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 |
|---|---|---|---|---|---|---|---|---|
| RSPH | INVESCO EXCHANGE TRADED FD T | $47.27万 | 0.05% | 14,241 | -245 | -1.7% | -$8,131 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.13万 | 0.05% | 20,532 | -21 | -0.1% | -$482 | 减仓 |
| MPC | MARATHON PETE CORP | $46.60万 | 0.05% | 1,823 | 11 | 0.6% | $2,812 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $45.41万 | 0.05% | 11,770 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $45.41万 | 0.05% | 14,600 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $45.22万 | 0.05% | 4,099 | 321 | 8.5% | $3.54万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $45.00万 | 0.05% | 2,429 | 1 | 0.0% | $185 | 加仓 |
| OSEA | HARBOR ETF TRUST | $44.53万 | 0.05% | 14,580 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $44.15万 | 0.05% | 3,488 | 39 | 1.1% | $4,937 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.66万 | 0.05% | 8,082 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $43.44万 | 0.05% | 3,692 | 144 | 4.1% | $1.69万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $43.33万 | 0.05% | 8,145 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $43.19万 | 0.05% | 2,722 | 2 | 0.1% | $317 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $43.07万 | 0.05% | 13,517 | 125 | 0.9% | $3,983 | 加仓 |
| RONB | BARON ETF TR | $42.85万 | 0.05% | 17,560 | 17,560 | — | $42.85万 | 新建仓 |
| HON | HONEYWELL INTL INC | $42.21万 | 0.05% | 1,885 | -2,130 | -53.1% | -$47.69万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $41.74万 | 0.05% | 1,888 | 1,888 | — | $41.74万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $41.51万 | 0.05% | 8,572 | 1,750 | 25.7% | $8.48万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $41.39万 | 0.05% | 648 | 648 | — | $41.39万 | 新建仓 |
| LIN | LINDE PLC | $41.30万 | 0.05% | 796 | 55 | 7.4% | $2.85万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $40.56万 | 0.05% | 3,773 | 78 | 2.1% | $8,384 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.29万 | 0.05% | 7,531 | 1 | 0.0% | $54 | 加仓 |
| ITOT | ISHARES TR | $39.98万 | 0.05% | 2,434 | 67 | 2.8% | $1.10万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $39.95万 | 0.05% | 8,355 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $39.72万 | 0.05% | 2,713 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $39.65万 | 0.05% | 1,610 | -73 | -4.3% | -$1.80万 | 减仓 |
| LOW | LOWES COS INC | $39.51万 | 0.05% | 1,792 | 26 | 1.5% | $5,733 | 加仓 |
| IJJ | ISHARES TR | $39.47万 | 0.05% | 2,672 | -25 | -0.9% | -$3,693 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $39.15万 | 0.05% | 6,650 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $38.41万 | 0.04% | 10,566 | 102 | 1.0% | $3,708 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.39万 | 0.04% | 11,533 | 11,533 | — | $38.39万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $37.89万 | 0.04% | 4,176 | -11 | -0.3% | -$998 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $37.73万 | 0.04% | 5,063 | -37 | -0.7% | -$2,758 | 减仓 |
| ACLC | AMERICAN CENTY ETF TR | $37.60万 | 0.04% | 4,471 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $37.51万 | 0.04% | 2,100 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $37.10万 | 0.04% | 7,861 | -109 | -1.4% | -$5,145 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $36.97万 | 0.04% | 1,366 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $35.41万 | 0.04% | 1,047 | -17 | -1.6% | -$5,750 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $35.19万 | 0.04% | 1,066 | -2 | -0.2% | -$660 | 减仓 |
| TQQQ | PROSHARES TR | $34.70万 | 0.04% | 4,284 | -950 | -18.2% | -$7.70万 | 减仓 |
| TLH | ISHARES TR | $34.55万 | 0.04% | 3,443 | 3,443 | — | $34.55万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $34.37万 | 0.04% | 2,377 | 36 | 1.5% | $5,206 | 加仓 |
| CRWV | COREWEAVE INC | $33.95万 | 0.04% | 3,411 | 335 | 10.9% | $3.33万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $33.74万 | 0.04% | 8,170 | 2,345 | 40.3% | $9.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.23万 | 0.04% | 938 | -3 | -0.3% | -$1,063 | 减仓 |
| VDE | VANGUARD WORLD FD | $33.16万 | 0.04% | 2,209 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $32.99万 | 0.04% | 6,154 | -245 | -3.8% | -$1.31万 | 减仓 |
| COWZ | PACER FDS TR | $32.90万 | 0.04% | 5,290 | 90 | 1.7% | $5,598 | 加仓 |
| IEMG | ISHARES INC | $32.49万 | 0.04% | 3,922 | 9 | 0.2% | $746 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $31.57万 | 0.04% | 4,505 | 32 | 0.7% | $2,242 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $31.49万 | 0.04% | 12,500 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $31.23万 | 0.04% | 13,977 | -225 | -1.6% | -$5,028 | 减仓 |
| DSI | ISHARES TR | $31.23万 | 0.04% | 2,193 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $31.22万 | 0.04% | 3,439 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $30.33万 | 0.03% | 964 | 10 | 1.0% | $3,146 | 加仓 |
| FDX | FEDEX CORP | $30.29万 | 0.03% | 967 | 9 | 0.9% | $2,819 | 加仓 |
| BLK | BLACKROCK INC | $29.90万 | 0.03% | 311 | 3 | 1.0% | $2,885 | 加仓 |
| EXC | EXELON CORP | $29.41万 | 0.03% | 6,308 | 146 | 2.4% | $6,806 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $29.33万 | 0.03% | 6,025 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $29.18万 | 0.03% | 3,895 | -410 | -9.5% | -$3.07万 | 减仓 |
| C | CITIGROUP INC | $28.83万 | 0.03% | 2,060 | 170 | 9.0% | $2.38万 | 加仓 |
| MS | MORGAN STANLEY | $28.67万 | 0.03% | 1,371 | 111 | 8.8% | $2.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.47万 | 0.03% | 7,620 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $28.31万 | 0.03% | 2,210 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $27.95万 | 0.03% | 3,605 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $27.62万 | 0.03% | 19,873 | -782 | -3.8% | -$1.09万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $27.50万 | 0.03% | 5,846 | 5,846 | — | $27.50万 | 新建仓 |
| PSX | PHILLIPS 66 | $27.35万 | 0.03% | 1,618 | 42 | 2.7% | $7,100 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $27.26万 | 0.03% | 3,554 | 24 | 0.7% | $1,841 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $27.17万 | 0.03% | 8,180 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $27.00万 | 0.03% | 2,926 | 71 | 2.5% | $6,551 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.73万 | 0.03% | 1,954 | 275 | 16.4% | $3.76万 | 加仓 |
| EFG | ISHARES TR | $26.44万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $26.19万 | 0.03% | 957 | 122 | 14.6% | $3.34万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $26.01万 | 0.03% | 873 | 873 | — | $26.01万 | 新建仓 |
| IXN | ISHARES TR | $26.01万 | 0.03% | 1,800 | 1,800 | — | $26.01万 | 新建仓 |
| SBUX | STARBUCKS CORP | $25.91万 | 0.03% | 2,535 | 7 | 0.3% | $715 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $25.72万 | 0.03% | 8,700 | -125 | -1.4% | -$3,695 | 减仓 |
| IWV | ISHARES TR | $25.58万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $25.55万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $25.52万 | 0.03% | 833 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $25.07万 | 0.03% | 6,784 | -600 | -8.1% | -$2.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.06万 | 0.03% | 7,900 | 7,900 | — | $25.06万 | 新建仓 |
| EFA | ISHARES TR | $24.94万 | 0.03% | 2,401 | 78 | 3.4% | $8,103 | 加仓 |
| T | AT&T INC | $24.90万 | 0.03% | 12,027 | 396 | 3.4% | $8,197 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.35万 | 0.03% | 3,081 | 150 | 5.1% | $1.19万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $24.00万 | 0.03% | 8,400 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.53万 | 0.03% | 543 | 543 | — | $23.53万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.28万 | 0.03% | 474 | 7 | 1.5% | $3,438 | 加仓 |
| TFI | SPDR SERIES TRUST | $23.00万 | 0.03% | 5,021 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.95万 | 0.03% | 5,420 | 25 | 0.5% | $1,059 | 加仓 |
| SHOP | SHOPIFY INC | $22.89万 | 0.03% | 2,005 | 100 | 5.2% | $1.14万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.56万 | 0.03% | 6,221 | -10 | -0.2% | -$363 | 减仓 |
| SOXX | ISHARES TR | $22.49万 | 0.03% | 351 | 351 | — | $22.49万 | 新建仓 |
| EMR | EMERSON ELEC CO | $22.25万 | 0.03% | 1,554 | 1,554 | — | $22.25万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $22.24万 | 0.03% | 13,575 | 13,575 | — | $22.24万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $22.22万 | 0.03% | 20,590 | 68 | 0.3% | $734 | 加仓 |
| — | ISHARES TR | $22.20万 | 0.03% | 9,240 | 21 | 0.2% | $505 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.01万 | 0.03% | 7,000 | 7,000 | — | $22.01万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $21.99万 | 0.03% | 2,053 | 0 | 0.0% | — | 不变 |