RS CRUM INC.
Newport Beach CA · SEC CIK 0001401459
$5.17亿2026Q1 申报市值
102持仓数
72.1%前十大占比 · 第一大 18.1%
6 / 2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
BSV 加仓+$573.98万
TLT 新建仓+$412.73万
DIMENSIONAL ETF 加仓+$157.69万
DFUS 加仓+$107.92万
BCI 加仓+$105.27万
2026Q1 卖出最多 按季末市值估算
TLH 减仓-$249.48万
GLD 减仓-$181.63万
DFIC 减仓-$61.21万
BA 清仓-$42.64万
DFEM 减仓-$34.74万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -1,964 | -100.0% | -$42.64万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,267 | -100.0% | -$21.13万 | 清仓 |
| — | CALIDI BIOTHERAPEUTICS INC | $9,614 | 0.00% | 40,256 | 20,000 | 98.7% | $4,776 | 加仓 |
| F | FORD MTR CO | $19.22万 | 0.04% | 16,657 | 177 | 1.1% | $2,043 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.07万 | 0.04% | 3,400 | 1,300 | 61.9% | $7.67万 | 重新持有 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $20.67万 | 0.04% | 8,873 | 8,873 | — | $20.67万 | 新建仓 |
| AVGO | BROADCOM INC | $20.71万 | 0.04% | 669 | -10 | -1.5% | -$3,095 | 减仓 |
| PFE | PFIZER INC | $21.56万 | 0.04% | 7,679 | 7,679 | — | $21.56万 | 新建仓 |
| IJR | ISHARES TR | $22.04万 | 0.04% | 1,773 | 3 | 0.2% | $373 | 加仓 |
| VB | VANGUARD INDEX FDS | $22.39万 | 0.04% | 855 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $23.24万 | 0.04% | 1,609 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $24.16万 | 0.05% | 3,072 | -50 | -1.6% | -$3,933 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.47万 | 0.05% | 1,673 | 190 | 12.8% | $2.78万 | 加仓 |
| WMT | WALMART INC | $24.51万 | 0.05% | 1,972 | 1,972 | — | $24.51万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.52万 | 0.05% | 2,475 | 2,475 | — | $24.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $25.54万 | 0.05% | 443 | 51 | 13.0% | $2.94万 | 加仓 |
| NOBL | PROSHARES TR | $25.65万 | 0.05% | 2,420 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $26.40万 | 0.05% | 5,860 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $26.48万 | 0.05% | 5,740 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $26.66万 | 0.05% | 2,723 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $27.80万 | 0.05% | 13,144 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.17万 | 0.05% | 2,930 | 40 | 1.4% | $3,846 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $28.37万 | 0.05% | 17,269 | -2,000 | -10.4% | -$3.29万 | 减仓 |
| V | VISA INC | $29.80万 | 0.06% | 986 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $34.18万 | 0.07% | 3,097 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $36.85万 | 0.07% | 4,155 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $36.88万 | 0.07% | 5,588 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $37.47万 | 0.07% | 9,616 | 233 | 2.5% | $9,078 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $38.38万 | 0.07% | 7,272 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $38.41万 | 0.07% | 55,750 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $39.06万 | 0.08% | 2,012 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $39.27万 | 0.08% | 427 | -6 | -1.4% | -$5,519 | 减仓 |
| — | WISDOMTREE TR | $39.51万 | 0.08% | 3,415 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.85万 | 0.08% | 6,570 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $40.12万 | 0.08% | 1,220 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $40.56万 | 0.08% | 2,453 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.69万 | 0.08% | 2,000 | -75 | -3.6% | -$1.53万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.33万 | 0.08% | 3,060 | 55 | 1.8% | $7,608 | 加仓 |
| BAC | BANK AMERICA CORP | $44.01万 | 0.09% | 9,027 | 6 | 0.1% | $293 | 加仓 |
| UL | UNILEVER PLC | $44.16万 | 0.09% | 7,751 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.33万 | 0.09% | 1,507 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $45.37万 | 0.09% | 6,325 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $45.74万 | 0.09% | 459 | -14 | -3.0% | -$1.40万 | 减仓 |
| ABBV | ABBVIE INC | $48.22万 | 0.09% | 2,217 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $49.42万 | 0.10% | 552 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $52.70万 | 0.10% | 1,837 | 9 | 0.5% | $2,582 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.98万 | 0.10% | 2,510 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.38万 | 0.11% | 2,326 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $56.68万 | 0.11% | 11,290 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $57.25万 | 0.11% | 7,774 | 7,774 | — | $57.25万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $58.38万 | 0.11% | 3,710 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $60.42万 | 0.12% | 1,056 | -25 | -2.3% | -$1.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.05万 | 0.12% | 954 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $63.49万 | 0.12% | 4,930 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $63.57万 | 0.12% | 1,710 | 79 | 4.8% | $2.94万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $66.43万 | 0.13% | 9,003 | 1,522 | 20.3% | $11.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $69.26万 | 0.13% | 2,050 | 50 | 2.5% | $1.69万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $69.50万 | 0.13% | 3,726 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $72.59万 | 0.14% | 3,763 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $74.31万 | 0.14% | 2,584 | 555 | 27.4% | $15.96万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $76.97万 | 0.15% | 7,490 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $80.93万 | 0.16% | 2,300 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $83.06万 | 0.16% | 28,931 | -1,426 | -4.7% | -$4.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $85.66万 | 0.17% | 4,140 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $89.33万 | 0.17% | 4,112 | 1 | 0.0% | $217 | 加仓 |
| — | EXXON MOBIL CORP | $96.78万 | 0.19% | 5,705 | -49 | -0.9% | -$8,313 | 减仓 |
| CSCO | CISCO SYS INC | $101.87万 | 0.20% | 13,129 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $107.04万 | 0.21% | 6,138 | 65 | 1.1% | $1.13万 | 加仓 |
| SO | SOUTHERN CO | $108.54万 | 0.21% | 11,245 | 1 | 0.0% | $97 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $114.89万 | 0.22% | 4,700 | 100 | 2.2% | $2.44万 | 加仓 |
| DIS | DISNEY WALT CO | $138.20万 | 0.27% | 14,339 | -737 | -4.9% | -$7.10万 | 减仓 |
| IBB | ISHARES TR | $159.59万 | 0.31% | 9,451 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $160.88万 | 0.31% | 8,200 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $163.50万 | 0.32% | 27,930 | 7,115 | 34.2% | $41.65万 | 加仓 |
| OKE | ONEOK INC NEW | $174.64万 | 0.34% | 19,321 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $186.74万 | 0.36% | 24,865 | -140 | -0.6% | -$1.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $201.21万 | 0.39% | 37,226 | 800 | 2.2% | $4.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $213.91万 | 0.41% | 6,668 | 1 | 0.0% | $321 | 加仓 |
| MSFT | MICROSOFT CORP | $216.34万 | 0.42% | 5,844 | 91 | 1.6% | $3.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $232.73万 | 0.45% | 17,763 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $255.96万 | 0.50% | 5,860 | 20 | 0.3% | $8,736 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $259.40万 | 0.50% | 68,553 | -150 | -0.2% | -$5,676 | 减仓 |
| REET | ISHARES TR | $263.61万 | 0.51% | 104,815 | 2,000 | 1.9% | $5.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $283.65万 | 0.55% | 39,877 | -280 | -0.7% | -$1.99万 | 减仓 |
| CAT | CATERPILLAR INC | $313.85万 | 0.61% | 4,430 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $344.52万 | 0.67% | 44,639 | 3,405 | 8.3% | $26.28万 | 加仓 |
| TLT | ISHARES TR | $412.73万 | 0.80% | 47,610 | 47,610 | — | $412.73万 | 新建仓 |
| AAPL | APPLE INC | $520.34万 | 1.01% | 20,503 | -975 | -4.5% | -$24.74万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $604.08万 | 1.17% | 177,827 | -585 | -0.3% | -$1.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $791.39万 | 1.53% | 123,500 | 825 | 0.7% | $5.29万 | 加仓 |
| AMZN | AMAZON COM INC | $896.73万 | 1.73% | 43,056 | -17 | -0.0% | -$3,541 | 减仓 |
| BCI | ABRDN ETFS | $959.75万 | 1.86% | 395,122 | 43,340 | 12.3% | $105.27万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,660.49万 | 3.21% | 54,938 | 963 | 1.8% | $29.11万 | 加仓 |
| AMLP | ALPS ETF TR | $1,752.97万 | 3.39% | 333,012 | 9,653 | 3.0% | $50.81万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,768.44万 | 3.42% | 665,326 | 24,251 | 3.8% | $64.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,010.55万 | 3.89% | 321,946 | -195 | -0.1% | -$1.22万 | 减仓 |
| GLD | SPDR GOLD TR | $2,162.81万 | 4.18% | 50,264 | -4,221 | -7.7% | -$181.63万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,278.84万 | 4.41% | 470,251 | 1,677 | 0.4% | $8.13万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,343.33万 | 4.53% | 678,243 | -10,056 | -1.5% | -$34.74万 | 减仓 |
| TLH | ISHARES TR | $2,922.25万 | 5.65% | 290,136 | -24,770 | -7.9% | -$249.48万 | 减仓 |