StoneCrest Wealth Management, Inc.
CHANDLER AZ · SEC CIK 0002008409
$2.36亿2026Q1 申报市值
73持仓数
44.0%前十大占比 · 第一大 7.1%
6 / 4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
MU 新建仓+$334.02万
ORCL 加仓+$222.03万
RSPG 新建仓+$78.45万
SRRK 加仓+$58.55万
BE 加仓+$43.32万
2026Q1 卖出最多 按季末市值估算
COWG 清仓-$286.31万
PANW 清仓-$271.11万
VRDN 清仓-$77.55万
SELECT SECTOR SP 减仓-$36.78万
NVDA 减仓-$26.93万
2026Q1 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 | $1,670.90万 | 7.07% | 70,318 | -366 | -0.5% | -$8.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,365.59万 | 5.78% | 78,302 | -1,544 | -1.9% | -$26.93万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,236.69万 | 5.23% | 225,508 | 3,330 | 1.5% | $18.26万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,037.58万 | 4.39% | 92,550 | 1,346 | 1.5% | $15.09万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $979.43万 | 4.14% | 127,963 | 321 | 0.3% | $2.46万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $950.80万 | 4.02% | 204,914 | 1,440 | 0.7% | $6.68万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $887.43万 | 3.75% | 299,201 | 1,533 | 0.5% | $4.55万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $806.61万 | 3.41% | 118,133 | 1,420 | 1.2% | $9.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $755.95万 | 3.20% | 19,717 | -423 | -2.1% | -$16.22万 | 减仓 |
| GOOGL | ALPHABET INC | $710.59万 | 3.01% | 24,711 | -131 | -0.5% | -$3.77万 | 减仓 |
| AMZN | AMAZON COM INC | $625.93万 | 2.65% | 30,054 | -80 | -0.3% | -$1.67万 | 减仓 |
| SHLD | GLOBAL X FDS | $597.29万 | 2.53% | 84,316 | 1,818 | 2.2% | $12.88万 | 加仓 |
| LLY | ELI LILLY & CO | $586.81万 | 2.48% | 6,380 | -218 | -3.3% | -$20.05万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $583.33万 | 2.47% | 53,733 | 1,529 | 2.9% | $16.60万 | 加仓 |
| NLR | VANECK ETF TRUST | $573.50万 | 2.43% | 43,059 | 811 | 1.9% | $10.80万 | 加仓 |
| META | META PLATFORMS INC | $514.52万 | 2.18% | 8,993 | -72 | -0.8% | -$4.12万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $510.70万 | 2.16% | 154,992 | 4,020 | 2.7% | $13.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $509.95万 | 2.16% | 13,776 | 209 | 1.5% | $7.74万 | 加仓 |
| QQQI | NEOS ETF TRUST | $503.32万 | 2.13% | 101,292 | -4,520 | -4.3% | -$22.46万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $495.25万 | 2.10% | 79,013 | 1,141 | 1.5% | $7.15万 | 加仓 |
| SPYI | NEOS ETF TRUST | $458.89万 | 1.94% | 92,949 | 422 | 0.5% | $2.08万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $458.08万 | 1.94% | 179,288 | 474 | 0.3% | $1.21万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $423.63万 | 1.79% | 82,179 | 88 | 0.1% | $4,536 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $410.14万 | 1.73% | 139,692 | 2,540 | 1.9% | $7.46万 | 加仓 |
| PYLD | PIMCO ETF TR | $400.24万 | 1.69% | 152,764 | 1,770 | 1.2% | $4.64万 | 加仓 |
| IGV | ISHARES TR | $389.35万 | 1.65% | 48,638 | 1,388 | 2.9% | $11.11万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $348.61万 | 1.47% | 70,914 | 11,911 | 20.2% | $58.55万 | 加仓 |
| IVW | ISHARES TR | $345.54万 | 1.46% | 30,549 | -2,172 | -6.6% | -$24.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $334.02万 | 1.41% | 9,887 | 9,887 | — | $334.02万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $300.81万 | 1.27% | 7,705 | -75 | -1.0% | -$2.93万 | 减仓 |
| ICSH | ISHARES TR | $269.83万 | 1.14% | 53,305 | -2,049 | -3.7% | -$10.37万 | 减仓 |
| ORCL | ORACLE CORP | $264.21万 | 1.12% | 17,960 | 15,093 | 526.4% | $222.03万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $237.65万 | 1.01% | 9,484 | -404 | -4.1% | -$10.12万 | 减仓 |
| IVV | ISHARES TR | $226.21万 | 0.96% | 3,463 | -88 | -2.5% | -$5.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $225.02万 | 0.95% | 44,461 | -1,649 | -3.6% | -$8.35万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $200.60万 | 0.85% | 105,581 | -302 | -0.3% | -$5,738 | 减仓 |
| — | SELECT SECTOR SPDR TR | $180.67万 | 0.76% | 71,959 | -14,650 | -16.9% | -$36.78万 | 减仓 |
| BE | BLOOM ENERGY CORP | $137.43万 | 0.58% | 10,143 | 3,197 | 46.0% | $43.32万 | 加仓 |
| SMMU | PIMCO ETF TR | $134.74万 | 0.57% | 26,707 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $124.56万 | 0.53% | 12,005 | 758 | 6.7% | $7.87万 | 加仓 |
| GOOG | ALPHABET INC | $124.24万 | 0.53% | 4,331 | -628 | -12.7% | -$18.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $117.92万 | 0.50% | 2,043 | -131 | -6.0% | -$7.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.49万 | 0.48% | 7,690 | 133 | 1.8% | $1.95万 | 加仓 |
| SHOP | SHOPIFY INC | $110.62万 | 0.47% | 9,326 | -287 | -3.0% | -$3.40万 | 减仓 |
| AVGO | BROADCOM INC | $108.08万 | 0.46% | 3,492 | -119 | -3.3% | -$3.68万 | 减仓 |
| IJJ | ISHARES TR | $82.73万 | 0.35% | 6,244 | -149 | -2.3% | -$1.97万 | 减仓 |
| SOXX | ISHARES TR | $81.21万 | 0.34% | 2,471 | -58 | -2.3% | -$1.91万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $78.45万 | 0.33% | 7,166 | 7,166 | — | $78.45万 | 新建仓 |
| ALAB | ASTERA LABS INC | $78.40万 | 0.33% | 7,153 | -447 | -5.9% | -$4.90万 | 减仓 |
| RDDT | REDDIT INC | $75.93万 | 0.32% | 5,639 | -1,377 | -19.6% | -$18.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $75.81万 | 0.32% | 10,539 | -370 | -3.4% | -$2.66万 | 减仓 |
| AAPL | APPLE INC | $70.00万 | 0.30% | 2,758 | -423 | -13.3% | -$10.74万 | 减仓 |
| MINT | PIMCO ETF TR | $57.98万 | 0.25% | 5,765 | 29 | 0.5% | $2,917 | 加仓 |
| ARGX | ARGENX SE | $53.31万 | 0.23% | 730 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.07万 | 0.22% | 816 | -77 | -8.6% | -$5.01万 | 减仓 |
| OKLO | OKLO INC | $52.58万 | 0.22% | 10,602 | -356 | -3.2% | -$1.77万 | 减仓 |
| TQQQ | PROSHARES TR | $52.40万 | 0.22% | 12,572 | -736 | -5.5% | -$3.07万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $50.44万 | 0.21% | 10,013 | 1,987 | 24.8% | $10.01万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $44.81万 | 0.19% | 9,353 | -902 | -8.8% | -$4.32万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.35万 | 0.18% | 1,253 | 90 | 7.7% | $3.04万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.15万 | 0.16% | 6,065 | 6,065 | — | $37.15万 | 新建仓 |
| RBRK | RUBRIK INC. | $37.01万 | 0.16% | 7,557 | 1,568 | 26.2% | $7.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.90万 | 0.15% | 799 | -288 | -26.5% | -$12.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $31.62万 | 0.13% | 450 | 450 | — | $31.62万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.59万 | 0.13% | 317 | -202 | -38.9% | -$20.13万 | 减仓 |
| COHR | COHERENT CORP | $28.63万 | 0.12% | 1,202 | 1,202 | — | $28.63万 | 新建仓 |
| V | VISA INC | $27.87万 | 0.12% | 922 | -376 | -29.0% | -$11.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.63万 | 0.11% | 1,309 | -334 | -20.3% | -$6.79万 | 减仓 |
| APP | APPLOVIN CORP | $26.59万 | 0.11% | 668 | 34 | 5.4% | $1.35万 | 加仓 |
| WMT | WALMART INC | $26.41万 | 0.11% | 2,125 | -226 | -9.6% | -$2.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.33万 | 0.11% | 861 | -124 | -12.6% | -$3.65万 | 减仓 |
| NIO | NIO INC | $6.75万 | 0.03% | 11,200 | 11,200 | — | $6.75万 | 新建仓 |
| GERN | GERON CORP | $3.73万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -81,315 | -100.0% | -$286.31万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -14,718 | -100.0% | -$271.11万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -24,920 | -100.0% | -$77.55万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -594 | -100.0% | -$26.71万 | 清仓 |