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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 61
减持 55
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
GBIL
GOLDMAN SACHS ETF TR
+$9.0M
90,531
建仓
—
PROSHARES TR
+$8.2M
474,967
减持
KO
COCA COLA CO
-$2.1M
244,482
-0%
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。
增持
CVX
CHEVRON CORP NEW
+$1.7M
92,538
+4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.5M
130,148
-31%
减持
NVDA
NVIDIA CORPORATION
-$775.0K
13,537
-8%
建仓
—
TE CONNECTIVITY LTD
+$736.0K
6,698
增持
GOOG
ALPHABET INC
-$622.0K
22,255
+1794%
建仓
NET
CLOUDFLARE INC
+$596.0K
11,926
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$587.0K
0
-100%
减持
META
META PLATFORMS INC
-$553.0K
6,366
-20%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$532.0K
0
-100%
减持
AMGN
AMGEN INC
-$532.0K
1,057
-67%
减持
HD
HOME DEPOT INC
-$528.0K
6,239
-22%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$522.0K
15,430
+133%
增持
USFR
WISDOMTREE TR
+$504.0K
20,000
+100%
建仓
ABBV
ABBVIE INC
+$504.0K
3,565
增持
DVN
DEVON ENERGY CORP NEW
+$493.0K
10,109
+172%
减持
INTC
INTEL CORP
-$486.0K
10,152
-48%
建仓
OXY
OCCIDENTAL PETE CORP
+$458.0K
7,148
增持
AAPL
APPLE INC
-$445.0K
61,986
+0%
减持
QQQ
INVESCO QQQ TR
-$437.0K
10,526
-3%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$404.0K
23,922
增持
VZ
VERIZON COMMUNICATIONS INC
-$362.0K
25,634
+1%
增持
GOOGL
ALPHABET INC
-$346.0K
16,000
+1900%
增持
IONS
IONIS PHARMACEUTICALS INC
+$333.0K
19,885
+28%
增持
XYLD
GLOBAL X FDS
-$314.0K
78,805
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$304.0K
13,217
-31%
减持
SNOW
SNOWFLAKE INC
-$293.0K
1,363
-57%
清仓
ROP
ROPER TECHNOLOGIES INC
-$289.0K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$273.0K
44,555
-9%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$271.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$269.0K
22,995
+13%
减持
IWR
ISHARES TR
-$259.0K
23,830
-9%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$254.0K
0
-100%
清仓
PFE
PFIZER INC
-$251.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$249.0K
1,600
清仓
EFA
ISHARES TR
-$240.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$236.0K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$233.0K
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$229.0K
0
-100%
增持
IWV
ISHARES TR
+$227.0K
4,132
+48%
清仓
SGOL
ABRDN GOLD ETF TRUST
-$226.0K
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$223.0K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$222.0K
0
-100%
增持
—
JPMORGAN CHASE & CO
+$220.0K
116,288
+1%
清仓
WPC
WP CAREY INC
-$220.0K
0
-100%
清仓
YUM
YUM BRANDS INC
-$218.0K
0
-100%
增持
CCI
CROWN CASTLE INC
-$215.0K
5,667
+1%
增持
V
VISA INC
-$213.0K
10,058
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$212.0K
9,662
+2%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$212.0K
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$209.0K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$206.0K
2,392
清仓
MA
MASTERCARD INCORPORATED
-$206.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$203.0K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$202.0K
1,569
清仓
—
ACCENTURE PLC IRELAND
-$202.0K
0
-100%
建仓
WCN
WASTE CONNECTIONS INC
+$201.0K
1,550
清仓
CSCO
CISCO SYS INC
-$200.0K
0
-100%
减持
IJR
ISHARES TR
-$189.0K
15,593
-8%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$184.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$175.0K
43,681
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$169.0K
34,701
-1%
增持
JNJ
JOHNSON & JOHNSON
-$168.0K
11,956
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$166.0K
4,781
-8%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$165.0K
37,694
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$161.0K
8,036
+111%
增持
TSLA
TESLA INC
+$155.0K
5,745
+287%
增持
AMT
AMERICAN TOWER CORP NEW
-$153.0K
2,262
+0%
增持
—
HANESBRANDS INC
-$149.0K
49,207
+0%
减持
ITOT
ISHARES TR
-$140.0K
6,218
-15%
增持
BX
BLACKSTONE INC
-$138.0K
11,280
+2%
增持
JPM
JPMORGAN CHASE & CO
-$134.0K
11,368
+1%
增持
CL
COLGATE PALMOLIVE CO
-$131.0K
12,578
+0%
增持
PG
PROCTER AND GAMBLE CO
-$130.0K
5,973
+0%
减持
ESGU
ISHARES TR
-$126.0K
4,191
-21%
增持
CRM
SALESFORCE INC
-$125.0K
3,722
+0%
减持
VHT
VANGUARD WORLD FDS
-$122.0K
3,429
-8%
增持
XLRE
SELECT SECTOR SPDR TR
-$119.0K
19,926
+2%
增持
ABT
ABBOTT LABS
-$114.0K
15,500
+0%
增持
AMZN
AMAZON COM INC
-$112.0K
34,034
+1%
减持
ARKW
ARK ETF TR
-$107.0K
6,454
-7%
增持
COP
CONOCOPHILLIPS
+$104.0K
3,548
+0%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$101.0K
3,662
-5%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$99.0K
3,891
-21%
减持
PMAY
INNOVATOR ETFS TR
-$98.0K
88,606
-0%
增持
IYW
ISHARES TR
-$98.0K
8,210
+0%
增持
VPU
VANGUARD WORLD FDS
-$95.0K
11,116
+3%
增持
QCOM
QUALCOMM INC
-$93.0K
3,976
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$93.0K
8,840
+26%
减持
MRVL
MARVELL TECHNOLOGY INC
-$91.0K
11,049
-1%
清仓
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$91.0K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$90.0K
106,084
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$88.0K
1,479
-1%
减持
PFXF
VANECK ETF TRUST
-$86.0K
32,439
-6%
减持
PEP
PEPSICO INC
-$85.0K
6,392
-3%
增持
QYLD
GLOBAL X FDS
-$84.0K
38,244
+0%
减持
DLS
WISDOMTREE TR
-$83.0K
5,530
-12%
减持
MOAT
VANECK ETF TRUST
-$82.0K
11,359
-1%
增持
CAG
CONAGRA BRANDS INC
-$82.0K
62,655
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$82.0K
2,408
-4%
减持
FALN
ISHARES TR
-$76.0K
24,802
-7%
减持
TTD
THE TRADE DESK INC
+$75.0K
10,994
-0%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$71.0K
6,885
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$67.0K
4,287
+1%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$66.0K
35,838
-7%
增持
AVGO
BROADCOM INC
-$65.0K
999
+1%
减持
USMV
ISHARES TR
-$65.0K
10,665
-1%
增持
CI
CIGNA CORP NEW
+$63.0K
2,598
+3%
减持
—
NUVEEN PFD & INCOME SECS FD
-$62.0K
10,238
-42%
减持
—
EXXON MOBIL CORP
+$59.0K
11,492
-7%
增持
PCAR
PACCAR INC
+$56.0K
8,228
+0%
减持
NFLX
NETFLIX INC
+$55.0K
2,413
-1%
减持
VCR
VANGUARD WORLD FDS
-$55.0K
1,862
-7%
增持
—
ACTIVISION BLIZZARD INC
-$54.0K
10,801
+0%
增持
SCHP
SCHWAB STRATEGIC TR
-$54.0K
23,191
+2%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$53.0K
3,121
-7%
减持
TIP
ISHARES TR
-$52.0K
5,028
-2%
减持
COST
COSTCO WHSL CORP NEW
-$51.0K
1,550
-2%
减持
MCD
MCDONALDS CORP
-$51.0K
2,926
-1%
减持
OIH
VANECK ETF TRUST
+$50.0K
3,939
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$50.0K
1,896
-2%
增持
MMM
3M CO
-$49.0K
2,328
+0%
减持
SRE
SEMPRA
-$49.0K
2,087
-13%
减持
XRT
SPDR SER TR
-$48.0K
6,152
-7%
增持
NKE
NIKE INC
-$46.0K
2,287
+0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$44.0K
16,788
+2%
增持
NOBL
PROSHARES TR
-$43.0K
8,443
+0%
减持
LOW
LOWES COS INC
+$42.0K
2,952
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$42.0K
2,884
+10%
减持
NEE
NEXTERA ENERGY INC
-$42.0K
7,822
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$41.0K
7,616
+1%
增持
IYG
ISHARES TR
-$41.0K
3,587
+0%
增持
DIV
GLOBAL X FDS
-$40.0K
33,765
+3%
减持
GII
SPDR INDEX SHS FDS
-$40.0K
6,360
-1%
增持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$38.0K
25,203
+0%
增持
RA
BROOKFIELD REAL ASSETS INCOM
-$36.0K
19,438
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$32.0K
5,820
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$31.0K
8,654
-2%
减持
WMT
WALMART INC
+$31.0K
5,109
-1%
增持
PFFD
GLOBAL X FDS
-$30.0K
52,310
+4%
增持
CVS
CVS HEALTH CORP
-$29.0K
6,075
+0%
减持
ALL
ALLSTATE CORP
-$29.0K
4,518
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$28.0K
2,918
+0%
增持
DGRO
ISHARES TR
-$28.0K
7,952
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$27.0K
20,915
+5%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$24.0K
3,980
-7%
增持
MO
ALTRIA GROUP INC
+$24.0K
9,435
+0%
增持
RIO
RIO TINTO PLC
-$23.0K
7,034
+0%
