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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $145.89万 | 0.17% | 17,805 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $145.77万 | 0.17% | 12,410 | 400 | 3.3% | $4.70万 | 加仓 |
| PYLD | PIMCO ETF TR | $144.63万 | 0.17% | 54,537 | 1,758 | 3.3% | $4.66万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $144.42万 | 0.17% | 18,699 | 145 | 0.8% | $1.12万 | 加仓 |
| DGRO | ISHARES TR | $142.53万 | 0.16% | 18,806 | -1,637 | -8.0% | -$12.41万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $137.84万 | 0.16% | 17,988 | -335 | -1.8% | -$2.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $137.21万 | 0.16% | 9,357 | 70 | 0.8% | $1.03万 | 加仓 |
| QCOM | QUALCOMM INC | $135.80万 | 0.16% | 7,349 | -120 | -1.6% | -$2.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $135.23万 | 0.16% | 2,328 | 210 | 9.9% | $12.20万 | 加仓 |
| MRK | MERCK & CO INC | $134.91万 | 0.16% | 10,499 | 136 | 1.3% | $1.75万 | 加仓 |
| IWD | ISHARES TR | $133.68万 | 0.15% | 5,514 | 50 | 0.9% | $1.21万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $132.01万 | 0.15% | 79,310 | 3,575 | 4.7% | $5.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.83万 | 0.15% | 4,688 | -189 | -3.9% | -$5.31万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $126.52万 | 0.15% | 17,251 | 389 | 2.3% | $2.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $119.27万 | 0.14% | 2,341 | 2 | 0.1% | $1,019 | 加仓 |
| IVW | ISHARES TR | $117.58万 | 0.14% | 8,549 | -116 | -1.3% | -$1.60万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $115.87万 | 0.13% | 26,910 | -375 | -1.4% | -$1.61万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $112.80万 | 0.13% | 11,698 | 171 | 1.5% | $1.65万 | 加仓 |
| — | ISHARES TR | $110.22万 | 0.13% | 37,836 | -2,500 | -6.2% | -$7.28万 | 减仓 |
| KO | COCA COLA CO | $109.89万 | 0.13% | 13,521 | 165 | 1.2% | $1.34万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $109.85万 | 0.13% | 22,748 | 1,109 | 5.1% | $5.36万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $107.55万 | 0.12% | 32,660 | -1,550 | -4.5% | -$5.10万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $107.09万 | 0.12% | 8,819 | -250 | -2.8% | -$3.04万 | 减仓 |
| RTX | RTX CORPORATION | $107.01万 | 0.12% | 5,640 | 45 | 0.8% | $8,538 | 加仓 |
| MTUM | ISHARES TR | $106.96万 | 0.12% | 3,120 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $106.79万 | 0.12% | 13,158 | 9,221 | 234.2% | $74.83万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $105.56万 | 0.12% | 19,190 | -50 | -0.3% | -$2,751 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $105.42万 | 0.12% | 23,764 | -429 | -1.8% | -$1.90万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $104.09万 | 0.12% | 22,957 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $101.14万 | 0.12% | 3,741 | 24 | 0.6% | $6,488 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $100.40万 | 0.12% | 22,056 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $98.87万 | 0.11% | 22,870 | -400 | -1.7% | -$1.73万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $96.47万 | 0.11% | 8,269 | 84 | 1.0% | $9,800 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.00万 | 0.11% | 34,835 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $95.94万 | 0.11% | 3,958 | 305 | 8.3% | $7.39万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $95.51万 | 0.11% | 15,275 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $94.94万 | 0.11% | 3,717 | 39 | 1.1% | $9,962 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $93.60万 | 0.11% | 4,913 | 704 | 16.7% | $13.41万 | 加仓 |
| IWM | ISHARES TR | $93.41万 | 0.11% | 3,109 | -6 | -0.2% | -$1,803 | 减仓 |
| GE | GE AEROSPACE | $91.88万 | 0.11% | 2,459 | 64 | 2.7% | $2.39万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $91.80万 | 0.11% | 22,898 | 12 | 0.1% | $481 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $91.73万 | 0.11% | 2,207 | 173 | 8.5% | $7.19万 | 加仓 |
| BA | BOEING CO | $89.94万 | 0.10% | 4,155 | 41 | 1.0% | $8,875 | 加仓 |
| — | VANGUARD MALVERN FDS | $89.67万 | 0.10% | 17,483 | 397 | 2.3% | $2.04万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.79万 | 0.10% | 2,936 | 9 | 0.3% | $2,691 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $86.90万 | 0.10% | 16,209 | -730 | -4.3% | -$3.91万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $86.89万 | 0.10% | 16,601 | 588 | 3.7% | $3.08万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $85.34万 | 0.10% | 4,995 | 4,995 | — | $85.34万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.39万 | 0.10% | 834 | 12 | 1.5% | $1.21万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $83.12万 | 0.10% | 17,631 | 4,222 | 31.5% | $19.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $82.89万 | 0.10% | 11,633 | 379 | 3.4% | $2.70万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $78.45万 | 0.09% | 2,343 | 15 | 0.6% | $5,022 | 加仓 |
| — | INNOVATOR ETFS TRUST | $78.09万 | 0.09% | 18,555 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $77.88万 | 0.09% | 5,752 | -194 | -3.3% | -$2.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $77.70万 | 0.09% | 9,437 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $77.02万 | 0.09% | 7,975 | -42 | -0.5% | -$4,056 | 减仓 |
| DE | DEERE & CO | $76.54万 | 0.09% | 1,207 | 23 | 1.9% | $1.46万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $76.47万 | 0.09% | 16,605 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $74.67万 | 0.09% | 2,062 | 39 | 1.9% | $1.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.55万 | 0.09% | 1,561 | -32 | -2.0% | -$1.53万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.54万 | 0.09% | 13,198 | 86 | 0.7% | $4,857 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $74.48万 | 0.09% | 10,322 | 479 | 4.9% | $3.46万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $73.67万 | 0.08% | 12,444 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $72.97万 | 0.08% | 10,830 | 2 | 0.0% | $135 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.54万 | 0.08% | 2,921 | -66 | -2.2% | -$1.64万 | 减仓 |
| USIG | ISHARES TR | $70.01万 | 0.08% | 13,649 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $69.69万 | 0.08% | 593 | 16 | 2.8% | $1.88万 | 加仓 |
| MO | ALTRIA GROUP INC | $68.90万 | 0.08% | 9,575 | 53 | 0.6% | $3,814 | 加仓 |
| ASML | ASML HLDG NV | $68.44万 | 0.08% | 344 | 5 | 1.5% | $9,947 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $67.56万 | 0.08% | 19,515 | 4,667 | 31.4% | $16.16万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $66.31万 | 0.08% | 8,150 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $65.07万 | 0.07% | 18,316 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $64.82万 | 0.07% | 8,372 | -300 | -3.5% | -$2.32万 | 减仓 |
| SNDK | SANDISK CORP | $64.12万 | 0.07% | 282 | 282 | — | $64.12万 | 新建仓 |
| IJK | ISHARES TR | $63.50万 | 0.07% | 5,404 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $62.44万 | 0.07% | 6,453 | 164 | 2.6% | $1.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $61.02万 | 0.07% | 3,373 | 123 | 3.8% | $2.23万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $60.35万 | 0.07% | 4,628 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $60.22万 | 0.07% | 797 | 36 | 4.7% | $2.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $60.02万 | 0.07% | 5,773 | -1 | -0.0% | -$104 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.96万 | 0.07% | 9,593 | -159 | -1.6% | -$9,772 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.40万 | 0.07% | 6,973 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $57.10万 | 0.07% | 9,675 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $56.94万 | 0.07% | 18,676 | -313 | -1.6% | -$9,543 | 减仓 |
| AMAT | APPLIED MATLS INC | $55.82万 | 0.06% | 772 | 64 | 9.0% | $4.63万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $55.32万 | 0.06% | 18,796 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $55.13万 | 0.06% | 773 | -27 | -3.4% | -$1.93万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $53.87万 | 0.06% | 4,215 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $53.85万 | 0.06% | 9,915 | -200 | -2.0% | -$1.09万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $53.81万 | 0.06% | 9,959 | -250 | -2.4% | -$1.35万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $53.34万 | 0.06% | 6,945 | 100 | 1.5% | $7,680 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.31万 | 0.06% | 14,503 | 14 | 0.1% | $515 | 加仓 |
| BN | BROOKFIELD CORP | $51.75万 | 0.06% | 12,150 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $51.56万 | 0.06% | 22,474 | -400 | -1.7% | -$9,176 | 减仓 |
| IAU | ISHARES GOLD TR | $51.13万 | 0.06% | 6,771 | 7 | 0.1% | $529 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $49.29万 | 0.06% | 9,363 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.25万 | 0.06% | 686 | -36 | -5.0% | -$2.53万 | 减仓 |
| INTC | INTEL CORP | $48.24万 | 0.06% | 3,455 | 3,455 | — | $48.24万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $47.96万 | 0.06% | 1,948 | 17 | 0.9% | $4,186 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $47.55万 | 0.05% | 11,255 | 0 | 0.0% | — | 不变 |