13F 机构持仓

Cranbrook Wealth Management, LLC

Bloomfield Hills MI · SEC CIK 0001599084

2026Q22026Q1 更早 9 个季度 🔒
$5.34亿2026Q2 申报市值
406持仓数
53.0%前十大占比 · 第一大 11.6%
28 / 9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

IVV 11.6%
BIV 10.5%
IEFA 7.2%
VO 6.6%
SCHF 3.5%
BNDX 3.5%
IJR 2.9%
VUG 2.6%
VV 2.3%
XLK 2.3%

2026Q2 买入最多 按季末市值估算

BIV 加仓+$94.60万
QQQ 加仓+$25.85万
VOO 加仓+$24.52万
SPTI 加仓+$21.03万
HYG 加仓+$18.35万

2026Q2 卖出最多 按季末市值估算

BSV 减仓-$73.76万
IVV 减仓-$66.13万
IWB 减仓-$55.65万
VOE 减仓-$54.24万
IJR 减仓-$46.44万

2026Q2 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
AAPL APPLE INC $772.99万1.45%26,714 -71-0.3% -$2.05万 减仓
IVW ISHARES TR $788.13万1.47%57,306 -1,042-1.8% -$14.33万 减仓
EFG ISHARES TR $911.66万1.71%73,273 -2,574-3.4% -$32.03万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,075.48万2.01%180,178 -4,994-2.7% -$29.81万 减仓
VTV VANGUARD INDEX FDS $1,198.81万2.24%55,009 -306-0.6% -$6.67万 减仓
XLK SELECT SECTOR SPDR TR $1,233.74万2.31%64,756 4350.7% $8.29万 加仓
VV VANGUARD INDEX FDS $1,253.53万2.35%36,449 -1,190-3.2% -$40.93万 减仓
VUG VANGUARD INDEX FDS $1,412.04万2.64%163,924 -266-0.2% -$2.29万 减仓
IJR ISHARES TR $1,545.85万2.89%104,231 -3,131-2.9% -$46.44万 减仓
BNDX VANGUARD CHARLOTTE FDS $1,845.44万3.45%381,052 -2,435-0.6% -$11.79万 减仓
SCHF SCHWAB STRATEGIC TR $1,861.79万3.48%672,128 -208-0.0% -$5,762 减仓
VO VANGUARD INDEX FDS $3,500.97万6.55%434,525 2,2010.5% $17.73万 加仓
IEFA ISHARES TR $3,825.07万7.16%396,052 7160.2% $6.92万 加仓
BIV VANGUARD BD INDEX FDS $5,603.76万10.49%730,608 12,3341.7% $94.60万 加仓
IVV ISHARES TR $6,220.61万11.64%83,064 -883-1.1% -$66.13万 减仓