StoneCrest Wealth Management, Inc.
- SEC CIK
- 0002008409
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 71
- 較 2025 年第 1 季 +5
- 總值
- $2.10 億
- 較 2025 年第 1 季 +$5,254 萬 (+33.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 66,845 | $1,518 萬 | 7.2% | +1,340+2.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 81,396 | $1,286 萬 | 6.1% | −92−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 117,794 | $856.2 萬 | 4.1% | +3,929+3.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 160,476 | $822.3 萬 | 3.9% | +160,476 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 67,427 | $758.4 萬 | 3.6% | +5,227+8.4% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 182,199 | $733.0 萬 | 3.5% | +3,018+1.7% | 加碼 | – |
| BNY Mellon ETF Trust II05613H100 | DYNAMIC VALUE | 268,115 | $713.5 萬 | 3.4% | +203,967+318.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 13,146 | $653.9 萬 | 3.1% | −237−1.8% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 103,523 | $649.5 萬 | 3.1% | −9,252−8.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,635 | $637.3 萬 | 3.0% | −50−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,687 | $629.4 萬 | 3.0% | −149−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 71,167 | $537.9 萬 | 2.6% | −6,065−7.9% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,731 | $522.4 萬 | 2.5% | −1,253−6.3% | 減碼 | – |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 95,885 | $504.5 萬 | 2.4% | +36,399+61.2% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 91,619 | $498.4 萬 | 2.4% | +2,737+3.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 6,262 | $488.1 萬 | 2.3% | +153+2.5% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 43,433 | $475.6 萬 | 2.3% | +953+2.2% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 74,645 | $449.7 萬 | 2.1% | +74,645 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 23,921 | $434.7 萬 | 2.1% | +551+2.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,011 | $423.1 萬 | 2.0% | +463+2.0% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J509 | DISRUPTORS ETF | 46,822 | $420.1 萬 | 2.0% | +46,822 | 新進 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 37,569 | $417.7 萬 | 2.0% | +24,832+195.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 72,418 | $411.7 萬 | 2.0% | +2,542+3.6% | 加碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 79,321 | $399.1 萬 | 1.9% | +79,321 | 新進 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 134,866 | $389.1 萬 | 1.9% | +5,737+4.4% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,618 | $388.0 萬 | 1.8% | +142+1.9% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 136,701 | $362.8 萬 | 1.7% | +33,063+31.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 32,416 | $356.9 萬 | 1.7% | +332+1.0% | 加碼 | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 118,935 | $319.7 萬 | 1.5% | +118,935 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 13,938 | $285.2 萬 | 1.4% | +241+1.8% | 加碼 | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 71,442 | $250.8 萬 | 1.2% | +71,442 | 新進 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 46,782 | $237.2 萬 | 1.1% | +7,272+18.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,773 | $234.3 萬 | 1.1% | −180−4.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 43,889 | $222.4 萬 | 1.1% | +7,997+22.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 76,574 | $187.2 萬 | 0.9% | +76,574 | 新進 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 29,721 | $149.1 萬 | 0.7% | 00.0% | 不變 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 27,339 | $138.7 萬 | 0.7% | −34,373−55.7% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 14,864 | $138.7 萬 | 0.7% | +96+0.7% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,848 | $134.2 萬 | 0.6% | +472+5.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,375 | $131.0 萬 | 0.6% | −191−7.4% | 減碼 | – |
| SHOPShopify Inc. | Stock | 11,076 | $127.8 萬 | 0.6% | +12+0.1% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 8,048 | $121.2 萬 | 0.6% | −193−2.3% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 8,619 | $110.7 萬 | 0.5% | +834+10.7% | 加碼 | 歷史 |
| OKLOOklo Inc. | COM CL A | 16,847 | $94.3 萬 | 0.4% | +795+5.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,982 | $88.4 萬 | 0.4% | −356−6.7% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 5,378 | $87.0 萬 | 0.4% | +148+2.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,030 | $83.5 萬 | 0.4% | +237+8.5% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,494 | $80.3 萬 | 0.4% | −163−2.4% | 減碼 | – |
| COHRCoherent Corp. | COM | 8,459 | $75.5 萬 | 0.4% | +1,583+23.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q799 | HIGH YIELD MUNI | 14,524 | $72.3 萬 | 0.3% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,483 | $71.5 萬 | 0.3% | −385−10.0% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 6,980 | $63.1 萬 | 0.3% | +1,632+30.5% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 7,497 | $62.2 萬 | 0.3% | −631−7.8% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 2,564 | $61.2 萬 | 0.3% | −281−9.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 904 | $55.9 萬 | 0.3% | −81−8.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 553 | $54.7 萬 | 0.3% | +3+0.5% | 加碼 | 歷史 |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 22,300 | $52.3 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 10,120 | $52.0 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 10,493 | $51.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,161 | $50.9 萬 | 0.2% | +150+14.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,347 | $47.8 萬 | 0.2% | −29−2.1% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 731 | $40.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSTVistra Corp. | Stock | 1,853 | $35.9 萬 | 0.2% | +33+1.8% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 25,070 | $35.0 萬 | 0.2% | −637−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,011 | $29.3 萬 | 0.1% | +11+1.1% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 10,417 | $26.2 萬 | 0.1% | −1,491−12.5% | 減碼 | – |
| NBISNebius Group N.V. | Stock | 4,346 | $24.0 萬 | 0.1% | +4,346 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,436 | $23.8 萬 | 0.1% | −113−4.4% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 1,490 | $22.1 萬 | 0.1% | −10−0.7% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 6,024 | $20.0 萬 | 0.1% | +6,024 | 新進 | 歷史 |
| GERNGeron Corp | COM | 25,000 | $3.52 萬 | <0.1% | +25,000 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| Global X FDS37954Y475 | S&P 500 COVERED | 98,743 | $389.9 萬 | 2.5% | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 95,861 | $311.1 萬 | 2.0% | – |
| Pgim ETF Tr69344A826 | JENNISON BTR FUT | 57,879 | $308.5 萬 | 2.0% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 165,349 | $185.5 萬 | 1.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,053 | $41.0 萬 | 0.3% | – |