SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
MINNEAPOLIS MN · SEC CIK 0001794153
$5.24亿2026Q2 申报市值
174持仓数
49.9%前十大占比 · 第一大 11.4%
8 / 7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
INFQ 新建仓+$170.10万
HONA 新建仓+$131.19万
DGRO 加仓+$101.85万
TGT 加仓+$92.18万
DVY 加仓+$90.92万
2026Q2 卖出最多 按季末市值估算
FDX 清仓-$139.43万
HON 减仓-$135.24万
BRK/B 减仓-$64.85万
AAPL 减仓-$44.79万
SLEEP NUMBER COR 清仓-$29.28万
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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -3,914 | -100.0% | -$139.43万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -163,141 | -100.0% | -$29.28万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,476 | -100.0% | -$23.03万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,965 | -100.0% | -$22.97万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -621 | -100.0% | -$22.28万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,300 | -100.0% | -$22.11万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,657 | -100.0% | -$21.71万 | 清仓 |
| — | THERIVA BIOLOGICS INC | $3,753 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | EQUUS TOTAL RETURN INC | $2.48万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | LOCAL BOUNTI CORP | $12.83万 | 0.02% | 99,455 | 43,750 | 78.5% | $5.64万 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $13.04万 | 0.02% | 11,440 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $20.36万 | 0.04% | 321 | -44 | -12.1% | -$2.79万 | 减仓 |
| QCOM | QUALCOMM INC | $20.88万 | 0.04% | 1,129 | 1,129 | — | $20.88万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $20.99万 | 0.04% | 1,346 | 1,346 | — | $20.99万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.47万 | 0.04% | 6,095 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $21.50万 | 0.04% | 2,300 | -6 | -0.3% | -$561 | 减仓 |
| SHY | ISHARES TR | $21.63万 | 0.04% | 2,633 | -609 | -18.8% | -$5.00万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.79万 | 0.04% | 6,871 | 76 | 1.1% | $2,410 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $22.09万 | 0.04% | 3,819 | -135 | -3.4% | -$7,810 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $22.28万 | 0.04% | 7,050 | 100 | 1.4% | $3,160 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $22.72万 | 0.04% | 2,940 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $22.83万 | 0.04% | 760 | 760 | — | $22.83万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.46万 | 0.04% | 6,047 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $23.52万 | 0.04% | 1,249 | -4 | -0.3% | -$753 | 减仓 |
| BAC | BANK OF AMER CORP | $23.57万 | 0.04% | 4,136 | -131 | -3.1% | -$7,464 | 减仓 |
| TPR | TAPESTRY INC | $24.61万 | 0.05% | 1,681 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.66万 | 0.05% | 484 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $24.72万 | 0.05% | 4,092 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $24.74万 | 0.05% | 6,164 | 124 | 2.1% | $4,976 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $24.80万 | 0.05% | 617 | 617 | — | $24.80万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.82万 | 0.05% | 1,461 | 1,461 | — | $24.82万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.96万 | 0.05% | 5,154 | -63 | -1.2% | -$3,051 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $25.14万 | 0.05% | 2,838 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $25.21万 | 0.05% | 6,204 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $26.15万 | 0.05% | 7,726 | 95 | 1.2% | $3,215 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $26.50万 | 0.05% | 1,905 | -220 | -10.4% | -$3.06万 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $27.14万 | 0.05% | 7,827 | -170 | -2.1% | -$5,896 | 减仓 |
| ACWI | ISHARES TR | $27.43万 | 0.05% | 1,747 | 21 | 1.2% | $3,298 | 加仓 |
| LIN | LINDE PLC | $27.87万 | 0.05% | 537 | -22 | -3.9% | -$1.14万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $28.02万 | 0.05% | 3,047 | 443 | 17.0% | $4.07万 | 加仓 |
| TSLA | TESLA INC | $28.47万 | 0.05% | 677 | -56 | -7.6% | -$2.36万 | 减仓 |
| — | LESAKA TECHNOLOGIES INC | $28.54万 | 0.05% | 57,422 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $28.88万 | 0.06% | 1,820 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $29.23万 | 0.06% | 1,030 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $29.68万 | 0.06% | 3,572 | -50 | -1.4% | -$4,154 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $30.58万 | 0.06% | 9,191 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $31.41万 | 0.06% | 1,940 | -40 | -2.0% | -$6,477 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.81万 | 0.06% | 1,467 | -1 | -0.1% | -$224 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $32.99万 | 0.06% | 3,057 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.72万 | 0.06% | 3,243 | 2 | 0.1% | $208 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $33.91万 | 0.06% | 6,022 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $34.41万 | 0.07% | 476 | 476 | — | $34.41万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $34.96万 | 0.07% | 7,293 | -46 | -0.6% | -$2,205 | 减仓 |
| BP | BP PLC | $35.35万 | 0.07% | 9,568 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $35.64万 | 0.07% | 11,350 | -40 | -0.4% | -$1,256 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $35.81万 | 0.07% | 4,045 | -5 | -0.1% | -$443 | 减仓 |
| MO | ALTRIA GROUP INC | $36.69万 | 0.07% | 5,100 | -10 | -0.2% | -$720 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $37.60万 | 0.07% | 1,195 | -39 | -3.2% | -$1.23万 | 减仓 |
| IUSG | ISHARES TR | $38.93万 | 0.07% | 2,070 | 109 | 5.6% | $2.05万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $39.73万 | 0.08% | 7,355 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $40.15万 | 0.08% | 1,476 | -4 | -0.3% | -$1,088 | 减仓 |
| MCK | MCKESSON CORP | $40.80万 | 0.08% | 540 | -10 | -1.8% | -$7,556 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $41.21万 | 0.08% | 6,097 | 1,115 | 22.4% | $7.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $41.29万 | 0.08% | 5,625 | -45 | -0.8% | -$3,303 | 减仓 |
| GIS | GENERAL MILLS INC | $42.29万 | 0.08% | 12,153 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $42.59万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $42.60万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $42.71万 | 0.08% | 8,737 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $43.88万 | 0.08% | 6,855 | -1,026 | -13.0% | -$6.57万 | 减仓 |
| KO | COCA COLA CO | $44.97万 | 0.09% | 5,533 | -187 | -3.3% | -$1.52万 | 减仓 |
| HACK | AMPLIFY ETF TR | $46.01万 | 0.09% | 4,385 | -100 | -2.2% | -$1.05万 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $46.99万 | 0.09% | 49,884 | 1,216 | 2.5% | $1.15万 | 加仓 |
| WMT | WALMART INC | $53.14万 | 0.10% | 4,692 | 57 | 1.2% | $6,456 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.39万 | 0.10% | 725 | 180 | 33.0% | $13.26万 | 加仓 |
| FAST | FASTENAL CO | $54.17万 | 0.10% | 11,283 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $54.97万 | 0.10% | 20,055 | 1,670 | 9.1% | $4.58万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $55.92万 | 0.11% | 7,223 | -110 | -1.5% | -$8,516 | 减仓 |
| ABBV | ABBVIE INC | $56.97万 | 0.11% | 2,264 | -93 | -3.9% | -$2.34万 | 减仓 |
| KKR | KKR & CO INC | $57.54万 | 0.11% | 6,269 | -5 | -0.1% | -$459 | 减仓 |
| AMT | AMERICAN TOWER CORP | $57.84万 | 0.11% | 3,535 | -85 | -2.3% | -$1.39万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $61.29万 | 0.12% | 6,720 | 14 | 0.2% | $1,277 | 加仓 |
| CELC | CELCUITY INC | $62.14万 | 0.12% | 5,940 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.51万 | 0.12% | 5,529 | -18 | -0.3% | -$2,100 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $64.68万 | 0.12% | 8,250 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $69.71万 | 0.13% | 5,099 | 30 | 0.6% | $4,102 | 加仓 |
| VTI | VANGUARD INDEX FDS | $73.23万 | 0.14% | 1,978 | -87 | -4.2% | -$3.22万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $73.69万 | 0.14% | 16,340 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $74.62万 | 0.14% | 9,539 | 111 | 1.2% | $8,684 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.58万 | 0.14% | 1,585 | 24 | 1.5% | $1.14万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $76.29万 | 0.15% | 1,485 | -33 | -2.2% | -$1.70万 | 减仓 |
| SEZL | SEZZLE INC | $78.95万 | 0.15% | 4,600 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $79.26万 | 0.15% | 248 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $81.10万 | 0.15% | 4,550 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $84.41万 | 0.16% | 5,758 | 15 | 0.3% | $2,199 | 加仓 |
| CSCO | CISCO SYS INC | $85.51万 | 0.16% | 7,280 | -87 | -1.2% | -$1.02万 | 减仓 |
| BA | BOEING CO | $85.68万 | 0.16% | 3,958 | -32 | -0.8% | -$6,928 | 减仓 |
| WINA | WINMARK CORP | $86.73万 | 0.17% | 2,050 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $91.38万 | 0.17% | 4,555 | 150 | 3.4% | $3.01万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $94.10万 | 0.18% | 25,599 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $105.94万 | 0.20% | 28,756 | -986 | -3.3% | -$3.63万 | 减仓 |