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
MCD MCDONALDS CORP $38.25万0.07%1,415 00.0% — 不变
ESGE ISHARES INC $37.96万0.07%6,940 99016.6% $5.41万 加仓
ITOT ISHARES TR $37.49万0.07%2,282 -16-0.7% -$2,628 减仓
HEEM ISHARES INC $36.56万0.07%8,173 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $36.22万0.07%36,924 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $35.38万0.07%378 00.0% — 不变
LLY ELI LILLY & CO $34.42万0.06%287 00.0% — 不变
FRME FIRST MERCHANTS CORP $33.67万0.06%7,707 00.0% — 不变
CHAT TIDAL TRUST II $31.37万0.06%3,179 64225.3% $6.34万 重新持有
IDXX IDEXX LABS INC $30.80万0.06%585 -26-4.3% -$1.37万 减仓
SPSM SPDR SERIES TRUST $30.72万0.06%5,326 10.0% $58 加仓
OXY OCCIDENTAL PETE CORP $30.35万0.06%6,249 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $30.34万0.06%300 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $28.85万0.05%2,109 00.0% — 不变
VGT VANGUARD WORLD FD $28.30万0.05%2,368 00.0% — 不变
ALC ALCON AG $28.27万0.05%4,213 00.0% — 不变
WMT WALMART INC $28.21万0.05%2,490 00.0% — 不变
EFA ISHARES TR $26.95万0.05%2,595 30.1% $312 加仓
XLV SELECT SECTOR SPDR TR $26.12万0.05%1,646 1479.8% $2.33万 加仓
LRCX LAM RESEARCH CORP $23.83万0.04%550 00.0% — 不变
XEL XCEL ENERGY INC $23.33万0.04%2,905 00.0% — 不变
DHR DANAHER CORP DEL $22.27万0.04%1,169 -363-23.7% -$6.91万 减仓
WWD WOODWARD INC $22.08万0.04%519 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $21.66万0.04%1,000 00.0% — 不变
PM PHILIP MORRIS INTL INC $21.14万0.04%1,169 40.3% $724 加仓
YUM YUM BRANDS INC $20.49万0.04%1,282 30.2% $480 加仓
XLY SELECT SECTOR SPDR TR $19.13万0.04%1,632 15110.2% $1.77万 加仓
DVY ISHARES TR $18.93万0.04%1,211 00.0% — 不变
XLE SELECT SECTOR SPDR TR $17.99万0.03%3,387 97440.4% $5.17万 加仓
TSLA TESLA INC $17.96万0.03%427 00.0% — 不变
GOOG ALPHABET INC $17.73万0.03%502 00.0% — 不变
TFLR T ROWE PRICE EXCHANGE-TRADED $17.18万0.03%3,408 752.3% $3,781 加仓
MPC MARATHON PETE CORP $16.62万0.03%650 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $16.60万0.03%3,770 00.0% — 不变
MS MORGAN STANLEY $16.31万0.03%780 -8-1.0% -$1,673 减仓
PAYX PAYCHEX INC $15.72万0.03%1,599 00.0% — 不变
DUK DUKE ENERGY CORP NEW $15.61万0.03%1,233 00.0% — 不变
WTAI WISDOMTREE TR $15.33万0.03%3,230 3,230— $15.33万 新建仓
ORCL ORACLE CORP $15.27万0.03%1,042 -13-1.2% -$1,905 减仓
BE BLOOM ENERGY CORP $13.98万0.03%462 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR CORP $13.50万0.03%7,533 89613.5% $1.61万 加仓
CVX CHEVRON CORPORATION $13.11万0.02%791 -68-7.9% -$1.13万 减仓
MO ALTRIA GROUP INC $12.98万0.02%1,804 110.6% $791 加仓
ITW ILLINOIS TOOL WKS INC $12.90万0.02%477 00.0% — 不变
PYLD PIMCO ETF TR $12.81万0.02%4,832 00.0% — 不变
AVGO BROADCOM INC $12.54万0.02%332 -23-6.5% -$8,688 减仓
FITB FIFTH THIRD BANCORP $12.45万0.02%2,209 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $12.31万0.02%2,136 00.0% — 不变
MU MICRON TECHNOLOGY INC $12.24万0.02%106 00.0% — 不变
ETN EATON CORP PLC $12.14万0.02%285 00.0% — 不变
TFC TRUIST FINL CORP $12.11万0.02%2,430 00.0% — 不变
IWV ISHARES TR $11.73万0.02%275 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $11.42万0.02%830 00.0% — 不变
SCHW SCHWAB CHARLES CORP $11.26万0.02%1,220 -315-20.5% -$2.91万 减仓
MP MP MATERIALS CORP $11.20万0.02%2,000 2,000— $11.20万 新建仓
COIN COINBASE GLOBAL INC $10.96万0.02%750 00.0% — 不变
DGRO ISHARES TR $10.94万0.02%1,443 00.0% — 不变
PFE PFIZER INC $10.87万0.02%4,512 00.0% — 不变
T AT&T INC $10.74万0.02%5,186 00.0% — 不变
WFC WELLS FARGO & CO $10.54万0.02%1,275 -75-5.6% -$6,198 减仓
— ALPS ETF TR $10.32万0.02%3,762 00.0% — 不变
AGG ISHARES TR $10.24万0.02%1,035 00.0% — 不变
LMT LOCKHEED MARTIN CORP $10.19万0.02%200 00.0% — 不变
VHT VANGUARD WORLD FD $10.17万0.02%340 00.0% — 不变
ECHO ECHOSTAR CORP $10.15万0.02%1,000 1,000— $10.15万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $10.08万0.02%590 590— $10.08万 新建仓
FLOT ISHARES TR $10.08万0.02%1,974 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $9.72万0.02%244 00.0% — 不变
F FORD MTR CO $9.59万0.02%6,901 00.0% — 不变
KO COCA COLA CO $9.43万0.02%1,160 00.0% — 不变
SLYG SPDR SERIES TRUST $9.09万0.02%763 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $8.99万0.02%402 00.0% — 不变
SLYV SPDR SERIES TRUST $8.82万0.02%808 00.0% — 不变
ENB ENBRIDGE INC $8.73万0.02%1,611 00.0% — 不变
SUSA ISHARES TR $8.59万0.02%557 -91-14.0% -$1.40万 减仓
CMS CMS ENERGY CORP $8.51万0.02%1,113 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $8.50万0.02%1,766 00.0% — 不变
C CITIGROUP INC $8.33万0.02%595 00.0% — 不变
IYM ISHARES TR $8.29万0.02%462 00.0% — 不变
IXUS ISHARES TR $7.86万0.01%824 00.0% — 不变
MGK VANGUARD WORLD FD $7.52万0.01%855 00.0% — 不变
META META PLATFORMS INC $7.23万0.01%128 -5-3.8% -$2,824 减仓
ED CONSOLIDATED EDISON INC $7.11万0.01%643 -642-50.0% -$7.10万 减仓
DIS DISNEY WALT CO $7.07万0.01%735 00.0% — 不变
XBI SPDR SERIES TRUST $7.06万0.01%446 00.0% — 不变
BLK BLACKROCK INC $6.83万0.01%71 00.0% — 不变
BAC BANK OF AMER CORP $6.82万0.01%1,196 00.0% — 不变
VIS VANGUARD WORLD FD $6.74万0.01%187 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $6.21万0.01%3,505 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $6.19万0.01%165 -15-8.3% -$5,630 减仓
PG PROCTER & GAMBLE CO $6.13万0.01%418 00.0% — 不变
BA BOEING CO $6.10万0.01%282 00.0% — 不变
XLF SELECT SECTOR SPDR TR $5.65万0.01%1,053 32845.2% $1.76万 加仓
YUMC YUM CHINA HLDGS INC $5.56万0.01%1,360 30.2% $123 加仓
HSY HERSHEY CO $5.51万0.01%314 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $5.42万0.01%1,104 00.0% — 不变
WDAY WORKDAY INC $5.35万0.01%437 -97-18.2% -$1.19万 减仓
GNRC GENERAC HLDGS INC $5.27万0.01%180 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $5.26万0.01%1,100 00.0% — 不变
SCZ ISHARES TR $5.13万0.01%623 00.0% — 不变