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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Cl B | $79.06万 | 0.46% | 1,580 | 484 | 44.2% | $24.22万 | 加仓 |
| WYNN | Wynn Resorts | $83.36万 | 0.48% | 8,586 | 316 | 3.8% | $3.07万 | 加仓 |
| AVGO | Avago Technologies | $84.16万 | 0.49% | 2,228 | 453 | 25.5% | $17.11万 | 加仓 |
| DAL | Delta Air Lines Inc New | $87.52万 | 0.51% | 9,344 | -485 | -4.9% | -$4.54万 | 减仓 |
| CRM | Salesforce Com | $87.65万 | 0.51% | 5,595 | -273 | -4.7% | -$4.28万 | 减仓 |
| ABT | Abbott Laboratories | $88.64万 | 0.52% | 9,769 | 2,990 | 44.1% | $27.13万 | 加仓 |
| IVV | Ishares Core S&P | $89.73万 | 0.52% | 1,198 | 1 | 0.1% | $749 | 加仓 |
| IWM | Ishares Tr Russell | $91.83万 | 0.53% | 3,057 | -214 | -6.5% | -$6.43万 | 减仓 |
| RTX | Raytheon Technologies Co | $96.48万 | 0.56% | 5,085 | 362 | 7.7% | $6.87万 | 加仓 |
| AMD | Advanced Micro Devic | $98.46万 | 0.57% | 1,695 | -179 | -9.6% | -$10.40万 | 减仓 |
| PEP | Pepsico Incorporated | $100.94万 | 0.59% | 7,455 | 1,217 | 19.5% | $16.48万 | 加仓 |
| CAT | Caterpillar Inc | $111.28万 | 0.65% | 1,045 | -65 | -5.9% | -$6.92万 | 减仓 |
| JPM | Jpmorgan Chase & Co | $113.16万 | 0.66% | 3,457 | -202 | -5.5% | -$6.61万 | 减仓 |
| NFLX | Netflix Inc | $114.63万 | 0.67% | 16,054 | 524 | 3.4% | $3.74万 | 加仓 |
| AMGN | Amgen Incorporated | $116.08万 | 0.67% | 3,206 | 165 | 5.4% | $5.97万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $124.64万 | 0.72% | 1,815 | 144 | 8.6% | $9.89万 | 加仓 |
| PG | Procter & Gamble | $124.80万 | 0.73% | 8,510 | 1,408 | 19.8% | $20.65万 | 加仓 |
| UNH | Unitedhealth Group Inc | $127.50万 | 0.74% | 3,068 | -19 | -0.6% | -$7,896 | 减仓 |
| KO | Coca Cola Company | $135.39万 | 0.79% | 16,659 | -1,219 | -6.8% | -$9.91万 | 减仓 |
| GD | General Dynamics Corp | $138.24万 | 0.80% | 3,902 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $148.26万 | 0.86% | 2,910 | 8 | 0.3% | $4,076 | 加仓 |
| BAC | Bank Of America Corp | $148.38万 | 0.86% | 26,040 | -320 | -1.2% | -$1.82万 | 减仓 |
| T | A T & T Inc New | $149.77万 | 0.87% | 72,351 | 8,717 | 13.7% | $18.04万 | 加仓 |
| FTSL | First TRUST Senior Loan | $153.09万 | 0.89% | 34,211 | -2,244 | -6.2% | -$10.04万 | 减仓 |
| SCHA | Schw US Scap Etf | $155.00万 | 0.90% | 42,900 | 1,791 | 4.4% | $6.47万 | 加仓 |
| COST | Costco Whsl Corp New | $156.59万 | 0.91% | 1,674 | 171 | 11.4% | $16.00万 | 加仓 |
| JNJ | Johnson & Johnson | $157.19万 | 0.91% | 6,189 | -114 | -1.8% | -$2.90万 | 减仓 |
| CVX | Chevron Corporation | $158.43万 | 0.92% | 9,558 | 581 | 6.5% | $9.63万 | 加仓 |
| BA | Boeing Co | $158.77万 | 0.92% | 7,334 | 243 | 3.4% | $5.26万 | 加仓 |
| VYM | Vanguard High Dividend | $160.30万 | 0.93% | 10,144 | 357 | 3.6% | $5.64万 | 加仓 |
| SBUX | Starbucks Corp | $161.13万 | 0.94% | 15,768 | 31 | 0.2% | $3,168 | 加仓 |
| MRK | Merck & Co Inc | $164.80万 | 0.96% | 12,825 | 3 | 0.0% | $386 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $166.88万 | 0.97% | 28,961 | 470 | 1.6% | $2.71万 | 加仓 |
| QCOM | Qualcomm Inc | $178.28万 | 1.04% | 9,648 | -615 | -6.0% | -$11.36万 | 减仓 |
| SCHF | Schw Intl Eq Etf | $180.87万 | 1.05% | 65,298 | 9,593 | 17.2% | $26.57万 | 加仓 |
| INTC | Intel Corp | $191.09万 | 1.11% | 13,685 | -1,871 | -12.0% | -$26.13万 | 减仓 |
| PFE | Pfizer Incorporated | $192.71万 | 1.12% | 80,028 | 4,074 | 5.4% | $9.81万 | 加仓 |
| CSCO | Cisco Systems Inc | $202.93万 | 1.18% | 17,276 | -150 | -0.9% | -$1.76万 | 减仓 |
| DIA | SPDR Dow Jones Ind ETF | $211.79万 | 1.23% | 4,054 | -52 | -1.3% | -$2.72万 | 减仓 |
| VZ | Verizon Communications | $229.74万 | 1.34% | 54,261 | 711 | 1.3% | $3.01万 | 加仓 |
| QQQ | Invesco Qqq TRUST | $231.58万 | 1.35% | 3,145 | -346 | -9.9% | -$25.48万 | 减仓 |
| META | Meta Platforms Inc | $279.14万 | 1.62% | 4,956 | 698 | 16.4% | $39.31万 | 加仓 |
| TSLA | Tesla Motors Inc | $291.18万 | 1.69% | 6,923 | 11 | 0.2% | $4,627 | 加仓 |
| SPSM | Spdr Portfolio S&P 600 | $316.97万 | 1.84% | 54,963 | 3,016 | 5.8% | $17.39万 | 加仓 |
| SCHV | Schw US Lcap Val Etf | $553.08万 | 3.22% | 158,886 | -1,687 | -1.1% | -$5.87万 | 减仓 |
| MSFT | Microsoft Corp | $588.74万 | 3.42% | 15,783 | 1,313 | 9.1% | $48.98万 | 加仓 |
| NVDA | Nvidia Corp | $635.54万 | 3.69% | 31,763 | 2,560 | 8.8% | $51.22万 | 加仓 |
| LRCX | Lam Research Corporation | $648.00万 | 3.77% | 14,954 | -521 | -3.4% | -$22.58万 | 减仓 |
| AMZN | Amazon Com Inc | $661.99万 | 3.85% | 27,775 | -1,413 | -4.8% | -$33.68万 | 减仓 |
| GOOGL | Alphabet Inc. | $812.48万 | 4.72% | 22,995 | 976 | 4.4% | $34.48万 | 加仓 |
| SPY | S P D R TRUST Unit SR | $894.93万 | 5.20% | 11,984 | 270 | 2.3% | $20.16万 | 加仓 |
| AAPL | Apple Inc | $929.51万 | 5.40% | 32,123 | 894 | 2.9% | $25.87万 | 加仓 |
| SCHD | Sch US Div Equity Etf | $1,426.84万 | 8.29% | 449,966 | 2,652 | 0.6% | $8.41万 | 加仓 |