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Livermore
Livermore
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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
最新申報
2026/7/9

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
617
較 2025 年第 1 季 −40
總值
$9.21 億
較 2025 年第 1 季 +$3,745 萬 (+4.2%)
申報日
2025/7/11
SEC
SeaCrest Wealth Management, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock318,283$6,530 萬7.1%−31,115−8.9%減碼歷史
NVDANVIDIA CorpStock327,978$5,182 萬5.6%−30,827−8.6%減碼歷史
MSFTMicrosoft CorpStock65,455$3,256 萬3.5%−7,116−9.8%減碼歷史
GOOGLAlphabet Inc.Stock181,412$3,197 萬3.5%−3,735−2.0%減碼歷史
AVGOBroadcom Inc.Stock75,627$2,085 萬2.3%−3,203−4.1%減碼歷史
GOOGAlphabet Inc.Stock117,229$2,080 萬2.3%−154−0.1%減碼歷史
AMZNAmazon Com IncStock90,653$1,989 萬2.2%−8,642−8.7%減碼歷史
Invesco QQQ Trust Series I46090E103ETF32,980$1,819 萬2.0%+2,765+9.2%加碼–
METAMeta Platforms, Inc.Stock22,948$1,694 萬1.8%+284+1.3%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF516,338$1,508 萬1.6%+30,267+6.2%加碼–
BRK.BBerkshire Hathaway IncStock27,124$1,318 萬1.4%−1,457−5.1%減碼歷史
LLYEli Lilly & CoStock14,108$1,100 萬1.2%−1,932−12.0%減碼歷史
VVisa Inc.Stock28,777$1,022 萬1.1%−2,152−7.0%減碼歷史
SPYSPDR S&P 500 ETF TrustETF15,706$970.4 萬1.1%−188−1.2%減碼歷史
COSTCostco Wholesale CorpStock9,740$964.2 萬1.0%−714−6.8%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF33,363$898.6 萬1.0%−6,484−16.3%減碼–
Vanguard S&P 500 ETF922908363ETF14,939$848.6 萬0.9%+630+4.4%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM143,891$818.0 萬0.9%+11,394+8.6%加碼–
PLTRPalantir Technologies Inc.Stock57,150$779.1 萬0.8%+4,752+9.1%加碼歷史
JPMJPMorgan Chase & CoStock24,323$705.2 萬0.8%−4,757−16.4%減碼歷史
NFLXNetflix IncStock4,934$660.7 萬0.7%+879+21.7%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF241,166$574.7 萬0.6%+2,322+1.0%加碼–
TSLATesla, Inc.Stock17,609$559.4 萬0.6%−1,302−6.9%減碼歷史
Vanguard Information Technology ETF92204A702ETF8,264$548.1 萬0.6%+350+4.4%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR21,991$498.1 萬0.5%+1,665+8.2%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF16,375$497.7 萬0.5%−248−1.5%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF170,499$471.8 萬0.5%−130−0.1%減碼–
GLDSPDR Gold TrustETF15,394$469.3 萬0.5%−716−4.4%減碼歷史
WMTWalmart Inc.Stock47,724$466.6 萬0.5%−3,038−6.0%減碼歷史
HDHome Depot, Inc.Stock12,153$445.6 萬0.5%−2,086−14.6%減碼歷史
UBERUber Technologies, IncStock46,498$433.8 萬0.5%−838−1.8%減碼歷史
AMGNAmgen IncStock15,214$424.8 萬0.5%−647−4.1%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT49,221$412.2 萬0.4%+27,470+126.3%加碼–
XOMExxonMobil Holdings CorpCOM35,822$386.2 萬0.4%+2,288+6.8%加碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG186,670$381.4 萬0.4%+134,008+254.5%加碼–
GEVGE Vernova Inc.Stock7,107$376.1 萬0.4%−50−0.7%減碼歷史
Innovator ETFs Trust45782C730US EQT ULTRA BF104,756$373.1 萬0.4%+104,756新進–
GEGeneral Electric CoStock14,478$372.7 萬0.4%+263+1.9%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP90,903$365.7 萬0.4%+14,548+19.1%加碼–
JNJJohnson & JohnsonStock23,748$362.7 萬0.4%−1,284−5.1%減碼歷史
CATCaterpillar IncStock9,283$360.4 萬0.4%−472−4.8%減碼歷史
CVXChevron CorpStock24,980$357.7 萬0.4%−13,229−34.6%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF65,613$356.9 萬0.4%+10,518+19.1%加碼–
PMPhilip Morris International Inc.Stock19,475$354.7 萬0.4%−2,409−11.0%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF17,301$354.1 萬0.4%−316−1.8%減碼–
WMWaste Management IncStock15,445$353.4 萬0.4%−371−2.3%減碼歷史
Schwab International Equity ETF808524805ETF154,792$342.1 萬0.4%−21,115−12.0%減碼–
IBMInternational Business Machines CorpStock11,484$338.5 萬0.4%−445−3.7%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF7,966$338.2 萬0.4%−63−0.8%減碼–
IBITiShares Bitcoin Trust ETFETF54,673$334.7 萬0.4%+20,440+59.7%加碼歷史
LRCXLam Research CorpStock33,450$325.6 萬0.4%−2,262−6.3%減碼歷史
NOWServiceNow, Inc.Stock3,156$324.5 萬0.4%+184+6.2%加碼歷史
PEPPepsiCo IncStock24,187$319.4 萬0.3%−1,557−6.0%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF15,107$318.7 萬0.3%−1,127−6.9%減碼–
PGProcter & Gamble CoStock19,942$317.7 萬0.3%−5,860−22.7%減碼歷史
Innovator ETFs Trust45784N676GROW 100 PWR BUF119,985$316.2 萬0.3%+119,985新進–
ABBVAbbVie Inc.Stock16,936$314.4 萬0.3%−3,431−16.8%減碼歷史
HOODRobinhood Markets, Inc.Stock33,533$314.0 萬0.3%+14,811+79.1%加碼歷史
Global X FDS37954Y293GLB X MLP ENRG I49,605$310.8 萬0.3%−541−1.1%減碼–
Schwab US Dividend Equity ETF808524797ETF112,837$299.0 萬0.3%+563+0.5%加碼–
Vanguard Morningstar Value ETF922908744ETF16,480$291.3 萬0.3%−457−2.7%減碼–
CRMSalesforce, Inc.Stock10,423$284.2 萬0.3%−577−5.2%減碼歷史
ORCLOracle CorpStock12,992$284.1 萬0.3%−179−1.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF49,650$283.1 萬0.3%−8,800−15.1%減碼–
AMDAdvanced Micro Devices IncStock19,727$279.9 萬0.3%+135+0.7%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF10,845$274.6 萬0.3%+865+8.7%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF31,745$259.2 萬0.3%−989−3.0%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF90,254$253.2 萬0.3%−5,764−6.0%減碼–
RKLBRocket Lab CorpCOM70,489$252.1 萬0.3%+4,875+7.4%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF8,893$248.9 萬0.3%+514+6.1%加碼–
Schwab U.S. Small-Cap ETF808524607ETF97,347$246.3 萬0.3%−2,542−2.5%減碼–
ETF Ser Solutions26922B683AAM TRANS ETF53,856$232.6 萬0.3%+14,582+37.1%加碼–
LADLithia Motors IncCOM6,873$232.2 萬0.3%−10.0%減碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF29,821$225.4 萬0.2%−1,538−4.9%減碼–
QCOMQualcomm IncStock13,985$222.7 萬0.2%−2,432−14.8%減碼歷史
MRKMerck & Co., Inc.Stock27,702$219.3 萬0.2%−2,425−8.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF3,519$218.5 萬0.2%−109−3.0%減碼–
LEUCentrus Energy CorpStock11,866$217.4 萬0.2%−202−1.7%減碼歷史
SNOWSnowflake Inc.Stock9,536$213.4 萬0.2%−110−1.1%減碼歷史
TAT&T Inc.Stock72,819$210.7 萬0.2%−42,582−36.9%減碼歷史
TFCTruist Financial CorpCOM48,953$210.4 萬0.2%+722+1.5%加碼歷史
PFEPfizer IncStock86,556$209.8 萬0.2%+18,226+26.7%加碼歷史
VZVerizon Communications IncStock47,851$207.1 萬0.2%−179−0.4%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF7,225$206.1 萬0.2%+1,331+22.6%加碼–
RTXRTX CorpStock14,049$205.2 萬0.2%−1,250−8.2%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS31,216$204.5 萬0.2%+16,252+108.6%加碼歷史
SHELShell plcADR28,956$203.9 萬0.2%−832−2.8%減碼歷史
SPOTSpotify Technology S.A.Stock2,652$203.5 萬0.2%+100+3.9%加碼歷史
HONHoneywell International IncCOM8,735$203.4 萬0.2%−1,685−16.2%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE46,321$202.7 萬0.2%+6,122+15.2%加碼–
Vanguard Morningstar Growth ETF922908736ETF4,536$198.9 萬0.2%−113−2.4%減碼–
TXNTexas Instruments IncStock9,480$196.8 萬0.2%+83+0.9%加碼歷史
KLACKLA CorpCOM NEW2,187$195.9 萬0.2%−64−2.8%減碼歷史
ANETArista Networks, Inc.Stock18,932$193.7 萬0.2%+2,574+15.7%加碼歷史
Innovator ETFs Trust45784N668US SMALL CAP POW71,813$188.5 萬0.2%+71,813新進–
NBISNebius Group N.V.Stock33,893$187.5 萬0.2%+12,443+58.0%加碼歷史
VanEck Semiconductor ETF92189F676ETF6,610$184.4 萬0.2%−818−11.0%減碼–
KOCoca Cola CoStock25,824$182.7 萬0.2%−1,992−7.2%減碼歷史
PANWPalo Alto Networks IncStock8,908$182.3 萬0.2%−4,525−33.7%減碼歷史
CSCOCisco Systems, Inc.Stock25,337$175.8 萬0.2%−5,308−17.3%減碼歷史

2025 年第 1 季之後清倉（93 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

SeaCrest Wealth Management, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
iShares Tr464288844US OIL EQ&SV ETF81,462$158.9 萬0.2%–
MAAMid America Apartment Communities Inc.COM7,598$127.3 萬0.1%歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50023,839$120.4 萬0.1%–
SMCISuper Micro Computer, Inc.Stock32,161$110.1 萬0.1%歷史
NATNordic American Tankers LtdCOM408,850$100.6 萬0.1%歷史
XYZBlock, Inc.CL A18,265$99.2 萬0.1%歷史
Trust for Professional Manag89834G760CONVERGENCE LNG45,601$98.5 萬0.1%–
EQNREquinor ASASPONSORED ADR35,887$94.9 萬0.1%歷史
Vanguard Energy ETF92204A306ETF7,075$91.8 萬0.1%–
Invesco Exchange Traded FD T46137V118GBL LISTED PVT13,981$89.6 萬0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO6,093$80.2 萬0.1%–
VXXBarclays Bank PLCIPATH S&P 500 SH14,930$76.8 萬0.1%歷史
First Tr Exchng Traded FD VI33740U307FT VEST US EQT16,831$75.0 萬0.1%–
First Tr Exchng Traded FD VI33740F664FT VEST US EQT17,383$72.1 萬0.1%–
Tidal Trust II88636R743DEFIANCE LARGE35,437$69.8 萬0.1%–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT15,263$69.4 萬0.1%–
TAPMolson Coors Beverage CoCL B11,330$69.0 萬0.1%歷史
SYBTStock Yards Bancorp, Inc.COM9,554$66.0 萬0.1%歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY9,825$63.0 萬0.1%–
DBBInvesco DB Base Metals FundBASE METALS FD30,978$59.4 萬0.1%歷史
CRONCronos Group Inc.COM314,100$56.9 萬0.1%歷史
AMAntero Midstream CorpStock30,929$55.7 萬0.1%歷史
Invesco Exchange Traded FD T46137V324S&P500 EQL IND10,958$53.6 萬0.1%–
DOCUDocuSign, Inc.Stock6,474$52.7 萬0.1%歷史
EBSEmergent BioSolutions Inc.COM106,700$51.9 萬0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF4,329$51.8 萬0.1%–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN7,134$51.7 萬0.1%–
AZOAutoZone IncCOM130$49.5 萬0.1%歷史
DFSDiscover Financial ServicesCOM2,763$47.2 萬0.1%歷史
First Tr Exchange Traded FD33734X143HLTH CARE ALPH4,454$46.1 萬0.1%–
ITRNIturan Location & Control Ltd.SHS12,317$44.5 萬0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX3,335$44.1 萬<0.1%–
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT14,765$43.9 萬<0.1%–
First Tr Exchange-Traded FD33738D309SENIOR LN FD9,437$43.1 萬<0.1%–
First Trust Financials Alphadex Fund33734X135ETF7,981$42.3 萬<0.1%–
DECKDeckers Outdoor CorpCOM3,416$38.2 萬<0.1%歷史
SRBKSR Bancorp, Inc.COM31,491$37.6 萬<0.1%歷史
DBX ETF Tr233051853XTRACK MSCI EURP8,490$37.5 萬<0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,293$35.8 萬<0.1%–
YUMYum Brands IncStock2,199$34.6 萬<0.1%歷史
VALEVale S.A.SPONSORED ADS33,930$33.9 萬<0.1%歷史
FLUTFlutter Entertainment plcSHS1,500$33.2 萬<0.1%歷史
ALGTAllegiant Travel COCOM6,335$32.7 萬<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF13,548$32.0 萬<0.1%–
MASIMasimo CorpCOM1,840$30.7 萬<0.1%歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS12,611$29.9 萬<0.1%–
MLMMartin Marietta Materials IncCOM608$29.1 萬<0.1%歷史
CHDNChurchill Downs IncCOM2,614$29.0 萬<0.1%歷史
XUnited States Steel CorpCOM6,800$28.7 萬<0.1%歷史
LULUlululemon athletica inc.Stock1,001$28.3 萬<0.1%歷史
Pacer FDS Tr69374H709GLOBL CASH ETF7,653$28.3 萬<0.1%–
TTETotalEnergies SESPONSORED ADS4,344$28.1 萬<0.1%歷史
VALValaris LtdCL A7,122$28.0 萬<0.1%歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR3,980$27.7 萬<0.1%–
KNFKnife River CorpStock3,009$27.1 萬<0.1%歷史
Barrick Gold Corp067901108COM13,864$27.0 萬<0.1%–
SILASila Realty Trust, Inc.COMMON STOCK9,753$26.0 萬<0.1%歷史
DOVDOVER CorpCOM1,464$25.7 萬<0.1%歷史
DELLDell Technologies Inc.Stock2,816$25.7 萬<0.1%歷史
Vanguard Consumer Staples ETF92204A207ETF1,164$25.5 萬<0.1%–
MTBM&T Bank CorpCOM1,422$25.4 萬<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM1,900$25.1 萬<0.1%歷史
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM10,361$24.8 萬<0.1%歷史
KHCKraft Heinz CoStock8,059$24.5 萬<0.1%歷史
XYLXylem Inc.COM2,050$24.5 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock2,784$24.2 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT5,720$24.1 萬<0.1%–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT5,046$24.0 萬<0.1%–
ALBAlbemarle CorpStock3,226$23.2 萬<0.1%歷史
JKHYJack Henry & Associates IncStock1,265$23.1 萬<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -3,219$22.7 萬<0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,549$22.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138E149S&P SMLCP HELT5,174$22.4 萬<0.1%–
First Tr Exchange-Traded FD33738D820FT VEST SMID11,105$22.2 萬<0.1%–
Vanguard World FD921910709EXTENDED DUR3,115$22.2 萬<0.1%–
SNPSSynopsys IncCOM516$22.1 萬<0.1%歷史
First Tr Exch Traded FD III33739P863CALIF MUN INCM4,546$22.1 萬<0.1%–
CCICrown Castle Inc.REIT2,078$21.7 萬<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM3,333$21.3 萬<0.1%歷史
TRGPTarga Resources Corp.COM1,048$21.0 萬<0.1%歷史
ATOAtmos Energy CorpCOM1,352$20.9 萬<0.1%歷史
DHRDanaher CorpStock1,009$20.7 萬<0.1%歷史
RIORio Tinto PLCADR3,428$20.6 萬<0.1%歷史
PGRProgressive CorpStock721$20.4 萬<0.1%歷史
OXYOccidental Petroleum CorpStock4,128$20.4 萬<0.1%歷史
RBCAARepublic Bancorp IncCL A3,186$20.3 萬<0.1%歷史
PENNPENN Entertainment, Inc.COM11,700$19.1 萬<0.1%歷史
SOUNSoundhound AI, Inc.CLASS A COM17,423$14.1 萬<0.1%歷史
BRKLBrookline Bancorp IncCOM11,000$12.0 萬<0.1%歷史
MPTMedical Properties Trust IncCOM13,218$7.97 萬<0.1%歷史
RRRichtech Robotics Inc.CL B14,400$2.85 萬<0.1%歷史
TLRYTilray Brands, Inc.COM CL 220,452$1.34 萬<0.1%歷史
AIMAIM ImmunoTech Inc.COM35,063$4,288<0.1%歷史