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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $103.20万 | 0.11% | 3,321 | 128 | 4.0% | $3.98万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $103.22万 | 0.11% | 23,076 | -930 | -3.9% | -$4.16万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $103.68万 | 0.11% | 2,075 | -115 | -5.3% | -$5.75万 | 减仓 |
| — | VANECK ETF TRUST | $104.60万 | 0.11% | 27,013 | -150 | -0.6% | -$5,808 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $107.00万 | 0.11% | 12,063 | -184 | -1.5% | -$1.63万 | 减仓 |
| FEGE | RBB FUND TRUST | $107.99万 | 0.12% | 22,976 | 7,058 | 44.3% | $33.17万 | 加仓 |
| EVRG | EVERGY INC | $109.05万 | 0.12% | 13,312 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $109.33万 | 0.12% | 8,349 | 1,102 | 15.2% | $14.43万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $109.40万 | 0.12% | 28,911 | -1,340 | -4.4% | -$5.07万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $110.14万 | 0.12% | 17,979 | 3,785 | 26.7% | $23.19万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $110.32万 | 0.12% | 16,500 | -3,936 | -19.3% | -$26.32万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $111.86万 | 0.12% | 37,199 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $111.88万 | 0.12% | 11,723 | 2,777 | 31.0% | $26.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $113.34万 | 0.12% | 4,190 | 4,190 | — | $113.34万 | 新建仓 |
| LQD | ISHARES TR | $114.01万 | 0.12% | 10,461 | -2,719 | -20.6% | -$29.63万 | 减仓 |
| TJX | TJX COS INC NEW | $114.04万 | 0.12% | 7,141 | 227 | 3.3% | $3.62万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $114.12万 | 0.12% | 11,116 | 17 | 0.2% | $1,745 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $114.95万 | 0.12% | 19,637 | 1 | 0.0% | $59 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $115.52万 | 0.12% | 7,062 | -46 | -0.6% | -$7,525 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $115.64万 | 0.12% | 19,283 | 119 | 0.6% | $7,136 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $116.08万 | 0.12% | 30,213 | -3,153 | -9.4% | -$12.11万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $116.22万 | 0.12% | 35,273 | -1,558 | -4.2% | -$5.13万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $116.26万 | 0.12% | 7,188 | 488 | 7.3% | $7.89万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $116.44万 | 0.12% | 24,913 | -309 | -1.2% | -$1.44万 | 减仓 |
| EWY | ISHARES INC | $116.71万 | 0.12% | 9,488 | 9,488 | — | $116.71万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $116.92万 | 0.13% | 5,338 | -194 | -3.5% | -$4.25万 | 减仓 |
| EFA | ISHARES TR | $118.00万 | 0.13% | 12,149 | 1,025 | 9.2% | $9.96万 | 加仓 |
| WMB | WILLIAMS COS INC | $119.23万 | 0.13% | 16,382 | 1,534 | 10.3% | $11.16万 | 加仓 |
| BAC | BANK AMERICA CORP | $119.82万 | 0.13% | 24,578 | -1,041 | -4.1% | -$5.07万 | 减仓 |
| ORCL | ORACLE CORP | $119.89万 | 0.13% | 8,150 | -676 | -7.7% | -$9.94万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $120.99万 | 0.13% | 17,459 | -9,583 | -35.4% | -$66.41万 | 减仓 |
| MUNI | PIMCO ETF TR | $123.06万 | 0.13% | 23,580 | -387 | -1.6% | -$2.02万 | 减仓 |
| SLV | ISHARES SILVER TR | $123.34万 | 0.13% | 18,101 | -1,075 | -5.6% | -$7.33万 | 减仓 |
| PWR | QUANTA SVCS INC | $123.53万 | 0.13% | 2,250 | -5 | -0.2% | -$2,745 | 减仓 |
| — | PUTNAM ETF TRUST | $123.56万 | 0.13% | 169,729 | 119 | 0.1% | $866 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $124.26万 | 0.13% | 6,474 | 5,284 | 444.0% | $101.42万 | 加仓 |
| MO | ALTRIA GROUP INC | $124.54万 | 0.13% | 18,873 | -1,469 | -7.2% | -$9.69万 | 减仓 |
| COP | CONOCOPHILLIPS | $125.80万 | 0.13% | 9,530 | 329 | 3.6% | $4.34万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $127.72万 | 0.14% | 36,069 | -560 | -1.5% | -$1.98万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $128.37万 | 0.14% | 11,738 | 409 | 3.6% | $4.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $128.51万 | 0.14% | 2,126 | 198 | 10.3% | $11.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $130.42万 | 0.14% | 8,135 | -417 | -4.9% | -$6.69万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $130.80万 | 0.14% | 60,867 | -431 | -0.7% | -$9,262 | 减仓 |
| QUAL | ISHARES TR | $132.35万 | 0.14% | 6,900 | 1,078 | 18.5% | $20.68万 | 加仓 |
| QCOM | QUALCOMM INC | $133.28万 | 0.14% | 10,349 | -514 | -4.7% | -$6.62万 | 减仓 |
| GE | GE AEROSPACE | $134.06万 | 0.14% | 4,724 | -7,451 | -61.2% | -$211.45万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $134.29万 | 0.14% | 27,202 | -6 | -0.0% | -$296 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.95万 | 0.14% | 1,595 | 274 | 20.7% | $23.18万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $134.95万 | 0.14% | 6,486 | -303 | -4.5% | -$6.30万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $135.79万 | 0.15% | 30,003 | -1,335 | -4.3% | -$6.04万 | 减仓 |
| INTC | INTEL CORP | $136.44万 | 0.15% | 30,918 | -95 | -0.3% | -$4,192 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $136.78万 | 0.15% | 14,817 | -130 | -0.9% | -$1.20万 | 减仓 |
| MINT | PIMCO ETF TR | $136.89万 | 0.15% | 13,612 | 325 | 2.4% | $3.27万 | 加仓 |
| AZN | ASTRAZENECA PLC | $137.27万 | 0.15% | 6,960 | 6,960 | — | $137.27万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $137.94万 | 0.15% | 9,146 | -476 | -4.9% | -$7.18万 | 减仓 |
| NOBL | PROSHARES TR | $138.18万 | 0.15% | 13,034 | 918 | 7.6% | $9.73万 | 加仓 |
| — | LAZARD ACTIVE ETF TR | $138.92万 | 0.15% | 41,184 | 26 | 0.1% | $877 | 加仓 |
| NOW | SERVICENOW INC | $140.32万 | 0.15% | 13,421 | -2,506 | -15.7% | -$26.20万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $140.36万 | 0.15% | 27,657 | 720 | 2.7% | $3.65万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $141.03万 | 0.15% | 39,795 | -8,016 | -16.8% | -$28.41万 | 减仓 |
| MPC | MARATHON PETE CORP | $141.75万 | 0.15% | 5,805 | 2,155 | 59.0% | $52.62万 | 加仓 |
| EWW | ISHARES INC | $143.19万 | 0.15% | 19,034 | -751 | -3.8% | -$5.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $147.17万 | 0.16% | 50,020 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $148.76万 | 0.16% | 64,064 | 10,115 | 18.7% | $23.49万 | 加仓 |
| CSCO | CISCO SYS INC | $149.36万 | 0.16% | 19,250 | -431 | -2.2% | -$3.34万 | 减仓 |
| ETN | EATON CORP PLC | $150.26万 | 0.16% | 4,201 | 250 | 6.3% | $8.94万 | 加仓 |
| IDA | IDACORP INC | $150.80万 | 0.16% | 10,548 | -325 | -3.0% | -$4.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $151.96万 | 0.16% | 30,271 | -1,372 | -4.3% | -$6.89万 | 减仓 |
| ITA | ISHARES TR | $152.13万 | 0.16% | 6,955 | 956 | 15.9% | $20.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $153.66万 | 0.16% | 59,929 | -347 | -0.6% | -$8,897 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $155.28万 | 0.17% | 31,426 | 398 | 1.3% | $1.97万 | 加仓 |
| VV | VANGUARD INDEX FDS | $156.03万 | 0.17% | 5,221 | -949 | -15.4% | -$28.36万 | 减仓 |
| LAD | LITHIA MTRS INC | $156.65万 | 0.17% | 6,273 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $156.96万 | 0.17% | 54,142 | -4,186 | -7.2% | -$12.14万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $158.73万 | 0.17% | 9,144 | -801 | -8.1% | -$13.90万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $158.92万 | 0.17% | 10,959 | 1,889 | 20.8% | $27.39万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $160.90万 | 0.17% | 59,156 | 5,468 | 10.2% | $14.87万 | 加仓 |
| AGNC | AGNC INVT CORP | $161.74万 | 0.17% | 161,254 | 12,013 | 8.0% | $12.05万 | 加仓 |
| CRM | SALESFORCE INC | $162.83万 | 0.17% | 8,723 | -571 | -6.1% | -$10.66万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $165.10万 | 0.18% | 54,814 | 949 | 1.8% | $2.86万 | 加仓 |
| RTX | RTX CORPORATION | $165.95万 | 0.18% | 8,603 | -109 | -1.3% | -$2.10万 | 减仓 |
| — | WEBSTER FINL CORP | $166.16万 | 0.18% | 23,936 | -1,800 | -7.0% | -$12.50万 | 减仓 |
| C | CITIGROUP INC | $167.39万 | 0.18% | 14,759 | -652 | -4.2% | -$7.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $167.44万 | 0.18% | 3,833 | -1,078 | -22.0% | -$47.09万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $168.84万 | 0.18% | 26,937 | -1,824 | -6.3% | -$11.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $171.08万 | 0.18% | 8,812 | 59 | 0.7% | $1.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $172.20万 | 0.18% | 1,923 | 48 | 2.6% | $4.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $175.11万 | 0.19% | 5,102 | -176 | -3.3% | -$6.04万 | 减仓 |
| — | HONEYWELL INTL INC | $177.13万 | 0.19% | 7,837 | -102 | -1.3% | -$2.31万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $178.62万 | 0.19% | 14,548 | -386 | -2.6% | -$4.74万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $184.60万 | 0.20% | 69,372 | 14,047 | 25.4% | $37.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $186.18万 | 0.20% | 64,800 | -477 | -0.7% | -$1.37万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $187.32万 | 0.20% | 22,145 | 16,720 | 308.2% | $141.43万 | 加仓 |
| ASML | ASML HLDG NV | $189.27万 | 0.20% | 1,433 | -54 | -3.6% | -$7.13万 | 减仓 |
| LOW | LOWES COS INC | $191.21万 | 0.20% | 8,093 | -17 | -0.2% | -$4,017 | 减仓 |
| TFC | TRUIST FINL CORP | $194.95万 | 0.21% | 42,408 | -3,679 | -8.0% | -$16.91万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $198.77万 | 0.21% | 23,172 | 14,197 | 158.2% | $121.78万 | 加仓 |
| MCK | MCKESSON CORP | $199.57万 | 0.21% | 2,306 | -46 | -2.0% | -$3.98万 | 减仓 |
| IYW | ISHARES TR | $201.46万 | 0.22% | 11,105 | 209 | 1.9% | $3.79万 | 加仓 |
| PFE | PFIZER INC | $202.36万 | 0.22% | 72,067 | 3,886 | 5.7% | $10.91万 | 加仓 |