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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | $27.24万 | 0.03% | 17,154 | -14,101 | -45.1% | -$22.39万 | 减仓 |
| PPG | PPG INDS INC | $27.23万 | 0.03% | 2,548 | -777 | -23.4% | -$8.30万 | 减仓 |
| — | PUTNAM ETF TRUST | $27.05万 | 0.03% | 34,684 | 191 | 0.6% | $1,490 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $26.23万 | 0.03% | 1,323 | 9 | 0.7% | $1,785 | 加仓 |
| WAB | WABTEC | $26.14万 | 0.03% | 1,046 | -44 | -4.0% | -$1.10万 | 减仓 |
| AGG | ISHARES TR | $25.89万 | 0.03% | 2,608 | -45 | -1.7% | -$4,467 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $25.86万 | 0.03% | 39,913 | -2,396 | -5.7% | -$1.55万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $25.78万 | 0.03% | 7,016 | -67 | -0.9% | -$2,462 | 减仓 |
| APH | AMPHENOL CORP | $25.78万 | 0.03% | 2,040 | 350 | 20.7% | $4.42万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $25.70万 | 0.03% | 3,135 | 1 | 0.0% | $82 | 加仓 |
| BIL | SPDR SERIES TRUST | $25.66万 | 0.03% | 2,800 | 2,800 | — | $25.66万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $25.65万 | 0.03% | 7,908 | -2,915 | -26.9% | -$9.45万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $25.51万 | 0.03% | 1,378 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $25.45万 | 0.03% | 625 | 0 | 0.0% | — | 重新持有 |
| EXC | EXELON CORP | $25.41万 | 0.03% | 5,184 | 3 | 0.1% | $147 | 加仓 |
| SYY | SYSCO CORP | $25.32万 | 0.03% | 3,549 | -153 | -4.1% | -$1.09万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $25.31万 | 0.03% | 9,595 | 3 | 0.0% | $79 | 加仓 |
| UI | UBIQUITI INC | $25.29万 | 0.03% | 320 | -205 | -39.0% | -$16.20万 | 减仓 |
| AGX | ARGAN INC | $25.27万 | 0.03% | 464 | 464 | — | $25.27万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $25.21万 | 0.03% | 12,061 | -652 | -5.1% | -$1.36万 | 减仓 |
| BKH | BLACK HILLS CORP | $25.18万 | 0.03% | 3,628 | -95 | -2.6% | -$6,595 | 减仓 |
| DGRO | ISHARES TR | $25.18万 | 0.03% | 3,588 | 3,588 | — | $25.18万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $25.13万 | 0.03% | 790 | 78 | 11.0% | $2.48万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $25.07万 | 0.03% | 3,428 | -404 | -10.5% | -$2.95万 | 减仓 |
| ORI | OLD REP INTL CORP | $24.93万 | 0.03% | 6,248 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $24.89万 | 0.03% | 5,167 | -555 | -9.7% | -$2.67万 | 减仓 |
| — | THEMES ETF TR | $24.85万 | 0.03% | 5,721 | 373 | 7.0% | $1.62万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $24.75万 | 0.03% | 5,425 | 5,425 | — | $24.75万 | 新建仓 |
| — | SPROTT FDS TR | $24.63万 | 0.03% | 9,159 | -1,578 | -14.7% | -$4.24万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $24.49万 | 0.03% | 3,994 | 1 | 0.0% | $61 | 加仓 |
| CSX | CSX CORP | $24.44万 | 0.03% | 5,953 | -124 | -2.0% | -$5,090 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.34万 | 0.03% | 7,603 | -257 | -3.3% | -$8,227 | 减仓 |
| MPLX | MPLX LP | $24.25万 | 0.03% | 4,250 | 4,250 | — | $24.25万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $24.11万 | 0.03% | 1,113 | -17 | -1.5% | -$3,682 | 减仓 |
| ATO | ATMOS ENERGY CORP | $24.07万 | 0.03% | 1,303 | -9 | -0.7% | -$1,662 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $24.03万 | 0.03% | 1,212 | 64 | 5.6% | $1.27万 | 加仓 |
| P | EVERPURE INC | $23.99万 | 0.03% | 4,063 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $23.92万 | 0.03% | 49,114 | -353 | -0.7% | -$1,719 | 减仓 |
| ZROZ | PIMCO ETF TR | $23.87万 | 0.03% | 3,729 | 3,729 | — | $23.87万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $23.76万 | 0.03% | 5,150 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $23.59万 | 0.03% | 8,471 | -10 | -0.1% | -$278 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $23.57万 | 0.03% | 7,030 | -337 | -4.6% | -$1.13万 | 重新持有 |
| NULG | NUSHARES ETF TR | $23.55万 | 0.03% | 2,590 | -1,063 | -29.1% | -$9.67万 | 减仓 |
| EME | EMCOR GROUP INC | $23.55万 | 0.03% | 319 | -88 | -21.6% | -$6.50万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $23.54万 | 0.03% | 335 | 335 | — | $23.54万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $23.47万 | 0.03% | 3,603 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.47万 | 0.03% | 4,991 | -1 | -0.0% | -$47 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $23.38万 | 0.03% | 8,309 | 621 | 8.1% | $1.75万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $23.36万 | 0.02% | 8,136 | 3 | 0.0% | $86 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.27万 | 0.02% | 1,182 | -30 | -2.5% | -$5,906 | 减仓 |
| SPTL | SPDR SERIES TRUST | $23.22万 | 0.02% | 8,828 | 900 | 11.4% | $2.37万 | 加仓 |
| RPM | RPM INTL INC | $23.13万 | 0.02% | 2,327 | 28 | 1.2% | $2,783 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $23.04万 | 0.02% | 20,753 | -1,132 | -5.2% | -$1.26万 | 减仓 |
| HSY | HERSHEY CO | $23.03万 | 0.02% | 1,108 | -4 | -0.4% | -$832 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.02万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $22.92万 | 0.02% | 4,963 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.85万 | 0.02% | 3,652 | -406 | -10.0% | -$2.54万 | 减仓 |
| MET | METLIFE INC | $22.84万 | 0.02% | 3,229 | 5 | 0.2% | $354 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.83万 | 0.02% | 4,055 | 4,055 | — | $22.83万 | 新建仓 |
| SGOL | ETFS GOLD TR | $22.83万 | 0.02% | 5,116 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $22.83万 | 0.02% | 4,713 | 159 | 3.5% | $7,700 | 加仓 |
| F | FORD MTR CO | $22.79万 | 0.02% | 19,749 | -933 | -4.5% | -$1.08万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $22.75万 | 0.02% | 23,718 | -667 | -2.7% | -$6,397 | 减仓 |
| — | DUPONT DE NEMOURS INC | $22.67万 | 0.02% | 4,950 | -893 | -15.3% | -$4.09万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $22.66万 | 0.02% | 11,100 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $22.42万 | 0.02% | 1,426 | 5 | 0.4% | $786 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $22.23万 | 0.02% | 10,310 | 10,310 | — | $22.23万 | 新建仓 |
| GIS | GENERAL MILLS INC | $22.21万 | 0.02% | 5,968 | -189 | -3.1% | -$7,034 | 减仓 |
| B | BARRICK MNG CORP | $22.11万 | 0.02% | 5,421 | -200 | -3.6% | -$8,158 | 减仓 |
| VFH | VANGUARD WORLD FD | $21.99万 | 0.02% | 1,821 | 52 | 2.9% | $6,281 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.95万 | 0.02% | 2,652 | -1,050 | -28.4% | -$8.69万 | 减仓 |
| UL | UNILEVER PLC | $21.89万 | 0.02% | 3,843 | -17 | -0.4% | -$968 | 减仓 |
| CINF | CINCINNATI FINL CORP | $21.89万 | 0.02% | 1,391 | 6 | 0.4% | $944 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $21.88万 | 0.02% | 15,486 | -1,611 | -9.4% | -$2.28万 | 减仓 |
| DOV | DOVER CORP | $21.87万 | 0.02% | 1,049 | -21 | -2.0% | -$4,377 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $21.82万 | 0.02% | 15,112 | -1,189 | -7.3% | -$1.72万 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $21.75万 | 0.02% | 36,193 | -1,398 | -3.7% | -$8,402 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $21.72万 | 0.02% | 2,148 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $21.71万 | 0.02% | 3,000 | 35 | 1.2% | $2,533 | 重新持有 |
| VTEI | VANGUARD MUN BD FDS | $21.63万 | 0.02% | 2,164 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $21.60万 | 0.02% | 1,830 | -200 | -9.9% | -$2.36万 | 减仓 |
| FN | FABRINET | $21.43万 | 0.02% | 411 | 411 | — | $21.43万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $21.36万 | 0.02% | 66,327 | -1,525 | -2.2% | -$4,911 | 减仓 |
| — | EPR PPTYS | $21.31万 | 0.02% | 9,425 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $21.28万 | 0.02% | 1,166 | -51 | -4.2% | -$9,306 | 减仓 |
| VXF | VANGUARD INDEX FDS | $21.20万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $21.20万 | 0.02% | 3,317 | 3,317 | — | $21.20万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.17万 | 0.02% | 2,643 | 112 | 4.4% | $8,969 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $20.95万 | 0.02% | 15,587 | -696 | -4.3% | -$9,354 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $20.89万 | 0.02% | 1,863 | 1,863 | — | $20.89万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $20.83万 | 0.02% | 5,752 | 5,752 | — | $20.83万 | 新建仓 |
| ICSH | ISHARES TR | $20.82万 | 0.02% | 4,113 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $20.79万 | 0.02% | 11,000 | 11,000 | — | $20.79万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $20.78万 | 0.02% | 28,547 | -1,375 | -4.6% | -$1.00万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $20.77万 | 0.02% | 5,159 | -1,651 | -24.2% | -$6.65万 | 重新持有 |
| EZM | WISDOMTREE TR | $20.74万 | 0.02% | 3,085 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $20.62万 | 0.02% | 23,926 | 1,288 | 5.7% | $1.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.56万 | 0.02% | 7,072 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $20.53万 | 0.02% | 4,354 | -11,388 | -72.3% | -$53.71万 | 减仓 |
| TLTE | FLEXSHARES TR | $20.15万 | 0.02% | 2,998 | 2,998 | — | $20.15万 | 新建仓 |