CRUX WEALTH ADVISORS
LONG BEACH CA · SEC CIK 0002054270
$2.61亿2026Q1 申报市值
181持仓数
28.7%前十大占比 · 第一大 5.2%
15 / 7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
CRCL 加仓+$203.60万
AON 新建仓+$78.08万
AMRZ 新建仓+$66.45万
ICE 加仓+$61.31万
ACN 新建仓+$51.42万
2026Q1 卖出最多 按季末市值估算
KMX 清仓-$97.32万
DEO 清仓-$66.18万
EBAY 清仓-$62.93万
GOOGL 减仓-$51.62万
WFC 减仓-$43.12万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $73.46万 | 0.28% | 1,273 | 54 | 4.4% | $3.12万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $75.00万 | 0.29% | 10,660 | 289 | 2.8% | $2.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $77.00万 | 0.30% | 4,178 | 22 | 0.5% | $4,054 | 加仓 |
| AON | AON PLC | $78.08万 | 0.30% | 2,419 | 2,419 | — | $78.08万 | 新建仓 |
| CRM | SALESFORCE INC | $78.14万 | 0.30% | 4,186 | -87 | -2.0% | -$1.62万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.55万 | 0.30% | 30,635 | 88 | 0.3% | $2,256 | 加仓 |
| ETN | EATON CORP PLC | $81.05万 | 0.31% | 2,266 | -62 | -2.7% | -$2.22万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $81.75万 | 0.31% | 5,198 | 3,898 | 299.8% | $61.31万 | 加仓 |
| AGG | ISHARES TR | $82.73万 | 0.32% | 8,333 | -518 | -5.9% | -$5.14万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $83.27万 | 0.32% | 4,046 | -533 | -11.6% | -$10.97万 | 减仓 |
| GLD | SPDR GOLD TR | $88.12万 | 0.34% | 2,048 | -943 | -31.5% | -$40.58万 | 减仓 |
| SNY | SANOFI SA | $92.48万 | 0.35% | 19,194 | 303 | 1.6% | $1.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $94.12万 | 0.36% | 14,688 | -977 | -6.2% | -$6.26万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $94.89万 | 0.36% | 3,267 | -34 | -1.0% | -$9,876 | 减仓 |
| SBUX | STARBUCKS CORP | $101.46万 | 0.39% | 11,325 | -103 | -0.9% | -$9,228 | 减仓 |
| OMC | OMNICOM GROUP INC | $102.16万 | 0.39% | 13,565 | 392 | 3.0% | $2.95万 | 加仓 |
| MUB | ISHARES TR | $103.27万 | 0.40% | 9,728 | 3,250 | 50.2% | $34.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $103.47万 | 0.40% | 35,423 | 4,111 | 13.1% | $12.01万 | 加仓 |
| DIS | DISNEY WALT CO | $105.48万 | 0.40% | 10,945 | -260 | -2.3% | -$2.51万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $105.55万 | 0.40% | 15,604 | -240 | -1.5% | -$1.62万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $109.26万 | 0.42% | 6,949 | 652 | 10.4% | $10.25万 | 加仓 |
| MOAT | VANECK ETF TRUST | $109.53万 | 0.42% | 11,327 | -1,039 | -8.4% | -$10.05万 | 减仓 |
| UL | UNILEVER PLC | $110.66万 | 0.42% | 19,424 | 332 | 1.7% | $1.89万 | 加仓 |
| IVV | ISHARES TR | $112.83万 | 0.43% | 1,727 | -90 | -5.0% | -$5.88万 | 减仓 |
| MCK | MCKESSON CORP | $114.96万 | 0.44% | 1,328 | -79 | -5.6% | -$6.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $115.60万 | 0.44% | 2,314 | -148 | -6.0% | -$7.39万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $133.95万 | 0.51% | 11,291 | -790 | -6.5% | -$9.37万 | 减仓 |
| IGIB | ISHARES TR | $135.14万 | 0.52% | 25,392 | -503 | -1.9% | -$2.68万 | 减仓 |
| MDT | MEDTRONIC PLC | $136.78万 | 0.52% | 15,785 | 257 | 1.7% | $2.23万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $137.97万 | 0.53% | 4,713 | 158 | 3.5% | $4.63万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $140.63万 | 0.54% | 48,985 | 1,887 | 4.0% | $5.42万 | 加仓 |
| IQV | IQVIA HLDGS INC | $141.55万 | 0.54% | 8,300 | -100 | -1.2% | -$1.71万 | 减仓 |
| — | BNY MELLON ETF TRUST | $142.20万 | 0.55% | 17,947 | -1,230 | -6.4% | -$9.75万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $143.53万 | 0.55% | 30,519 | -1,834 | -5.7% | -$8.63万 | 减仓 |
| NVS | NOVARTIS AG | $145.32万 | 0.56% | 9,513 | -1,216 | -11.3% | -$18.58万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $145.56万 | 0.56% | 6,768 | 26 | 0.4% | $5,592 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $146.13万 | 0.56% | 4,258 | 74 | 1.8% | $2.54万 | 加仓 |
| EZM | WISDOMTREE TR | $147.11万 | 0.56% | 21,885 | -2,592 | -10.6% | -$17.42万 | 减仓 |
| WFC | WELLS FARGO & CO | $148.90万 | 0.57% | 18,704 | -5,416 | -22.5% | -$43.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $150.89万 | 0.58% | 4,592 | 1,231 | 36.6% | $40.45万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $155.78万 | 0.60% | 39,518 | -3,177 | -7.4% | -$12.52万 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $156.36万 | 0.60% | 44,040 | 2,175 | 5.2% | $7.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $156.46万 | 0.60% | 5,448 | -396 | -6.8% | -$11.37万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $159.52万 | 0.61% | 17,074 | -1,091 | -6.0% | -$10.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $165.46万 | 0.63% | 3,788 | -30 | -0.8% | -$1.31万 | 减仓 |
| ADI | ANALOG DEVICES INC | $166.54万 | 0.64% | 5,235 | -1,106 | -17.4% | -$35.19万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $167.56万 | 0.64% | 79,945 | 5,243 | 7.0% | $10.99万 | 加仓 |
| TSLA | TESLA INC | $168.33万 | 0.65% | 4,528 | -295 | -6.1% | -$10.97万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $171.96万 | 0.66% | 19,004 | 873 | 4.8% | $7.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $180.73万 | 0.69% | 13,691 | 126 | 0.9% | $1.66万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $181.61万 | 0.70% | 45,187 | 2,532 | 5.9% | $10.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $188.24万 | 0.72% | 5,867 | -368 | -5.9% | -$11.81万 | 减仓 |
| AVGO | BROADCOM INC | $197.33万 | 0.76% | 6,376 | -501 | -7.3% | -$15.51万 | 减仓 |
| COWG | PACER FDS TR | $210.85万 | 0.81% | 62,494 | 3,889 | 6.6% | $13.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $212.37万 | 0.81% | 6,284 | -1,056 | -14.4% | -$35.69万 | 减仓 |
| PTLC | PACER FDS TR | $214.11万 | 0.82% | 40,814 | 2,259 | 5.9% | $11.85万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $214.29万 | 0.82% | 114,077 | 8,327 | 7.9% | $15.64万 | 加仓 |
| V | VISA INC | $217.48万 | 0.83% | 7,196 | 68 | 1.0% | $2.06万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $239.58万 | 0.92% | 61,843 | -6,475 | -9.5% | -$25.08万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $242.87万 | 0.93% | 83,376 | -8,809 | -9.6% | -$25.66万 | 减仓 |
| — | EXXON MOBIL CORP | $247.79万 | 0.95% | 14,605 | 80 | 0.6% | $1.36万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $251.18万 | 0.96% | 26,326 | 21,340 | 428.0% | $203.60万 | 加仓 |
| — | BNY MELLON ETF TRUST | $261.97万 | 1.01% | 55,257 | 1,956 | 3.7% | $9.27万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $268.39万 | 1.03% | 637 | 56 | 9.6% | $23.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $273.74万 | 1.05% | 16,556 | 112 | 0.7% | $1.85万 | 加仓 |
| AMAT | APPLIED MATLS INC | $274.05万 | 1.05% | 8,018 | -368 | -4.4% | -$12.58万 | 减仓 |
| ESGE | ISHARES INC | $276.05万 | 1.06% | 60,711 | -479 | -0.8% | -$2.18万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $287.37万 | 1.10% | 139,231 | 8,408 | 6.4% | $17.35万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $296.35万 | 1.14% | 31,948 | 1,076 | 3.5% | $9.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $303.40万 | 1.16% | 10,314 | -459 | -4.3% | -$13.50万 | 减仓 |
| AAPL | APPLE INC | $303.91万 | 1.17% | 11,975 | -31 | -0.3% | -$7,867 | 减仓 |
| ESGD | ISHARES TR | $316.97万 | 1.22% | 33,149 | -255 | -0.8% | -$2.44万 | 减仓 |
| EAGG | ISHARES TR | $318.99万 | 1.22% | 67,086 | 575 | 0.9% | $2.73万 | 加仓 |
| GOOGL | ALPHABET INC | $320.13万 | 1.23% | 11,133 | -1,795 | -13.9% | -$51.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $320.64万 | 1.23% | 34,118 | -440 | -1.3% | -$4.14万 | 减仓 |
| NULG | NUSHARES ETF TR | $324.63万 | 1.25% | 35,697 | 112 | 0.3% | $1.02万 | 加仓 |
| GOOG | ALPHABET INC | $325.98万 | 1.25% | 11,364 | -178 | -1.5% | -$5.11万 | 减仓 |
| — | BNY MELLON ETF TRUST | $361.08万 | 1.39% | 72,992 | 2,470 | 3.5% | $12.22万 | 加仓 |
| NULV | NUSHARES ETF TR | $368.87万 | 1.42% | 81,071 | -204 | -0.3% | -$9,282 | 减仓 |
| DGRW | WISDOMTREE TR | $434.82万 | 1.67% | 49,501 | -642 | -1.3% | -$5.64万 | 减仓 |
| META | META PLATFORMS INC | $440.46万 | 1.69% | 7,699 | -21 | -0.3% | -$1.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $445.27万 | 1.71% | 9,292 | -773 | -7.7% | -$37.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $448.38万 | 1.72% | 7,504 | -108 | -1.4% | -$6.45万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $453.48万 | 1.74% | 85,514 | -183 | -0.2% | -$9,704 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $454.04万 | 1.74% | 66,497 | 2,904 | 4.6% | $19.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $538.35万 | 2.07% | 14,543 | 207 | 1.4% | $7.66万 | 加仓 |
| AMZN | AMAZON COM INC | $566.73万 | 2.17% | 27,212 | 2,044 | 8.1% | $42.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $708.97万 | 2.72% | 40,652 | -1,464 | -3.5% | -$25.53万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $855.95万 | 3.28% | 68,580 | 3,209 | 4.9% | $40.05万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1,016.05万 | 3.90% | 342,566 | 6,036 | 1.8% | $17.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,063.60万 | 4.08% | 108,630 | 4,571 | 4.4% | $44.75万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,362.24万 | 5.23% | 322,805 | 6,981 | 2.2% | $29.46万 | 加仓 |