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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 59
减持 55
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$15.1M
139,470
+6202%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$15.1M
258,162
增持
GBIL
GOLDMAN SACHS ETF TR
+$12.1M
217,889
+126%
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。
建仓
SPTS
SPDR SER TR
+$8.6M
293,692
建仓
USFR
WISDOMTREE TR
+$5.4M
106,186
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.0M
108,214
+126%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.7M
19,234
-85%
增持
CVX
CHEVRON CORP NEW
-$2.6M
92,953
+1%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$2.2M
107,464
建仓
SGOV
ISHARES TR
+$1.9M
19,175
减持
XYLD
GLOBAL X FDS
-$1.6M
40,317
-50%
减持
AAPL
APPLE INC
+$1.6M
60,556
-1%
清仓
GOOGL
ALPHABET INC
-$1.6M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
56,063
+64%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$1.2M
60,473
减持
MSFT
MICROSOFT CORP
+$1.1M
22,047
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
33,137
-37%
增持
GLD
SPDR GOLD TR
+$1.1M
7,069
+350%
建仓
PFFV
GLOBAL X FDS
+$1.0M
46,990
增持
FSK
FS KKR CAP CORP
+$1.0M
88,279
+163%
减持
QYLD
GLOBAL X FDS
-$963.5K
34,263
-63%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$950.0K
0
-100%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$939.6K
0
-100%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$924.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$914.8K
9,815
+3%
清仓
SRLN
SSGA ACTIVE ETF TR
-$878.8K
0
-100%
减持
—
JPMORGAN CHASE & CO
-$858.8K
84,284
-27%
建仓
HYHG
PROSHARES TR
+$805.9K
13,707
建仓
ZECP
ZACKS TRUST
+$801.1K
33,604
清仓
PFFD
GLOBAL X FDS
-$773.4K
0
-100%
增持
KO
COCA COLA CO
+$632.2K
244,507
+0%
增持
DHR
DANAHER CORPORATION
+$628.0K
5,915
+106%
清仓
FALN
ISHARES TR
-$597.2K
0
-100%
建仓
VDE
VANGUARD WORLD FDS
+$589.9K
5,336
清仓
BND
VANGUARD BD INDEX FDS
-$589.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$552.9K
9,096
+52%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$550.4K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$490.4K
13,116
+8%
减持
OIH
VANECK ETF TRUST
-$440.3K
2,967
-20%
清仓
VCR
VANGUARD WORLD FDS
-$433.8K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$415.9K
9,157
+55%
减持
XLE
SELECT SECTOR SPDR TR
-$353.5K
19,468
-5%
增持
PFEB
INNOVATOR ETFS TR
+$307.1K
51,871
+24%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$289.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$282.5K
8,693
+1%
清仓
MAR
MARRIOTT INTL INC NEW
-$280.3K
0
-100%
建仓
UNP
UNION PAC CORP
+$276.7K
1,381
清仓
PH
PARKER-HANNIFIN CORP
-$257.3K
0
-100%
增持
LW
LAMB WESTON HLDGS INC
+$248.9K
18,425
+0%
减持
DGRO
ISHARES TR
-$239.0K
4,310
-51%
建仓
RYLD
GLOBAL X FDS
+$237.4K
13,265
增持
PANW
PALO ALTO NETWORKS INC
+$235.4K
5,244
+5%
增持
PAPR
INNOVATOR ETFS TR
+$234.1K
41,429
+21%
减持
ARCC
ARES CAPITAL CORP
-$229.4K
103,170
-4%
清仓
WPC
WP CAREY INC
-$226.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$221.5K
0
-100%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$217.2K
6,330
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$213.7K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$212.2K
0
-100%
建仓
CRM
SALESFORCE INC
+$208.5K
1,037
建仓
—
EATON CORP PLC
+$204.7K
1,200
清仓
VOT
VANGUARD INDEX FDS
-$203.1K
0
-100%
清仓
MMM
3M CO
-$202.6K
0
-100%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$200.7K
5,229
清仓
ARKW
ARK ETF TR
-$200.2K
0
-100%
减持
MRNA
MODERNA INC
-$190.7K
3,167
-0%
减持
BX
BLACKSTONE INC
-$188.7K
10,890
-5%
减持
HD
HOME DEPOT INC
-$186.7K
6,109
-2%
增持
LLY
LILLY ELI & CO
+$177.5K
1,018
+37%
减持
CCI
CROWN CASTLE INC
-$172.0K
5,241
-1%
增持
DVN
DEVON ENERGY CORP NEW
-$155.8K
15,141
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$142.3K
20,213
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$140.1K
2,593
-26%
减持
IWV
ISHARES TR
-$138.9K
6,484
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$135.6K
7,567
-3%
增持
WFC
WELLS FARGO CO NEW
-$130.9K
19,526
+2%
减持
JNJ
JOHNSON & JOHNSON
-$130.1K
11,402
-2%
增持
IJR
ISHARES TR
-$126.2K
14,630
+1%
减持
SLYV
SPDR SER TR
-$123.2K
7,342
-9%
增持
KMB
KIMBERLY-CLARK CORP
+$120.3K
2,807
+29%
减持
GOOG
ALPHABET INC
+$114.6K
17,283
-2%
增持
RIO
RIO TINTO PLC
-$113.9K
7,045
+0%
增持
CI
THE CIGNA GROUP
-$110.5K
2,517
+2%
减持
TGT
TARGET CORP
-$109.3K
2,399
-18%
减持
QCOM
QUALCOMM INC
-$107.3K
3,774
-0%
增持
CWB
SPDR SER TR
+$107.1K
8,222
+28%
减持
AMZN
AMAZON COM INC
+$103.3K
30,541
-4%
增持
MO
ALTRIA GROUP INC
+$103.3K
12,474
+16%
减持
VPU
VANGUARD WORLD FDS
-$100.7K
10,500
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$99.2K
1,831
-10%
减持
NEE
NEXTERA ENERGY INC
-$97.5K
7,075
-15%
减持
JPM
JPMORGAN CHASE & CO
-$92.5K
11,741
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$92.3K
4,544
-5%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$88.3K
4,444
-5%
减持
IVV
ISHARES TR
-$88.3K
538
-29%
减持
XLRE
SELECT SECTOR SPDR TR
-$87.5K
19,172
-4%
减持
PEP
PEPSICO INC
+$86.0K
5,971
-5%
增持
DIV
GLOBAL X FDS
-$82.5K
34,501
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$82.2K
45,770
+4%
减持
NFLX
NETFLIX INC
-$81.1K
1,872
-3%
增持
IYG
ISHARES TR
-$80.5K
3,593
+0%
增持
COP
CONOCOPHILLIPS
-$79.3K
3,576
+1%
增持
SMH
VANECK ETF TRUST
+$74.1K
4,580
+125%
减持
—
TE CONNECTIVITY LTD
-$73.8K
5,856
-7%
增持
WMT
WALMART INC
+$72.1K
5,425
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$70.1K
3,572
-3%
增持
CL
COLGATE PALMOLIVE CO
+$64.4K
12,581
+0%
减持
ALL
ALLSTATE CORP
-$63.6K
4,146
-4%
增持
AMT
AMERICAN TOWER CORP NEW
-$61.9K
2,265
+0%
增持
MAIN
MAIN STR CAP CORP
+$61.6K
8,158
+20%
减持
UDEC
INNOVATOR ETFS TR
-$60.6K
56,965
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$59.9K
6,809
-6%
增持
CAG
CONAGRA BRANDS INC
+$59.4K
61,158
+0%
增持
OXY
OCCIDENTAL PETE CORP
-$59.1K
8,850
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
-$58.8K
5,702
+8%
增持
—
EXXON MOBIL CORP
-$58.7K
12,480
+3%
减持
DIS
DISNEY WALT CO
-$58.2K
5,314
-3%
增持
ABT
ABBOTT LABS
+$57.4K
16,451
+4%
增持
PMAY
INNOVATOR ETFS TR
+$56.4K
90,685
+3%
减持
IBB
ISHARES TR
-$55.5K
1,566
-17%
增持
CVS
CVS HEALTH CORP
-$54.2K
7,876
+14%
增持
MRK
MERCK & CO INC
+$53.0K
4,539
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$52.8K
1,531
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$52.7K
150
-4%
增持
AMGN
AMGEN INC
+$52.0K
1,544
+27%
减持
LMT
LOCKHEED MARTIN CORP
-$51.4K
2,558
-3%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$49.1K
27,314
-10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$45.2K
810
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$45.1K
22,916
+2%
减持
V
VISA INC
+$44.2K
10,148
-2%
减持
ITA
ISHARES TR
-$42.4K
5,073
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$42.4K
7,784
+17%
增持
BAC
BANK AMERICA CORP
-$41.7K
13,370
+15%
减持
—
ACTIVISION BLIZZARD INC
-$39.7K
9,804
-5%
增持
IWR
ISHARES TR
-$38.5K
22,986
+3%
增持
EMN
EASTMAN CHEM CO
+$37.5K
4,165
+29%
减持
META
META PLATFORMS INC
-$32.0K
2,828
-39%
增持
PFE
PFIZER INC
+$31.7K
7,730
+29%
减持
HON
HONEYWELL INTL INC
-$30.9K
1,586
-3%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$30.8K
20,887
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$29.7K
2,337
-8%
增持
RA
BROOKFIELD REAL ASSETS INCOM
+$29.4K
23,641
+12%
增持
AVGO
BROADCOM INC
+$28.5K
1,050
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$26.5K
3,044
-1%
增持
T
AT&T INC
+$25.4K
22,463
+26%
增持
XLK
SELECT SECTOR SPDR TR
+$25.0K
1,763
+0%
增持
XRT
SPDR SER TR
+$24.7K
6,821
+17%
增持
MGK
VANGUARD WORLD FD
+$22.2K
1,161
+0%
减持
WM
WASTE MGMT INC DEL
+$22.2K
4,738
-7%
减持
PAVE
GLOBAL X FDS
-$22.0K
25,289
-1%
