| BBWI | BATH & BODY WORKS INC COM | $214.84万 | 0.84% | 92,883 | -1,262 | -1.3% | -$2.92万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $214.40万 | 0.84% | 19,532 | -258 | -1.3% | -$2.83万 | 减仓 |
| LLY | ELI LILLY & CO COM | $206.78万 | 0.81% | 1,724 | 25 | 1.5% | $3.00万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $206.13万 | 0.81% | 4,046 | -51 | -1.2% | -$2.60万 | 减仓 |
| HPQ | HP INC COM | $202.67万 | 0.79% | 92,373 | -1,056 | -1.1% | -$2.32万 | 减仓 |
| TPR | TAPESTRY INC COM | $202.44万 | 0.79% | 13,830 | -5,917 | -30.0% | -$86.61万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $201.54万 | 0.79% | 1,746 | 1,662 | 1,978.6% | $191.84万 | 加仓 |
| MCD | MCDONALDS CORP COM | $201.27万 | 0.79% | 7,446 | -97 | -1.3% | -$2.62万 | 减仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $198.14万 | 0.78% | 58,989 | 5,128 | 9.5% | $17.22万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $195.36万 | 0.77% | 56,577 | -661 | -1.2% | -$2.28万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $189.24万 | 0.74% | 77,083 | -882 | -1.1% | -$2.17万 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $181.75万 | 0.71% | 173,265 | -2,330 | -1.3% | -$2.44万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $177.71万 | 0.70% | 6,945 | 100 | 1.5% | $2.56万 | 加仓 |
| QCOM | QUALCOMM INC COM | $175.46万 | 0.69% | 9,495 | 129 | 1.4% | $2.38万 | 加仓 |
| PAYX | PAYCHEX INC COM | $170.25万 | 0.67% | 17,314 | -132 | -0.8% | -$1.30万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $151.06万 | 0.59% | 14,827 | -19 | -0.1% | -$1,936 | 减仓 |
| BX | BLACKSTONE INC COM | $150.35万 | 0.59% | 12,777 | -139 | -1.1% | -$1.64万 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $143.47万 | 0.56% | 7,920 | -458 | -5.5% | -$8.30万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $140.76万 | 0.55% | 2,732 | 40 | 1.5% | $2.06万 | 加仓 |
| HD | HOME DEPOT INC COM | $135.99万 | 0.53% | 3,856 | 52 | 1.4% | $1.83万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $127.38万 | 0.50% | 27,578 | 407 | 1.5% | $1.88万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $111.31万 | 0.44% | 30,809 | -2,301 | -6.9% | -$8.31万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $96.24万 | 0.38% | 32,703 | -1,893 | -5.5% | -$5.57万 | 减仓 |
| ADSK | AUTODESK INC COM | $92.62万 | 0.36% | 4,764 | 71 | 1.5% | $1.38万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $84.47万 | 0.33% | 22,910 | -1,387 | -5.7% | -$5.11万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $69.10万 | 0.27% | 24,946 | -1,430 | -5.4% | -$3.96万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $59.94万 | 0.23% | 8,696 | -491 | -5.3% | -$3.38万 | 减仓 |
| AAPL | APPLE INC COM | $55.93万 | 0.22% | 1,933 | -50 | -2.5% | -$1.45万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $52.52万 | 0.21% | 9,575 | 195 | 2.1% | $1.07万 | 加仓 |
| FAST | FASTENAL CO COM | $50.38万 | 0.20% | 10,490 | -166 | -1.6% | -$7,973 | 减仓 |
| TSLA | TESLA INC COM | $42.06万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $38.66万 | 0.15% | 5,550 | 56 | 1.0% | $3,900 | 加仓 |
| OFG | OFG BANCORP COM | $32.03万 | 0.13% | 6,527 | 6,527 | — | $32.03万 | 新建仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $31.56万 | 0.12% | 2,463 | -25 | -1.0% | -$3,204 | 减仓 |
| EIG | EMPLOYERS HLDGS INC COM | $31.32万 | 0.12% | 6,205 | 120 | 2.0% | $6,058 | 加仓 |
| CHCO | CITY HLDG CO COM | $30.35万 | 0.12% | 2,288 | -47 | -2.0% | -$6,234 | 减仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $28.99万 | 0.11% | 11,119 | -84 | -0.7% | -$2,190 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $27.61万 | 0.11% | 3,875 | 21 | 0.5% | $1,496 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $24.13万 | 0.09% | 2,157 | 6 | 0.3% | $671 | 加仓 |
| WPP | WPP PLC NEW ADR | $23.93万 | 0.09% | 15,447 | -15 | -0.1% | -$232 | 减仓 |
| WU | WESTERN UN CO COM | $23.35万 | 0.09% | 30,323 | 383 | 1.3% | $2,949 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $21.89万 | 0.09% | 4,549 | -241 | -5.0% | -$1.16万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $21.68万 | 0.08% | 5,980 | -313 | -5.0% | -$1.13万 | 减仓 |
| WMT | WALMART INC COM | $20.43万 | 0.08% | 1,804 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $18.80万 | 0.07% | 6,491 | -306 | -4.5% | -$8,861 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $18.61万 | 0.07% | 372 | -56 | -13.1% | -$2.80万 | 减仓 |
| AON | AON PLC SHS CL A | $18.48万 | 0.07% | 557 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $18.07万 | 0.07% | 758 | -50 | -6.2% | -$1.19万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $17.28万 | 0.07% | 3,089 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $17.04万 | 0.07% | 8,043 | -2,279 | -22.1% | -$4.83万 | 减仓 |
| DOX | AMDOCS LTD SHS | $16.12万 | 0.06% | 3,189 | -16 | -0.5% | -$809 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $15.93万 | 0.06% | 1,205 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $14.31万 | 0.06% | 2,860 | -104 | -3.5% | -$5,204 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $14.09万 | 0.06% | 146 | 42 | 40.4% | $4.05万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $13.14万 | 0.05% | 372 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $12.27万 | 0.05% | 143 | 55 | 62.5% | $4.72万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $11.11万 | 0.04% | 311 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $10.22万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |