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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 4 季持倉

持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
632
較 2025 年第 3 季 +4
總值
$9.88 億
較 2025 年第 3 季 +$4,028 萬 (+4.2%)
申報日
2026/1/12
SEC
SeaCrest Wealth Management, LLC 在 2025 年第 4 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.Stock296,205$7,711 萬7.8%−1,364−0.5%減碼歷史
GOOGLAlphabet Inc.Stock178,693$5,754 萬5.8%+537+0.3%加碼歷史
GOOGAlphabet Inc.Stock117,015$3,773 萬3.8%−688−0.6%減碼歷史
NVDANVIDIA CorpStock197,695$3,739 萬3.8%−6,983−3.4%減碼歷史
MSFTMicrosoft CorpStock55,598$2,688 萬2.7%−1,994−3.5%減碼歷史
AVGOBroadcom Inc.Stock64,667$2,221 萬2.2%−2,288−3.4%減碼歷史
AMZNAmazon Com IncStock82,760$1,999 萬2.0%−254−0.3%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF544,206$1,792 萬1.8%+13,859+2.6%加碼–
Invesco QQQ Trust Series I46090E103ETF26,728$1,668 萬1.7%−527−1.9%減碼–
LLYEli Lilly & CoStock13,950$1,546 萬1.6%+54+0.4%加碼歷史
METAMeta Platforms, Inc.Stock21,075$1,367 萬1.4%−1,223−5.5%減碼歷史
BRK.BBerkshire Hathaway IncStock23,457$1,164 萬1.2%−1,419−5.7%減碼歷史
SPYSPDR S&P 500 ETF TrustETF15,397$1,062 萬1.1%+19+0.1%加碼歷史
Vanguard S&P 500 ETF922908363ETF15,885$1,007 萬1.0%+525+3.4%加碼–
VVisa Inc.Stock26,907$957.6 萬1.0%−399−1.5%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF31,800$865.1 萬0.9%−433−1.3%減碼–
COSTCostco Wholesale CorpStock9,150$807.6 萬0.8%−390−4.1%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM137,476$794.1 萬0.8%−4,635−3.3%減碼–
GLDSPDR Gold TrustETF18,008$736.9 萬0.7%+1,209+7.2%加碼歷史
JPMJPMorgan Chase & CoStock21,767$711.8 萬0.7%−881−3.9%減碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER267,691$696.5 萬0.7%−9,240−3.3%減碼歷史
TSLATesla, Inc.Stock15,540$670.4 萬0.7%−290−1.8%減碼歷史
Vanguard Information Technology ETF92204A702ETF8,672$664.3 萬0.7%−20.0%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR20,227$644.6 萬0.7%−378−1.8%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF16,848$572.9 萬0.6%+1,362+8.8%加碼–
Schwab U.S. Broad Market ETF808524102ETF201,657$536.6 萬0.5%−40,613−16.8%減碼–
PLTRPalantir Technologies Inc.Stock29,211$530.7 萬0.5%+453+1.6%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT57,085$515.3 萬0.5%+1,396+2.5%加碼–
Putnam ETF Trust746729300FOCUSED LAR CAP110,018$509.3 萬0.5%+3,778+3.6%加碼–
LRCXLam Research CorpStock24,824$504.1 萬0.5%+6,333+34.2%加碼歷史
GEVGE Vernova Inc.Stock7,430$492.1 萬0.5%+370+5.2%加碼歷史
AMGNAmgen IncStock14,314$489.0 萬0.5%−270−1.9%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF160,813$484.7 萬0.5%−2,306−1.4%減碼–
JNJJohnson & JohnsonStock23,218$481.7 萬0.5%+581+2.6%加碼歷史
CATCaterpillar IncStock7,879$470.0 萬0.5%−435−5.2%減碼歷史
HDHome Depot, Inc.Stock11,656$406.9 萬0.4%+27+0.2%加碼歷史
CVXChevron CorpStock26,172$406.2 萬0.4%−562−2.1%減碼歷史
NFLXNetflix IncStock44,240$401.4 萬0.4%−3,020−6.4%減碼依 10 比 1 拆股換算歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF67,216$396.1 萬0.4%+1,999+3.1%加碼–
GEGeneral Electric CoStock12,175$394.0 萬0.4%−365−2.9%減碼歷史
MRKMerck & Co., Inc.Stock35,988$390.8 萬0.4%+11,454+46.7%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF8,019$382.4 萬0.4%+119+1.5%加碼–
XOMExxonMobil Holdings CorpCOM32,105$380.4 萬0.4%−110−0.3%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF17,038$379.0 萬0.4%+163+1.0%加碼–
Schwab International Equity ETF808524805ETF150,145$369.7 萬0.4%−2,012−1.3%減碼–
Innovator ETFs Trust45782C730US EQT ULTRA BF97,411$365.3 萬0.4%−3,223−3.2%減碼–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF13,826$363.1 萬0.4%+122+0.9%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF23,425$343.2 萬0.3%+2,621+12.6%加碼依 2 比 1 拆股換算–
Vanguard Morningstar Mid-Cap ETF922908629ETF11,597$343.0 萬0.3%+1,606+16.1%加碼–
WMWaste Management IncStock15,092$325.9 萬0.3%−220−1.4%減碼歷史
ABBVAbbVie Inc.Stock13,961$325.9 萬0.3%−279−2.0%減碼歷史
LEUCentrus Energy CorpStock9,945$321.2 萬0.3%+272+2.8%加碼歷史
PEPPepsiCo IncStock23,294$319.2 萬0.3%+212+0.9%加碼歷史
Vanguard Morningstar Value ETF922908744ETF16,345$317.1 萬0.3%−811−4.7%減碼–
HOODRobinhood Markets, Inc.Stock27,042$316.3 萬0.3%−6,522−19.4%減碼歷史
UBERUber Technologies, IncStock36,015$310.4 萬0.3%−45−0.1%減碼歷史
Innovator ETFs Trust45784N676GROW 100 PWR BUF111,080$310.0 萬0.3%−3,245−2.8%減碼–
RKLBRocket Lab CorpCOM36,709$308.6 萬0.3%−6,158−14.4%減碼歷史
Global X FDS37954Y293GLB X MLP ENRG I51,732$306.5 萬0.3%+5,016+10.7%加碼–
VanEck Semiconductor ETF92189F676ETF7,707$296.7 萬0.3%+503+7.0%加碼–
WMTWalmart Inc.Stock26,195$295.3 萬0.3%+2,369+9.9%加碼歷史
Schwab US Dividend Equity ETF808524797ETF104,592$291.8 萬0.3%−6,520−5.9%減碼–
ETF Ser Solutions26922B683AAM TRANS ETF56,598$282.6 萬0.3%+2,694+5.0%加碼–
IBMInternational Business Machines CorpStock9,448$280.4 萬0.3%−45−0.5%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF88,992$277.5 萬0.3%−1,543−1.7%減碼–
KLACKLA CorpCOM NEW2,029$275.9 萬0.3%+143+7.6%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF91,365$270.3 萬0.3%−2,081−2.2%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF64,018$268.0 萬0.3%+8,960+16.3%加碼依 2 比 1 拆股換算–
iShares Core S&P 500 ETF464287200ETF3,834$265.6 萬0.3%+294+8.3%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE52,328$257.9 萬0.3%+1,777+3.5%加碼–
CRMSalesforce, Inc.Stock9,294$247.3 萬0.3%−258−2.7%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF38,674$247.0 萬0.2%−2,871−6.9%減碼–
AMDAdvanced Micro Devices IncStock11,742$246.6 萬0.2%+1,233+11.7%加碼歷史
PMPhilip Morris International Inc.Stock15,848$245.9 萬0.2%−2,272−12.5%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF4,911$241.4 萬0.2%+231+4.9%加碼–
NOWServiceNow, Inc.Stock15,927$240.3 萬0.2%+367+2.4%加碼依 5 比 1 拆股換算歷史
MUMicron Technology IncStock6,949$235.9 萬0.2%+784+12.7%加碼歷史
TFCTruist Financial CorpCOM46,087$233.1 萬0.2%−283−0.6%減碼歷史
KOCoca Cola CoStock33,505$226.3 萬0.2%+9,359+38.8%加碼歷史
NLYAnnaly Capital Management IncREIT98,203$226.3 萬0.2%+7,876+8.7%加碼歷史
SNOWSnowflake Inc.Stock9,622$224.7 萬0.2%+165+1.7%加碼歷史
PGProcter & Gamble CoStock16,019$221.1 萬0.2%−1,419−8.1%減碼歷史
iShares Tr464287721U.S. TECH ETF10,896$220.8 萬0.2%+437+4.2%加碼–
Vanguard Total Bond Market ETF921937835ETF29,125$216.3 萬0.2%+13,517+86.6%加碼–
iShares Tr4642874571 3 YR TREAS BD25,830$214.1 萬0.2%+25,830新進–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF28,761$211.2 萬0.2%+245+0.9%加碼–
GLDMWorld Gold TrustSPDR GLD MINIS23,350$205.7 萬0.2%−5,263−18.4%減碼歷史
LADLithia Motors IncCOM6,273$205.3 萬0.2%−600−8.7%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF7,610$203.5 萬0.2%−84−1.1%減碼–
VLOValero Energy CorpStock10,902$200.4 萬0.2%+709+7.0%加碼歷史
LOWLowes Companies IncStock8,110$200.4 萬0.2%−319−3.8%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF6,170$196.3 萬0.2%−331−5.1%減碼–
QCOMQualcomm IncStock10,863$195.7 萬0.2%−346−3.1%減碼歷史
ANETArista Networks, Inc.Stock14,934$194.3 萬0.2%−2,142−12.5%減碼歷史
MCKMcKesson CorpStock2,352$193.8 萬0.2%+146+6.6%加碼歷史
SHELShell plcADR26,582$190.2 萬0.2%+2,813+11.8%加碼歷史
CCitigroup IncStock15,411$187.0 萬0.2%+97+0.6%加碼歷史
Innovator ETFs Trust45784N668US SMALL CAP POW65,277$186.0 萬0.2%−2,805−4.1%減碼–
ASMLASML Holding NVADR1,487$182.7 萬0.2%+173+13.2%加碼歷史
GDGeneral Dynamics CorpStock5,278$182.4 萬0.2%00.0%不變歷史

2025 年第 3 季之後清倉（49 檔）

2025 年第 3 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 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
VXXBarclays Bank PLCIPATH S&P 500 SH41,527$138.0 萬0.1%歷史
RACEFerrari N.V.COM2,631$126.1 萬0.1%歷史
TEMTempus AI, Inc.CL A6,488$67.0 萬0.1%歷史
APLDApplied Digital Corp.COM NEW20,619$57.6 萬0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD39,447$53.5 萬0.1%–
QBTSD-Wave Quantum Inc.Stock15,538$53.2 萬0.1%歷史
ACMAecomCOM4,004$53.1 萬0.1%歷史
RMDResmed IncCOM1,464$41.3 萬<0.1%歷史
iShares Tr46436E296IBONDS DEC 203216,677$38.5 萬<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF11,090$38.3 萬<0.1%–
BMNRBitmine Immersion Technologies, Inc.COM NEW6,271$37.6 萬<0.1%歷史
Innovator ETFs Trust45784N510EQUITY DUAL DIRT17,809$36.7 萬<0.1%–
IRMIron Mountain IncCOM2,900$30.6 萬<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF12,913$29.3 萬<0.1%–
LENLennar CorpCL A2,429$29.2 萬<0.1%歷史
iShares Tr464287515EXPANDED TECH2,450$28.3 萬<0.1%–
EMEEMCOR Group, Inc.Stock407$28.3 萬<0.1%歷史
DASHDoorDash, Inc.Stock1,003$28.2 萬<0.1%歷史
WTRGEssential Utilities, Inc.COM6,810$28.0 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR1,474$26.7 萬<0.1%歷史
ETHEGrayscale Ethereum Staking ETFETF7,130$26.5 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW4,413$25.9 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF3,219$25.5 萬<0.1%–
WisdomTree Tr97717Y543ARTI INT INN FD8,021$24.3 萬<0.1%–
TSSITSS, Inc.COM11,654$23.8 萬<0.1%歷史
STRLSterling Infrastructure, Inc.COM625$22.9 萬<0.1%歷史
ARMArm Holdings PLCADR1,354$22.6 萬<0.1%歷史
ROPRoper Technologies IncStock429$22.3 萬<0.1%歷史
NRGNRG Energy, Inc.Stock1,326$22.2 萬<0.1%歷史
NETCloudflare, Inc.CL A COM995$21.9 萬<0.1%歷史
BlackRock ETF Trust09290C889FUT FIN AND TECH6,552$21.8 萬<0.1%–
AMPAmeriprise Financial IncCOM445$21.8 萬<0.1%歷史
HSYHershey CoCOM1,112$21.8 萬<0.1%歷史
NKENIKE, Inc.Stock3,130$21.6 萬<0.1%歷史
Amplify Blockchain Technology ETF032108607ETF2,923$21.6 萬<0.1%–
FBTCFidelity Wise Origin Bitcoin FundSHS1,961$21.1 萬<0.1%歷史
XYLXylem Inc.COM1,404$20.8 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock7,367$20.7 萬<0.1%歷史
CICigna GroupStock668$20.5 萬<0.1%歷史
UTGReaves Utility Income FundCOM SH BEN INT5,020$20.4 萬<0.1%歷史
BNBROOKFIELD CorpCL A LTD VT SH2,978$20.3 萬<0.1%歷史
KRKroger CoStock2,965$20.2 萬<0.1%歷史
FTFranklin Universal TrustSH BEN INT21,299$17.2 萬<0.1%歷史
QSQuantumScape CorpCOM CL A10,358$15.9 萬<0.1%歷史
CHYCalamos Convertible & High Income FundCOM SHS12,546$14.4 萬<0.1%歷史
HAFNHafnia LtdCOMMON STOCK13,950$8.24 萬<0.1%歷史
SVMSilvercorp Metals IncCOM10,670$7.82 萬<0.1%歷史
GRCEGrace Therapeutics, Inc.CL A14,000$4.20 萬<0.1%歷史
Rivernorth Opportunities FD76881Y174RIGHT 10/06/202519,893$159<0.1%–