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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 46
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$7.6M
112,830
+4%
增持
MSFT
MICROSOFT CORP
+$4.3M
30,221
+4%
增持
TFLO
ISHARES TR
+$3.4M
298,481
+28%
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
SGOV
ISHARES TR
+$3.1M
117,994
+35%
建仓
ORCL
ORACLE CORP
+$2.8M
11,271
建仓
JSI
JANUS DETROIT STR TR
+$2.6M
49,925
增持
JPM
JPMORGAN CHASE & CO.
+$2.3M
17,607
+53%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
31,404
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.2M
20,428
-68%
减持
JAAA
JANUS DETROIT STR TR
-$2.2M
18,091
-71%
增持
IYJ
ISHARES TR
+$2.1M
18,059
+372%
建仓
VRT
VERTIV HOLDINGS CO
+$2.1M
16,243
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.0M
2,880
建仓
MRK
MERCK & CO INC
+$2.0M
25,125
建仓
DOV
DOVER CORP
+$2.0M
10,426
增持
CNEQ
THE ALGER ETF TRUST
+$1.8M
85,622
+153%
减持
MA
MASTERCARD INCORPORATED
-$1.8M
670
-83%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$1.8M
18,435
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$1.7M
7,735
增持
QQQ
INVESCO QQQ TR
+$1.6M
7,740
+33%
减持
CVX
CHEVRON CORP NEW
-$1.6M
85,798
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6M
44,559
+458%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.6M
5,005
增持
VST
VISTRA CORP
+$1.6M
11,002
+168%
增持
—
EATON CORP PLC
+$1.4M
9,243
+24%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.4M
5,022
-82%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
14,458
+29%
建仓
TEAM
ATLASSIAN CORPORATION
+$1.3M
6,911
建仓
CVE
CENOVUS ENERGY INC
+$1.3M
94,079
建仓
IYF
ISHARES TR
+$1.3M
10,808
建仓
GTLB
GITLAB INC
+$1.3M
28,609
减持
AVGO
BROADCOM INC
+$1.3M
18,159
-23%
增持
NET
CLOUDFLARE INC
+$1.2M
12,943
+10%
增持
NOW
SERVICENOW INC
+$1.2M
2,739
+55%
减持
PAPR
INNOVATOR ETFS TRUST
-$1.2M
34,579
-50%
建仓
TMUS
T-MOBILE US INC
+$1.1M
4,885
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
50,447
-27%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.1M
116,622
+10%
减持
LLY
ELI LILLY & CO
-$1.1M
2,542
-32%
增持
UBER
UBER TECHNOLOGIES INC
+$1.1M
22,083
+72%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.0M
4,496
建仓
VMC
VULCAN MATLS CO
+$1.0M
3,760
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$971.9K
83,580
+209%
增持
FTNT
FORTINET INC
+$929.6K
16,926
+86%
增持
NFLX
NETFLIX INC
+$874.9K
2,719
+1%
减持
BX
BLACKSTONE INC
-$826.1K
3,529
-65%
增持
QCOM
QUALCOMM INC
+$816.1K
12,159
+65%
增持
AMGN
AMGEN INC
+$788.2K
8,708
+51%
减持
SPG
SIMON PPTY GROUP INC NEW
-$778.1K
2,223
-68%
减持
ABBV
ABBVIE INC
-$768.2K
1,549
-70%
清仓
WDAY
WORKDAY INC
-$756.3K
0
-100%
减持
IWV
ISHARES TR
-$755.1K
7,773
-30%
减持
JNJ
JOHNSON & JOHNSON
-$724.0K
4,811
-51%
增持
PANW
PALO ALTO NETWORKS INC
+$710.5K
22,918
+0%
减持
ANET
ARISTA NETWORKS INC
-$679.6K
2,821
-78%
减持
SMH
VANECK ETF TRUST
+$652.0K
12,563
-12%
减持
CRM
SALESFORCE INC
-$592.3K
2,579
-45%
增持
ENFR
ALPS ETF TR
+$589.9K
96,186
+30%
减持
FLOT
ISHARES TR
-$578.1K
159,273
-7%
减持
META
META PLATFORMS INC
+$556.6K
8,709
-10%
建仓
UTG
REAVES UTIL INCOME FD
+$548.6K
14,736
清仓
MSTR
MICROSTRATEGY INC
-$527.9K
0
-100%
减持
GOOG
ALPHABET INC
+$508.6K
32,244
-9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$508.3K
3,921
+4%
建仓
SPBW
AIM ETF PRODUCTS TRUST
+$507.6K
19,360
减持
COIN
COINBASE GLOBAL INC
-$484.4K
885
-82%
增持
CLIP
GLOBAL X FDS
+$474.6K
19,581
+32%
减持
XLE
SELECT SECTOR SPDR TR
-$440.5K
23,561
-10%
建仓
SMR
NUSCALE PWR CORP
+$416.8K
8,906
建仓
CRWV
COREWEAVE INC
+$393.9K
3,070
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$391.8K
3,685
-9%
减持
AUR
AURORA INNOVATION INC
-$372.8K
44,948
-54%
减持
CI
THE CIGNA GROUP
-$370.2K
5,061
-10%
清仓
NRG
NRG ENERGY INC
-$367.1K
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$363.1K
50,024
+9%
减持
GSC
GOLDMAN SACHS ETF TR
-$350.1K
8,152
-50%
清仓
EMN
EASTMAN CHEM CO
-$343.3K
0
-100%
建仓
XJUN
FIRST TR EXCHNG TRADED FD VI
+$340.2K
8,218
建仓
TGT
TARGET CORP
+$334.0K
3,252
增持
GPIX
GOLDMAN SACHS ETF TR
+$325.9K
29,782
+18%
建仓
PFE
PFIZER INC
+$323.4K
13,220
清仓
SHM
SPDR SER TR
-$304.7K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$283.6K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$281.5K
2,061
-55%
增持
SHV
ISHARES TR
+$275.3K
6,808
+58%
清仓
IBB
ISHARES TR
-$275.0K
0
-100%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$273.7K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$272.0K
1,641
-28%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$269.6K
2,235
增持
KO
COCA COLA CO
-$269.2K
243,127
+0%
清仓
NNN
NNN REIT INC
-$254.7K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$248.0K
360
建仓
SCHD
SCHWAB STRATEGIC TR
+$247.6K
9,146
减持
—
EXXON MOBIL CORP
-$239.9K
16,836
-4%
减持
PGR
PROGRESSIVE CORP
-$239.9K
852
-46%
减持
V
VISA INC
-$235.1K
11,756
-8%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$233.4K
5,617
减持
COST
COSTCO WHSL CORP NEW
-$229.9K
3,349
-6%
清仓
YUM
YUM BRANDS INC
-$225.7K
0
-100%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$225.3K
6,709
减持
XYLD
GLOBAL X FDS
-$219.9K
28,771
-15%
减持
SPY
SPDR S&P 500 ETF TR
+$217.3K
8,531
-8%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$215.2K
5,122
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$213.2K
9,183
-35%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$211.0K
13,343
+28%
建仓
XLY
SELECT SECTOR SPDR TR
+$209.6K
936
建仓
IGM
ISHARES TR
+$207.9K
1,800
建仓
DECW
AIM ETF PRODUCTS TRUST
+$207.6K
6,492
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$206.4K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$202.0K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$201.6K
1,398
减持
CAG
CONAGRA BRANDS INC
-$196.6K
25,213
-1%
增持
SBUX
STARBUCKS CORP
+$186.3K
20,339
+17%
减持
QYLD
GLOBAL X FDS
-$186.2K
55,973
-17%
增持
SGOL
ETFS GOLD TR
+$182.8K
67,155
+0%
减持
WM
WASTE MGMT INC DEL
-$172.4K
7,787
-6%
减持
GLD
SPDR GOLD TR
+$166.5K
7,725
-1%
减持
OKE
ONEOK INC NEW
-$163.7K
7,736
-3%
减持
ABT
ABBOTT LABS
-$152.7K
11,551
-4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$152.6K
21,228
-8%
增持
WFC
WELLS FARGO CO NEW
+$150.9K
14,873
+0%
减持
MCD
MCDONALDS CORP
-$149.0K
2,233
-14%
增持
PJUN
INNOVATOR ETFS TRUST
+$148.7K
45,035
+1%
增持
AAPL
APPLE INC
+$148.5K
57,286
+6%
减持
AMZN
AMAZON COM INC
-$148.0K
36,244
-18%
减持
AMD
ADVANCED MICRO DEVICES INC
+$145.9K
3,315
-11%
减持
GOOGL
ALPHABET INC
+$140.6K
11,919
-12%
减持
AXON
AXON ENTERPRISE INC
+$137.8K
659
-0%
减持
TSLA
TESLA INC
+$134.2K
3,820
-7%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$133.7K
3,282
-2%
增持
USFR
WISDOMTREE TR
+$133.6K
195,521
+1%
减持
HD
HOME DEPOT INC
-$129.3K
7,466
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$103.7K
3,545
+11%
增持
MAYW
AIM ETF PRODUCTS TRUST
+$101.6K
14,927
+20%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$101.0K
20,798
-20%
减持
ROK
ROCKWELL AUTOMATION INC
+$96.0K
1,015
-1%
减持
PG
PROCTER AND GAMBLE CO
-$94.7K
4,784
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$92.3K
1,253
+10%
增持
MAIN
MAIN STR CAP CORP
+$91.5K
8,943
+5%
减持
PMAY
INNOVATOR ETFS TRUST
+$88.8K
85,650
-3%
增持
BAC
BANK AMERICA CORP
+$88.8K
13,901
+0%
减持
HON
HONEYWELL INTL INC
+$88.3K
7,329
-6%
增持
GCOR
GOLDMAN SACHS ETF TR
+$86.8K
58,350
+4%
减持
ATFV
THE ALGER ETF TRUST
-$85.7K
34,919
-32%
增持
NEAR
ISHARES U S ETF TR
+$84.9K
42,493
+4%
减持
FEBW
AIM ETF PRODUCTS TRUST
-$83.2K
8,423
-28%
增持
MGK
VANGUARD WORLD FD
+$77.8K
1,169
+0%
减持
T
AT&T INC
-$77.6K
18,062
-10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$76.1K
12,866
-10%
增持
CL
COLGATE PALMOLIVE CO
-$73.6K
12,159
+0%
