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
IBB ISHARES TR $38.87万0.04%2,302 -33-1.4% -$5,572 减仓
IUSB ISHARES TR $38.47万0.04%8,329 3,55174.3% $16.40万 加仓
— INNOVATOR ETFS TRUST $38.38万0.04%13,575 00.0% — 不变
TGT TARGET CORP $38.34万0.04%3,163 53820.5% $6.52万 加仓
BMEZ BLACKROCK HEALTH SCIENCES TE $38.23万0.04%26,623 -2,228-7.7% -$3.20万 减仓
FNDF SCHWAB STRATEGIC TR $38.12万0.04%7,791 3,14067.5% $15.36万 加仓
FCAL FIRST TR EXCH TRADED FD III $38.02万0.04%7,776 300.4% $1,467 加仓
PAVE GLOBAL X FDS $38.01万0.04%7,481 3464.8% $1.76万 加仓
BEP BROOKFIELD RENEWABLE ENERGY $37.94万0.04%11,624 -1,900-14.0% -$6.20万 减仓
ESGD ISHARES TR $37.88万0.04%3,962 -1,277-24.4% -$12.21万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $37.54万0.04%1,921 -84-4.2% -$1.64万 减仓
DPZ DOMINOS PIZZA INC $37.52万0.04%1,046 -7-0.7% -$2,511 减仓
CME CME GROUP INC $37.39万0.04%1,266 252.0% $7,384 加仓
ECG EVERUS CONSTR GROUP $37.26万0.04%3,156 -600-16.0% -$7.08万 减仓
SYK STRYKER CORPORATION $37.13万0.04%1,130 -287-20.3% -$9.43万 减仓
BEPC BROOKFIELD RENEWABLE CORP $37.12万0.04%9,320 810.9% $3,226 加仓
ELV ELEVANCE HEALTH INC FORMERLY $37.09万0.04%1,267 -71-5.3% -$2.08万 减仓
KMB KIMBERLY-CLARK CORP $37.09万0.04%3,845 641.7% $6,174 加仓
NULV NUSHARES ETF TR $36.68万0.04%8,062 -4,412-35.4% -$20.07万 减仓
PRU PRUDENTIAL FINL INC $36.21万0.04%3,707 3059.0% $2.98万 加仓
HIG HARTFORD INSURANCE GROUP INC $36.01万0.04%2,663 1285.0% $1.73万 加仓
EQIX EQUINIX INC $35.99万0.04%367 -30-7.6% -$2.94万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $35.78万0.04%6,162 -1,273-17.1% -$7.39万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $35.65万0.04%5,517 300.5% $1,938 加仓
SHW SHERWIN WILLIAMS CO $35.47万0.04%1,107 -9-0.8% -$2,884 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $35.24万0.04%187 00.0% — 不变
— RICHMOND MUT BANCORPORATION $35.08万0.04%25,853 00.0% — 不变
PEO ADAM NAT RES FD INC $35.03万0.04%12,600 00.0% — 不变
— CLOUGH GLOBAL EQUITY FD $35.01万0.04%46,496 -2,742-5.6% -$2.06万 减仓
BIV VANGUARD BD INDEX FDS $34.99万0.04%4,534 -13-0.3% -$1,003 减仓
— INNOVATOR ETFS TRUST $34.93万0.04%13,250 00.0% — 不变
EMLP FIRST TR EXCHANGE-TRADED FD $34.75万0.04%7,958 7,958— $34.75万 新建仓
Q QNITY ELECTRONICS INC $34.47万0.04%2,987 -73-2.4% -$8,423 减仓
CNQ CANADIAN NAT RES LTD MED TER $34.27万0.04%7,033 2033.0% $9,892 加仓
VNQI VANGUARD INTL EQUITY INDEX F $34.05万0.04%7,661 00.0% — 不变
HDV ISHARES TR $34.04万0.04%2,508 2,508— $34.04万 新建仓
SPGI S&P GLOBAL INC $33.94万0.04%798 -318-28.5% -$13.53万 减仓
FSK FS KKR CAP CORP $33.92万0.04%33,323 -28,537-46.1% -$29.05万 减仓
UFOX ETF SER SOLUTIONS $33.90万0.04%4,973 -46-0.9% -$3,136 减仓
— VIRTUS GLOBAL MULTI-SECTOR I $33.78万0.04%45,767 -1,808-3.8% -$1.33万 减仓
— WESTERN ASSET MTG DEFINED OP $33.63万0.04%31,280 -1,092-3.4% -$1.17万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $33.49万0.04%3,610 -76-2.1% -$7,050 减仓
DELL DELL TECHNOLOGIES INC $33.33万0.04%2,031 -10-0.5% -$1,641 减仓
RITM RITHM CAPITAL CORP $33.27万0.04%35,100 -11,974-25.4% -$11.35万 减仓
KGC KINROSS GOLD CORP $33.08万0.04%10,840 -2,000-15.6% -$6.10万 减仓
ROK ROCKWELL AUTOMATION INC $32.93万0.04%918 505.8% $1.79万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $32.92万0.04%3,507 -675-16.1% -$6.34万 减仓
ADPV SERIES PORTFOLIOS TR $32.89万0.04%7,799 1,29619.9% $5.46万 加仓
DGX QUEST DIAGNOSTICS INC $32.69万0.03%1,668 -76-4.4% -$1.49万 减仓
ALL ALLSTATE CORP $32.69万0.03%1,576 664.4% $1.37万 加仓
ENB ENBRIDGE INC $32.66万0.03%6,032 1,37529.5% $7.44万 加仓
TILT FLEXSHARES TR $32.63万0.03%1,352 1,352— $32.63万 新建仓
AVAV AEROVIRONMENT INC $32.38万0.03%1,769 -688-28.0% -$12.59万 减仓
UNP UNION PAC CORP $32.19万0.03%1,327 -66-4.7% -$1.60万 减仓
VNT VONTIER CORPORATION $32.05万0.03%9,037 -915-9.2% -$3.25万 减仓
GNRC GENERAC HLDGS INC $31.94万0.03%1,635 20514.3% $4.00万 加仓
BRW SABA CAPITAL INCOME & OPRNT $31.70万0.03%47,033 4851.0% $3,269 加仓
FANG DIAMONDBACK ENERGY INC $31.65万0.03%1,600 251.6% $4,945 加仓
HHH HOWARD HUGHES HOLDINGS INC $31.63万0.03%5,000 00.0% — 不变
DFIS DIMENSIONAL ETF TRUST $31.31万0.03%9,300 5396.2% $1.81万 加仓
O REALTY INCOME CORP $31.10万0.03%5,083 -124-2.4% -$7,586 减仓
AWK AMERICAN WTR WKS CO INC NEW $30.83万0.03%2,265 -4-0.2% -$544 减仓
MSTR STRATEGY INC $30.79万0.03%2,467 1054.4% $1.31万 加仓
IBN ICICI BANK LIMITED $30.64万0.03%11,832 00.0% — 不变
BCSF BAIN CAP SPECIALTY FIN INC $30.57万0.03%24,650 -3,750-13.2% -$4.65万 减仓
GGLL DIREXION SHARES ETF TRUST $30.53万0.03%3,911 00.0% — 不变
BOXX EA SERIES TRUST $30.24万0.03%2,600 00.0% — 不变
ARR ARMOUR RESIDENTIAL REIT INC $30.21万0.03%18,112 00.0% — 不变
NVDL GRANITESHARES ETF TR $30.20万0.03%4,161 00.0% — 不变
IWP ISHARES TR $30.18万0.03%2,356 00.0% — 不变
GLO CLOUGH GLOBAL OPPORTUNITIES $30.16万0.03%54,145 -2,381-4.2% -$1.33万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $30.14万0.03%1,378 60.4% $1,312 加仓
AES AES CORP $29.96万0.03%21,267 1,0915.4% $1.54万 加仓
VCSH VANGUARD SCOTTSDALE FDS $29.89万0.03%3,770 -549-12.7% -$4.35万 减仓
JRI NUVEEN REAL ASSET INCOME & G $29.80万0.03%24,229 -1,093-4.3% -$1.34万 减仓
VPU VANGUARD WORLD FD $29.67万0.03%1,498 -39-2.5% -$7,725 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $29.40万0.03%17,699 -197-1.1% -$3,272 减仓
SSRM SSR MINING IN $29.37万0.03%10,000 -50-0.5% -$1,469 减仓
VUSB VANGUARD BD INDEX FDS $29.12万0.03%5,850 00.0% — 不变
YUM YUM BRANDS INC $29.09万0.03%1,871 43930.7% $6.83万 加仓
NEM NEWMONT CORP $28.96万0.03%2,675 -18-0.7% -$1,949 减仓
FMB FIRST TR EXCH TRADED FD III $28.93万0.03%5,711 -200-3.4% -$1.01万 减仓
DOW DOW HLDGS INC $28.73万0.03%6,898 6,898— $28.73万 新建仓
MRSH MARSH & MCLENNAN COS INC $28.65万0.03%1,652 -21-1.3% -$3,642 减仓
GM GENERAL MTRS CO $28.63万0.03%3,843 -160-4.0% -$1.19万 减仓
BAI BLACKROCK ETF TRUST $28.45万0.03%8,633 8,633— $28.45万 新建仓
IYF ISHARES TR $28.31万0.03%2,406 60.2% $706 加仓
AVEM AMERICAN CENTY ETF TR $28.27万0.03%3,508 3,508— $28.27万 新建仓
DXCM DEXCOM INC $28.24万0.03%4,497 2957.0% $1.85万 加仓
PJT PJT PARTNERS INC $28.10万0.03%2,011 00.0% — 不变
PLD PROLOGIS INC. $28.07万0.03%2,124 -62-2.8% -$8,195 减仓
SPLV INVESCO EXCH TRADED FD TR II $27.95万0.03%3,822 -550-12.6% -$4.02万 减仓
EEM ISHARES TR $27.72万0.03%4,881 3006.5% $1.70万 加仓
MSI MOTOROLA SOLUTIONS INC $27.64万0.03%637 00.0% — 不变
PWV INVESCO EXCHANGE TRADED FD T $27.62万0.03%3,962 -132-3.2% -$9,203 减仓
EIX EDISON INTL $27.57万0.03%3,767 -27-0.7% -$1,976 减仓
USMV ISHARES TR $27.56万0.03%2,972 -728-19.7% -$6.75万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $27.50万0.03%5,203 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $27.32万0.03%2,491 -727-22.6% -$7.97万 减仓
HAL HALLIBURTON CO $27.31万0.03%7,005 -1,755-20.0% -$6.84万 减仓