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 |
|---|---|---|---|---|---|---|---|---|
| — | Schwab Value Advantage | $2,386.46万 | 13.25% | 23,864,649 | -504,457 | -2.1% | -$50.45万 | 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 |
| AAPL | Apple Inc | $792.56万 | 4.40% | 31,229 | -931 | -2.9% | -$23.63万 | 减仓 |
| SPY | S P D R TRUST Unit SR | $761.79万 | 4.23% | 11,714 | -284 | -2.4% | -$18.47万 | 减仓 |
| — | Schwab Value Advantage | $750.06万 | 4.16% | 7,500,620 | 755,460 | 11.2% | $75.55万 | 加仓 |
| GOOGL | Alphabet Inc. | $631.63万 | 3.51% | 22,019 | 640 | 3.0% | $18.36万 | 加仓 |
| AMZN | Amazon Com Inc | $607.90万 | 3.38% | 29,188 | 5,108 | 21.2% | $106.38万 | 加仓 |
| MSFT | Microsoft Corp | $535.65万 | 2.97% | 14,470 | 3,229 | 28.7% | $119.53万 | 加仓 |
| NVDA | Nvidia Corp | $509.30万 | 2.83% | 29,203 | -2,140 | -6.8% | -$37.32万 | 减仓 |
| SCHV | Schw US Lcap Val Etf | $489.75万 | 2.72% | 160,573 | 2,557 | 1.6% | $7.80万 | 加仓 |
| LRCX | Lam Research Corporation | $330.64万 | 1.84% | 15,475 | 475 | 3.2% | $10.15万 | 加仓 |
| VZ | Verizon Communications | $268.82万 | 1.49% | 53,550 | -504 | -0.9% | -$2.53万 | 减仓 |
| TSLA | Tesla Motors Inc | $256.95万 | 1.43% | 6,912 | 164 | 2.4% | $6.10万 | 加仓 |
| SPSM | Spdr Portfolio S&P 600 | $251.01万 | 1.39% | 51,947 | 670 | 1.3% | $3.24万 | 加仓 |
| META | Meta Platforms Inc | $243.59万 | 1.35% | 4,258 | 396 | 10.3% | $22.65万 | 加仓 |
| PFE | Pfizer Incorporated | $213.28万 | 1.18% | 75,954 | 23 | 0.0% | $646 | 加仓 |
| QQQ | Invesco Qqq TRUST | $201.52万 | 1.12% | 3,491 | -623 | -15.1% | -$35.96万 | 减仓 |
| DIA | SPDR Dow Jones Ind ETF | $190.17万 | 1.06% | 4,106 | -464 | -10.2% | -$21.49万 | 减仓 |
| CVX | Chevron Corporation | $185.72万 | 1.03% | 8,977 | 234 | 2.7% | $4.84万 | 加仓 |
| T | A T & T Inc New | $184.48万 | 1.02% | 63,634 | 6,580 | 11.5% | $19.08万 | 加仓 |
| LMT | Lockheed Martin Corp | $175.42万 | 0.97% | 2,902 | -560 | -16.2% | -$33.85万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $172.80万 | 0.96% | 28,491 | 70 | 0.2% | $4,246 | 加仓 |
| FTSL | First TRUST Senior Loan | $163.32万 | 0.91% | 36,455 | -2,308 | -6.0% | -$10.34万 | 减仓 |
| MRK | Merck & Co Inc | $154.23万 | 0.86% | 12,822 | -337 | -2.6% | -$4.05万 | 减仓 |
| JNJ | Johnson & Johnson | $154.08万 | 0.86% | 6,303 | -2,173 | -25.6% | -$53.12万 | 减仓 |
| COST | Costco Whsl Corp New | $149.80万 | 0.83% | 1,503 | 103 | 7.4% | $10.27万 | 加仓 |
| NFLX | Netflix Inc | $149.32万 | 0.83% | 15,530 | 7,550 | 94.6% | $72.59万 | 加仓 |
| VYM | Vanguard High Dividend | $144.95万 | 0.80% | 9,787 | 89 | 0.9% | $1.32万 | 加仓 |
| BA | Boeing Co | $141.14万 | 0.78% | 7,091 | -373 | -5.0% | -$7.42万 | 减仓 |
| SBUX | Starbucks Corp | $140.99万 | 0.78% | 15,737 | -733 | -4.5% | -$6.57万 | 减仓 |
| SCHF | Schw Intl Eq Etf | $137.87万 | 0.77% | 55,705 | 957 | 1.7% | $2.37万 | 加仓 |
| KO | Coca Cola Company | $135.96万 | 0.75% | 17,878 | -1,124 | -5.9% | -$8.55万 | 减仓 |
| CSCO | Cisco Systems Inc | $135.21万 | 0.75% | 17,426 | 83 | 0.5% | $6,440 | 加仓 |
| GD | General Dynamics Corp | $133.94万 | 0.74% | 3,902 | -2,197 | -36.0% | -$75.41万 | 减仓 |
| QCOM | Qualcomm Inc | $132.17万 | 0.73% | 10,263 | 1,408 | 15.9% | $18.13万 | 加仓 |
| BAC | Bank Of America Corp | $128.50万 | 0.71% | 26,360 | -4,239 | -13.9% | -$20.66万 | 减仓 |
| SCHA | Schw US Scap Etf | $119.54万 | 0.66% | 41,109 | -580 | -1.4% | -$1.69万 | 减仓 |
| CRM | Salesforce Com | $109.53万 | 0.61% | 5,868 | 335 | 6.1% | $6.25万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $107.64万 | 0.60% | 3,659 | 62 | 1.7% | $1.82万 | 加仓 |
| AMGN | Amgen Incorporated | $107.00万 | 0.59% | 3,041 | 20 | 0.7% | $7,037 | 加仓 |
| PG | Procter & Gamble | $102.57万 | 0.57% | 7,102 | 577 | 8.8% | $8.33万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $99.86万 | 0.55% | 1,671 | 83 | 5.2% | $4.96万 | 加仓 |
| PEP | Pepsico Incorporated | $96.87万 | 0.54% | 6,238 | 560 | 9.9% | $8.70万 | 加仓 |
| RTX | Raytheon Technologies Co | $91.11万 | 0.51% | 4,723 | -423 | -8.2% | -$8.16万 | 减仓 |
| WYNN | Wynn Resorts | $83.98万 | 0.47% | 8,270 | 15 | 0.2% | $1,523 | 加仓 |
| UNH | Unitedhealth Group Inc | $83.52万 | 0.46% | 3,087 | 1,281 | 70.9% | $34.66万 | 加仓 |
| IWM | Ishares Tr Russell | $81.13万 | 0.45% | 3,271 | -5 | -0.2% | -$1,240 | 减仓 |
| FTSM | First TRUST Enhanced | $80.38万 | 0.45% | 13,447 | -218 | -1.6% | -$1.30万 | 减仓 |
| CAT | Caterpillar Inc | $78.60万 | 0.44% | 1,110 | -16 | -1.4% | -$1.13万 | 减仓 |
| IVV | Ishares Core S&P | $78.22万 | 0.43% | 1,197 | 0 | 0.0% | — | 不变 |
| BP | Bp Plc Adr | $74.56万 | 0.41% | 15,863 | 116 | 0.7% | $5,452 | 加仓 |
| ABT | Abbott Laboratories | $69.60万 | 0.39% | 6,779 | 2,428 | 55.8% | $24.93万 | 加仓 |
| INTC | Intel Corp | $68.65万 | 0.38% | 15,556 | -582 | -3.6% | -$2.57万 | 减仓 |
| GM | General Motors Co | $67.14万 | 0.37% | 9,012 | -2,486 | -21.6% | -$18.52万 | 减仓 |
| DAL | Delta Air Lines Inc New | $65.34万 | 0.36% | 9,829 | -3,602 | -26.8% | -$23.95万 | 减仓 |
| NSC | Norfolk Southern Corp | $65.29万 | 0.36% | 2,275 | 2 | 0.1% | $574 | 加仓 |
| NEE | Nextera Energy Inc | $63.38万 | 0.35% | 6,824 | -372 | -5.2% | -$3.46万 | 减仓 |
| — | Schwab S&P 500 Index Fd | $62.71万 | 0.35% | 37,392 | -107 | -0.3% | -$1,794 | 减仓 |
| V | Visa Inc Cl A | $61.17万 | 0.34% | 2,024 | 507 | 33.4% | $15.32万 | 加仓 |
| WFC | Wells Fargo & Co New | $60.55万 | 0.34% | 7,606 | -4,004 | -34.5% | -$31.88万 | 减仓 |
| C | Citigroup Inc | $59.77万 | 0.33% | 5,270 | -2,733 | -34.1% | -$31.00万 | 减仓 |
| DIS | Disney Walt Co | $59.43万 | 0.33% | 6,166 | 39 | 0.6% | $3,759 | 加仓 |
| — | Fidelity Freedom 2035 | $57.79万 | 0.32% | 32,597 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company New | $57.75万 | 0.32% | 50,045 | -3,355 | -6.3% | -$3.87万 | 减仓 |
| SCHE | Schw Emg Mkt Eq Etf | $57.36万 | 0.32% | 17,408 | -946 | -5.2% | -$3.12万 | 减仓 |
| PGX | Invesco Preferred ETF | $56.87万 | 0.32% | 52,267 | 113 | 0.2% | $1,229 | 加仓 |
| AVGO | Avago Technologies | $54.92万 | 0.30% | 1,775 | 408 | 29.8% | $12.62万 | 加仓 |
| — | Exxon Mobil Corporation | $54.87万 | 0.30% | 3,234 | 288 | 9.8% | $4.89万 | 加仓 |
| IBB | Ishares Nasdaq Bio Etf | $52.72万 | 0.29% | 3,122 | -401 | -11.4% | -$6.77万 | 减仓 |
| SCUS | Schwab Ultra Short Income ETF | $52.67万 | 0.29% | 20,903 | -3,196 | -13.3% | -$8.05万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $52.52万 | 0.29% | 1,096 | 67 | 6.5% | $3.21万 | 加仓 |
| MDT | Medtronic Inc | $51.12万 | 0.28% | 5,900 | 400 | 7.3% | $3.47万 | 加仓 |
| TLT | Ishares Tr Barclays Bond | $50.77万 | 0.28% | 5,856 | 42 | 0.7% | $3,641 | 加仓 |
| GILD | Gilead Sciences Inc | $48.03万 | 0.27% | 3,446 | -306 | -8.2% | -$4.26万 | 减仓 |
| VBR | Vanguard Small Cap Value | $47.74万 | 0.27% | 2,197 | 11 | 0.5% | $2,390 | 加仓 |
| HD | Home Depot Inc | $47.32万 | 0.26% | 1,439 | -1,208 | -45.6% | -$39.73万 | 减仓 |
| IWO | Ishares Tr Russell | $46.32万 | 0.26% | 1,476 | 0 | 0.0% | — | 不变 |
| SCHP | Sch US Tips Etf | $43.25万 | 0.24% | 16,252 | 0 | 0.0% | — | 不变 |
| COP | Conocophillips | $42.13万 | 0.23% | 3,192 | 905 | 39.6% | $11.94万 | 重新持有 |
| FPE | First TRUST Preferred | $42.07万 | 0.23% | 23,699 | 39 | 0.2% | $692 | 加仓 |
| VB | Vanguard Small Cap | $41.95万 | 0.23% | 1,602 | 0 | 0.0% | — | 不变 |
| AAL | American Airls Group Inc | $41.46万 | 0.23% | 38,600 | 3,500 | 10.0% | $3.76万 | 加仓 |
| SLB | Schlumberger Ltd | $41.07万 | 0.23% | 7,992 | -479 | -5.7% | -$2.46万 | 减仓 |
| NOC | Northrop Grumman Corp | $40.94万 | 0.23% | 600 | 2 | 0.3% | $1,365 | 加仓 |
| NKE | Nike Inc Class B | $40.60万 | 0.23% | 7,687 | 4,749 | 161.6% | $25.08万 | 重新持有 |
| ABBV | Abbvie Inc | $40.38万 | 0.22% | 1,857 | 1 | 0.1% | $217 | 加仓 |
| XBI | Spdr S&P Biotech Etf | $39.47万 | 0.22% | 3,090 | -70 | -2.2% | -$8,941 | 减仓 |
| XLE | Sector Spdr Engy Select | $38.84万 | 0.22% | 6,340 | -284 | -4.3% | -$1.74万 | 减仓 |
| PFF | Ishares S&P U S Pfd Fund | $38.26万 | 0.21% | 12,620 | 223 | 1.8% | $6,761 | 加仓 |
| RSP | Guggenheim S&P 500 Equal | $38.13万 | 0.21% | 1,987 | 3 | 0.2% | $576 | 加仓 |
| AMD | Advanced Micro Devic | $38.12万 | 0.21% | 1,874 | -620 | -24.9% | -$12.61万 | 减仓 |
| IBM | Intl Business Machines | $36.90万 | 0.20% | 1,523 | -22 | -1.4% | -$5,331 | 减仓 |
| DEM | Wisdomtree Emerging Mkts | $36.68万 | 0.20% | 7,382 | 26 | 0.4% | $1,292 | 加仓 |
| TGT | Target Corporation | $35.14万 | 0.20% | 2,900 | 27 | 0.9% | $3,272 | 加仓 |
| FNDX | Schwab Fundamental US | $35.12万 | 0.19% | 12,609 | 51 | 0.4% | $1,420 | 加仓 |
| FNDE | Sch Fnd Em Lg Etf | $34.65万 | 0.19% | 9,055 | 0 | 0.0% | — | 不变 |
| SCHG | Schw US Lcap Gro Etf | $34.62万 | 0.19% | 11,886 | -275 | -2.3% | -$8,011 | 减仓 |
| SCHW | The Charles Schwab Corp | $34.54万 | 0.19% | 3,676 | -1,091 | -22.9% | -$10.25万 | 减仓 |
| — | American Fd Fundamental | $34.15万 | 0.19% | 3,851 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Msci Eafe Etf | $33.98万 | 0.19% | 5,302 | 2 | 0.0% | $128 | 加仓 |