Carolina Wealth Management Inc
GREENVILLE NC · SEC CIK 0002145383
$2.17亿2026Q2 申报市值
114持仓数
54.5%前十大占比 · 第一大 13.4%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,914.18万 | 13.41% | 861,164 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $2,883.29万 | 13.26% | 909,270 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $1,576.35万 | 7.25% | 182,999 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $998.42万 | 4.59% | 63,179 | — | — | — | — |
| VBK | VANGUARD INDEX FDS | $935.44万 | 4.30% | 25,579 | — | — | — | — |
| HEFA | ISHARES TR | $599.63万 | 2.76% | 127,784 | — | — | — | — |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $497.48万 | 2.29% | 44,071 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $489.58万 | 2.25% | 6,648 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $485.06万 | 2.23% | 13,108 | — | — | — | — |
| SLYG | SPDR SERIES TRUST | $470.92万 | 2.17% | 39,530 | — | — | — | — |
| IWY | ISHARES TR | $456.67万 | 2.10% | 15,714 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $447.84万 | 2.06% | 18,431 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $447.34万 | 2.06% | 22,357 | — | — | — | — |
| SLYV | SPDR SERIES TRUST | $386.82万 | 1.78% | 35,453 | — | — | — | — |
| SCHM | SCHWAB STRATEGIC TR | $327.24万 | 1.51% | 88,755 | — | — | — | — |
| XMMO | INVESCO EXCHANGE TRADED FD T | $306.20万 | 1.41% | 17,997 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $289.89万 | 1.33% | 5,782 | — | — | — | — |
| RWJ | INVESCO EXCH TRADED FD TR II | $287.77万 | 1.32% | 48,365 | — | — | — | — |
| GOOGL | ALPHABET INC | $266.78万 | 1.23% | 7,465 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $256.52万 | 1.18% | 31,838 | — | — | — | — |
| XSMO | INVESCO EXCHANGE TRADED FD T | $231.26万 | 1.06% | 24,700 | — | — | — | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $203.12万 | 0.93% | 2,888 | — | — | — | — |
| AAPL | APPLE INC | $171.94万 | 0.79% | 5,942 | — | — | — | — |
| VTEB | VANGUARD MUN BD FDS | $171.34万 | 0.79% | 33,876 | — | — | — | — |
| VXUS | VANGUARD STAR FDS | $170.34万 | 0.78% | 19,925 | — | — | — | — |
| AMZN | AMAZON COM INC | $168.29万 | 0.77% | 7,061 | — | — | — | — |
| XLG | INVESCO EXCHANGE TRADED FD T | $167.57万 | 0.77% | 27,367 | — | — | — | — |
| MUNI | PIMCO ETF TR | $166.66万 | 0.77% | 31,684 | — | — | — | — |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $163.52万 | 0.75% | 32,856 | — | — | — | — |
| SCHF | SCHWAB STRATEGIC TR | $162.31万 | 0.75% | 58,595 | — | — | — | — |
| MSFT | MICROSOFT CORP | $153.03万 | 0.70% | 4,103 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.69% | 2 | — | — | — | — |
| RY | ROYAL BK CDA | $140.57万 | 0.65% | 6,792 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $139.89万 | 0.64% | 11,704 | — | — | — | — |
| VDE | VANGUARD WORLD FD | $135.61万 | 0.62% | 9,033 | — | — | — | — |
| SCHA | SCHWAB STRATEGIC TR | $134.99万 | 0.62% | 37,362 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $129.96万 | 0.60% | 30,694 | — | — | — | — |
| FDVV | FIDELITY COVINGTON TRUST | $129.79万 | 0.60% | 21,528 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.79万 | 0.55% | 2,374 | — | — | — | — |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $115.73万 | 0.53% | 44,513 | — | — | — | — |
| SCHB | SCHWAB STRATEGIC TR | $115.44万 | 0.53% | 39,861 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $115.05万 | 0.53% | 9,222 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $102.29万 | 0.47% | 4,694 | — | — | — | — |
| VOE | VANGUARD INDEX FDS | $101.49万 | 0.47% | 5,136 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $98.01万 | 0.45% | 19,512 | — | — | — | — |
| IJS | ISHARES TR | $93.30万 | 0.43% | 6,826 | — | — | — | — |
| SCHZ | SCHWAB STRATEGIC TR | $86.18万 | 0.40% | 37,260 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $84.80万 | 0.39% | 11,552 | — | — | — | — |
| CPRT | COPART INC | $78.93万 | 0.36% | 28,000 | — | — | — | — |
| MINO | PIMCO ETF TR | $78.59万 | 0.36% | 17,174 | — | — | — | — |
| CLX | CLOROX CO DEL | $76.35万 | 0.35% | 8,000 | — | — | — | — |
| SPMO | INVESCO EXCH TRADED FD TR II | $74.31万 | 0.34% | 4,600 | — | — | — | — |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $71.60万 | 0.33% | 17,421 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $70.47万 | 0.32% | 1,026 | — | — | — | — |
| ADBE | ADOBE INC | $65.83万 | 0.30% | 3,211 | — | — | — | — |
| AGG | ISHARES TR | $65.50万 | 0.30% | 6,618 | — | — | — | — |
| ZTS | ZOETIS INC | $65.21万 | 0.30% | 9,074 | — | — | — | — |
| BINC | BLACKROCK ETF TRUST II | $59.11万 | 0.27% | 11,293 | — | — | — | — |
| META | META PLATFORMS INC | $57.07万 | 0.26% | 1,013 | — | — | — | — |
| MEAR | ISHARES U S ETF TR | $55.55万 | 0.26% | 11,026 | — | — | — | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $53.94万 | 0.25% | 6,440 | — | — | — | — |
| SCHO | SCHWAB STRATEGIC TR | $52.92万 | 0.24% | 21,922 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $51.26万 | 0.24% | 4,050 | — | — | — | — |
| AVGO | BROADCOM INC | $50.73万 | 0.23% | 1,343 | — | — | — | — |
| VB | VANGUARD INDEX FDS | $46.32万 | 0.21% | 1,528 | — | — | — | — |
| MCK | MCKESSON CORP | $45.64万 | 0.21% | 604 | — | — | — | — |
| BHF | BRIGHTHOUSE FINL INC | $44.53万 | 0.20% | 7,035 | — | — | — | — |
| VDC | VANGUARD WORLD FD | $43.88万 | 0.20% | 1,946 | — | — | — | — |
| EQWL | INVESCO EXCHANGE TRADED FD T | $43.21万 | 0.20% | 3,349 | — | — | — | — |
| DOC | HEALTHPEAK PROPERTIES INC | $43.03万 | 0.20% | 20,106 | — | — | — | — |
| WINN | HARBOR ETF TRUST | $43.02万 | 0.20% | 13,248 | — | — | — | — |
| FBNC | FIRST BANCORP N C | $42.10万 | 0.19% | 6,586 | — | — | — | — |
| DVY | ISHARES TR | $40.36万 | 0.19% | 2,582 | — | — | — | — |
| NFLX | NETFLIX INC. | $39.23万 | 0.18% | 5,495 | — | — | — | — |
| GOOG | ALPHABET INC | $37.47万 | 0.17% | 1,060 | — | — | — | — |
| VXF | VANGUARD INDEX FDS | $36.09万 | 0.17% | 1,466 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.15万 | 0.16% | 1,250 | — | — | — | — |
| GIS | GENERAL MILLS INC | $34.80万 | 0.16% | 10,000 | — | — | — | — |
| IVV | ISHARES TR | $33.77万 | 0.16% | 451 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $33.74万 | 0.16% | 1,328 | — | — | — | — |
| TSLA | TESLA INC | $31.71万 | 0.15% | 754 | — | — | — | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $30.31万 | 0.14% | 6,458 | — | — | — | — |
| SUB | ISHARES TR | $30.15万 | 0.14% | 2,832 | — | — | — | — |
| WMT | WALMART INC | $29.58万 | 0.14% | 2,611 | — | — | — | — |
| PFE | PFIZER INC | $28.50万 | 0.13% | 11,835 | — | — | — | — |
| MUB | ISHARES TR | $28.28万 | 0.13% | 2,628 | — | — | — | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.99万 | 0.13% | 5,680 | — | — | — | — |
| — | EXXON MOBIL CORP | $27.74万 | 0.13% | 2,029 | — | — | — | — |
| DAL | DELTA AIR LINES INC | $27.11万 | 0.12% | 2,895 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.17万 | 0.12% | 2,243 | — | — | — | — |
| SMH | VANECK ETF TRUST | $26.10万 | 0.12% | 398 | — | — | — | — |
| BNDX | VANGUARD CHARLOTTE FDS | $25.85万 | 0.12% | 5,337 | — | — | — | — |
| SGOL | ETFS GOLD TR | $25.68万 | 0.12% | 6,718 | — | — | — | — |
| SCHV | SCHWAB STRATEGIC TR | $25.62万 | 0.12% | 7,360 | — | — | — | — |
| ETN | EATON CORP PLC | $24.97万 | 0.11% | 586 | — | — | — | — |
| BHC | BAUSCH HEALTH COS INC | $24.70万 | 0.11% | 50,110 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC | $24.61万 | 0.11% | 2,289 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $24.45万 | 0.11% | 3,431 | — | — | — | — |
| LOW | LOWES COS INC | $24.31万 | 0.11% | 1,102 | — | — | — | — |
| VV | VANGUARD INDEX FDS | $24.07万 | 0.11% | 700 | — | — | — | — |