13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001727605
申报总市值
US$5.3亿
US$5.3亿
268 檔
16.4%
根据最新整理的 13F 季度数据集，Castle Rock Wealth Management, LLC 于 Q2 2026 结束时的管理资产规模为 US$5.3亿。该机构在本季度申报了 268 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Castle Rock Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 86 个既有持股进行加仓（合计增持 107 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Castle Rock Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, KO, AAPL 等）合计占整体申报市值的 16.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 268 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | +0.66% | -0.44% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.89% | +0.05% | -0.06% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.09% | -0.14% | -0.73% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 3.01% | +0.45% | +0.03% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.83% | +0.93% | -0.06% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.24% | +0.06% | -4.26% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.15% | -0.41% | +2.75% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | -0.17% | +1.21% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.71% | -0.02% | -0.20% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.36% | -27.11% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.55% | +2.66% | -12.34% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 1.54% | -0.68% | +46.45% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.47% | +2.39% | -8.01% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | -0.31% | +3.54% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.32% | -0.11% | -18.88% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | -0.09% | +3.19% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.25% | +1.00% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | -0.06% | +1.67% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.15% | -0.08% | -6.93% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | +0.12% | +0.02% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.67% | +1.85% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.96% | -0.52% | +0.38% | |
| 23 | CNEQ | Alger Concentrated Eqty ETF | ETF-其他 | 0.94% | -0.19% | +25.81% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 0.88% | -0.11% | +11.31% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.85% | -0.02% | +3.15% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.11% | +1.75% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.04% | +2.24% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | -0.02% | +11.21% | |
| 29 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.77% | -0.01% | -5.48% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | -0.11% | -2.18% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.74% | -0.01% | -0.23% | |
| 32 | ENFR | Alerian Energy Infrastructur | ETF-其他 | 0.72% | -0.04% | -1.69% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.71% | -0.12% | +87.23% | |
| 34 | ✓ | 股票-其他 | 0.71% | -0.19% | — | ||
| 35 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 0.70% | +0.03% | +2.46% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.70% | -0.26% | +2.12% | |
| 37 | PMAY | Innovator U.s. Equity Power | ETF-其他 | 0.69% | -0.02% | +2.55% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.68% | — | -2.56% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.07% | +1.50% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.67% | -0.20% | +3.17% | |
| 41 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 0.65% | +0.02% | +4.07% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.24% | -8.99% | |
| 43 | JSI | Jh Securitized Income ETF | ETF-其他 | 0.63% | -0.01% | +1.84% | |
| 44 | FRTY | Alger Mid Cap 40 ETF | ETF-其他 | 0.63% | -0.07% | +5.60% | |
| 45 | OKE | Oneok Inc | 股票-能源 | 0.63% | -0.63% | EXIT | |
| 46 | ATFV | Alger 35 ETF | ETF-其他 | 0.63% | -0.14% | +97.57% | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | -0.03% | +6.63% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | -0.30% | +1.58% | |
| 49 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.61% | -0.25% | — | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.59% | +0.01% | +0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | +46.45% | 加仓 |
| 2 | PANW | Palo Alto Networks Inc | +0.8% | -0.20% | 减仓 |
| 3 | ✓ | +0.7% | NEW | 新建仓 | |
| 4 | ARM | Arm Holdings Plc-adr | +0.6% | NEW | 新建仓 |
| 5 | INTC | Intel CORP | +0.5% | +87.23% | 加仓 |
| 6 | GLW | Corning Inc | +0.5% | NEW | 新建仓 |
| 7 | AMD | Advanced Micro Devices | +0.5% | +11.21% | 加仓 |
| 8 | ✓ | +0.5% | NEW | 新建仓 | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +3.15% | 加仓 |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.4% | NEW | 新建仓 |
| 11 | ATFV | Alger 35 ETF | +0.4% | +97.57% | 加仓 |
| 12 | WDC | Western Digital CORP | +0.3% | +154.55% | 加仓 |
| 13 | CNEQ | Alger Concentrated Eqty ETF | +0.3% | +25.81% | 加仓 |
| 14 | ASTS | Ast Spacemobile Inc | +0.3% | NEW | 新建仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | +2.75% | 加仓 |
| 16 | HPE | Hewlett Packard Enterprise | +0.2% | NEW | 新建仓 |
| 17 | ✓ | +0.2% | NEW | 新建仓 | |
| 18 | ✓ | +0.2% | NEW | 新建仓 | |
| 19 | SMH | Vaneck Semiconductor ETF | +0.2% | -18.88% | 减仓 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.67% | 加仓 |
| 21 | COHR | Coherent CORP | +0.1% | +6.41% | 加仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | +3.54% | 加仓 |
| 23 | APP | Applovin Corp-class A | +0.1% | +2.07% | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +3.32% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +11.31% | 加仓 |
| 26 | IVES | Dan Wedbush Ai Rev ETF | +0.1% | +7.67% | 加仓 |
| 27 | SNDK | Sandisk CORP | +0.1% | +2.40% | 加仓 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +4.65% | 加仓 |
| 29 | AAPL | Apple Inc | +0.1% | -0.73% | 减仓 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +1.21% | 加仓 |
| 31 | GEV | GE Vernova Inc | +0.1% | +5.95% | 加仓 |
| 32 | FRTY | Alger Mid Cap 40 ETF | +0.1% | +5.60% | 加仓 |
| 33 | IYW | Ishares Ustechnology ETF | +0.1% | -2.17% | 减仓 |
| 34 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +24.56% | 加仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.19% | 加仓 |
| 36 | LRCX | Lam Research CORP | +0.1% | -2.26% | 减仓 |
| 37 | AGX | Argan Inc | +0.1% | NEW | 新建仓 |
| 38 | VRT | Vertiv Holdings Co-a | +0.1% | +0.38% | 加仓 |
| 39 | IYF | Ishares US Financials ETF | +0.1% | +20.82% | 加仓 |
| 40 | BE | Bloom Energy Corp- A | +0.1% | NEW | 新建仓 |
| 41 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建仓 |
| 42 | IBM | Intl Business Machines CORP | +0.1% | +1.85% | 加仓 |
| 43 | V | Visa Inc-class A Shares | +0.1% | +2.24% | 加仓 |
| 44 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.18% | 减仓 |
| 45 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +4.07% | 加仓 |
| 46 | IWV | Ishares Russell 3000 ETF | +0.1% | +8.13% | 加仓 |
| 47 | JPM | Jpmorgan Chase & Co | +0.1% | +1.00% | 加仓 |
| 48 | GS | Goldman Sachs Group Inc | +0.1% | +1.58% | 加仓 |
| 49 | CAT | Caterpillar Inc | +0.1% | +13.52% | 加仓 |
| 50 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.1% | +61.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Castle Rock Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$5.3亿，共申报了 268 个公开持股仓位。
在 Q2 2026 季度，Castle Rock Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (4.2%)、KO (3.9%)、AAPL (3.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
市值: US$361.1万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$264.0万
在 Q2 2026 季度中，Castle Rock Wealth Management, LLC 共进行了 187 项持仓异动，包含新建仓 21 个仓位、加仓 86 个仓位、减仓 65 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 XOM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。