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Carolina Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Carolina Wealth Advisors, LLC

No.6312 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.55亿
环比变动 Q1 2026
+$1,500.7万+6.2%
持仓股票数
278
新买入
19
加仓
62
减仓
72
清仓
18
持股不变
125
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
7.11%7.39%$1,814.0万58.0万股$1,773.5万56.4万股+1.5万股+2.71%加仓
BBNY MELLON ETF TRUST US LRG CP COREBKLC
6.64%5.85%$1,694.1万11.8万股$1,404.9万11.3万股+5,580股+4.96%加仓
BBNY MELLON CORE BOND ETFBKAG
5.05%5.29%$1,287.8万30.7万股$1,271.1万30.1万股+5,776股+1.92%加仓
S嘉信·USSCHP
4.91%5.17%$1,253.1万47.3万股$1,240.9万46.6万股+6,530股+1.40%加仓
S道富SPHY
3.88%4.03%$990.5万42.3万股$968.9万41.5万股+7,091股+1.71%加仓
思科CSCO
2.89%2.04%$738.4万6.3万股$490.3万6.3万股-333股-0.53%减仓
IINVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZ
2.35%2.46%$599.5万29.3万股$590.3万28.8万股+5,156股+1.79%加仓
F富达Covington信托FESM
2.07%1.73%$528.1万10.9万股$415.9万10.9万股-83股-0.08%减仓
德州仪器TXN
2.02%0.89%$516.1万1.7万股$212.9万1.1万股+6,349股+57.89%加仓
可口可乐KO
1.91%1.91%$486.2万6.0万股$457.5万6.0万股-341股-0.57%减仓
ALTRIAMO
1.87%1.83%$477.6万6.6万股$439.5万6.7万股-234股-0.35%减仓
艾伯维ABBV
1.85%1.01%$471.6万1.9万股$241.7万1.1万股+7,626股+68.61%加仓
AMGEN COMAMGN
1.85%1.91%$471.1万1.3万股$459.8万1.3万股-57股-0.44%减仓
南方铜业SCCO
1.83%1.95%$467.1万2.7万股$467.2万2.7万股-348股-1.28%减仓
PHILIP MORRIS INTLPM
1.76%1.71%$448.4万2.5万股$411.8万2.5万股-120股-0.48%减仓
S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY
1.7%1.73%$434.4万13.7万股$414.3万13.1万股+6,038股+4.61%加仓
SSPDR行业精选信托XLP
1.69%1.64%$431.1万5.2万股$394.5万4.8万股+3,766股+7.83%加仓
Targa资源TRGP
1.67%1.68%$425.0万1.6万股$403.9万1.6万股-257股-1.60%减仓
默沙东MRK
1.62%2.41%$413.4万3.2万股$578.9万4.8万股-1.6万股-33.15%减仓
泛林集团LRCX
1.48%1.01%$378.7万8,739股$243.1万1.1万股-2,641股-23.21%减仓
百时美施贵宝BMY
1.27%1.44%$324.5万5.6万股$346.8万5.7万股-870股-1.52%减仓
SSANDISK COMSNDK
1.19%0.01%$304.7万1,340股$1.3万20股+1,320股+6,600.00%加仓
FFRONTLINE PLC COM USD1FRO
1.18%0.11%$301.2万8.7万股$27.2万7,808股+7.9万股+1,008.77%加仓
联合太平洋铁路UNP
1.17%1.12%$298.1万1.1万股$270.1万1.1万股-174股-1.56%减仓
SSCOTTS MIRACLE-GROSMG
1.15%1.11%$294.7万4.3万股$267.2万4.4万股-670股-1.53%减仓
高露洁CL
1.14%1.15%$291.6万3.2万股$275.5万3.2万股-509股-1.57%减仓
威瑞森VZ
1.14%1.45%$289.8万6.8万股$347.7万6.9万股-832股-1.20%减仓
BP SPONSORED ADRBP
1.13%1.56%$289.3万7.8万股$374.1万8.0万股-1,293股-1.62%减仓
PRICE T ROWE COMTROW
1.06%0.9%$269.6万2.4万股$216.2万2.4万股-270股-1.13%减仓
BBEST BUYBBY
1.05%0.96%$268.8万3.5万股$230.4万3.6万股-468股-1.30%减仓
HHASBROHAS
1.01%1.24%$257.9万3.1万股$296.9万3.2万股-500股-1.58%减仓
英伟达NVDA
1.01%0.93%$256.7万1.3万股$223.5万1.3万股+13股+0.10%加仓
诺和诺德NVO
0.98%0.81%$250.0万5.2万股$194.8万5.3万股-847股-1.60%减仓
IIBMIBM
0.98%0.89%$249.0万8,853股$212.6万8,769股+84股+0.96%加仓
百事可乐PEP
0.97%1.2%$248.3万1.8万股$288.8万1.9万股-256股-1.38%减仓
ILLINOIS TOOLITW
0.94%0.98%$240.2万8,881股$234.9万9,024股-143股-1.58%减仓
宝洁PG
0.94%0.99%$238.9万1.6万股$238.9万1.7万股-248股-1.50%减仓
美敦力MDT
0.91%1.09%$233.1万3.0万股$262.8万3.0万股-528股-1.74%减仓
UUNILEVER SPON ADR NEWUL
0.88%0.91%$225.5万3.8万股$217.5万3.8万股-663股-1.74%减仓
BBLOCK H & RHRB
0.88%0.68%$223.3万5.9万股$162.8万5.1万股+7,326股+14.28%加仓
强生JNJ
0.87%0.88%$221.7万8,728股$210.5万8,613股+115股+1.34%加仓
达登饭店DRI
0.87%0.89%$220.9万1.1万股$212.6万1.1万股-125股-1.15%减仓
BBATH & BODYBBWI
0.84%0.73%$214.8万9.3万股$175.8万9.4万股-1,262股-1.34%减仓
金佰利KMB
0.84%0.8%$214.4万2.0万股$190.9万2.0万股-258股-1.30%减仓
礼来LLY
0.81%0.65%$206.8万1,724股$156.3万1,699股+25股+1.47%加仓
洛克希德马丁LMT
0.81%1.03%$206.1万4,046股$247.6万4,097股-51股-1.24%减仓
惠普HPQ
0.79%0.75%$202.7万9.2万股$179.5万9.3万股-1,056股-1.13%减仓
TapestryTPR
0.79%1.16%$202.4万1.4万股$278.6万2.0万股-5,917股-29.96%减仓
美光科技MU
0.79%0.01%$201.5万1,746股$2.8万84股+1,662股+1,978.57%加仓
麦当劳MCD
0.79%0.98%$201.3万7,446股$234.4万7,543股-97股-1.29%减仓

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