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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $290.47万 | 0.48% | 26,990 | 4,596 | 20.5% | $49.46万 | 加仓 |
| IVW | ISHARES TR | $298.23万 | 0.49% | 21,684 | 2,198 | 11.3% | $30.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $303.10万 | 0.50% | 7,025 | 25 | 0.4% | $1.08万 | 加仓 |
| V | VISA INC | $335.51万 | 0.55% | 9,779 | 231 | 2.4% | $7.93万 | 加仓 |
| PULS | PGIM ETF TR | $340.82万 | 0.56% | 68,782 | 32,513 | 89.6% | $161.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $342.25万 | 0.56% | 9,249 | 117 | 1.3% | $4.33万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $342.59万 | 0.56% | 64,318 | 4,052 | 6.7% | $21.58万 | 加仓 |
| GOOGL | ALPHABET INC | $348.63万 | 0.57% | 9,755 | 2,491 | 34.3% | $89.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $372.29万 | 0.61% | 7,440 | 440 | 6.3% | $22.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $386.14万 | 0.63% | 5,244 | 465 | 9.7% | $34.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $389.28万 | 0.64% | 132,272 | -3,367 | -2.5% | -$9.91万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $400.57万 | 0.66% | 73,543 | -145 | -0.2% | -$7,898 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $419.97万 | 0.69% | 75,303 | -1,758 | -2.3% | -$9.80万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $457.26万 | 0.75% | 90,564 | 47,170 | 108.7% | $238.16万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $485.02万 | 0.80% | 59,835 | 238 | 0.4% | $1.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $504.14万 | 0.83% | 7,340 | 640 | 9.6% | $43.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $507.98万 | 0.83% | 13,618 | 1,641 | 13.7% | $61.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $527.61万 | 0.87% | 26,369 | 4,782 | 22.2% | $95.68万 | 加仓 |
| IEFA | ISHARES TR | $536.81万 | 0.88% | 55,582 | 3,244 | 6.2% | $31.33万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $537.93万 | 0.88% | 99,562 | -1,568 | -1.6% | -$8.47万 | 减仓 |
| IVV | ISHARES TR | $558.95万 | 0.92% | 7,464 | 4,470 | 149.3% | $334.74万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $569.80万 | 0.94% | 60,183 | 309 | 0.5% | $2.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $585.85万 | 0.96% | 82,225 | 1,143 | 1.4% | $8.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $636.48万 | 1.04% | 125,835 | 10,564 | 9.2% | $53.43万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $710.71万 | 1.17% | 105,165 | -6,253 | -5.6% | -$42.26万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $858.20万 | 1.41% | 197,288 | -737 | -0.4% | -$3.21万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $932.29万 | 1.53% | 27,524 | -465 | -1.7% | -$15.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,012.90万 | 1.66% | 117,588 | 16,260 | 16.0% | $140.06万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1,059.91万 | 1.74% | 73,453 | -425 | -0.6% | -$6.13万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $1,224.01万 | 2.01% | 418,178 | 418,178 | — | $1,224.01万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1,275.86万 | 2.09% | 42,091 | 3,508 | 9.1% | $106.33万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,371.36万 | 2.25% | 229,593 | 27,158 | 13.4% | $162.21万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,431.43万 | 2.35% | 355,987 | 20,583 | 6.1% | $82.76万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,509.04万 | 2.48% | 322,183 | 2,019 | 0.6% | $9.46万 | 加仓 |
| QLTY | GMO ETF TRUST | $1,611.66万 | 2.65% | 387,232 | -4,574 | -1.2% | -$19.04万 | 减仓 |
| AAPL | APPLE INC | $1,662.68万 | 2.73% | 57,461 | 5,001 | 9.5% | $144.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,702.62万 | 2.79% | 78,127 | 3,603 | 4.8% | $78.52万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1,847.33万 | 3.03% | 132,071 | -183 | -0.1% | -$2.56万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,876.67万 | 3.08% | 208,288 | 7,210 | 3.6% | $64.96万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,166.28万 | 3.56% | 280,488 | 34,290 | 13.9% | $264.83万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,337.31万 | 5.48% | 710,974 | 59,215 | 9.1% | $277.96万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,920.93万 | 6.44% | 950,528 | 63,034 | 7.1% | $260.02万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,411.40万 | 8.88% | 660,410 | 25,908 | 4.1% | $212.29万 | 加仓 |