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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $42.66万 | 0.06% | 8,082 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $42.21万 | 0.05% | 14,580 | -1,217 | -7.7% | -$3.52万 | 减仓 |
| LOW | LOWES COS INC | $41.73万 | 0.05% | 1,766 | 9 | 0.5% | $2,127 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $41.68万 | 0.05% | 11,770 | -765 | -6.1% | -$2.71万 | 减仓 |
| BX | BLACKSTONE INC | $40.80万 | 0.05% | 3,548 | 778 | 28.1% | $8.95万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $40.66万 | 0.05% | 14,600 | 33 | 0.2% | $919 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.49万 | 0.05% | 7,530 | 7,530 | — | $40.49万 | 新建仓 |
| PPL | PPL CORP | $39.97万 | 0.05% | 10,464 | 71 | 0.7% | $2,712 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $39.88万 | 0.05% | 2,720 | -212 | -7.2% | -$3.11万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $39.74万 | 0.05% | 1,931 | 45 | 2.4% | $9,261 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $39.27万 | 0.05% | 2,428 | 2 | 0.1% | $323 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $39.10万 | 0.05% | 8,145 | -275 | -3.3% | -$1.32万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $38.38万 | 0.05% | 5,100 | 67 | 1.3% | $5,042 | 加仓 |
| QLD | PROSHARES TR | $38.36万 | 0.05% | 6,289 | 575 | 10.1% | $3.51万 | 加仓 |
| VDE | VANGUARD WORLD FD | $38.22万 | 0.05% | 2,209 | -8 | -0.4% | -$1,384 | 减仓 |
| LIN | LINDE PLC | $36.75万 | 0.05% | 741 | 14 | 1.9% | $6,943 | 加仓 |
| IWR | ISHARES TR | $36.74万 | 0.05% | 3,778 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $36.35万 | 0.05% | 3,695 | -49 | -1.3% | -$4,820 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $35.95万 | 0.05% | 8,355 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $35.74万 | 0.05% | 2,697 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $35.46万 | 0.05% | 6,650 | -1,800 | -21.3% | -$9.60万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.03万 | 0.05% | 1,683 | -43 | -2.5% | -$8,950 | 减仓 |
| IWP | ISHARES TR | $34.76万 | 0.05% | 2,713 | 265 | 10.8% | $3.40万 | 加仓 |
| BP | BP PLC | $34.70万 | 0.05% | 7,384 | -250 | -3.3% | -$1.18万 | 减仓 |
| FDX | FEDEX CORP | $34.13万 | 0.04% | 958 | -21 | -2.1% | -$7,482 | 减仓 |
| T | AT&T INC | $33.72万 | 0.04% | 11,631 | 11,631 | — | $33.72万 | 新建仓 |
| ITOT | ISHARES TR | $33.71万 | 0.04% | 2,367 | -9 | -0.4% | -$1,282 | 减仓 |
| SHEL | SHELL PLC | $33.53万 | 0.04% | 3,605 | 0 | 0.0% | — | 不变 |
| ACLC | AMERICAN CENTY ETF TR | $32.96万 | 0.04% | 4,471 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $32.78万 | 0.04% | 6,822 | 6,822 | — | $32.78万 | 新建仓 |
| COWZ | PACER FDS TR | $32.53万 | 0.04% | 5,200 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $32.30万 | 0.04% | 941 | -21 | -2.2% | -$7,208 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.18万 | 0.04% | 1,064 | -20 | -1.8% | -$6,050 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $32.03万 | 0.04% | 7,970 | 1,815 | 29.5% | $7.29万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $31.87万 | 0.04% | 3,937 | 81 | 2.1% | $6,557 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $31.76万 | 0.04% | 14,202 | 4,111 | 40.7% | $9.19万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $31.59万 | 0.04% | 6,399 | 13 | 0.2% | $642 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $31.49万 | 0.04% | 4,305 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $31.15万 | 0.04% | 1,068 | 38 | 3.7% | $1.11万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $31.07万 | 0.04% | 12,500 | -1,000 | -7.4% | -$2.49万 | 减仓 |
| IJT | ISHARES TR | $30.39万 | 0.04% | 2,100 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $30.20万 | 0.04% | 6,162 | -18 | -0.3% | -$882 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $30.02万 | 0.04% | 8,825 | -500 | -5.4% | -$1.70万 | 减仓 |
| BLK | BLACKROCK INC | $29.62万 | 0.04% | 308 | -51 | -14.2% | -$4.90万 | 减仓 |
| PSX | PHILLIPS 66 | $28.71万 | 0.04% | 1,576 | 73 | 4.9% | $1.33万 | 重新持有 |
| BJUN | INNOVATOR ETFS TRUST | $27.87万 | 0.04% | 6,025 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $27.77万 | 0.04% | 2,341 | 134 | 6.1% | $1.59万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.49万 | 0.04% | 403 | 12 | 3.1% | $8,187 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $27.38万 | 0.04% | 954 | -4 | -0.4% | -$1,148 | 减仓 |
| IEMG | ISHARES INC | $27.29万 | 0.04% | 3,913 | 784 | 25.1% | $5.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $27.24万 | 0.04% | 3,530 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $27.19万 | 0.04% | 3,439 | -1 | -0.0% | -$79 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.08万 | 0.04% | 5,395 | -916 | -14.5% | -$4.60万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $26.83万 | 0.03% | 2,855 | -91 | -3.1% | -$8,552 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $26.82万 | 0.03% | 4,473 | -4 | -0.1% | -$240 | 减仓 |
| DSI | ISHARES TR | $26.58万 | 0.03% | 2,193 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.56万 | 0.03% | 6,785 | -910 | -11.8% | -$3.56万 | 减仓 |
| SO | SOUTHERN CO | $26.12万 | 0.03% | 2,706 | -27 | -1.0% | -$2,606 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $25.91万 | 0.03% | 8,180 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.85万 | 0.03% | 7,620 | -2,500 | -24.7% | -$8.48万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $25.26万 | 0.03% | 1,366 | 135 | 11.0% | $2.50万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $24.57万 | 0.03% | 2,210 | -200 | -8.3% | -$2.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $24.20万 | 0.03% | 708 | 708 | — | $24.20万 | 新建仓 |
| F | FORD MTR CO | $23.84万 | 0.03% | 20,655 | 2,328 | 12.7% | $2.69万 | 加仓 |
| CRWV | COREWEAVE INC | $23.83万 | 0.03% | 3,076 | 15 | 0.5% | $1,162 | 加仓 |
| EFG | ISHARES TR | $23.67万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.46万 | 0.03% | 8,355 | 228 | 2.8% | $6,402 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $23.27万 | 0.03% | 5,825 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.23万 | 0.03% | 2,931 | -1,868 | -38.9% | -$14.81万 | 减仓 |
| TFI | SPDR SERIES TRUST | $22.77万 | 0.03% | 5,021 | -224 | -4.3% | -$1.02万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $22.76万 | 0.03% | 2,053 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.65万 | 0.03% | 2,528 | 47 | 1.9% | $4,211 | 加仓 |
| SHOP | SHOPIFY INC | $22.60万 | 0.03% | 1,905 | 77 | 4.2% | $9,134 | 加仓 |
| EFA | ISHARES TR | $22.56万 | 0.03% | 2,323 | -257 | -10.0% | -$2.50万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $22.45万 | 0.03% | 8,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.29万 | 0.03% | 9,219 | 9,219 | — | $22.29万 | 新建仓 |
| IWV | ISHARES TR | $22.24万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $22.01万 | 0.03% | 1,679 | 1,679 | — | $22.01万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $21.89万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $21.82万 | 0.03% | 5,234 | 700 | 15.4% | $2.92万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $21.44万 | 0.03% | 833 | 9 | 1.1% | $2,317 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $21.43万 | 0.03% | 12,556 | -498 | -3.8% | -$8,501 | 减仓 |
| C | CITIGROUP INC | $21.43万 | 0.03% | 1,890 | -68 | -3.5% | -$7,711 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.27万 | 0.03% | 123 | 3 | 2.5% | $5,187 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $21.14万 | 0.03% | 20,522 | 70 | 0.3% | $721 | 加仓 |
| CRM | SALESFORCE INC | $20.83万 | 0.03% | 1,116 | -21 | -1.8% | -$3,920 | 减仓 |
| MS | MORGAN STANLEY | $20.74万 | 0.03% | 1,260 | -56 | -4.3% | -$9,218 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.53万 | 0.03% | 6,231 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.06万 | 0.03% | 9,500 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.00万 | 0.03% | 6,966 | -1,260 | -15.3% | -$3.62万 | 重新持有 |
| WFC | WELLS FARGO & CO | $19.47万 | 0.03% | 2,446 | -2,154 | -46.8% | -$17.15万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $19.46万 | 0.03% | 467 | 467 | — | $19.46万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $6.67万 | 0.01% | 17,782 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $4.57万 | 0.01% | 12,903 | 12,903 | — | $4.57万 | 新建仓 |
| CABA | CABALETTA BIO INC | $4.04万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $9,809 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,406 | -100.0% | -$32.48万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -9,415 | -100.0% | -$27.88万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,083 | -100.0% | -$24.49万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -683 | -100.0% | -$23.90万 | 清仓 |