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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 59
减持 66
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
CRCL
CIRCLE INTERNET GROUP INC
+$2.1M
26,326
+428%
增持
MSFT
MICROSOFT CORP
-$1.5M
14,543
+1%
清仓
BAC
BANK AMERICA CORP
-$1.0M
0
-100%
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。
清仓
KMX
CARMAX INC
-$973.2K
0
-100%
减持
GOOGL
ALPHABET INC
-$845.1K
11,133
-14%
建仓
—
AON PLC
+$780.8K
2,419
减持
NVDA
NVIDIA CORPORATION
-$764.9K
40,652
-3%
减持
WFC
WELLS FARGO & CO
-$759.0K
18,704
-22%
增持
—
EXXON MOBIL CORP
+$730.0K
14,605
+1%
建仓
—
AMRIZE LTD
+$664.5K
11,862
清仓
DEO
DIAGEO PLC
-$661.8K
0
-100%
清仓
EBAY
EBAY INC.
-$629.3K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$607.0K
5,198
+300%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$606.4K
9,292
-8%
减持
AMAT
APPLIED MATLS INC
+$585.5K
8,018
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$578.3K
83,376
-10%
增持
COP
CONOCOPHILLIPS
+$537.4K
13,691
+1%
建仓
—
ACCENTURE PLC IRELAND
+$514.2K
2,593
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$496.4K
1,010
减持
TSLA
TESLA INC
-$485.7K
4,528
-6%
减持
IQV
IQVIA HLDGS INC
-$478.0K
8,300
-1%
增持
SPYG
SPDR SERIES TRUST
-$467.1K
108,630
+4%
建仓
FERG
FERGUSON ENTERPRISES INC
+$464.9K
1,993
增持
META
META PLATFORMS INC
-$462.6K
8,099
+5%
减持
IVW
ISHARES TR
-$462.3K
3,478
-50%
减持
JPM
JPMORGAN CHASE & CO
-$437.4K
10,314
-4%
建仓
UBER
UBER TECHNOLOGIES INC
+$432.4K
6,012
增持
BKNG
BOOKING HOLDINGS INC
-$428.1K
637
+10%
减持
AVGO
BROADCOM INC
-$406.9K
6,376
-7%
增持
BKDV
BNY MELLON ETF TRUST II
+$394.4K
342,566
+2%
减持
GOOG
ALPHABET INC
-$362.2K
11,364
-2%
清仓
FLMI
FRANKLIN TEMPLETON ETF TR
-$358.1K
0
-100%
减持
CRM
SALESFORCE INC
-$350.6K
4,186
-2%
增持
MUB
ISHARES TR
+$338.8K
9,728
+50%
增持
SYK
STRYKER CORPORATION
+$327.7K
4,592
+37%
增持
V
VISA INC
-$324.9K
7,196
+1%
清仓
SLV
ISHARES SILVER TR
-$315.9K
0
-100%
减持
GLD
SPDR GOLD TR
-$304.1K
2,048
-32%
减持
ORCL
ORACLE CORP
-$302.1K
4,762
-7%
减持
VOO
VANGUARD INDEX FDS
-$289.7K
7,504
-1%
建仓
PFEB
INNOVATOR ETFS TRUST
+$284.3K
7,091
减持
SPYX
SPDR SERIES TRUST
-$280.5K
85,514
-0%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$276.1K
61,843
-9%
建仓
HEDJ
WISDOMTREE TR
+$262.5K
5,020
建仓
NOW
SERVICENOW INC
+$261.4K
2,500
清仓
EFAS
GLOBAL X FDS
-$258.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$249.7K
2,314
-6%
建仓
DVN
DEVON ENERGY CORP NEW
+$248.3K
4,935
减持
SCHW
SCHWAB CHARLES CORP
-$246.3K
34,118
-1%
建仓
EALT
INNOVATOR ETFS TRUST
+$241.6K
7,194
增持
BKAG
BNY MELLON ETF TRUST
+$236.8K
322,805
+2%
增持
NULG
NUSHARES ETF TR
-$233.9K
35,697
+0%
建仓
CVX
CHEVRON CORPORATION
+$228.2K
1,103
减持
AAPL
APPLE INC
-$224.7K
11,975
-0%
减持
DIS
DISNEY WALT CO
-$219.9K
10,945
-2%
减持
QCOM
QUALCOMM INC
-$218.1K
5,104
-0%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$217.2K
4,713
+3%
减持
MPC
MARATHON PETE CORP
+$216.0K
2,713
-1%
减持
ADBE
ADOBE INC
-$208.9K
1,899
-1%
减持
VUG
VANGUARD INDEX FDS
-$208.0K
3,788
-1%
减持
VTI
VANGUARD INDEX FDS
-$207.9K
5,867
-6%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$207.3K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$203.6K
0
-100%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$202.5K
0
-100%
清仓
DOCT
FIRST TR EXCHNG TRADED FD VI
-$202.4K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$200.8K
524
建仓
KFEB
INNOVATOR ETFS TRUST
+$200.4K
7,135
减持
XLK
SELECT SECTOR SPDR TR
-$198.7K
2,605
-31%
减持
XLF
SELECT SECTOR SPDR TR
-$190.4K
4,392
-41%
减持
MOAT
VANECK ETF TRUST
-$185.3K
11,327
-8%
增持
—
CHECK POINT SOFTWARE TECH LT
-$177.6K
4,231
+0%
减持
EZM
WISDOMTREE TR
-$164.0K
21,885
-11%
减持
ADSK
AUTODESK INC
-$156.0K
2,552
-2%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$152.6K
139,231
+6%
增持
UL
UNILEVER PLC
-$142.0K
19,424
+2%
增持
AMZN
AMAZON COM INC
-$141.9K
27,212
+8%
增持
SBND
COLUMBIA ETF TR I
+$141.6K
114,077
+8%
减持
DGRW
WISDOMTREE TR
-$136.1K
49,501
-1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$133.5K
3,267
-1%
减持
VO
VANGUARD INDEX FDS
-$131.6K
5,448
-7%
增持
BDX
BECTON DICKINSON & CO
-$129.5K
6,949
+10%
减持
VXF
VANGUARD INDEX FDS
-$124.9K
4,046
-12%
增持
—
MEDTRONIC PLC
-$123.8K
15,785
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$122.6K
66,497
+5%
增持
AFMC
FIRST TR EXCHNG TRADED FD VI
+$120.5K
44,040
+5%
增持
QBUF
INNOVATOR ETFS TRUST
+$116.8K
35,423
+13%
减持
IVV
ISHARES TR
-$116.1K
1,727
-5%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$107.4K
31,948
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$106.7K
6,284
-14%
减持
DDWM
WISDOMTREE TR
-$101.9K
8,466
-22%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$99.8K
7,111
+21%
增持
PM
PHILIP MORRIS INTL INC
+$99.8K
16,556
+1%
增持
DBEF
DBX ETF TR
+$95.3K
6,437
+39%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$89.7K
79,945
+7%
增持
ZALT
INNOVATOR ETFS TRUST
+$89.2K
15,548
+22%
减持
BKIE
BNY MELLON ETF TRUST
-$86.2K
17,074
-6%
减持
VEEV
VEEVA SYS INC
-$85.2K
1,723
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$80.8K
45,187
+6%
减持
VIGI
VANGUARD WHITEHALL FDS
-$75.9K
6,534
-9%
减持
ABNB
AIRBNB INC
-$73.4K
5,408
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$72.0K
6,483
+4%
减持
COR
CENCORA INC
-$70.7K
2,116
-3%
减持
—
EATON CORP PLC
+$69.1K
2,266
-3%
减持
WMT
WALMART INC
+$67.1K
5,719
-1%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$66.2K
19,004
+5%
减持
MSI
MOTOROLA SOLUTIONS INC
+$64.8K
1,409
-1%
增持
DE
DEERE & CO
+$64.6K
652
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$63.0K
11,291
-7%
增持
MRK
MERCK & CO INC
+$62.8K
4,056
+0%
增持
JNJ
JOHNSON & JOHNSON
+$59.1K
1,568
+0%
减持
ESGE
ISHARES INC
+$57.8K
60,711
-1%
增持
BKHY
BNY MELLON ETF TRUST
+$57.6K
55,257
+4%
减持
AGG
ISHARES TR
-$56.8K
8,333
-6%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$55.5K
30,519
-6%
减持
ADI
ANALOG DEVICES INC
-$54.3K
5,235
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.1K
820
-2%
增持
GD
GENERAL DYNAMICS CORP
+$52.7K
4,258
+2%
减持
SBUX
STARBUCKS CORP
+$52.2K
11,325
-1%
增持
RVNU
DBX ETF TR
+$49.4K
18,145
+12%
增持
PEP
PEPSICO INC
+$48.1K
3,251
+2%
减持
BKMC
BNY MELLON ETF TRUST
-$45.6K
5,328
-8%
增持
COWG
PACER FDS TR
+$45.0K
62,494
+7%
减持
IGIB
ISHARES TR
-$43.8K
25,392
-2%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
-$43.0K
15,604
-2%
增持
OMC
OMNICOM GROUP INC
-$42.1K
13,565
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$39.5K
1,467
-7%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$37.6K
5,515
+13%
增持
CME
CME GROUP INC
+$37.4K
1,323
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$37.4K
14,688
-6%
增持
SCHX
SCHWAB STRATEGIC TR
-$36.5K
30,635
+0%
增持
ARDX
ARDELYX INC
+$33.9K
35,812
+16%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$33.9K
2,317
-12%
增持
VOE
VANGUARD INDEX FDS
+$32.9K
4,178
+1%
增持
RTX
RTX CORPORATION
+$32.6K
3,334
+0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$31.7K
235
+0%
减持
BKSE
BNY MELLON ETF TRUST
-$29.3K
5,470
-6%
减持
NULV
NUSHARES ETF TR
+$27.3K
81,071
-0%
增持
LEGR
FIRST TR EXCHANGE TRADED FD
+$27.1K
4,407
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$26.1K
6,768
+0%
减持
NVS
NOVARTIS AG
-$26.1K
9,513
-11%
增持
—
JOHNSON CONTROLS INTERNATION
+$26.0K
2,315
+0%
增持
BKCI
BNY MELLON ETF TRUST
-$26.0K
72,992
+4%
增持
IUSG
ISHARES TR
-$25.6K
2,022
+0%
减持
EMC
GLOBAL X FDS
-$21.2K
7,801
-9%
增持
ECL
ECOLAB INC
+$21.1K
1,384
+5%
增持
UNP
UNION PAC CORP
+$21.0K
993
+5%
减持
RODM
LATTICE STRATEGIES TR
-$20.8K
39,518
-7%
增持
MGC
VANGUARD WORLD FD
-$19.9K
1,385
+0%
减持
—
TRANE TECHNOLOGIES PLC
+$17.4K
955
-2%
增持
DRI
DARDEN RESTAURANTS INC
+$16.8K
1,286
+1%
