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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,088.55万 | 6.61% | 200,502 | -1,317 | -0.7% | -$33.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,646.06万 | 4.73% | 1,188,417 | 13,343 | 1.1% | $40.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,019.14万 | 3.92% | 1,036,437 | 25,642 | 2.5% | $74.70万 | 加仓 |
| AMZN | AMAZON COM INC | $2,836.02万 | 3.68% | 136,170 | 920 | 0.7% | $19.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,482.77万 | 3.22% | 43,016 | 281 | 0.7% | $16.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,309.59万 | 3.00% | 132,431 | 1,157 | 0.9% | $20.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,095.65万 | 2.72% | 65,324 | 16,748 | 34.5% | $537.29万 | 加仓 |
| IVV | ISHARES TR | $2,007.52万 | 2.61% | 30,733 | 1,570 | 5.4% | $102.55万 | 加仓 |
| GOOGL | ALPHABET INC | $1,960.74万 | 2.55% | 68,185 | 236 | 0.3% | $6.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,906.82万 | 2.48% | 217,078 | 23,944 | 12.4% | $210.32万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,640.57万 | 2.13% | 76,285 | -3,884 | -4.8% | -$83.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,568.84万 | 2.04% | 42,382 | 1,125 | 2.7% | $41.64万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,517.01万 | 1.97% | 453,312 | 26,440 | 6.2% | $88.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,409.85万 | 1.83% | 21,679 | 761 | 3.6% | $49.49万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,365.86万 | 1.77% | 93,591 | -5,593 | -5.6% | -$81.62万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,349.72万 | 1.75% | 415,810 | 19,464 | 4.9% | $63.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,291.34万 | 1.68% | 49,303 | -2,584 | -5.0% | -$67.68万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $980.80万 | 1.27% | 104,075 | 25,271 | 32.1% | $238.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $926.79万 | 1.20% | 32,272 | -1,743 | -5.1% | -$50.06万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $872.30万 | 1.13% | 352,445 | 14,188 | 4.2% | $35.12万 | 加仓 |
| META | META PLATFORMS INC | $871.12万 | 1.13% | 15,226 | 144 | 1.0% | $8.24万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $831.23万 | 1.08% | 182,207 | 44,918 | 32.7% | $204.92万 | 加仓 |
| GOOG | ALPHABET INC | $808.70万 | 1.05% | 28,192 | 282 | 1.0% | $8.09万 | 加仓 |
| AVGO | BROADCOM INC | $766.71万 | 1.00% | 24,772 | 86 | 0.3% | $2.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $732.04万 | 0.95% | 12,251 | 880 | 7.7% | $52.58万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $706.52万 | 0.92% | 139,601 | 11,646 | 9.1% | $58.94万 | 加仓 |
| — | EXXON MOBIL CORP | $600.43万 | 0.78% | 35,390 | -103 | -0.3% | -$1.75万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $564.83万 | 0.73% | 29,430 | 105 | 0.4% | $2.02万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $560.12万 | 0.73% | 131,792 | -3,422 | -2.5% | -$14.54万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $540.16万 | 0.70% | 107,238 | 14,835 | 16.1% | $74.72万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $537.93万 | 0.70% | 157,704 | -3,730 | -2.3% | -$12.72万 | 减仓 |
| HD | HOME DEPOT INC | $525.01万 | 0.68% | 15,963 | -61 | -0.4% | -$2.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $514.98万 | 0.67% | 10,747 | -603 | -5.3% | -$28.89万 | 减仓 |
| V | VISA INC | $490.55万 | 0.64% | 16,230 | -86 | -0.5% | -$2.60万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $463.18万 | 0.60% | 237,161 | 28,667 | 13.7% | $55.99万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $439.63万 | 0.57% | 224,014 | 27,561 | 14.0% | $54.09万 | 加仓 |
| IJH | ISHARES TR | $434.99万 | 0.56% | 64,414 | -5,033 | -7.2% | -$33.99万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $430.76万 | 0.56% | 53,437 | 2,104 | 4.1% | $16.96万 | 加仓 |
| IWF | ISHARES TR | $423.86万 | 0.55% | 9,940 | 605 | 6.5% | $25.80万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $404.81万 | 0.53% | 48,920 | -573 | -1.2% | -$4.74万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $404.37万 | 0.53% | 98,964 | -243 | -0.2% | -$9,929 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $396.71万 | 0.52% | 79,152 | 15,288 | 23.9% | $76.62万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $390.36万 | 0.51% | 123,648 | 32,525 | 35.7% | $102.68万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $387.17万 | 0.50% | 154,250 | -9,128 | -5.6% | -$22.91万 | 减仓 |
| CVX | CHEVRON CORPORATION | $383.82万 | 0.50% | 18,551 | 795 | 4.5% | $16.45万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $380.16万 | 0.49% | 82,703 | -2,550 | -3.0% | -$11.72万 | 减仓 |
| LLY | ELI LILLY & CO | $367.89万 | 0.48% | 4,000 | 4 | 0.1% | $3,679 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $350.69万 | 0.46% | 70,491 | 13,193 | 23.0% | $65.63万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $348.80万 | 0.45% | 75,612 | 3,709 | 5.2% | $17.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $343.62万 | 0.45% | 11,681 | 17 | 0.1% | $5,001 | 加仓 |
| VXUS | VANGUARD STAR FDS | $337.98万 | 0.44% | 43,831 | 15,137 | 52.8% | $116.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $331.87万 | 0.43% | 6,642 | -172 | -2.5% | -$8.59万 | 减仓 |
| HDV | ISHARES TR | $327.50万 | 0.43% | 24,130 | -908 | -3.6% | -$12.32万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $320.37万 | 0.42% | 156,865 | 32,214 | 25.8% | $65.79万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $318.65万 | 0.41% | 42,122 | -3,310 | -7.3% | -$25.04万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $309.68万 | 0.40% | 71,835 | -1,250 | -1.7% | -$5.39万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $308.80万 | 0.40% | 77,589 | 775 | 1.0% | $3.08万 | 加仓 |
| GLD | SPDR GOLD TR | $299.76万 | 0.39% | 6,966 | -354 | -4.8% | -$15.23万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $292.19万 | 0.38% | 29,499 | -73 | -0.2% | -$7,231 | 减仓 |
| DLN | WISDOMTREE TR | $278.12万 | 0.36% | 31,134 | -92 | -0.3% | -$8,218 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $275.20万 | 0.36% | 77,326 | 4,392 | 6.0% | $15.63万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $271.47万 | 0.35% | 63,546 | -3,264 | -4.9% | -$13.94万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $269.74万 | 0.35% | 60,452 | 8,060 | 15.4% | $35.96万 | 加仓 |
| NFLX | NETFLIX INC. | $268.10万 | 0.35% | 27,884 | 1,773 | 6.8% | $17.05万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $265.10万 | 0.34% | 71,263 | 50,390 | 241.4% | $187.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $262.03万 | 0.34% | 28,211 | -1,102 | -3.8% | -$10.24万 | 减仓 |
| IJR | ISHARES TR | $255.97万 | 0.33% | 20,592 | -1,307 | -6.0% | -$16.25万 | 减仓 |
| ORCL | ORACLE CORP | $249.34万 | 0.32% | 16,949 | 961 | 6.0% | $14.14万 | 加仓 |
| CAT | CATERPILLAR INC | $249.17万 | 0.32% | 3,517 | 34 | 1.0% | $2.41万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $241.56万 | 0.31% | 28,449 | 1 | 0.0% | $85 | 加仓 |
| TSLA | TESLA INC | $236.43万 | 0.31% | 6,360 | -426 | -6.3% | -$15.84万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $226.61万 | 0.29% | 121,438 | 46,215 | 61.4% | $86.24万 | 加仓 |
| BAC | BANK AMERICA CORP | $219.67万 | 0.29% | 45,060 | 612 | 1.4% | $2.98万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $206.35万 | 0.27% | 66,651 | -12,458 | -15.7% | -$38.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $204.57万 | 0.27% | 8,369 | 21 | 0.3% | $5,133 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $203.00万 | 0.26% | 18,376 | -823 | -4.3% | -$9.09万 | 减仓 |
| WMT | WALMART INC | $198.43万 | 0.26% | 15,966 | 50 | 0.3% | $6,214 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $195.82万 | 0.25% | 13,222 | 1,536 | 13.1% | $22.75万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $195.58万 | 0.25% | 17,032 | 150 | 0.9% | $1.72万 | 加仓 |
| ABBV | ABBVIE INC | $192.75万 | 0.25% | 8,863 | -310 | -3.4% | -$6.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $191.04万 | 0.25% | 2,738 | -59 | -2.1% | -$4.12万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $189.57万 | 0.25% | 25,225 | 340 | 1.4% | $2.56万 | 加仓 |
| IVE | ISHARES TR | $185.60万 | 0.24% | 8,790 | 356 | 4.2% | $7.52万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $183.91万 | 0.24% | 31,155 | 2,650 | 9.3% | $15.64万 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FD | $181.69万 | 0.24% | 29,172 | 20,330 | 229.9% | $126.62万 | 加仓 |
| DVY | ISHARES TR | $176.42万 | 0.23% | 11,652 | 269 | 2.4% | $4.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $167.53万 | 0.22% | 27,347 | 277 | 1.0% | $1.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $164.78万 | 0.21% | 1,654 | 47 | 2.9% | $4.68万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $162.77万 | 0.21% | 6,850 | 480 | 7.5% | $11.41万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $153.48万 | 0.20% | 52,779 | -5,088 | -8.8% | -$14.80万 | 减仓 |
| DIS | DISNEY WALT CO | $152.46万 | 0.20% | 15,819 | -655 | -4.0% | -$6.31万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $146.90万 | 0.19% | 31,203 | 8,109 | 35.1% | $38.18万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.19% | 2 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $143.57万 | 0.19% | 18,554 | 2,109 | 12.8% | $16.32万 | 加仓 |
| DGRO | ISHARES TR | $143.47万 | 0.19% | 20,443 | 22 | 0.1% | $1,544 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $141.36万 | 0.18% | 2,339 | 40 | 1.7% | $2.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $141.26万 | 0.18% | 3,234 | -854 | -20.9% | -$37.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $140.31万 | 0.18% | 8,752 | 431 | 5.2% | $6.91万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $139.79万 | 0.18% | 18,323 | 580 | 3.3% | $4.42万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $139.67万 | 0.18% | 38,841 | 38,841 | — | $139.67万 | 新建仓 |