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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,826.56万 | 6.72% | 201,360 | 858 | 0.4% | $24.83万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,871.19万 | 4.46% | 1,220,811 | 32,394 | 2.7% | $102.72万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,527.03万 | 4.07% | 1,042,267 | 5,830 | 0.6% | $19.73万 | 加仓 |
| AMZN | AMAZON COM INC | $3,261.93万 | 3.76% | 136,860 | 690 | 0.5% | $16.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,184.41万 | 3.67% | 43,243 | 227 | 0.5% | $16.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,692.21万 | 3.10% | 134,550 | 2,119 | 1.6% | $42.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,511.69万 | 2.89% | 67,876 | 2,552 | 3.9% | $94.43万 | 加仓 |
| GOOGL | ALPHABET INC | $2,451.73万 | 2.83% | 68,605 | 420 | 0.6% | $15.01万 | 加仓 |
| IVV | ISHARES TR | $2,350.65万 | 2.71% | 31,388 | 655 | 2.1% | $49.05万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,115.82万 | 2.44% | 221,273 | 4,195 | 1.9% | $40.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,782.41万 | 2.05% | 75,328 | -957 | -1.3% | -$22.64万 | 减仓 |
| 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 |
| MSFT | MICROSOFT CORP | $1,607.71万 | 1.85% | 43,100 | 718 | 1.7% | $26.78万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,561.74万 | 1.80% | 455,717 | 2,405 | 0.5% | $8.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,464.12万 | 1.69% | 48,302 | -1,001 | -2.0% | -$30.34万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,409.71万 | 1.62% | 416,213 | 403 | 0.1% | $1.36万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,396.94万 | 1.61% | 91,795 | -1,796 | -1.9% | -$27.33万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,084.48万 | 1.25% | 110,436 | 6,361 | 6.1% | $62.47万 | 加仓 |
| GOOG | ALPHABET INC | $1,039.81万 | 1.20% | 29,429 | 1,237 | 4.4% | $43.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,031.81万 | 1.19% | 128,063 | -1,025 | -0.8% | -$8.26万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $972.29万 | 1.12% | 351,009 | -1,436 | -0.4% | -$3.98万 | 减仓 |
| AVGO | BROADCOM INC | $944.98万 | 1.09% | 25,016 | 244 | 1.0% | $9.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $918.11万 | 1.06% | 13,368 | 1,117 | 9.1% | $76.71万 | 加仓 |
| META | META PLATFORMS INC | $886.26万 | 1.02% | 15,734 | 508 | 3.3% | $28.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $871.69万 | 1.00% | 29,262 | -237 | -0.8% | -$7.06万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $811.67万 | 0.94% | 160,504 | 20,903 | 15.0% | $105.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $627.00万 | 0.72% | 29,468 | 38 | 0.1% | $8,085 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $598.60万 | 0.69% | 130,442 | -1,350 | -1.0% | -$6.20万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $576.01万 | 0.66% | 155,877 | -1,827 | -1.2% | -$6.75万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $565.35万 | 0.65% | 91,023 | 11,871 | 15.0% | $73.73万 | 加仓 |
| HD | HOME DEPOT INC | $556.38万 | 0.64% | 15,776 | -187 | -1.2% | -$6.60万 | 减仓 |
| V | VISA INC | $554.47万 | 0.64% | 16,161 | -69 | -0.4% | -$2.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $529.24万 | 0.61% | 10,577 | -170 | -1.6% | -$8.51万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $516.75万 | 0.60% | 56,655 | 3,218 | 6.0% | $29.35万 | 加仓 |
| IWF | ISHARES TR | $503.25万 | 0.58% | 40,530 | 770 | 1.9% | $9.56万 | 加仓 |
| LLY | ELI LILLY & CO | $491.59万 | 0.57% | 4,099 | 99 | 2.5% | $11.87万 | 加仓 |
| — | EXXON MOBIL CORP | $486.11万 | 0.56% | 35,555 | 165 | 0.5% | $2.26万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $486.04万 | 0.56% | 129,750 | 6,102 | 4.9% | $22.86万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $478.36万 | 0.55% | 165,178 | 10,928 | 7.1% | $31.65万 | 加仓 |
| IJH | ISHARES TR | $473.42万 | 0.55% | 61,395 | -3,019 | -4.7% | -$23.28万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $435.80万 | 0.50% | 98,264 | -700 | -0.7% | -$3.10万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $434.15万 | 0.50% | 222,355 | -14,806 | -6.2% | -$28.91万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $430.48万 | 0.50% | 219,463 | -4,551 | -2.0% | -$8.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $391.57万 | 0.45% | 11,963 | 282 | 2.4% | $9.23万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $391.11万 | 0.45% | 47,321 | -1,599 | -3.3% | -$13.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $382.77万 | 0.44% | 44,773 | 942 | 2.1% | $8.05万 | 加仓 |
| CAT | CATERPILLAR INC | $375.70万 | 0.43% | 3,528 | 11 | 0.3% | $1.17万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $374.20万 | 0.43% | 75,612 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $361.92万 | 0.42% | 72,719 | 2,228 | 3.2% | $11.09万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $341.73万 | 0.39% | 45,155 | 3,033 | 7.2% | $22.95万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $340.01万 | 0.39% | 166,956 | 10,091 | 6.4% | $20.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $333.48万 | 0.38% | 6,493 | -149 | -2.2% | -$7.65万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $333.39万 | 0.38% | 71,835 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $330.90万 | 0.38% | 67,793 | -14,910 | -18.0% | -$72.78万 | 减仓 |
| HDV | ISHARES TR | $330.70万 | 0.38% | 120,651 | 1 | 0.0% | $27 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $324.85万 | 0.37% | 76,979 | -610 | -0.8% | -$2.57万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $313.81万 | 0.36% | 76,353 | -973 | -1.3% | -$4.00万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $311.80万 | 0.36% | 77,697 | 6,434 | 9.0% | $25.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $309.87万 | 0.36% | 18,694 | 143 | 0.8% | $2.37万 | 加仓 |
| DLN | WISDOMTREE TR | $299.95万 | 0.35% | 31,141 | 7 | 0.0% | $674 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $293.14万 | 0.34% | 28,399 | -50 | -0.2% | -$5,161 | 减仓 |
| IJR | ISHARES TR | $291.02万 | 0.34% | 19,623 | -969 | -4.7% | -$14.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $289.55万 | 0.33% | 8,491 | -261 | -3.0% | -$8.90万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $287.68万 | 0.33% | 60,222 | -230 | -0.4% | -$1.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $280.88万 | 0.32% | 23,500 | 1,596 | 7.3% | $19.08万 | 加仓 |
| TSLA | TESLA INC | $278.10万 | 0.32% | 6,612 | 252 | 4.0% | $10.60万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $273.43万 | 0.32% | 59,910 | -3,636 | -5.7% | -$16.59万 | 减仓 |
| ORCL | ORACLE CORP | $261.89万 | 0.30% | 17,871 | 922 | 5.4% | $13.51万 | 加仓 |
| GLD | SPDR GOLD TR | $261.16万 | 0.30% | 7,090 | 124 | 1.8% | $4.57万 | 加仓 |
| BAC | BANK OF AMER CORP | $255.67万 | 0.29% | 44,870 | -190 | -0.4% | -$1.08万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $248.69万 | 0.29% | 28,334 | 123 | 0.4% | $1.08万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $242.37万 | 0.28% | 3,176 | -60 | -1.9% | -$4.58万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $237.64万 | 0.27% | 64,454 | -2,197 | -3.3% | -$8.10万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $234.20万 | 0.27% | 18,772 | 396 | 2.2% | $4.94万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $233.76万 | 0.27% | 16,996 | -36 | -0.2% | -$4,951 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $233.45万 | 0.27% | 51,319 | -130,888 | -71.8% | -$595.41万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $229.12万 | 0.26% | 123,346 | 1,908 | 1.6% | $3.54万 | 加仓 |
| ABBV | ABBVIE INC | $228.40万 | 0.26% | 9,077 | 214 | 2.4% | $5.38万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $215.74万 | 0.25% | 42,729 | -64,509 | -60.2% | -$325.71万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $214.12万 | 0.25% | 13,550 | 328 | 2.5% | $5.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $214.09万 | 0.25% | 8,430 | 61 | 0.7% | $1.55万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $208.37万 | 0.24% | 6,878 | 28 | 0.4% | $8,483 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FD | $208.06万 | 0.24% | 30,452 | 1,280 | 4.4% | $8.75万 | 加仓 |
| NFLX | NETFLIX INC. | $202.87万 | 0.23% | 28,414 | 530 | 1.9% | $3.78万 | 加仓 |
| IVE | ISHARES TR | $202.76万 | 0.23% | 8,930 | 140 | 1.6% | $3.18万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $190.12万 | 0.22% | 24,885 | -340 | -1.3% | -$2.60万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $188.81万 | 0.22% | 52,259 | -520 | -1.0% | -$1.88万 | 减仓 |
| DVY | ISHARES TR | $186.20万 | 0.21% | 11,913 | 261 | 2.2% | $4.08万 | 加仓 |
| WMT | WALMART INC | $184.62万 | 0.21% | 16,301 | 335 | 2.1% | $3.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $174.65万 | 0.20% | 1,513 | -211 | -12.2% | -$24.36万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $171.44万 | 0.20% | 42,248 | 3,407 | 8.8% | $13.83万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $170.13万 | 0.20% | 33,327 | 2,172 | 7.0% | $11.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $169.66万 | 0.20% | 19,696 | 292 | 1.5% | $2.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $156.29万 | 0.18% | 1,671 | 17 | 1.0% | $1.59万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $153.49万 | 0.18% | 2,938 | -25 | -0.8% | -$1.31万 | 减仓 |
| DIS | DISNEY WALT CO | $152.74万 | 0.18% | 15,869 | 50 | 0.3% | $4,812 | 加仓 |
| VTV | VANGUARD INDEX FDS | $151.22万 | 0.17% | 6,939 | 88 | 1.3% | $1.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.17% | 2 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $147.58万 | 0.17% | 31,440 | 237 | 0.8% | $1.11万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $147.10万 | 0.17% | 27,697 | 350 | 1.3% | $1.86万 | 加仓 |