13F 机构持仓

Crusonia Wealth Advisors LLC

DENVER CO · SEC CIK 0002112003

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 8.9%
DFAI 6.4%
JCPB 5.5%
VCRB 3.6%
SPHQ 3.1%
FEX 3.0%
VTV 2.8%
AAPL 2.7%
QLTY 2.6%
UITB 2.5%

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%5,438 240.4% $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 7099.9% $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 1,65118.3% $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 00.0% — 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%1,039 222.2% $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 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $22.26万0.04%2,384 10.0% $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 00.0% — 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 00.0% — 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 00.0% — 不变
IEF ISHARES TR $00.00%0 -7,690-100.0% -$73.40万 清仓
AAPL APPLE INC 看跌期权 $00.00%0 -2,500-100.0% -$63.45万 清仓
IGOV ISHARES TR $00.00%0 -11,749-100.0% -$48.24万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -21,026-100.0% -$39.95万 清仓
SQQQ PROSHARES TR $00.00%0 -4,115-100.0% -$33.12万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -11,676-100.0% -$25.05万 清仓
NEM NEWMONT CORP $00.00%0 -2,297-100.0% -$24.86万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -4,337-100.0% -$22.92万 清仓