CRA Financial Services, LLC
NORTHFIELD NJ · SEC CIK 0001765594
$8.68亿2026Q2 申报市值
321持仓数
36.6%前十大占比 · 第一大 6.7%
27 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPST 加仓+$105.71万
SCHD 加仓+$102.72万
VTI 加仓+$94.43万
SPCX 新建仓+$85.34万
VOO 加仓+$76.71万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$595.41万
JAAA 减仓-$325.71万
PJUL 减仓-$72.78万
HON 减仓-$47.69万
VB 减仓-$30.34万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $886.26万 | 1.02% | 15,734 | 508 | 3.3% | $28.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $918.11万 | 1.06% | 13,368 | 1,117 | 9.1% | $76.71万 | 加仓 |
| AVGO | BROADCOM INC | $944.98万 | 1.09% | 25,016 | 244 | 1.0% | $9.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $972.29万 | 1.12% | 351,009 | -1,436 | -0.4% | -$3.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,031.81万 | 1.19% | 128,063 | -1,025 | -0.8% | -$8.26万 | 减仓 |
| GOOG | ALPHABET INC | $1,039.81万 | 1.20% | 29,429 | 1,237 | 4.4% | $43.71万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,084.48万 | 1.25% | 110,436 | 6,361 | 6.1% | $62.47万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,396.94万 | 1.61% | 91,795 | -1,796 | -1.9% | -$27.33万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,409.71万 | 1.62% | 416,213 | 403 | 0.1% | $1.36万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,464.12万 | 1.69% | 48,302 | -1,001 | -2.0% | -$30.34万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,561.74万 | 1.80% | 455,717 | 2,405 | 0.5% | $8.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,607.71万 | 1.85% | 43,100 | 718 | 1.7% | $26.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,633.51万 | 1.88% | 21,874 | 195 | 0.9% | $14.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,782.41万 | 2.05% | 75,328 | -957 | -1.3% | -$22.64万 | 减仓 |
| DGRW | WISDOMTREE TR | $2,115.82万 | 2.44% | 221,273 | 4,195 | 1.9% | $40.11万 | 加仓 |
| IVV | ISHARES TR | $2,350.65万 | 2.71% | 31,388 | 655 | 2.1% | $49.05万 | 加仓 |
| GOOGL | ALPHABET INC | $2,451.73万 | 2.83% | 68,605 | 420 | 0.6% | $15.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,511.69万 | 2.89% | 67,876 | 2,552 | 3.9% | $94.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,692.21万 | 3.10% | 134,550 | 2,119 | 1.6% | $42.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,184.41万 | 3.67% | 43,243 | 227 | 0.5% | $16.72万 | 加仓 |
| AMZN | AMAZON COM INC | $3,261.93万 | 3.76% | 136,860 | 690 | 0.5% | $16.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,527.03万 | 4.07% | 1,042,267 | 5,830 | 0.6% | $19.73万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,871.19万 | 4.46% | 1,220,811 | 32,394 | 2.7% | $102.72万 | 加仓 |
| AAPL | APPLE INC | $5,826.56万 | 6.72% | 201,360 | 858 | 0.4% | $24.83万 | 加仓 |