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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 16
增持 32
减持 59
清仓 43
方向
标的
Δ市值
现股数(环比)
增持
KO
COCA COLA CO
+$14.9M
244,624
+3153%
增持
CVX
CHEVRON CORP NEW
+$4.5M
89,353
+84%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.7M
48,710
-59%
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
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$3.2M
188,711
-31%
减持
XLE
SELECT SECTOR SPDR TR
-$2.0M
19,075
-54%
建仓
HSY
HERSHEY CO
+$1.9M
8,860
减持
OIH
VANECK ETF TRUST
-$1.7M
4,027
-53%
增持
AMZN
AMAZON COM INC
-$1.5M
33,791
+1870%
减持
AAPL
APPLE INC
-$1.4M
61,903
-0%
清仓
XLF
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
1,576
-55%
建仓
PJUN
INNOVATOR ETFS TR
+$1.3M
43,489
清仓
XLI
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
清仓
IYH
ISHARES TR
-$1.3M
0
-100%
减持
XYLD
GLOBAL X FDS
-$1.2M
77,301
-15%
增持
MSFT
MICROSOFT CORP
+$1.1M
20,320
+34%
清仓
PSTP
INNOVATOR ETFS TR
-$1.0M
0
-100%
减持
FSK
FS KKR CAP CORP
-$942.0K
45,820
-44%
减持
TGT
TARGET CORP
-$876.0K
2,885
-46%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$860.0K
34,929
-23%
减持
SPY
SPDR S&P 500 ETF TR
-$858.0K
9,433
-7%
建仓
—
ACTIVISION BLIZZARD INC
+$848.0K
10,793
增持
—
EXXON MOBIL CORP
+$847.0K
12,421
+397%
减持
QYLD
GLOBAL X FDS
-$746.0K
38,068
-45%
增持
NVDA
NVIDIA CORPORATION
-$743.0K
14,773
+6%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$729.0K
5,181
清仓
IWO
ISHARES TR
-$725.0K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$716.0K
0
-100%
建仓
IYW
ISHARES TR
+$690.0K
8,181
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$688.0K
0
-100%
减持
CEFS
EXCHANGE LISTED FDS TR
-$684.0K
12,431
-73%
减持
AMD
ADVANCED MICRO DEVICES INC
-$629.0K
3,813
-60%
减持
TSLA
TESLA INC
-$604.0K
1,485
-10%
增持
JPM
JPMORGAN CHASE & CO
+$540.0K
11,274
+96%
清仓
DXCM
DEXCOM INC
-$536.0K
0
-100%
清仓
BA
BOEING CO
-$520.0K
0
-100%
增持
META
META PLATFORMS INC
+$518.0K
7,960
+101%
建仓
SNOW
SNOWFLAKE INC
+$502.0K
3,156
减持
PANW
PALO ALTO NETWORKS INC
-$498.0K
442
-62%
减持
—
JPMORGAN CHASE & CO
-$485.0K
114,757
-6%
清仓
LULU
LULULEMON ATHLETICA INC
-$480.0K
0
-100%
清仓
IHI
ISHARES TR
-$474.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$462.0K
2,441
清仓
SWK
STANLEY BLACK & DECKER INC
-$439.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$438.0K
651
-59%
清仓
URI
UNITED RENTALS INC
-$427.0K
0
-100%
减持
WMT
WALMART INC
-$407.0K
5,160
-23%
清仓
NOW
SERVICENOW INC
-$406.0K
0
-100%
建仓
MCK
MCKESSON CORP
+$405.0K
1,261
清仓
PYPL
PAYPAL HLDGS INC
-$403.0K
0
-100%
减持
IJR
ISHARES TR
-$389.0K
16,899
-9%
减持
IWR
ISHARES TR
-$389.0K
26,279
-5%
减持
BX
BLACKSTONE INC
-$381.0K
11,078
-11%
清仓
MAR
MARRIOTT INTL INC NEW
-$371.0K
0
-100%
清仓
U
UNITY SOFTWARE INC
-$370.0K
0
-100%
清仓
IWM
ISHARES TR
-$352.0K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$337.0K
102,203
+0%
清仓
AXON
AXON ENTERPRISE INC
-$331.0K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$323.0K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$302.0K
2,502
-20%
建仓
MMM
3M CO
+$302.0K
2,325
清仓
PH
PARKER-HANNIFIN CORP
-$288.0K
0
-100%
减持
HD
HOME DEPOT INC
-$285.0K
8,003
-4%
减持
IWV
ISHARES TR
-$284.0K
2,801
-21%
增持
JNJ
JOHNSON & JOHNSON
+$278.0K
11,842
+18%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$278.0K
4,903
-44%
建仓
TXN
TEXAS INSTRS INC
+$271.0K
1,755
清仓
BETZ
LISTED FD TR
-$265.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$264.0K
0
-100%
减持
ESGU
ISHARES TR
-$261.0K
5,295
-27%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$259.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$250.0K
800
+26%
清仓
IBB
ISHARES TR
-$243.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$239.0K
0
-100%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$239.0K
38,734
-5%
建仓
KMB
KIMBERLY-CLARK CORP
+$236.0K
1,740
建仓
EMN
EASTMAN CHEM CO
+$233.0K
2,564
清仓
QRVO
QORVO INC
-$231.0K
0
-100%
建仓
T
AT&T INC
+$230.0K
10,844
清仓
VOT
VANGUARD INDEX FDS
-$226.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$226.0K
3,696
+48%
清仓
—
LUMINAR TECHNOLOGIES INC
-$224.0K
0
-100%
减持
ITOT
ISHARES TR
-$222.0K
7,341
-15%
建仓
WPC
WP CAREY INC
+$220.0K
2,715
清仓
FCX
FREEPORT-MCMORAN INC
-$217.0K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$216.0K
0
-100%
清仓
KJAN
INNOVATOR ETFS TR
-$214.0K
0
-100%
清仓
WCN
WASTE CONNECTIONS INC
-$214.0K
0
-100%
清仓
EFV
ISHARES TR
-$208.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$207.0K
725
-43%
建仓
ROK
ROCKWELL AUTOMATION INC
+$206.0K
1,015
清仓
PGR
PROGRESSIVE CORP
-$205.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$205.0K
0
-100%
清仓
AMRC
AMERESCO INC
-$205.0K
0
-100%
清仓
IUSG
ISHARES TR
-$204.0K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$204.0K
0
-100%
清仓
CODI
COMPASS DIVERSIFIED
-$203.0K
0
-100%
清仓
SRVR
PACER FDS TR
-$203.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$202.0K
4,260
-15%
清仓
SHEL
SHELL PLC
-$201.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$200.0K
3,720
清仓
CXM
SPRINKLR INC
-$197.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$195.0K
634
-43%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$194.0K
1,497
-16%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$191.0K
3,862
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$189.0K
25,298
-8%
增持
TTD
THE TRADE DESK INC
+$186.0K
11,026
+133%
增持
—
HANESBRANDS INC
-$186.0K
48,976
+0%
减持
PAVE
GLOBAL X FDS
-$183.0K
30,656
-3%
减持
ARKW
ARK ETF TR
-$175.0K
6,919
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$169.0K
22,647
-7%
减持
DLS
WISDOMTREE TR
-$167.0K
6,300
-20%
减持
VPU
VANGUARD WORLD FDS
-$161.0K
10,752
-1%
减持
VCR
VANGUARD WORLD FDS
-$154.0K
2,005
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
+$152.0K
11,126
+94%
增持
ABT
ABBOTT LABS
-$152.0K
15,441
+1%
增持
WFC
WELLS FARGO CO NEW
-$151.0K
19,176
+0%
减持
RIO
RIO TINTO PLC
-$149.0K
7,021
-0%
增持
XLRE
SELECT SECTOR SPDR TR
-$147.0K
19,462
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$146.0K
718
-24%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$137.0K
12,679
-39%
减持
XRT
SPDR SER TR
-$136.0K
6,629
-4%
减持
WM
WASTE MGMT INC DEL
-$134.0K
5,023
-12%
减持
F
FORD MTR CO DEL
-$131.0K
17,842
-15%
增持
MO
ALTRIA GROUP INC
-$126.0K
9,425
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$126.0K
20,008
-6%
增持
ED
CONSOLIDATED EDISON INC
+$126.0K
8,705
+26%
减持
HON
HONEYWELL INTL INC
-$124.0K
1,408
-25%
增持
SPG
SIMON PPTY GROUP INC NEW
-$123.0K
4,854
+7%
增持
TRV
TRAVELERS COMPANIES INC
+$121.0K
2,234
+53%
减持
PFFD
GLOBAL X FDS
-$120.0K
50,106
-7%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$112.0K
11,165
-16%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$108.0K
7,566
+11%
减持
PEP
PEPSICO INC
-$108.0K
6,597
-7%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$105.0K
3,360
-5%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$103.0K
5,626
+2%
增持
PG
PROCTER AND GAMBLE CO
+$101.0K
5,969
+23%
增持
AVGO
BROADCOM INC
-$94.0K
992
+1%
增持
MRK
MERCK & CO INC
+$93.0K
4,269
+21%
减持
MOAT
VANECK ETF TRUST
-$90.0K
11,457
-0%
增持
QQQ
INVESCO QQQ TR
-$88.0K
10,858
+14%
减持
VHT
VANGUARD WORLD FDS
-$87.0K
3,709
-3%
减持
BAC
BK OF AMERICA CORP
-$87.0K
10,935
-1%
增持
NEE
NEXTERA ENERGY INC
+$87.0K
7,927
+18%
增持
CRM
SALESFORCE INC
+$86.0K
3,712
+25%
增持
IYG
ISHARES TR
-$85.0K
3,584
+0%
减持
FALN
ISHARES TR
-$84.0K
26,707
-4%
减持
CWB
SPDR SER TR
-$83.0K
8,180
-1%
增持
NOBL
PROSHARES TR
-$82.0K
8,421
+0%
减持
PFXF
VANECK ETF TRUST
-$80.0K
34,459
-4%
