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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 51
减持 50
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$3.0M
30,974
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.7M
3,775
-79%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
9,816
-33%
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。
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$2.3M
0
-100%
清仓
IVE
ISHARES TR
-$2.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$2.1M
5,862
-46%
清仓
LMT
LOCKHEED MARTIN CORP
-$2.1M
0
-100%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$2.1M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$2.0M
0
-100%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.9M
60,638
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
41,851
-48%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.6M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.6M
50,046
-8%
清仓
ITA
ISHARES TR
-$1.5M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.5M
18,485
建仓
FTNT
FORTINET INC
+$1.4M
12,481
增持
USFR
WISDOMTREE TR
+$1.3M
127,620
+26%
清仓
COIN
COINBASE GLOBAL INC
-$1.3M
0
-100%
建仓
NVBW
AIM ETF PRODUCTS TRUST
+$1.3M
41,480
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
16,283
+166%
增持
V
VISA INC
+$1.2M
15,505
+0%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.2M
0
-100%
建仓
AUR
AURORA INNOVATION INC
+$1.2M
114,439
减持
AVGO
BROADCOM INC
+$1.1M
35,304
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
713
-72%
清仓
HYHG
PROSHARES TR
-$1.1M
0
-100%
增持
WMT
WALMART INC
+$1.1M
43,897
+3%
清仓
IWR
ISHARES TR
-$1.1M
0
-100%
建仓
WDAY
WORKDAY INC
+$1.1M
4,219
减持
AAPL
APPLE INC
+$1.1M
63,103
-1%
增持
CRM
SALESFORCE INC
+$1.0M
5,265
+114%
清仓
MU
MICRON TECHNOLOGY INC
-$991.1K
0
-100%
清仓
LQD
ISHARES TR
-$985.8K
0
-100%
建仓
RDDT
REDDIT INC
+$947.7K
4,826
减持
NFLX
NETFLIX INC
+$925.0K
3,425
-10%
增持
COST
COSTCO WHSL CORP NEW
+$922.5K
3,900
+5%
减持
NET
CLOUDFLARE INC
+$891.9K
15,474
-28%
减持
SGOV
ISHARES TR
-$875.9K
91,026
-9%
减持
PAVE
GLOBAL X FDS
-$873.2K
6,458
-77%
清仓
HACK
AMPLIFY ETF TR
-$816.5K
0
-100%
增持
FRTY
THE ALGER ETF TRUST
+$751.2K
162,089
+11%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$744.8K
24,914
-59%
减持
JPM
JPMORGAN CHASE & CO.
+$704.6K
11,516
-2%
增持
ENFR
ALPS ETF TR
+$699.1K
73,533
+29%
减持
GBIL
GOLDMAN SACHS ETF TR
-$698.8K
83,138
-8%
建仓
VST
VISTRA CORP
+$683.7K
4,078
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$668.2K
13,775
+7%
增持
JAAA
JANUS DETROIT STR TR
+$652.8K
59,567
+27%
减持
TTD
THE TRADE DESK INC
-$652.6K
14,879
-9%
增持
JANW
AIM ETF PRODUCTS TRUST
+$620.9K
28,535
+164%
减持
GOOG
ALPHABET INC
+$620.0K
40,692
-2%
建仓
MSTR
MICROSTRATEGY INC
+$596.1K
1,765
增持
IWV
ISHARES TR
+$580.7K
13,433
+7%
减持
PEP
PEPSICO INC
-$578.3K
6,664
-27%
减持
NVDA
NVIDIA CORPORATION
+$551.2K
121,021
-4%
增持
TSLA
TESLA INC
+$537.4K
3,725
+15%
清仓
BIL
SPDR SER TR
-$499.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$480.7K
18,896
-6%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$472.3K
31,786
+6%
增持
GPIX
GOLDMAN SACHS ETF TR
+$461.6K
26,673
+46%
增持
MA
MASTERCARD INCORPORATED
+$459.7K
4,867
+5%
增持
SBUX
STARBUCKS CORP
+$427.0K
20,583
+5%
增持
DHR
DANAHER CORPORATION
-$404.1K
7,891
+4%
增持
ATFV
THE ALGER ETF TRUST
+$400.3K
60,979
+6%
清仓
DGRW
WISDOMTREE TR
-$397.6K
0
-100%
清仓
LRGF
ISHARES TR
-$361.0K
0
-100%
清仓
AMLP
ALPS ETF TR
-$356.9K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$356.1K
5,685
-53%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$326.5K
66,426
+9%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$324.8K
6,780
清仓
VNQ
VANGUARD INDEX FDS
-$321.9K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$310.3K
10,749
+4%
清仓
CALF
PACER FDS TR
-$300.6K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$298.7K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$280.9K
3,394
减持
HSY
HERSHEY CO
-$279.9K
8,860
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$256.6K
17,658
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$255.1K
50,385
+12%
增持
SGOL
ETFS GOLD TR
+$254.4K
66,312
+7%
增持
GLD
SPDR GOLD TR
+$250.5K
7,753
+5%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$247.0K
7,864
增持
IYW
ISHARES TR
+$238.5K
12,939
+3%
减持
HD
HOME DEPOT INC
-$231.3K
9,894
-6%
清仓
CUBE
CUBESMART
-$224.1K
0
-100%
减持
META
META PLATFORMS INC
+$223.9K
12,049
-17%
清仓
TGT
TARGET CORP
-$221.7K
0
-100%
增持
BX
BLACKSTONE INC
+$221.6K
12,178
+2%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$221.1K
5,550
增持
NOC
NORTHROP GRUMMAN CORP
-$220.0K
3,427
+7%
建仓
XLY
SELECT SECTOR SPDR TR
+$217.7K
959
建仓
PSEP
INNOVATOR ETFS TRUST
+$214.0K
5,357
清仓
IRM
IRON MTN INC DEL
-$213.6K
0
-100%
清仓
CSX
CSX CORP
-$213.1K
0
-100%
建仓
CSCO
CISCO SYS INC
+$212.0K
3,268
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$209.7K
159
清仓
IGM
ISHARES TR
-$208.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$206.7K
15,118
+5%
清仓
PM
PHILIP MORRIS INTL INC
-$206.1K
0
-100%
减持
USMV
ISHARES TR
-$205.4K
6,976
-26%
减持
ABT
ABBOTT LABS
+$204.9K
12,536
-2%
建仓
SCHG
SCHWAB STRATEGIC TR
+$203.4K
7,028
减持
KO
COCA COLA CO
-$203.1K
244,781
-0%
清仓
PFE
PFIZER INC
-$203.0K
0
-100%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$201.7K
6,492
增持
CI
THE CIGNA GROUP
-$197.3K
7,067
+6%
增持
GCOR
GOLDMAN SACHS ETF TR
+$195.4K
55,150
+12%
增持
SPG
SIMON PPTY GROUP INC NEW
+$188.2K
8,880
+3%
减持
JNJ
JOHNSON & JOHNSON
-$188.1K
11,797
-7%
减持
QYLD
GLOBAL X FDS
-$185.0K
63,897
-17%
减持
GOOGL
ALPHABET INC
+$179.8K
14,113
-4%
增持
PNOV
INNOVATOR ETFS TRUST
+$178.4K
39,178
+8%
减持
AXON
AXON ENTERPRISE INC
+$167.8K
686
-4%
增持
MSFT
MICROSOFT CORP
-$166.0K
32,690
+0%
减持
CL
COLGATE PALMOLIVE CO
-$161.4K
12,145
-0%
减持
UMAY
INNOVATOR ETFS TRUST
-$156.1K
51,903
-12%
增持
MAIN
MAIN STR CAP CORP
+$154.6K
9,511
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$153.0K
14,949
-15%
减持
VPU
VANGUARD WORLD FD
-$150.8K
9,927
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$150.6K
64,520
+5%
减持
MDLZ
MONDELEZ INTL INC
-$147.7K
8,252
-10%
增持
O
REALTY INCOME CORP
-$146.0K
31,592
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$142.6K
2,409
+8%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$141.5K
8,365
+40%
减持
CVX
CHEVRON CORP NEW
-$140.1K
87,600
-3%
增持
TFLO
ISHARES TR
+$140.1K
235,027
+1%
清仓
MORT
VANECK ETF TRUST
-$137.5K
0
-100%
减持
MCK
MCKESSON CORP
+$136.9K
1,350
-1%
减持
NOBL
PROSHARES TR
-$134.4K
7,319
-12%
增持
SMH
VANECK ETF TRUST
+$131.6K
13,950
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$130.3K
28,695
+75%
减持
MRK
MERCK & CO INC
-$128.9K
2,594
-17%
减持
NOW
SERVICENOW INC
+$124.8K
1,983
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$121.8K
792
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$118.0K
3,329
+5%
增持
QCOM
QUALCOMM INC
+$118.0K
9,330
+5%
增持
AMGN
AMGEN INC
-$117.2K
6,893
+3%
减持
IYG
ISHARES TR
-$115.8K
7,073
-29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$115.4K
10,861
-15%
增持
XYLD
GLOBAL X FDS
+$111.1K
32,542
+5%
增持
HON
HONEYWELL INTL INC
+$108.7K
8,477
+7%
增持
LLY
ELI LILLY & CO
-$108.1K
2,975
+3%
减持
NEAR
ISHARES U S ETF TR
-$105.8K
44,494
-4%
减持
PG
PROCTER AND GAMBLE CO
-$103.4K
4,955
-8%
减持
CAG
CONAGRA BRANDS INC
-$99.6K
25,411
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$96.8K
4,007
+0%
增持
BAC
BANK AMERICA CORP
+$95.0K
13,812
+0%
减持
CLIP
GLOBAL X FDS
-$95.0K
9,277
-9%
减持
LW
LAMB WESTON HLDGS INC
-$92.4K
9,316
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$89.8K
3,657
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$87.9K
2,074
-20%
