Coastline Complete Wealth LLC
CIK 2112134 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $161.4M
- 持仓
- 55
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 7154（共 9443） · 前 75.8%
投资组合价值同比（季度）：+1.6% 13F不披露现金
- 前十大持仓权重
- 62.89%
- 前二十五大持仓权重
- 88.68%
- 持仓高于 1%
- 23
- 有效持仓数量
- 18.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 20.83% 估计买入 $42206647 · 卖出 $33339618
- 新仓位
- 9
- 增加
- 27
- 减少
- 16
- 已结清
- 4
本页内容
行业细分
Technology
2.4%
Communication Services
1.8%
Retail
1.5%
Consumer Discretionary
1.2%
Healthcare
0.8%
Energy
0.2%
Telecommunication
0.2%
Financials
0.2%
Industrials
0.1%
Consumer Staples
0.1%
Financial Services
0.1%
其他/未映射
91.4%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VIG | $21714264 | 13.46% | 100968 | $2255404 | 上涨 ×1 | ||
| VOOG | $14027129 | 8.69% | 34406 | $13152502 | 上涨 ×1 | ||
| MOAT | $11962615 | 7.41% | 123709 | $-1338158 | 下跌 ×1 | ||
| VO | $11505051 | 7.13% | 40062 | $908579 | 上涨 ×1 | ||
| IJR | $11065514 | 6.86% | 89015 | $716930 | 上涨 ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $8601904 | 5.33% | 101306 | 上涨 ×1 | |||
| IVW | $6738471 | 4.18% | 59574 | $-14032394 | 下跌 ×1 | ||
| IVV | $5483045 | 3.40% | 8394 | $-246646 | 上涨 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $5204016 | 3.23% | 265173 | $870537 | 上涨 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $5171715 | 3.21% | 253230 | $1744056 | 上涨 ×1 | ||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $3930339 | 2.44% | 166160 | $245831 | 上涨 ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3903446 | 2.42% | 209188 | $577951 | 上涨 ×1 | ||
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | $3899184 | 2.42% | 166667 | $2217644 | 上涨 ×1 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3873263 | 2.40% | 231668 | $595050 | 上涨 ×1 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3863590 | 2.39% | 234726 | $3556361 | 上涨 ×1 | ||
| VUG | $3574309 | 2.22% | 8183 | $-1744701 | 下跌 ×1 | ||
| NOBL | $2657448 | 1.65% | 25068 | $-2048498 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2552222 | 1.58% | 4422 | $-9343456 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2347203 | 1.45% | 11270 | $-145653 | 上涨 ×1 | ||
| SCHX | $2281960 | 1.41% | 89000 | $-105905 | 上涨 ×1 | ||
| PLNT Planet Fitness, Inc. Common Stock | $2011681 | 1.25% | 27046 | $-803537 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1827162 | 1.13% | 6354 | $-167122 | 下跌 ×1 | ||
| VOO | $1805575 | 1.12% | 3022 | 上涨 ×1 | |||
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | $1582483 | 0.98% | 68735 | $-12563 | 下跌 ×1 | ||
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | $1508897 | 0.94% | 69174 | $129225 | 上涨 ×1 | ||
| BSMV Invesco BulletShares 2031 Municipal Bond ETF | $1499660 | 0.93% | 71823 | $1243338 | 上涨 ×1 | ||
| SCHM | $1434639 | 0.89% | 46338 | $28468 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1283184 | 0.80% | 3466 | $-232296 | 上涨 ×1 | ||
| SCHA | $1173929 | 0.73% | 40369 | $68326 | 上涨 ×1 | ||
| BRKB | $1036989 | 0.64% | 2164 | $-8523 | 上涨 ×1 | ||
| XLK XLK | $1006261 | 0.62% | 7572 | $12795 | 上涨 ×1 | ||
| VYM | $924303 | 0.57% | 6241 | $-78625 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $910207 | 0.56% | 990 | $-141860 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $900950 | 0.56% | 5166 | $-66923 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $800540 | 0.50% | 3154 | $116859 | 上涨 ×1 | ||
| AGG | $769798 | 0.48% | 7755 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $735056 | 0.46% | 2562 | $6994 | 上涨 ×1 | ||
| SPDW | $662975 | 0.41% | 14523 | $29276 | 上涨 ×1 | ||
| IJH | $644397 | 0.40% | 9542 | $10774 | 下跌 ×1 | ||
| IEFA | $465686 | 0.29% | 5144 | 上涨 ×1 | |||
| KLAC KLA Corporation - Common Stock | $402472 | 0.25% | 273 | $70755 | |||
| VB | $391009 | 0.24% | 1493 | $-120363 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $382087 | 0.24% | 2252 | $103620 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $318727 | 0.20% | 1304 | $96687 | 上涨 ×1 | ||
| VTI | $312736 | 0.19% | 975 | $-37943 | 下跌 ×1 | ||
| MSTR Strategy Inc - Class A Common Stock | $284918 | 0.18% | 2283 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $278594 | 0.17% | 5550 | $62612 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $259258 | 0.16% | 881 | 上涨 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $240382 | 0.15% | 838 | $-410 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $233474 | 0.14% | 3070 | 上涨 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $224065 | 0.14% | 5832 | $-124130 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $223933 | 0.14% | 2329 | 上涨 ×1 | |||
| V Visa Inc. | $204141 | 0.13% | 675 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $202369 | 0.13% | 835 | $-48817 | 下跌 ×1 | ||
| CCO Clear Channel Outdoor Holdings, Inc. Common Stock | $59250 | 0.04% | 25000 | $4000 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVW | 削减 | -109K | -$14.0M |
| QQQ | 削减 | -15K | -$9.3M |
| VIG | 增持 | +12K | +$2.3M |
| BSMS | 增持 | +95K | +$2.2M |
| NOBL | 削减 | -20K | -$2.0M |
| VUG | 削减 | -3K | -$1.7M |
| BSCS | 增持 | +87K | +$1.7M |
| MOAT | 削减 | -5K | -$1.3M |
| VO | 增持 | +4K | +$909K |
| BSCR | 增持 | +46K | +$871K |
3 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。