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Cranbrook Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cranbrook Wealth Management, LLC
报告期 2026-03-31 · CIK 0001599084
持仓数
385
前50大市值合计
$437.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 147 项
建仓 1
增持 27
减持 85
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$4.6M
84,979
-18%
增持
BIV
VANGUARD BD INDEX FDS
+$3.7M
364,498
+14%
减持
VO
VANGUARD INDEX FDS
-$3.4M
111,623
-20%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHF
SCHWAB STRATEGIC TR
+$3.1M
308,468
+28%
减持
TIP
ISHARES TR
-$2.6M
61,673
-30%
减持
ISTB
ISHARES TR
-$2.0M
177,485
-20%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.7M
19,533
-60%
增持
VV
VANGUARD INDEX FDS
+$1.6M
49,280
+16%
减持
RODM
LATTICE STRATEGIES TR
-$1.6M
164,675
-37%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.6M
48,798
-40%
减持
VUG
VANGUARD INDEX FDS
-$1.5M
44,410
-13%
减持
EFA
ISHARES TR
-$1.2M
16,917
-59%
减持
IWB
ISHARES TR
-$1.2M
17,948
-29%
减持
IVW
ISHARES TR
-$1.2M
68,289
-23%
减持
IVE
ISHARES TR
-$1.1M
29,842
-29%
减持
IEMG
ISHARES INC
-$983.8K
84,908
-26%
清仓
CASH
PATHWARD FINANCIAL INC
-$947.0K
0
-100%
减持
IJR
ISHARES TR
-$740.3K
110,848
-14%
减持
EFG
ISHARES TR
+$655.7K
119,194
-7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$573.3K
17,248
-39%
减持
RWR
SPDR SER TR
-$523.5K
2,461
-72%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$513.5K
511,755
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$507.1K
216,524
-0%
减持
XLB
SELECT SECTOR SPDR TR
-$498.0K
15,706
-38%
清仓
SCHP
SCHWAB STRATEGIC TR
-$486.0K
0
-100%
增持
IJH
ISHARES TR
+$458.2K
16,078
+3%
减持
EEM
ISHARES TR
-$421.4K
27,719
-34%
清仓
MGC
VANGUARD WORLD FD
-$419.0K
0
-100%
减持
IEFA
ISHARES TR
-$403.2K
469,221
-16%
减持
VOE
VANGUARD INDEX FDS
+$398.9K
59,316
-5%
减持
IJJ
ISHARES TR
-$394.9K
38,255
-19%
减持
GLD
SPDR GOLD TR
+$356.0K
27,983
-1%
减持
IJK
ISHARES TR
-$353.7K
52,055
-16%
减持
VTV
VANGUARD INDEX FDS
+$350.1K
76,577
-9%
增持
ESGD
ISHARES TR
+$345.1K
35,338
+0%
减持
VB
VANGUARD INDEX FDS
-$344.7K
16,837
-16%
减持
IAU
ISHARES GOLD TR
+$339.5K
147,368
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$305.0K
6,382
-55%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$251.3K
138,634
-5%
减持
IJS
ISHARES TR
-$218.7K
14,930
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$214.6K
22,377
+3%
增持
DSI
ISHARES TR
+$206.2K
41,930
+0%
减持
IJT
ISHARES TR
-$205.3K
12,101
-19%
减持
VBR
VANGUARD INDEX FDS
+$201.8K
22,631
-4%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$188.0K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
+$175.7K
43,684
-1%
减持
RFDI
FIRST TR EXCH TRADED FD III
-$167.7K
2,639
-60%
减持
HYG
ISHARES TR
-$163.9K
88,539
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$149.1K
1,897
-57%
清仓
CODI
COMPASS DIVERSIFIED
-$148.0K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$126.5K
63,873
-1%
减持
EFV
ISHARES TR
-$121.1K
57,539
-20%
减持
IWM
ISHARES TR
+$115.3K
22,358
-3%
减持
VNQ
VANGUARD INDEX FDS
-$105.1K
3,382
-29%
减持
IWD
ISHARES TR
-$97.2K
355
-68%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$95.1K
5,089
-3%
减持
AMZN
AMAZON COM INC
-$91.7K
1,766
-17%
清仓
VTEB
VANGUARD MUN BD FDS
-$88.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$83.3K
2,451
-38%
减持
VOT
VANGUARD INDEX FDS
+$82.2K
35,498
-4%
减持
XLV
SELECT SECTOR SPDR TR
+$81.2K
6,391
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$80.9K
60,494
-10%
减持
JPM
JPMORGAN CHASE & CO
+$80.2K
2,835
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$80.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$77.8K
3,370
-1%
增持
ESGU
ISHARES TR
+$72.8K
5,059
+13%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$71.3K
31,272
-7%
增持
VAW
VANGUARD WORLD FDS
+$69.1K
3,132
+0%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$69.0K
0
-100%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$69.0K
0
-100%
增持
SPTI
SPDR SER TR
+$64.3K
23,628
+10%
清仓
SRLN
SSGA ACTIVE ETF TR
-$58.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$55.7K
80,323
+0%
减持
JNJ
JOHNSON & JOHNSON
-$55.0K
1,806
-21%
减持
VDE
VANGUARD WORLD FDS
-$54.9K
42
-93%
清仓
WOOD
ISHARES TR
-$54.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$53.2K
2,296
+0%
增持
ESML
ISHARES TR
+$52.3K
21,755
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$51.5K
12,615
-4%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$51.0K
0
-100%
减持
IWP
ISHARES TR
+$50.8K
11,456
-1%
建仓
BFLY
BUTTERFLY NETWORK INC
+$49.2K
20,000
增持
EAGG
ISHARES TR
+$48.8K
22,053
+4%
减持
GOOGL
ALPHABET INC
-$43.4K
2,149
-12%
减持
GOOG
ALPHABET INC
-$42.8K
960
-28%
清仓
LQD
ISHARES TR
-$42.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$41.0K
0
-100%
增持
XLRE
SELECT SECTOR SPDR TR
+$40.3K
11,272
+8%
增持
AAPL
APPLE INC
-$37.8K
4,558
+0%
减持
VBK
VANGUARD INDEX FDS
-$34.3K
14,599
-4%
增持
RDOG
ALPS ETF TR
+$33.7K
13,629
+11%
减持
PFE
PFIZER INC
+$31.1K
4,490
-1%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$30.0K
0
-100%
减持
JNK
SPDR SER TR
-$28.4K
262
-56%
增持
YUM
YUM BRANDS INC
+$27.8K
1,248
+0%
清仓
SON
SONOCO PRODS CO
-$25.0K
0
-100%
减持
AGG
ISHARES TR
-$23.0K
2,330
-10%
增持
ESGE
ISHARES INC
+$22.8K
9,038
+1%
减持
ED
CONSOLIDATED EDISON INC
-$21.4K
1,832
-20%
减持
HD
HOME DEPOT INC
+$20.9K
1,212
-8%
清仓
GWX
SPDR INDEX SHS FDS
-$19.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$17.7K
294
-70%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.5K
6,365
-9%
减持
MSFT
MICROSOFT CORP
-$17.2K
3,022
-5%
减持
BAC
BANK AMERICA CORP
-$16.7K
2,002
-27%
增持
HAL
HALLIBURTON CO
+$16.4K
1,129
+0%
减持
PM
PHILIP MORRIS INTL INC
+$15.7K
896
-1%
减持
IYM
ISHARES TR
+$14.1K
1,155
-4%
清仓
TMUS
T-MOBILE US INC
-$14.0K
0
-100%
减持
—
AON PLC
-$10.1K
43
-51%
清仓
GNMA
ISHARES TR
-$10.0K
0
-100%
清仓
IWF
ISHARES TR
-$10.0K
0
-100%
增持
YUMC
YUM CHINA HLDGS INC
+$9.8K
1,331
+0%
减持
T
AT&T INC
-$9.3K
2,864
-30%
增持
SUSA
ISHARES TR
+$8.8K
1,370
+0%
增持
MS
MORGAN STANLEY
+$8.1K
1,425
+0%
减持
DTM
DT MIDSTREAM INC
-$7.1K
469
-27%
减持
PG
PROCTER AND GAMBLE CO
-$6.6K
352
-26%
减持
MXI
ISHARES TR
-$6.5K
2,154
-17%
减持
SCHM
SCHWAB STRATEGIC TR
-$6.3K
559
-21%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$6.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$5.4K
85
-18%
减持
IVT
INVENTRUST PPTYS CORP
-$5.0K
591
-32%
清仓
A
AGILENT TECHNOLOGIES INC
-$5.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$5.0K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$4.5K
688
-30%
减持
MO
ALTRIA GROUP INC
-$4.0K
3,849
-14%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$3.5K
28
-33%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$2.5K
105
-19%
增持
MMM
3M CO
+$1.8K
190
+1%
减持
VTRS
VIATRIS INC
+$1.8K
520
-1%
增持
FDX
FEDEX CORP
+$1.4K
43
+2%
清仓
—
ROCKWELL MED INC
-$1.0K
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$1.0K
0
-100%
清仓
—
CANOPY GROWTH CORP
-$1.0K
0
-100%
减持
KD
KYNDRYL HLDGS INC
+$937
444
-6%
增持
—
CEDAR FAIR L P
+$273
1,385
+1%
减持
—
LIBERTY MEDIA CORP DEL
-$218
264
-0%
增持
IEP
ICAHN ENTERPRISES LP
+$93
160
+4%
清仓
—
QURATE RETAIL INC
+$0
0
-100%
清仓
LBRDK
LIBERTY BROADBAND CORP
+$0
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
+$0
0
-100%
清仓
—
LIONS GATE ENTMNT CORP
+$0
0
-100%
清仓
—
LIBERTY GLOBAL PLC
+$0
0
-100%
清仓
—
LIBERTY GLOBAL PLC
+$0
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
+$0
0
-100%