Crusonia Wealth Advisors LLC
DENVER CO · SEC CIK 0002112003
$4.85亿2026Q1 申报市值
194持仓数
44.9%前十大占比 · 第一大 9.3%
21 / 1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
VCRB 加仓+$493.23万
DFAI 加仓+$324.12万
DFUS 加仓+$289.45万
VUG 加仓+$229.19万
NVDA 加仓+$167.33万
2026Q1 卖出最多 按季末市值估算
UITB 减仓-$118.56万
SHV 减仓-$73.39万
PULS 减仓-$59.88万
JMUB 减仓-$38.53万
FDT 减仓-$30.31万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $4,499.25万 | 9.27% | 634,502 | 40,819 | 6.9% | $289.45万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,457.68万 | 7.13% | 887,494 | 83,193 | 10.3% | $324.12万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,068.48万 | 6.32% | 651,759 | 32,967 | 5.3% | $155.21万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,905.08万 | 3.93% | 246,198 | 63,741 | 34.9% | $493.23万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1,612.54万 | 3.32% | 132,254 | 167 | 0.1% | $2.04万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,511.91万 | 3.12% | 201,078 | 7,717 | 4.0% | $58.02万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,505.31万 | 3.10% | 320,164 | -25,216 | -7.3% | -$118.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,462.16万 | 3.01% | 74,524 | 4,231 | 6.0% | $83.01万 | 加仓 |
| QLTY | GMO ETF TRUST | $1,417.56万 | 2.92% | 391,806 | 18,433 | 4.9% | $66.69万 | 加仓 |
| AAPL | APPLE INC | $1,331.37万 | 2.74% | 52,460 | 1,245 | 2.4% | $31.60万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,210.16万 | 2.49% | 202,435 | -4,043 | -2.0% | -$24.17万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,135.68万 | 2.34% | 335,404 | 28,807 | 9.4% | $97.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,010.57万 | 2.08% | 38,583 | 1,504 | 4.1% | $39.39万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $881.77万 | 1.82% | 73,878 | 457 | 0.6% | $5.45万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $864.58万 | 1.78% | 198,025 | -591 | -0.3% | -$2.58万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $826.01万 | 1.70% | 27,989 | -656 | -2.3% | -$19.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $737.67万 | 1.52% | 16,888 | 5,247 | 45.1% | $229.19万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $712.07万 | 1.47% | 111,418 | 11,117 | 11.1% | $71.05万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $575.09万 | 1.19% | 115,271 | 28,878 | 33.4% | $144.07万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $520.49万 | 1.07% | 59,874 | -3,487 | -5.5% | -$30.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $519.57万 | 1.07% | 81,082 | 787 | 1.0% | $5.04万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $480.67万 | 0.99% | 101,130 | -614 | -0.6% | -$2.92万 | 减仓 |
| IEFA | ISHARES TR | $473.81万 | 0.98% | 52,338 | 239 | 0.5% | $2.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $443.36万 | 0.91% | 11,977 | 845 | 7.6% | $31.28万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $406.93万 | 0.84% | 59,597 | -2,408 | -3.9% | -$16.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $400.37万 | 0.83% | 6,700 | 482 | 7.8% | $28.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $376.47万 | 0.78% | 21,587 | 9,595 | 80.0% | $167.33万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $366.38万 | 0.76% | 73,688 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $353.48万 | 0.73% | 77,061 | -75 | -0.1% | -$3,440 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $347.78万 | 0.72% | 135,639 | 1,651 | 1.2% | $4.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $335.43万 | 0.69% | 7,000 | 154 | 2.2% | $7.38万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $316.67万 | 0.65% | 60,266 | 16,005 | 36.2% | $84.10万 | 加仓 |
| PEP | PEPSICO INC | $305.06万 | 0.63% | 19,645 | 451 | 2.3% | $7.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $292.95万 | 0.60% | 9,132 | -36 | -0.4% | -$1.15万 | 减仓 |
| V | VISA INC | $288.58万 | 0.59% | 9,548 | -219 | -2.2% | -$6.62万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $277.68万 | 0.57% | 96,719 | 145 | 0.2% | $4,163 | 加仓 |
| QQQ | INVESCO QQQ TR | $275.82万 | 0.57% | 4,779 | -61 | -1.3% | -$3.52万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $269.80万 | 0.56% | 29,086 | 33 | 0.1% | $3,061 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $255.00万 | 0.53% | 39,440 | -3,766 | -8.7% | -$24.35万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $247.24万 | 0.51% | 54,276 | -4,665 | -7.9% | -$21.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $246.44万 | 0.51% | 33,466 | -1,445 | -4.1% | -$10.64万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $245.83万 | 0.51% | 78,464 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $237.71万 | 0.49% | 22,394 | 6,745 | 43.1% | $71.60万 | 加仓 |
| IVW | ISHARES TR | $220.40万 | 0.45% | 19,486 | 1 | 0.0% | $113 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $218.57万 | 0.45% | 43,394 | 17,837 | 69.8% | $89.84万 | 加仓 |
| — | EXXON MOBIL CORP | $211.84万 | 0.44% | 12,486 | -708 | -5.4% | -$12.01万 | 减仓 |
| GOOGL | ALPHABET INC | $208.89万 | 0.43% | 7,264 | 578 | 8.6% | $16.62万 | 加仓 |
| IVV | ISHARES TR | $195.58万 | 0.40% | 2,994 | 11 | 0.4% | $7,186 | 加仓 |
| IVE | ISHARES TR | $193.07万 | 0.40% | 9,144 | 2 | 0.0% | $422 | 加仓 |
| SUB | ISHARES TR | $187.63万 | 0.39% | 17,618 | 2,536 | 16.8% | $27.01万 | 加仓 |
| PULS | PGIM ETF TR | $179.53万 | 0.37% | 36,269 | -12,097 | -25.0% | -$59.88万 | 减仓 |
| AMZN | AMAZON COM INC | $176.14万 | 0.36% | 8,457 | 1,027 | 13.8% | $21.39万 | 加仓 |
| GOOG | ALPHABET INC | $176.02万 | 0.36% | 6,136 | 148 | 2.5% | $4.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $165.23万 | 0.34% | 1,658 | 105 | 6.8% | $10.46万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $160.88万 | 0.33% | 37,095 | 70 | 0.2% | $3,036 | 加仓 |
| ITOT | ISHARES TR | $158.08万 | 0.33% | 11,099 | 459 | 4.3% | $6.54万 | 加仓 |
| IMTM | ISHARES TR | $155.09万 | 0.32% | 32,296 | 14,076 | 77.3% | $67.59万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $152.51万 | 0.31% | 21,818 | 49 | 0.2% | $3,425 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.06万 | 0.31% | 27,763 | -299 | -1.1% | -$1.62万 | 减仓 |
| IJT | ISHARES TR | $149.21万 | 0.31% | 10,311 | -5 | -0.0% | -$724 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $149.00万 | 0.31% | 5,065 | 178 | 3.6% | $5.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $146.19万 | 0.30% | 15,930 | 413 | 2.7% | $3.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $143.86万 | 0.30% | 2,212 | 1 | 0.0% | $650 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $143.42万 | 0.30% | 16,905 | 34 | 0.2% | $2,885 | 加仓 |
| COMT | ISHARES U S ETF TR | $136.37万 | 0.28% | 40,334 | -812 | -2.0% | -$2.75万 | 减仓 |
| IWD | ISHARES TR | $130.49万 | 0.27% | 6,107 | -55 | -0.9% | -$1.18万 | 减仓 |
| IJR | ISHARES TR | $128.27万 | 0.26% | 10,318 | -330 | -3.1% | -$4.10万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $122.43万 | 0.25% | 85,735 | 67,140 | 361.1% | $95.88万 | 加仓 |
| NFLX | NETFLIX INC. | $121.10万 | 0.25% | 12,595 | 3,790 | 43.0% | $36.44万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $119.28万 | 0.25% | 25,363 | 57 | 0.2% | $2,681 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $116.36万 | 0.24% | 1,925 | 1,096 | 132.2% | $66.25万 | 加仓 |
| TSLA | TESLA INC | $116.01万 | 0.24% | 3,121 | -588 | -15.9% | -$21.86万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $114.89万 | 0.24% | 7,000 | 58 | 0.8% | $9,520 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $106.12万 | 0.22% | 21,304 | -54 | -0.3% | -$2,690 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $105.51万 | 0.22% | 55,709 | 238 | 0.4% | $4,508 | 加仓 |
| MA | MASTERCARD INCORPORATED | $101.20万 | 0.21% | 2,025 | 32 | 1.6% | $1.60万 | 加仓 |
| EFA | ISHARES TR | $99.34万 | 0.20% | 10,228 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $94.24万 | 0.19% | 4,913 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $94.21万 | 0.19% | 1,024 | 80 | 8.5% | $7.36万 | 加仓 |
| AVGO | BROADCOM INC | $91.22万 | 0.19% | 2,947 | 8 | 0.3% | $2,476 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $90.21万 | 0.19% | 18,045 | -7,707 | -29.9% | -$38.53万 | 减仓 |
| VPU | VANGUARD WORLD FD | $88.94万 | 0.18% | 4,489 | 193 | 4.5% | $3.82万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $84.75万 | 0.17% | 30,430 | -222 | -0.7% | -$6,183 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.64万 | 0.17% | 3,463 | 168 | 5.1% | $4.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $84.31万 | 0.17% | 4,075 | 282 | 7.4% | $5.83万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $84.04万 | 0.17% | 28,055 | 14 | 0.0% | $419 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.99万 | 0.17% | 27,376 | 755 | 2.8% | $2.32万 | 加仓 |
| SUSL | ISHARES TR | $82.42万 | 0.17% | 7,255 | 905 | 14.3% | $10.28万 | 加仓 |
| SHV | ISHARES TR | $82.30万 | 0.17% | 7,455 | -6,648 | -47.1% | -$73.39万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $81.99万 | 0.17% | 7,401 | 170 | 2.4% | $1.88万 | 加仓 |
| PYLD | PIMCO ETF TR | $78.78万 | 0.16% | 30,067 | -304 | -1.0% | -$7,965 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $77.41万 | 0.16% | 28,766 | 26 | 0.1% | $700 | 加仓 |
| IJH | ISHARES TR | $75.17万 | 0.15% | 11,132 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $74.69万 | 0.15% | 5,503 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $73.40万 | 0.15% | 7,690 | 7,690 | — | $73.40万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $70.02万 | 0.14% | 19,370 | 19,370 | — | $70.02万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $67.63万 | 0.14% | 8,393 | -7 | -0.1% | -$564 | 减仓 |
| IJS | ISHARES TR | $67.50万 | 0.14% | 5,699 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $66.13万 | 0.14% | 13,960 | 2,230 | 19.0% | $10.56万 | 加仓 |
| META | META PLATFORMS INC | $65.38万 | 0.13% | 1,143 | 205 | 21.9% | $11.73万 | 加仓 |