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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $69.48万 | 0.24% | 4,741 | -21 | -0.4% | -$3,078 | 减仓 |
| MPC | MARATHON PETE CORP | $69.49万 | 0.24% | 2,718 | 5 | 0.2% | $1,278 | 加仓 |
| — | NUSHARES ETF TR | $70.96万 | 0.25% | 33,103 | 1,573 | 5.0% | $3.37万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $71.65万 | 0.25% | 18,024 | -1,274 | -6.6% | -$5.06万 | 减仓 |
| — | BNY MELLON ETF TRUST | $71.69万 | 0.25% | 5,332 | -138 | -2.5% | -$1.86万 | 减仓 |
| ABNB | AIRBNB INC | $73.62万 | 0.26% | 5,145 | -263 | -4.9% | -$3.76万 | 减仓 |
| GLD | SPDR GOLD TR | $75.04万 | 0.26% | 2,037 | -11 | -0.5% | -$4,052 | 减仓 |
| AON | AON PLC | $79.72万 | 0.28% | 2,404 | -15 | -0.6% | -$4,974 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $79.89万 | 0.28% | 10,825 | 165 | 1.5% | $1.22万 | 加仓 |
| NFLX | NETFLIX INC. | $80.57万 | 0.28% | 11,285 | 11,285 | — | $80.57万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $80.58万 | 0.28% | 1,978 | 1,978 | — | $80.58万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $81.27万 | 0.28% | 16,702 | 9,591 | 134.9% | $46.67万 | 加仓 |
| AGG | ISHARES TR | $82.45万 | 0.29% | 8,330 | -3 | -0.0% | -$297 | 减仓 |
| VOE | VANGUARD INDEX FDS | $82.94万 | 0.29% | 4,198 | 20 | 0.5% | $3,952 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $83.59万 | 0.29% | 1,439 | -28 | -1.9% | -$1.63万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.40万 | 0.31% | 30,716 | 81 | 0.3% | $2,384 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $91.13万 | 0.32% | 3,108 | -159 | -4.9% | -$4.66万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $93.30万 | 0.32% | 9,274 | 9,274 | — | $93.30万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $93.71万 | 0.32% | 3,806 | -240 | -5.9% | -$5.91万 | 减仓 |
| MCK | MCKESSON CORP | $95.17万 | 0.33% | 1,259 | -69 | -5.2% | -$5.22万 | 减仓 |
| OMC | OMNICOM GROUP INC | $95.95万 | 0.33% | 13,175 | -390 | -2.9% | -$2.84万 | 减仓 |
| ETN | EATON CORP PLC | $96.65万 | 0.33% | 2,268 | 2 | 0.1% | $852 | 加仓 |
| DIS | DISNEY WALT CO | $104.00万 | 0.36% | 10,805 | -140 | -1.3% | -$1.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.15万 | 0.36% | 14,757 | 69 | 0.5% | $4,916 | 加仓 |
| MUB | ISHARES TR | $107.79万 | 0.37% | 10,016 | 288 | 3.0% | $3.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $108.90万 | 0.38% | 1,479 | 206 | 16.2% | $15.17万 | 加仓 |
| MOAT | VANECK ETF TRUST | $111.56万 | 0.39% | 10,731 | -596 | -5.3% | -$6.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $113.15万 | 0.39% | 2,203 | -111 | -4.8% | -$5.70万 | 减仓 |
| UL | UNILEVER PLC | $113.16万 | 0.39% | 18,823 | -601 | -3.1% | -$3.61万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $116.43万 | 0.40% | 47,426 | -1,559 | -3.2% | -$3.83万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $118.58万 | 0.41% | 15,148 | -456 | -2.9% | -$3.57万 | 减仓 |
| MDT | MEDTRONIC PLC | $127.14万 | 0.44% | 16,252 | 467 | 3.0% | $3.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $127.90万 | 0.44% | 41,572 | 6,149 | 17.4% | $18.92万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $129.51万 | 0.45% | 8,558 | 1,609 | 23.2% | $24.35万 | 加仓 |
| IVV | ISHARES TR | $129.70万 | 0.45% | 1,732 | 5 | 0.3% | $3,744 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $137.81万 | 0.48% | 9,530 | -1,761 | -15.6% | -$25.46万 | 减仓 |
| IGIB | ISHARES TR | $138.32万 | 0.48% | 26,014 | 622 | 2.4% | $3.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $139.72万 | 0.48% | 13,440 | -251 | -1.8% | -$2.61万 | 减仓 |
| NVS | NOVARTIS AG | $140.63万 | 0.49% | 8,973 | -540 | -5.7% | -$8.46万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $144.36万 | 0.50% | 29,962 | -557 | -1.8% | -$2.68万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $145.07万 | 0.50% | 11,783 | 6,585 | 126.7% | $81.07万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $147.52万 | 0.51% | 4,164 | -94 | -2.2% | -$3.33万 | 减仓 |
| WFC | WELLS FARGO & CO | $148.51万 | 0.51% | 17,971 | -733 | -3.9% | -$6.06万 | 减仓 |
| IQV | IQVIA HLDGS INC | $153.82万 | 0.53% | 7,961 | -339 | -4.1% | -$6.55万 | 减仓 |
| EZM | WISDOMTREE TR | $159.64万 | 0.55% | 21,066 | -819 | -3.7% | -$6.21万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $160.28万 | 0.56% | 39,663 | 145 | 0.4% | $5,859 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $160.88万 | 0.56% | 6,799 | 31 | 0.5% | $7,335 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $164.88万 | 0.57% | 26,326 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $165.90万 | 0.57% | 5,269 | 677 | 14.7% | $21.32万 | 加仓 |
| — | BNY MELLON ETF TRUST | $167.61万 | 0.58% | 17,584 | -363 | -2.0% | -$3.46万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $169.67万 | 0.59% | 81,357 | 1,412 | 1.8% | $2.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $171.31万 | 0.59% | 21,262 | -530 | -2.4% | -$4.27万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $173.94万 | 0.60% | 4,498 | -215 | -4.6% | -$8.31万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $174.81万 | 0.61% | 17,376 | 302 | 1.8% | $3.04万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $181.88万 | 0.63% | 44,384 | 344 | 0.8% | $1.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $193.84万 | 0.67% | 22,503 | -225 | -1.0% | -$1.94万 | 减仓 |
| TSLA | TESLA INC | $194.61万 | 0.67% | 4,627 | 99 | 2.2% | $4.16万 | 加仓 |
| — | EXXON MOBIL CORP | $196.45万 | 0.68% | 14,369 | -236 | -1.6% | -$3.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $199.69万 | 0.69% | 5,028 | -207 | -4.0% | -$8.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $207.76万 | 0.72% | 5,615 | -252 | -4.3% | -$9.32万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $212.21万 | 0.74% | 19,143 | 139 | 0.7% | $1.54万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $215.33万 | 0.75% | 45,620 | 433 | 1.0% | $2.04万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $231.41万 | 0.80% | 123,124 | 9,047 | 7.9% | $17.00万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $236.30万 | 0.82% | 60,366 | -1,477 | -2.4% | -$5.78万 | 减仓 |
| PTLC | PACER FDS TR | $239.89万 | 0.83% | 41,175 | 361 | 0.9% | $2.10万 | 加仓 |
| AVGO | BROADCOM INC | $241.18万 | 0.84% | 6,385 | 9 | 0.1% | $3,399 | 加仓 |
| V | VISA INC | $246.95万 | 0.86% | 7,198 | 2 | 0.0% | $686 | 加仓 |
| COWG | PACER FDS TR | $253.37万 | 0.88% | 63,113 | 619 | 1.0% | $2.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $259.65万 | 0.90% | 5,437 | -847 | -13.5% | -$40.45万 | 减仓 |
| — | BNY MELLON ETF TRUST | $271.66万 | 0.94% | 57,059 | 1,802 | 3.3% | $8.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $279.87万 | 0.97% | 15,470 | -1,086 | -6.6% | -$19.65万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.95万 | 0.97% | 83,023 | -353 | -0.4% | -$1.19万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $290.01万 | 1.01% | 140,303 | 1,072 | 0.8% | $2.22万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $298.65万 | 1.04% | 16,756 | 831 | 5.2% | $14.81万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $303.10万 | 1.05% | 32,272 | 324 | 1.0% | $3.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $304.31万 | 1.05% | 32,981 | -1,137 | -3.3% | -$10.49万 | 减仓 |
| ESGE | ISHARES INC | $323.46万 | 1.12% | 59,144 | -1,567 | -2.6% | -$8.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $325.31万 | 1.13% | 9,938 | -376 | -3.6% | -$12.31万 | 减仓 |
| EAGG | ISHARES TR | $326.08万 | 1.13% | 68,778 | 1,692 | 2.5% | $8.02万 | 加仓 |
| AAPL | APPLE INC | $335.09万 | 1.16% | 11,580 | -395 | -3.3% | -$11.43万 | 减仓 |
| ESGD | ISHARES TR | $344.31万 | 1.19% | 33,490 | 341 | 1.0% | $3.51万 | 加仓 |
| GOOG | ALPHABET INC | $351.60万 | 1.22% | 9,951 | -1,413 | -12.4% | -$49.93万 | 减仓 |
| GOOGL | ALPHABET INC | $364.97万 | 1.26% | 10,213 | -920 | -8.3% | -$32.88万 | 减仓 |
| — | BNY MELLON ETF TRUST | $394.02万 | 1.37% | 73,001 | 9 | 0.0% | $486 | 加仓 |
| NULV | NUSHARES ETF TR | $399.78万 | 1.39% | 79,972 | -1,099 | -1.4% | -$5.49万 | 减仓 |
| NULG | NUSHARES ETF TR | $422.69万 | 1.46% | 36,108 | 411 | 1.2% | $4.81万 | 加仓 |
| META | META PLATFORMS INC | $425.68万 | 1.48% | 7,557 | -142 | -1.8% | -$8.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $433.85万 | 1.50% | 6,001 | -2,017 | -25.2% | -$145.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $459.31万 | 1.59% | 9,179 | -113 | -1.2% | -$5.65万 | 减仓 |
| DGRW | WISDOMTREE TR | $470.89万 | 1.63% | 49,246 | -255 | -0.5% | -$2.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $508.76万 | 1.76% | 7,408 | -96 | -1.3% | -$6.59万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $524.58万 | 1.82% | 85,856 | 342 | 0.4% | $2.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $531.50万 | 1.84% | 14,249 | -294 | -2.0% | -$10.97万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $543.75万 | 1.88% | 67,080 | 583 | 0.9% | $4.73万 | 加仓 |
| AMZN | AMAZON COM INC | $628.56万 | 2.18% | 26,373 | -839 | -3.1% | -$20.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $805.00万 | 2.79% | 40,232 | -420 | -1.0% | -$8.40万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $1,002.97万 | 3.48% | 69,947 | 1,367 | 2.0% | $19.60万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1,132.63万 | 3.93% | 338,200 | -4,366 | -1.3% | -$14.62万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,348.41万 | 4.67% | 113,321 | 4,691 | 4.3% | $55.82万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,358.28万 | 4.71% | 323,784 | 979 | 0.3% | $4.11万 | 加仓 |