Cranbrook Wealth Management, LLC
Bloomfield Hills MI · SEC CIK 0001599084
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $5,543.64万 | 11.28% | 718,274 | 2,292 | 0.3% | $17.69万 | 加仓 |
| IVV | ISHARES TR | $5,483.52万 | 11.15% | 83,947 | -162 | -0.2% | -$10.58万 | 减仓 |
| IEFA | ISHARES TR | $3,578.97万 | 7.28% | 395,336 | -8,478 | -2.1% | -$76.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,103.88万 | 6.31% | 108,081 | 316 | 0.3% | $9.07万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,842.66万 | 3.75% | 383,487 | -29,695 | -7.2% | -$142.68万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,664.03万 | 3.38% | 672,336 | 2,279 | 0.3% | $5.64万 | 加仓 |
| IJR | ISHARES TR | $1,334.62万 | 2.71% | 107,362 | -3,513 | -3.2% | -$43.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,195.28万 | 2.43% | 27,365 | -176 | -0.6% | -$7.69万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,124.83万 | 2.29% | 37,639 | -898 | -2.3% | -$26.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,085.28万 | 2.21% | 55,315 | 249 | 0.5% | $4.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,000.86万 | 2.04% | 185,172 | -3,160 | -1.7% | -$17.08万 | 减仓 |
| GLD | SPDR GOLD TR | $888.03万 | 1.81% | 20,638 | -2,117 | -9.3% | -$91.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $854.83万 | 1.74% | 64,321 | -452 | -0.7% | -$6.01万 | 减仓 |
| EFG | ISHARES TR | $844.71万 | 1.72% | 75,847 | -3,022 | -3.8% | -$33.66万 | 减仓 |
| IAU | ISHARES GOLD TR | $818.94万 | 1.67% | 92,892 | -10,529 | -10.2% | -$92.82万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $755.10万 | 1.54% | 40,976 | -531 | -1.3% | -$9.79万 | 减仓 |
| AAPL | APPLE INC | $679.78万 | 1.38% | 26,785 | -376 | -1.4% | -$9.54万 | 减仓 |
| IVW | ISHARES TR | $659.97万 | 1.34% | 58,348 | -447 | -0.8% | -$5.06万 | 减仓 |
| HYG | ISHARES TR | $624.94万 | 1.27% | 78,549 | 1,330 | 1.7% | $10.58万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $603.51万 | 1.23% | 23,451 | 98 | 0.4% | $2.52万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $563.67万 | 1.15% | 146,714 | 11,501 | 8.5% | $44.19万 | 加仓 |
| ISTB | ISHARES TR | $562.72万 | 1.14% | 116,120 | -30,978 | -21.1% | -$150.12万 | 减仓 |
| TIP | ISHARES TR | $526.81万 | 1.07% | 47,735 | 832 | 1.8% | $9.18万 | 加仓 |
| IVE | ISHARES TR | $493.76万 | 1.00% | 23,384 | -368 | -1.5% | -$7.77万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $491.65万 | 1.00% | 62,702 | -11,371 | -15.4% | -$89.16万 | 减仓 |
| EFV | ISHARES TR | $488.72万 | 0.99% | 65,732 | -2,930 | -4.3% | -$21.78万 | 减仓 |
| IJH | ISHARES TR | $483.01万 | 0.98% | 71,525 | -2,841 | -3.8% | -$19.19万 | 减仓 |
| DSI | ISHARES TR | $426.48万 | 0.87% | 35,191 | 106 | 0.3% | $1.28万 | 加仓 |
| IEMG | ISHARES INC | $419.47万 | 0.85% | 60,139 | -1,363 | -2.2% | -$9.51万 | 减仓 |
| IJK | ISHARES TR | $385.64万 | 0.78% | 38,326 | -564 | -1.5% | -$5.68万 | 减仓 |
| IJJ | ISHARES TR | $379.77万 | 0.77% | 28,662 | -1,284 | -4.3% | -$17.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $372.58万 | 0.76% | 12,666 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $356.81万 | 0.73% | 71,434 | 7,136 | 11.1% | $35.64万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $347.60万 | 0.71% | 16,000 | -747 | -4.5% | -$16.23万 | 减仓 |
| IWM | ISHARES TR | $342.24万 | 0.70% | 13,800 | -342 | -2.4% | -$8.48万 | 减仓 |
| IWB | ISHARES TR | $341.85万 | 0.70% | 9,588 | -80 | -0.8% | -$2.85万 | 减仓 |
| ABBV | ABBVIE INC | $319.35万 | 0.65% | 14,683 | -18 | -0.1% | -$3,915 | 减仓 |
| VBK | VANGUARD INDEX FDS | $285.44万 | 0.58% | 9,444 | -462 | -4.7% | -$13.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $279.98万 | 0.57% | 7,564 | -223 | -2.9% | -$8.25万 | 减仓 |
| ESGD | ISHARES TR | $237.80万 | 0.48% | 24,870 | -646 | -2.5% | -$6.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $231.94万 | 0.47% | 3,566 | -23 | -0.6% | -$1.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $221.29万 | 0.45% | 34,533 | -1,278 | -3.6% | -$8.19万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $211.14万 | 0.43% | 73,672 | 13,414 | 22.3% | $38.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $201.70万 | 0.41% | 43,954 | -255 | -0.6% | -$1.17万 | 减仓 |
| CAT | CATERPILLAR INC | $196.10万 | 0.40% | 2,768 | -39 | -1.4% | -$2.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $185.52万 | 0.38% | 7,083 | -2,000 | -22.0% | -$52.38万 | 减仓 |
| SYK | STRYKER CORPORATION | $183.82万 | 0.37% | 5,594 | -10 | -0.2% | -$3,286 | 减仓 |
| ESGU | ISHARES TR | $180.01万 | 0.37% | 12,728 | 239 | 1.9% | $3.38万 | 加仓 |
| EAGG | ISHARES TR | $170.82万 | 0.35% | 35,924 | 3,980 | 12.5% | $18.92万 | 加仓 |
| IJT | ISHARES TR | $164.14万 | 0.33% | 11,343 | -252 | -2.2% | -$3.65万 | 减仓 |
| IJS | ISHARES TR | $163.61万 | 0.33% | 13,812 | -381 | -2.7% | -$4.51万 | 减仓 |
| RTX | RTX CORPORATION | $161.13万 | 0.33% | 8,353 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $157.30万 | 0.32% | 14,819 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $154.07万 | 0.31% | 33,119 | 12,220 | 58.5% | $56.85万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $133.50万 | 0.27% | 26,760 | 6,244 | 30.4% | $31.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $132.36万 | 0.27% | 2,215 | 930 | 72.4% | $55.57万 | 加仓 |
| IWP | ISHARES TR | $128.57万 | 0.26% | 10,035 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $117.22万 | 0.24% | 11,417 | -900 | -7.3% | -$9.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $114.28万 | 0.23% | 6,553 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $108.53万 | 0.22% | 4,440 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $106.41万 | 0.22% | 22,631 | -81 | -0.4% | -$3,809 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $104.58万 | 0.21% | 4,863 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $104.40万 | 0.21% | 3,834 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $102.72万 | 0.21% | 4,238 | 1 | 0.0% | $242 | 加仓 |
| DTE | DTE ENERGY CO | $94.58万 | 0.19% | 6,469 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $93.17万 | 0.19% | 2,726 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $88.48万 | 0.18% | 3,326 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $85.31万 | 0.17% | 2,345 | -46 | -1.9% | -$1.67万 | 减仓 |
| AMZN | AMAZON COM INC | $83.15万 | 0.17% | 3,993 | -600 | -13.1% | -$12.49万 | 减仓 |
| STE | STERIS PLC | $72.24万 | 0.15% | 3,267 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $71.67万 | 0.15% | 1,458 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $68.85万 | 0.14% | 8,995 | 77 | 0.9% | $5,894 | 加仓 |
| IWR | ISHARES TR | $68.26万 | 0.14% | 7,020 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $62.23万 | 0.13% | 10,958 | -728 | -6.2% | -$4.13万 | 减仓 |
| SO | SOUTHERN CO | $59.71万 | 0.12% | 6,186 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $59.10万 | 0.12% | 14,991 | -1,141 | -7.1% | -$4.50万 | 减仓 |
| CSCO | CISCO SYS INC | $56.59万 | 0.12% | 7,294 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $56.05万 | 0.11% | 995 | -385 | -27.9% | -$21.69万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $55.47万 | 0.11% | 813 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $53.83万 | 0.11% | 4,475 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $53.69万 | 0.11% | 7,149 | -1,028 | -12.6% | -$7.72万 | 减仓 |
| HEFA | ISHARES TR | $53.42万 | 0.11% | 12,572 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.86万 | 0.11% | 1,103 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $51.45万 | 0.10% | 3,033 | -124 | -3.9% | -$2.10万 | 减仓 |
| PEP | PEPSICO INC | $49.74万 | 0.10% | 3,203 | 10 | 0.3% | $1,553 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $49.47万 | 0.10% | 9,901 | 1,418 | 16.7% | $7.09万 | 加仓 |
| IWO | ISHARES TR | $47.79万 | 0.10% | 1,523 | -154 | -9.2% | -$4.83万 | 减仓 |
| MCD | MCDONALDS CORP | $43.98万 | 0.09% | 1,415 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $43.63万 | 0.09% | 1,517 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $42.94万 | 0.09% | 14,716 | -218 | -1.5% | -$6,361 | 减仓 |
| IWS | ISHARES TR | $42.53万 | 0.09% | 2,918 | -52 | -1.8% | -$7,578 | 减仓 |
| DTM | DT MIDSTREAM INC | $41.84万 | 0.09% | 3,107 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.68万 | 0.08% | 1,299 | 74 | 6.0% | $2.37万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $40.62万 | 0.08% | 6,249 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.93万 | 0.08% | 1,214 | -101 | -7.7% | -$3.32万 | 减仓 |
| VAW | VANGUARD WORLD FD | $39.19万 | 0.08% | 1,739 | -135 | -7.2% | -$3.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.68万 | 0.08% | 378 | -29 | -7.1% | -$2.89万 | 减仓 |
| — | HOLOGIC INC | $36.67万 | 0.07% | 4,851 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $34.33万 | 0.07% | 611 | 0 | 0.0% | — | 不变 |