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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
$179.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 50
减持 70
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BKAG
BNY MELLON ETF TRUST
+$5.4M
128,908
建仓
SPYG
SPDR SER TR
+$3.4M
41,704
建仓
BKLC
BNY MELLON ETF TRUST
+$3.0M
28,350
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。
建仓
BKDV
BNY MELLON ETF TRUST II
+$2.9M
115,494
减持
NVDA
NVIDIA CORPORATION
-$1.9M
45,539
-11%
减持
AVGO
BROADCOM INC
-$1.7M
12,554
-23%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.6M
51,297
-42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
7,952
+33%
建仓
BKCI
BNY MELLON ETF TRUST
+$1.3M
27,077
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.0M
19,255
-29%
增持
PM
PHILIP MORRIS INTL INC
+$922.3K
10,599
+68%
建仓
BKHY
BNY MELLON ETF TRUST
+$906.3K
19,027
减持
—
EATON CORP PLC
-$867.5K
5,138
-25%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$777.4K
30,168
-34%
减持
AAPL
APPLE INC
-$749.7K
16,598
-6%
减持
AMZN
AMAZON COM INC
-$748.4K
21,549
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
-$603.3K
3,302
-26%
增持
SCHW
SCHWAB CHARLES CORP
+$598.7K
23,615
+40%
减持
HD
HOME DEPOT INC
-$560.2K
3,335
-27%
减持
GOOGL
ALPHABET INC
-$529.2K
12,430
-4%
建仓
BKIE
BNY MELLON ETF TRUST
+$508.8K
6,577
增持
ELV
ELEVANCE HEALTH INC
+$482.2K
2,714
+43%
增持
MSFT
MICROSOFT CORP
-$478.1K
15,144
+4%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$477.6K
9,528
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$477.4K
9,430
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$477.2K
23,748
建仓
SBND
COLUMBIA ETF TR I
+$474.9K
25,547
减持
—
TRANE TECHNOLOGIES PLC
-$467.5K
2,137
-34%
增持
WFC
WELLS FARGO CO NEW
+$451.0K
15,954
+61%
减持
WMT
WALMART INC
-$449.1K
12,677
-27%
建仓
BKMC
BNY MELLON ETF TRUST
+$419.8K
4,390
建仓
BKSE
BNY MELLON ETF TRUST
+$417.8K
4,479
减持
MRK
MERCK & CO INC
-$408.5K
10,152
-23%
建仓
QBUF
INNOVATOR ETFS TRUST
+$405.0K
15,329
增持
—
UNILEVER PLC
+$401.1K
13,024
+97%
增持
COP
CONOCOPHILLIPS
+$392.8K
7,407
+91%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$391.3K
7,960
增持
—
EXXON MOBIL CORP
+$379.0K
11,507
+25%
减持
EMC
GLOBAL X FDS
-$371.4K
50,164
-22%
增持
NVS
NOVARTIS AG
+$370.2K
6,928
+68%
减持
VTI
VANGUARD INDEX FDS
-$370.1K
12,076
-5%
增持
KMX
CARMAX INC
+$368.3K
15,586
+51%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$340.3K
13,923
建仓
AMAT
APPLIED MATLS INC
+$339.4K
2,338
增持
EBAY
EBAY INC.
+$331.8K
10,336
+74%
增持
MCK
MCKESSON CORP
+$323.4K
912
+79%
减持
VXF
VANGUARD INDEX FDS
-$323.1K
10,452
-6%
增持
BDX
BECTON DICKINSON & CO
+$321.4K
2,617
+113%
建仓
ZALT
INNOVATOR ETFS TRUST
+$317.9K
10,677
清仓
FANG
DIAMONDBACK ENERGY INC
-$317.6K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$316.2K
5,533
增持
SNY
SANOFI
+$308.8K
11,130
+74%
减持
CRM
SALESFORCE INC
-$307.7K
3,988
-3%
增持
BNY
BANK NEW YORK MELLON CORP
+$304.0K
7,838
+70%
增持
IGIB
ISHARES TR
+$303.8K
39,921
+15%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$294.2K
6,772
减持
SCHG
SCHWAB STRATEGIC TR
-$293.8K
92,413
-1%
建仓
RTX
RTX CORPORATION
+$293.8K
2,218
清仓
RFEM
FIRST TR EXCH TRADED FD III
-$293.4K
0
-100%
建仓
BKEM
BNY MELLON ETF TRUST
+$293.4K
4,826
减持
AGG
ISHARES TR
-$288.2K
27,921
-11%
建仓
PEP
PEPSICO INC
+$285.8K
1,906
减持
SUSA
ISHARES TR
-$283.6K
30,647
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$280.7K
427
+26%
增持
GD
GENERAL DYNAMICS CORP
+$278.7K
2,256
+77%
减持
TJX
TJX COS INC NEW
-$277.8K
4,564
-34%
减持
JPM
JPMORGAN CHASE & CO.
-$275.4K
13,200
-10%
建仓
OMC
OMNICOM GROUP INC
+$273.5K
3,298
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$273.1K
3,001
-41%
减持
MOAT
VANECK ETF TRUST
-$270.1K
24,458
-6%
增持
—
MEDTRONIC PLC
+$256.7K
14,267
+11%
减持
—
CHUBB LIMITED
-$252.4K
3,729
-25%
减持
MPC
MARATHON PETE CORP
-$250.8K
6,628
-24%
清仓
DXCM
DEXCOM INC
-$245.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$236.8K
2,774
-36%
增持
GOOG
ALPHABET INC
+$226.9K
8,412
+47%
增持
META
META PLATFORMS INC
+$223.1K
6,331
+8%
减持
—
NXP SEMICONDUCTORS N V
-$222.4K
1,753
-34%
增持
EAGG
ISHARES TR
+$220.8K
27,972
+17%
清仓
NOW
SERVICENOW INC
-$212.0K
0
-100%
减持
V
VISA INC
+$205.5K
6,288
-1%
清仓
CSCO
CISCO SYS INC
-$204.0K
0
-100%
增持
MUB
ISHARES TR
+$201.6K
4,256
+83%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$199.8K
75,299
-6%
减持
IEFA
ISHARES TR
-$196.8K
3,573
-46%
减持
IQV
IQVIA HLDGS INC
-$196.3K
6,269
-5%
增持
MA
MASTERCARD INCORPORATED
+$191.3K
1,933
+17%
增持
—
CHECK POINT SOFTWARE TECH LT
+$190.6K
3,216
+11%
减持
BBY
BEST BUY INC
-$187.7K
4,709
-24%
减持
EW
EDWARDS LIFESCIENCES CORP
-$183.8K
4,057
-37%
减持
IVW
ISHARES TR
-$178.2K
12,312
-5%
增持
BAC
BANK AMERICA CORP
+$176.0K
13,637
+52%
减持
VUG
VANGUARD INDEX FDS
-$175.2K
3,980
-1%
减持
SPGI
S&P GLOBAL INC
-$173.5K
647
-36%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$171.4K
2,892
-36%
减持
—
JOHNSON CTLS INTL PLC
-$169.9K
5,937
-27%
增持
COR
CENCORA INC
+$169.0K
2,187
+12%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$160.8K
1,171
-39%
减持
EZM
WISDOMTREE TR
-$153.3K
41,570
-1%
增持
SBUX
STARBUCKS CORP
+$150.1K
8,326
+14%
增持
ORCL
ORACLE CORP
+$147.8K
8,499
+36%
减持
DRI
DARDEN RESTAURANTS INC
-$145.2K
3,200
-26%
增持
DDWM
WISDOMTREE TR
+$139.7K
25,545
+10%
减持
ALL
ALLSTATE CORP
-$135.6K
1,542
-35%
减持
CME
CME GROUP INC
-$129.4K
3,323
-24%
增持
GLD
SPDR GOLD TR
+$129.1K
1,926
+9%
减持
HAL
HALLIBURTON CO
-$127.7K
8,542
-33%
增持
CMCSA
COMCAST CORP NEW
+$126.8K
34,508
+13%
减持
—
STERIS PLC
-$123.7K
1,104
-39%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$122.9K
3,659
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$119.7K
16,797
-17%
减持
FISV
FISERV INC
-$117.6K
4,178
-17%
增持
QCOM
QUALCOMM INC
+$112.6K
3,692
+25%
减持
JNJ
JOHNSON & JOHNSON
-$111.0K
4,242
-25%
减持
APD
AIR PRODS & CHEMS INC
-$110.5K
4,016
-10%
减持
VO
VANGUARD INDEX FDS
-$109.4K
8,860
-3%
减持
NEE
NEXTERA ENERGY INC
-$105.9K
3,954
-27%
减持
UNP
UNION PAC CORP
-$102.9K
1,965
-21%
增持
DIS
DISNEY WALT CO
+$101.3K
7,761
+30%
增持
ADI
ANALOG DEVICES INC
+$99.5K
5,806
+15%
减持
XJH
ISHARES TR
-$97.5K
27,410
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$90.1K
13,767
-23%
增持
ADBE
ADOBE INC
+$89.7K
1,180
+45%
减持
EES
WISDOMTREE TR
-$88.3K
14,490
-2%
增持
TSLA
TESLA INC
-$87.2K
3,274
+41%
减持
DAL
DELTA AIR LINES INC DEL
-$86.7K
5,074
-0%
减持
DGRW
WISDOMTREE TR
-$85.6K
79,399
-0%
减持
IVV
ISHARES TR
-$81.7K
2,238
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$79.3K
11,562
+15%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$75.5K
32,935
-10%
减持
DVN
DEVON ENERGY CORP NEW
-$69.0K
13,774
-23%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$61.2K
7,374
+18%
减持
ANGL
VANECK ETF TRUST
-$59.9K
14,935
-13%
增持
ADSK
AUTODESK INC
+$54.0K
1,894
+27%
增持
VEEV
VEEVA SYS INC
+$52.6K
1,249
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$44.8K
1,295
-4%
增持
ECL
ECOLAB INC
+$44.3K
985
+12%
增持
SYK
STRYKER CORPORATION
+$43.3K
3,342
+0%
减持
IJR
ISHARES TR
-$42.1K
3,661
-1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$39.1K
14,993
-6%
清仓
—
SUNNOVA ENERGY INTL INC.
-$35.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$34.8K
1,810
-7%
减持
MGC
VANGUARD WORLD FD
-$34.4K
1,377
-6%
增持
SCHX
SCHWAB STRATEGIC TR
-$34.4K
33,361
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$33.3K
65,585
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$32.8K
6,519
+15%
增持
DE
DEERE & CO
+$32.6K
692
+0%
增持
STWD
STARWOOD PPTY TR INC
+$31.5K
24,344
+3%
增持
QQQ
INVESCO QQQ TR
-$27.1K
1,088
+4%
增持
DIVB
ISHARES TR
+$25.1K
10,949
+3%
