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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 66
减持 45
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.4M
29,970
-2%
减持
TFLO
ISHARES TR
-$2.9M
281,038
-17%
增持
USFR
WISDOMTREE TR
+$2.9M
248,052
+30%
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
ARKB
ARK 21SHARES BITCOIN ETF
-$2.8M
24,951
-71%
减持
KO
COCA COLA CO
+$2.6M
242,340
-0%
减持
GOOG
ALPHABET INC
+$2.4M
30,559
-6%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.3M
50,039
增持
OKE
ONEOK INC NEW
+$2.2M
36,216
+360%
增持
GPIX
GOLDMAN SACHS ETF TR
+$2.0M
81,012
+90%
减持
VST
VISTRA CORP
-$2.0M
1,916
-83%
建仓
APD
AIR PRODS & CHEMS INC
+$1.8M
6,675
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$1.8M
0
-100%
增持
TSLA
TESLA INC
+$1.8M
7,950
+137%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$1.8M
56,887
+158%
减持
CVX
CHEVRON CORP NEW
+$1.8M
85,014
-1%
清仓
DOV
DOVER CORP
-$1.8M
0
-100%
建仓
GEV
GE VERNOVA INC
+$1.7M
2,215
增持
CRWV
COREWEAVE INC
+$1.7M
25,153
+658%
建仓
ITA
ISHARES TR
+$1.6M
7,119
清仓
SMR
NUSCALE PWR CORP
-$1.6M
0
-100%
清仓
FTNT
FORTINET INC
-$1.6M
0
-100%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$1.6M
53,507
减持
SBUX
STARBUCKS CORP
-$1.6M
2,588
-87%
建仓
CIEN
CIENA CORP
+$1.5M
5,636
减持
FLOT
ISHARES TR
-$1.5M
119,178
-20%
建仓
COHR
COHERENT CORP
+$1.5M
6,699
清仓
CRCL
CIRCLE INTERNET GROUP INC
-$1.4M
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$1.3M
0
-100%
增持
ORCL
ORACLE CORP
-$1.3M
13,321
+15%
减持
SGOV
ISHARES TR
-$1.2M
87,651
-12%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
109,407
-0%
增持
NVBW
AIM ETF PRODUCTS TRUST
+$1.2M
74,803
+80%
清仓
TEAM
ATLASSIAN CORPORATION
-$1.1M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$1.0M
24,143
+1%
建仓
DDFO
INNOVATOR ETFS TRUST
+$996.2K
45,981
增持
APP
APPLOVIN CORP
-$979.3K
4,435
+1%
增持
NFLX
NETFLIX INC
-$976.8K
27,771
+904%
增持
NOW
SERVICENOW INC
-$962.4K
14,916
+427%
增持
WMT
WALMART INC
+$962.2K
36,073
+1%
减持
IWV
ISHARES TR
-$918.9K
5,470
-32%
减持
GOOGL
ALPHABET INC
+$887.0K
10,952
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$886.5K
30,993
+1%
增持
SMH
VANECK ETF TRUST
+$872.0K
13,318
+4%
增持
IGV
ISHARES TR
-$862.3K
30,878
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$843.4K
5,789
+84%
建仓
FLS
FLOWSERVE CORP
+$835.8K
10,610
增持
MRK
MERCK & CO INC
+$772.9K
26,693
+1%
建仓
DDFD
INNOVATOR ETFS TRUST
+$771.2K
40,146
增持
NET
CLOUDFLARE INC
-$651.5K
13,262
+2%
减持
AVGO
BROADCOM INC
-$647.7K
17,995
-1%
减持
GLD
SPDR GOLD TR
+$625.3K
7,670
-4%
建仓
SLB
SLB LIMITED
+$544.6K
11,159
增持
AMZN
AMAZON COM INC
+$519.9K
36,431
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$517.0K
54,070
+113%
增持
GS
GOLDMAN SACHS GROUP INC
+$498.1K
3,022
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$474.1K
45,931
+0%
减持
—
EXXON MOBIL CORP
+$470.6K
16,431
-3%
减持
UBER
UBER TECHNOLOGIES INC
-$466.6K
23,729
-2%
减持
LLY
ELI LILLY & CO
+$456.4K
3,195
-5%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$435.1K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
-$433.7K
6,456
+5%
增持
AMGN
AMGEN INC
+$432.2K
8,983
+1%
增持
QQQ
INVESCO QQQ TR
+$422.3K
8,246
+8%
减持
SGOL
ETFS GOLD TR
+$389.7K
61,002
-9%
建仓
MU
MICRON TECHNOLOGY INC
+$380.3K
917
建仓
WDC
WESTERN DIGITAL CORP
+$375.9K
1,311
增持
CVE
CENOVUS ENERGY INC
+$367.4K
102,964
+3%
减持
VRT
VERTIV HOLDINGS CO
+$363.5K
16,181
-2%
清仓
COIN
COINBASE GLOBAL INC
-$356.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$339.7K
3,624
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$339.4K
3,051
+3%
建仓
JIII
JANUS DETROIT STR TR
+$336.7K
6,684
减持
MARW
AIM ETF PRODUCTS TRUST
-$322.5K
18,933
-35%
增持
WM
WASTE MGMT INC DEL
+$311.2K
9,335
+14%
减持
XYLD
GLOBAL X FDS
-$296.6K
17,988
-31%
清仓
ARCC
ARES CAPITAL CORP
-$296.2K
0
-100%
增持
IYJ
ISHARES TR
+$285.5K
19,106
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$284.8K
4,669
+4%
减持
FSK
FS KKR CAP CORP
-$280.5K
12,580
-57%
建仓
SNDK
SANDISK CORP
+$270.3K
405
增持
LOW
LOWES COS INC
+$264.8K
7,278
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$264.3K
8,533
+2%
建仓
OIH
VANECK ETF TRUST
+$256.2K
731
增持
META
META PLATFORMS INC
-$254.6K
8,861
+1%
清仓
INTU
INTUIT
-$247.9K
0
-100%
减持
QYLD
GLOBAL X FDS
-$245.1K
33,967
-31%
减持
LRCX
LAM RESEARCH CORP
+$240.7K
2,921
-1%
建仓
FITB
FIFTH THIRD BANCORP
+$237.1K
4,512
建仓
C
CITIGROUP INC
+$236.0K
2,029
清仓
AUR
AURORA INNOVATION INC
-$234.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$233.3K
8,261
+5%
减持
ABT
ABBOTT LABS
-$230.3K
8,669
-2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$224.8K
85,149
-3%
建仓
TETH
21SHARES ETHEREUM ETF
+$224.8K
21,258
增持
PCAR
PACCAR INC
+$224.7K
7,640
+0%
增持
QCOM
QUALCOMM INC
-$223.3K
13,059
+4%
增持
CAT
CATERPILLAR INC
+$217.1K
834
+12%
建仓
LMT
LOCKHEED MARTIN CORP
+$215.8K
347
减持
AMT
AMERICAN TOWER CORP NEW
-$214.7K
1,188
-46%
建仓
EMR
EMERSON ELEC CO
+$212.9K
1,411
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$206.1K
3,667
+2%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$204.3K
5,138
清仓
SCHG
SCHWAB STRATEGIC TR
-$203.9K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$203.5K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$201.9K
0
-100%
清仓
RYLD
GLOBAL X FDS
-$197.6K
0
-100%
增持
JANW
AIM ETF PRODUCTS TRUST
+$196.9K
32,808
+16%
增持
IYF
ISHARES TR
+$190.4K
12,506
+11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$188.3K
8,943
-28%
增持
WFC
WELLS FARGO CO NEW
+$183.2K
14,926
+0%
增持
FRTY
THE ALGER ETF TRUST
-$174.6K
123,146
+3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$169.2K
5,256
+7%
减持
INTC
INTEL CORP
+$160.4K
13,650
-0%
减持
CRM
SALESFORCE INC
-$156.4K
2,456
-7%
减持
GCOR
GOLDMAN SACHS ETF TR
-$154.5K
54,813
-6%
增持
FCX
FREEPORT-MCMORAN INC
+$146.1K
5,687
+3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$136.8K
1,866
+8%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$135.4K
2,657
+0%
减持
ENFR
ALPS ETF TR
+$135.0K
99,051
-1%
增持
CLIP
GLOBAL X FDS
+$133.4K
23,290
+6%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$128.5K
23,713
+8%
减持
PFEB
INNOVATOR ETFS TRUST
+$126.3K
98,958
-0%
减持
PNOV
INNOVATOR ETFS TRUST
-$125.0K
32,452
-10%
增持
MCK
MCKESSON CORP
+$123.7K
1,356
+0%
增持
BX
BLACKSTONE INC
-$122.7K
3,625
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$119.5K
54,197
+5%
减持
ROP
ROPER TECHNOLOGIES INC
-$119.0K
593
-10%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$116.3K
48,489
-4%
增持
VMC
VULCAN MATLS CO
+$115.1K
4,248
+7%
增持
HSY
HERSHEY CO
+$114.6K
8,862
+0%
减持
CL
COLGATE PALMOLIVE CO
+$113.5K
8,304
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$109.5K
18,013
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$104.2K
15,426
+3%
减持
JNJ
JOHNSON & JOHNSON
+$103.3K
4,337
-11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$102.2K
8,966
+6%
建仓
FTCA
PUTNAM ETF TRUST
+$101.7K
13,822
增持
CMI
CUMMINS INC
+$93.2K
536
+1%
减持
AAPL
APPLE INC
+$91.6K
52,776
-4%
增持
ROK
ROCKWELL AUTOMATION INC
+$84.7K
1,020
+0%
增持
CNEQ
THE ALGER ETF TRUST
-$84.5K
91,781
+4%
减持
KMB
KIMBERLY-CLARK CORP
-$82.9K
2,114
-12%
减持
UJUN
INNOVATOR ETFS TRUST
-$81.6K
40,094
-7%
减持
ADBE
ADOBE INC
-$78.5K
930
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$77.1K
3,533
-4%
减持
PTLC
PACER FDS TR
-$75.7K
3,739
-28%
增持
BAR
GRANITESHARES GOLD TR
+$75.0K
6,979
+1%
增持
RTX
RTX CORPORATION
+$74.5K
1,831
+2%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$74.1K
19,771
+9%
增持
TBIL
RBB FD INC
+$72.8K
8,060
+22%
增持
TXN
TEXAS INSTRS INC
+$71.8K
1,649
+2%
