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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 91
减持 37
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
APP
APPLOVIN CORP
+$3.0M
4,388
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.9M
87,423
-25%
增持
TFLO
ISHARES TR
+$2.0M
338,865
+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。
减持
AAPL
APPLE INC
+$1.9M
54,941
-4%
减持
SGOV
ISHARES TR
-$1.9M
99,768
-15%
增持
GOOG
ALPHABET INC
+$1.8M
32,521
+1%
建仓
IVES
WEDBUSH SER TR
+$1.7M
52,329
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$1.6M
0
-100%
清仓
GTLB
GITLAB INC
-$1.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
109,739
-3%
增持
SMR
NUSCALE PWR CORP
+$1.2M
42,040
+372%
减持
KO
COCA COLA CO
-$1.1M
243,112
-0%
增持
AVGO
BROADCOM INC
+$995.6K
18,241
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$976.4K
30,811
-2%
增持
LLY
ELI LILLY & CO
+$785.2K
3,355
+32%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$778.0K
19,047
+107%
增持
GPIX
GOLDMAN SACHS ETF TR
+$714.8K
42,618
+43%
增持
SMH
VANECK ETF TRUST
+$685.5K
12,864
+2%
增持
ORCL
ORACLE CORP
+$595.1K
11,631
+3%
增持
VRT
VERTIV HOLDINGS CO
+$576.9K
16,504
+2%
减持
GOOGL
ALPHABET INC
+$559.9K
11,570
-3%
增持
CEG
CONSTELLATION ENERGY CORP
+$549.4K
6,146
+23%
减持
FLOT
ISHARES TR
-$543.6K
148,971
-6%
增持
IGV
ISHARES TR
+$541.0K
30,025
+14%
增持
CNEQ
THE ALGER ETF TRUST
+$517.8K
88,132
+3%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$481.1K
22,069
+65%
增持
FRTY
THE ALGER ETF TRUST
+$443.2K
119,899
+2%
减持
V
VISA INC
-$437.8K
10,750
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$427.4K
3,591
+1%
建仓
DDFL
INNOVATOR ETFS TRUST
+$425.4K
21,039
增持
JAAA
JANUS DETROIT STR TR
+$423.6K
26,490
+46%
增持
GLD
SPDR GOLD TR
+$417.9K
8,010
+4%
清仓
GSC
GOLDMAN SACHS ETF TR
-$416.8K
0
-100%
建仓
D
DOMINION ENERGY INC
+$409.7K
6,708
减持
CL
COLGATE PALMOLIVE CO
-$402.1K
8,373
-31%
增持
AUGW
AIM ETF PRODUCTS TRUST
+$400.1K
43,132
+37%
增持
PANW
PALO ALTO NETWORKS INC
+$383.4K
23,938
+4%
增持
CRCL
CIRCLE INTERNET GROUP INC
-$365.7K
9,471
+22%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$359.9K
4,479
+14%
增持
HD
HOME DEPOT INC
+$350.3K
7,774
+4%
减持
CVX
CHEVRON CORP NEW
+$344.4K
85,777
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$341.7K
17,845
+1%
增持
CVE
CENOVUS ENERGY INC
+$337.4K
99,749
+6%
增持
MRK
MERCK & CO INC
+$332.9K
26,325
+5%
减持
PCAR
PACCAR INC
-$319.9K
7,635
-33%
增持
JSI
JANUS DETROIT STR TR
+$308.0K
56,110
+12%
增持
NOC
NORTHROP GRUMMAN CORP
+$304.0K
2,959
+3%
增持
MSFT
MICROSOFT CORP
+$303.7K
30,476
+1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$302.3K
0
-100%
增持
NET
CLOUDFLARE INC
+$300.6K
12,990
+0%
建仓
NNN
NNN REIT INC
+$299.9K
7,031
增持
UBER
UBER TECHNOLOGIES INC
+$291.0K
24,193
+10%
增持
SGOL
ETFS GOLD TR
+$287.8K
67,192
+0%
增持
TEAM
ATLASSIAN CORPORATION
-$278.1K
7,107
+3%
清仓
—
ACCENTURE PLC IRELAND
-$275.3K
0
-100%
减持
USFR
WISDOMTREE TR
-$273.9K
190,773
-2%
增持
VPU
VANGUARD WORLD FD
+$272.3K
10,035
+12%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$271.9K
8,666
增持
IYW
ISHARES TR
+$266.3K
10,707
+4%
减持
ABT
ABBOTT LABS
-$264.8K
8,871
-23%
增持
ATFV
THE ALGER ETF TRUST
+$264.2K
36,851
+6%
增持
IWV
ISHARES TR
+$259.2K
8,019
+3%
增持
WMT
WALMART INC
+$258.6K
35,815
+2%
建仓
QXO
QXO INC
+$258.5K
13,485
增持
GS
GOLDMAN SACHS GROUP INC
+$252.3K
2,951
+2%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$251.5K
18,213
+52%
减持
QQQ
INVESCO QQQ TR
+$249.4K
7,645
-1%
建仓
NLR
VANECK ETF TRUST
+$241.7K
1,719
减持
TSLA
TESLA INC
+$239.0K
3,358
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$237.5K
2,655
-20%
增持
CLIP
GLOBAL X FDS
+$234.3K
21,961
+12%
增持
XLE
SELECT SECTOR SPDR TR
+$233.9K
25,336
+8%
增持
AMZN
AMAZON COM INC
-$232.6K
36,331
+0%
建仓
CMI
CUMMINS INC
+$228.7K
533
增持
LOW
LOWES COS INC
+$219.0K
6,995
+3%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$218.8K
3,363
清仓
IONS
IONIS PHARMACEUTICALS INC
-$215.2K
0
-100%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$215.1K
4,916
+9%
增持
VST
VISTRA CORP
+$214.2K
11,233
+2%
增持
ENFR
ALPS ETF TR
+$212.2K
100,369
+4%
增持
DOV
DOVER CORP
-$209.1K
10,540
+1%
建仓
IBB
ISHARES TR
+$208.9K
1,407
建仓
SCHG
SCHWAB STRATEGIC TR
+$203.9K
6,342
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$203.5K
4,117
建仓
SPDW
SPDR INDEX SHS FDS
+$202.7K
4,699
建仓
NVO
NOVO-NORDISK A S
+$201.9K
3,445
减持
SPY
SPDR S&P 500 ETF TR
+$201.9K
8,354
-2%
清仓
EMR
EMERSON ELEC CO
-$201.6K
0
-100%
增持
VMC
VULCAN MATLS CO
+$197.9K
3,958
+5%
增持
INTC
INTEL CORP
+$191.4K
13,674
+1%
增持
TMUS
T-MOBILE US INC
+$184.9K
5,731
+17%
增持
UTG
REAVES UTIL INCOME FD
+$179.9K
18,246
+24%
增持
FSK
FS KKR CAP CORP
-$179.2K
29,336
+4%
增持
FTNT
FORTINET INC
-$178.8K
19,000
+12%
增持
QCOM
QUALCOMM INC
+$170.2K
12,500
+3%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$163.6K
86,432
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$163.2K
2,286
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$157.2K
15,040
+4%
减持
BABA
ALIBABA GROUP HLDG LTD
+$148.5K
2,210
-1%
增持
NFLX
NETFLIX INC
-$141.8K
2,766
+2%
增持
LRCX
LAM RESEARCH CORP
+$139.9K
2,944
+4%
减持
PDEC
INNOVATOR ETFS TRUST
+$127.7K
86,973
-0%
增持
META
META PLATFORMS INC
+$118.8K
8,755
+1%
增持
JNJ
JOHNSON & JOHNSON
+$117.9K
4,895
+2%
减持
ITW
ILLINOIS TOOL WKS INC
-$114.7K
1,753
-21%
增持
O
REALTY INCOME CORP
+$112.8K
27,804
+1%
增持
SBUX
STARBUCKS CORP
-$111.5K
20,642
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$109.8K
8,451
+4%
减持
RIO
RIO TINTO PLC
-$109.7K
4,034
-33%
减持
PAUG
INNOVATOR ETFS TRUST
-$108.8K
15,324
-17%
增持
BAC
BANK AMERICA CORP
+$106.1K
15,250
+10%
减持
ADBE
ADOBE INC
-$104.9K
949
-20%
增持
PFE
PFIZER INC
+$102.3K
15,852
+20%
增持
HSY
HERSHEY CO
+$98.3K
8,861
+0%
减持
PFEB
INNOVATOR ETFS TRUST
+$91.8K
99,029
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$90.3K
3,220
-36%
减持
XYLD
GLOBAL X FDS
-$89.1K
26,071
-9%
减持
QYLD
GLOBAL X FDS
-$88.9K
49,474
-12%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$84.3K
1,735
+6%
增持
ABBV
ABBVIE INC
+$83.2K
1,559
+1%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$82.5K
18,611
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$79.9K
2,189
-0%
减持
MAIN
MAIN STR CAP CORP
-$79.4K
7,824
-13%
减持
TGT
TARGET CORP
-$77.0K
2,870
-12%
增持
HON
HONEYWELL INTL INC
-$76.2K
7,892
+8%
减持
MO
ALTRIA GROUP INC
+$73.0K
10,954
-0%
增持
IYF
ISHARES TR
+$70.1K
11,226
+4%
减持
ANET
ARISTA NETWORKS INC
+$69.0K
2,690
-5%
增持
MCK
MCKESSON CORP
+$67.5K
1,353
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$65.5K
3,694
+0%
增持
CRWV
COREWEAVE INC
+$63.2K
3,320
+8%
增持
AMGN
AMGEN INC
+$61.3K
8,899
+2%
增持
MDLZ
MONDELEZ INTL INC
-$61.1K
7,895
+0%
增持
IYJ
ISHARES TR
+$60.8K
18,348
+2%
增持
PTLC
PACER FDS TR
+$59.6K
5,176
+19%
增持
NOW
SERVICENOW INC
-$57.3K
2,829
+3%
增持
CAT
CATERPILLAR INC
+$57.2K
743
+1%
增持
OKE
ONEOK INC NEW
-$55.6K
7,873
+2%
减持
TXN
TEXAS INSTRS INC
-$54.7K
1,623
-0%
增持
MCD
MCDONALDS CORP
+$54.3K
2,391
+7%
增持
GD
GENERAL DYNAMICS CORP
+$53.9K
1,188
+1%
减持
SHV
ISHARES TR
-$53.7K
6,330
-7%
增持
—
EXXON MOBIL CORP
+$52.5K
16,863
+0%
减持
AUR
AURORA INNOVATION INC
-$51.7K
43,858
-2%
增持
PGR
PROGRESSIVE CORP
+$48.1K
1,055
+24%
增持
CRM
SALESFORCE INC
-$47.2K
2,654
+3%
增持
VNLA
JANUS DETROIT STR TR
+$47.0K
11,359
+9%
减持
PJUN
INNOVATOR ETFS TRUST
+$45.5K
44,927
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$45.2K
6,359
+5%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$42.3K
26,709
+10%
