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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 99
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$8.6M
197,911
+927%
增持
AAPL
APPLE INC
+$3.2M
63,760
+2%
增持
MSFT
MICROSOFT CORP
+$2.4M
32,272
+3%
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
AVGO
BROADCOM INC
+$2.4M
3,180
+39%
增持
AMZN
AMAZON COM INC
+$2.2M
47,550
+18%
清仓
—
JPMORGAN CHASE & CO
-$2.1M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$1.3M
0
-100%
增持
GOOG
ALPHABET INC
+$1.2M
41,225
+6%
建仓
ENFR
ALPS ETF TR
+$1.1M
40,830
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.0M
3,262
增持
META
META PLATFORMS INC
+$1.0M
14,509
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$992.1K
88,994
-10%
增持
PANW
PALO ALTO NETWORKS INC
+$961.3K
15,996
+2%
减持
SGOV
ISHARES TR
-$886.2K
67,746
-12%
减持
FLOT
ISHARES TR
-$867.0K
164,197
-9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$854.8K
8,020
+3%
增持
PAPR
INNOVATOR ETFS TRUST
+$723.1K
72,252
+33%
减持
SPY
SPDR S&P 500 ETF TR
+$635.5K
14,177
-0%
减持
QQQ
INVESCO QQQ TR
+$594.1K
10,337
-1%
建仓
OKE
ONEOK INC NEW
+$556.3K
6,807
增持
LLY
ELI LILLY & CO
+$546.7K
2,899
+7%
建仓
DELL
DELL TECHNOLOGIES INC
+$546.1K
3,824
增持
NFLX
NETFLIX INC
+$516.2K
3,706
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$494.2K
16,936
+12%
增持
IWV
ISHARES TR
+$458.8K
12,163
+5%
减持
XYLD
GLOBAL X FDS
-$441.9K
34,425
-25%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$430.2K
80,718
+8%
增持
NVO
NOVO-NORDISK A S
+$408.5K
17,023
+6%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$394.0K
13,763
增持
QCOM
QUALCOMM INC
+$386.4K
8,788
+5%
增持
SMH
VANECK ETF TRUST
+$380.3K
6,672
+2%
增持
ADBE
ADOBE INC
+$371.1K
3,536
+3%
增持
PFFV
GLOBAL X FDS
+$368.4K
49,525
+45%
增持
IYW
ISHARES TR
+$368.3K
11,959
+5%
增持
HD
HOME DEPOT INC
+$364.3K
10,490
+10%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$340.6K
132,844
+14%
清仓
DIV
GLOBAL X FDS
-$312.6K
0
-100%
增持
AMGN
AMGEN INC
+$312.1K
6,593
+5%
增持
VPU
VANGUARD WORLD FD
+$309.3K
11,497
+22%
增持
GOOGL
ALPHABET INC
+$306.2K
15,353
+0%
减持
KO
COCA COLA CO
+$304.9K
244,674
-0%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$304.5K
60,104
+9%
增持
USFR
WISDOMTREE TR
+$302.7K
99,064
+7%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$302.6K
13,425
增持
NOW
SERVICENOW INC
+$299.0K
2,150
+5%
建仓
NRG
NRG ENERGY INC
+$281.8K
3,620
清仓
ETSY
ETSY INC
-$265.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$260.9K
937
-45%
清仓
PM
PHILIP MORRIS INTL INC
-$259.8K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$250.5K
0
-100%
建仓
ESS
ESSEX PPTY TR INC
+$245.8K
901
增持
CVX
CHEVRON CORP NEW
-$245.1K
99,529
+0%
增持
COST
COSTCO WHSL CORP NEW
+$237.1K
1,659
+3%
增持
TTD
THE TRADE DESK INC
+$234.4K
15,055
+4%
清仓
STZ
CONSTELLATION BRANDS INC
-$231.8K
0
-100%
清仓
YUM
YUM BRANDS INC
-$226.7K
0
-100%
建仓
CSX
CSX CORP
+$226.6K
6,744
增持
ATFV
THE ALGER ETF TRUST
+$225.7K
84,859
+3%
增持
JAAA
JANUS DETROIT STR TR
+$217.9K
59,832
+8%
建仓
IUSG
ISHARES TR
+$217.6K
1,694
建仓
VGT
VANGUARD WORLD FD
+$208.5K
358
增持
QYLD
GLOBAL X FDS
+$207.4K
91,814
+12%
建仓
IGM
ISHARES TR
+$205.0K
2,160
减持
—
EXXON MOBIL CORP
-$204.9K
18,613
-8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$202.3K
60,089
+7%
增持
ARCC
ARES CAPITAL CORP
+$195.5K
103,624
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$195.5K
13,110
+5%
增持
HON
HONEYWELL INTL INC
+$193.7K
7,870
+5%
增持
GCOR
GOLDMAN SACHS ETF TR
+$174.6K
49,034
+9%
减持
PEP
PEPSICO INC
-$174.3K
6,219
-8%
增持
BINC
BLACKROCK ETF TRUST II
+$168.8K
44,124
+7%
增持
SBUX
STARBUCKS CORP
+$168.6K
19,301
+9%
减持
WMT
WALMART INC
+$167.9K
20,034
-0%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$164.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$162.9K
11,820
+0%
增持
PMAY
INNOVATOR ETFS TRUST
+$160.2K
93,636
+0%
增持
CAG
CONAGRA BRANDS INC
-$149.8K
61,451
+0%
减持
PG
PROCTER AND GAMBLE CO
-$141.9K
5,402
-14%
增持
SPG
SIMON PPTY GROUP INC NEW
+$136.8K
8,566
+7%
增持
CI
THE CIGNA GROUP
-$130.5K
6,617
+3%
减持
DIS
DISNEY WALT CO
-$123.2K
4,446
-12%
减持
PDEC
INNOVATOR ETFS TRUST
+$120.3K
94,934
-0%
增持
MAYW
AIM ETF PRODUCTS TRUST
+$120.1K
12,461
+44%
增持
WM
WASTE MGMT INC DEL
+$115.8K
10,216
+4%
减持
SHV
ISHARES TR
-$108.8K
4,211
-19%
增持
FRTY
THE ALGER ETF TRUST
+$104.5K
105,212
+3%
增持
HSY
HERSHEY CO
-$99.1K
8,864
+0%
增持
BX
BLACKSTONE INC
+$96.8K
11,743
+3%
增持
NOC
NORTHROP GRUMMAN CORP
-$95.5K
3,128
+4%
增持
GLD
SPDR GOLD TR
+$93.7K
7,320
+5%
增持
ABBV
ABBVIE INC
+$91.1K
6,678
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$90.8K
16,223
+5%
增持
TSLA
TESLA INC
+$90.3K
2,783
+1%
增持
PJUN
INNOVATOR ETFS TRUST
+$84.7K
45,178
+3%
增持
SGOL
ETFS GOLD TR
+$82.7K
61,209
+5%
增持
MCK
MCKESSON CORP
+$78.8K
1,367
+0%
减持
UMAY
INNOVATOR ETFS TRUST
+$78.7K
61,541
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$78.2K
9,396
+9%
减持
THNQ
EXCHANGE TRADED CONCEPTS TRU
+$77.4K
20,880
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$77.3K
3,659
+0%
增持
DHR
DANAHER CORPORATION
+$76.1K
7,451
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$75.5K
3,373
+4%
增持
TFLO
ISHARES TR
+$74.1K
179,029
+1%
增持
MCD
MCDONALDS CORP
-$74.0K
3,227
+0%
增持
T
AT&T INC
+$70.7K
24,757
+5%
减持
PFEB
INNOVATOR ETFS TRUST
+$70.3K
110,489
-2%
增持
—
LAM RESEARCH CORP
+$66.3K
326
+1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$66.0K
51,126
-0%
增持
MA
MASTERCARD INCORPORATED
+$65.9K
4,561
+4%
增持
ITA
ISHARES TR
+$64.5K
9,629
+4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$60.8K
6,534
+3%
减持
VNLA
JANUS DETROIT STR TR
-$59.3K
9,901
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$58.6K
23,908
+4%
增持
PJUL
INNOVATOR ETFS TRUST
+$58.5K
27,639
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$55.3K
2,161
+4%
增持
PFE
PFIZER INC
+$51.6K
12,398
+13%
增持
IWM
ISHARES TR
+$51.4K
4,221
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$50.3K
28,562
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$49.9K
6,257
+4%
增持
IBB
ISHARES TR
+$49.7K
2,527
+10%
增持
OIH
VANECK ETF TRUST
+$49.6K
3,336
+4%
减持
MDLZ
MONDELEZ INTL INC
-$48.4K
8,889
-0%
增持
CVS
CVS HEALTH CORP
+$48.2K
7,212
+9%
增持
ED
CONSOLIDATED EDISON INC
-$48.2K
8,127
+0%
增持
CL
COLGATE PALMOLIVE CO
+$46.3K
12,547
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.6K
16,773
+0%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$43.6K
29,606
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$43.0K
3,682
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$40.3K
2,250
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$39.1K
6,255
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$38.2K
7,100
+4571%
减持
PAUG
INNOVATOR ETFS TRUST
+$38.0K
20,988
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$37.9K
1,086
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$36.7K
3,105
+4%
增持
O
REALTY INCOME CORP
+$35.9K
29,522
+5%
减持
PJAN
INNOVATOR ETFS TRUST
+$35.9K
37,298
-2%
增持
TXN
TEXAS INSTRS INC
+$35.5K
1,771
+0%
增持
RYLD
GLOBAL X FDS
+$34.7K
17,022
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.7K
3,808
+1%
减持
BAC
BANK AMERICA CORP
+$32.7K
11,195
-0%
减持
USMV
ISHARES TR
+$32.4K
9,469
-0%
减持
CRM
SALESFORCE INC
-$30.4K
2,308
-0%
增持
ROP
ROPER TECHNOLOGIES INC
+$29.8K
600
+0%
减持
PAVE
GLOBAL X FDS
-$28.7K
27,064
-0%
增持
JNJ
JOHNSON & JOHNSON
-$27.7K
12,583
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$27.1K
5,513
-3%
增持
DGRW
WISDOMTREE TR
+$26.0K
4,830
+0%
增持
CALF
PACER FDS TR
-$24.6K
11,065
+0%
减持
PMAR
INNOVATOR ETFS TRUST
+$23.9K
36,592
-3%
增持
MAIN
MAIN STR CAP CORP
+$23.6K
8,541
+5%
