小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 85
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$1.0M
43,705
-3%
增持
BKAG
BNY MELLON ETF TRUST
+$1.0M
305,438
+8%
减持
ORCL
ORACLE CORP
-$915.0K
4,962
-53%
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。
减持
GOOGL
ALPHABET INC
+$894.6K
13,468
-0%
增持
BKCI
BNY MELLON ETF TRUST
+$853.8K
77,774
+27%
增持
GOOG
ALPHABET INC
+$841.5K
11,860
+3%
减持
BKDV
BNY MELLON ETF TRUST II
-$839.7K
319,874
-13%
减持
SPYG
SPDR SERIES TRUST
+$796.5K
91,941
-1%
增持
BKLC
BNY MELLON ETF TRUST
+$793.3K
61,965
+2%
增持
TSLA
TESLA INC
+$738.8K
4,417
+14%
增持
ESGD
ISHARES TR
+$641.7K
37,860
+17%
增持
OMC
OMNICOM GROUP INC
+$610.3K
12,956
+109%
减持
AAPL
APPLE INC
+$578.3K
12,538
-2%
增持
AMZN
AMAZON COM INC
+$527.8K
25,373
+10%
增持
MSFT
MICROSOFT CORP
+$467.2K
15,070
+2%
增持
KMX
CARMAX INC
-$446.1K
25,121
+7%
建仓
MAS
MASCO CORP
+$444.0K
6,308
增持
SCHW
SCHWAB CHARLES CORP
+$442.6K
34,666
+10%
增持
SPYX
SPDR SERIES TRUST
+$422.0K
86,719
+2%
增持
BKIE
BNY MELLON ETF TRUST
+$421.7K
19,287
+27%
增持
AVGO
BROADCOM INC
+$405.4K
7,146
+1%
增持
IQV
IQVIA HLDGS INC
+$363.5K
8,256
+8%
增持
AMAT
APPLIED MATLS INC
+$360.8K
8,492
+13%
增持
VOO
VANGUARD INDEX FDS
+$359.8K
7,600
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$339.6K
10,109
+4%
增持
GD
GENERAL DYNAMICS CORP
+$327.7K
4,200
+11%
增持
ESGE
ISHARES INC
+$297.4K
60,320
+2%
增持
BDX
BECTON DICKINSON & CO
+$295.2K
6,248
+23%
增持
GLD
SPDR GOLD TR
+$293.1K
2,711
+23%
增持
BNY
BANK NEW YORK MELLON CORP
+$282.1K
12,171
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$273.2K
7,787
-7%
减持
JPM
JPMORGAN CHASE & CO.
+$272.5K
11,093
-0%
减持
NULV
NUSHARES ETF TR
-$263.0K
80,412
-11%
建仓
BIV
VANGUARD BD INDEX FDS
+$253.4K
3,245
减持
SCHG
SCHWAB STRATEGIC TR
+$249.5K
92,927
-0%
建仓
RVNU
DBX ETF TR
+$229.7K
9,312
清仓
MSTR
MICROSTRATEGY INC
-$225.6K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$225.1K
0
-100%
增持
NULG
NUSHARES ETF TR
+$224.9K
34,806
+1%
减持
VTI
VANGUARD INDEX FDS
+$221.9K
10,041
-1%
建仓
CVX
CHEVRON CORP NEW
+$210.6K
1,356
清仓
BND
VANGUARD BD INDEX FDS
-$210.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$209.5K
1,909
+47%
增持
BKEM
BNY MELLON ETF TRUST
+$209.2K
14,956
+13%
清仓
NOW
SERVICENOW INC
-$205.6K
0
-100%
增持
COP
CONOCOPHILLIPS
+$205.3K
13,395
+13%
建仓
VB
VANGUARD INDEX FDS
+$204.3K
803
清仓
XJH
ISHARES TR
-$201.9K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$201.2K
24,090
+6%
增持
BKHY
BNY MELLON ETF TRUST
+$187.0K
49,403
+8%
减持
AGG
ISHARES TR
-$185.3K
14,891
-12%
增持
—
MEDTRONIC PLC
+$185.1K
15,725
+4%
减持
FISV
FISERV INC
-$184.6K
4,219
-0%
减持
CRM
SALESFORCE INC
-$182.3K
4,350
-2%
增持
META
META PLATFORMS INC
+$182.0K
7,609
+4%
增持
EAGG
ISHARES TR
+$176.7K
66,363
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$171.9K
7,411
+71%
减持
DGRW
WISDOMTREE TR
+$170.2K
55,096
-2%
增持
CMCSA
COMCAST CORP NEW
+$159.4K
47,047
+27%
减持
VUG
VANGUARD INDEX FDS
+$156.0K
3,919
-0%
增持
NVS
NOVARTIS AG
+$154.0K
10,775
+6%
增持
MCK
MCKESSON CORP
+$135.0K
1,415
+8%
增持
—
EXXON MOBIL CORP
+$129.7K
14,620
+4%
增持
QBUF
INNOVATOR ETFS TRUST
+$129.3K
24,001
+18%
增持
BKSE
BNY MELLON ETF TRUST
+$128.7K
5,882
+13%
减持
IGIB
ISHARES TR
-$127.8K
30,361
-9%
减持
MCD
MCDONALDS CORP
-$125.9K
1,008
-32%
增持
VIGI
VANGUARD WHITEHALL FDS
+$123.6K
13,880
+12%
增持
MA
MASTERCARD INCORPORATED
+$118.0K
2,532
+8%
减持
EZM
WISDOMTREE TR
+$117.6K
30,557
-0%
增持
ADI
ANALOG DEVICES INC
+$114.7K
6,435
+4%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$112.9K
4,572
+12%
增持
QQQ
INVESCO QQQ TR
+$110.8K
1,197
+9%
减持
EBAY
EBAY INC.
-$109.0K
7,196
-30%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.0K
2,116
+6%
增持
BKMC
BNY MELLON ETF TRUST
+$105.2K
5,767
+13%
增持
RTX
RTX CORPORATION
+$105.0K
3,327
+8%
增持
IVV
ISHARES TR
+$100.9K
1,860
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$97.3K
6,688
+2%
减持
VXF
VANGUARD INDEX FDS
+$87.5K
8,237
-3%
增持
QCOM
QUALCOMM INC
+$82.0K
5,179
+6%
减持
HD
HOME DEPOT INC
-$79.2K
1,429
-20%
减持
BAC
BANK AMERICA CORP
+$75.7K
18,715
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$75.1K
934
-18%
增持
SYK
STRYKER CORPORATION
-$74.4K
3,384
+1%
增持
—
UNILEVER PLC
+$74.1K
21,387
+10%
减持
MPC
MARATHON PETE CORP
+$72.3K
2,986
-1%
减持
DRI
DARDEN RESTAURANTS INC
-$70.5K
1,391
-10%
增持
ADSK
AUTODESK INC
+$66.9K
2,637
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.7K
1,671
+16%
增持
MUB
ISHARES TR
+$65.4K
6,066
+9%
减持
—
CHUBB LIMITED
-$62.4K
1,534
-10%
减持
TOTL
SSGA ACTIVE ETF TR
-$62.3K
13,281
-11%
增持
COR
CENCORA INC
+$62.3K
2,216
+5%
减持
SUSA
ISHARES TR
-$59.9K
5,334
-14%
减持
—
TRANE TECHNOLOGIES PLC
-$59.9K
1,095
-8%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$58.3K
15,629
-9%
增持
PEP
PEPSICO INC
+$57.7K
3,233
+8%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$57.4K
73,585
+0%
增持
—
EATON CORP PLC
+$55.6K
2,515
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$55.6K
1,571
-0%
减持
ANGL
VANECK ETF TRUST
-$53.9K
7,761
-20%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$53.0K
7,824
+14%
增持
WMT
WALMART INC
+$52.2K
6,343
+3%
增持
VEEV
VEEVA SYS INC
+$51.6K
1,742
+7%
减持
CME
CME GROUP INC
-$49.9K
1,419
-10%
增持
V
VISA INC
+$47.2K
7,263
+6%
增持
ARDX
ARDELYX INC
+$46.6K
27,938
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$46.2K
1,453
-8%
增持
VOE
VANGUARD INDEX FDS
+$45.2K
4,114
+1%
减持
VO
VANGUARD INDEX FDS
+$40.5K
6,297
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$38.8K
5,541
-19%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$38.7K
15,480
-1%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
+$37.8K
23,129
-2%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$37.5K
7,622
-5%
增持
SNY
SANOFI SA
+$36.5K
19,017
+7%
减持
MOAT
VANECK ETF TRUST
+$36.4K
19,694
-4%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
-$35.2K
21,226
-10%
增持
PM
PHILIP MORRIS INTL INC
-$33.8K
16,173
+11%
增持
MRK
MERCK & CO INC
+$33.8K
4,613
+3%
增持
SBUX
STARBUCKS CORP
-$33.6K
11,467
+5%
建仓
CDXS
CODEXIS INC
+$32.7K
13,413
增持
DE
DEERE & CO
-$32.2K
648
+0%
减持
RODM
LATTICE STRATEGIES TR
+$30.9K
57,768
-3%
减持
JNJ
JOHNSON & JOHNSON
+$30.6K
1,768
-9%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$30.1K
45,559
-2%
增持
SBND
COLUMBIA ETF TR I
+$29.7K
27,240
+5%
减持
DDWM
WISDOMTREE TR
+$29.3K
14,035
-0%
增持
IUSG
ISHARES TR
+$29.0K
2,016
+0%
减持
TJX
TJX COS INC NEW
+$28.7K
2,479
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$28.1K
304
+0%
增持
ECL
ECOLAB INC
+$26.5K
1,341
+6%
增持
APD
AIR PRODS & CHEMS INC
-$26.1K
3,505
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$25.5K
9,080
+5%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$25.3K
9,143
-1%
增持
DIS
DISNEY WALT CO
-$25.1K
11,427
+6%
增持
NUHY
NUSHARES ETF TR
+$24.8K
29,923
+4%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$22.4K
10,068
+4%
增持
IWP
ISHARES TR
+$22.4K
1,794
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$21.9K
9,961
+4%
减持
MGC
VANGUARD WORLD FD
+$21.7K
1,379
-2%
增持
BKNG
BOOKING HOLDINGS INC
-$21.6K
587
+7%
减持
IJR
ISHARES TR
+$17.9K
3,506
-4%
减持
IVW
ISHARES TR
+$17.7K
4,886
-6%
减持
EES
WISDOMTREE TR
+$17.1K
4,855
-3%
增持
VCEB
VANGUARD WORLD FD
+$16.3K
5,843
+3%
增持
—
JOHNSON CTLS INTL PLC
+$15.7K
2,570
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$15.5K
30,456
-9%
增持
ADBE
ADOBE INC
-$15.1K
1,940
+7%
减持
EMC
GLOBAL X FDS
+$12.5K
22,107
-4%
