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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 149 项
建仓 19
增持 50
减持 62
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$2.2M
62,120
-19%
减持
VO
VANGUARD INDEX FDS
-$1.8M
99,221
-11%
减持
VOE
VANGUARD INDEX FDS
-$1.6M
48,263
-19%
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
AAPL
APPLE INC
+$1.3M
11,663
+156%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
32,694
-26%
减持
BSV
VANGUARD BD INDEX FDS
-$1.3M
62,096
-23%
减持
RODM
LATTICE STRATEGIES TR
-$1.2M
110,753
-33%
减持
IWB
ISHARES TR
-$1.0M
12,313
-31%
减持
IJR
ISHARES TR
-$981.2K
98,340
-11%
减持
VOT
VANGUARD INDEX FDS
-$903.1K
28,109
-21%
减持
IWM
ISHARES TR
-$822.9K
17,239
-23%
减持
EFG
ISHARES TR
-$780.9K
98,236
-18%
清仓
CNDT
CONDUENT INC
-$739.7K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$725.7K
7,315
-63%
减持
BIV
VANGUARD BD INDEX FDS
+$699.5K
362,118
-1%
增持
MSFT
MICROSOFT CORP
+$679.9K
4,872
+61%
增持
XLK
SELECT SECTOR SPDR TR
+$663.8K
22,836
+2%
减持
EFA
ISHARES TR
-$597.9K
7,166
-58%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$584.4K
484,222
-5%
减持
XLB
SELECT SECTOR SPDR TR
-$555.5K
8,239
-48%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$530.0K
37,258
-24%
减持
TIP
ISHARES TR
-$526.3K
54,768
-11%
增持
IAU
ISHARES GOLD TR
+$480.5K
149,264
+1%
增持
IVW
ISHARES TR
+$463.7K
69,785
+2%
减持
EEM
ISHARES TR
-$411.1K
16,206
-42%
减持
VTIP
VANGUARD MALVERN FDS
-$371.4K
54,623
-14%
增持
IJH
ISHARES TR
+$361.3K
16,991
+6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$358.8K
12,804
-26%
减持
IEMG
ISHARES INC
-$354.5K
74,006
-13%
减持
ISTB
ISHARES TR
-$335.3K
167,684
-6%
减持
IVV
ISHARES TR
-$330.5K
78,620
-7%
减持
IVE
ISHARES TR
-$301.8K
26,538
-11%
减持
VB
VANGUARD INDEX FDS
-$296.7K
14,737
-12%
清仓
SCHB
SCHWAB STRATEGIC TR
-$286.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$280.6K
20,869
-8%
增持
DSI
ISHARES TR
+$276.7K
42,145
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$251.8K
202,680
-6%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$224.9K
131,671
-5%
增持
ESGD
ISHARES TR
+$216.9K
35,356
+0%
减持
GLD
SPDR GOLD TR
+$212.1K
27,066
-3%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$191.6K
25,807
-17%
减持
VBK
VANGUARD INDEX FDS
-$182.9K
12,684
-13%
增持
IJK
ISHARES TR
+$177.2K
52,196
+0%
增持
AMAT
APPLIED MATLS INC
+$170.5K
3,331
+36%
减持
HYG
ISHARES TR
+$166.6K
88,493
-0%
增持
AMZN
AMAZON COM INC
+$166.3K
3,046
+72%
增持
XLV
SELECT SECTOR SPDR TR
+$164.7K
7,979
+25%
增持
JPM
JPMORGAN CHASE & CO
+$143.0K
4,015
+42%
清仓
RFDI
FIRST TR EXCH TRADED FD III
-$140.3K
0
-100%
减持
RWR
SPDR SER TR
-$133.5K
912
-63%
清仓
IWN
ISHARES TR
-$132.4K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$114.6K
45,340
-8%
建仓
GS
GOLDMAN SACHS GROUP INC
+$98.1K
300
增持
IJT
ISHARES TR
+$81.6K
12,637
+4%
增持
SYK
STRYKER CORPORATION
+$79.8K
830
+29%
减持
MXI
ISHARES TR
-$73.1K
1,151
-47%
减持
XLE
SELECT SECTOR SPDR TR
-$72.7K
1,125
-41%
减持
DTE
DTE ENERGY CO
-$71.6K
1,319
-28%
增持
T
AT&T INC
+$67.9K
6,264
+119%
减持
IWO
ISHARES TR
-$63.7K
1,708
-19%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$61.7K
5,875
-8%
减持
EFV
ISHARES TR
-$54.6K
53,272
-7%
清仓
IWD
ISHARES TR
-$53.8K
0
-100%
增持
ESGU
ISHARES TR
+$53.3K
5,329
+5%
减持
PFE
PFIZER INC
-$52.0K
4,365
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$49.8K
5,090
+0%
建仓
KO
COCA COLA CO
+$49.6K
800
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$49.4K
533
+84%
清仓
XLF
SELECT SECTOR SPDR TR
-$49.4K
0
-100%
建仓
—
THE LION ELECTRIC COMPANY
+$46.5K
25,000
减持
IWP
ISHARES TR
+$44.9K
11,012
-4%
增持
SO
SOUTHERN CO
+$43.2K
6,036
+14%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$41.5K
57,127
-6%
增持
EAGG
ISHARES TR
+$40.9K
22,298
+1%
清仓
SCHM
SCHWAB STRATEGIC TR
-$36.7K
0
-100%
增持
CSCO
CISCO SYS INC
+$36.5K
790
+690%
减持
ABT
ABBOTT LABS
-$36.3K
3,970
-1%
增持
INTC
INTEL CORP
+$33.3K
3,222
+18%
减持
GOOG
ALPHABET INC
-$33.2K
500
-48%
增持
DUK
DUKE ENERGY CORP NEW
+$33.2K
1,233
+48%
增持
ESML
ISHARES TR
+$30.8K
21,950
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$29.6K
2,109
+23%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$28.5K
12,362
-2%
建仓
TXN
TEXAS INSTRS INC
+$27.9K
150
建仓
—
ASML HOLDING N V
+$27.2K
40
建仓
SBUX
STARBUCKS CORP
+$26.0K
250
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$25.0K
400
增持
—
LAM RESEARCH CORP
+$25.0K
55
+450%
减持
IJS
ISHARES TR
+$23.7K
14,820
-1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$23.3K
600
增持
XLRE
SELECT SECTOR SPDR TR
+$21.2K
11,703
+4%
减持
SUSA
ISHARES TR
-$21.1K
1,045
-24%
减持
MCD
MCDONALDS CORP
+$19.7K
1,831
-2%
增持
RDOG
ALPS ETF TR
+$18.7K
14,301
+5%
减持
VAW
VANGUARD WORLD FDS
+$17.3K
3,095
-1%
增持
WBD
WARNER BROS DISCOVERY INC
+$16.3K
1,510
+119%
减持
HEFA
ISHARES TR
+$16.0K
17,167
-5%
减持
IEFA
ISHARES TR
+$15.8K
432,888
-8%
减持
GOOGL
ALPHABET INC
-$14.4K
1,689
-21%
增持
XLY
SELECT SECTOR SPDR TR
+$14.1K
656
+1%
减持
JNK
SPDR SER TR
-$14.0K
103
-61%
增持
YUMC
YUM CHINA HLDGS INC
+$11.7K
1,332
+0%
减持
IJJ
ISHARES TR
+$11.5K
37,633
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$10.3K
45,650
+5%
增持
ENB
ENBRIDGE INC
+$10.1K
1,525
+24%
减持
SCHF
SCHWAB STRATEGIC TR
+$10.0K
285,797
-7%
增持
DIS
DISNEY WALT CO
+$9.2K
673
+0%
增持
HAL
HALLIBURTON CO
-$8.5K
1,135
+1%
建仓
EFAX
SPDR INDEX SHS FDS
+$8.4K
228
增持
KHC
KRAFT HEINZ CO
+$7.7K
226
+769%
增持
PEP
PEPSICO INC
+$7.0K
3,604
+0%
增持
—
CEDAR FAIR L P
+$6.5K
1,395
+1%
建仓
ARKK
ARK ETF TR
+$5.8K
143
减持
AGG
ISHARES TR
+$5.7K
2,325
-0%
增持
IYR
ISHARES TR
+$5.4K
1,488
+4%
增持
YUM
YUM BRANDS INC
+$5.3K
1,250
+0%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$5.3K
207
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$4.6K
325
+1200%
增持
SLV
ISHARES SILVER TR
+$4.1K
646
+40%
增持
MO
ALTRIA GROUP INC
-$3.7K
3,861
+0%
减持
F
FORD MTR CO DEL
+$3.6K
3,981
-1%
建仓
LTRN
LANTERN PHARMA INC
+$3.5K
717
增持
PM
PHILIP MORRIS INTL INC
-$3.1K
900
+0%
清仓
GILD
GILEAD SCIENCES INC
-$3.1K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$2.9K
56
建仓
ATOM
ATOMERA INC
+$2.8K
445
增持
MMM
3M CO
-$2.7K
192
+1%
建仓
—
DLOCAL LTD
+$2.4K
150
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$1.8K
830
+100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$1.7K
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.5K
66
-16%
增持
CVX
CHEVRON CORP NEW
-$1.4K
87
+1%
建仓
XLC
SELECT SECTOR SPDR TR
+$1.2K
20
增持
SPYX
SPDR SER TR
+$1.1K
540
+200%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$948
0
-100%
减持
VTRS
VIATRIS INC
-$901
508
-2%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$833
31
减持
TSLA
TESLA INC
-$808
52
-45%
清仓
CRM
SALESFORCE INC
-$796
0
-100%
清仓
SRE
SEMPRA
-$773
0
-100%
建仓
—
ICAD INC
+$740
596
清仓
MRNA
MODERNA INC
-$718
0
-100%
清仓
—
MICRO FOCUS INTL PLC
-$713
0
-100%
建仓
—
ENDRA LIFE SCIENCES INC
+$623
272
增持
—
EXXON MOBIL CORP
-$526
2,304
+0%
清仓
TDOC
TELADOC HEALTH INC
-$331
0
-100%
清仓
—
SPLUNK INC
-$258
0
-100%
清仓
TPR
TAPESTRY INC
-$76
0
-100%
清仓
—
HORIZON GLOBAL CORP
-$18
0
-100%