Castle Rock Wealth Management, LLC 13F 持仓 · 2026年Q3
Castle Rock Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 269 只证券，申报市值合计 5.31 亿美元。前几大持仓：NVDA（4.89%）、SGOV（4.21%）、KO（3.94%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $26.0M | 4.89% | 108,566 | 减持 |
| 2 | SGOV | ISHARES TR | $22.4M | 4.21% | 222,619 | 增持 |
| 3 | KO | COCA COLA CO | $20.9M | 3.94% | 242,821 | 减持 |
| 4 | GBIL | GOLDMAN SACHS ETF TR | $20.5M | 3.86% | 205,469 | 增持 |
| 5 | CVX | CHEVRON CORPORATION | $20.0M | 3.76% | 96,199 | 增持 |
| 6 | TFLO | ISHARES TR | $18.4M | 3.46% | 363,427 | 增持 |
| 7 | AAPL | APPLE INC | $15.7M | 2.95% | 47,042 | 减持 |
| 8 | USFR | WISDOMTREE TR | $12.2M | 2.30% | 242,868 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $10.7M | 2.02% | 20,277 | 减持 |
| 10 | GOOG | ALPHABET INC | $9.2M | 1.74% | 26,786 | 减持 |
| 11 | PANW | PALO ALTO NETWORKS INC | $9.0M | 1.69% | 21,353 | 减持 |
| 12 | AMZN | AMAZON COM INC | $8.5M | 1.59% | 32,991 | 减持 |
| 13 | SCHO | SCHWAB STRATEGIC TR | $7.6M | 1.43% | 319,545 | 新建仓 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.5M | 1.22% | 8,299 | 减持 |
| 15 | SMH | VANECK ETF TRUST | $6.4M | 1.21% | 10,144 | 减持 |
| 16 | META | META PLATFORMS INC | $6.3M | 1.19% | 8,587 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $6.2M | 1.16% | 8,112 | 减持 |
| 18 | FLOT | ISHARES TR | $5.7M | 1.07% | 111,857 | 减持 |
| 19 | SHV | ISHARES TR | $5.6M | 1.06% | 51,122 | 增持 |
| 20 | AVGO | BROADCOM INC | $5.4M | 1.02% | 14,357 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $5.2M | 0.98% | 15,781 | 减持 |
| 22 | IYW | ISHARES TR | $4.8M | 0.91% | 17,645 | 增持 |
| 23 | MU | MICRON TECHNOLOGY INC | $4.6M | 0.86% | 4,373 | 减持 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $4.4M | 0.83% | 15,783 | 增持 |
| 25 | ETN | EATON CORP PLC | $4.1M | 0.77% | 9,145 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR