Coastwise Capital Group, LLC
LA JOLLA CA · SEC CIK 0001934500
$1.72亿2026Q2 申报市值
143持仓数
43.4%前十大占比 · 第一大 8.3%
19 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$51.22万
XOM 新建仓+$49.72万
MSFT 加仓+$48.98万
META 加仓+$39.31万
VIG 新建仓+$35.58万
2026Q2 卖出最多 按季末市值估算
Schwab Value Adv 清仓-$2,386.46万
Schwab Value Adv 清仓-$750.06万
Schwab S&P 500 I 清仓-$62.71万
Fidelity Freedom 清仓-$57.79万
Exxon Mobil Corp 清仓-$54.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | Sch US Div Equity Etf | $1,426.84万 | 8.29% | 449,966 | 2,652 | 0.6% | $8.41万 | 加仓 |
| AAPL | Apple Inc | $929.51万 | 5.40% | 32,123 | 894 | 2.9% | $25.87万 | 加仓 |
| SPY | S P D R TRUST Unit SR | $894.93万 | 5.20% | 11,984 | 270 | 2.3% | $20.16万 | 加仓 |
| GOOGL | Alphabet Inc. | $812.48万 | 4.72% | 22,995 | 976 | 4.4% | $34.48万 | 加仓 |
| AMZN | Amazon Com Inc | $661.99万 | 3.85% | 27,775 | -1,413 | -4.8% | -$33.68万 | 减仓 |
| LRCX | Lam Research Corporation | $648.00万 | 3.77% | 14,954 | -521 | -3.4% | -$22.58万 | 减仓 |
| NVDA | Nvidia Corp | $635.54万 | 3.69% | 31,763 | 2,560 | 8.8% | $51.22万 | 加仓 |
| MSFT | Microsoft Corp | $588.74万 | 3.42% | 15,783 | 1,313 | 9.1% | $48.98万 | 加仓 |
| SCHV | Schw US Lcap Val Etf | $553.08万 | 3.22% | 158,886 | -1,687 | -1.1% | -$5.87万 | 减仓 |
| SPSM | Spdr Portfolio S&P 600 | $316.97万 | 1.84% | 54,963 | 3,016 | 5.8% | $17.39万 | 加仓 |
| TSLA | Tesla Motors Inc | $291.18万 | 1.69% | 6,923 | 11 | 0.2% | $4,627 | 加仓 |
| META | Meta Platforms Inc | $279.14万 | 1.62% | 4,956 | 698 | 16.4% | $39.31万 | 加仓 |
| QQQ | Invesco Qqq TRUST | $231.58万 | 1.35% | 3,145 | -346 | -9.9% | -$25.48万 | 减仓 |
| VZ | Verizon Communications | $229.74万 | 1.34% | 54,261 | 711 | 1.3% | $3.01万 | 加仓 |
| DIA | SPDR Dow Jones Ind ETF | $211.79万 | 1.23% | 4,054 | -52 | -1.3% | -$2.72万 | 减仓 |
| CSCO | Cisco Systems Inc | $202.93万 | 1.18% | 17,276 | -150 | -0.9% | -$1.76万 | 减仓 |
| PFE | Pfizer Incorporated | $192.71万 | 1.12% | 80,028 | 4,074 | 5.4% | $9.81万 | 加仓 |
| INTC | Intel Corp | $191.09万 | 1.11% | 13,685 | -1,871 | -12.0% | -$26.13万 | 减仓 |
| SCHF | Schw Intl Eq Etf | $180.87万 | 1.05% | 65,298 | 9,593 | 17.2% | $26.57万 | 加仓 |
| QCOM | Qualcomm Inc | $178.28万 | 1.04% | 9,648 | -615 | -6.0% | -$11.36万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $166.88万 | 0.97% | 28,961 | 470 | 1.6% | $2.71万 | 加仓 |
| MRK | Merck & Co Inc | $164.80万 | 0.96% | 12,825 | 3 | 0.0% | $386 | 加仓 |
| SBUX | Starbucks Corp | $161.13万 | 0.94% | 15,768 | 31 | 0.2% | $3,168 | 加仓 |
| VYM | Vanguard High Dividend | $160.30万 | 0.93% | 10,144 | 357 | 3.6% | $5.64万 | 加仓 |
| BA | Boeing Co | $158.77万 | 0.92% | 7,334 | 243 | 3.4% | $5.26万 | 加仓 |
| CVX | Chevron Corporation | $158.43万 | 0.92% | 9,558 | 581 | 6.5% | $9.63万 | 加仓 |
| JNJ | Johnson & Johnson | $157.19万 | 0.91% | 6,189 | -114 | -1.8% | -$2.90万 | 减仓 |
| COST | Costco Whsl Corp New | $156.59万 | 0.91% | 1,674 | 171 | 11.4% | $16.00万 | 加仓 |
| SCHA | Schw US Scap Etf | $155.00万 | 0.90% | 42,900 | 1,791 | 4.4% | $6.47万 | 加仓 |
| FTSL | First TRUST Senior Loan | $153.09万 | 0.89% | 34,211 | -2,244 | -6.2% | -$10.04万 | 减仓 |
| T | A T & T Inc New | $149.77万 | 0.87% | 72,351 | 8,717 | 13.7% | $18.04万 | 加仓 |
| BAC | Bank Of America Corp | $148.38万 | 0.86% | 26,040 | -320 | -1.2% | -$1.82万 | 减仓 |
| LMT | Lockheed Martin Corp | $148.26万 | 0.86% | 2,910 | 8 | 0.3% | $4,076 | 加仓 |
| GD | General Dynamics Corp | $138.24万 | 0.80% | 3,902 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Company | $135.39万 | 0.79% | 16,659 | -1,219 | -6.8% | -$9.91万 | 减仓 |
| UNH | Unitedhealth Group Inc | $127.50万 | 0.74% | 3,068 | -19 | -0.6% | -$7,896 | 减仓 |
| PG | Procter & Gamble | $124.80万 | 0.73% | 8,510 | 1,408 | 19.8% | $20.65万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $124.64万 | 0.72% | 1,815 | 144 | 8.6% | $9.89万 | 加仓 |
| AMGN | Amgen Incorporated | $116.08万 | 0.67% | 3,206 | 165 | 5.4% | $5.97万 | 加仓 |
| NFLX | Netflix Inc | $114.63万 | 0.67% | 16,054 | 524 | 3.4% | $3.74万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $113.16万 | 0.66% | 3,457 | -202 | -5.5% | -$6.61万 | 减仓 |
| CAT | Caterpillar Inc | $111.28万 | 0.65% | 1,045 | -65 | -5.9% | -$6.92万 | 减仓 |
| PEP | Pepsico Incorporated | $100.94万 | 0.59% | 7,455 | 1,217 | 19.5% | $16.48万 | 加仓 |
| AMD | Advanced Micro Devic | $98.46万 | 0.57% | 1,695 | -179 | -9.6% | -$10.40万 | 减仓 |
| RTX | Raytheon Technologies Co | $96.48万 | 0.56% | 5,085 | 362 | 7.7% | $6.87万 | 加仓 |
| IWM | Ishares Tr Russell | $91.83万 | 0.53% | 3,057 | -214 | -6.5% | -$6.43万 | 减仓 |
| IVV | Ishares Core S&P | $89.73万 | 0.52% | 1,198 | 1 | 0.1% | $749 | 加仓 |
| ABT | Abbott Laboratories | $88.64万 | 0.52% | 9,769 | 2,990 | 44.1% | $27.13万 | 加仓 |
| CRM | Salesforce Com | $87.65万 | 0.51% | 5,595 | -273 | -4.7% | -$4.28万 | 减仓 |
| DAL | Delta Air Lines Inc New | $87.52万 | 0.51% | 9,344 | -485 | -4.9% | -$4.54万 | 减仓 |
| AVGO | Avago Technologies | $84.16万 | 0.49% | 2,228 | 453 | 25.5% | $17.11万 | 加仓 |
| WYNN | Wynn Resorts | $83.36万 | 0.48% | 8,586 | 316 | 3.8% | $3.07万 | 加仓 |
| BRK/B | Berkshire Hathaway Cl B | $79.06万 | 0.46% | 1,580 | 484 | 44.2% | $24.22万 | 加仓 |
| FTSM | First TRUST Enhanced | $78.24万 | 0.45% | 13,098 | -349 | -2.6% | -$2.08万 | 减仓 |
| C | Citigroup Inc | $73.61万 | 0.43% | 5,259 | -11 | -0.2% | -$1,540 | 减仓 |
| SCHE | Schw Emg Mkt Eq Etf | $72.93万 | 0.42% | 20,114 | 2,706 | 15.5% | $9.81万 | 加仓 |
| NSC | Norfolk Southern Corp | $71.24万 | 0.41% | 2,265 | -10 | -0.4% | -$3,145 | 减仓 |
| AAL | American Airls Group Inc | $70.83万 | 0.41% | 39,200 | 600 | 1.6% | $1.08万 | 加仓 |
| V | Visa Inc Cl A | $67.16万 | 0.39% | 1,958 | -66 | -3.3% | -$2.26万 | 减仓 |
| WFC | Wells Fargo & Co New | $62.89万 | 0.37% | 7,610 | 4 | 0.1% | $331 | 加仓 |
| NEE | Nextera Energy Inc | $61.91万 | 0.36% | 7,053 | 229 | 3.4% | $2.01万 | 加仓 |
| BP | Bp Plc Adr | $60.27万 | 0.35% | 16,310 | 447 | 2.8% | $1.65万 | 加仓 |
| GM | General Motors Co | $59.44万 | 0.35% | 7,711 | -1,301 | -14.4% | -$10.03万 | 减仓 |
| IBB | Ishares Nasdaq Bio Etf | $59.39万 | 0.35% | 3,123 | 1 | 0.0% | $190 | 加仓 |
| F | Ford Motor Company New | $59.26万 | 0.34% | 42,630 | -7,415 | -14.8% | -$10.31万 | 减仓 |
| UBER | Uber Technologies Inc | $58.16万 | 0.34% | 8,060 | 3,600 | 80.7% | $25.98万 | 加仓 |
| DIS | Disney Walt Co | $57.64万 | 0.34% | 5,988 | -178 | -2.9% | -$1.71万 | 减仓 |
| PGX | Invesco Preferred ETF | $57.24万 | 0.33% | 52,802 | 535 | 1.0% | $5,799 | 加仓 |
| MDT | Medtronic Inc | $55.58万 | 0.32% | 7,105 | 1,205 | 20.4% | $9.43万 | 加仓 |
| HD | Home Depot Inc | $54.21万 | 0.32% | 1,537 | 98 | 6.8% | $3.46万 | 加仓 |
| VBR | Vanguard Small Cap Value | $53.56万 | 0.31% | 2,204 | 7 | 0.3% | $1,701 | 加仓 |
| IWO | Ishares Tr Russell | $52.99万 | 0.31% | 1,345 | -131 | -8.9% | -$5.16万 | 减仓 |
| SCUS | Schwab Ultra Short Income ETF | $52.39万 | 0.30% | 20,810 | -93 | -0.4% | -$2,341 | 减仓 |
| SCHP | Sch US Tips Etf | $51.64万 | 0.30% | 19,488 | 3,236 | 19.9% | $8.58万 | 加仓 |
| PFF | Ishares S&P U S Pfd Fund | $50.31万 | 0.29% | 16,500 | 3,880 | 30.7% | $11.83万 | 加仓 |
| XOM | Exxon Mobil Corporation | $49.72万 | 0.29% | 3,637 | 3,637 | — | $49.72万 | 新建仓 |
| XBI | Spdr S&P Biotech Etf | $48.94万 | 0.28% | 3,092 | 2 | 0.1% | $317 | 加仓 |
| VB | Vanguard Small Cap | $48.55万 | 0.28% | 1,602 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation | $43.93万 | 0.26% | 1,031 | 253 | 32.5% | $10.78万 | 加仓 |
| RSP | Guggenheim S&P 500 Equal | $43.00万 | 0.25% | 2,021 | 34 | 1.7% | $7,234 | 加仓 |
| FPE | First TRUST Preferred | $42.77万 | 0.25% | 23,919 | 220 | 0.9% | $3,934 | 加仓 |
| IBM | Intl Business Machines | $42.67万 | 0.25% | 1,517 | -6 | -0.4% | -$1,688 | 减仓 |
| TLT | Ishares Tr Barclays Bond | $42.29万 | 0.25% | 4,894 | -962 | -16.4% | -$8.31万 | 减仓 |
| ABBV | Abbvie Inc | $41.91万 | 0.24% | 1,666 | -191 | -10.3% | -$4.81万 | 减仓 |
| DEM | Wisdomtree Emerging Mkts | $40.02万 | 0.23% | 7,441 | 59 | 0.8% | $3,173 | 加仓 |
| MS | Morgan Stanley | $39.46万 | 0.23% | 1,887 | 352 | 22.9% | $7.36万 | 加仓 |
| FNDX | Schwab Fundamental US | $39.36万 | 0.23% | 12,657 | 48 | 0.4% | $1,493 | 加仓 |
| VEA | Vanguard Msci Eafe Etf | $37.83万 | 0.22% | 5,310 | 8 | 0.2% | $570 | 加仓 |
| WMT | Wal-Mart Stores Inc | $37.73万 | 0.22% | 3,331 | 1,596 | 92.0% | $18.08万 | 加仓 |
| FNDA | Schwab Fundamental US | $37.16万 | 0.22% | 9,762 | 25 | 0.3% | $952 | 加仓 |
| LLY | Lilly Eli & Company | $36.96万 | 0.21% | 308 | 52 | 20.3% | $6.24万 | 重新持有 |
| ALK | Alaska Air Group Inc De | $36.66万 | 0.21% | 7,024 | 1,000 | 16.6% | $5.22万 | 加仓 |
| FNDE | Sch Fnd Em Lg Etf | $36.10万 | 0.21% | 9,099 | 44 | 0.5% | $1,746 | 加仓 |
| VIG | Vanguard Div Apprciation | $35.58万 | 0.21% | 1,504 | 1,504 | — | $35.58万 | 新建仓 |
| IJR | Ishares Tr S&P Smallcap | $35.40万 | 0.21% | 2,387 | 7 | 0.3% | $1,038 | 加仓 |
| MU | Micron Technology | $35.21万 | 0.20% | 305 | 305 | — | $35.21万 | 新建仓 |
| SLB | Schlumberger Ltd | $34.95万 | 0.20% | 7,517 | -475 | -5.9% | -$2.21万 | 减仓 |
| SCHG | Schw US Lcap Gro Etf | $34.84万 | 0.20% | 10,296 | -1,590 | -13.4% | -$5.38万 | 减仓 |
| COP | Conocophillips | $34.73万 | 0.20% | 3,341 | 149 | 4.7% | $1.55万 | 加仓 |
| ORCL | Oracle Corporation | $34.36万 | 0.20% | 2,344 | 258 | 12.4% | $3.78万 | 加仓 |