CRA Financial Services, LLC
NORTHFIELD NJ · SEC CIK 0001765594
$7.70亿2026Q1 申报市值
296持仓数
35.5%前十大占比 · 第一大 6.6%
10 / 9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
VTI 加仓+$537.29万
VYMI 加仓+$238.15万
DGRW 加仓+$210.32万
FBND 加仓+$204.92万
FENI 加仓+$187.45万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$83.53万
SDY 减仓-$81.62万
VB 减仓-$67.68万
VO 减仓-$50.06万
SCHM 减仓-$38.57万
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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $138.28万 | 0.18% | 52,779 | 6,730 | 14.6% | $17.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $137.26万 | 0.18% | 2,963 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $134.42万 | 0.17% | 6,851 | -1,888 | -21.6% | -$37.04万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $134.15万 | 0.17% | 9,287 | -150 | -1.6% | -$2.17万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $126.62万 | 0.16% | 75,735 | 26,495 | 53.8% | $44.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $126.34万 | 0.16% | 3,236 | 124 | 4.0% | $4.84万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $126.26万 | 0.16% | 17,805 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $124.65万 | 0.16% | 10,363 | -335 | -3.1% | -$4.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.73万 | 0.16% | 8,185 | 410 | 5.3% | $6.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.20万 | 0.15% | 4,877 | -15 | -0.3% | -$3,636 | 减仓 |
| IWD | ISHARES TR | $116.75万 | 0.15% | 5,464 | 164 | 3.1% | $3.50万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $116.37万 | 0.15% | 22,056 | -249 | -1.1% | -$1.31万 | 减仓 |
| MCD | MCDONALDS CORP | $115.51万 | 0.15% | 3,717 | -258 | -6.5% | -$8.02万 | 减仓 |
| — | ISHARES TR | $113.59万 | 0.15% | 40,336 | -900 | -2.2% | -$2.53万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $109.41万 | 0.14% | 27,285 | -760 | -2.7% | -$3.05万 | 减仓 |
| RTX | RTX CORPORATION | $107.92万 | 0.14% | 5,595 | 28 | 0.5% | $5,401 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $105.35万 | 0.14% | 22,957 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $105.05万 | 0.14% | 16,862 | 620 | 3.8% | $3.86万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $102.24万 | 0.13% | 11,527 | -3,200 | -21.7% | -$28.38万 | 减仓 |
| KO | COCA COLA CO | $101.57万 | 0.13% | 13,356 | 63 | 0.5% | $4,791 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $100.65万 | 0.13% | 34,210 | -500 | -1.4% | -$1.47万 | 减仓 |
| IVW | ISHARES TR | $98.01万 | 0.13% | 8,665 | 165 | 1.9% | $1.87万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $97.33万 | 0.13% | 23,270 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $96.19万 | 0.12% | 7,469 | 63 | 0.9% | $8,113 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $94.01万 | 0.12% | 24,193 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $93.24万 | 0.12% | 19,240 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $93.19万 | 0.12% | 12,010 | 291 | 2.5% | $2.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $93.09万 | 0.12% | 34,835 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $92.34万 | 0.12% | 5,946 | -178 | -2.9% | -$2.76万 | 减仓 |
| — | HONEYWELL INTL INC | $90.75万 | 0.12% | 4,015 | 683 | 20.5% | $15.44万 | 加仓 |
| — | VANGUARD MALVERN FDS | $87.14万 | 0.11% | 17,086 | 8,283 | 94.1% | $42.25万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $86.10万 | 0.11% | 15,275 | -2,125 | -12.2% | -$11.98万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $84.63万 | 0.11% | 9,069 | -251 | -2.7% | -$2.34万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $83.41万 | 0.11% | 2,987 | -222 | -6.9% | -$6.20万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $83.16万 | 0.11% | 16,013 | 168 | 1.1% | $8,724 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $82.74万 | 0.11% | 16,939 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $82.23万 | 0.11% | 21,639 | 15,943 | 279.9% | $60.58万 | 加仓 |
| BA | BOEING CO | $81.88万 | 0.11% | 4,114 | 674 | 19.6% | $13.41万 | 加仓 |
| ITA | ISHARES TR | $79.91万 | 0.10% | 3,653 | 50 | 1.4% | $1.09万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $79.90万 | 0.10% | 22,886 | 15 | 0.1% | $524 | 加仓 |
| VHT | VANGUARD WORLD FD | $79.71万 | 0.10% | 2,927 | -5 | -0.2% | -$1,362 | 减仓 |
| IWM | ISHARES TR | $77.26万 | 0.10% | 3,115 | -133 | -4.1% | -$3.30万 | 减仓 |
| COP | CONOCOPHILLIPS | $76.22万 | 0.10% | 5,774 | 72 | 1.3% | $9,504 | 加仓 |
| MTUM | ISHARES TR | $74.88万 | 0.10% | 3,120 | -10 | -0.3% | -$2,400 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.32万 | 0.10% | 13,112 | 13 | 0.1% | $737 | 加仓 |
| — | INNOVATOR ETFS TRUST | $73.00万 | 0.09% | 18,555 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $72.58万 | 0.09% | 8,017 | -1,561 | -16.3% | -$14.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.12万 | 0.09% | 11,254 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $71.50万 | 0.09% | 16,605 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $71.18万 | 0.09% | 2,023 | 11 | 0.5% | $3,870 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $70.80万 | 0.09% | 9,843 | 1,360 | 16.0% | $9.78万 | 加仓 |
| USIG | ISHARES TR | $69.92万 | 0.09% | 13,649 | 106 | 0.8% | $5,430 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.56万 | 0.09% | 822 | -27 | -3.2% | -$2.28万 | 减仓 |
| GE | GE AEROSPACE | $67.97万 | 0.09% | 2,395 | -35 | -1.4% | -$9,934 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $67.97万 | 0.09% | 12,444 | 1,525 | 14.0% | $8.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.13万 | 0.09% | 9,437 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $66.67万 | 0.09% | 1,184 | -4 | -0.3% | -$2,252 | 减仓 |
| MCK | MCKESSON CORP | $65.85万 | 0.09% | 761 | -2 | -0.3% | -$1,731 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $63.42万 | 0.08% | 13,409 | 13,409 | — | $63.42万 | 新建仓 |
| MO | ALTRIA GROUP INC | $62.84万 | 0.08% | 9,522 | -123 | -1.3% | -$8,117 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $61.93万 | 0.08% | 8,672 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $60.24万 | 0.08% | 18,316 | -1,724 | -8.6% | -$5.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $59.63万 | 0.08% | 6,764 | -30 | -0.4% | -$2,645 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $59.17万 | 0.08% | 8,150 | -50 | -0.6% | -$3,630 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $58.34万 | 0.08% | 2,328 | -22 | -0.9% | -$5,513 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $58.25万 | 0.08% | 1,724 | -41 | -2.3% | -$1.39万 | 减仓 |
| PFF | ISHARES TR | $57.57万 | 0.07% | 18,989 | 2,720 | 16.7% | $8.25万 | 加仓 |
| SSO | PROSHARES TR | $56.18万 | 0.07% | 10,828 | 1,313 | 13.8% | $6.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $55.94万 | 0.07% | 4,209 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $55.04万 | 0.07% | 2,034 | -244 | -10.7% | -$6.60万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $54.83万 | 0.07% | 14,489 | -53 | -0.4% | -$2,006 | 减仓 |
| IJK | ISHARES TR | $54.38万 | 0.07% | 5,404 | -10 | -0.2% | -$1,006 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.14万 | 0.07% | 9,752 | 44 | 0.5% | $2,443 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.84万 | 0.07% | 1,593 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $53.74万 | 0.07% | 3,250 | 136 | 4.4% | $2.25万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $52.91万 | 0.07% | 4,628 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $52.59万 | 0.07% | 6,845 | 250 | 3.8% | $1.92万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.37万 | 0.07% | 6,973 | -1,148 | -14.1% | -$8.62万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $51.64万 | 0.07% | 9,675 | 2,865 | 42.1% | $15.29万 | 加仓 |
| GEV | GE VERNOVA INC | $50.38万 | 0.07% | 577 | 8 | 1.4% | $6,985 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $50.26万 | 0.07% | 10,115 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $50.01万 | 0.06% | 3,678 | 362 | 10.9% | $4.92万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $49.30万 | 0.06% | 13,392 | 1,419 | 11.9% | $5.22万 | 加仓 |
| BN | BROOKFIELD CORP | $49.17万 | 0.06% | 12,150 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $48.52万 | 0.06% | 10,209 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $48.51万 | 0.06% | 22,874 | -7,040 | -23.5% | -$14.93万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $48.19万 | 0.06% | 18,796 | 2,730 | 17.0% | $7.00万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.63万 | 0.06% | 20,553 | 2,402 | 13.2% | $5.57万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.23万 | 0.06% | 4,215 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $45.16万 | 0.06% | 3,449 | 60 | 1.8% | $7,856 | 加仓 |
| ASML | ASML HLDG NV | $44.78万 | 0.06% | 339 | 1 | 0.3% | $1,321 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $44.73万 | 0.06% | 11,255 | 500 | 4.6% | $1.99万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $44.66万 | 0.06% | 9,363 | -230 | -2.4% | -$1.10万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $44.53万 | 0.06% | 722 | -31 | -4.1% | -$1.91万 | 减仓 |
| MPC | MARATHON PETE CORP | $44.24万 | 0.06% | 1,812 | 7 | 0.4% | $1,709 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $43.79万 | 0.06% | 14,848 | -393 | -2.6% | -$1.16万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $43.74万 | 0.06% | 14,486 | 5 | 0.0% | $151 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.08万 | 0.06% | 2,118 | 19 | 0.9% | $3,865 | 加仓 |
| CMI | CUMMINS INC | $43.05万 | 0.06% | 800 | 93 | 13.2% | $5.00万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.99万 | 0.06% | 4,187 | -649 | -13.4% | -$6.66万 | 减仓 |