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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |
| — | 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 |