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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $7,460.21万 | 7.98% | 293,952 | -2,253 | -0.8% | -$57.18万 | 减仓 |
| GOOGL | ALPHABET INC | $5,017.23万 | 5.37% | 174,476 | -4,217 | -2.4% | -$121.26万 | 减仓 |
| GOOG | ALPHABET INC | $3,356.11万 | 3.59% | 116,995 | -20 | -0.0% | -$5,737 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,305.45万 | 3.54% | 189,533 | -8,162 | -4.1% | -$142.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,947.97万 | 2.08% | 52,624 | -2,974 | -5.3% | -$110.09万 | 减仓 |
| AVGO | BROADCOM INC | $1,728.63万 | 1.85% | 55,851 | -8,816 | -13.6% | -$272.86万 | 减仓 |
| AMZN | AMAZON COM INC | $1,722.83万 | 1.84% | 82,721 | -39 | -0.0% | -$8,123 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,567.31万 | 1.68% | 27,155 | 427 | 1.6% | $24.65万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,565.13万 | 1.67% | 537,292 | -6,914 | -1.3% | -$20.14万 | 减仓 |
| LLY | ELI LILLY & CO | $1,268.11万 | 1.36% | 13,787 | -163 | -1.2% | -$14.99万 | 减仓 |
| META | META PLATFORMS INC | $1,180.76万 | 1.26% | 20,638 | -437 | -2.1% | -$25.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,117.83万 | 1.20% | 23,327 | -130 | -0.6% | -$6.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $997.10万 | 1.07% | 16,686 | 801 | 5.0% | $47.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $963.91万 | 1.03% | 14,822 | -575 | -3.7% | -$37.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $916.35万 | 0.98% | 9,196 | 46 | 0.5% | $4.58万 | 加仓 |
| GLD | SPDR GOLD TR | $796.81万 | 0.85% | 18,518 | 510 | 2.8% | $21.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $778.33万 | 0.83% | 137,320 | -156 | -0.1% | -$8,842 | 减仓 |
| V | VISA INC | $767.33万 | 0.82% | 25,388 | -1,519 | -5.6% | -$45.91万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $738.72万 | 0.79% | 31,565 | -235 | -0.7% | -$5.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $647.38万 | 0.69% | 19,156 | -1,071 | -5.3% | -$36.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $608.25万 | 0.65% | 20,677 | -1,090 | -5.0% | -$32.06万 | 减仓 |
| GEV | GE VERNOVA INC | $600.73万 | 0.64% | 6,882 | -548 | -7.4% | -$47.83万 | 减仓 |
| VGT | VANGUARD WORLD FD | $587.36万 | 0.63% | 8,418 | -254 | -2.9% | -$17.72万 | 减仓 |
| TSLA | TESLA INC | $578.59万 | 0.62% | 15,564 | 24 | 0.2% | $8,922 | 加仓 |
| CVX | CHEVRON CORPORATION | $576.74万 | 0.62% | 27,875 | 1,703 | 6.5% | $35.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $559.49万 | 0.60% | 22,889 | -329 | -1.4% | -$8.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $549.22万 | 0.59% | 17,120 | 272 | 1.6% | $8.73万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $530.64万 | 0.57% | 217,563 | -50,128 | -18.7% | -$122.26万 | 减仓 |
| CAT | CATERPILLAR INC | $529.97万 | 0.57% | 7,481 | -398 | -5.1% | -$28.20万 | 减仓 |
| — | EXXON MOBIL CORP | $523.84万 | 0.56% | 30,876 | -1,229 | -3.8% | -$20.85万 | 减仓 |
| AMGN | AMGEN INC | $509.48万 | 0.54% | 14,480 | 166 | 1.2% | $5.84万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $507.68万 | 0.54% | 202,262 | 605 | 0.3% | $1.52万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $504.28万 | 0.54% | 108,681 | -1,337 | -1.2% | -$6.20万 | 减仓 |
| DGRW | WISDOMTREE TR | $490.85万 | 0.52% | 55,880 | -1,205 | -2.1% | -$10.58万 | 减仓 |
| NFLX | NETFLIX INC. | $442.96万 | 0.47% | 46,070 | 1,830 | 4.1% | $17.60万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $439.95万 | 0.47% | 144,246 | -16,567 | -10.3% | -$50.53万 | 减仓 |
| MRK | MERCK & CO INC | $415.82万 | 0.44% | 34,568 | -1,420 | -3.9% | -$17.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $415.48万 | 0.44% | 19,446 | -5,378 | -21.7% | -$114.91万 | 减仓 |
| MLPX | GLOBAL X FDS | $401.61万 | 0.43% | 54,316 | 2,584 | 5.0% | $19.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $392.50万 | 0.42% | 26,832 | -2,379 | -8.1% | -$34.80万 | 减仓 |
| HD | HOME DEPOT INC | $390.52万 | 0.42% | 11,874 | 218 | 1.9% | $7.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $387.83万 | 0.41% | 126,410 | 21,818 | 20.9% | $66.94万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $386.61万 | 0.41% | 69,635 | 2,419 | 3.6% | $13.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $379.98万 | 0.41% | 17,668 | 630 | 3.7% | $13.55万 | 加仓 |
| PEP | PEPSICO INC | $366.54万 | 0.39% | 23,603 | 309 | 1.3% | $4.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $365.70万 | 0.39% | 147,759 | -2,386 | -1.6% | -$5.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $362.85万 | 0.39% | 12,635 | 1,038 | 9.0% | $29.81万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $359.50万 | 0.38% | 96,537 | -874 | -0.9% | -$3.25万 | 减仓 |
| WM | WASTE MGMT INC DEL | $335.85万 | 0.36% | 14,615 | -477 | -3.2% | -$10.96万 | 减仓 |
| WMT | WALMART INC | $324.97万 | 0.35% | 26,148 | -47 | -0.2% | -$5,841 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $317.77万 | 0.34% | 23,911 | 486 | 2.1% | $6.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $317.33万 | 0.34% | 9,393 | 2,444 | 35.2% | $82.57万 | 加仓 |
| IWF | ISHARES TR | $316.98万 | 0.34% | 7,434 | -585 | -7.3% | -$24.94万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $309.57万 | 0.33% | 15,778 | -567 | -3.5% | -$11.12万 | 减仓 |
| XAR | SPDR SERIES TRUST | $308.54万 | 0.33% | 12,148 | -1,678 | -12.1% | -$42.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $306.81万 | 0.33% | 8,002 | 295 | 3.8% | $11.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $304.11万 | 0.33% | 108,439 | -2,641 | -2.4% | -$7.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $299.48万 | 0.32% | 12,121 | 1,219 | 11.2% | $30.12万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $296.95万 | 0.32% | 63,925 | 7,327 | 12.9% | $34.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $296.92万 | 0.32% | 41,279 | 5,264 | 14.6% | $37.86万 | 加仓 |
| ABBV | ABBVIE INC | $286.90万 | 0.31% | 13,191 | -770 | -5.5% | -$16.75万 | 减仓 |
| KLAC | KLA CORP | $270.10万 | 0.29% | 1,834 | -195 | -9.6% | -$28.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $263.39万 | 0.28% | 41,103 | 2,429 | 6.3% | $15.56万 | 加仓 |
| DBEF | DBX ETF TR | $261.47万 | 0.28% | 52,928 | 600 | 1.1% | $2.96万 | 加仓 |
| IVV | ISHARES TR | $261.06万 | 0.28% | 3,997 | 163 | 4.3% | $10.65万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $260.04万 | 0.28% | 89,421 | -1,944 | -2.1% | -$5.65万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $256.93万 | 0.27% | 82,987 | -6,005 | -6.7% | -$18.59万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $252.13万 | 0.27% | 15,249 | -599 | -3.8% | -$9.90万 | 减仓 |
| KO | COCA COLA CO | $242.84万 | 0.26% | 31,932 | -1,573 | -4.7% | -$11.96万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $238.68万 | 0.26% | 52,012 | -12,006 | -18.8% | -$55.10万 | 减仓 |
| RKLB | ROCKET LAB CORP | $233.30万 | 0.25% | 36,328 | -381 | -1.0% | -$2.45万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $225.37万 | 0.24% | 30,605 | 1,480 | 5.1% | $10.90万 | 加仓 |
| VDE | VANGUARD WORLD FD | $220.29万 | 0.24% | 12,730 | 12,730 | — | $220.29万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $219.79万 | 0.24% | 9,068 | -380 | -4.0% | -$9.21万 | 减仓 |
| SHEL | SHELL PLC | $218.17万 | 0.23% | 23,459 | -3,123 | -11.7% | -$29.04万 | 减仓 |
| VB | VANGUARD INDEX FDS | $215.24万 | 0.23% | 8,218 | 608 | 8.0% | $15.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $214.84万 | 0.23% | 14,874 | -1,145 | -7.1% | -$16.54万 | 减仓 |
| GLDM | WORLD GOLD TR | $214.74万 | 0.23% | 23,168 | -182 | -0.8% | -$1.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $210.38万 | 0.23% | 6,155 | -3 | -0.0% | -$1,025 | 减仓 |
| GLW | CORNING INC | $207.40万 | 0.22% | 15,253 | 7,209 | 89.6% | $98.02万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $205.52万 | 0.22% | 97,173 | -1,030 | -1.0% | -$2.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $205.46万 | 0.22% | 10,100 | -1,642 | -14.0% | -$33.40万 | 减仓 |
| PFE | PFIZER INC | $202.36万 | 0.22% | 72,067 | 3,886 | 5.7% | $10.91万 | 加仓 |
| IYW | ISHARES TR | $201.46万 | 0.22% | 11,105 | 209 | 1.9% | $3.79万 | 加仓 |
| MCK | MCKESSON CORP | $199.57万 | 0.21% | 2,306 | -46 | -2.0% | -$3.98万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $198.77万 | 0.21% | 23,172 | 14,197 | 158.2% | $121.78万 | 加仓 |
| TFC | TRUIST FINL CORP | $194.95万 | 0.21% | 42,408 | -3,679 | -8.0% | -$16.91万 | 减仓 |
| LOW | LOWES COS INC | $191.21万 | 0.20% | 8,093 | -17 | -0.2% | -$4,017 | 减仓 |
| ASML | ASML HLDG NV | $189.27万 | 0.20% | 1,433 | -54 | -3.6% | -$7.13万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $187.32万 | 0.20% | 22,145 | 16,720 | 308.2% | $141.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $186.18万 | 0.20% | 64,800 | -477 | -0.7% | -$1.37万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $184.60万 | 0.20% | 69,372 | 14,047 | 25.4% | $37.38万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $178.62万 | 0.19% | 14,548 | -386 | -2.6% | -$4.74万 | 减仓 |
| — | HONEYWELL INTL INC | $177.13万 | 0.19% | 7,837 | -102 | -1.3% | -$2.31万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $175.11万 | 0.19% | 5,102 | -176 | -3.3% | -$6.04万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $172.20万 | 0.18% | 1,923 | 48 | 2.6% | $4.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $171.08万 | 0.18% | 8,812 | 59 | 0.7% | $1.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $168.84万 | 0.18% | 26,937 | -1,824 | -6.3% | -$11.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $167.44万 | 0.18% | 3,833 | -1,078 | -22.0% | -$47.09万 | 减仓 |
| C | CITIGROUP INC | $167.39万 | 0.18% | 14,759 | -652 | -4.2% | -$7.39万 | 减仓 |