CRUX WEALTH ADVISORS
LONG BEACH CA · SEC CIK 0002054270
$2.89亿2026Q2 申报市值
192持仓数
29.1%前十大占比 · 第一大 4.7%
15 / 8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
VTEC 新建仓+$93.30万
ICE 加仓+$81.07万
SPGI 新建仓+$80.58万
NFLX 新建仓+$80.57万
AJG 新建仓+$66.37万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$145.82万
SBUX 清仓-$101.46万
SNY 清仓-$92.48万
BAC 重新持有-$84.29万
QCOM 减仓-$59.61万
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -11,325 | -100.0% | -$101.46万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -19,194 | -100.0% | -$92.48万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$22.89万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,103 | -100.0% | -$22.82万 | 清仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,105 | -100.0% | -$21.71万 | 清仓 |
| NOW | SERVICENOW INC 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$15.68万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$10.46万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -10,574 | -100.0% | -$5.32万 | 清仓 |
| ARDX | ARDELYX INC | $20.07万 | 0.07% | 39,348 | 3,536 | 9.9% | $1.80万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $20.08万 | 0.07% | 10,259 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $20.12万 | 0.07% | 4,547 | -400 | -8.1% | -$1.77万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $20.51万 | 0.07% | 677 | 677 | — | $20.51万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $20.56万 | 0.07% | 7,032 | -51 | -0.7% | -$1,491 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $20.96万 | 0.07% | 5,073 | 138 | 2.8% | $5,702 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.83万 | 0.08% | 7,195 | 7,195 | — | $21.83万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.93万 | 0.08% | 3,850 | -14,794 | -79.3% | -$84.29万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $21.96万 | 0.08% | 235 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $22.11万 | 0.08% | 787 | 787 | — | $22.11万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.17万 | 0.08% | 7,135 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $22.24万 | 0.08% | 734 | -55 | -7.0% | -$1.67万 | 重新持有 |
| AZO | AUTOZONE INC | $22.37万 | 0.08% | 70 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $22.88万 | 0.08% | 1,384 | 1,384 | — | $22.88万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $23.31万 | 0.08% | 11,663 | 26 | 0.2% | $520 | 加仓 |
| DON | WISDOMTREE TR | $23.43万 | 0.08% | 4,145 | -434 | -9.5% | -$2.45万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $23.63万 | 0.08% | 4,408 | 16 | 0.4% | $858 | 加仓 |
| SHLD | GLOBAL X FDS | $24.10万 | 0.08% | 4,035 | 4,035 | — | $24.10万 | 新建仓 |
| IWP | ISHARES TR | $24.81万 | 0.09% | 1,695 | 2 | 0.1% | $293 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.96万 | 0.09% | 4,936 | 4,936 | — | $24.96万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $24.99万 | 0.09% | 4,984 | 4,984 | — | $24.99万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $25.52万 | 0.09% | 1,239 | -47 | -3.7% | -$9,682 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.59万 | 0.09% | 517 | 517 | — | $25.59万 | 新建仓 |
| USMV | ISHARES TR | $25.66万 | 0.09% | 2,660 | 9 | 0.3% | $868 | 加仓 |
| MCD | MCDONALDS CORP | $26.15万 | 0.09% | 968 | 7 | 0.7% | $1,891 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.46万 | 0.09% | 1,214 | 6 | 0.5% | $1,308 | 加仓 |
| CSCO | CISCO SYS INC | $26.90万 | 0.09% | 2,290 | 2,290 | — | $26.90万 | 新建仓 |
| IEFA | ISHARES TR | $26.98万 | 0.09% | 2,794 | 45 | 1.6% | $4,346 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.02万 | 0.09% | 6,381 | -102 | -1.6% | -$4,318 | 减仓 |
| UNP | UNION PAC CORP | $27.13万 | 0.09% | 998 | 5 | 0.5% | $1,359 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.30万 | 0.09% | 8,784 | 823 | 10.3% | $2.56万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.38万 | 0.09% | 3,047 | 145 | 5.0% | $1.30万 | 重新持有 |
| — | GLOBAL X FDS | $28.71万 | 0.10% | 7,627 | -174 | -2.2% | -$6,550 | 减仓 |
| CME | CME GROUP INC | $29.34万 | 0.10% | 1,329 | 6 | 0.5% | $1,325 | 加仓 |
| VEEV | VEEVA SYS INC | $29.38万 | 0.10% | 1,655 | -68 | -3.9% | -$1.21万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $30.02万 | 0.10% | 6,971 | -120 | -1.7% | -$5,167 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $30.86万 | 0.11% | 6,364 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $30.91万 | 0.11% | 6,210 | 6,210 | — | $30.91万 | 新建仓 |
| SMH | VANECK ETF TRUST | $31.08万 | 0.11% | 474 | -50 | -9.5% | -$3.28万 | 减仓 |
| EES | WISDOMTREE TR | $31.21万 | 0.11% | 4,604 | -149 | -3.1% | -$1.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.23万 | 0.11% | 309 | 1 | 0.3% | $1,011 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.85万 | 0.11% | 5,336 | -107 | -2.0% | -$6,386 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.88万 | 0.11% | 9,169 | 1,975 | 27.5% | $7.08万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $33.18万 | 0.12% | 2,268 | -49 | -2.1% | -$7,170 | 减仓 |
| TJX | TJX COS INC NEW | $33.62万 | 0.12% | 2,219 | 7 | 0.3% | $1,061 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $33.75万 | 0.12% | 2,310 | -5 | -0.2% | -$730 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.81万 | 0.12% | 813 | -7 | -0.9% | -$2,911 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.12% | 6,005 | 133 | 2.3% | $7,512 | 加仓 |
| QCOM | QUALCOMM INC | $34.70万 | 0.12% | 1,878 | -3,226 | -63.2% | -$59.61万 | 减仓 |
| ADBE | ADOBE INC | $37.06万 | 0.13% | 1,808 | -91 | -4.8% | -$1.87万 | 减仓 |
| ECL | ECOLAB INC | $37.42万 | 0.13% | 1,343 | -41 | -3.0% | -$1.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $37.77万 | 0.13% | 4,298 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $37.96万 | 0.13% | 1,387 | 2 | 0.1% | $547 | 加仓 |
| IUSG | ISHARES TR | $38.07万 | 0.13% | 2,024 | 2 | 0.1% | $376 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.23万 | 0.13% | 1,505 | -63 | -4.0% | -$1.60万 | 减仓 |
| DDWM | WISDOMTREE TR | $39.32万 | 0.14% | 8,514 | 48 | 0.6% | $2,217 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $40.14万 | 0.14% | 5,562 | -450 | -7.5% | -$3.25万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $40.50万 | 0.14% | 8,019 | -2,517 | -23.9% | -$12.71万 | 减仓 |
| DE | DEERE & CO | $41.49万 | 0.14% | 654 | 2 | 0.3% | $1,269 | 加仓 |
| PEP | PEPSICO INC | $42.46万 | 0.15% | 3,136 | -115 | -3.5% | -$1.56万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $42.95万 | 0.15% | 6,843 | 637 | 10.3% | $4.00万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $43.24万 | 0.15% | 8,709 | 8,709 | — | $43.24万 | 新建仓 |
| — | DBX ETF TR | $43.95万 | 0.15% | 17,365 | -780 | -4.3% | -$1.97万 | 减仓 |
| HD | HOME DEPOT INC | $44.35万 | 0.15% | 1,257 | -27 | -2.1% | -$9,526 | 减仓 |
| DXCM | DEXCOM INC | $44.42万 | 0.15% | 6,596 | -404 | -5.8% | -$2.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.77万 | 0.16% | 893 | -117 | -11.6% | -$5.87万 | 减仓 |
| CB | CHUBB LIMITED | $46.80万 | 0.16% | 1,374 | 2 | 0.1% | $681 | 加仓 |
| IVW | ISHARES TR | $46.81万 | 0.16% | 3,404 | -74 | -2.1% | -$1.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.89万 | 0.16% | 955 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $47.59万 | 0.16% | 2,448 | -104 | -4.1% | -$2.02万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $49.23万 | 0.17% | 2,074 | 81 | 4.1% | $1.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $49.70万 | 0.17% | 2,609 | 4 | 0.2% | $762 | 加仓 |
| MRK | MERCK & CO INC | $50.47万 | 0.17% | 3,927 | -129 | -3.2% | -$1.66万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $51.61万 | 0.18% | 13,075 | 23 | 0.2% | $908 | 加仓 |
| IJR | ISHARES TR | $52.48万 | 0.18% | 3,538 | 10 | 0.3% | $1,483 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $53.91万 | 0.19% | 9,025 | 3,510 | 63.6% | $20.96万 | 加仓 |
| HEDJ | WISDOMTREE TR | $54.25万 | 0.19% | 9,517 | 4,497 | 89.6% | $25.63万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $54.51万 | 0.19% | 4,148 | -83 | -2.0% | -$1.09万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.18万 | 0.19% | 1,353 | -56 | -4.0% | -$2.33万 | 减仓 |
| COR | CENCORA INC | $57.65万 | 0.20% | 2,037 | -79 | -3.7% | -$2.24万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $58.31万 | 0.20% | 6,244 | -290 | -4.4% | -$2.71万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $59.13万 | 0.20% | 4,752 | 2,159 | 83.3% | $26.87万 | 加仓 |
| DBEF | DBX ETF TR | $59.21万 | 0.21% | 10,839 | 4,402 | 68.4% | $24.05万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $60.32万 | 0.21% | 17,808 | 2,260 | 14.5% | $7.65万 | 加仓 |
| RTX | RTX CORPORATION | $61.68万 | 0.21% | 3,251 | -83 | -2.5% | -$1.57万 | 减仓 |
| AMRZ | AMRIZE LTD | $62.19万 | 0.22% | 11,668 | -194 | -1.6% | -$1.03万 | 减仓 |
| CRM | SALESFORCE INC | $64.07万 | 0.22% | 4,090 | -96 | -2.3% | -$1.50万 | 减仓 |
| BKMC | BNY MELLON ETF TRUST | $64.15万 | 0.22% | 5,177 | -151 | -2.8% | -$1.87万 | 减仓 |
| WMT | WALMART INC | $64.72万 | 0.22% | 5,714 | -5 | -0.1% | -$566 | 减仓 |
| MAS | MASCO CORP | $65.34万 | 0.23% | 8,030 | -390 | -4.6% | -$3.17万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $66.37万 | 0.23% | 2,891 | 2,891 | — | $66.37万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $67.21万 | 0.23% | 10,460 | 6,053 | 137.3% | $38.89万 | 加仓 |