SeaCrest Wealth Management, LLC
PURCHASE NY · SEC CIK 0001728121
$9.35亿2026Q1 申报市值
635持仓数
31.0%前十大占比 · 第一大 8.0%
44 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VDE 新建仓+$220.29万
AAOI 加仓+$141.43万
AZN 新建仓+$137.27万
DOCN 加仓+$121.78万
EWY 新建仓+$116.71万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$272.86万
GE 减仓-$211.45万
NVDA 减仓-$142.35万
AZN 清仓-$133.99万
SHY 减仓-$127.50万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $40.69万 | 0.04% | 1,873 | -107 | -5.4% | -$2.32万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $40.79万 | 0.04% | 3,743 | -150 | -3.9% | -$1.63万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $40.79万 | 0.04% | 3,604 | -74 | -2.0% | -$8,375 | 减仓 |
| CLX | CLOROX CO DEL | $40.82万 | 0.04% | 3,939 | 101 | 2.6% | $1.05万 | 加仓 |
| TLTD | FLEXSHARES TR | $40.97万 | 0.04% | 4,359 | 4,359 | — | $40.97万 | 新建仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $41.12万 | 0.04% | 40,352 | -1,976 | -4.7% | -$2.01万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $41.79万 | 0.04% | 17,220 | -2,302 | -11.8% | -$5.59万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $41.93万 | 0.04% | 5,894 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $42.02万 | 0.04% | 243 | -173 | -41.6% | -$29.91万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $42.05万 | 0.04% | 4,274 | -813 | -16.0% | -$8.00万 | 减仓 |
| — | COLUMBIA FINL INC | $42.20万 | 0.05% | 24,100 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $42.33万 | 0.05% | 5,894 | -476 | -7.5% | -$3.42万 | 减仓 |
| CIEN | CIENA CORP | $42.36万 | 0.05% | 1,091 | 1,091 | — | $42.36万 | 新建仓 |
| — | ARMATA PHARMACEUTICALS INC | $42.52万 | 0.05% | 41,524 | 536 | 1.3% | $5,489 | 加仓 |
| NLR | VANECK ETF TRUST | $42.53万 | 0.05% | 3,193 | 363 | 12.8% | $4.83万 | 加仓 |
| SRE | SEMPRA | $42.65万 | 0.05% | 4,389 | 1 | 0.0% | $97 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $42.94万 | 0.05% | 5,985 | 1 | 0.0% | $72 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $42.94万 | 0.05% | 8,582 | -500 | -5.5% | -$2.50万 | 减仓 |
| SHLD | GLOBAL X FDS | $43.22万 | 0.05% | 6,101 | 1,226 | 25.1% | $8.68万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $43.53万 | 0.05% | 7,988 | -50 | -0.6% | -$2,725 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $43.64万 | 0.05% | 85,578 | -4,620 | -5.1% | -$2.36万 | 减仓 |
| ANGL | VANECK ETF TRUST | $43.72万 | 0.05% | 15,223 | 72 | 0.5% | $2,068 | 加仓 |
| INTU | INTUIT | $43.94万 | 0.05% | 1,016 | 252 | 33.0% | $10.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $43.96万 | 0.05% | 1,708 | -40 | -2.3% | -$1.03万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $44.34万 | 0.05% | 1,044 | -198 | -15.9% | -$8.41万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $44.52万 | 0.05% | 8,838 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & | $44.74万 | 0.05% | 25,379 | 6,003 | 31.0% | $10.58万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $44.78万 | 0.05% | 13,225 | 13,225 | — | $44.78万 | 新建仓 |
| PSX | PHILLIPS 66 | $44.84万 | 0.05% | 2,461 | -765 | -23.7% | -$13.94万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $45.00万 | 0.05% | 660 | 27 | 4.3% | $1.84万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $45.25万 | 0.05% | 6,221 | 2,452 | 65.1% | $17.84万 | 加仓 |
| FIX | COMFORT SYS USA INC | $45.51万 | 0.05% | 330 | 330 | — | $45.51万 | 新建仓 |
| — | MORGAN STANLEY ETF TRUST | $45.54万 | 0.05% | 9,176 | 364 | 4.1% | $1.81万 | 加仓 |
| CTVA | CORTEVA INC | $45.62万 | 0.05% | 5,450 | -258 | -4.5% | -$2.16万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $45.84万 | 0.05% | 5,663 | -587 | -9.4% | -$4.75万 | 减仓 |
| IGE | ISHARES TR | $45.96万 | 0.05% | 7,302 | 7,302 | — | $45.96万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $46.47万 | 0.05% | 9,671 | -166 | -1.7% | -$7,976 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $46.53万 | 0.05% | 8,529 | 4,847 | 131.6% | $26.44万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $46.57万 | 0.05% | 8,079 | -2,883 | -26.3% | -$16.62万 | 减仓 |
| EFV | ISHARES TR | $46.63万 | 0.05% | 6,272 | 6,272 | — | $46.63万 | 新建仓 |
| ADBE | ADOBE INC | $46.70万 | 0.05% | 1,921 | -90 | -4.5% | -$2.19万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $47.51万 | 0.05% | 10,313 | 840 | 8.9% | $3.87万 | 加仓 |
| IJR | ISHARES TR | $47.70万 | 0.05% | 3,837 | 20 | 0.5% | $2,486 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $47.74万 | 0.05% | 1,637 | -37 | -2.2% | -$1.08万 | 减仓 |
| AFL | AFLAC INC | $47.91万 | 0.05% | 4,367 | -164 | -3.6% | -$1.80万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $47.98万 | 0.05% | 18,455 | -12,180 | -39.8% | -$31.67万 | 减仓 |
| QLC | FLEXSHARES TR | $48.00万 | 0.05% | 6,141 | 6,141 | — | $48.00万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $48.04万 | 0.05% | 5,097 | 1,125 | 28.3% | $10.60万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $48.12万 | 0.05% | 9,121 | -10,214 | -52.8% | -$53.89万 | 减仓 |
| MTUM | ISHARES TR | $48.31万 | 0.05% | 2,013 | 78 | 4.0% | $1.87万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $48.34万 | 0.05% | 28,622 | -1,026 | -3.5% | -$1.73万 | 减仓 |
| LIN | LINDE PLC | $48.39万 | 0.05% | 976 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $48.52万 | 0.05% | 16,001 | -199 | -1.2% | -$6,034 | 减仓 |
| APP | APPLOVIN CORP | $49.15万 | 0.05% | 1,235 | -641 | -34.2% | -$25.51万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $49.17万 | 0.05% | 3,354 | -142 | -4.1% | -$2.08万 | 减仓 |
| IDV | ISHARES TR | $49.27万 | 0.05% | 11,577 | 1,897 | 19.6% | $8.07万 | 加仓 |
| IWB | ISHARES TR | $49.31万 | 0.05% | 1,383 | -34 | -2.4% | -$1.21万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $49.43万 | 0.05% | 22,317 | -1,015 | -4.4% | -$2.25万 | 减仓 |
| D | DOMINION ENERGY INC | $49.52万 | 0.05% | 8,010 | 136 | 1.7% | $8,407 | 加仓 |
| CASY | CASEYS GEN STORES INC | $49.64万 | 0.05% | 682 | -24 | -3.4% | -$1.75万 | 减仓 |
| IAI | ISHARES TR | $49.69万 | 0.05% | 3,026 | 244 | 8.8% | $4.01万 | 加仓 |
| MDU | MDU RES GROUP INC | $50.18万 | 0.05% | 24,217 | 900 | 3.9% | $1.86万 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $50.36万 | 0.05% | 65,660 | -3,244 | -4.7% | -$2.49万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $51.44万 | 0.06% | 8,605 | -335 | -3.7% | -$2.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $51.45万 | 0.06% | 5,938 | -663 | -10.0% | -$5.75万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $51.89万 | 0.06% | 1,329 | 46 | 3.6% | $1.80万 | 加仓 |
| MAC | MACERICH CO | $51.94万 | 0.06% | 27,481 | -4,050 | -12.8% | -$7.65万 | 减仓 |
| SOXX | ISHARES TR | $52.13万 | 0.06% | 1,586 | -32 | -2.0% | -$1.05万 | 减仓 |
| IWMI | NEOS ETF TRUST | $52.14万 | 0.06% | 11,000 | 2,250 | 25.7% | $10.66万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $52.29万 | 0.06% | 7,194 | -22 | -0.3% | -$1,599 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.49万 | 0.06% | 2,583 | 3 | 0.1% | $610 | 加仓 |
| MUB | ISHARES TR | $53.05万 | 0.06% | 4,998 | -1,203 | -19.4% | -$12.77万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.12万 | 0.06% | 9,827 | 2,465 | 33.5% | $13.32万 | 加仓 |
| NVO | NOVO-NORDISK A S | $53.24万 | 0.06% | 14,486 | -6,217 | -30.0% | -$22.85万 | 减仓 |
| CMI | CUMMINS INC | $53.31万 | 0.06% | 991 | -16 | -1.6% | -$8,607 | 减仓 |
| AMT | AMERICAN TOWER CORP | $53.40万 | 0.06% | 3,094 | -2 | -0.1% | -$345 | 减仓 |
| VHT | VANGUARD WORLD FD | $53.80万 | 0.06% | 1,976 | -3,208 | -61.9% | -$87.34万 | 减仓 |
| SGOV | ISHARES TR | $54.09万 | 0.06% | 5,374 | 1,835 | 51.9% | $18.47万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $55.12万 | 0.06% | 59,850 | -927 | -1.5% | -$8,538 | 减仓 |
| ECL | ECOLAB INC | $55.20万 | 0.06% | 2,075 | -24 | -1.1% | -$6,384 | 减仓 |
| SDY | SPDR SERIES TRUST | $55.25万 | 0.06% | 3,786 | 12 | 0.3% | $1,751 | 加仓 |
| SOBO | SOUTH BOW CORP | $55.50万 | 0.06% | 16,657 | 750 | 4.7% | $2.50万 | 加仓 |
| IEMG | ISHARES INC | $55.53万 | 0.06% | 7,961 | 1,860 | 30.5% | $12.97万 | 加仓 |
| OKE | ONEOK INC NEW | $56.13万 | 0.06% | 6,210 | -949 | -13.3% | -$8.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.29万 | 0.06% | 2,080 | -296 | -12.5% | -$8.01万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.51万 | 0.06% | 5,072 | -13 | -0.3% | -$1,448 | 减仓 |
| BLK | BLACKROCK INC | $56.55万 | 0.06% | 588 | -5 | -0.8% | -$4,809 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $56.86万 | 0.06% | 8,646 | 274 | 3.3% | $1.80万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $57.35万 | 0.06% | 9,858 | 9,858 | — | $57.35万 | 新建仓 |
| TOLZ | PROSHARES TR | $57.54万 | 0.06% | 9,594 | 24 | 0.3% | $1,440 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $57.74万 | 0.06% | 2,430 | 12 | 0.5% | $2,851 | 加仓 |
| IDVO | AMPLIFY ETF TR | $58.16万 | 0.06% | 14,370 | 34 | 0.2% | $1,376 | 加仓 |
| REZ | ISHARES TR | $58.49万 | 0.06% | 7,029 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $58.67万 | 0.06% | 6,884 | 113 | 1.7% | $9,631 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $58.81万 | 0.06% | 2,814 | -177 | -5.9% | -$3.70万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $58.83万 | 0.06% | 1,704 | 118 | 7.4% | $4.07万 | 加仓 |
| SPYI | NEOS ETF TRUST | $58.95万 | 0.06% | 11,941 | 1,470 | 14.0% | $7.26万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $59.49万 | 0.06% | 2,073 | -99 | -4.6% | -$2.84万 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $59.54万 | 0.06% | 6,247 | 18 | 0.3% | $1,716 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.02万 | 0.06% | 7,992 | -694 | -8.0% | -$5.21万 | 减仓 |