13F 机构持仓

SeaCrest Wealth Management, LLC

PURCHASE NY · SEC CIK 0001728121

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.0%
GOOGL 5.4%
GOOG 3.6%
NVDA 3.5%
MSFT 2.1%
AVGO 1.8%
AMZN 1.8%
QQQ 1.7%
SCHG 1.7%
LLY 1.4%

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
— WEBSTER FINL CORP $166.16万0.18%23,936 -1,800-7.0% -$12.50万 减仓
RTX RTX CORPORATION $165.95万0.18%8,603 -109-1.3% -$2.10万 减仓
— TEVA PHARMACEUTICAL INDS LTD $165.10万0.18%54,814 9491.8% $2.86万 加仓
CRM SALESFORCE INC $162.83万0.17%8,723 -571-6.1% -$10.66万 减仓
AGNC AGNC INVT CORP $161.74万0.17%161,254 12,0138.0% $12.05万 加仓
FNDB SCHWAB STRATEGIC TR $160.90万0.17%59,156 5,46810.2% $14.87万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $158.92万0.17%10,959 1,88920.8% $27.39万 加仓
LEU CENTRUS ENERGY CORP $158.73万0.17%9,144 -801-8.1% -$13.90万 减仓
T AT&T INC $156.96万0.17%54,142 -4,186-7.2% -$12.14万 减仓
LAD LITHIA MTRS INC $156.65万0.17%6,273 00.0% — 不变
VV VANGUARD INDEX FDS $156.03万0.17%5,221 -949-15.4% -$28.36万 减仓
BUFF INNOVATOR ETFS TRUST $155.28万0.17%31,426 3981.3% $1.97万 加仓
SCHX SCHWAB STRATEGIC TR $153.66万0.16%59,929 -347-0.6% -$8,897 减仓
ITA ISHARES TR $152.13万0.16%6,955 95615.9% $20.91万 加仓
VZ VERIZON COMMUNICATIONS INC $151.96万0.16%30,271 -1,372-4.3% -$6.89万 减仓
IDA IDACORP INC $150.80万0.16%10,548 -325-3.0% -$4.65万 减仓
ETN EATON CORP PLC $150.26万0.16%4,201 2506.3% $8.94万 加仓
CSCO CISCO SYS INC $149.36万0.16%19,250 -431-2.2% -$3.34万 减仓
SCHZ SCHWAB STRATEGIC TR $148.76万0.16%64,064 10,11518.7% $23.49万 加仓
— INNOVATOR ETFS TRUST $147.17万0.16%50,020 00.0% — 不变
EWW ISHARES INC $143.19万0.15%19,034 -751-3.8% -$5.65万 减仓
MPC MARATHON PETE CORP $141.75万0.15%5,805 2,15559.0% $52.62万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $141.03万0.15%39,795 -8,016-16.8% -$28.41万 减仓
EVTR MORGAN STANLEY ETF TRUST $140.36万0.15%27,657 7202.7% $3.65万 加仓
NOW SERVICENOW INC $140.32万0.15%13,421 -2,506-15.7% -$26.20万 减仓
— LAZARD ACTIVE ETF TR $138.92万0.15%41,184 260.1% $877 加仓
NOBL PROSHARES TR $138.18万0.15%13,034 9187.6% $9.73万 加仓
SNOW SNOWFLAKE INC $137.94万0.15%9,146 -476-4.9% -$7.18万 减仓
AZN ASTRAZENECA PLC $137.27万0.15%6,960 6,960— $137.27万 新建仓
MINT PIMCO ETF TR $136.89万0.15%13,612 3252.4% $3.27万 加仓
ORLY OREILLY AUTOMOTIVE INC $136.78万0.15%14,817 -130-0.9% -$1.20万 减仓
INTC INTEL CORP $136.44万0.15%30,918 -95-0.3% -$4,192 减仓
RSPT INVESCO EXCHANGE TRADED FD T $135.79万0.15%30,003 -1,335-4.3% -$6.04万 减仓
FTEC FIDELITY COVINGTON TRUST $134.95万0.14%6,486 -303-4.5% -$6.30万 减仓
GS GOLDMAN SACHS GROUP INC $134.95万0.14%1,595 27420.7% $23.18万 加仓
XLF SELECT SECTOR SPDR TR $134.29万0.14%27,202 -6-0.0% -$296 减仓
GE GE AEROSPACE $134.06万0.14%4,724 -7,451-61.2% -$211.45万 减仓
QCOM QUALCOMM INC $133.28万0.14%10,349 -514-4.7% -$6.62万 减仓
QUAL ISHARES TR $132.35万0.14%6,900 1,07818.5% $20.68万 加仓
SCHH SCHWAB STRATEGIC TR $130.80万0.14%60,867 -431-0.7% -$9,262 减仓
PANW PALO ALTO NETWORKS INC $130.42万0.14%8,135 -417-4.9% -$6.69万 减仓
LMT LOCKHEED MARTIN CORP $128.51万0.14%2,126 19810.3% $11.97万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $128.37万0.14%11,738 4093.6% $4.47万 加仓
SFLR INNOVATOR ETFS TRUST $127.72万0.14%36,069 -560-1.5% -$1.98万 减仓
COP CONOCOPHILLIPS $125.80万0.13%9,530 3293.6% $4.34万 加仓
MO ALTRIA GROUP INC $124.54万0.13%18,873 -1,469-7.2% -$9.69万 减仓
RSP INVESCO EXCHANGE TRADED FD T $124.26万0.13%6,474 5,284444.0% $101.42万 加仓
— PUTNAM ETF TRUST $123.56万0.13%169,729 1190.1% $866 加仓
PWR QUANTA SVCS INC $123.53万0.13%2,250 -5-0.2% -$2,745 减仓
SLV ISHARES SILVER TR $123.34万0.13%18,101 -1,075-5.6% -$7.33万 减仓
MUNI PIMCO ETF TR $123.06万0.13%23,580 -387-1.6% -$2.02万 减仓
HOOD ROBINHOOD MKTS INC $120.99万0.13%17,459 -9,583-35.4% -$66.41万 减仓
ORCL ORACLE CORP $119.89万0.13%8,150 -676-7.7% -$9.94万 减仓
BAC BANK AMERICA CORP $119.82万0.13%24,578 -1,041-4.1% -$5.07万 减仓
WMB WILLIAMS COS INC $119.23万0.13%16,382 1,53410.3% $11.16万 加仓
EFA ISHARES TR $118.00万0.13%12,149 1,0259.2% $9.96万 加仓
RSG REPUBLIC SVCS INC $116.92万0.13%5,338 -194-3.5% -$4.25万 减仓
EWY ISHARES INC $116.71万0.12%9,488 9,488— $116.71万 新建仓
SCHC SCHWAB STRATEGIC TR $116.44万0.12%24,913 -309-1.2% -$1.44万 减仓
XLI SELECT SECTOR SPDR TR $116.26万0.12%7,188 4887.3% $7.89万 加仓
SCHE SCHWAB STRATEGIC TR $116.22万0.12%35,273 -1,558-4.2% -$5.13万 减仓
IBIT ISHARES BITCOIN TRUST ETF $116.08万0.12%30,213 -3,153-9.4% -$12.11万 减仓
CFG CITIZENS FINL GROUP INC $115.64万0.12%19,283 1190.6% $7,136 加仓
GRID FIRST TR EXCHANGE-TRADED FD $115.52万0.12%7,062 -46-0.6% -$7,525 减仓
VGSH VANGUARD SCOTTSDALE FDS $114.95万0.12%19,637 10.0% $59 加仓
ABT ABBOTT LABORATORIES $114.12万0.12%11,116 170.2% $1,745 加仓
TJX TJX COS INC NEW $114.04万0.12%7,141 2273.3% $3.62万 加仓
LQD ISHARES TR $114.01万0.12%10,461 -2,719-20.6% -$29.63万 减仓
WDC WESTERN DIGITAL CORP $113.34万0.12%4,190 4,190— $113.34万 新建仓
IEF ISHARES TR $111.88万0.12%11,723 2,77731.0% $26.50万 加仓
SPSB SPDR SERIES TRUST $111.86万0.12%37,199 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $110.32万0.12%16,500 -3,936-19.3% -$26.32万 减仓
XLE SELECT SECTOR SPDR TR $110.14万0.12%17,979 3,78526.7% $23.19万 加仓
EPD ENTERPRISE PRODS PARTNERS L $109.40万0.12%28,911 -1,340-4.4% -$5.07万 减仓
JCI JOHNSON CONTROLS INTERNATION $109.33万0.12%8,349 1,10215.2% $14.43万 加仓
EVRG EVERGY INC $109.05万0.12%13,312 00.0% — 不变
FEGE RBB FUND TRUST $107.99万0.12%22,976 7,05844.3% $33.17万 加仓
VNQ VANGUARD INDEX FDS $107.00万0.11%12,063 -184-1.5% -$1.63万 减仓
— VANECK ETF TRUST $104.60万0.11%27,013 -150-0.6% -$5,808 减仓
MA MASTERCARD INCORPORATED $103.68万0.11%2,075 -115-5.3% -$5.75万 减仓
PNQI INVESCO EXCHANGE TRADED FD T $103.22万0.11%23,076 -930-3.9% -$4.16万 减仓
MCD MCDONALDS CORP $103.20万0.11%3,321 1284.0% $3.98万 加仓
FDX FEDEX CORP $102.72万0.11%2,884 -395-12.0% -$14.07万 减仓
NEE NEXTERA ENERGY INC $101.15万0.11%10,890 -1,027-8.6% -$9.54万 减仓
HUBB HUBBELL INC $101.14万0.11%2,061 1085.5% $5.30万 加仓
EPOL ISHARES TR $100.31万0.11%27,550 -99-0.4% -$3,605 减仓
— INNOVATOR ETFS TRUST $100.07万0.11%26,131 -4,031-13.4% -$15.44万 减仓
EQWL INVESCO EXCHANGE TRADED FD T $100.04万0.11%8,681 87211.2% $10.05万 加仓
SITM SITIME CORP $98.60万0.11%2,855 -300-9.5% -$10.36万 减仓
DXJ WISDOMTREE TR $98.38万0.11%6,204 00.0% — 不变
SO SOUTHERN CO $98.26万0.11%10,180 -688-6.3% -$6.64万 减仓
IVW ISHARES TR $98.04万0.10%8,668 1,70624.5% $19.30万 加仓
USAC USA COMPRESSION PARTNERS LP $97.69万0.10%36,020 400.1% $1,085 加仓
BMY BRISTOL-MYERS SQUIBB CO $97.17万0.10%16,021 -2,367-12.9% -$14.36万 减仓
MRVL MARVELL TECHNOLOGY INC $95.83万0.10%9,675 -365-3.6% -$3.62万 减仓
URI UNITED RENTALS INC $95.74万0.10%1,314 -142-9.8% -$10.35万 减仓
PICK ISHARES INC $95.21万0.10%16,825 16,825— $95.21万 新建仓
PBR PETROLEO BRASILEIRO S A $95.13万0.10%45,847 -20,464-30.9% -$42.46万 减仓
DX DYNEX CAP INC $95.10万0.10%74,529 7281.0% $9,289 加仓
FMAT FIDELITY COVINGTON TRUST $95.03万0.10%16,486 1000.6% $5,764 加仓