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StoneCrest Wealth Management, Inc. 13F 持仓 · 2026年Q2

StoneCrest Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 73 只证券,申报市值合计 3.13 亿美元。前几大持仓:QQQM(6.73%)、SPMO(5.25%)、IDMO(4.32%)。本季前 25 大持仓中:新建仓 5 只、增持 6 只、减持 14 只。

排名代码公司市值占组合股数变动
1QQQMINVESCO EXCH TRADED FD TR II$21.1M6.73%69,520减持
2SPMOINVESCO EXCH TRADED FD TR II$16.4M5.25%101,696增持
3IDMOINVESCO EXCH TRADED FD TR II$13.5M4.32%224,418减持
4NVDANVIDIA CORPORATION$12.9M4.13%64,534减持
5MUMICRON TECHNOLOGY INC$12.0M3.83%10,383增持
6SPYMSPDR SERIES TRUST$10.3M3.29%117,314减持
7PVALPUTNAM ETF TRUST$10.1M3.22%197,882减持
8BKDVBNY MELLON ETF TRUST II$9.8M3.14%293,642减持
9SMHVANECK ETF TRUST$9.8M3.12%14,872减持
10SEIVSEI EXCHANGE TRADED FUNDS$9.6M3.08%200,953新建仓
11RDVYFIRST TR EXCHANGE TRADED FD$9.6M3.06%117,964减持
12PWBINVESCO EXCHANGE TRADED FD T$9.1M2.90%53,941新建仓
13GOOGLALPHABET INC$8.6M2.76%24,198减持
14DRAMROUNDHILL ETF TRUST$7.4M2.37%100,333新建仓
15BAIBLACKROCK ETF TRUST$7.4M2.35%139,683减持
16FWDAB ACTIVE ETFS INC$7.2M2.31%48,751减持
17CIBRFIRST TR EXCHANGE-TRADED FD$7.2M2.30%79,976增持
18AMZNAMAZON COM INC$7.1M2.27%29,818减持
19IGPTINVESCO EXCHANGE TRADED FD T$7.1M2.27%68,258新建仓
20LLYELI LILLY & CO$6.4M2.05%5,351减持
21QQQINEOS ETF TRUST$5.9M1.88%103,394增持
22AIPOTIDAL TRUST II$5.7M1.83%171,823新建仓
23MSFTMICROSOFT CORP$5.4M1.72%14,457增持
24RDVIFIRST TR EXCHANGE-TRADED FD$5.3M1.69%180,277增持
25METAMETA PLATFORMS INC$5.1M1.62%8,983减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

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