Coastline Complete Wealth LLC
BLUFFTON SC · SEC CIK 0002112134
$1.61亿2026Q1 申报市值
55持仓数
62.9%前十大占比 · 第一大 13.5%
9 / 4新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOOG 加仓+$1,322.52万
ONEQ 新建仓+$860.19万
BSCV 加仓+$356.07万
VIG 加仓+$267.32万
BSMS 加仓+$222.52万
2026Q1 卖出最多 按季末市值估算
IVW 减仓-$1,232.22万
QQQ 减仓-$862.40万
BSCQ 清仓-$392.83万
BSMQ 清仓-$370.38万
NOBL 减仓-$213.62万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -200,681 | -100.0% | -$392.83万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -156,640 | -100.0% | -$370.38万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,338 | -100.0% | -$35.45万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -10,360 | -100.0% | -$27.49万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $5.92万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.24万 | 0.13% | 835 | -13 | -1.5% | -$3,151 | 减仓 |
| V | VISA INC | $20.41万 | 0.13% | 675 | 675 | — | $20.41万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.39万 | 0.14% | 2,329 | 2,329 | — | $22.39万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.41万 | 0.14% | 5,832 | -1,181 | -16.8% | -$4.54万 | 减仓 |
| KO | COCA COLA CO | $23.35万 | 0.14% | 3,070 | 3,070 | — | $23.35万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $24.04万 | 0.15% | 838 | 4 | 0.5% | $1,147 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.93万 | 0.16% | 881 | 881 | — | $25.93万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.86万 | 0.17% | 5,550 | 247 | 4.7% | $1.24万 | 加仓 |
| MSTR | STRATEGY INC | $28.49万 | 0.18% | 2,283 | 2,283 | — | $28.49万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $31.27万 | 0.19% | 975 | -71 | -6.8% | -$2.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.87万 | 0.20% | 1,304 | 231 | 21.5% | $5.65万 | 加仓 |
| — | EXXON MOBIL CORP | $38.21万 | 0.24% | 2,252 | -62 | -2.7% | -$1.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $39.10万 | 0.24% | 1,493 | -489 | -24.7% | -$12.81万 | 减仓 |
| KLAC | KLA CORP | $40.25万 | 0.25% | 273 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $46.57万 | 0.29% | 5,144 | 5,144 | — | $46.57万 | 新建仓 |
| IJH | ISHARES TR | $64.44万 | 0.40% | 9,542 | -58 | -0.6% | -$3,917 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $66.30万 | 0.41% | 14,523 | 254 | 1.8% | $1.16万 | 加仓 |
| GOOG | ALPHABET INC | $73.51万 | 0.46% | 2,562 | 242 | 10.4% | $6.94万 | 加仓 |
| AGG | ISHARES TR | $76.98万 | 0.48% | 7,755 | 7,755 | — | $76.98万 | 新建仓 |
| AAPL | APPLE INC | $80.05万 | 0.50% | 3,154 | 639 | 25.4% | $16.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $90.09万 | 0.56% | 5,166 | -24 | -0.5% | -$4,186 | 减仓 |
| LLY | ELI LILLY & CO | $91.02万 | 0.56% | 990 | 11 | 1.1% | $1.01万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $92.43万 | 0.57% | 6,241 | -747 | -10.7% | -$11.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $100.63万 | 0.62% | 7,572 | 671 | 9.7% | $8.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $103.70万 | 0.64% | 2,164 | 84 | 4.0% | $4.03万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $117.39万 | 0.73% | 40,369 | 1,549 | 4.0% | $4.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $128.32万 | 0.80% | 3,466 | 332 | 10.6% | $12.29万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $143.46万 | 0.89% | 46,338 | -425 | -0.9% | -$1.32万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $149.97万 | 0.93% | 71,823 | 59,695 | 492.2% | $124.64万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $150.89万 | 0.94% | 69,174 | 6,533 | 10.4% | $14.25万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $158.25万 | 0.98% | 68,735 | -165 | -0.2% | -$3,799 | 减仓 |
| VOO | VANGUARD INDEX FDS | $180.56万 | 1.12% | 3,022 | 3,022 | — | $180.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $182.72万 | 1.13% | 6,354 | -18 | -0.3% | -$5,176 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $201.17万 | 1.25% | 27,046 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $228.20万 | 1.41% | 89,000 | 265 | 0.3% | $6,795 | 加仓 |
| AMZN | AMAZON COM INC | $234.72万 | 1.45% | 11,270 | 470 | 4.4% | $9.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $255.22万 | 1.58% | 4,422 | -14,942 | -77.2% | -$862.40万 | 减仓 |
| NOBL | PROSHARES TR | $265.74万 | 1.65% | 25,068 | -20,151 | -44.6% | -$213.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $357.43万 | 2.22% | 8,183 | -2,720 | -24.9% | -$118.81万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $386.36万 | 2.39% | 234,726 | 216,324 | 1,175.5% | $356.07万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $387.33万 | 2.40% | 231,668 | 37,920 | 19.6% | $63.40万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $389.92万 | 2.42% | 166,667 | 95,112 | 132.9% | $222.52万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $390.34万 | 2.42% | 209,188 | 32,629 | 18.5% | $60.89万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $393.03万 | 2.44% | 166,160 | 10,466 | 6.7% | $24.76万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $517.17万 | 3.21% | 253,230 | 86,839 | 52.2% | $177.35万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $520.40万 | 3.23% | 265,173 | 45,645 | 20.8% | $89.58万 | 加仓 |
| IVV | ISHARES TR | $548.30万 | 3.40% | 8,394 | 29 | 0.3% | $1.89万 | 加仓 |
| IVW | ISHARES TR | $673.85万 | 4.18% | 59,574 | -108,939 | -64.6% | -$1,232.22万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $860.19万 | 5.33% | 101,306 | 101,306 | — | $860.19万 | 新建仓 |
| IJR | ISHARES TR | $1,106.55万 | 6.86% | 89,015 | 2,906 | 3.4% | $36.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,150.51万 | 7.13% | 40,062 | 3,550 | 9.7% | $101.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,196.26万 | 7.41% | 123,709 | -4,726 | -3.7% | -$45.70万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,402.71万 | 8.69% | 34,406 | 32,439 | 1,649.2% | $1,322.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,171.43万 | 13.46% | 100,968 | 12,430 | 14.0% | $267.32万 | 加仓 |