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
JCPB J P MORGAN EXCHANGE TRADED F $93.69万0.10%19,900 8154.3% $3.84万 加仓
TLT ISHARES TR $93.56万0.10%10,792 1,16112.1% $10.06万 加仓
GWW WW GRAINGER INC $93.37万0.10%856 -62-6.8% -$6.76万 减仓
ISRG INTUITIVE SURGICAL INC $93.30万0.10%2,024 -193-8.7% -$8.90万 减仓
— INNOVATOR ETFS TRUST $93.12万0.10%45,328 00.0% — 不变
WFC WELLS FARGO & CO $92.72万0.10%11,647 -733-5.9% -$5.84万 减仓
EMR EMERSON ELEC CO $92.05万0.10%7,026 -96-1.3% -$1.26万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $90.07万0.10%2,299 1,221113.3% $47.83万 加仓
EBC EASTERN BANKSHARES INC $89.98万0.10%46,000 00.0% — 不变
GILD GILEAD SCIENCES INC $89.84万0.10%6,446 661.0% $9,199 加仓
BX BLACKSTONE INC $88.86万0.10%7,728 1712.3% $1.97万 加仓
AXP AMERICAN EXPRESS CO $88.50万0.09%2,926 -168-5.4% -$5.08万 减仓
CHAT TIDAL TRUST II $87.56万0.09%14,157 1,53812.2% $9.51万 加仓
LNG CHENIERE ENERGY INC $87.34万0.09%3,078 -62-2.0% -$1.76万 减仓
SBUX STARBUCKS CORP $87.04万0.09%9,715 981.0% $8,780 加仓
DIA STATE STR SPDR DOW JONES IND $86.71万0.09%1,872 -2-0.1% -$926 减仓
SHY ISHARES TR $85.78万0.09%10,389 -15,441-59.8% -$127.50万 减仓
FPE FIRST TR EXCH TRADED FD III $85.33万0.09%48,071 -25-0.1% -$444 减仓
DE DEERE & CO $85.17万0.09%1,512 -194-11.4% -$10.93万 减仓
HYG ISHARES TR $84.79万0.09%10,658 -251-2.3% -$2.00万 减仓
AEP AMERICAN ELEC PWR CO INC $82.90万0.09%6,325 290.5% $3,801 加仓
CWB SPDR SERIES TRUST $82.27万0.09%8,989 1511.7% $1.38万 加仓
CSM PROSHARES TR $79.81万0.09%10,667 00.0% — 不变
USB US BANCORP $79.75万0.09%15,335 -1,696-10.0% -$8.82万 减仓
IAU ISHARES GOLD TR $79.05万0.08%8,967 3153.6% $2.78万 加仓
MMM 3M CO $78.92万0.08%5,434 -927-14.6% -$13.46万 减仓
MLRG ISHARES TR $78.67万0.08%8,755 -150-1.7% -$1.35万 减仓
ETR ENTERGY CORP NEW $78.65万0.08%7,000 3,673110.4% $41.27万 加仓
IEFA ISHARES TR $77.81万0.08%8,594 -3,125-26.7% -$28.29万 减仓
TDG TRANSDIGM GROUP INC $77.53万0.08%669 20.3% $2,318 加仓
SCHW SCHWAB CHARLES CORP $75.75万0.08%8,061 -589-6.8% -$5.54万 减仓
CEG CONSTELLATION ENERGY CORP $75.73万0.08%2,712 66532.5% $18.57万 加仓
MTB M & T BK CORP $74.42万0.08%3,600 -27-0.7% -$5,582 减仓
IJH ISHARES TR $74.18万0.08%10,985 1091.0% $7,361 加仓
JPST J P MORGAN EXCHANGE TRADED F $72.79万0.08%14,383 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $72.39万0.08%29,060 -1,288-4.2% -$3.21万 减仓
IUSG ISHARES TR $72.17万0.08%4,653 -523-10.1% -$8.11万 减仓
CB CHUBB LTD SWITZ $71.44万0.08%2,192 -192-8.1% -$6.26万 减仓
NBIS NEBIUS GROUP N.V. $71.35万0.08%6,876 -34-0.5% -$3,528 减仓
— ISHARES TR $70.87万0.08%25,203 4,46321.5% $12.55万 加仓
FSLR FIRST SOLAR INC $70.07万0.07%3,552 91134.5% $17.97万 加仓
PYLD PIMCO ETF TR $69.77万0.07%26,629 5,57726.5% $14.61万 加仓
APD AIR PRODUCTS AND CHEMICALS I $69.29万0.07%2,385 -21-0.9% -$6,101 减仓
MP MP MATERIALS CORP $69.21万0.07%14,342 -348-2.4% -$1.68万 减仓
QQQI NEOS ETF TRUST $68.54万0.07%13,794 -1,165-7.8% -$5.79万 减仓
SLB SLB LIMITED $68.16万0.07%13,264 1,70314.7% $8.75万 加仓
ET ENERGY TRANSFER L P $68.12万0.07%35,296 2,0756.2% $4.00万 加仓
SPYM SPDR SERIES TRUST $68.07万0.07%8,894 8,894— $68.07万 新建仓
TT TRANE TECHNOLOGIES PLC $68.05万0.07%1,633 00.0% — 不变
MS MORGAN STANLEY $67.31万0.07%4,090 -635-13.4% -$10.45万 减仓
SPOT SPOTIFY TECHNOLOGY S A $67.31万0.07%1,388 -719-34.1% -$34.87万 减仓
CCJ CAMECO CORP $67.00万0.07%6,169 85716.1% $9.31万 加仓
FCX FREEPORT MCMORAN INC $66.70万0.07%11,347 -62-0.5% -$3,644 减仓
— ISHARES TR $66.50万0.07%27,500 00.0% — 不变
EOG EOG RES INC $66.46万0.07%4,597 1,54550.6% $22.34万 加仓
CAH CARDINAL HEALTH INC $66.42万0.07%3,143 -43-1.3% -$9,087 减仓
DCOM DIME CMNTY BANCSHARES INC $66.26万0.07%19,593 -2,050-9.5% -$6.93万 减仓
IVE ISHARES TR $65.96万0.07%3,124 1,44786.3% $30.55万 加仓
BA BOEING CO $65.92万0.07%3,312 36812.5% $7.32万 加仓
SLYV SPDR SERIES TRUST $65.76万0.07%6,953 -80-1.1% -$7,566 减仓
BNDC FLEXSHARES TR $65.69万0.07%29,537 29,537— $65.69万 新建仓
ICOP ISHARES TR $65.25万0.07%13,715 460.3% $2,189 加仓
AIO VIRTUS ARTIFICIAL INTELLIGEN $65.19万0.07%30,450 -3,100-9.2% -$6.64万 减仓
BP BP PLC $64.97万0.07%13,823 -14,651-51.5% -$68.86万 减仓
DUK DUKE ENERGY CORP NEW $64.95万0.07%4,960 -35-0.7% -$4,583 减仓
DVY ISHARES TR $64.75万0.07%4,277 45311.8% $6.86万 加仓
VYM VANGUARD WHITEHALL FDS $64.59万0.07%4,361 3438.5% $5.08万 加仓
— BLACKSTONE LONG SHORT CR INC $64.58万0.07%59,248 12,40026.5% $13.52万 加仓
VXUS VANGUARD STAR FDS $64.43万0.07%8,355 2,06332.8% $15.91万 加仓
IWD ISHARES TR $64.37万0.07%3,013 -758-20.1% -$16.19万 减仓
DVN DEVON ENERGY CORP NEW $63.71万0.07%12,660 1,45913.0% $7.34万 加仓
BNY BANK NEW YORK MELLON CORP $63.62万0.07%5,363 -23-0.4% -$2,728 减仓
FBNC FIRST BANCORP N C $63.31万0.07%11,235 -200-1.7% -$1.13万 减仓
IWM ISHARES TR $62.59万0.07%2,524 39618.6% $9.82万 加仓
TIP ISHARES TR $61.84万0.07%5,603 1402.6% $1.55万 加仓
SSB SOUTHSTATE BK CORP $61.66万0.07%6,665 00.0% — 不变
FAST FASTENAL CO $60.94万0.07%13,134 -23-0.2% -$1,067 减仓
CLS CELESTICA INC $60.84万0.07%2,160 -2,210-50.6% -$62.25万 减仓
QQQE DIREXION SHARES ETF TRUST $60.69万0.06%6,160 -259-4.0% -$2.55万 减仓
TMO THERMO FISHER SCIENTIFIC INC $60.56万0.06%1,232 -8-0.6% -$3,932 减仓
PAPR INNOVATOR ETFS TRUST $60.44万0.06%15,186 00.0% — 不变
VST VISTRA CORP $60.21万0.06%4,005 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $60.02万0.06%7,992 -694-8.0% -$5.21万 减仓
— UNITED STS COMMODITY INDEX F $59.54万0.06%6,247 180.3% $1,716 加仓
NSC NORFOLK SOUTHN CORP $59.49万0.06%2,073 -99-4.6% -$2.84万 减仓
SPYI NEOS ETF TRUST $58.95万0.06%11,941 1,47014.0% $7.26万 加仓
LHX L3HARRIS TECHNOLOGIES INC $58.83万0.06%1,704 1187.4% $4.07万 加仓
TEL TE CONNECTIVITY PLC $58.81万0.06%2,814 -177-5.9% -$3.70万 减仓
CL COLGATE PALMOLIVE CO $58.67万0.06%6,884 1131.7% $9,631 加仓
REZ ISHARES TR $58.49万0.06%7,029 00.0% — 不变
IDVO AMPLIFY ETF TR $58.16万0.06%14,370 340.2% $1,376 加仓
QQQM INVESCO EXCH TRADED FD TR II $57.74万0.06%2,430 120.5% $2,851 加仓
TOLZ PROSHARES TR $57.54万0.06%9,594 240.3% $1,440 加仓
DYNF BLACKROCK ETF TRUST $57.35万0.06%9,858 9,858— $57.35万 新建仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $56.86万0.06%8,646 2743.3% $1.80万 加仓
BLK BLACKROCK INC $56.55万0.06%588 -5-0.8% -$4,809 减仓
APO APOLLO GLOBAL MGMT INC $56.51万0.06%5,072 -13-0.3% -$1,448 减仓
UNH UNITEDHEALTH GROUP INC $56.29万0.06%2,080 -296-12.5% -$8.01万 减仓
OKE ONEOK INC NEW $56.13万0.06%6,210 -949-13.3% -$8.58万 减仓
IEMG ISHARES INC $55.53万0.06%7,961 1,86030.5% $12.97万 加仓