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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 88
减持 37
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
-$2.7M
1,740
-77%
清仓
IGV
ISHARES TR
-$2.6M
0
-100%
减持
SGOL
ETFS GOLD TR
-$2.5M
7,596
-88%
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
CVX
CHEVRON CORPORATION
+$2.3M
87,179
+3%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.8M
0
-100%
减持
GOOG
ALPHABET INC
-$1.6M
29,767
-3%
增持
JIII
JANUS DETROIT STR TR
+$1.5M
37,420
+460%
增持
MU
MICRON TECHNOLOGY INC
+$1.5M
5,186
+466%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
建仓
IDV
ISHARES TR
+$1.3M
30,160
建仓
JAAA
JANUS DETROIT STR TR
+$1.3M
25,570
建仓
CLOA
BLACKROCK ETF TRUST II
+$1.2M
23,886
增持
TFLO
ISHARES TR
+$1.2M
303,924
+8%
建仓
PAYX
PAYCHEX INC
+$1.1M
12,334
减持
VRT
VERTIV HOLDINGS CO
+$1.1M
15,701
-3%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.1M
0
-100%
减持
GPIX
GOLDMAN SACHS ETF TR
-$1.1M
63,545
-22%
增持
MSFT
MICROSOFT CORP
-$1.0M
30,130
+1%
增持
CIEN
CIENA CORP
+$1.0M
5,698
+1%
增持
META
META PLATFORMS INC
-$972.6K
8,903
+0%
增持
AMZN
AMAZON COM INC
-$929.5K
36,566
+0%
减持
IYJ
ISHARES TR
-$855.2K
14,209
-26%
建仓
WDEF
WISDOMTREE TR
+$790.5K
24,495
建仓
DDFF
INNOVATOR ETFS TRUST
+$741.4K
38,995
建仓
EIS
ISHARES INC
+$670.4K
5,689
增持
BINC
BLACKROCK ETF TRUST II
+$670.2K
68,100
+26%
建仓
EUAD
SPINNAKER ETF SERIES
+$664.7K
15,674
减持
CVE
CENOVUS ENERGY INC
+$643.2K
100,877
-2%
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$607.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$605.8K
56,843
+5%
减持
NET
CLOUDFLARE INC
+$566.5K
13,151
-1%
减持
USFR
WISDOMTREE TR
-$558.8K
236,931
-4%
增持
MARW
AIM ETF PRODUCTS TRUST
+$529.6K
34,536
+82%
增持
NFLX
NETFLIX INC.
+$512.3K
27,781
+0%
增持
GOOGL
ALPHABET INC
-$464.3K
10,968
+0%
增持
AAPL
APPLE INC
-$447.2K
53,890
+2%
增持
HD
HOME DEPOT INC
-$425.6K
8,112
+2%
增持
OKE
ONEOK INC NEW
+$421.7K
36,652
+1%
增持
TSLA
TESLA INC
-$402.8K
8,076
+2%
减持
ENFR
ALPS ETF TR
+$391.8K
99,013
-0%
增持
GEV
GE VERNOVA INC
+$371.4K
2,284
+3%
减持
GBIL
GOLDMAN SACHS ETF TR
-$359.4K
81,564
-4%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$353.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$345.3K
3,036
-5%
增持
CRM
SALESFORCE INC
+$328.2K
4,299
+75%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$324.1K
4,673
+76%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$317.5K
26,120
+32%
增持
LOW
LOWES COS INC
-$311.7K
7,298
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$292.5K
30,818
-1%
减持
—
EXXON MOBIL CORP
+$292.5K
16,426
-0%
清仓
VST
VISTRA CORP
-$290.0K
0
-100%
增持
YOU
CLEAR SECURE INC
+$288.0K
14,514
+0%
增持
V
VISA INC
-$282.1K
11,216
+2%
增持
APP
APPLOVIN CORP
-$281.1K
4,450
+0%
增持
NOW
SERVICENOW INC
+$276.3K
18,586
+25%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$273.6K
56,429
+13%
建仓
IWM
ISHARES TR
+$272.7K
1,085
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$272.1K
3,701
+1%
增持
JSI
JANUS DETROIT STR TR
+$264.0K
62,050
+10%
增持
MRK
MERCK & CO INC
+$259.7K
27,829
+4%
清仓
ADBE
ADOBE INC
-$253.3K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$252.4K
3,837
增持
COHR
COHERENT CORP
+$250.3K
6,797
+1%
减持
GPIQ
GOLDMAN SACHS ETF TR
-$236.4K
54,922
-3%
增持
SGOV
ISHARES TR
+$234.2K
89,943
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$227.8K
5,458
+17%
建仓
SPYD
SPDR SERIES TRUST
+$225.9K
4,951
清仓
TETH
21SHARES ETHEREUM ETF
-$224.8K
0
-100%
建仓
COWZ
PACER FDS TR
+$218.7K
3,498
清仓
EMR
EMERSON ELEC CO
-$212.9K
0
-100%
清仓
PTLC
PACER FDS TR
-$209.0K
0
-100%
建仓
CTVA
CORTEVA INC
+$208.0K
2,434
增持
VNLA
JANUS DETROIT STR TR
+$204.9K
15,054
+39%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$203.5K
3,952
-25%
减持
PFEB
INNOVATOR ETFS TRUST
-$199.8K
95,869
-3%
增持
FLOT
ISHARES TR
+$198.9K
123,414
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$183.4K
46,363
+1%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$180.3K
6,880
+3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$179.4K
8,646
+1%
增持
QCOM
QUALCOMM INC
-$176.9K
13,493
+3%
增持
GS
GOLDMAN SACHS GROUP INC
-$173.6K
3,038
+1%
增持
CLIP
GLOBAL X FDS
+$170.9K
24,998
+7%
增持
WM
WASTE MGMT INC DEL
+$170.6K
9,639
+3%
清仓
FSK
FS KKR CAP CORP
-$165.5K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$163.2K
3,670
+1%
减持
ORCL
ORACLE CORP
-$161.9K
12,789
-4%
增持
GCOR
GOLDMAN SACHS ETF TR
+$145.0K
58,599
+7%
增持
WFC
WELLS FARGO & CO
-$144.0K
15,311
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
-$143.9K
54,147
+1%
增持
UNP
UNION PAC CORP
+$137.3K
1,770
+43%
增持
PEP
PEPSICO INC
+$132.4K
6,770
+17%
增持
JPM
JPMORGAN CHASE & CO
-$130.6K
18,529
+3%
减持
VPU
VANGUARD WORLD FD
+$128.2K
10,295
-0%
减持
UDEC
INNOVATOR ETFS TRUST
-$119.5K
37,320
-6%
增持
NVDA
NVIDIA CORPORATION
-$118.8K
109,545
+0%
减持
PDEC
INNOVATOR ETFS TRUST
-$118.3K
82,719
-1%
增持
IVV
ISHARES TR
+$117.4K
1,105
+25%
增持
VMC
VULCAN MATLS CO
-$116.3K
4,294
+1%
增持
QQQ
INVESCO QQQ TR
-$115.8K
8,435
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$112.6K
3,227
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$109.5K
5,867
-9%
增持
CSCO
CISCO SYS INC
+$109.4K
4,847
+46%
增持
AMGN
AMGEN INC
+$98.7K
9,092
+1%
增持
INTC
INTEL CORP
+$98.3K
15,202
+11%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$95.8K
50,204
+4%
增持
—
EATON CORP PLC
+$93.2K
9,820
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$92.7K
24,854
+3%
增持
TMUS
T-MOBILE US INC
+$85.3K
6,961
+5%
增持
APRW
AIM ETF PRODUCTS TRUST
+$84.0K
8,975
+34%
减持
BX
BLACKSTONE INC
-$81.6K
3,480
-4%
减持
CAG
CONAGRA BRANDS INC
-$81.4K
25,217
-0%
减持
BAC
BANK AMERICA CORP
-$79.3K
15,230
-1%
增持
CNEQ
THE ALGER ETF TRUST
-$77.0K
94,077
+3%
增持
ITA
ISHARES TR
+$72.0K
7,740
+9%
减持
MOAT
VANECK ETF TRUST
-$71.9K
9,872
-1%
减持
MAIN
MAIN STR CAP CORP
-$67.7K
7,149
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$67.0K
9,421
+5%
增持
FRTY
THE ALGER ETF TRUST
-$65.6K
126,008
+2%
减持
ROK
ROCKWELL AUTOMATION INC
-$65.4K
1,016
-0%
增持
O
REALTY INCOME CORP
+$63.6K
28,432
+2%
增持
PCAR
PACCAR INC
-$63.6K
7,652
+0%
减持
CRWV
COREWEAVE INC
-$63.0K
25,023
-1%
增持
CL
COLGATE PALMOLIVE CO
-$62.6K
8,326
+0%
增持
CI
THE CIGNA GROUP
+$61.4K
5,783
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$57.5K
3,539
+0%
增持
DIA
STATE STR SPDR DOW JONES IND
-$55.1K
2,337
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$55.0K
10,170
+14%
减持
IYG
ISHARES TR
-$54.3K
6,593
-1%
增持
KO
COCA COLA CO
+$54.1K
243,954
+1%
减持
ABT
ABBOTT LABORATORIES
-$52.4K
8,665
-0%
增持
PFE
PFIZER INC
+$51.5K
14,999
+3%
增持
DIS
DISNEY WALT CO
+$50.9K
3,354
+27%
减持
QXO
QXO INC
-$47.9K
13,772
-1%
增持
ATFV
THE ALGER ETF TRUST
-$47.8K
40,532
+2%
增持
MCK
MCKESSON CORP
+$47.2K
1,357
+0%
增持
IVES
WEDBUSH SER TR
-$46.5K
60,906
+5%
增持
TXN
TEXAS INSTRS INC
-$45.6K
1,657
+0%
减持
ANET
ARISTA NETWORKS INC
-$44.3K
2,655
-5%
减持
UFEB
INNOVATOR ETFS TRUST
-$44.1K
11,547
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.1K
8,761
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$43.0K
6,303
+20%
减持
XYLD
GLOBAL X FDS
-$43.0K
17,426
-3%
增持
HON
HONEYWELL INTL INC
+$42.8K
8,447
+2%
减持
ABBV
ABBVIE INC
-$41.7K
1,498
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$41.5K
6,531
+13%
增持
MA
MASTERCARD INCORPORATED
-$41.3K
700
+1%
增持
IYW
ISHARES TR
-$38.7K
11,246
+2%
增持
HSY
HERSHEY CO
+$37.0K
8,863
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.9K
17,878
+16%
减持
POCT
INNOVATOR ETFS TRUST
-$33.5K
27,134
-1%
