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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 39
减持 72
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.4M
63,593
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$2.7M
130,823
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
30,872
+393%
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
PTLC
PACER FDS TR
+$2.1M
38,555
建仓
COWG
PACER FDS TR
+$2.1M
58,605
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.9M
42,655
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$1.7M
18,131
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.6M
74,702
增持
SPYG
SPDR SERIES TRUST
+$1.5M
104,059
+13%
增持
SBND
COLUMBIA ETF TR I
+$1.5M
105,750
+288%
建仓
AFMC
FIRST TR EXCHNG TRADED FD VI
+$1.4M
41,865
清仓
—
UNILEVER PLC
-$1.3M
0
-100%
建仓
UL
UNILEVER PLC
+$1.2M
19,092
减持
VTI
VANGUARD INDEX FDS
-$1.2M
6,235
-38%
增持
BKDV
BNY MELLON ETF TRUST II
+$873.6K
336,530
+5%
减持
MSFT
MICROSOFT CORP
-$872.2K
14,336
-5%
减持
GOOGL
ALPHABET INC
+$772.4K
12,928
-4%
减持
VXF
VANGUARD INDEX FDS
-$766.8K
4,579
-44%
减持
GOOG
ALPHABET INC
+$733.5K
11,542
-3%
清仓
SUSA
ISHARES TR
-$723.5K
0
-100%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$694.2K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$671.2K
12,366
-37%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$624.9K
2,627
-66%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$615.8K
32,353
-29%
减持
AGG
ISHARES TR
-$608.8K
8,851
-41%
增持
BKLC
BNY MELLON ETF TRUST
+$595.4K
65,371
+5%
减持
VIGI
VANGUARD WHITEHALL FDS
-$589.3K
7,150
-48%
清仓
FISV
FISERV INC
-$544.0K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$505.8K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$505.3K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$494.4K
0
-100%
增持
META
META PLATFORMS INC
-$491.8K
7,720
+1%
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$483.6K
0
-100%
减持
RODM
LATTICE STRATEGIES TR
-$473.6K
42,695
-26%
减持
UNH
UNITEDHEALTH GROUP INC
-$454.7K
836
-60%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$452.1K
0
-100%
建仓
DXCM
DEXCOM INC
+$449.5K
6,773
减持
EMC
GLOBAL X FDS
-$426.6K
8,528
-61%
减持
DGRW
WISDOMTREE TR
-$417.1K
50,143
-9%
减持
AMAT
APPLIED MATLS INC
+$416.3K
8,386
-1%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$395.4K
4,986
增持
ORCL
ORACLE CORP
-$392.9K
5,144
+4%
减持
EZM
WISDOMTREE TR
-$378.9K
24,477
-20%
增持
BKAG
BNY MELLON ETF TRUST
+$373.9K
315,824
+3%
减持
BKCI
BNY MELLON ETF TRUST
-$370.5K
70,522
-9%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
-$354.0K
15,844
-25%
建仓
SPYM
SPDR SERIES TRUST
+$344.8K
4,298
减持
ESGD
ISHARES TR
-$343.9K
33,404
-12%
增持
BKEM
BNY MELLON ETF TRUST
+$337.1K
19,177
+28%
增持
IQV
IQVIA HLDGS INC
+$325.3K
8,400
+2%
建仓
SLV
ISHARES SILVER TR
+$315.9K
4,904
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$305.1K
6,364
减持
NVDA
NVIDIA CORPORATION
-$299.8K
42,116
-4%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$292.1K
4,873
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$274.2K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$266.7K
10,457
-34%
增持
IVW
ISHARES TR
+$265.8K
6,942
+42%
建仓
EFAS
GLOBAL X FDS
+$258.0K
13,294
清仓
BIV
VANGUARD BD INDEX FDS
-$253.4K
0
-100%
减持
IGIB
ISHARES TR
-$247.0K
25,895
-15%
清仓
NFLX
NETFLIX INC
-$238.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$238.1K
25,168
-1%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$232.8K
11,612
增持
QBUF
INNOVATOR ETFS TRUST
+$228.9K
31,312
+30%
增持
WFC
WELLS FARGO CO NEW
+$228.8K
24,120
+0%
建仓
LEGR
FIRST TR EXCHANGE-TRADED FD
+$227.4K
3,822
建仓
DBEF
DBX ETF TR
+$222.7K
4,628
增持
GLD
SPDR GOLD TR
+$221.7K
2,991
+10%
建仓
RBUF
INNOVATOR ETFS TRUST
+$219.5K
7,557
清仓
CVX
CHEVRON CORP NEW
-$210.6K
0
-100%
增持
TSLA
TESLA INC
+$204.7K
4,823
+9%
清仓
—
NXP SEMICONDUCTORS N V
-$202.6K
0
-100%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$202.5K
4,947
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$202.4K
4,570
减持
—
EATON CORP PLC
-$199.9K
2,328
-7%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$195.7K
68,318
-7%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$174.5K
10,259
减持
MSI
MOTOROLA SOLUTIONS INC
-$171.7K
1,426
-9%
增持
RVNU
DBX ETF TR
+$167.9K
16,202
+74%
增持
BKHY
BNY MELLON ETF TRUST
+$156.2K
53,301
+8%
增持
KMX
CARMAX INC
-$153.9K
25,188
+0%
减持
VO
VANGUARD INDEX FDS
-$153.5K
5,844
-7%
减持
HD
HOME DEPOT INC
-$146.6K
1,257
-12%
减持
SCHW
SCHWAB CHARLES CORP
+$143.2K
34,558
-0%
减持
APD
AIR PRODS & CHEMS INC
-$140.5K
3,301
-6%
减持
ADI
ANALOG DEVICES INC
+$138.6K
6,341
-1%
增持
NULV
NUSHARES ETF TR
+$137.2K
81,275
+1%
减持
VEEV
VEEVA SYS INC
-$131.1K
1,738
-0%
减持
MPC
MARATHON PETE CORP
-$129.1K
2,745
-8%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$119.7K
4,555
-0%
增持
VOO
VANGUARD INDEX FDS
+$119.7K
7,612
+0%
减持
DDWM
WISDOMTREE TR
-$111.4K
10,916
-22%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$107.6K
20,079
-13%
减持
CRM
SALESFORCE INC
+$101.1K
4,273
-2%
减持
—
EXXON MOBIL CORP
+$99.5K
14,525
-1%
减持
NVS
NOVARTIS AG
+$97.4K
10,729
-0%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$96.7K
10,371
+13%
增持
ESGE
ISHARES INC
+$83.7K
61,190
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$81.6K
978
-11%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$78.3K
5,895
-25%
减持
BNY
BANK NEW YORK MELLON CORP
+$76.3K
12,081
-1%
减持
AAPL
APPLE INC
+$71.3K
12,006
-4%
减持
ADSK
AUTODESK INC
-$70.7K
2,591
-2%
增持
CMCSA
COMCAST CORP NEW
-$70.5K
47,098
+0%
减持
SYK
STRYKER CORPORATION
-$69.8K
3,361
-1%
减持
ABNB
AIRBNB INC
+$68.2K
5,573
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$67.6K
1,578
-6%
增持
MAS
MASCO CORP
+$65.3K
8,026
+27%
增持
DEO
DIAGEO PLC
-$62.2K
7,671
+1%
减持
MCK
MCKESSON CORP
+$61.2K
1,407
-1%
减持
BAC
BANK AMERICA CORP
+$59.9K
18,644
-0%
增持
—
CHECK POINT SOFTWARE TECH LT
+$59.6K
4,214
+21%
减持
SPYX
SPDR SERIES TRUST
+$58.8K
85,697
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$58.4K
581
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$55.6K
7,340
-6%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$54.0K
10,190
增持
RTX
RTX CORPORATION
+$53.7K
3,329
+0%
增持
BDX
BECTON DICKINSON & CO
+$52.8K
6,297
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$52.1K
6,222
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$51.0K
15,665
+1%
增持
ZALT
INNOVATOR ETFS TRUST
+$49.0K
12,757
+11%
增持
MUB
ISHARES TR
+$47.8K
6,478
+7%
减持
BKIE
BNY MELLON ETF TRUST
-$45.8K
18,165
-6%
减持
COR
CENCORA INC
+$43.0K
2,177
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$41.8K
92,185
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$38.5K
6,742
+1%
减持
MRK
MERCK & CO INC
+$37.9K
4,039
-12%
减持
MA
MASTERCARD INCORPORATED
-$34.7K
2,462
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$34.2K
1,300
-11%
减持
DIS
DISNEY WALT CO
-$33.6K
11,205
-2%
清仓
CDXS
CODEXIS INC
-$32.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$30.6K
1,219
+2%
减持
CME
CME GROUP INC
-$30.2K
1,293
-9%
减持
DRI
DARDEN RESTAURANTS INC
-$29.4K
1,279
-8%
减持
JPM
JPMORGAN CHASE & CO.
-$27.8K
10,773
-3%
增持
ARDX
ARDELYX INC
+$26.6K
30,973
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$26.3K
306
+1%
增持
EBAY
EBAY INC.
-$25.2K
7,225
+0%
减持
IWP
ISHARES TR
-$23.8K
1,692
-6%
减持
GD
GENERAL DYNAMICS CORP
-$23.7K
4,184
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
10,065
-0%
减持
COST
COSTCO WHSL CORP NEW
-$22.8K
234
-4%
减持
AVGO
BROADCOM INC
+$22.8K
6,877
-4%
增持
NUHY
NUSHARES ETF TR
+$21.4K
31,158
+4%
减持
ECL
ECOLAB INC
-$20.3K
1,322
-1%
减持
V
VISA INC
+$20.2K
7,128
-2%
减持
ANGL
VANECK ETF TRUST
-$20.0K
7,176
-8%
增持
SCHX
SCHWAB STRATEGIC TR
+$19.8K
30,547
+0%
减持
UNP
UNION PAC CORP
-$19.7K
950
-6%
增持
VOE
VANGUARD INDEX FDS
+$18.9K
4,156
+1%