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 Bills 0.0 01/02/26 01/02/2026 | $0 | 0.00% | 0 | -2,335,000 | -100.0% | -$233.48万 | 清仓 |
| — | United States Treasury Bills 0.0 01/15/26 01/15/2026 | $0 | 0.00% | 0 | -1,755,000 | -100.0% | -$175.27万 | 清仓 |
| — | United States Treasury Bills 0.0 02/19/26 02/19/2026 | $0 | 0.00% | 0 | -1,340,000 | -100.0% | -$133.36万 | 清仓 |
| — | United States Treasury Bills 0.0 04/09/26 04/09/2026 | $0 | 0.00% | 0 | -1,115,000 | -100.0% | -$110.44万 | 清仓 |
| — | United States Treasury Bills 0.0 03/19/26 03/19/2026 | $0 | 0.00% | 0 | -825,000 | -100.0% | -$81.89万 | 清仓 |
| — | United States Treasury Bills 0.0 03/05/26 03/05/2026 | $0 | 0.00% | 0 | -790,000 | -100.0% | -$78.52万 | 清仓 |
| — | US Treasury 4.875 05/31/26 05/31/2026 4.875 | $0 | 0.00% | 0 | -767,000 | -100.0% | -$77.09万 | 清仓 |
| — | US Treasury 4.625 03/15/26 03/15/2026 4.625 | $0 | 0.00% | 0 | -618,000 | -100.0% | -$61.92万 | 清仓 |
| — | US Treasury 2.250 03/31/26 03/31/2026 2.250 | $0 | 0.00% | 0 | -575,000 | -100.0% | -$57.31万 | 清仓 |
| — | US Treasury Bill 01/22/26 01/22/2026 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$49.90万 | 清仓 |
| — | United States Treasury Bills 0.0 03/26/26 03/26/2026 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$49.59万 | 清仓 |
| IWN | Ishares Tr Russell | $0 | 0.00% | 0 | -2,104 | -100.0% | -$38.13万 | 清仓 |
| — | US Treasury 0.750 03/31/26 03/31/2026 0.750 | $0 | 0.00% | 0 | -370,000 | -100.0% | -$36.75万 | 清仓 |
| — | US Treasury 1.500 01/31/27 01/31/2027 1.500 | $0 | 0.00% | 0 | -360,000 | -100.0% | -$35.23万 | 清仓 |
| — | United States Treasury Bills 0.0 05/07/26 05/07/2026 | $0 | 0.00% | 0 | -340,000 | -100.0% | -$33.58万 | 清仓 |
| — | US Treasury 4.500 03/31/26 03/31/2026 4.500 | $0 | 0.00% | 0 | -323,000 | -100.0% | -$32.37万 | 清仓 |
| — | United States Treasury Bills 0.0 05/28/26 05/28/2026 | $0 | 0.00% | 0 | -320,000 | -100.0% | -$31.54万 | 清仓 |
| — | United States Treasury Notes 4.625 06/30/26 06/30/2026 4.625 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$30.15万 | 清仓 |
| LLY | Lilly Eli & Company | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | United States Treasury Bills 0.0 05/21/26 05/21/2026 | $0 | 0.00% | 0 | -257,000 | -100.0% | -$25.35万 | 清仓 |
| — | United States Treasury Bills 0.0 06/18/26 06/18/2026 | $0 | 0.00% | 0 | -256,000 | -100.0% | -$25.18万 | 清仓 |
| VWO | Vanguard Emerging Market | $0 | 0.00% | 0 | -4,677 | -100.0% | -$25.14万 | 清仓 |
| ADBE | Adobe Systems Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | Mastercard Inc | $0 | 0.00% | 0 | -427 | -100.0% | -$24.38万 | 清仓 |
| MMM | 3m Company | $0 | 0.00% | 0 | -1,435 | -100.0% | -$22.97万 | 清仓 |
| NLY | Annaly Capital Mgmt | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | United States Treasury Bills 0.0 05/14/26 05/14/2026 | $0 | 0.00% | 0 | -230,000 | -100.0% | -$22.70万 | 清仓 |
| — | United States Treasury Notes 3.7500000 2026-04-15 04/15/2026 3.750 | $0 | 0.00% | 0 | -225,000 | -100.0% | -$22.51万 | 清仓 |
| NOBL | Proshares Etf | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | US Treasury 4.875 04/30/26 04/30/2026 4.875 | $0 | 0.00% | 0 | -217,000 | -100.0% | -$21.79万 | 清仓 |
| — | United States Treasury Notes 0.875 06/30/26 06/30/2026 0.875 | $0 | 0.00% | 0 | -220,000 | -100.0% | -$21.71万 | 清仓 |
| — | United States Treasury Bills 0.0 06/04/26 06/04/2026 | $0 | 0.00% | 0 | -205,000 | -100.0% | -$20.20万 | 清仓 |
| — | United States Treasury Bills 0.0 03/12/26 03/12/2026 | $0 | 0.00% | 0 | -180,000 | -100.0% | -$17.88万 | 清仓 |
| — | United States Treasury Bills 0.0 04/16/26 04/16/2026 | $0 | 0.00% | 0 | -175,000 | -100.0% | -$17.32万 | 清仓 |
| — | United States Treasury Notes 4.25 05/15/35 05/15/2035 4.250 | $0 | 0.00% | 0 | -170,000 | -100.0% | -$17.16万 | 清仓 |
| — | United States Treasury Notes 4.375 07/31/26 07/31/2026 4.375 | $0 | 0.00% | 0 | -161,000 | -100.0% | -$16.17万 | 清仓 |
| — | United States Treasury Notes 4.625 09/30/30 09/30/2030 4.625 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$15.59万 | 清仓 |
| — | United States Treasury Notes 3.875 05/31/27 05/31/2027 3.875 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$15.08万 | 清仓 |
| — | United States Treasury Notes 4.125 10/31/26 10/31/2026 4.125 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$15.06万 | 清仓 |
| — | United States Treasury Notes 0.75 05/31/26 05/31/2026 0.750 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$14.82万 | 清仓 |
| — | United States Treasury Bills 0.0 06/11/26 06/11/2026 | $0 | 0.00% | 0 | -144,000 | -100.0% | -$14.18万 | 清仓 |
| — | United States Treasury Notes 4.25 11/30/26 11/30/2026 4.250 | $0 | 0.00% | 0 | -137,000 | -100.0% | -$13.78万 | 清仓 |
| — | United States Treasury Bills 0.0 01/29/26 01/29/2026 | $0 | 0.00% | 0 | -135,000 | -100.0% | -$13.46万 | 清仓 |
| — | US Treasu Nt 05/15/2026 3.625 | $0 | 0.00% | 0 | -133,000 | -100.0% | -$13.30万 | 清仓 |
| — | United States Treasury Bills 0.0 04/23/26 04/23/2026 | $0 | 0.00% | 0 | -133,000 | -100.0% | -$13.15万 | 清仓 |
| — | United States Treasury Bills 0.0 02/05/26 02/05/2026 | $0 | 0.00% | 0 | -130,000 | -100.0% | -$12.96万 | 清仓 |
| — | United States Treasury Notes 4.5 07/15/26 07/15/2026 4.500 | $0 | 0.00% | 0 | -128,000 | -100.0% | -$12.87万 | 清仓 |
| NUV | Nuveen Mun Value Fd Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | US Treasury 0.500 02/28/26 02/28/2026 0.500 | $0 | 0.00% | 0 | -112,000 | -100.0% | -$11.14万 | 清仓 |
| — | Manhattan Bch Ca US 09/01/2043 5.000 Call 09/01/2028 100.00 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.35万 | 清仓 |
| — | US Treasury 1.625 02/15/26 02/15/2026 1.625 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.97万 | 清仓 |
| — | United States Treasury Bills 0.0 04/02/26 04/02/2026 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.91万 | 清仓 |
| — | US Treasury 2.750 02/15/28 02/15/2028 2.750 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.85万 | 清仓 |
| — | United States Treasury Notes 1.375 08/31/26 08/31/2026 1.375 | $0 | 0.00% | 0 | -95,000 | -100.0% | -$9.37万 | 清仓 |
| — | United States Treasury Notes 2.3750000 2026-04-30 04/30/2026 2.375 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$8.97万 | 清仓 |
| — | Met Wtr Dist S Ca W 07/01/2039 5.000 Call 01/01/2029 100.00 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.98万 | 清仓 |
| — | West Virginia St 12/01/2033 5.000 Call 06/01/2028 100.00 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.91万 | 清仓 |
| — | Killeen Tx Isd 02/15/2028 5.000 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.88万 | 清仓 |
| — | University Californ 05/15/2036 5.000 Call 05/15/2028 100.00 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.87万 | 清仓 |
| — | San Fran Calif City 11/01/2034 5.000 Call 11/01/2027 100.00 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.85万 | 清仓 |
| — | Washington St 02/01/2039 5.000 Call 02/01/2027 100.00 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.64万 | 清仓 |
| — | Fair Isaac Corp 06/15/2028 4.000 Call 02/07/2026 100.00 | $0 | 0.00% | 0 | -65,000 | -100.0% | -$6.39万 | 清仓 |
| — | United States Treasury Notes 1.125 10/31/26 10/31/2026 1.125 | $0 | 0.00% | 0 | -65,000 | -100.0% | -$6.37万 | 清仓 |
| — | United States Treasury Bills 0.0 09/03/26 09/03/2026 | $0 | 0.00% | 0 | -62,000 | -100.0% | -$6.06万 | 清仓 |
| — | United States Treasury Notes 0.625 07/31/26 07/31/2026 0.625 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$5.90万 | 清仓 |
| — | United States Treasury Notes 4.375 11/30/30 11/30/2030 4.375 | $0 | 0.00% | 0 | -55,000 | -100.0% | -$5.66万 | 清仓 |
| — | Walmart Inc 07/08/2040 4.875 | $0 | 0.00% | 0 | -55,000 | -100.0% | -$5.49万 | 清仓 |
| — | Los Angeles Ca Wwtr 06/01/2042 5.000 Call 06/01/2032 100.00 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.46万 | 清仓 |
| — | San Diego Ca Trans 04/01/2040 5.000 Call 04/01/2030 100.00 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.39万 | 清仓 |
| — | United States Treasury Notes 4.25 08/15/35 08/15/2035 4.250 | $0 | 0.00% | 0 | -53,000 | -100.0% | -$5.34万 | 清仓 |
| — | Los Angeles Califor 07/01/2042 5.000 A146 A158 Call 07/01/2032 100.00 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.32万 | 清仓 |
| — | Dc W/S Auth Pub Uti 10/01/2041 5.000 Call 04/01/2028 100.00 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.14万 | 清仓 |
| — | Or Hlth /Science Un 07/01/2036 5.000 Call 07/01/2026 100.00 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.04万 | 清仓 |
| — | United States Treasury Notes 3.875 07/31/27 07/31/2027 3.875 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.03万 | 清仓 |
| — | US Treasury 2.625 01/31/26 01/31/2026 2.625 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.99万 | 清仓 |
| — | US Treasury 1.875 02/28/27 02/28/2027 1.875 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.91万 | 清仓 |
| — | US Treasu Nt 05/15/2033 3.375 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.81万 | 清仓 |
| — | United States Treasury Notes 1.125 08/31/28 08/31/2028 1.125 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$4.70万 | 清仓 |
| — | Money Market Pool | $0 | 0.00% | 0 | -36,118 | -100.0% | -$4.40万 | 清仓 |
| — | Ct St Spl Tax Obg 05/01/2041 5.000 Call 05/01/2031 100.00 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.27万 | 清仓 |
| — | Jpmorgan Chase & 07/15/2041 5.600 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.15万 | 清仓 |
| — | US Treasury 4.250 01/31/26 01/31/2026 4.250 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.00万 | 清仓 |
| XRX | Xerox Holdings Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Energy Transfer O 07/01/2038 7.500 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.48万 | 清仓 |
| — | Southwest Airlin 11/16/2027 3.450 Call 08/16/2027 100.00 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.45万 | 清仓 |
| — | United States Treasury Notes 1.625 10/31/26 10/31/2026 1.625 | $0 | 0.00% | 0 | -32,000 | -100.0% | -$3.15万 | 清仓 |
| — | Netflix, Inc 04/15/2028 4.875 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.05万 | 清仓 |
| — | US Treasur Nt 04/30/2028 1.250 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.85万 | 清仓 |
| — | Assured Guaranty Var 12/15/2036 6.400 Call 12/15/2036 100.00 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.82万 | 清仓 |
| — | United States Treasury Notes 3.75 08/31/26 08/31/2026 3.750 | $0 | 0.00% | 0 | -28,000 | -100.0% | -$2.80万 | 清仓 |
| — | Maui Cnty Hi 03/01/2029 5.000 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.69万 | 清仓 |
| — | California St Var P 10/01/2039 5.000 Call 10/01/2029 100.00 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.67万 | 清仓 |
| — | Altria Group, In 02/04/2032 2.450 Call 11/04/2031 100.00 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.65万 | 清仓 |
| — | Eaton Corp Plc 11/02/2042 4.150 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.59万 | 清仓 |
| — | United States Treasury Notes 1.875 06/30/26 06/30/2026 1.875 | $0 | 0.00% | 0 | -26,000 | -100.0% | -$2.58万 | 清仓 |
| — | Duke Energy Flori 07/15/2028 3.800 Call 04/15/2028 100.00 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | Hilton Domestic Ope 05/01/2031 4.000 Call 05/01/2026 102.00 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.38万 | 清仓 |
| — | Lowe's Companies, 09/01/2027 7.200 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.09万 | 清仓 |
| — | US Treasury 4.250 11/15/34 11/15/2034 4.250 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.02万 | 清仓 |
| — | Pentair Fin S.A 07/01/2029 4.500 Call 04/01/2029 100.00 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.01万 | 清仓 |