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CASTLE WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CASTLE WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001936420
持仓数
132
前50大市值合计
$263.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 105 项
建仓 10
增持 53
减持 40
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
COWZ
PACER FDS TR
-$5.4M
0
-100%
建仓
PVAL
PUTNAM ETF TRUST
+$5.2M
135,867
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$4.1M
124,552
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
ICOW
PACER FDS TR
-$4.0M
8,787
-94%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$1.1M
321,756
+3%
建仓
JAAA
JANUS DETROIT STR TR
+$850.4K
16,770
增持
PYLD
PIMCO ETF TR
+$822.3K
510,724
+5%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
减持
IAUM
ISHARES GOLD TR
+$759.3K
169,527
-2%
减持
GDX
VANECK ETF TRUST
+$642.1K
60,387
-4%
增持
AAPL
APPLE INC
-$563.8K
25,076
+2%
增持
AVGO
BROADCOM INC
-$559.0K
10,834
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$517.1K
330,877
-2%
减持
AVDE
AMERICAN CENTY ETF TR
+$510.9K
110,461
-0%
增持
AVUV
AMERICAN CENTY ETF TR
-$388.8K
54,408
+2%
减持
QQQ
INVESCO QQQ TR
-$379.3K
7,459
-2%
增持
REZ
ISHARES TR
+$356.8K
52,965
+2%
增持
MSFT
MICROSOFT CORP
-$330.4K
11,293
+4%
增持
CRM
SALESFORCE INC
-$319.5K
5,774
+3%
增持
GOOGL
ALPHABET INC
-$319.0K
10,574
+2%
增持
AMZN
AMAZON COM INC
-$302.5K
15,145
+4%
增持
NVDA
NVIDIA CORPORATION
-$285.1K
13,404
+4%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$284.1K
18,905
建仓
PDEC
INNOVATOR ETFS TRUST
+$256.6K
6,825
增持
CVX
CHEVRON CORP NEW
+$251.8K
6,920
+11%
减持
TSLA
TESLA INC
-$238.3K
1,594
-1%
增持
AMGN
AMGEN INC
+$233.2K
3,828
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$231.1K
17,884
+2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$225.2K
6,595
清仓
POCT
INNOVATOR ETFS TRUST
-$213.3K
0
-100%
增持
IJH
ISHARES TR
-$213.2K
84,318
+2%
建仓
WM
WASTE MGMT INC DEL
+$212.8K
919
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$210.6K
847
减持
GOOG
ALPHABET INC
-$203.3K
5,903
-0%
建仓
ABT
ABBOTT LABS
+$202.3K
1,525
减持
CALF
PACER FDS TR
-$191.7K
14,057
-14%
减持
SMIG
ETF SER SOLUTIONS
-$190.7K
203,170
-1%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$182.4K
243,046
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$179.9K
29,899
-10%
减持
IVV
ISHARES TR
-$178.0K
4,699
-2%
增持
INDS
PACER FDS TR
+$169.7K
62,225
+4%
增持
AVUS
AMERICAN CENTY ETF TR
-$166.1K
41,678
+1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$162.4K
39,645
+2%
增持
IMCG
ISHARES TR
-$152.6K
60,779
+2%
减持
FNDF
SCHWAB STRATEGIC TR
+$150.8K
84,066
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$150.8K
51,887
-0%
增持
VGT
VANGUARD WORLD FD
-$150.6K
2,037
+1%
减持
PG
PROCTER AND GAMBLE CO
-$144.3K
6,375
-13%
减持
V
VISA INC
+$144.2K
4,288
-0%
增持
COST
COSTCO WHSL CORP NEW
+$121.7K
1,141
+9%
减持
ITW
ILLINOIS TOOL WKS INC
-$109.3K
1,317
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$106.6K
8,684
+3%
减持
IVW
ISHARES TR
-$102.2K
6,903
-6%
增持
—
EATON CORP PLC
-$102.0K
3,196
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$94.9K
2,703
-24%
增持
PAVE
GLOBAL X FDS
-$94.9K
125,078
+5%
增持
MEMX
MATTHEWS ASIA FDS
+$81.4K
234,044
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$75.1K
2,163
+3%
减持
IVE
ISHARES TR
-$75.1K
10,077
-4%
减持
MRK
MERCK & CO INC
-$75.0K
3,049
-13%
增持
OUSM
ALPS ETF TR
-$74.2K
93,547
+2%
增持
TFLR
T ROWE PRICE ETF INC
-$73.6K
227,013
+1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$65.9K
5,719
-4%
减持
MS
MORGAN STANLEY
-$65.3K
3,302
-8%
增持
ABBV
ABBVIE INC
+$65.0K
1,725
+3%
增持
META
META PLATFORMS INC
+$61.3K
2,524
+6%
增持
SPY
SPDR S&P 500 ETF TR
-$57.0K
2,444
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$55.2K
9,758
-11%
增持
ORCL
ORACLE CORP
-$54.4K
9,803
+15%
减持
PEMX
PUTNAM ETF TRUST
-$48.4K
8,631
-8%
减持
DFAT
DIMENSIONAL ETF TRUST
-$47.7K
4,970
-9%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$46.5K
71,834
+7%
减持
GE
GE AEROSPACE
+$43.9K
1,361
-1%
增持
ARCC
ARES CAPITAL CORP
+$43.8K
49,698
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$41.0K
1,186
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$40.6K
12,603
+0%
减持
XLRE
SELECT SECTOR SPDR TR
+$40.4K
40,163
-0%
增持
RTX
RTX CORPORATION
+$39.3K
2,342
+0%
增持
IWN
ISHARES TR
-$39.3K
2,986
+0%
减持
—
EXXON MOBIL CORP
+$38.0K
7,074
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$37.8K
1,844
+4%
减持
PEP
PEPSICO INC
-$36.0K
1,981
-9%
减持
IJR
ISHARES TR
-$34.6K
3,157
-0%
减持
JNJ
JOHNSON & JOHNSON
+$34.2K
4,644
-9%
增持
CSX
CSX CORP
-$33.8K
23,073
+4%
减持
MCD
MCDONALDS CORP
+$32.2K
1,729
-1%
增持
IWM
ISHARES TR
-$29.3K
1,398
+0%
减持
IWD
ISHARES TR
+$26.9K
14,881
-1%
增持
NEE
NEXTERA ENERGY INC
+$26.4K
19,861
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$26.2K
16,725
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.8K
2,941
+3%
增持
MA
MASTERCARD INCORPORATED
+$22.1K
464
+5%
减持
IHDG
WISDOMTREE TR
-$19.5K
90,348
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
+$17.7K
9,188
-1%
增持
WMT
WALMART INC
-$16.9K
10,196
+1%
减持
PFE
PFIZER INC
-$13.0K
9,568
-1%
增持
LOW
LOWES COS INC
+$10.3K
5,382
+7%
增持
MLM
MARTIN MARIETTA MATLS INC
-$10.2K
1,142
+6%
减持
FNDX
SCHWAB STRATEGIC TR
-$10.1K
9,560
-4%
增持
WTPI
WISDOMTREE TR
+$9.9K
235,067
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.3K
14,415
+0%
减持
BINC
BLACKROCK ETF TRUST II
-$8.7K
35,924
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.9K
3,454
+0%
增持
GS
GOLDMAN SACHS GROUP INC
-$3.1K
2,031
+5%
增持
HD
HOME DEPOT INC
+$728
887
+6%
