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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $28.41万 | 0.05% | 376 | -18 | -4.6% | -$1.36万 | 减仓 |
| CLS | CELESTICA INC | $28.05万 | 0.05% | 769 | 769 | — | $28.05万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $27.93万 | 0.05% | 5,438 | 24 | 0.4% | $1,233 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $27.19万 | 0.04% | 10,971 | 10,971 | — | $27.19万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.71万 | 0.04% | 7,892 | 709 | 9.9% | $2.40万 | 加仓 |
| APH | AMPHENOL CORP | $26.68万 | 0.04% | 1,513 | 1,513 | — | $26.68万 | 新建仓 |
| IBDR | ISHARES TR | $25.88万 | 0.04% | 10,682 | 1,651 | 18.3% | $4.00万 | 加仓 |
| BA | BOEING CO | $25.86万 | 0.04% | 1,195 | 1,195 | — | $25.86万 | 新建仓 |
| HON | HONEYWELL INTL INC | $25.60万 | 0.04% | 1,112 | -1,217 | -52.3% | -$28.02万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $25.55万 | 0.04% | 4,062 | 4,062 | — | $25.55万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $24.78万 | 0.04% | 624 | 624 | — | $24.78万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $24.67万 | 0.04% | 685 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $24.59万 | 0.04% | 10,456 | 10,456 | — | $24.59万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $24.58万 | 0.04% | 1,112 | 1,112 | — | $24.58万 | 新建仓 |
| VLUE | ISHARES TR | $24.26万 | 0.04% | 1,214 | 1,214 | — | $24.26万 | 新建仓 |
| AIPO | TIDAL TRUST II | $24.16万 | 0.04% | 7,231 | 7,231 | — | $24.16万 | 新建仓 |
| WELL | WELLTOWER INC | $23.57万 | 0.04% | 1,039 | 22 | 2.2% | $4,992 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $23.56万 | 0.04% | 691 | 691 | — | $23.56万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $23.27万 | 0.04% | 2,648 | 2,648 | — | $23.27万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.83万 | 0.04% | 574 | 574 | — | $22.83万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.77万 | 0.04% | 618 | -26 | -4.0% | -$9,578 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.60万 | 0.04% | 455 | -149 | -24.7% | -$7.40万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.44万 | 0.04% | 8,550 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $22.26万 | 0.04% | 2,384 | 1 | 0.0% | $93 | 加仓 |
| VXUS | VANGUARD STAR FDS | $21.88万 | 0.04% | 2,560 | 2,560 | — | $21.88万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.54万 | 0.04% | 1,489 | 1,489 | — | $21.54万 | 新建仓 |
| SHEL | SHELL PLC | $21.21万 | 0.03% | 2,736 | 2,736 | — | $21.21万 | 新建仓 |
| PWR | QUANTA SVCS INC | $21.19万 | 0.03% | 294 | 294 | — | $21.19万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $20.93万 | 0.03% | 1,590 | 0 | 0.0% | — | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.82万 | 0.03% | 880 | 880 | — | $20.82万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.76万 | 0.03% | 4,813 | -510 | -9.6% | -$2.20万 | 重新持有 |
| AVSC | AMERICAN CENTY ETF TR | $20.71万 | 0.03% | 2,824 | 2,824 | — | $20.71万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.54万 | 0.03% | 10,870 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.23万 | 0.03% | 1,118 | 1,118 | — | $20.23万 | 新建仓 |
| — | TIGO ENERGY INC | $2.68万 | 0.00% | 11,512 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -7,690 | -100.0% | -$73.40万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$63.45万 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -11,749 | -100.0% | -$48.24万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -21,026 | -100.0% | -$39.95万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -4,115 | -100.0% | -$33.12万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,676 | -100.0% | -$25.05万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,297 | -100.0% | -$24.86万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -4,337 | -100.0% | -$22.92万 | 清仓 |