Coastwise Capital Group, LLC
LA JOLLA CA · SEC CIK 0001934500
$1.80亿2026Q1 申报市值
128持仓数
49.1%前十大占比 · 第一大 13.3%
6 / 102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
MSFT 加仓+$119.53万
AMZN 加仓+$106.38万
Schwab Value Adv 加仓+$75.55万
NFLX 加仓+$72.59万
UNH 加仓+$34.66万
2026Q1 卖出最多 按季末市值估算
United States Tr 清仓-$233.48万
United States Tr 清仓-$175.27万
United States Tr 清仓-$133.36万
United States Tr 清仓-$110.44万
United States Tr 清仓-$81.89万
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 |
|---|---|---|---|---|---|---|---|---|
| — | United States Treasury Notes 2.5 02/28/26 02/28/2026 2.500 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| — | United States Treasury Notes 0.75 04/30/26 04/30/2026 0.750 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.98万 | 清仓 |
| — | United States Treasury Notes 3.75 12/31/30 12/31/2030 3.750 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$1.80万 | 清仓 |
| — | Schwab Government Money | $0 | 0.00% | 0 | -15,208 | -100.0% | -$1.52万 | 清仓 |
| — | United States Treasury Notes 0.75 08/31/26 08/31/2026 0.750 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.47万 | 清仓 |
| — | Flowers Foods, In 03/15/2031 2.400 Call 12/15/2030 100.00 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.32万 | 清仓 |
| — | GNMA Pl 01/15/2033 5.500 Factor 0.00918340 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$951 | 清仓 |
| — | GNMA Pl 06/15/2032 6.500 Factor 0.00202720 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$212 | 清仓 |
| — | Schwab Small Cap Index | $20.01万 | 0.11% | 4,979 | 4,979 | — | $20.01万 | 新建仓 |
| — | American Fd Small Cap | $20.04万 | 0.11% | 2,764 | 0 | 0.0% | — | 不变 |
| — | iShares Ethereum Trust ETF | $20.11万 | 0.11% | 12,702 | 12,702 | — | $20.11万 | 新建仓 |
| — | Schwab Intl Index Fund | $20.32万 | 0.11% | 7,001 | -54 | -0.8% | -$1,567 | 减仓 |
| PM | Philip Morris Intl Inc | $21.42万 | 0.12% | 1,295 | -19 | -1.4% | -$3,142 | 减仓 |
| WMT | Wal-Mart Stores Inc | $21.56万 | 0.12% | 1,735 | 1,735 | — | $21.56万 | 新建仓 |
| VGK | Vanguard European | $22.01万 | 0.12% | 2,670 | -29 | -1.1% | -$2,390 | 减仓 |
| ALK | Alaska Air Group Inc De | $22.16万 | 0.12% | 6,024 | 0 | 0.0% | — | 不变 |
| DOW | Dow Chemical Company | $23.23万 | 0.13% | 5,578 | 5,578 | — | $23.23万 | 新建仓 |
| CL | Colgate-Palmolive Co | $23.69万 | 0.13% | 2,780 | -785 | -22.0% | -$6.69万 | 减仓 |
| MCK | Mckesson Corporation | $24.40万 | 0.14% | 282 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $24.64万 | 0.14% | 256 | 66 | 34.7% | $6.35万 | 加仓 |
| XLK | Sector Spdr Tech Select | $25.22万 | 0.14% | 1,898 | -402 | -17.5% | -$5.34万 | 减仓 |
| MS | Morgan Stanley | $25.27万 | 0.14% | 1,535 | 340 | 28.5% | $5.60万 | 加仓 |
| PHYS | Sprott Physical Gold Etv | $25.52万 | 0.14% | 7,200 | 0 | 0.0% | — | 不变 |
| IJH | Ishares Tr S&P Midcap | $26.93万 | 0.15% | 3,988 | 9 | 0.2% | $608 | 加仓 |
| FNDF | Schwab Fundamental Inl | $27.20万 | 0.15% | 5,560 | 0 | 0.0% | — | 不变 |
| SLYV | Spdr S&P 600 Small Cap | $27.81万 | 0.15% | 2,940 | 13 | 0.4% | $1,230 | 加仓 |
| ETN | Eaton Corporation | $27.83万 | 0.15% | 778 | 778 | — | $27.83万 | 新建仓 |
| BSV | Vanguard Short-Term Bond | $29.07万 | 0.16% | 3,708 | -280 | -7.0% | -$2.20万 | 减仓 |
| IJR | Ishares Tr S&P Smallcap | $29.58万 | 0.16% | 2,380 | -603 | -20.2% | -$7.50万 | 减仓 |
| O | Realty Income Corp | $30.09万 | 0.17% | 4,919 | -286 | -5.5% | -$1.75万 | 减仓 |
| CLX | Clorox Company | $30.60万 | 0.17% | 2,953 | 173 | 6.2% | $1.79万 | 重新持有 |
| ORCL | Oracle Corporation | $30.69万 | 0.17% | 2,086 | 1,148 | 122.4% | $16.89万 | 重新持有 |
| XLV | Sector Spdr Health Fund | $31.20万 | 0.17% | 2,128 | -2 | -0.1% | -$293 | 减仓 |
| FNDA | Schwab Fundamental US | $31.58万 | 0.18% | 9,737 | 18 | 0.2% | $584 | 加仓 |
| UBER | Uber Technologies Inc | $32.08万 | 0.18% | 4,460 | 4,460 | — | $32.08万 | 新建仓 |
| IAU | Ishares Tr Comex Gold | $32.62万 | 0.18% | 3,700 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Msci Eafe Etf | $33.98万 | 0.19% | 5,302 | 2 | 0.0% | $128 | 加仓 |
| — | American Fd Fundamental | $34.15万 | 0.19% | 3,851 | 0 | 0.0% | — | 不变 |
| SCHW | The Charles Schwab Corp | $34.54万 | 0.19% | 3,676 | -1,091 | -22.9% | -$10.25万 | 减仓 |
| SCHG | Schw US Lcap Gro Etf | $34.62万 | 0.19% | 11,886 | -275 | -2.3% | -$8,011 | 减仓 |
| FNDE | Sch Fnd Em Lg Etf | $34.65万 | 0.19% | 9,055 | 0 | 0.0% | — | 不变 |
| FNDX | Schwab Fundamental US | $35.12万 | 0.19% | 12,609 | 51 | 0.4% | $1,420 | 加仓 |
| TGT | Target Corporation | $35.14万 | 0.20% | 2,900 | 27 | 0.9% | $3,272 | 加仓 |
| DEM | Wisdomtree Emerging Mkts | $36.68万 | 0.20% | 7,382 | 26 | 0.4% | $1,292 | 加仓 |
| IBM | Intl Business Machines | $36.90万 | 0.20% | 1,523 | -22 | -1.4% | -$5,331 | 减仓 |
| AMD | Advanced Micro Devic | $38.12万 | 0.21% | 1,874 | -620 | -24.9% | -$12.61万 | 减仓 |
| RSP | Guggenheim S&P 500 Equal | $38.13万 | 0.21% | 1,987 | 3 | 0.2% | $576 | 加仓 |
| PFF | Ishares S&P U S Pfd Fund | $38.26万 | 0.21% | 12,620 | 223 | 1.8% | $6,761 | 加仓 |
| XLE | Sector Spdr Engy Select | $38.84万 | 0.22% | 6,340 | -284 | -4.3% | -$1.74万 | 减仓 |
| XBI | Spdr S&P Biotech Etf | $39.47万 | 0.22% | 3,090 | -70 | -2.2% | -$8,941 | 减仓 |
| ABBV | Abbvie Inc | $40.38万 | 0.22% | 1,857 | 1 | 0.1% | $217 | 加仓 |
| NKE | Nike Inc Class B | $40.60万 | 0.23% | 7,687 | 4,749 | 161.6% | $25.08万 | 重新持有 |
| NOC | Northrop Grumman Corp | $40.94万 | 0.23% | 600 | 2 | 0.3% | $1,365 | 加仓 |
| SLB | Schlumberger Ltd | $41.07万 | 0.23% | 7,992 | -479 | -5.7% | -$2.46万 | 减仓 |
| AAL | American Airls Group Inc | $41.46万 | 0.23% | 38,600 | 3,500 | 10.0% | $3.76万 | 加仓 |
| VB | Vanguard Small Cap | $41.95万 | 0.23% | 1,602 | 0 | 0.0% | — | 不变 |
| FPE | First TRUST Preferred | $42.07万 | 0.23% | 23,699 | 39 | 0.2% | $692 | 加仓 |
| COP | Conocophillips | $42.13万 | 0.23% | 3,192 | 905 | 39.6% | $11.94万 | 重新持有 |
| SCHP | Sch US Tips Etf | $43.25万 | 0.24% | 16,252 | 0 | 0.0% | — | 不变 |
| IWO | Ishares Tr Russell | $46.32万 | 0.26% | 1,476 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $47.32万 | 0.26% | 1,439 | -1,208 | -45.6% | -$39.73万 | 减仓 |
| VBR | Vanguard Small Cap Value | $47.74万 | 0.27% | 2,197 | 11 | 0.5% | $2,390 | 加仓 |
| GILD | Gilead Sciences Inc | $48.03万 | 0.27% | 3,446 | -306 | -8.2% | -$4.26万 | 减仓 |
| TLT | Ishares Tr Barclays Bond | $50.77万 | 0.28% | 5,856 | 42 | 0.7% | $3,641 | 加仓 |
| MDT | Medtronic Inc | $51.12万 | 0.28% | 5,900 | 400 | 7.3% | $3.47万 | 加仓 |
| BRK/B | Berkshire Hathaway Cl B | $52.52万 | 0.29% | 1,096 | 67 | 6.5% | $3.21万 | 加仓 |
| SCUS | Schwab Ultra Short Income ETF | $52.67万 | 0.29% | 20,903 | -3,196 | -13.3% | -$8.05万 | 减仓 |
| IBB | Ishares Nasdaq Bio Etf | $52.72万 | 0.29% | 3,122 | -401 | -11.4% | -$6.77万 | 减仓 |
| — | Exxon Mobil Corporation | $54.87万 | 0.30% | 3,234 | 288 | 9.8% | $4.89万 | 加仓 |
| AVGO | Avago Technologies | $54.92万 | 0.30% | 1,775 | 408 | 29.8% | $12.62万 | 加仓 |
| PGX | Invesco Preferred ETF | $56.87万 | 0.32% | 52,267 | 113 | 0.2% | $1,229 | 加仓 |
| SCHE | Schw Emg Mkt Eq Etf | $57.36万 | 0.32% | 17,408 | -946 | -5.2% | -$3.12万 | 减仓 |
| F | Ford Motor Company New | $57.75万 | 0.32% | 50,045 | -3,355 | -6.3% | -$3.87万 | 减仓 |
| — | Fidelity Freedom 2035 | $57.79万 | 0.32% | 32,597 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $59.43万 | 0.33% | 6,166 | 39 | 0.6% | $3,759 | 加仓 |
| C | Citigroup Inc | $59.77万 | 0.33% | 5,270 | -2,733 | -34.1% | -$31.00万 | 减仓 |
| WFC | Wells Fargo & Co New | $60.55万 | 0.34% | 7,606 | -4,004 | -34.5% | -$31.88万 | 减仓 |
| V | Visa Inc Cl A | $61.17万 | 0.34% | 2,024 | 507 | 33.4% | $15.32万 | 加仓 |
| — | Schwab S&P 500 Index Fd | $62.71万 | 0.35% | 37,392 | -107 | -0.3% | -$1,794 | 减仓 |
| NEE | Nextera Energy Inc | $63.38万 | 0.35% | 6,824 | -372 | -5.2% | -$3.46万 | 减仓 |
| NSC | Norfolk Southern Corp | $65.29万 | 0.36% | 2,275 | 2 | 0.1% | $574 | 加仓 |
| DAL | Delta Air Lines Inc New | $65.34万 | 0.36% | 9,829 | -3,602 | -26.8% | -$23.95万 | 减仓 |
| GM | General Motors Co | $67.14万 | 0.37% | 9,012 | -2,486 | -21.6% | -$18.52万 | 减仓 |
| INTC | Intel Corp | $68.65万 | 0.38% | 15,556 | -582 | -3.6% | -$2.57万 | 减仓 |
| ABT | Abbott Laboratories | $69.60万 | 0.39% | 6,779 | 2,428 | 55.8% | $24.93万 | 加仓 |
| BP | Bp Plc Adr | $74.56万 | 0.41% | 15,863 | 116 | 0.7% | $5,452 | 加仓 |
| IVV | Ishares Core S&P | $78.22万 | 0.43% | 1,197 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $78.60万 | 0.44% | 1,110 | -16 | -1.4% | -$1.13万 | 减仓 |
| FTSM | First TRUST Enhanced | $80.38万 | 0.45% | 13,447 | -218 | -1.6% | -$1.30万 | 减仓 |
| IWM | Ishares Tr Russell | $81.13万 | 0.45% | 3,271 | -5 | -0.2% | -$1,240 | 减仓 |
| UNH | Unitedhealth Group Inc | $83.52万 | 0.46% | 3,087 | 1,281 | 70.9% | $34.66万 | 加仓 |
| WYNN | Wynn Resorts | $83.98万 | 0.47% | 8,270 | 15 | 0.2% | $1,523 | 加仓 |
| RTX | Raytheon Technologies Co | $91.11万 | 0.51% | 4,723 | -423 | -8.2% | -$8.16万 | 减仓 |
| PEP | Pepsico Incorporated | $96.87万 | 0.54% | 6,238 | 560 | 9.9% | $8.70万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $99.86万 | 0.55% | 1,671 | 83 | 5.2% | $4.96万 | 加仓 |
| PG | Procter & Gamble | $102.57万 | 0.57% | 7,102 | 577 | 8.8% | $8.33万 | 加仓 |
| AMGN | Amgen Incorporated | $107.00万 | 0.59% | 3,041 | 20 | 0.7% | $7,037 | 加仓 |
| JPM | Jpmorgan Chase & Co | $107.64万 | 0.60% | 3,659 | 62 | 1.7% | $1.82万 | 加仓 |
| CRM | Salesforce Com | $109.53万 | 0.61% | 5,868 | 335 | 6.1% | $6.25万 | 加仓 |
| SCHA | Schw US Scap Etf | $119.54万 | 0.66% | 41,109 | -580 | -1.4% | -$1.69万 | 减仓 |