Crane Advisory, LLC
FULLERTON CA · SEC CIK 0001951283
$6.68亿2026Q1 申报市值
52持仓数
87.1%前十大占比 · 第一大 16.7%
2 / 2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
VUG 加仓+$423.06万
IDEV 加仓+$199.41万
JPST 加仓+$115.43万
IEMG 加仓+$83.28万
SPTS 加仓+$29.18万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$280.37万
VOO 减仓-$94.02万
VB 减仓-$62.20万
SGOV 减仓-$28.74万
TJX 清仓-$25.14万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.11亿 | 16.66% | 172,623 | -1,458 | -0.8% | -$94.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $8,941.00万 | 13.38% | 183,782 | 8,696 | 5.0% | $423.06万 | 加仓 |
| PULS | PGIM ETF TR | $7,629.22万 | 11.42% | 1,537,220 | 4,917 | 0.3% | $24.40万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $6,954.08万 | 10.41% | 2,791,682 | 8,465 | 0.3% | $21.09万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,036.54万 | 9.04% | 1,194,881 | 22,848 | 1.9% | $115.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,073.82万 | 7.59% | 250,460 | -13,840 | -5.2% | -$280.37万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,637.42万 | 6.94% | 1,010,771 | 1,242 | 0.1% | $5.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,095.95万 | 4.63% | 137,671 | -433 | -0.3% | -$9.74万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $2,880.38万 | 4.31% | 988,122 | 10,010 | 1.0% | $29.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,782.79万 | 2.67% | 63,769 | -2,225 | -3.4% | -$62.20万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,759.14万 | 2.63% | 58,103 | -238 | -0.4% | -$7.21万 | 减仓 |
| IDEV | ISHARES TR | $1,585.59万 | 2.37% | 178,638 | 22,466 | 14.4% | $199.41万 | 加仓 |
| AAPL | APPLE INC | $1,236.96万 | 1.85% | 46,961 | -54 | -0.1% | -$1.42万 | 减仓 |
| IEMG | ISHARES INC | $783.29万 | 1.17% | 102,203 | 10,866 | 11.9% | $83.28万 | 加仓 |
| GOOG | ALPHABET INC | $544.83万 | 0.82% | 16,373 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $219.20万 | 0.33% | 9,346 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $197.58万 | 0.30% | 19,654 | -2,859 | -12.7% | -$28.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $189.19万 | 0.28% | 9,538 | -372 | -3.8% | -$7.38万 | 减仓 |
| META | META PLATFORMS INC | $166.88万 | 0.25% | 2,466 | -10 | -0.4% | -$6,767 | 减仓 |
| GOOGL | ALPHABET INC | $161.71万 | 0.24% | 4,812 | -73 | -1.5% | -$2.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $159.79万 | 0.24% | 3,802 | -305 | -7.4% | -$12.82万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $157.12万 | 0.24% | 31,040 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $140.73万 | 0.21% | 5,636 | 105 | 1.9% | $2.62万 | 加仓 |
| IQLT | ISHARES TR | $124.84万 | 0.19% | 25,472 | 132 | 0.5% | $6,469 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $110.19万 | 0.16% | 3,468 | -3 | -0.1% | -$953 | 减仓 |
| MGV | VANGUARD WORLD FD | $106.47万 | 0.16% | 7,126 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $92.77万 | 0.14% | 2,108 | -21 | -1.0% | -$9,242 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.59万 | 0.09% | 1,722 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $59.06万 | 0.09% | 9,137 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $56.87万 | 0.09% | 736 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $54.82万 | 0.08% | 7,656 | 69 | 0.9% | $4,940 | 加仓 |
| AON | AON PLC | $54.69万 | 0.08% | 1,631 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.69万 | 0.07% | 2,588 | -206 | -7.4% | -$3.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.89万 | 0.07% | 1,416 | 40 | 2.9% | $1.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $42.20万 | 0.06% | 2,213 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.10万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $42.05万 | 0.06% | 8,345 | 171 | 2.1% | $8,617 | 加仓 |
| — | EXXON MOBIL CORP | $37.64万 | 0.06% | 2,477 | -69 | -2.7% | -$1.05万 | 减仓 |
| BA | BOEING CO | $37.25万 | 0.06% | 1,702 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $33.45万 | 0.05% | 6,244 | 1,578 | 33.8% | $8.45万 | 加仓 |
| DIS | DISNEY WALT CO | $32.54万 | 0.05% | 3,132 | -24 | -0.8% | -$2,494 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $32.22万 | 0.05% | 5,384 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $31.45万 | 0.05% | 2,069 | 3 | 0.1% | $456 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $29.52万 | 0.04% | 11,539 | 570 | 5.2% | $1.46万 | 加仓 |
| HSY | HERSHEY CO | $26.31万 | 0.04% | 1,375 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.92万 | 0.04% | 993 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $23.95万 | 0.04% | 2,374 | 2,374 | — | $23.95万 | 新建仓 |
| SHV | ISHARES TR | $23.64万 | 0.04% | 2,144 | -966 | -31.1% | -$10.65万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $23.23万 | 0.03% | 3,540 | 317 | 9.8% | $2.08万 | 加仓 |
| MRK | MERCK & CO INC | $21.57万 | 0.03% | 1,868 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $20.01万 | 0.03% | 13,705 | 0 | 0.0% | — | 不变 |
| — | ATLAS CRITICAL MINERALS CORP | $5.47万 | 0.01% | 10,806 | 10,806 | — | $5.47万 | 新建仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,600 | -100.0% | -$25.14万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -497 | -100.0% | -$22.31万 | 清仓 |