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CRUX WEALTH ADVISORS 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CRUX WEALTH ADVISORS

报告期 2026-03-31 · CIK 0002054270

持仓数

181

前50大市值合计

$179.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BKAG BNY MELLON ETF TRUST

CORE BOND ETF

$13.6M

322,805

7.6%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$10.6M

108,630

5.9%

BKDV BNY MELLON ETF TRUST II

DYNAMIC VALUE

$10.2M

342,566

5.7%

BKLC BNY MELLON ETF TRUST

US LRG CP CORE

$8.6M

68,580

4.8%

NVDA NVIDIA CORPORATION

COM

$7.1M

40,652

4.0%

AMZN AMAZON COM INC

COM

$5.7M

27,212

3.2%

MSFT MICROSOFT CORP

COM

$5.4M

14,543

3.0%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$4.5M

66,497

2.5%

SPYX SPDR SERIES TRUST

STATE STREET SPD

$4.5M

85,514

2.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.5M

7,504

2.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.5M

9,292

2.5%

META META PLATFORMS INC

CL A

$4.4M

7,699

2.5%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$4.3M

49,501

2.4%

NULV NUSHARES ETF TR

NUVEEN ESG LRGVL

$3.7M

81,071

2.1%

BKCI BNY MELLON ETF TRUST

CONCENTRATED INT

$3.6M

72,992

2.0%

GOOG ALPHABET INC

CAP STK CL C

$3.3M

11,364

1.8%

NULG NUSHARES ETF TR

NUVEEN ESG LRGCP

$3.2M

35,697

1.8%

SCHW SCHWAB CHARLES CORP

COM

$3.2M

34,118

1.8%

GOOGL ALPHABET INC

CAP STK CL A

$3.2M

11,133

1.8%

EAGG ISHARES TR

ESG AWR US AGRGT

$3.2M

67,086

1.8%

ESGD ISHARES TR

ESG AW MSCI EAFE

$3.2M

33,149

1.8%

AAPL APPLE INC

COM

$3.0M

11,975

1.7%

JPM JPMORGAN CHASE & CO

COM

$3.0M

10,314

1.7%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$3.0M

31,948

1.7%

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$2.9M

139,231

1.6%

ESGE ISHARES INC

ESG AWR MSCI EM

$2.8M

60,711

1.5%

AMAT APPLIED MATLS INC

COM

$2.7M

8,018

1.5%

PM PHILIP MORRIS INTL INC

COM

$2.7M

16,556

1.5%

BKNG BOOKING HOLDINGS INC

COM

$2.7M

637

1.5%

BKHY BNY MELLON ETF TRUST

HIGH YIELD ETF

$2.6M

55,257

1.5%

CRCL CIRCLE INTERNET GROUP INC

COM CL A

$2.5M

26,326

1.4%

— EXXON MOBIL CORP

COM

$2.5M

14,605

1.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$2.4M

83,376

1.4%

HMOP HARTFORD FDS EXCHANGE TRADED

MUN OPORTUNITE

$2.4M

61,843

1.3%

V VISA INC

COM CL A

$2.2M

7,196

1.2%

SBND COLUMBIA ETF TR I

SHORT DURATION

$2.1M

114,077

1.2%

PTLC PACER FDS TR

TRENDP US LAR CP

$2.1M

40,814

1.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$2.1M

6,284

1.2%

COWG PACER FDS TR

US LRG CP CASH

$2.1M

62,494

1.2%

AVGO BROADCOM INC

COM

$2.0M

6,376

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.9M

5,867

1.0%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$1.8M

45,187

1.0%

COP CONOCOPHILLIPS

COM

$1.8M

13,691

1.0%

FNY FIRST TR EXCHANGE-TRADED ALP

MID CP GR ALPH

$1.7M

19,004

1.0%

TSLA TESLA INC

COM

$1.7M

4,528

0.9%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$1.7M

79,945

0.9%

ADI ANALOG DEVICES INC

COM

$1.7M

5,235

0.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.7M

3,788

0.9%

BKIE BNY MELLON ETF TRUST

INTERNATIONL EQT

$1.6M

17,074

0.9%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.6M

5,448

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

BKAG7.6%SPYG5.9%BKDV5.7%BKLC4.8%NVDA4.0%AMZN3.2%