SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
MINNEAPOLIS MN · SEC CIK 0001794153
$4.82亿2026Q1 申报市值
173持仓数
50.6%前十大占比 · 第一大 12.0%
8 / 4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
AVLC 新建仓+$648.05万
DGRO 加仓+$58.38万
AVES 加仓+$55.67万
DFGP 加仓+$42.56万
JHX 加仓+$40.72万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$489.07万
CELH 清仓-$91.68万
KARO 减仓-$54.82万
BRK/B 减仓-$47.73万
AAPL 减仓-$34.03万
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 |
|---|---|---|---|---|---|---|---|---|
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -20,043 | -100.0% | -$91.68万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -6,309 | -100.0% | -$29.45万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,655 | -100.0% | -$25.51万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$15.69万 | 清仓 |
| — | THERIVA BIOLOGICS INC | $2,937 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | EQUUS TOTAL RETURN INC | $3.68万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | LOCAL BOUNTI CORP | $6.46万 | 0.01% | 55,705 | -1,000 | -1.8% | -$1,160 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $12.39万 | 0.03% | 11,440 | -1,500 | -11.6% | -$1.62万 | 减仓 |
| DE | DEERE & CO | $20.56万 | 0.04% | 365 | 365 | — | $20.56万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.80万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.81万 | 0.04% | 1,253 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $20.85万 | 0.04% | 6,795 | 6,795 | — | $20.85万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.19万 | 0.04% | 6,047 | 6,047 | — | $21.19万 | 新建仓 |
| USB | US BANCORP | $21.28万 | 0.04% | 4,092 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $21.43万 | 0.04% | 6,204 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $21.61万 | 0.04% | 2,838 | 2,838 | — | $21.61万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.71万 | 0.05% | 1,657 | 1,657 | — | $21.71万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $21.71万 | 0.05% | 9,191 | -2,000 | -17.9% | -$4.72万 | 减仓 |
| NFLX | NETFLIX INC. | $22.11万 | 0.05% | 2,300 | -20 | -0.9% | -$1,923 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.23万 | 0.05% | 7,631 | 488 | 6.8% | $1.42万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $22.24万 | 0.05% | 7,997 | -2,480 | -23.7% | -$6.90万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $22.28万 | 0.05% | 621 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $22.30万 | 0.05% | 2,604 | 2,604 | — | $22.30万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $22.47万 | 0.05% | 6,040 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $22.79万 | 0.05% | 3,954 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $22.82万 | 0.05% | 6,095 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $22.97万 | 0.05% | 8,965 | -7,659 | -46.1% | -$19.62万 | 减仓 |
| SHEL | SHELL PLC | $23.03万 | 0.05% | 2,476 | 2,476 | — | $23.03万 | 新建仓 |
| TPR | TAPESTRY INC | $23.72万 | 0.05% | 1,681 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $23.89万 | 0.05% | 1,726 | 10 | 0.6% | $1,384 | 加仓 |
| NEM | NEWMONT CORP | $24.86万 | 0.05% | 2,306 | -50 | -2.1% | -$5,390 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.07万 | 0.05% | 5,217 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $26.16万 | 0.05% | 1,030 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $26.68万 | 0.06% | 1,820 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $26.78万 | 0.06% | 3,242 | 123 | 3.9% | $1.02万 | 加仓 |
| NVO | NOVO-NORDISK A S | $26.97万 | 0.06% | 7,339 | -150 | -2.0% | -$5,512 | 减仓 |
| TSLA | TESLA INC | $27.25万 | 0.06% | 733 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $27.38万 | 0.06% | 1,468 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $27.64万 | 0.06% | 2,940 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $27.71万 | 0.06% | 559 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.06% | 400 | -6 | -1.5% | -$4,251 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $28.39万 | 0.06% | 6,022 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $28.76万 | 0.06% | 1,980 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $29.11万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| — | LESAKA TECHNOLOGIES INC | $29.23万 | 0.06% | 57,422 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.25万 | 0.06% | 484 | 2 | 0.4% | $1,209 | 加仓 |
| — | SLEEP NUMBER CORP | $29.28万 | 0.06% | 163,141 | -20,572 | -11.2% | -$3.69万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $29.70万 | 0.06% | 3,622 | -400 | -9.9% | -$3.28万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $29.86万 | 0.06% | 3,057 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $29.94万 | 0.06% | 4,050 | 87 | 2.2% | $6,432 | 加仓 |
| IUSG | ISHARES TR | $30.42万 | 0.06% | 1,961 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.46万 | 0.07% | 545 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $31.49万 | 0.07% | 6,950 | -40 | -0.6% | -$1,812 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $31.84万 | 0.07% | 4,982 | -204 | -3.9% | -$1.30万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $31.88万 | 0.07% | 2,125 | -17 | -0.8% | -$2,550 | 减仓 |
| HACK | AMPLIFY ETF TR | $33.68万 | 0.07% | 4,485 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $33.72万 | 0.07% | 5,110 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $35.43万 | 0.07% | 1,234 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $35.91万 | 0.07% | 1,480 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $37.02万 | 0.08% | 8,737 | 204 | 2.4% | $8,643 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $38.82万 | 0.08% | 7,355 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $40.11万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $40.95万 | 0.09% | 1,215 | 5 | 0.4% | $1,685 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $41.75万 | 0.09% | 5,670 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $42.79万 | 0.09% | 3,241 | 1 | 0.0% | $132 | 加仓 |
| KO | COCA COLA CO | $43.50万 | 0.09% | 5,720 | -26 | -0.5% | -$1,977 | 减仓 |
| BP | BP PLC | $44.97万 | 0.09% | 9,568 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $45.23万 | 0.09% | 12,153 | 0 | 0.0% | — | 不变 |
| — | NUVEEN SELECT MAT MUN FD | $45.99万 | 0.10% | 48,668 | 4,721 | 10.7% | $4.46万 | 加仓 |
| MCK | MCKESSON CORP | $47.59万 | 0.10% | 550 | -40 | -6.8% | -$3.46万 | 减仓 |
| EQNR | EQUINOR ASA | $48.07万 | 0.10% | 11,390 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $49.90万 | 0.10% | 3,677 | 1,600 | 77.0% | $21.72万 | 加仓 |
| ABBV | ABBVIE INC | $51.26万 | 0.11% | 2,357 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $52.30万 | 0.11% | 11,283 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $52.65万 | 0.11% | 1,561 | -16 | -1.0% | -$5,396 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $54.06万 | 0.11% | 6,706 | 90 | 1.4% | $7,255 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $54.87万 | 0.11% | 7,333 | -10 | -0.1% | -$748 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $56.10万 | 0.12% | 7,881 | 79 | 1.0% | $5,623 | 加仓 |
| CSCO | CISCO SYS INC | $57.16万 | 0.12% | 7,367 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $57.62万 | 0.12% | 4,635 | 4 | 0.1% | $497 | 加仓 |
| KKR | KKR & CO INC | $58.04万 | 0.12% | 6,274 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $60.98万 | 0.13% | 8,250 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $62.47万 | 0.13% | 3,620 | -20 | -0.5% | -$3,451 | 减仓 |
| VTI | VANGUARD INDEX FDS | $66.28万 | 0.14% | 2,065 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $67.78万 | 0.14% | 5,940 | 240 | 4.2% | $2.74万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $69.28万 | 0.14% | 16,340 | -2,114 | -11.5% | -$8.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $75.86万 | 0.16% | 1,518 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $76.40万 | 0.16% | 5,069 | -90 | -1.7% | -$1.36万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $76.63万 | 0.16% | 182 | -11 | -5.7% | -$4.63万 | 减仓 |
| BA | BOEING CO | $79.42万 | 0.16% | 3,990 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $80.36万 | 0.17% | 4,405 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.14万 | 0.17% | 5,547 | -50 | -0.9% | -$7,314 | 减仓 |
| MDT | MEDTRONIC PLC | $81.70万 | 0.17% | 9,428 | 488 | 5.5% | $4.23万 | 加仓 |
| AZO | AUTOZONE INC | $83.77万 | 0.17% | 248 | -2 | -0.8% | -$6,756 | 减仓 |
| ORCL | ORACLE CORP | $84.41万 | 0.18% | 5,743 | -74 | -1.3% | -$1.09万 | 减仓 |
| — | EXXON MOBIL CORP | $86.00万 | 0.18% | 5,069 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $87.65万 | 0.18% | 2,050 | -100 | -4.7% | -$4.28万 | 减仓 |
| CVS | CVS HEALTH CORP | $89.49万 | 0.19% | 12,460 | 632 | 5.3% | $4.54万 | 加仓 |
| ITOT | ISHARES TR | $91.86万 | 0.19% | 6,449 | 12 | 0.2% | $1,709 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $93.24万 | 0.19% | 12,325 | 2,400 | 24.2% | $18.16万 | 加仓 |