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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 84
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$6.2M
19,275
-4%
减持
SGOV
ISHARES TR
-$4.0M
76,581
-34%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.1M
98,975
-24%
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
JAAA
JANUS DETROIT STR TR
+$2.8M
55,616
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
56,092
-48%
增持
META
META PLATFORMS INC
+$2.2M
14,397
+24%
增持
USFR
WISDOMTREE TR
+$2.2M
92,984
+87%
增持
PFEB
INNOVATOR ETFS TRUST
+$2.1M
113,322
+118%
减持
FLOT
ISHARES TR
-$2.0M
181,173
-18%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
4,366
+600%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
74,992
清仓
TLH
ISHARES TR
-$1.7M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.4M
99,125
+3%
增持
AMZN
AMAZON COM INC
+$1.4M
40,180
+0%
建仓
PMAR
INNOVATOR ETFS TRUST
+$1.4M
37,857
增持
V
VISA INC
+$1.3M
14,996
+43%
建仓
PYPL
PAYPAL HLDGS INC
+$1.3M
19,161
增持
GOOG
ALPHABET INC
+$1.2M
38,966
+2%
增持
O
REALTY INCOME CORP
+$1.1M
28,003
+328%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
15,093
+93%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.1M
27,930
增持
HON
HONEYWELL INTL INC
+$1.0M
7,510
+257%
清仓
TLT
ISHARES TR
-$1.0M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$964.5K
15,632
+25%
增持
AVGO
BROADCOM INC
+$940.9K
2,289
+26%
增持
LOW
LOWES COS INC
+$908.8K
6,664
+133%
增持
MSFT
MICROSOFT CORP
+$904.6K
31,221
+0%
增持
NVO
NOVO-NORDISK A S
+$878.7K
15,997
+43%
建仓
THNQ
EXCHANGE TRADED CONCEPTS TRU
+$867.7K
20,913
增持
IWV
ISHARES TR
+$857.1K
11,529
+26%
建仓
MARW
AIM ETF PRODUCTS TRUST
+$845.2K
29,867
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$830.9K
15,395
清仓
—
TE CONNECTIVITY LTD
-$801.1K
0
-100%
清仓
VDE
VANGUARD WORLD FDS
-$794.6K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$770.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$762.9K
2,990
+66%
增持
PJAN
INNOVATOR ETFS TRUST
+$717.6K
38,129
+88%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$690.2K
12,432
+72%
清仓
SLYV
SPDR SER TR
-$663.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$652.0K
2,709
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$627.3K
14,188
+2%
清仓
SCHP
SCHWAB STRATEGIC TR
-$617.7K
0
-100%
减持
KO
COCA COLA CO
+$599.6K
245,085
-0%
增持
QYLD
GLOBAL X FDS
+$598.0K
81,842
+69%
减持
PFE
PFIZER INC
-$565.0K
10,975
-63%
清仓
OXY
OCCIDENTAL PETE CORP
-$552.3K
0
-100%
增持
PAPR
INNOVATOR ETFS TRUST
+$546.9K
54,287
+43%
减持
ABT
ABBOTT LABS
-$502.8K
12,480
-24%
增持
XYLD
GLOBAL X FDS
+$445.8K
46,003
+30%
增持
NOW
SERVICENOW INC
+$442.9K
2,038
+44%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$440.6K
8,585
增持
GOOGL
ALPHABET INC
+$437.6K
15,283
+0%
增持
QQQ
INVESCO QQQ TR
+$420.2K
10,410
+4%
增持
TTD
THE TRADE DESK INC
+$376.5K
14,530
+14%
增持
SMH
VANECK ETF TRUST
+$369.4K
6,549
+9%
增持
WM
WASTE MGMT INC DEL
+$355.0K
9,785
+4%
增持
ADBE
ADOBE INC
+$340.6K
3,428
+53%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$336.6K
10,805
增持
AAPL
APPLE INC
+$324.6K
62,645
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$312.5K
27,970
+23%
增持
CI
THE CIGNA GROUP
+$309.1K
6,410
+0%
增持
QCOM
QUALCOMM INC
+$291.7K
8,362
+6%
增持
PMAY
INNOVATOR ETFS TRUST
+$287.4K
93,489
+6%
减持
NEE
NEXTERA ENERGY INC
-$277.0K
4,422
-53%
减持
—
EXXON MOBIL CORP
+$268.2K
20,207
-1%
建仓
ETSY
ETSY INC
+$265.0K
3,800
增持
FRTY
THE ALGER ETF TRUST
+$260.7K
102,033
+2%
减持
TSLA
TESLA INC
-$252.9K
2,744
-13%
减持
INTC
INTEL CORP
-$246.2K
14,803
-0%
增持
JPM
JPMORGAN CHASE & CO
+$243.7K
11,808
+1%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$243.5K
8,679
增持
ATFV
THE ALGER ETF TRUST
+$241.2K
82,646
+2%
清仓
TIP
ISHARES TR
-$231.1K
0
-100%
增持
IYW
ISHARES TR
+$225.7K
11,420
+10%
清仓
NKE
NIKE INC
-$225.4K
0
-100%
建仓
RTX
RTX CORPORATION
+$225.0K
2,223
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$220.7K
51,193
+5%
减持
NFLX
NETFLIX INC
+$218.7K
3,590
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$212.4K
23,051
-17%
增持
DHR
DANAHER CORPORATION
+$211.7K
7,072
+6%
建仓
AXON
AXON ENTERPRISE INC
+$211.2K
678
建仓
KR
KROGER CO
+$210.9K
3,851
建仓
XLK
SELECT SECTOR SPDR TR
+$209.7K
1,080
增持
DVN
DEVON ENERGY CORP NEW
+$209.5K
17,959
+18%
清仓
CSCO
CISCO SYS INC
-$206.7K
0
-100%
增持
WMT
WALMART INC
+$206.2K
20,130
+221%
建仓
BAR
GRANITESHARES GOLD TR
+$202.0K
8,847
增持
NOC
NORTHROP GRUMMAN CORP
+$196.5K
2,994
+11%
减持
FSK
FS KKR CAP CORP
-$194.5K
80,243
-4%
减持
WFC
WELLS FARGO CO NEW
+$176.9K
19,353
-1%
减持
CVS
CVS HEALTH CORP
-$165.8K
6,591
-0%
增持
COST
COSTCO WHSL CORP NEW
+$165.4K
1,615
+5%
增持
CAG
CONAGRA BRANDS INC
+$165.0K
61,447
+0%
减持
NET
CLOUDFLARE INC
+$165.0K
17,790
-3%
减持
CL
COLGATE PALMOLIVE CO
+$152.4K
12,541
-0%
增持
PCAR
PACCAR INC
+$144.5K
11,347
+0%
减持
UDEC
INNOVATOR ETFS TRUST
-$144.2K
51,330
-12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$143.9K
152
+1%
减持
GLD
SPDR GOLD TR
+$142.0K
6,943
-2%
增持
IWR
ISHARES TR
+$140.1K
25,962
+2%
增持
CAT
CATERPILLAR INC
+$137.0K
1,719
+15%
建仓
MORT
VANECK ETF TRUST
+$132.0K
12,173
增持
LMT
LOCKHEED MARTIN CORP
+$131.6K
3,244
+8%
减持
BINC
BLACKROCK ETF TRUST II
-$131.2K
41,101
-5%
减持
BX
BLACKSTONE INC
-$130.6K
11,394
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$125.1K
2,082
+7%
增持
PAVE
GLOBAL X FDS
+$124.7K
27,101
+2%
减持
SGOL
ABRDN GOLD ETF TRUST
+$124.3K
58,043
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$121.3K
3,789
-0%
增持
SBUX
STARBUCKS CORP
-$120.8K
17,734
+14%
增持
CRM
SALESFORCE INC
+$119.2K
2,315
+15%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$119.2K
55,034
-3%
减持
—
JPMORGAN CHASE & CO
+$116.2K
76,253
-3%
增持
HYHG
PROSHARES TR
+$111.4K
17,497
+8%
增持
CALF
PACER FDS TR
+$111.3K
11,052
+31%
减持
GCOR
GOLDMAN SACHS ETF TR
-$110.2K
45,106
-3%
减持
PDEC
INNOVATOR ETFS TRUST
+$107.5K
95,229
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$107.1K
7,752
-12%
减持
PG
PROCTER AND GAMBLE CO
+$102.5K
6,248
-0%
减持
VNLA
JANUS DETROIT STR TR
-$101.7K
11,155
-16%
增持
—
EATON CORP PLC
+$94.2K
1,203
+0%
增持
MOAT
VANECK ETF TRUST
+$91.6K
24,681
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$90.3K
7,978
+9%
增持
ITA
ISHARES TR
+$90.3K
9,243
+3%
增持
AMLP
ALPS ETF TR
+$88.9K
7,483
+23%
增持
EW
EDWARDS LIFESCIENCES CORP
+$86.8K
6,234
+3%
增持
MO
ALTRIA GROUP INC
+$85.6K
14,194
+10%
减持
TFLO
ISHARES TR
-$85.4K
177,491
-1%
增持
LRGF
ISHARES TR
+$85.0K
6,154
+26%
增持
SHV
ISHARES TR
+$83.9K
5,200
+17%
增持
PGR
PROGRESSIVE CORP
+$83.5K
1,532
+3%
增持
HD
HOME DEPOT INC
+$79.8K
9,526
+6%
增持
DGRW
WISDOMTREE TR
+$77.5K
4,828
+23%
增持
MCK
MCKESSON CORP
+$74.5K
1,361
+0%
减持
ARCC
ARES CAPITAL CORP
-$70.6K
93,550
-6%
减持
PJUN
INNOVATOR ETFS TRUST
-$70.1K
44,049
-8%
增持
ABBV
ABBVIE INC
+$69.9K
6,473
+7%
增持
PEP
PEPSICO INC
+$68.0K
6,780
+2%
增持
OIH
VANECK ETF TRUST
+$67.7K
3,213
+6%
增持
AMGN
AMGEN INC
-$67.7K
6,267
+5%
减持
PFFV
GLOBAL X FDS
-$67.6K
34,174
-9%
增持
FCX
FREEPORT-MCMORAN INC
+$65.3K
6,522
+3%
增持
MINT
PIMCO ETF TR
+$61.5K
5,850
+11%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$60.6K
8,424
+1%
减持
DIS
DISNEY WALT CO
+$58.0K
5,061
-8%
增持
MAIN
MAIN STR CAP CORP
+$55.1K
8,129
+1%
增持
IJR
ISHARES TR
+$54.8K
17,025
+3%
增持
GD
GENERAL DYNAMICS CORP
+$54.5K
1,262
+4%
增持
HSY
HERSHEY CO
+$53.0K
8,861
+0%
增持
—
LAM RESEARCH CORP
+$53.0K
322
+4%
