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 |
|---|---|---|---|---|---|---|---|---|
| BAC | Bank Of America Corp | $128.50万 | 0.71% | 26,360 | -4,239 | -13.9% | -$20.66万 | 减仓 |
| QCOM | Qualcomm Inc | $132.17万 | 0.73% | 10,263 | 1,408 | 15.9% | $18.13万 | 加仓 |
| GD | General Dynamics Corp | $133.94万 | 0.74% | 3,902 | -2,197 | -36.0% | -$75.41万 | 减仓 |
| CSCO | Cisco Systems Inc | $135.21万 | 0.75% | 17,426 | 83 | 0.5% | $6,440 | 加仓 |
| KO | Coca Cola Company | $135.96万 | 0.75% | 17,878 | -1,124 | -5.9% | -$8.55万 | 减仓 |
| SCHF | Schw Intl Eq Etf | $137.87万 | 0.77% | 55,705 | 957 | 1.7% | $2.37万 | 加仓 |
| SBUX | Starbucks Corp | $140.99万 | 0.78% | 15,737 | -733 | -4.5% | -$6.57万 | 减仓 |
| BA | Boeing Co | $141.14万 | 0.78% | 7,091 | -373 | -5.0% | -$7.42万 | 减仓 |
| VYM | Vanguard High Dividend | $144.95万 | 0.80% | 9,787 | 89 | 0.9% | $1.32万 | 加仓 |
| NFLX | Netflix Inc | $149.32万 | 0.83% | 15,530 | 7,550 | 94.6% | $72.59万 | 加仓 |
| COST | Costco Whsl Corp New | $149.80万 | 0.83% | 1,503 | 103 | 7.4% | $10.27万 | 加仓 |
| JNJ | Johnson & Johnson | $154.08万 | 0.86% | 6,303 | -2,173 | -25.6% | -$53.12万 | 减仓 |
| MRK | Merck & Co Inc | $154.23万 | 0.86% | 12,822 | -337 | -2.6% | -$4.05万 | 减仓 |
| FTSL | First TRUST Senior Loan | $163.32万 | 0.91% | 36,455 | -2,308 | -6.0% | -$10.34万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $172.80万 | 0.96% | 28,491 | 70 | 0.2% | $4,246 | 加仓 |
| LMT | Lockheed Martin Corp | $175.42万 | 0.97% | 2,902 | -560 | -16.2% | -$33.85万 | 减仓 |
| T | A T & T Inc New | $184.48万 | 1.02% | 63,634 | 6,580 | 11.5% | $19.08万 | 加仓 |
| CVX | Chevron Corporation | $185.72万 | 1.03% | 8,977 | 234 | 2.7% | $4.84万 | 加仓 |
| DIA | SPDR Dow Jones Ind ETF | $190.17万 | 1.06% | 4,106 | -464 | -10.2% | -$21.49万 | 减仓 |
| QQQ | Invesco Qqq TRUST | $201.52万 | 1.12% | 3,491 | -623 | -15.1% | -$35.96万 | 减仓 |
| PFE | Pfizer Incorporated | $213.28万 | 1.18% | 75,954 | 23 | 0.0% | $646 | 加仓 |
| META | Meta Platforms Inc | $243.59万 | 1.35% | 4,258 | 396 | 10.3% | $22.65万 | 加仓 |
| SPSM | Spdr Portfolio S&P 600 | $251.01万 | 1.39% | 51,947 | 670 | 1.3% | $3.24万 | 加仓 |
| TSLA | Tesla Motors Inc | $256.95万 | 1.43% | 6,912 | 164 | 2.4% | $6.10万 | 加仓 |
| VZ | Verizon Communications | $268.82万 | 1.49% | 53,550 | -504 | -0.9% | -$2.53万 | 减仓 |
| LRCX | Lam Research Corporation | $330.64万 | 1.84% | 15,475 | 475 | 3.2% | $10.15万 | 加仓 |
| SCHV | Schw US Lcap Val Etf | $489.75万 | 2.72% | 160,573 | 2,557 | 1.6% | $7.80万 | 加仓 |
| NVDA | Nvidia Corp | $509.30万 | 2.83% | 29,203 | -2,140 | -6.8% | -$37.32万 | 减仓 |
| MSFT | Microsoft Corp | $535.65万 | 2.97% | 14,470 | 3,229 | 28.7% | $119.53万 | 加仓 |
| AMZN | Amazon Com Inc | $607.90万 | 3.38% | 29,188 | 5,108 | 21.2% | $106.38万 | 加仓 |
| GOOGL | Alphabet Inc. | $631.63万 | 3.51% | 22,019 | 640 | 3.0% | $18.36万 | 加仓 |
| — | Schwab Value Advantage | $750.06万 | 4.16% | 7,500,620 | 755,460 | 11.2% | $75.55万 | 加仓 |
| SPY | S P D R TRUST Unit SR | $761.79万 | 4.23% | 11,714 | -284 | -2.4% | -$18.47万 | 减仓 |
| AAPL | Apple Inc | $792.56万 | 4.40% | 31,229 | -931 | -2.9% | -$23.63万 | 减仓 |
| SCHD | Sch US Div Equity Etf | $1,372.36万 | 7.62% | 447,314 | -3,963 | -0.9% | -$12.16万 | 减仓 |
| — | Schwab Value Advantage | $2,386.46万 | 13.25% | 23,864,649 | -504,457 | -2.1% | -$50.45万 | 减仓 |