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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,780.27万 | 12.00% | 120,624 | -996 | -0.8% | -$47.73万 | 减仓 |
| AAPL | APPLE INC | $3,302.33万 | 6.85% | 130,120 | -1,341 | -1.0% | -$34.03万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $3,023.67万 | 6.28% | 853,305 | -3,918 | -0.5% | -$13.88万 | 减仓 |
| DGRO | ISHARES TR | $2,447.28万 | 5.08% | 348,715 | 8,319 | 2.4% | $58.38万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,360.84万 | 4.90% | 523,235 | -108,393 | -17.2% | -$489.07万 | 减仓 |
| GOOGL | ALPHABET INC | $1,973.52万 | 4.10% | 68,629 | -484 | -0.7% | -$13.92万 | 减仓 |
| DVY | ISHARES TR | $1,815.06万 | 3.77% | 119,877 | 1,592 | 1.3% | $24.10万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,453.48万 | 3.02% | 373,069 | 5,757 | 1.6% | $22.43万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,155.25万 | 2.40% | 140,149 | 979 | 0.7% | $8.07万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,060.70万 | 2.20% | 96,017 | 2,689 | 2.9% | $29.71万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $890.50万 | 1.85% | 148,465 | 9,281 | 6.7% | $55.67万 | 加仓 |
| GOOG | ALPHABET INC | $773.63万 | 1.61% | 26,969 | -182 | -0.7% | -$5.22万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $731.79万 | 1.52% | 77,652 | 3,413 | 4.6% | $32.16万 | 加仓 |
| COWZ | PACER FDS TR | $699.16万 | 1.45% | 111,761 | 3,553 | 3.3% | $22.23万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $675.24万 | 1.40% | 67,619 | -1,241 | -1.8% | -$12.39万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $648.05万 | 1.35% | 83,565 | 83,565 | — | $648.05万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $632.27万 | 1.31% | 116,978 | 2,170 | 1.9% | $11.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $570.32万 | 1.18% | 15,406 | 770 | 5.3% | $28.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $547.62万 | 1.14% | 18,616 | 23 | 0.1% | $6,766 | 加仓 |
| TGT | TARGET CORP | $534.09万 | 1.11% | 43,932 | 19 | 0.0% | $2,310 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $532.75万 | 1.11% | 126,183 | 7,748 | 6.5% | $32.71万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $532.43万 | 1.11% | 47,888 | -1,595 | -3.2% | -$17.73万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $510.93万 | 1.06% | 218,718 | 2,710 | 1.3% | $6.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $494.10万 | 1.03% | 4,958 | -77 | -1.5% | -$7.67万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $489.14万 | 1.02% | 29,584 | 3 | 0.0% | $496 | 加仓 |
| KARO | KAROOOOO LTD | $469.57万 | 0.97% | 94,215 | -11,000 | -10.5% | -$54.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $469.46万 | 0.97% | 120,806 | -2,940 | -2.4% | -$11.42万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $413.13万 | 0.86% | 76,519 | 7,883 | 11.5% | $42.56万 | 加仓 |
| AMZN | AMAZON COM INC | $409.81万 | 0.85% | 19,677 | 322 | 1.7% | $6.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $382.05万 | 0.79% | 14,119 | -1 | -0.0% | -$271 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $351.67万 | 0.73% | 56,313 | 194 | 0.3% | $1.21万 | 加仓 |
| META | META PLATFORMS INC | $332.98万 | 0.69% | 5,820 | -127 | -2.1% | -$7.27万 | 减仓 |
| WFC | WELLS FARGO & CO | $325.64万 | 0.68% | 40,905 | 379 | 0.9% | $3.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $321.09万 | 0.67% | 13,135 | 127 | 1.0% | $3.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.35万 | 0.65% | 17,852 | -169 | -0.9% | -$2.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $303.15万 | 0.63% | 18,916 | -287 | -1.5% | -$4.60万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $283.39万 | 0.59% | 33,402 | -2,652 | -7.4% | -$22.50万 | 减仓 |
| MCD | MCDONALDS CORP | $271.66万 | 0.56% | 8,741 | -245 | -2.7% | -$7.61万 | 减仓 |
| — | HONEYWELL INTL INC | $270.65万 | 0.56% | 11,974 | -125 | -1.0% | -$2.83万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $268.28万 | 0.56% | 53,009 | -7 | -0.0% | -$354 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $267.32万 | 0.55% | 74,712 | 342 | 0.5% | $1.22万 | 加仓 |
| V | VISA INC | $232.15万 | 0.48% | 7,681 | -16 | -0.2% | -$4,836 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $227.98万 | 0.47% | 57,803 | 430 | 0.7% | $1.70万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $226.98万 | 0.47% | 63,884 | -562 | -0.9% | -$2.00万 | 减仓 |
| WY | WEYERHAEUSER CO | $222.31万 | 0.46% | 90,999 | 2,222 | 2.5% | $5.43万 | 加仓 |
| SBUX | STARBUCKS CORP | $212.28万 | 0.44% | 23,694 | -411 | -1.7% | -$3.68万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $199.51万 | 0.41% | 81,940 | -6,157 | -7.0% | -$14.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $186.59万 | 0.39% | 32,920 | 2,753 | 9.1% | $15.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $183.96万 | 0.38% | 20,739 | 2,224 | 12.0% | $19.73万 | 加仓 |
| IEUR | ISHARES TR | $173.87万 | 0.36% | 24,743 | 440 | 1.8% | $3.09万 | 加仓 |
| IEMG | ISHARES INC | $172.52万 | 0.36% | 24,734 | 1,200 | 5.1% | $8.37万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $166.66万 | 0.35% | 14,237 | -880 | -5.8% | -$10.30万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $166.36万 | 0.35% | 33,139 | 4,326 | 15.0% | $21.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $166.00万 | 0.34% | 11,492 | 18 | 0.2% | $2,600 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $151.09万 | 0.31% | 344,166 | 26,086 | 8.2% | $11.45万 | 加仓 |
| HD | HOME DEPOT INC | $146.71万 | 0.30% | 4,461 | -15 | -0.3% | -$4,933 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.30% | 2 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $141.00万 | 0.29% | 6,814 | 18 | 0.3% | $3,725 | 加仓 |
| FDX | FEDEX CORP | $139.43万 | 0.29% | 3,914 | 2 | 0.1% | $712 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $138.84万 | 0.29% | 128,199 | 7,952 | 6.6% | $8.61万 | 加仓 |
| LAND | GLADSTONE LD CORP | $134.16万 | 0.28% | 131,525 | -3,284 | -2.4% | -$3.35万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $110.77万 | 0.23% | 26,666 | 4,493 | 20.3% | $18.66万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.22万 | 0.23% | 1,291 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $109.00万 | 0.23% | 11,309 | -139 | -1.2% | -$1.34万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $107.11万 | 0.22% | 56,550 | 21,500 | 61.3% | $40.72万 | 加仓 |
| PCAR | PACCAR INC | $104.77万 | 0.22% | 9,071 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $103.91万 | 0.22% | 1,590 | -50 | -3.0% | -$3.27万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $103.56万 | 0.21% | 93,976 | 5,642 | 6.4% | $6.22万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $103.53万 | 0.21% | 74,377 | 1,785 | 2.5% | $2.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $102.58万 | 0.21% | 12,730 | -11 | -0.1% | -$886 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $101.04万 | 0.21% | 29,742 | -38 | -0.1% | -$1,291 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $100.11万 | 0.21% | 24,364 | 1,067 | 4.6% | $4.38万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $99.01万 | 0.21% | 68,662 | 1,477 | 2.2% | $2.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $97.47万 | 0.20% | 1,631 | -9 | -0.5% | -$5,379 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $96.87万 | 0.20% | 25,599 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.16万 | 0.20% | 1,478 | -300 | -16.9% | -$19.52万 | 减仓 |
| COWG | PACER FDS TR | $95.79万 | 0.20% | 28,391 | 5,731 | 25.3% | $19.34万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $93.24万 | 0.19% | 12,325 | 2,400 | 24.2% | $18.16万 | 加仓 |
| ITOT | ISHARES TR | $91.86万 | 0.19% | 6,449 | 12 | 0.2% | $1,709 | 加仓 |
| CVS | CVS HEALTH CORP | $89.49万 | 0.19% | 12,460 | 632 | 5.3% | $4.54万 | 加仓 |
| WINA | WINMARK CORP | $87.65万 | 0.18% | 2,050 | -100 | -4.7% | -$4.28万 | 减仓 |
| — | EXXON MOBIL CORP | $86.00万 | 0.18% | 5,069 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $84.41万 | 0.18% | 5,743 | -74 | -1.3% | -$1.09万 | 减仓 |
| AZO | AUTOZONE INC | $83.77万 | 0.17% | 248 | -2 | -0.8% | -$6,756 | 减仓 |
| MDT | MEDTRONIC PLC | $81.70万 | 0.17% | 9,428 | 488 | 5.5% | $4.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.14万 | 0.17% | 5,547 | -50 | -0.9% | -$7,314 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $80.36万 | 0.17% | 4,405 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $79.42万 | 0.16% | 3,990 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $76.63万 | 0.16% | 182 | -11 | -5.7% | -$4.63万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $76.40万 | 0.16% | 5,069 | -90 | -1.7% | -$1.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $75.86万 | 0.16% | 1,518 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $69.28万 | 0.14% | 16,340 | -2,114 | -11.5% | -$8.96万 | 减仓 |
| CELC | CELCUITY INC | $67.78万 | 0.14% | 5,940 | 240 | 4.2% | $2.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.28万 | 0.14% | 2,065 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $62.47万 | 0.13% | 3,620 | -20 | -0.5% | -$3,451 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $60.98万 | 0.13% | 8,250 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $58.04万 | 0.12% | 6,274 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $57.62万 | 0.12% | 4,635 | 4 | 0.1% | $497 | 加仓 |
| CSCO | CISCO SYS INC | $57.16万 | 0.12% | 7,367 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $56.10万 | 0.12% | 7,881 | 79 | 1.0% | $5,623 | 加仓 |