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 |
|---|---|---|---|---|---|---|---|---|
| IAU | Ishares Tr Comex Gold | $32.62万 | 0.18% | 3,700 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $32.08万 | 0.18% | 4,460 | 4,460 | — | $32.08万 | 新建仓 |
| FNDA | Schwab Fundamental US | $31.58万 | 0.18% | 9,737 | 18 | 0.2% | $584 | 加仓 |
| XLV | Sector Spdr Health Fund | $31.20万 | 0.17% | 2,128 | -2 | -0.1% | -$293 | 减仓 |
| ORCL | Oracle Corporation | $30.69万 | 0.17% | 2,086 | 1,148 | 122.4% | $16.89万 | 重新持有 |
| CLX | Clorox Company | $30.60万 | 0.17% | 2,953 | 173 | 6.2% | $1.79万 | 重新持有 |
| O | Realty Income Corp | $30.09万 | 0.17% | 4,919 | -286 | -5.5% | -$1.75万 | 减仓 |
| IJR | Ishares Tr S&P Smallcap | $29.58万 | 0.16% | 2,380 | -603 | -20.2% | -$7.50万 | 减仓 |
| BSV | Vanguard Short-Term Bond | $29.07万 | 0.16% | 3,708 | -280 | -7.0% | -$2.20万 | 减仓 |
| ETN | Eaton Corporation | $27.83万 | 0.15% | 778 | 778 | — | $27.83万 | 新建仓 |
| SLYV | Spdr S&P 600 Small Cap | $27.81万 | 0.15% | 2,940 | 13 | 0.4% | $1,230 | 加仓 |
| FNDF | Schwab Fundamental Inl | $27.20万 | 0.15% | 5,560 | 0 | 0.0% | — | 不变 |
| IJH | Ishares Tr S&P Midcap | $26.93万 | 0.15% | 3,988 | 9 | 0.2% | $608 | 加仓 |
| PHYS | Sprott Physical Gold Etv | $25.52万 | 0.14% | 7,200 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $25.27万 | 0.14% | 1,535 | 340 | 28.5% | $5.60万 | 加仓 |
| XLK | Sector Spdr Tech Select | $25.22万 | 0.14% | 1,898 | -402 | -17.5% | -$5.34万 | 减仓 |
| BLK | Blackrock Inc | $24.64万 | 0.14% | 256 | 66 | 34.7% | $6.35万 | 加仓 |
| MCK | Mckesson Corporation | $24.40万 | 0.14% | 282 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Co | $23.69万 | 0.13% | 2,780 | -785 | -22.0% | -$6.69万 | 减仓 |
| DOW | Dow Chemical Company | $23.23万 | 0.13% | 5,578 | 5,578 | — | $23.23万 | 新建仓 |
| ALK | Alaska Air Group Inc De | $22.16万 | 0.12% | 6,024 | 0 | 0.0% | — | 不变 |
| VGK | Vanguard European | $22.01万 | 0.12% | 2,670 | -29 | -1.1% | -$2,390 | 减仓 |
| WMT | Wal-Mart Stores Inc | $21.56万 | 0.12% | 1,735 | 1,735 | — | $21.56万 | 新建仓 |
| PM | Philip Morris Intl Inc | $21.42万 | 0.12% | 1,295 | -19 | -1.4% | -$3,142 | 减仓 |
| — | Schwab Intl Index Fund | $20.32万 | 0.11% | 7,001 | -54 | -0.8% | -$1,567 | 减仓 |
| — | iShares Ethereum Trust ETF | $20.11万 | 0.11% | 12,702 | 12,702 | — | $20.11万 | 新建仓 |
| — | American Fd Small Cap | $20.04万 | 0.11% | 2,764 | 0 | 0.0% | — | 不变 |
| — | Schwab Small Cap Index | $20.01万 | 0.11% | 4,979 | 4,979 | — | $20.01万 | 新建仓 |
| — | 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 |