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StoneCrest Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

StoneCrest Wealth Management, Inc.

报告期 2026-03-31 · CIK 0002008409

持仓数

73

前50大市值合计

$227.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$16.7M

70,318

7.3%

NVDA NVIDIA CORPORATION

COM

$13.7M

78,302

6.0%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$12.4M

225,508

5.4%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$10.4M

92,550

4.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$9.8M

127,963

4.3%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$9.5M

204,914

4.2%

BKDV BNY MELLON ETF TRUST II

DYNAMIC VALUE

$8.9M

299,201

3.9%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$8.1M

118,133

3.5%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$7.6M

19,717

3.3%

GOOGL ALPHABET INC

CAP STK CL A

$7.1M

24,711

3.1%

AMZN AMAZON COM INC

COM

$6.3M

30,054

2.8%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$6.0M

84,316

2.6%

LLY ELI LILLY & CO

COM

$5.9M

6,380

2.6%

FWD AB ACTIVE ETFS INC

DISRUPTORS ETF

$5.8M

53,733

2.6%

NLR VANECK ETF TRUST

URANIUM AND NUCL

$5.7M

43,059

2.5%

META META PLATFORMS INC

CL A

$5.1M

8,993

2.3%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$5.1M

154,992

2.2%

MSFT MICROSOFT CORP

COM

$5.1M

13,776

2.2%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$5.0M

101,292

2.2%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$5.0M

79,013

2.2%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$4.6M

92,949

2.0%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$4.6M

179,288

2.0%

JSI JANUS DETROIT STR TR

HENDERSON SECURI

$4.2M

82,179

1.9%

CGMM CAPITAL GROUP EQUITY ETF TR

US SMALL AND MID

$4.1M

139,692

1.8%

PYLD PIMCO ETF TR

MULTISECTOR BD

$4.0M

152,764

1.8%

IGV ISHARES TR

EXPANDED TECH

$3.9M

48,638

1.7%

SRRK SCHOLAR ROCK HLDG CORP

COM

$3.5M

70,914

1.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$3.5M

30,549

1.5%

MU MICRON TECHNOLOGY INC

COM

$3.3M

9,887

1.5%

CRWD CROWDSTRIKE HLDGS INC

CL A

$3.0M

7,705

1.3%

ICSH ISHARES TR

ULTRA SHORT DUR

$2.7M

53,305

1.2%

ORCL ORACLE CORP

COM

$2.6M

17,960

1.2%

VRT VERTIV HOLDINGS CO

COM CL A

$2.4M

9,484

1.0%

IVV ISHARES TR

CORE S&P500 ETF

$2.3M

3,463

1.0%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.3M

44,461

1.0%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$2.0M

105,581

0.9%

XLVI SELECT SECTOR SPDR TR

STATE STREET HEA

$1.8M

71,959

0.8%

BE BLOOM ENERGY CORP

COM CL A

$1.4M

10,143

0.6%

SMMU PIMCO ETF TR

SHTRM MUN BD ACT

$1.3M

26,707

0.6%

— NEBIUS GROUP N.V.

SHS CLASS A

$1.2M

12,005

0.5%

GOOG ALPHABET INC

CAP STK CL C

$1.2M

4,331

0.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.2M

2,043

0.5%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.1M

7,690

0.5%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$1.1M

9,326

0.5%

AVGO BROADCOM INC

COM

$1.1M

3,492

0.5%

IJJ ISHARES TR

S&P MC 400VL ETF

$827.3K

6,244

0.4%

SOXX ISHARES TR

ISHARES SEMICDTR

$812.1K

2,471

0.4%

RSPG INVESCO EXCHANGE TRADED FD T

S&P500 EQL ENR

$784.5K

7,166

0.3%

ALAB ASTERA LABS INC

COM

$784.0K

7,153

0.3%

RDDT REDDIT INC

CL A

$759.3K

5,639

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

QQQM7.3%NVDA6.0%IDMO5.4%SPMO4.6%SPYM4.3%PVAL4.2%