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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 38
减持 92
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$4.9M
108,896
-10%
减持
AVGO
BROADCOM INC
-$4.3M
23,564
-33%
减持
AAPL
APPLE INC
-$3.4M
54,276
-14%
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
USFR
WISDOMTREE TR
+$3.3M
193,327
+51%
减持
META
META PLATFORMS INC
-$3.2M
9,664
-20%
减持
AMZN
AMAZON COM INC
-$3.0M
43,985
-12%
建仓
IGV
ISHARES TR
+$2.9M
32,622
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.4M
30,238
-28%
减持
MSFT
MICROSOFT CORP
-$2.2M
29,152
-11%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.2M
105,692
+27%
减持
GOOG
ALPHABET INC
-$2.0M
35,468
-13%
减持
PANW
PALO ALTO NETWORKS INC
-$1.9M
22,816
-20%
减持
DHR
DANAHER CORPORATION
-$1.4M
1,105
-86%
减持
NET
CLOUDFLARE INC
-$1.3M
11,714
-24%
减持
HD
HOME DEPOT INC
-$1.2M
7,826
-21%
清仓
TTD
THE TRADE DESK INC
-$1.2M
0
-100%
减持
WMT
WALMART INC
-$1.2M
38,068
-13%
减持
NFLX
NETFLIX INC
-$1.2M
2,687
-22%
减持
IWV
ISHARES TR
-$1.1M
11,142
-17%
减持
V
VISA INC
-$1.1M
12,711
-18%
减持
FRTY
THE ALGER ETF TRUST
-$1.1M
139,720
-14%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
3,787
+378%
建仓
ANET
ARISTA NETWORKS INC
+$996.5K
12,761
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$986.9K
8,939
-41%
清仓
RDDT
REDDIT INC
-$947.7K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$895.2K
86,545
-1%
建仓
COIN
COINBASE GLOBAL INC
+$860.5K
4,963
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$819.3K
11,194
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$818.9K
9,223
-6%
减持
COST
COSTCO WHSL CORP NEW
-$768.9K
3,578
-8%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$767.4K
23,020
-28%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$710.3K
27,019
-13%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$677.5K
45,693
-25%
减持
MA
MASTERCARD INCORPORATED
-$610.1K
3,905
-20%
减持
SBUX
STARBUCKS CORP
-$600.5K
17,454
-15%
减持
BX
BLACKSTONE INC
-$587.3K
10,046
-18%
增持
CLIP
GLOBAL X FDS
+$559.3K
14,883
+60%
减持
ATFV
THE ALGER ETF TRUST
-$555.3K
51,575
-15%
减持
KO
COCA COLA CO
+$547.5K
243,096
-1%
增持
LLY
ELI LILLY & CO
+$543.3K
3,760
+26%
减持
UBER
UBER TECHNOLOGIES INC
-$536.5K
12,854
-30%
减持
NOW
SERVICENOW INC
-$531.6K
1,768
-11%
减持
FTNT
FORTINET INC
-$515.9K
9,108
-27%
减持
WM
WASTE MGMT INC DEL
-$512.7K
8,310
-23%
减持
—
EATON CORP PLC
-$511.6K
7,467
-10%
减持
AUR
AURORA INNOVATION INC
-$507.7K
98,625
-14%
增持
SMH
VANECK ETF TRUST
-$505.5K
14,260
+2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$500.1K
6,894
-22%
减持
GOOGL
ALPHABET INC
-$493.3K
13,494
-4%
减持
CNEQ
THE ALGER ETF TRUST
-$485.7K
33,861
-25%
减持
QCOM
QUALCOMM INC
-$482.2K
7,367
-21%
减持
CRM
SALESFORCE INC
-$446.9K
4,722
-10%
减持
FLOT
ISHARES TR
-$410.6K
171,128
-4%
减持
QQQ
INVESCO QQQ TR
-$405.7K
5,828
-1%
建仓
YOU
CLEAR SECURE INC
+$403.5K
15,978
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$397.3K
4,595
-20%
增持
JPM
JPMORGAN CHASE & CO.
-$385.1K
11,520
+0%
减持
SGOV
ISHARES TR
-$362.5K
87,552
-4%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$360.2K
14,229
-19%
减持
IYW
ISHARES TR
-$350.2K
12,704
-2%
减持
LOW
LOWES COS INC
-$337.2K
6,511
-12%
减持
WDAY
WORKDAY INC
-$332.5K
3,220
-24%
减持
JNJ
JOHNSON & JOHNSON
-$326.4K
9,726
-18%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$324.8K
0
-100%
减持
ABBV
ABBVIE INC
-$320.5K
5,083
-29%
减持
ADBE
ADOBE INC
-$302.6K
1,206
-27%
建仓
TBIL
RBB FD INC
+$268.5K
5,388
清仓
AXP
AMERICAN EXPRESS CO
-$264.6K
0
-100%
清仓
KR
KROGER CO
-$262.4K
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$238.3K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$229.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$228.5K
4,047
+1%
减持
AMGN
AMGEN INC
-$224.1K
5,777
-16%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$221.1K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$217.7K
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$216.4K
0
-100%
清仓
MRK
MERCK & CO INC
-$215.4K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$209.5K
3,198
-4%
建仓
BAR
GRANITESHARES GOLD TR
+$206.2K
6,715
减持
CI
THE CIGNA GROUP
-$203.6K
5,622
-20%
清仓
SCHG
SCHWAB STRATEGIC TR
-$203.4K
0
-100%
增持
TSLA
TESLA INC
-$201.7K
4,089
+10%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$201.7K
0
-100%
增持
VST
VISTRA CORP
-$185.0K
4,106
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$183.9K
2,285
-5%
增持
GLD
SPDR GOLD TR
+$183.9K
7,834
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$182.2K
69,514
+5%
减持
O
REALTY INCOME CORP
-$175.4K
27,244
-14%
减持
GPIX
GOLDMAN SACHS ETF TR
-$174.5K
25,336
-5%
减持
NEAR
ISHARES U S ETF TR
-$169.6K
41,044
-8%
增持
SGOL
ETFS GOLD TR
+$164.8K
67,018
+1%
减持
PDEC
INNOVATOR ETFS TRUST
-$155.5K
91,815
-0%
减持
TFLO
ISHARES TR
-$147.9K
232,610
-1%
减持
PAPR
INNOVATOR ETFS TRUST
-$145.2K
69,311
-0%
减持
GSC
GOLDMAN SACHS ETF TR
-$145.1K
16,360
-7%
增持
WFC
WELLS FARGO CO NEW
-$133.9K
14,848
+0%
减持
AXON
AXON ENTERPRISE INC
-$113.1K
660
-4%
增持
MCK
MCKESSON CORP
+$109.1K
1,352
+0%
增持
FEBW
AIM ETF PRODUCTS TRUST
+$107.8K
11,644
+48%
减持
MCD
MCDONALDS CORP
-$107.7K
2,598
-13%
减持
DIS
DISNEY WALT CO
-$99.3K
2,824
-17%
减持
MAIN
MAIN STR CAP CORP
-$97.7K
8,513
-10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$95.4K
2,436
-3%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$95.1K
6,287
-1%
增持
JAAA
JANUS DETROIT STR TR
+$94.8K
61,883
+4%
减持
UDEC
INNOVATOR ETFS TRUST
-$93.8K
44,469
-1%
增持
PCAR
PACCAR INC
-$90.1K
11,362
+0%
增持
CL
COLGATE PALMOLIVE CO
+$88.7K
12,147
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$85.5K
3,408
-7%
增持
QYLD
GLOBAL X FDS
-$81.3K
67,037
+5%
增持
—
ACCENTURE PLC IRELAND
-$78.5K
1,100
+1%
清仓
QBTS
D-WAVE QUANTUM INC
-$77.1K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$74.9K
14,285
-4%
增持
BAC
BANK AMERICA CORP
-$74.8K
13,860
+0%
减持
FSK
FS KKR CAP CORP
-$73.9K
28,161
-1%
减持
PJAN
INNOVATOR ETFS TRUST
-$73.9K
32,563
-1%
减持
PAVE
GLOBAL X FDS
-$68.8K
5,337
-17%
减持
HON
HONEYWELL INTL INC
-$68.7K
7,776
-8%
减持
MSTR
MICROSTRATEGY INC
-$68.2K
1,751
-1%
减持
PJUN
INNOVATOR ETFS TRUST
-$67.6K
44,727
-1%
减持
NPO
ENPRO INC
-$65.7K
1,455
-6%
减持
EMN
EASTMAN CHEM CO
-$64.6K
3,913
-3%
增持
GCOR
GOLDMAN SACHS ETF TR
+$62.8K
56,004
+2%
减持
XLE
SELECT SECTOR SPDR TR
+$61.0K
26,264
-1%
增持
XYLD
GLOBAL X FDS
-$58.8K
33,780
+4%
增持
ENFR
ALPS ETF TR
+$55.7K
73,761
+0%
增持
MGK
VANGUARD WORLD FD
-$54.2K
1,168
+0%
减持
AMT
AMERICAN TOWER CORP NEW
+$53.8K
2,166
-2%
减持
PAUG
INNOVATOR ETFS TRUST
-$52.6K
20,756
-2%
增持
GD
GENERAL DYNAMICS CORP
+$50.9K
1,511
+1%
减持
UNP
UNION PAC CORP
-$50.8K
1,401
-8%
增持
VXF
VANGUARD INDEX FDS
-$46.2K
1,767
+0%
减持
ABT
ABBOTT LABS
-$45.9K
12,078
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$45.6K
3,734
-1%
增持
IYG
ISHARES TR
-$43.0K
7,077
+0%
减持
RIO
RIO TINTO PLC
-$40.9K
7,046
-4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$40.8K
28,497
+75%
减持
JANW
AIM ETF PRODUCTS TRUST
-$40.5K
28,212
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$40.3K
10,547
+5%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$38.1K
10,400
+24%
增持
NRG
NRG ENERGY INC
-$37.7K
3,776
+0%
增持
PGR
PROGRESSIVE CORP
+$36.1K
1,580
+0%
减持
RYLD
GLOBAL X FDS
-$36.1K
15,424
-4%
减持
IYJ
ISHARES TR
-$35.7K
3,825
-0%
增持
PG
PROCTER AND GAMBLE CO
+$32.5K
4,956
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$31.7K
1,141
+2%
减持
T
AT&T INC
-$31.5K
20,101
-14%
减持
NOC
NORTHROP GRUMMAN CORP
-$31.4K
2,882
-16%
增持
CAG
CONAGRA BRANDS INC
+$30.1K
25,415
+0%
增持
LRCX
LAM RESEARCH CORP
-$29.2K
3,470
+2%
