Crusonia Wealth Advisors LLC
DENVER CO · SEC CIK 0002112003
$6.09亿2026Q2 申报市值
235持仓数
41.1%前十大占比 · 第一大 8.9%
45 / 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
ALLW 新建仓+$1,224.01万
IVV 加仓+$334.74万
JCPB 加仓+$277.96万
VCRB 加仓+$264.83万
DFAI 加仓+$260.02万
2026Q2 卖出最多 按季末市值估算
IEF 清仓-$73.40万
IGOV 清仓-$48.24万
SHV 减仓-$42.65万
HELO 减仓-$42.26万
INNOVATOR ETFS T 清仓-$39.95万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $51.11万 | 0.08% | 4,351 | 1,062 | 32.3% | $12.47万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $51.96万 | 0.09% | 9,849 | 755 | 8.3% | $3.98万 | 加仓 |
| ASML | ASML HLDG NV | $52.13万 | 0.09% | 262 | 262 | — | $52.13万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.24万 | 0.09% | 17,052 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $54.10万 | 0.09% | 3,698 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $55.10万 | 0.09% | 1,629 | 24 | 1.5% | $8,118 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $55.55万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $57.70万 | 0.09% | 5,148 | 5,148 | — | $57.70万 | 新建仓 |
| WMT | WALMART INC | $58.15万 | 0.10% | 5,134 | 2,146 | 71.8% | $24.31万 | 加仓 |
| IWF | ISHARES TR | $58.20万 | 0.10% | 4,687 | -1 | -0.0% | -$124 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $58.35万 | 0.10% | 20,361 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $58.65万 | 0.10% | 1,569 | 34 | 2.2% | $1.27万 | 加仓 |
| IJK | ISHARES TR | $62.22万 | 0.10% | 5,295 | -225 | -4.1% | -$2.64万 | 减仓 |
| RACE | FERRARI N V | $63.36万 | 0.10% | 1,702 | 16 | 0.9% | $5,957 | 加仓 |
| GEV | GE VERNOVA INC | $65.78万 | 0.11% | 560 | 36 | 6.9% | $4.23万 | 加仓 |
| MS | MORGAN STANLEY | $65.97万 | 0.11% | 3,156 | 956 | 43.5% | $19.98万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $66.24万 | 0.11% | 28,003 | 28,003 | — | $66.24万 | 新建仓 |
| WFC | WELLS FARGO & CO | $67.21万 | 0.11% | 8,133 | 771 | 10.5% | $6.37万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $70.49万 | 0.12% | 13,960 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.39万 | 0.12% | 3,355 | 1,073 | 47.0% | $22.83万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $73.26万 | 0.12% | 17,824 | -977 | -5.2% | -$4.02万 | 减仓 |
| INTC | INTEL CORP | $73.48万 | 0.12% | 5,263 | 5,263 | — | $73.48万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $74.56万 | 0.12% | 8,212 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.78万 | 0.12% | 2,659 | 89 | 3.5% | $2.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $75.00万 | 0.12% | 4,525 | 450 | 11.0% | $7.46万 | 加仓 |
| HDV | ISHARES TR | $75.42万 | 0.12% | 27,515 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $76.85万 | 0.13% | 2,179 | 337 | 18.3% | $11.89万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $77.30万 | 0.13% | 15,922 | 5,074 | 46.8% | $24.63万 | 加仓 |
| IJS | ISHARES TR | $77.89万 | 0.13% | 5,699 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $78.69万 | 0.13% | 11,502 | 19 | 0.2% | $1,300 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $79.23万 | 0.13% | 30,950 | 20,856 | 206.6% | $53.39万 | 加仓 |
| AMAT | APPLIED MATLS INC | $79.70万 | 0.13% | 1,102 | 494 | 81.2% | $35.73万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $80.46万 | 0.13% | 28,861 | 95 | 0.3% | $2,649 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $80.76万 | 0.13% | 1,585 | -340 | -17.7% | -$17.32万 | 减仓 |
| AGX | ARGAN INC | $81.05万 | 0.13% | 1,015 | 4 | 0.4% | $3,194 | 加仓 |
| SPYV | SPDR SERIES TRUST | $81.12万 | 0.13% | 13,344 | 13,344 | — | $81.12万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $81.90万 | 0.13% | 8,488 | 95 | 1.1% | $9,167 | 加仓 |
| NFLX | NETFLIX INC. | $83.89万 | 0.14% | 11,749 | -846 | -6.7% | -$6.04万 | 减仓 |
| VPU | VANGUARD WORLD FD | $87.07万 | 0.14% | 4,448 | -41 | -0.9% | -$8,025 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $87.71万 | 0.14% | 12,897 | 6,687 | 107.7% | $45.48万 | 加仓 |
| IWM | ISHARES TR | $92.30万 | 0.15% | 3,072 | 3,072 | — | $92.30万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $92.59万 | 0.15% | 29,201 | 1,825 | 6.7% | $5.79万 | 加仓 |
| IWR | ISHARES TR | $95.38万 | 0.16% | 8,646 | 5,733 | 196.8% | $63.24万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $95.48万 | 0.16% | 29,848 | 1,793 | 6.4% | $5.74万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $96.52万 | 0.16% | 31,034 | 604 | 2.0% | $1.88万 | 加仓 |
| SUSL | ISHARES TR | $96.58万 | 0.16% | 7,275 | 20 | 0.3% | $2,655 | 加仓 |
| META | META PLATFORMS INC | $96.64万 | 0.16% | 1,716 | 573 | 50.1% | $32.27万 | 加仓 |
| AGG | ISHARES TR | $99.14万 | 0.16% | 10,016 | 5,463 | 120.0% | $54.07万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $100.35万 | 0.16% | 3,951 | 488 | 14.1% | $12.39万 | 加仓 |
| EFA | ISHARES TR | $102.08万 | 0.17% | 9,827 | -401 | -3.9% | -$4.17万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $102.29万 | 0.17% | 7,676 | 275 | 3.7% | $3.66万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $105.74万 | 0.17% | 3,490 | 3,490 | — | $105.74万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $106.84万 | 0.18% | 21,463 | 159 | 0.7% | $7,915 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $108.84万 | 0.18% | 57,722 | 2,013 | 3.6% | $3.80万 | 加仓 |
| CAT | CATERPILLAR INC | $111.42万 | 0.18% | 1,046 | 333 | 46.7% | $35.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $113.46万 | 0.19% | 2,209 | 184 | 9.1% | $9.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $117.51万 | 0.19% | 1,018 | 289 | 39.6% | $33.36万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $119.56万 | 0.20% | 10,048 | 10,048 | — | $119.56万 | 新建仓 |
| GDX | VANECK ETF TRUST | $119.71万 | 0.20% | 15,867 | -63 | -0.4% | -$4,753 | 减仓 |
| COMT | ISHARES U S ETF TR | $120.81万 | 0.20% | 39,779 | -555 | -1.4% | -$1.69万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $121.77万 | 0.20% | 25,274 | -89 | -0.4% | -$4,288 | 减仓 |
| QUAL | ISHARES TR | $123.17万 | 0.20% | 5,613 | 700 | 14.2% | $15.36万 | 加仓 |
| PYLD | PIMCO ETF TR | $124.25万 | 0.20% | 46,853 | 16,786 | 55.8% | $44.52万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.08万 | 0.22% | 47,684 | 25,514 | 115.1% | $70.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $138.73万 | 0.23% | 3,202 | 1,927 | 151.1% | $83.49万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $144.46万 | 0.24% | 29,564 | 29,564 | — | $144.46万 | 新建仓 |
| AVGO | BROADCOM INC | $147.50万 | 0.24% | 3,905 | 958 | 32.5% | $36.18万 | 加仓 |
| IWD | ISHARES TR | $148.05万 | 0.24% | 6,107 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $151.19万 | 0.25% | 2,603 | 1,577 | 153.7% | $91.60万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $152.44万 | 0.25% | 17,090 | 185 | 1.1% | $1.65万 | 加仓 |
| SUB | ISHARES TR | $155.60万 | 0.26% | 14,614 | -3,004 | -17.1% | -$31.98万 | 减仓 |
| TSLA | TESLA INC | $156.75万 | 0.26% | 3,727 | 606 | 19.4% | $25.49万 | 加仓 |
| — | PGIM ETF TR | $163.07万 | 0.27% | 32,345 | 32,345 | — | $163.07万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $164.44万 | 0.27% | 118,898 | 33,163 | 38.7% | $45.86万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $164.68万 | 0.27% | 36,608 | -487 | -1.3% | -$2.19万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $166.41万 | 0.27% | 22,001 | 183 | 0.8% | $1.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $166.49万 | 0.27% | 1,779 | 121 | 7.3% | $11.32万 | 加仓 |
| LLY | ELI LILLY & CO | $167.93万 | 0.28% | 1,400 | 376 | 36.7% | $45.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $172.14万 | 0.28% | 2,305 | 93 | 4.2% | $6.95万 | 加仓 |
| — | EXXON MOBIL CORP | $179.04万 | 0.29% | 13,095 | 609 | 4.9% | $8.33万 | 加仓 |
| ITOT | ISHARES TR | $182.32万 | 0.30% | 11,099 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $182.66万 | 0.30% | 36,060 | 18,015 | 99.8% | $91.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $183.08万 | 0.30% | 30,672 | 2,909 | 10.5% | $17.36万 | 加仓 |
| IJT | ISHARES TR | $184.15万 | 0.30% | 10,311 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $185.73万 | 0.30% | 5,674 | 609 | 12.0% | $19.93万 | 加仓 |
| IJH | ISHARES TR | $186.43万 | 0.31% | 24,178 | 13,046 | 117.2% | $100.60万 | 加仓 |
| IVE | ISHARES TR | $218.46万 | 0.36% | 9,621 | 477 | 5.2% | $10.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $219.10万 | 0.36% | 29,847 | -3,619 | -10.8% | -$26.57万 | 减仓 |
| IEMG | ISHARES INC | $222.25万 | 0.36% | 26,828 | 17,564 | 189.6% | $145.50万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $247.40万 | 0.41% | 71,689 | 52,319 | 270.1% | $180.55万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $247.89万 | 0.41% | 54,287 | 11 | 0.0% | $502 | 加仓 |
| GOOG | ALPHABET INC | $252.79万 | 0.41% | 7,154 | 1,018 | 16.6% | $35.97万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $258.53万 | 0.42% | 39,439 | -1 | -0.0% | -$66 | 减仓 |
| IMTM | ISHARES TR | $261.55万 | 0.43% | 49,043 | 16,747 | 51.9% | $89.31万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $261.65万 | 0.43% | 96,727 | 8 | 0.0% | $216 | 加仓 |
| PEP | PEPSICO INC | $262.13万 | 0.43% | 19,360 | -285 | -1.5% | -$3.86万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $272.93万 | 0.45% | 29,059 | -27 | -0.1% | -$2,536 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $280.90万 | 0.46% | 77,899 | -565 | -0.7% | -$2.04万 | 减仓 |
| AMZN | AMAZON COM INC | $282.84万 | 0.46% | 11,867 | 3,410 | 40.3% | $81.27万 | 加仓 |
| IJR | ISHARES TR | $289.36万 | 0.48% | 19,511 | 9,193 | 89.1% | $136.34万 | 加仓 |