Coastwise Capital Group, LLC
LA JOLLA CA · SEC CIK 0001934500
$1.72亿2026Q2 申报市值
143持仓数
43.4%前十大占比 · 第一大 8.3%
19 / 10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
NVDA 加仓+$51.22万
XOM 新建仓+$49.72万
MSFT 加仓+$48.98万
META 加仓+$39.31万
VIG 新建仓+$35.58万
2026Q2 卖出最多 按季末市值估算
Schwab Value Adv 清仓-$2,386.46万
Schwab Value Adv 清仓-$750.06万
Schwab S&P 500 I 清仓-$62.71万
Fidelity Freedom 清仓-$57.79万
Exxon Mobil Corp 清仓-$54.87万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Schwab Value Advantage | $0 | 0.00% | 0 | -23,864,649 | -100.0% | -$2,386.46万 | 清仓 |
| — | Schwab Value Advantage | $0 | 0.00% | 0 | -7,500,620 | -100.0% | -$750.06万 | 清仓 |
| — | Schwab S&P 500 Index Fd | $0 | 0.00% | 0 | -37,392 | -100.0% | -$62.71万 | 清仓 |
| — | Fidelity Freedom 2035 | $0 | 0.00% | 0 | -32,597 | -100.0% | -$57.79万 | 清仓 |
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -3,234 | -100.0% | -$54.87万 | 清仓 |
| — | American Fd Fundamental | $0 | 0.00% | 0 | -3,851 | -100.0% | -$34.15万 | 清仓 |
| DOW | Dow Chemical Company | $0 | 0.00% | 0 | -5,578 | -100.0% | -$23.23万 | 清仓 |
| — | Schwab Intl Index Fund | $0 | 0.00% | 0 | -7,001 | -100.0% | -$20.32万 | 清仓 |
| — | American Fd Small Cap | $0 | 0.00% | 0 | -2,764 | -100.0% | -$20.04万 | 清仓 |
| — | Schwab Small Cap Index | $0 | 0.00% | 0 | -4,979 | -100.0% | -$20.01万 | 清仓 |
| XRX | Xerox Holdings Corp | $5.12万 | 0.03% | 16,359 | 331 | 2.1% | $1,036 | 重新持有 |
| NUV | Nuveen Mun Value Fd Inc | $11.91万 | 0.07% | 12,917 | 0 | 0.0% | — | 重新持有 |
| — | iShares Ethereum Trust ETF | $15.10万 | 0.09% | 12,702 | 0 | 0.0% | — | 不变 |
| AES | A E S Corp | $17.97万 | 0.10% | 12,258 | 12,258 | — | $17.97万 | 新建仓 |
| PID | Invesco International Dividends | $20.10万 | 0.12% | 9,053 | 9,053 | — | $20.10万 | 新建仓 |
| NOBL | Proshares Etf | $20.10万 | 0.12% | 3,579 | 1,421 | 65.8% | $7.98万 | 重新持有 |
| NLY | Annaly Capital Mgmt | $20.88万 | 0.12% | 9,339 | -860 | -8.4% | -$1.92万 | 重新持有 |
| MCK | Mckesson Corporation | $21.31万 | 0.12% | 282 | 0 | 0.0% | — | 不变 |
| — | Power Corp Canada | $21.35万 | 0.12% | 3,435 | 3,435 | — | $21.35万 | 新建仓 |
| ECL | Ecolab Inc | $21.58万 | 0.13% | 775 | 775 | — | $21.58万 | 新建仓 |
| PHYS | Sprott Physical Gold Etv | $21.72万 | 0.13% | 7,200 | 0 | 0.0% | — | 不变 |
| IWB | Ishares Tr Russell | $21.91万 | 0.13% | 535 | 535 | — | $21.91万 | 新建仓 |
| MCD | Mc Donalds Corp | $22.00万 | 0.13% | 814 | 814 | — | $22.00万 | 新建仓 |
| TJX | T J X Cos Inc | $22.74万 | 0.13% | 1,501 | 1,501 | — | $22.74万 | 新建仓 |
| VGT | Vanguard Info Technology | $23.09万 | 0.13% | 1,932 | 1,932 | — | $23.09万 | 新建仓 |
| SPCX | Space Exploration Technologies Corp. CL A | $23.15万 | 0.13% | 1,355 | 1,355 | — | $23.15万 | 新建仓 |
| PM | Philip Morris Intl Inc | $23.55万 | 0.14% | 1,302 | 7 | 0.5% | $1,266 | 加仓 |
| PANW | Palo Alto Networks Inc | $23.60万 | 0.14% | 692 | 692 | — | $23.60万 | 新建仓 |
| ARES | Ares Management Corp | $23.75万 | 0.14% | 2,134 | 2,134 | — | $23.75万 | 新建仓 |
| VGK | Vanguard European | $23.96万 | 0.14% | 2,706 | 36 | 1.3% | $3,187 | 加仓 |
| GE | General Electric Company | $23.97万 | 0.14% | 641 | 641 | — | $23.97万 | 新建仓 |
| EEM | Ishares Msci Emrg Mkt Fd | $24.11万 | 0.14% | 3,525 | 3,525 | — | $24.11万 | 新建仓 |
| VLUE | Ishares Msci Usa Value | $24.39万 | 0.14% | 1,221 | 1,221 | — | $24.39万 | 新建仓 |
| MRNA | Moderna Inc | $24.51万 | 0.14% | 3,500 | 3,500 | — | $24.51万 | 新建仓 |
| ADBE | Adobe Systems Inc | $24.93万 | 0.14% | 1,216 | 500 | 69.8% | $10.25万 | 重新持有 |
| CL | Colgate-Palmolive Co | $25.64万 | 0.15% | 2,796 | 16 | 0.6% | $1,467 | 加仓 |
| BLK | Blackrock Inc | $26.80万 | 0.16% | 279 | 23 | 9.0% | $2.21万 | 加仓 |
| IAU | Ishares Tr Comex Gold | $27.94万 | 0.16% | 3,700 | 0 | 0.0% | — | 不变 |
| XLV | Sector Spdr Health Fund | $28.57万 | 0.17% | 1,801 | -327 | -15.4% | -$5.19万 | 减仓 |
| BSV | Vanguard Short-Term Bond | $28.68万 | 0.17% | 3,681 | -27 | -0.7% | -$2,104 | 减仓 |
| FNDF | Schwab Fundamental Inl | $29.50万 | 0.17% | 5,591 | 31 | 0.6% | $1,636 | 加仓 |
| CLX | Clorox Company | $30.46万 | 0.18% | 3,192 | 239 | 8.1% | $2.28万 | 加仓 |
| NOC | Northrop Grumman Corp | $30.55万 | 0.18% | 600 | 0 | 0.0% | — | 不变 |
| O | Realty Income Corp | $30.70万 | 0.18% | 4,954 | 35 | 0.7% | $2,169 | 加仓 |
| TGT | Target Corporation | $30.76万 | 0.18% | 2,355 | -545 | -18.8% | -$7.12万 | 减仓 |
| NKE | Nike Inc Class B | $31.83万 | 0.19% | 7,753 | 66 | 0.9% | $2,709 | 加仓 |
| IBIT | iShares Bitcoin Trust ETF | $32.01万 | 0.19% | 9,616 | 9,616 | — | $32.01万 | 新建仓 |
| SCHW | The Charles Schwab Corp | $32.28万 | 0.19% | 3,499 | -177 | -4.8% | -$1.63万 | 减仓 |
| SLYV | Spdr S&P 600 Small Cap | $33.00万 | 0.19% | 3,024 | 84 | 2.9% | $9,167 | 加仓 |
| XLE | Sector Spdr Engy Select | $33.40万 | 0.19% | 6,289 | -51 | -0.8% | -$2,708 | 减仓 |
| XLK | Sector Spdr Tech Select | $34.03万 | 0.20% | 1,786 | -112 | -5.9% | -$2.13万 | 减仓 |
| GILD | Gilead Sciences Inc | $34.20万 | 0.20% | 2,707 | -739 | -21.4% | -$9.34万 | 减仓 |
| IJH | Ishares Tr S&P Midcap | $34.25万 | 0.20% | 4,441 | 453 | 11.4% | $3.49万 | 加仓 |
| ORCL | Oracle Corporation | $34.36万 | 0.20% | 2,344 | 258 | 12.4% | $3.78万 | 加仓 |
| COP | Conocophillips | $34.73万 | 0.20% | 3,341 | 149 | 4.7% | $1.55万 | 加仓 |
| SCHG | Schw US Lcap Gro Etf | $34.84万 | 0.20% | 10,296 | -1,590 | -13.4% | -$5.38万 | 减仓 |
| SLB | Schlumberger Ltd | $34.95万 | 0.20% | 7,517 | -475 | -5.9% | -$2.21万 | 减仓 |
| MU | Micron Technology | $35.21万 | 0.20% | 305 | 305 | — | $35.21万 | 新建仓 |
| IJR | Ishares Tr S&P Smallcap | $35.40万 | 0.21% | 2,387 | 7 | 0.3% | $1,038 | 加仓 |
| VIG | Vanguard Div Apprciation | $35.58万 | 0.21% | 1,504 | 1,504 | — | $35.58万 | 新建仓 |
| FNDE | Sch Fnd Em Lg Etf | $36.10万 | 0.21% | 9,099 | 44 | 0.5% | $1,746 | 加仓 |
| ALK | Alaska Air Group Inc De | $36.66万 | 0.21% | 7,024 | 1,000 | 16.6% | $5.22万 | 加仓 |
| LLY | Lilly Eli & Company | $36.96万 | 0.21% | 308 | 52 | 20.3% | $6.24万 | 重新持有 |
| FNDA | Schwab Fundamental US | $37.16万 | 0.22% | 9,762 | 25 | 0.3% | $952 | 加仓 |
| WMT | Wal-Mart Stores Inc | $37.73万 | 0.22% | 3,331 | 1,596 | 92.0% | $18.08万 | 加仓 |
| VEA | Vanguard Msci Eafe Etf | $37.83万 | 0.22% | 5,310 | 8 | 0.2% | $570 | 加仓 |
| FNDX | Schwab Fundamental US | $39.36万 | 0.23% | 12,657 | 48 | 0.4% | $1,493 | 加仓 |
| MS | Morgan Stanley | $39.46万 | 0.23% | 1,887 | 352 | 22.9% | $7.36万 | 加仓 |
| DEM | Wisdomtree Emerging Mkts | $40.02万 | 0.23% | 7,441 | 59 | 0.8% | $3,173 | 加仓 |
| ABBV | Abbvie Inc | $41.91万 | 0.24% | 1,666 | -191 | -10.3% | -$4.81万 | 减仓 |
| TLT | Ishares Tr Barclays Bond | $42.29万 | 0.25% | 4,894 | -962 | -16.4% | -$8.31万 | 减仓 |
| IBM | Intl Business Machines | $42.67万 | 0.25% | 1,517 | -6 | -0.4% | -$1,688 | 减仓 |
| FPE | First TRUST Preferred | $42.77万 | 0.25% | 23,919 | 220 | 0.9% | $3,934 | 加仓 |
| RSP | Guggenheim S&P 500 Equal | $43.00万 | 0.25% | 2,021 | 34 | 1.7% | $7,234 | 加仓 |
| ETN | Eaton Corporation | $43.93万 | 0.26% | 1,031 | 253 | 32.5% | $10.78万 | 加仓 |
| VB | Vanguard Small Cap | $48.55万 | 0.28% | 1,602 | 0 | 0.0% | — | 不变 |
| XBI | Spdr S&P Biotech Etf | $48.94万 | 0.28% | 3,092 | 2 | 0.1% | $317 | 加仓 |
| XOM | Exxon Mobil Corporation | $49.72万 | 0.29% | 3,637 | 3,637 | — | $49.72万 | 新建仓 |
| PFF | Ishares S&P U S Pfd Fund | $50.31万 | 0.29% | 16,500 | 3,880 | 30.7% | $11.83万 | 加仓 |
| SCHP | Sch US Tips Etf | $51.64万 | 0.30% | 19,488 | 3,236 | 19.9% | $8.58万 | 加仓 |
| SCUS | Schwab Ultra Short Income ETF | $52.39万 | 0.30% | 20,810 | -93 | -0.4% | -$2,341 | 减仓 |
| IWO | Ishares Tr Russell | $52.99万 | 0.31% | 1,345 | -131 | -8.9% | -$5.16万 | 减仓 |
| VBR | Vanguard Small Cap Value | $53.56万 | 0.31% | 2,204 | 7 | 0.3% | $1,701 | 加仓 |
| HD | Home Depot Inc | $54.21万 | 0.32% | 1,537 | 98 | 6.8% | $3.46万 | 加仓 |
| MDT | Medtronic Inc | $55.58万 | 0.32% | 7,105 | 1,205 | 20.4% | $9.43万 | 加仓 |
| PGX | Invesco Preferred ETF | $57.24万 | 0.33% | 52,802 | 535 | 1.0% | $5,799 | 加仓 |
| DIS | Disney Walt Co | $57.64万 | 0.34% | 5,988 | -178 | -2.9% | -$1.71万 | 减仓 |
| UBER | Uber Technologies Inc | $58.16万 | 0.34% | 8,060 | 3,600 | 80.7% | $25.98万 | 加仓 |
| F | Ford Motor Company New | $59.26万 | 0.34% | 42,630 | -7,415 | -14.8% | -$10.31万 | 减仓 |
| IBB | Ishares Nasdaq Bio Etf | $59.39万 | 0.35% | 3,123 | 1 | 0.0% | $190 | 加仓 |
| GM | General Motors Co | $59.44万 | 0.35% | 7,711 | -1,301 | -14.4% | -$10.03万 | 减仓 |
| BP | Bp Plc Adr | $60.27万 | 0.35% | 16,310 | 447 | 2.8% | $1.65万 | 加仓 |
| NEE | Nextera Energy Inc | $61.91万 | 0.36% | 7,053 | 229 | 3.4% | $2.01万 | 加仓 |
| WFC | Wells Fargo & Co New | $62.89万 | 0.37% | 7,610 | 4 | 0.1% | $331 | 加仓 |
| V | Visa Inc Cl A | $67.16万 | 0.39% | 1,958 | -66 | -3.3% | -$2.26万 | 减仓 |
| AAL | American Airls Group Inc | $70.83万 | 0.41% | 39,200 | 600 | 1.6% | $1.08万 | 加仓 |
| NSC | Norfolk Southern Corp | $71.24万 | 0.41% | 2,265 | -10 | -0.4% | -$3,145 | 减仓 |
| SCHE | Schw Emg Mkt Eq Etf | $72.93万 | 0.42% | 20,114 | 2,706 | 15.5% | $9.81万 | 加仓 |
| C | Citigroup Inc | $73.61万 | 0.43% | 5,259 | -11 | -0.2% | -$1,540 | 减仓 |
| FTSM | First TRUST Enhanced | $78.24万 | 0.45% | 13,098 | -349 | -2.6% | -$2.08万 | 减仓 |