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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 36
增持 55
减持 43
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
—
PROSHARES TR
-$8.2M
0
-100%
减持
CVX
CHEVRON CORP NEW
+$2.8M
92,420
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
47,906
+442%
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
KO
COCA COLA CO
+$1.5M
244,485
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
12,102
+25%
建仓
LMT
LOCKHEED MARTIN CORP
+$1.2M
2,626
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
52,581
+52%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.1M
34,211
+122%
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.1M
2,478
清仓
USFR
WISDOMTREE TR
-$1.0M
0
-100%
增持
QYLD
GLOBAL X FDS
+$968.1K
92,750
+143%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$955.0K
22,117
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$939.6K
23,310
建仓
PNOV
INNOVATOR ETFS TR
+$907.0K
28,849
增持
XLE
SELECT SECTOR SPDR TR
+$865.9K
20,577
+56%
增持
IWV
ISHARES TR
+$807.7K
7,105
+72%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$684.6K
5,890
+275%
建仓
PJAN
INNOVATOR ETFS TR
+$667.5K
20,325
减持
AMZN
AMAZON COM INC
-$666.0K
31,778
-7%
建仓
SLYV
SPDR SER TR
+$654.2K
8,063
增持
GBIL
GOLDMAN SACHS ETF TR
+$620.7K
96,556
+7%
建仓
MRNA
MODERNA INC
+$614.3K
3,179
建仓
ITA
ISHARES TR
+$612.7K
5,392
增持
IYW
ISHARES TR
+$598.5K
14,393
+75%
清仓
NET
CLOUDFLARE INC
-$596.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$584.6K
4,975
+279%
清仓
TTD
THE TRADE DESK INC
-$577.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$534.4K
12,095
+6%
清仓
CRM
SALESFORCE INC
-$531.0K
0
-100%
增持
V
VISA INC
+$520.2K
10,329
+3%
清仓
ITOT
ISHARES TR
-$495.0K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$489.9K
2,034
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$489.1K
4,682
减持
MSFT
MICROSOFT CORP
+$460.2K
22,756
-1%
增持
UDEC
INNOVATOR ETFS TR
+$442.1K
59,904
+34%
减持
GOOG
ALPHABET INC
-$431.0K
17,658
-21%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$427.0K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$408.0K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$344.6K
3,090
+28%
增持
TSLA
TESLA INC
+$334.5K
9,849
+71%
清仓
ESGU
ISHARES TR
-$333.0K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$326.1K
16,496
-29%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$325.0K
43,971
-1%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$323.0K
882
减持
NVDA
NVIDIA CORPORATION
+$321.4K
9,534
-30%
建仓
IVV
ISHARES TR
+$310.5K
763
减持
—
JPMORGAN CHASE & CO
+$300.8K
115,885
-0%
建仓
EMN
EASTMAN CHEM CO
+$295.8K
3,224
增持
—
EXXON MOBIL CORP
+$294.2K
12,060
+5%
建仓
KMB
KIMBERLY-CLARK CORP
+$283.4K
2,175
建仓
MAR
MARRIOTT INTL INC NEW
+$280.3K
1,606
减持
OIH
VANECK ETF TRUST
+$278.9K
3,706
-6%
增持
ARCC
ARES CAPITAL CORP
+$273.3K
107,557
+1%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$269.0K
0
-100%
建仓
MAIN
MAIN STR CAP CORP
+$268.1K
6,823
减持
PFFD
GLOBAL X FDS
-$267.6K
35,988
-31%
建仓
PFE
PFIZER INC
+$265.6K
6,002
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$264.5K
128,333
-1%
建仓
IBB
ISHARES TR
+$260.0K
1,895
建仓
LLY
LILLY ELI & CO
+$259.3K
745
建仓
PH
PARKER-HANNIFIN CORP
+$257.3K
818
建仓
MA
MASTERCARD INCORPORATED
+$256.5K
680
减持
QQQ
INVESCO QQQ TR
-$252.2K
8,569
-19%
建仓
XLK
SELECT SECTOR SPDR TR
+$240.3K
1,758
建仓
YUM
YUM BRANDS INC
+$239.4K
1,855
增持
XYLD
GLOBAL X FDS
+$238.0K
80,001
+2%
建仓
PAUG
INNOVATOR ETFS TR
+$234.2K
7,992
增持
INTC
INTEL CORP
+$228.4K
16,030
+58%
建仓
WPC
WP CAREY INC
+$226.0K
2,655
建仓
—
ACCENTURE PLC IRELAND
+$221.5K
808
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$220.4K
9,542
建仓
MGK
VANGUARD WORLD FD
+$219.6K
1,160
建仓
CSCO
CISCO SYS INC
+$216.7K
4,481
清仓
CEFS
EXCHANGE LISTED FDS TR
-$215.0K
0
-100%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$213.7K
4,104
建仓
A
AGILENT TECHNOLOGIES INC
+$212.2K
1,358
建仓
DON
WISDOMTREE TR
+$211.6K
4,826
建仓
ROP
ROPER TECHNOLOGIES INC
+$209.4K
471
清仓
SNOW
SNOWFLAKE INC
-$209.0K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$207.0K
13,695
+35%
建仓
XLP
SELECT SECTOR SPDR TR
+$206.4K
2,825
建仓
VOT
VANGUARD INDEX FDS
+$203.1K
1,046
增持
PDEC
INNOVATOR ETFS TR
+$202.7K
22,155
+30%
清仓
ISTB
ISHARES TR
-$202.0K
0
-100%
减持
AAPL
APPLE INC
+$198.3K
61,199
-1%
增持
HD
HOME DEPOT INC
+$196.9K
6,252
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$191.9K
5,271
+5%
增持
AVGO
BROADCOM INC
+$191.2K
1,038
+4%
减持
NFLX
NETFLIX INC
+$185.7K
1,926
-20%
增持
ABT
ABBOTT LABS
+$179.3K
15,812
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.0K
3,055
+6%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$171.0K
0
-100%
减持
RIO
RIO TINTO PLC
+$168.7K
7,011
-0%
减持
TDTT
FLEXSHARES TR
-$165.4K
9,130
-44%
减持
PMAY
INNOVATOR ETFS TR
+$157.6K
88,185
-0%
增持
MCD
MCDONALDS CORP
+$147.2K
3,062
+5%
减持
TIP
ISHARES TR
-$146.5K
3,515
-30%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$146.4K
3,495
+20%
减持
IONS
IONIS PHARMACEUTICALS INC
-$142.6K
19,385
-3%
减持
NEAR
ISHARES U S ETF TR
-$140.9K
15,400
-16%
减持
MOAT
VANECK ETF TRUST
+$137.9K
11,293
-1%
增持
BX
BLACKSTONE INC
+$136.6K
11,487
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$130.3K
1,509
+2%
减持
CAG
CONAGRA BRANDS INC
+$130.0K
61,156
-2%
增持
T
AT&T INC
+$127.8K
17,841
+15%
减持
META
META PLATFORMS INC
-$126.9K
4,668
-27%
减持
VPU
VANGUARD WORLD FDS
+$124.9K
11,076
-0%
减持
VNLA
JANUS DETROIT STR TR
-$123.6K
23,500
-9%
增持
OXY
OCCIDENTAL PETE CORP
+$122.7K
8,656
+21%
减持
AMD
ADVANCED MICRO DEVICES INC
+$120.8K
7,767
-3%
减持
IWR
ISHARES TR
+$115.6K
22,313
-6%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$114.3K
12,714
-47%
增持
XLRE
SELECT SECTOR SPDR TR
+$111.0K
19,956
+0%
减持
FSK
FS KKR CAP CORP
-$111.0K
33,554
-23%
增持
IYG
ISHARES TR
+$108.2K
3,590
+0%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$108.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$103.7K
19,178
+0%
增持
HON
HONEYWELL INTL INC
+$99.6K
1,641
+17%
增持
DGRO
ISHARES TR
+$99.1K
8,862
+11%
增持
POCT
INNOVATOR ETFS TR
+$97.8K
10,600
+30%
减持
SHV
ISHARES TR
-$97.0K
2,213
-29%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$92.2K
7,239
-5%
增持
MRK
MERCK & CO INC
+$90.9K
4,493
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$89.8K
17,080
+2%
减持
CWB
SPDR SER TR
-$85.1K
6,431
-22%
增持
O
REALTY INCOME CORP
+$84.1K
4,886
+14%
增持
ITW
ILLINOIS TOOL WKS INC
+$83.9K
1,911
+1%
增持
BAC
BANK AMERICA CORP
+$83.5K
11,605
+6%
增持
CL
COLGATE PALMOLIVE CO
+$82.1K
12,580
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$82.1K
6,673
+15%
减持
NKE
NIKE INC
+$81.3K
2,213
-3%
减持
MCO
MOODYS CORP
+$80.0K
1,543
-10%
增持
WMT
WALMART INC
+$79.9K
5,329
+4%
减持
ARKW
ARK ETF TR
-$79.8K
4,192
-35%
减持
IJR
ISHARES TR
+$79.7K
14,514
-7%
减持
DLS
WISDOMTREE TR
-$78.6K
3,240
-41%
减持
NOBL
PROSHARES TR
+$76.7K
8,313
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$72.1K
2,263
+0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$70.1K
3,666
+0%
减持
USMV
ISHARES TR
+$69.7K
10,638
-0%
减持
QCOM
QUALCOMM INC
+$69.5K
3,781
-5%
减持
PJUN
INNOVATOR ETFS TR
+$69.1K
42,514
-2%
增持
CVS
CVS HEALTH CORP
+$67.2K
6,904
+14%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$66.8K
30,182
-20%
减持
DIS
DISNEY WALT CO
+$66.8K
5,464
-5%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$66.0K
0
-100%
增持
PFXF
VANECK ETF TRUST
+$62.0K
33,372
+3%
增持
SBUX
STARBUCKS CORP
+$61.6K
2,461
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$61.1K
2,536
+12%
增持
COST
COSTCO WHSL CORP NEW
+$60.8K
1,586
+2%
