13F 机构持仓

StoneCrest Wealth Management, Inc.

CHANDLER AZ · SEC CIK 0002008409

2026Q22026Q1 更早 9 个季度 🔒
$3.13亿2026Q2 申报市值
73持仓数
40.1%前十大占比 · 第一大 6.7%
11 / 11新建仓 / 清仓
申报市值走势$3.13亿2026Q2
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

QQQM 6.7%
SPMO 5.2%
IDMO 4.3%
NVDA 4.1%
MU 3.8%
SPYM 3.3%
PVAL 3.2%
BKDV 3.1%
SMH 3.1%
SEIV 3.1%

2026Q2 买入最多 按季末市值估算

SEIV 新建仓+$964.57万
PWB 新建仓+$908.69万
DRAM 新建仓+$740.96万
IGPT 新建仓+$710.57万
AIPO 新建仓+$574.06万

2026Q2 卖出最多 按季末市值估算

SHLD 清仓-$597.29万
IGV 清仓-$389.35万
SMH 减仓-$317.78万
ALAB 减仓-$317.30万
CRWD 清仓-$300.81万

2026Q2 持仓明细 点表头排序

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
QQQM INVESCO EXCH TRADED FD TR II $2,106.25万6.73%69,520 -798-1.1% -$24.18万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,642.80万5.25%101,696 9,1469.9% $147.74万 加仓
IDMO INVESCO EXCH TRADED FD TR II $1,353.02万4.32%224,418 -1,090-0.5% -$6.57万 减仓
NVDA NVIDIA CORPORATION $1,291.26万4.13%64,534 -13,768-17.6% -$275.48万 减仓
MU MICRON TECHNOLOGY INC $1,198.50万3.83%10,383 4965.0% $57.25万 加仓
SPYM SPDR SERIES TRUST $1,030.96万3.29%117,314 -10,649-8.3% -$93.58万 减仓
PVAL PUTNAM ETF TRUST $1,008.21万3.22%197,882 -7,032-3.4% -$35.83万 减仓
BKDV BNY MELLON ETF TRUST II $983.41万3.14%293,642 -5,559-1.9% -$18.62万 减仓
SMH VANECK ETF TRUST $975.44万3.12%14,872 -4,845-24.6% -$317.78万 减仓
SEIV SEI EXCHANGE TRADED FUNDS $964.57万3.08%200,953 200,953— $964.57万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $956.22万3.06%117,964 -169-0.1% -$1.37万 减仓
PWB INVESCO EXCHANGE TRADED FD T $908.69万2.90%53,941 53,941— $908.69万 新建仓
GOOGL ALPHABET INC $864.76万2.76%24,198 -513-2.1% -$18.33万 减仓
DRAM ROUNDHILL ETF TRUST $740.96万2.37%100,333 100,333— $740.96万 新建仓
BAI BLACKROCK ETF TRUST $736.41万2.35%139,683 -15,309-9.9% -$80.71万 减仓
FWD AB ACTIVE ETFS INC $722.10万2.31%48,751 -4,982-9.3% -$73.79万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $718.58万2.30%79,976 9631.2% $8.65万 加仓
AMZN AMAZON COM INC $710.68万2.27%29,818 -236-0.8% -$5.62万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $710.57万2.27%68,258 68,258— $710.57万 新建仓
LLY ELI LILLY & CO $641.82万2.05%5,351 -1,029-16.1% -$123.42万 减仓
QQQI NEOS ETF TRUST $587.17万1.88%103,394 2,1022.1% $11.94万 加仓
AIPO TIDAL TRUST II $574.06万1.83%171,823 171,823— $574.06万 新建仓
MSFT MICROSOFT CORP $539.27万1.72%14,457 6814.9% $25.40万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $530.01万1.69%180,277 9890.6% $2.91万 加仓
META META PLATFORMS INC $506.00万1.62%8,983 -10-0.1% -$5,633 减仓
SPYI NEOS ETF TRUST $497.98万1.59%93,799 8500.9% $4.51万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $460.64万1.47%139,716 240.0% $791 加仓
NLR VANECK ETF TRUST $447.98万1.43%38,626 -4,433-10.3% -$51.41万 减仓
SRRK SCHOLAR ROCK HLDG CORP $433.29万1.38%78,780 7,86611.1% $43.26万 加仓
AVGO BROADCOM INC $428.10万1.37%11,333 7,841224.5% $296.19万 加仓
JSI JANUS DETROIT STR TR $413.43万1.32%80,733 -1,446-1.8% -$7.40万 减仓
PYLD PIMCO ETF TR $402.83万1.29%151,897 -867-0.6% -$2.30万 减仓
IVW ISHARES TR $400.79万1.28%29,142 -1,407-4.6% -$19.35万 减仓
ORCL ORACLE CORP $361.93万1.16%24,697 6,73737.5% $98.73万 加仓
SPYG SPDR SERIES TRUST $353.72万1.13%29,727 29,727— $353.72万 新建仓
MRVL MARVELL TECHNOLOGY INC $297.80万0.95%9,997 9,997— $297.80万 新建仓
BE BLOOM ENERGY CORP $296.95万0.95%9,810 -333-3.3% -$10.08万 减仓
NBIS NEBIUS GROUP N.V. $292.96万0.94%10,608 -1,397-11.6% -$38.58万 减仓
VRT VERTIV HOLDINGS CO $269.53万0.86%8,050 -1,434-15.1% -$48.01万 减仓
IVV ISHARES TR $233.35万0.75%3,116 -347-10.0% -$25.99万 减仓
ICSH ISHARES TR $215.05万0.69%42,517 -10,788-20.2% -$54.57万 减仓
JPST J P MORGAN EXCHANGE TRADED F $200.35万0.64%39,618 -4,843-10.9% -$24.49万 减仓
FPEI FIRST TR EXCH TRADED FD III $199.71万0.64%103,531 -2,050-1.9% -$3.95万 减仓
— NEOS ETF TRUST $184.73万0.59%33,575 33,575— $184.73万 新建仓
COHR COHERENT CORP $181.06万0.58%4,590 3,388281.9% $133.65万 加仓
QQQ INVESCO QQQ TR $145.59万0.47%1,977 -66-3.2% -$4.86万 减仓
SMMU PIMCO ETF TR $134.87万0.43%26,707 00.0% — 不变
GOOG ALPHABET INC $128.72万0.41%3,643 -688-15.9% -$24.31万 减仓
SOXX ISHARES TR $111.43万0.36%1,739 -732-29.6% -$46.90万 减仓
SOXL DIREXION SHARES ETF TRUST $110.87万0.35%4,157 -5,196-55.6% -$138.58万 减仓
IJJ ISHARES TR $91.03万0.29%6,162 -82-1.3% -$1.21万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $86.54万0.28%1,812 55944.6% $26.70万 加仓
TQQQ PROSHARES TR $82.68万0.26%10,207 -2,365-18.8% -$19.16万 减仓
AAPL APPLE INC $78.76万0.25%2,722 -36-1.3% -$1.04万 减仓
PLTR PALANTIR TECHNOLOGIES INC $70.27万0.22%6,023 -1,667-21.7% -$19.45万 减仓
ARGX ARGENX SE $67.63万0.22%729 -1-0.1% -$928 减仓
AMD ADVANCED MICRO DEVICES INC $66.28万0.21%1,141 -168-12.8% -$9.76万 减仓
SNDK SANDISK CORP $56.62万0.18%249 249— $56.62万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $56.01万0.18%750 -66-8.1% -$4.93万 减仓
OKLO OKLO INC $53.70万0.17%10,261 -341-3.2% -$1.78万 减仓
GLW CORNING INC $53.31万0.17%2,087 2,087— $53.31万 新建仓
JAAA JANUS DETROIT STR TR $50.20万0.16%9,943 -70-0.7% -$3,534 减仓
VUG VANGUARD INDEX FDS $38.94万0.12%4,521 -273-5.7% -$2.35万 减仓
LITE LUMENTUM HLDGS INC $35.01万0.11%408 -42-9.3% -$3.60万 减仓
V VISA INC $30.54万0.10%890 -32-3.5% -$1.10万 减仓
MINT PIMCO ETF TR $29.78万0.10%2,954 -2,811-48.8% -$28.34万 减仓
COST COSTCO WHOLESALE CORPORATION $29.65万0.09%317 00.0% — 不变
ALAB ASTERA LABS INC $28.21万0.09%584 -6,569-91.8% -$317.30万 减仓
JPM JPMORGAN CHASE & CO $28.18万0.09%861 00.0% — 不变
XLK SELECT SECTOR SPDR TR $24.10万0.08%1,265 1,265— $24.10万 新建仓
WMT WALMART INC $20.77万0.07%1,834 -291-13.7% -$3.30万 减仓
NIO NIO INC $9.40万0.03%18,577 7,37765.9% $3.73万 加仓
GERN GERON CORP $3.20万0.01%25,000 00.0% — 不变
SHLD GLOBAL X FDS $00.00%0 -84,316-100.0% -$597.29万 清仓
IGV ISHARES TR $00.00%0 -48,638-100.0% -$389.35万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -7,705-100.0% -$300.81万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -71,959-100.0% -$180.67万 清仓
SHOP SHOPIFY INC $00.00%0 -9,326-100.0% -$110.62万 清仓
RSPG INVESCO EXCHANGE TRADED FD T $00.00%0 -7,166-100.0% -$78.45万 清仓
RDDT REDDIT INC $00.00%0 -5,639-100.0% -$75.93万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -10,539-100.0% -$75.81万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -6,065-100.0% -$37.15万 清仓
RBRK RUBRIK INC. $00.00%0 -7,557-100.0% -$37.01万 清仓
APP APPLOVIN CORP $00.00%0 -668-100.0% -$26.59万 清仓