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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $65.72万 | 0.25% | 5,104 | -13 | -0.3% | -$1,674 | 减仓 |
| RTX | RTX CORPORATION | $64.31万 | 0.25% | 3,334 | 5 | 0.2% | $964 | 加仓 |
| — | BNY MELLON ETF TRUST | $62.31万 | 0.24% | 5,470 | -329 | -5.7% | -$3.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $61.14万 | 0.23% | 1,409 | -17 | -1.2% | -$7,377 | 减仓 |
| ADSK | AUTODESK INC | $61.09万 | 0.23% | 2,552 | -39 | -1.5% | -$9,337 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $60.43万 | 0.23% | 4,231 | 17 | 0.4% | $2,428 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $58.77万 | 0.23% | 5,328 | -485 | -8.3% | -$5.35万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $57.80万 | 0.22% | 6,534 | -616 | -8.6% | -$5.45万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $51.86万 | 0.20% | 13,052 | 104 | 0.8% | $4,132 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $51.42万 | 0.20% | 2,593 | 2,593 | — | $51.42万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $51.32万 | 0.20% | 10,536 | 79 | 0.8% | $3,848 | 加仓 |
| MAS | MASCO CORP | $50.83万 | 0.20% | 8,420 | 394 | 4.9% | $2.38万 | 加仓 |
| PEP | PEPSICO INC | $50.48万 | 0.19% | 3,251 | 69 | 2.2% | $1.07万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $50.47万 | 0.19% | 15,548 | 2,791 | 21.9% | $9.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.64万 | 0.19% | 1,010 | 1,010 | — | $49.64万 | 新建仓 |
| MRK | MERCK & CO INC | $48.78万 | 0.19% | 4,056 | 17 | 0.4% | $2,045 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $46.49万 | 0.18% | 1,993 | 1,993 | — | $46.49万 | 新建仓 |
| ADBE | ADOBE INC | $46.15万 | 0.18% | 1,899 | -17 | -0.9% | -$4,132 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.71万 | 0.17% | 1,372 | -22 | -1.6% | -$7,169 | 减仓 |
| — | DBX ETF TR | $44.70万 | 0.17% | 18,145 | 1,943 | 12.0% | $4.79万 | 加仓 |
| DXCM | DEXCOM INC | $43.96万 | 0.17% | 7,000 | 227 | 3.4% | $1.43万 | 加仓 |
| IJR | ISHARES TR | $43.85万 | 0.17% | 3,528 | 6 | 0.2% | $746 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.24万 | 0.17% | 6,012 | 6,012 | — | $43.24万 | 新建仓 |
| HD | HOME DEPOT INC | $42.23万 | 0.16% | 1,284 | 27 | 2.1% | $8,881 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.79万 | 0.15% | 955 | -23 | -2.4% | -$9,583 | 减仓 |
| IVW | ISHARES TR | $39.34万 | 0.15% | 3,478 | -3,464 | -49.9% | -$39.18万 | 减仓 |
| CME | CME GROUP INC | $39.07万 | 0.15% | 1,323 | 30 | 2.3% | $8,858 | 加仓 |
| VCEB | VANGUARD WORLD FD | $38.99万 | 0.15% | 6,206 | 46 | 0.7% | $2,890 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.34万 | 0.15% | 1,568 | 1 | 0.1% | $244 | 加仓 |
| DDWM | WISDOMTREE TR | $37.34万 | 0.14% | 8,466 | -2,450 | -22.4% | -$10.81万 | 减仓 |
| ECL | ECOLAB INC | $36.81万 | 0.14% | 1,384 | 62 | 4.7% | $1.65万 | 加仓 |
| DE | DEERE & CO | $36.74万 | 0.14% | 652 | 2 | 0.3% | $1,127 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $36.12万 | 0.14% | 7,111 | 1,216 | 20.6% | $6.18万 | 加仓 |
| TJX | TJX COS INC NEW | $35.33万 | 0.14% | 2,212 | -45 | -2.0% | -$7,187 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.62万 | 0.13% | 2,605 | -1,180 | -31.2% | -$15.68万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.28万 | 0.13% | 5,872 | 62 | 1.1% | $3,514 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $32.97万 | 0.13% | 5,515 | 642 | 13.2% | $3.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $32.90万 | 0.13% | 4,298 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $32.74万 | 0.13% | 1,385 | 2 | 0.1% | $473 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.54万 | 0.12% | 6,483 | 261 | 4.2% | $1.31万 | 加仓 |
| DBEF | DBX ETF TR | $31.80万 | 0.12% | 6,437 | 1,809 | 39.1% | $8.94万 | 加仓 |
| IUSG | ISHARES TR | $31.36万 | 0.12% | 2,022 | 3 | 0.1% | $465 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.32万 | 0.12% | 2,315 | 1 | 0.0% | $131 | 加仓 |
| VEEV | VEEVA SYS INC | $30.27万 | 0.12% | 1,723 | -15 | -0.9% | -$2,635 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $30.25万 | 0.12% | 6,364 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $29.88万 | 0.11% | 961 | 5 | 0.5% | $1,554 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.84万 | 0.11% | 1,467 | -111 | -7.0% | -$2.26万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $29.71万 | 0.11% | 2,317 | -310 | -11.8% | -$3.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.42万 | 0.11% | 5,443 | -28 | -0.5% | -$1,514 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $28.43万 | 0.11% | 7,091 | 7,091 | — | $28.43万 | 新建仓 |
| EES | WISDOMTREE TR | $27.59万 | 0.11% | 4,753 | 9 | 0.2% | $522 | 加仓 |
| HEDJ | WISDOMTREE TR | $26.25万 | 0.10% | 5,020 | 5,020 | — | $26.25万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.01万 | 0.10% | 308 | 2 | 0.7% | $1,689 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.45万 | 0.10% | 4,407 | 585 | 15.3% | $3.38万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $25.22万 | 0.10% | 1,286 | 7 | 0.5% | $1,373 | 加仓 |
| IEFA | ISHARES TR | $24.89万 | 0.10% | 2,749 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $24.83万 | 0.10% | 4,935 | 4,935 | — | $24.83万 | 新建仓 |
| USMV | ISHARES TR | $24.59万 | 0.09% | 2,651 | -92 | -3.4% | -$8,533 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.16万 | 0.09% | 7,194 | 7,194 | — | $24.16万 | 新建仓 |
| — | GLOBAL X FDS | $24.10万 | 0.09% | 7,801 | -727 | -8.5% | -$2.25万 | 减仓 |
| UNP | UNION PAC CORP | $24.08万 | 0.09% | 993 | 43 | 4.5% | $1.04万 | 加仓 |
| DON | WISDOMTREE TR | $24.06万 | 0.09% | 4,579 | 23 | 0.5% | $1,208 | 加仓 |
| VTV | VANGUARD INDEX FDS | $23.70万 | 0.09% | 1,208 | 6 | 0.5% | $1,177 | 加仓 |
| AZO | AUTOZONE INC | $23.64万 | 0.09% | 70 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.37万 | 0.09% | 235 | 1 | 0.4% | $994 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.32万 | 0.09% | 7,961 | 404 | 5.3% | $1.18万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $23.23万 | 0.09% | 11,637 | 25 | 0.2% | $499 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $22.89万 | 0.09% | 400 | 400 | — | $22.89万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.82万 | 0.09% | 1,103 | -253 | -18.7% | -$5.23万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $22.18万 | 0.09% | 820 | -16 | -1.9% | -$4,328 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $21.71万 | 0.08% | 2,105 | 4 | 0.2% | $413 | 加仓 |
| IWP | ISHARES TR | $21.69万 | 0.08% | 1,693 | 1 | 0.1% | $128 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $21.68万 | 0.08% | 4,392 | -3,044 | -40.9% | -$15.03万 | 减仓 |
| ARDX | ARDELYX INC | $21.45万 | 0.08% | 35,812 | 4,839 | 15.6% | $2.90万 | 加仓 |
| ANGL | VANECK ETF TRUST | $20.34万 | 0.08% | 7,083 | -93 | -1.3% | -$2,671 | 减仓 |
| SMH | VANECK ETF TRUST | $20.08万 | 0.08% | 524 | 524 | — | $20.08万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.04万 | 0.08% | 7,135 | 7,135 | — | $20.04万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $17.20万 | 0.07% | 10,259 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC 看涨期权 | $15.68万 | 0.06% | 1,500 | 1,500 | — | $15.68万 | 新建仓 |
| NOW | SERVICENOW INC | $10.46万 | 0.04% | 1,000 | 1,000 | — | $10.46万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.32万 | 0.02% | 10,574 | 384 | 3.8% | $1,932 | 加仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -25,188 | -100.0% | -$97.32万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -7,671 | -100.0% | -$66.18万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -7,225 | -100.0% | -$62.93万 | 清仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -14,400 | -100.0% | -$35.81万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,904 | -100.0% | -$31.59万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -13,294 | -100.0% | -$25.80万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,570 | -100.0% | -$20.24万 | 清仓 |