小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 75
减持 32
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$2.7M
49,737
-52%
增持
PDEC
INNOVATOR ETFS TR
+$2.6M
95,905
+349%
建仓
BINC
BLACKROCK ETF TRUST II
+$2.3M
43,447
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
GBIL
GOLDMAN SACHS ETF TR
-$2.2M
129,817
-15%
建仓
GOOGL
ALPHABET INC
+$2.1M
15,259
建仓
GCOR
GOLDMAN SACHS ETF TR
+$1.9M
46,375
减持
TFLO
ISHARES TR
-$1.8M
179,060
-16%
增持
KO
COCA COLA CO
+$1.7M
245,346
+0%
减持
CVX
CHEVRON CORP NEW
-$1.7M
95,808
-3%
建仓
TLH
ISHARES TR
+$1.7M
15,583
增持
FLOT
ISHARES TR
+$1.6M
220,455
+16%
增持
SGOV
ISHARES TR
+$1.5M
116,066
+15%
减持
TSLA
TESLA INC
-$1.5M
3,148
-64%
增持
GOOG
ALPHABET INC
+$1.5M
38,061
+40%
增持
MSFT
MICROSOFT CORP
+$1.5M
31,119
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
12,490
+48%
清仓
GNRC
GENERAC HLDGS INC
-$1.2M
0
-100%
建仓
TLT
ISHARES TR
+$1.0M
10,723
增持
CRWD
CROWDSTRIKE HLDGS INC
+$975.5K
8,805
+27%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$964.6K
1,953
清仓
—
ACTIVISION BLIZZARD INC
-$929.7K
0
-100%
增持
AMZN
AMAZON COM INC
+$928.5K
40,103
+4%
建仓
LQD
ISHARES TR
+$913.6K
8,406
增持
LLY
ELI LILLY & CO
+$872.0K
2,357
+126%
清仓
ZECP
ZACKS TRUST
-$847.4K
0
-100%
增持
IWV
ISHARES TR
+$796.9K
9,117
+36%
建仓
IWM
ISHARES TR
+$771.3K
3,996
清仓
MRNA
MODERNA INC
-$770.9K
0
-100%
清仓
DT
DYNATRACE INC
-$728.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$685.9K
19,979
-0%
增持
NVO
NOVO-NORDISK A S
+$635.7K
11,216
+87%
增持
MOAT
VANECK ETF TRUST
+$635.1K
24,269
+32%
增持
META
META PLATFORMS INC
+$598.5K
11,622
+4%
减持
VHT
VANGUARD WORLD FDS
-$558.3K
1,023
-70%
增持
XLE
SELECT SECTOR SPDR TR
+$547.0K
27,660
+34%
增持
ITA
ISHARES TR
+$533.8K
9,003
+62%
增持
SPY
SPDR S&P 500 ETF TR
+$532.3K
13,853
+0%
增持
HD
HOME DEPOT INC
+$517.4K
9,020
+3%
减持
VNLA
JANUS DETROIT STR TR
-$504.7K
13,238
-45%
增持
PNOV
INNOVATOR ETFS TR
+$500.8K
36,999
+59%
建仓
BIL
SPDR SER TR
+$483.3K
5,284
增持
QQQ
INVESCO QQQ TR
+$475.0K
10,020
+4%
增持
AVGO
BROADCOM INC
+$471.0K
1,823
+7%
增持
NFLX
NETFLIX INC
+$466.1K
3,721
+9%
清仓
XRT
SPDR SER TR
-$444.3K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$409.3K
22,679
-27%
建仓
CALF
PACER FDS TR
+$392.8K
8,419
增持
JPM
JPMORGAN CHASE & CO
+$384.6K
11,741
+4%
增持
V
VISA INC
+$326.3K
10,459
+3%
建仓
GD
GENERAL DYNAMICS CORP
+$307.1K
1,210
清仓
MUNI
PIMCO ETF TR
-$303.3K
0
-100%
建仓
IBB
ISHARES TR
+$298.7K
2,202
增持
QYLD
GLOBAL X FDS
+$296.5K
48,287
+55%
增持
NET
CLOUDFLARE INC
+$292.3K
18,315
+2%
增持
SMH
VANECK ETF TRUST
+$292.0K
5,990
+27%
增持
SPG
SIMON PPTY GROUP INC NEW
+$291.0K
7,333
+4%
清仓
DON
WISDOMTREE TR
-$288.6K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$287.5K
3,329
增持
WM
WASTE MGMT INC DEL
+$287.1K
9,405
+5%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$282.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$281.0K
15,440
+40%
增持
AMD
ADVANCED MICRO DEVICES INC
+$276.8K
7,832
+4%
增持
IJR
ISHARES TR
+$275.4K
16,575
+5%
建仓
DGRW
WISDOMTREE TR
+$273.6K
3,941
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$262.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$262.4K
3,808
+17%
建仓
FCX
FREEPORT-MCMORAN INC
+$260.2K
6,307
建仓
AMLP
ALPS ETF TR
+$259.5K
6,061
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$258.0K
107,357
-5%
清仓
VTIP
VANGUARD MALVERN FDS
-$254.8K
0
-100%
增持
IWR
ISHARES TR
+$248.2K
25,338
+4%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$246.3K
56,910
-7%
增持
POCT
INNOVATOR ETFS TR
+$245.6K
29,231
+24%
增持
BX
BLACKSTONE INC
+$245.3K
12,083
+4%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$243.9K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$241.6K
48,937
-2%
建仓
NNN
NNN REIT INC
+$241.1K
5,644
建仓
PGR
PROGRESSIVE CORP
+$240.9K
1,483
建仓
FHLC
FIDELITY COVINGTON TRUST
+$239.4K
3,654
增持
CRM
SALESFORCE INC
+$233.3K
2,006
+54%
建仓
LRGF
ISHARES TR
+$230.7K
4,871
建仓
—
LAM RESEARCH CORP
+$226.6K
310
建仓
TRV
TRAVELERS COMPANIES INC
+$225.5K
1,170
建仓
NPO
ENPRO INC
+$225.2K
1,550
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$223.3K
4,247
减持
DIV
GLOBAL X FDS
-$222.4K
17,876
-47%
增持
AMGN
AMGEN INC
+$220.2K
5,984
+1%
建仓
INTU
INTUIT
+$216.8K
368
减持
ABT
ABBOTT LABS
+$215.7K
16,529
-1%
建仓
YUM
YUM BRANDS INC
+$211.2K
1,655
清仓
TDTT
FLEXSHARES TR
-$210.0K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$204.7K
2,851
建仓
TGT
TARGET CORP
+$203.3K
1,447
增持
WFC
WELLS FARGO CO NEW
+$202.1K
19,506
+0%
增持
MCD
MCDONALDS CORP
+$202.0K
3,181
+10%
清仓
SCHD
SCHWAB STRATEGIC TR
-$200.4K
0
-100%
减持
QCOM
QUALCOMM INC
+$197.6K
7,922
-1%
增持
NEE
NEXTERA ENERGY INC
+$193.8K
9,408
+20%
增持
TTD
THE TRADE DESK INC
-$190.1K
12,714
+0%
减持
XLRE
SELECT SECTOR SPDR TR
-$186.8K
11,359
-40%
增持
LMT
LOCKHEED MARTIN CORP
+$185.6K
3,004
+2%
清仓
—
HANESBRANDS INC
-$183.0K
0
-100%
增持
NOW
SERVICENOW INC
+$173.0K
1,413
+2%
减持
PFFV
GLOBAL X FDS
-$172.0K
37,396
-20%
增持
UDEC
INNOVATOR ETFS TR
+$171.8K
58,017
+2%
增持
PJUL
INNOVATOR ETFS TR
+$167.0K
27,075
+14%
减持
ATFV
THE ALGER ETF TRUST
+$163.1K
80,958
-2%
增持
PEP
PEPSICO INC
+$161.6K
6,652
+10%
增持
CCI
CROWN CASTLE INC
+$161.4K
6,793
+1%
增持
ADBE
ADOBE INC
+$157.4K
2,245
+6%
增持
CI
THE CIGNA GROUP
+$156.8K
6,379
+1%
增持
BAC
BANK AMERICA CORP
+$154.6K
12,177
+20%
减持
INTC
INTEL CORP
+$153.3K
14,852
-1%
减持
PMAY
INNOVATOR ETFS TR
+$148.7K
88,069
-0%
增持
FRTY
THE ALGER ETF TRUST
+$146.1K
100,368
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$143.5K
2,970
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$142.3K
2,694
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$140.2K
2,714
+8%
增持
CL
COLGATE PALMOLIVE CO
+$138.4K
12,547
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$137.6K
5,621
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$136.9K
1,801
+10%
减持
CWB
SPDR SER TR
-$136.8K
5,599
-30%
减持
AAPL
APPLE INC
+$134.5K
56,945
-1%
减持
ARCC
ARES CAPITAL CORP
+$128.6K
99,342
-0%
增持
CAG
CONAGRA BRANDS INC
+$126.3K
61,162
+0%
减持
COST
COSTCO WHSL CORP NEW
+$123.1K
1,531
-4%
增持
—
JPMORGAN CHASE & CO
+$122.7K
78,401
+0%
减持
SCHP
SCHWAB STRATEGIC TR
-$118.6K
11,917
-20%
减持
AMT
AMERICAN TOWER CORP NEW
+$118.2K
2,242
-1%
增持
HON
HONEYWELL INTL INC
+$117.1K
2,101
+25%
增持
SLYV
SPDR SER TR
+$114.2K
8,272
+6%
增持
RIO
RIO TINTO PLC
+$112.0K
7,477
+8%
增持
T
AT&T INC
+$111.3K
24,993
+10%
减持
TIP
ISHARES TR
-$107.7K
2,165
-35%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$104.9K
7,245
-0%
增持
PAVE
GLOBAL X FDS
+$104.3K
26,697
+3%
增持
WMT
WALMART INC
+$103.4K
6,264
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$101.8K
5,964
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$101.2K
6,042
+32%
增持
DHR
DANAHER CORPORATION
+$97.5K
6,686
+1%
增持
—
EXXON MOBIL CORP
-$97.1K
20,310
+1%
增持
—
ACCENTURE PLC IRELAND
+$96.8K
899
+37%
减持
VPU
VANGUARD WORLD FDS
+$95.9K
9,940
-5%
增持
MDLZ
MONDELEZ INTL INC
+$92.2K
8,886
+0%
减持
OIH
VANECK ETF TRUST
-$91.4K
3,035
-2%
减持
IYW
ISHARES TR
+$81.6K
10,425
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$80.2K
576
+28%
增持
HYHG
PROSHARES TR
+$79.7K
16,137
+5%
增持
O
REALTY INCOME CORP
+$79.0K
6,539
+10%
减持
GLD
SPDR GOLD TR
+$77.7K
7,084
-5%
