13F 机构持仓

Cranbrook Wealth Management, LLC

Bloomfield Hills MI · SEC CIK 0001599084

2026Q22026Q1 更早 9 个季度 🔒
$4.92亿2026Q1 申报市值
385持仓数
52.8%前十大占比 · 第一大 11.3%
7 / 23新建仓 / 清仓
申报市值走势$5.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIV 11.3%
IVV 11.2%
IEFA 7.3%
VO 6.3%
BNDX 3.7%
SCHF 3.4%
IJR 2.7%
VUG 2.4%
VV 2.3%
VTV 2.2%

2026Q1 买入最多 按季末市值估算

HYDB 加仓+$56.85万
VOO 加仓+$55.57万
IBIT 加仓+$44.19万
SPTI 加仓+$38.44万
VTIP 加仓+$35.64万

2026Q1 卖出最多 按季末市值估算

ISTB 减仓-$150.12万
BNDX 减仓-$142.68万
IAU 减仓-$92.82万
GLD 减仓-$91.09万
BSV 减仓-$89.16万

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
ADBE ADOBE INC $6,0770.00%25 00.0% — 不变
CTAS CINTAS CORP $6,0900.00%36 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $6,1160.00%15 00.0% — 不变
NOW SERVICENOW INC $6,1370.00%59 00.0% — 不变
CRH CRH PLC $6,2030.00%59 00.0% — 不变
WM WASTE MGMT INC DEL $6,2970.00%27 00.0% — 不变
ADI ANALOG DEVICES INC $6,3630.00%20 00.0% — 不变
HLN HALEON PLC $6,3670.00%636 00.0% — 不变
FICO FAIR ISAAC CORP $6,4060.00%6 00.0% — 不变
VTRS VIATRIS INC $6,8640.00%508 00.0% — 不变
CPRT COPART INC $7,2050.00%217 00.0% — 不变
XLI SELECT SECTOR SPDR TR $7,3290.00%45 1760.7% $2,769 加仓
SPOT SPOTIFY TECHNOLOGY S A $7,7590.00%16 00.0% — 不变
SHOP SHOPIFY INC $7,8290.00%66 00.0% — 不变
— DIMENSIONAL ETF TRUST $8,0480.00%207 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $8,5140.00%225 00.0% — 不变
GE GE AEROSPACE $8,7970.00%31 00.0% — 不变
KLAC KLA CORP $8,8350.00%6 -4-40.0% -$5,890 减仓
VNQ VANGUARD INDEX FDS $8,8700.00%100 -81-44.8% -$7,185 减仓
AIQ GLOBAL X FDS $9,3340.00%200 00.0% — 不变
MKL MARKEL GROUP INC $9,5710.00%5 00.0% — 不变
MGV VANGUARD WORLD FD $9,7120.00%67 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $1.00万0.00%156 156— $1.00万 新建仓
CB CHUBB LTD SWITZ $1.04万0.00%32 00.0% — 不变
SPGM SPDR INDEX SHS FDS $1.08万0.00%142 00.0% — 不变
OGE OGE ENERGY CORP $1.09万0.00%227 00.0% — 不变
ZTS ZOETIS INC $1.10万0.00%93 -55-37.2% -$6,502 减仓
BAX BAXTER INTL INC $1.11万0.00%658 00.0% — 不变
EFAX SPDR INDEX SHS FDS $1.13万0.00%228 00.0% — 不变
COFS CHOICEONE FINANCIA $1.22万0.00%434 00.0% — 不变
MET METLIFE INC $1.24万0.00%175 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $1.25万0.00%600 00.0% — 不变
ACWX ISHARES TR $1.25万0.00%182 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1.25万0.00%162 00.0% — 不变
WMB WILLIAMS COS INC $1.29万0.00%177 00.0% — 不变
— GLOBAL X FDS $1.29万0.00%347 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $1.29万0.00%189 00.0% — 不变
XT ISHARES TR $1.32万0.00%194 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1.34万0.00%46 00.0% — 不变
LNT ALLIANT ENERGY CORP $1.35万0.00%188 00.0% — 不变
ARKK ARK ETF TR $1.37万0.00%202 00.0% — 不变
TTE TOTALENERGIES SE $1.37万0.00%151 00.0% — 不变
IYR ISHARES TR $1.41万0.00%149 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $1.44万0.00%174 00.0% — 不变
IUSB ISHARES TR $1.44万0.00%312 00.0% — 不变
IYH ISHARES TR $1.50万0.00%243 00.0% — 不变
V VISA INC $1.50万0.00%50 00.0% — 不变
HAS HASBRO INC $1.52万0.00%162 00.0% — 不变
IEI ISHARES TR $1.54万0.00%130 00.0% — 不变
SPMD SPDR SERIES TRUST $1.55万0.00%261 83.2% $474 加仓
TJX TJX COS INC NEW $1.58万0.00%99 00.0% — 不变
MDLZ MONDELEZ INTL INC $1.60万0.00%278 00.0% — 不变
FDX FEDEX CORP $1.62万0.00%46 12.2% $353 加仓
KMI KINDER MORGAN INC DEL $1.62万0.00%484 00.0% — 不变
— ISHARES TR $1.63万0.00%352 00.0% — 不变
AEE AMEREN CORP $1.65万0.00%150 00.0% — 不变
BND VANGUARD BD INDEX FDS $1.66万0.00%226 00.0% — 不变
— ELEVRA LITHIUM LTD $1.70万0.00%288 00.0% — 不变
PWR QUANTA SVCS INC $1.70万0.00%31 -6-16.2% -$3,294 减仓
GD GENERAL DYNAMICS CORP $1.72万0.00%50 00.0% — 不变
RL RALPH LAUREN CORP $1.72万0.00%50 00.0% — 不变
SHY ISHARES TR $1.75万0.00%212 00.0% — 不变
IVT INVENTRUST PPTYS CORP $1.80万0.00%591 00.0% — 不变
ALL ALLSTATE CORP $1.85万0.00%89 2029.0% $4,155 加仓
HII HUNTINGTON INGALLS INDS INC $1.90万0.00%50 50— $1.90万 新建仓
HPQ HP INC $1.93万0.00%1,005 00.0% — 不变
RWR SPDR SERIES TRUST $2.02万0.00%200 00.0% — 不变
FE FIRSTENERGY CORP $2.03万0.00%401 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $2.05万0.00%140 00.0% — 不变
MXI ISHARES TR $2.10万0.00%198 -265-57.2% -$2.81万 减仓
ARTY ISHARES TR $2.13万0.00%457 00.0% — 不变
CVS CVS HEALTH CORP $2.15万0.00%300 300— $2.15万 新建仓
DBEF DBX ETF TR $2.19万0.00%443 00.0% — 不变
SBUX STARBUCKS CORP $2.24万0.00%250 -315-55.8% -$2.82万 减仓
LIN LINDE PLC $2.28万0.00%46 00.0% — 不变
KR KROGER CO $2.32万0.00%320 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2.35万0.00%87 -302-77.6% -$8.17万 减仓
ACWI ISHARES TR $2.37万0.00%171 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2.39万0.00%1,005 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $2.43万0.00%1,313 00.0% — 不变
SLV ISHARES SILVER TR $2.43万0.00%357 00.0% — 不变
LEA LEAR CORP $2.43万0.00%201 00.0% — 不变
ARKQ ARK ETF TR $2.53万0.01%225 00.0% — 不变
SPHY SPDR SERIES TRUST $2.54万0.01%1,091 00.0% — 不变
NRG NRG ENERGY INC $2.56万0.01%175 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $2.56万0.01%1,445 00.0% — 不变
MMM 3M CO $2.60万0.01%179 10.6% $145 加仓
GSK GSK PLC $2.80万0.01%508 00.0% — 不变
COP CONOCOPHILLIPS $2.81万0.01%213 00.0% — 不变
VDE VANGUARD WORLD FD $2.84万0.01%164 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $2.84万0.01%276 9653.3% $9,891 加仓
SPYX SPDR SERIES TRUST $2.86万0.01%540 00.0% — 不变
TXN TEXAS INSTRS INC $2.91万0.01%150 00.0% — 不变
KMB KIMBERLY-CLARK CORP $2.99万0.01%310 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $3.01万0.01%600 00.0% — 不变
IRM IRON MTN INC DEL $3.06万0.01%300 00.0% — 不变
QCOM QUALCOMM INC $3.10万0.01%241 -141-36.9% -$1.82万 减仓
AXP AMERICAN EXPRESS CO $3.18万0.01%105 00.0% — 不变
QTUM ETF SER SOLUTIONS $3.22万0.01%300 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $3.24万0.01%400 00.0% — 不变