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Castle Rock Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Castle Rock Wealth Management, LLC
报告期 2026-03-31 · CIK 0001727605
持仓数
262
前50大市值合计
$286.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 34
减持 56
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.6M
25,287
-18%
清仓
ARKK
ARK ETF TR
-$3.1M
0
-100%
减持
IHI
ISHARES TR
-$2.4M
10,731
-77%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.4M
111,746
-27%
减持
MOAT
VANECK ETF TRUST
-$2.1M
11,623
-69%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$2.1M
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.0M
0
-100%
清仓
FRTY
THE ALGER ETF TRUST
-$2.0M
0
-100%
清仓
ATFV
THE ALGER ETF TRUST
-$1.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.7M
17,691
-14%
减持
NET
CLOUDFLARE INC
-$1.7M
10,464
-15%
减持
FSK
FS KKR CAP CORP
-$1.5M
136,637
-33%
建仓
CI
CIGNA CORP NEW
+$1.5M
6,186
建仓
ALL
ALLSTATE CORP
+$1.5M
12,147
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.4M
206,906
-20%
建仓
SWK
STANLEY BLACK & DECKER INC
+$1.2M
7,036
清仓
DOCU
DOCUSIGN INC
-$1.2M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
0
-100%
增持
INTC
INTEL CORP
+$1.1M
27,505
+378%
减持
AMZN
AMAZON COM INC
-$1.1M
1,551
-2%
清仓
SQ
SQUARE INC
-$1.1M
0
-100%
减持
—
DRAFTKINGS INC
-$1.0M
14,628
-50%
减持
CWB
SPDR SER TR
-$1.0M
8,397
-54%
建仓
SRLN
SSGA ACTIVE ETF TR
+$984.0K
21,518
减持
LQD
ISHARES TR
-$957.0K
4,879
-59%
清仓
FCVT
FIRST TR EXCHANGE-TRADED FD
-$952.0K
0
-100%
减持
DXCM
DEXCOM INC
-$946.0K
2,178
-26%
减持
AMD
ADVANCED MICRO DEVICES INC
-$899.0K
15,503
-15%
建仓
—
INPHI CORP
+$893.0K
12,304
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$883.0K
41,946
增持
TSLA
TESLA INC
+$865.0K
2,534
+93%
减持
RIO
RIO TINTO PLC
-$860.0K
6,906
-69%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$857.0K
1,970
-29%
减持
PANW
PALO ALTO NETWORKS INC
-$854.0K
1,504
-51%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$849.0K
0
-100%
建仓
URI
UNITED RENTALS INC
+$846.0K
2,848
建仓
PAVE
GLOBAL X FDS
+$838.0K
32,031
清仓
—
ACTIVISION BLIZZARD INC
-$837.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$824.0K
21,563
建仓
XLI
SELECT SECTOR SPDR TR
+$792.0K
7,822
减持
TTD
THE TRADE DESK INC
-$780.0K
8,355
-42%
减持
BX
BLACKSTONE INC
-$762.0K
21,581
-2%
清仓
LOUP
INNOVATOR ETFS TR
-$726.0K
0
-100%
建仓
IYH
ISHARES TR
+$721.0K
2,640
减持
NOW
SERVICENOW INC
-$710.0K
1,066
-41%
减持
GOOG
ALPHABET INC
-$698.0K
858
-13%
建仓
DIV
GLOBAL X FDS
+$680.0K
32,966
减持
PYPL
PAYPAL HLDGS INC
-$660.0K
6,169
-15%
减持
CRM
SALESFORCE COM INC
-$659.0K
3,657
-22%
清仓
MRNA
MODERNA INC
-$620.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$601.0K
0
-100%
减持
FINX
GLOBAL X FDS
-$588.0K
16,252
-24%
减持
RBLX
ROBLOX CORP
-$566.0K
7,568
-46%
清仓
ABNB
AIRBNB INC
-$562.0K
0
-100%
清仓
USXF
ISHARES TR
-$553.0K
0
-100%
减持
AAPL
APPLE INC
+$549.0K
58,949
-2%
减持
AXON
AXON ENTERPRISE INC
-$536.0K
3,825
-35%
减持
CHWY
CHEWY INC
-$524.0K
13,150
-3%
建仓
PDEC
INNOVATOR ETFS TR
+$521.0K
17,005
减持
ESGU
ISHARES TR
-$508.0K
8,627
-32%
建仓
FDX
FEDEX CORP
+$506.0K
2,064
减持
COST
COSTCO WHSL CORP NEW
-$501.0K
6,231
-10%
减持
LULU
LULULEMON ATHLETICA INC
-$500.0K
1,172
-37%
减持
QCOM
QUALCOMM INC
-$497.0K
8,770
-25%
增持
ARKW
ARK ETF TR
-$475.0K
7,103
+1%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$445.0K
51,354
+164%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$442.0K
14,446
+60%
减持
CVX
CHEVRON CORP NEW
+$431.0K
53,946
-3%
清仓
GMF
SPDR INDEX SHS FDS
-$422.0K
0
-100%
清仓
ESGD
ISHARES TR
-$396.0K
0
-100%
增持
HD
HOME DEPOT INC
+$375.0K
10,251
+17%
建仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$372.0K
25,191
增持
TAN
INVESCO EXCH TRADED FD TR II
-$361.0K
11,119
+0%
增持
WFC
WELLS FARGO CO NEW
+$359.0K
19,135
+46%
清仓
ESML
ISHARES TR
-$355.0K
0
-100%
减持
U
UNITY SOFTWARE INC
-$351.0K
6,056
-1%
清仓
NFLX
NETFLIX INC
-$331.0K
0
-100%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$331.0K
22,692
建仓
RA
BROOKFIELD REAL ASSETS INCOM
+$320.0K
15,836
减持
IWM
ISHARES TR
-$315.0K
3,943
-12%
增持
UDEC
INNOVATOR ETFS TR
+$312.0K
45,917
+31%
增持
QQQ
INVESCO QQQ TR
-$308.0K
9,557
+4%
增持
TGT
TARGET CORP
-$300.0K
9,465
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$292.0K
21,685
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$289.0K
8,047
-40%
建仓
XLE
SELECT SECTOR SPDR TR
+$284.0K
4,551
增持
AMRC
AMERESCO INC
-$281.0K
6,063
+0%
减持
XYLD
GLOBAL X FDS
-$263.0K
114,151
-0%
增持
TREX
TREX CO INC
-$262.0K
12,668
+2%
增持
ENPH
ENPHASE ENERGY INC
-$260.0K
2,279
+1%
清仓
EUSB
ISHARES TR
-$251.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$248.0K
1,727
-30%
清仓
DMXF
ISHARES TR
-$245.0K
0
-100%
清仓
EMB
ISHARES TR
-$240.0K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$239.0K
5,098
+68%
清仓
FLRN
SPDR SER TR
-$239.0K
0
-100%
清仓
ARKG
ARK ETF TR
-$234.0K
0
-100%
清仓
FLNA
CASSAVA SCIENCES INC
-$232.0K
0
-100%
清仓
INTU
INTUIT
-$226.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$217.0K
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$213.0K
4,757
-8%
减持
MEDP
MEDPACE HLDGS INC
-$213.0K
2,053
-16%
清仓
VEEV
VEEVA SYS INC
-$211.0K
0
-100%
清仓
WCN
WASTE CONNECTIONS INC
-$209.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$208.0K
0
-100%
清仓
—
EATON CORP PLC
-$208.0K
0
-100%
建仓
ITM
VANECK ETF TRUST
+$207.0K
4,100
建仓
GLD
SPDR GOLD TR
+$206.0K
1,205
清仓
IGM
ISHARES TR
-$205.0K
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$202.0K
4,477
建仓
—
STAR BULK CARRIERS CORP.
+$201.0K
9,980
清仓
PNOV
INNOVATOR ETFS TR
-$201.0K
0
-100%
建仓
GAIN
GLADSTONE INVT CORP
+$200.0K
13,710
增持
IJR
ISHARES TR
-$196.0K
19,183
+5%
增持
—
JPMORGAN CHASE & CO
+$193.0K
116,216
+12%
增持
CAG
CONAGRA BRANDS INC
+$185.0K
62,735
+0%
增持
V
VISA INC
-$180.0K
12,552
+0%
减持
BETZ
LISTED FD TR
-$172.0K
16,550
-7%
增持
AMGN
AMGEN INC
+$169.0K
7,468
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$165.0K
3,432
-1%
增持
NEAR
ISHARES U S ETF TR
+$164.0K
18,402
+22%
增持
IWR
ISHARES TR
-$163.0K
27,830
+5%
增持
SPG
SIMON PPTY GROUP INC NEW
-$160.0K
10,115
+3%
减持
VXF
VANGUARD INDEX FDS
-$157.0K
2,318
-12%
增持
JPM
JPMORGAN CHASE & CO
-$148.0K
6,174
+0%
减持
MCD
MCDONALDS CORP
-$145.0K
2,538
-19%
增持
CXM
SPRINKLR INC
-$141.0K
18,599
+0%
增持
XRT
SPDR SER TR
-$140.0K
6,928
+4%
增持
PEP
PEPSICO INC
+$135.0K
6,608
+6%
增持
PFXF
VANECK ETF TRUST
+$126.0K
36,359
+25%
增持
QYLD
GLOBAL X FDS
-$121.0K
111,558
+6%
减持
LOW
LOWES COS INC
-$118.0K
6,797
-3%
清仓
CCIF
VERTICAL CAP INCOME FD
-$112.0K
0
-100%
减持
IBB
ISHARES TR
-$106.0K
2,342
-9%
建仓
—
MATTERPORT INC
+$105.0K
10,131
减持
AVGO
BROADCOM INC
-$104.0K
2,585
-3%
减持
ITOT
ISHARES TR
-$104.0K
7,577
-4%
增持
JNJ
JOHNSON & JOHNSON
+$103.0K
12,855
+4%
增持
—
HANESBRANDS INC
-$101.0K
48,937
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$100.0K
3,135
-3%
减持
PMAY
INNOVATOR ETFS TR
-$98.0K
90,593
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$97.0K
13,773
+2%
增持
GOOGL
ALPHABET INC
-$96.0K
281
+1%
减持
—
LUMINAR TECHNOLOGIES INC
-$96.0K
18,193
-6%
建仓
GPRO
GOPRO INC
+$96.0K
11,000
减持
CGW
INVESCO EXCH TRADED FD TR II
-$95.0K
9,455
-6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$93.0K
9,197
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$90.0K
8,556
+10%
减持
DLS
WISDOMTREE TR
-$87.0K
7,900
-8%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$86.0K
15,920
-11%
