CRA Financial Services, LLC 13F 持仓 · 2026年Q2
CRA Financial Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 321 只证券,申报市值合计 8.68 亿美元。前几大持仓:AAPL(6.72%)、SCHD(4.46%)、SCHG(4.07%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $58.3M | 6.72% | 201,360 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $38.7M | 4.46% | 1.2M | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $35.3M | 4.07% | 1.0M | 增持 |
| 4 | AMZN | AMAZON COM INC | $32.6M | 3.76% | 136,860 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $31.8M | 3.67% | 43,243 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $26.9M | 3.10% | 134,550 | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $25.1M | 2.89% | 67,876 | 增持 |
| 8 | GOOGL | ALPHABET INC | $24.5M | 2.83% | 68,605 | 增持 |
| 9 | IVV | ISHARES TR | $23.5M | 2.71% | 31,388 | 增持 |
| 10 | DGRW | WISDOMTREE TR | $21.2M | 2.44% | 221,273 | 增持 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $17.8M | 2.05% | 75,328 | 减持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $16.3M | 1.88% | 21,874 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $16.1M | 1.85% | 43,100 | 增持 |
| 14 | BALT | INNOVATOR ETFS TRUST | $15.6M | 1.80% | 455,717 | 增持 |
| 15 | VB | VANGUARD INDEX FDS | $14.6M | 1.69% | 48,302 | 减持 |
| 16 | ZALT | INNOVATOR ETFS TRUST | $14.1M | 1.62% | 416,213 | 增持 |
| 17 | SDY | SPDR SERIES TRUST | $14.0M | 1.61% | 91,795 | 减持 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $10.8M | 1.25% | 110,436 | 增持 |
| 19 | GOOG | ALPHABET INC | $10.4M | 1.20% | 29,429 | 增持 |
| 20 | VO | VANGUARD INDEX FDS | $10.3M | 1.19% | 128,063 | 增持 |
| 21 | SCHF | SCHWAB STRATEGIC TR | $9.7M | 1.12% | 351,009 | 减持 |
| 22 | AVGO | BROADCOM INC | $9.4M | 1.09% | 25,016 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $9.2M | 1.06% | 13,368 | 增持 |
| 24 | META | META PLATFORMS INC | $8.9M | 1.02% | 15,734 | 增持 |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $8.7M | 1.00% | 29,262 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR