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 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $21.1M | 6.73% | 69,520 | 减持 |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $16.4M | 5.25% | 101,696 | 增持 |
| 3 | IDMO | INVESCO EXCH TRADED FD TR II | $13.5M | 4.32% | 224,418 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $12.9M | 4.13% | 64,534 | 减持 |
| 5 | MU | MICRON TECHNOLOGY INC | $12.0M | 3.83% | 10,383 | 增持 |
| 6 | SPYM | SPDR SERIES TRUST | $10.3M | 3.29% | 117,314 | 减持 |
| 7 | PVAL | PUTNAM ETF TRUST | $10.1M | 3.22% | 197,882 | 减持 |
| 8 | BKDV | BNY MELLON ETF TRUST II | $9.8M | 3.14% | 293,642 | 减持 |
| 9 | SMH | VANECK ETF TRUST | $9.8M | 3.12% | 14,872 | 减持 |
| 10 | SEIV | SEI EXCHANGE TRADED FUNDS | $9.6M | 3.08% | 200,953 | 新建仓 |
| 11 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.6M | 3.06% | 117,964 | 减持 |
| 12 | PWB | INVESCO EXCHANGE TRADED FD T | $9.1M | 2.90% | 53,941 | 新建仓 |
| 13 | GOOGL | ALPHABET INC | $8.6M | 2.76% | 24,198 | 减持 |
| 14 | DRAM | ROUNDHILL ETF TRUST | $7.4M | 2.37% | 100,333 | 新建仓 |
| 15 | BAI | BLACKROCK ETF TRUST | $7.4M | 2.35% | 139,683 | 减持 |
| 16 | FWD | AB ACTIVE ETFS INC | $7.2M | 2.31% | 48,751 | 减持 |
| 17 | CIBR | FIRST TR EXCHANGE-TRADED FD | $7.2M | 2.30% | 79,976 | 增持 |
| 18 | AMZN | AMAZON COM INC | $7.1M | 2.27% | 29,818 | 减持 |
| 19 | IGPT | INVESCO EXCHANGE TRADED FD T | $7.1M | 2.27% | 68,258 | 新建仓 |
| 20 | LLY | ELI LILLY & CO | $6.4M | 2.05% | 5,351 | 减持 |
| 21 | QQQI | NEOS ETF TRUST | $5.9M | 1.88% | 103,394 | 增持 |
| 22 | AIPO | TIDAL TRUST II | $5.7M | 1.83% | 171,823 | 新建仓 |
| 23 | MSFT | MICROSOFT CORP | $5.4M | 1.72% | 14,457 | 增持 |
| 24 | RDVI | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.69% | 180,277 | 增持 |
| 25 | META | META PLATFORMS INC | $5.1M | 1.62% | 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