Crusonia Wealth Advisors LLC 13F 持仓 · 2026年Q2

Crusonia Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 234 只证券，申报市值合计 6.09 亿美元。前几大持仓：DFUS（8.88%）、DFAI（6.44%）、JCPB（5.48%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFUS	DIMENSIONAL ETF TRUST	$54.1M	8.88%	660,410	增持
2	DFAI	DIMENSIONAL ETF TRUST	$39.2M	6.44%	950,528	增持
3	JCPB	J P MORGAN EXCHANGE TRADED F	$33.4M	5.48%	710,974	增持
4	VCRB	VANGUARD MALVERN FDS	$21.7M	3.56%	280,488	增持
5	SPHQ	INVESCO EXCHANGE TRADED FD T	$18.8M	3.08%	208,288	增持
6	FEX	FIRST TR EXCHANGE-TRADED ALP	$18.5M	3.03%	132,071	减持
7	VTV	VANGUARD INDEX FDS	$17.0M	2.79%	78,127	增持
8	AAPL	APPLE INC	$16.6M	2.73%	57,461	增持
9	QLTY	GMO ETF TRUST	$16.1M	2.65%	387,232	减持
10	UITB	VICTORY PORTFOLIOS II	$15.1M	2.48%	322,183	增持
11	DFAE	DIMENSIONAL ETF TRUST	$14.3M	2.35%	355,987	增持
12	FTSM	FIRST TR EXCHANGE-TRADED FD	$13.7M	2.25%	229,593	增持
13	VB	VANGUARD INDEX FDS	$12.8M	2.09%	42,091	增持
14	ALLW	SSGA ACTIVE TR	$12.2M	2.01%	418,178	新建仓
15	FYX	FIRST TR EXCHANGE-TRADED ALP	$10.6M	1.74%	73,453	减持
16	VUG	VANGUARD INDEX FDS	$10.1M	1.66%	117,588	增持
17	VONE	VANGUARD SCOTTSDALE FDS	$9.3M	1.53%	27,524	减持
18	EMLP	FIRST TR EXCHANGE-TRADED FD	$8.6M	1.41%	197,288	减持
19	HELO	J P MORGAN EXCHANGE TRADED F	$7.1M	1.17%	105,165	减持
20	VTEB	VANGUARD MUN BD FDS	$6.4M	1.04%	125,835	增持
21	VEA	VANGUARD TAX-MANAGED FDS	$5.9M	0.96%	82,225	增持
22	FDT	FIRST TR EXCH TRD ALPHDX FD	$5.7M	0.94%	60,183	增持
23	IVV	ISHARES TR	$5.6M	0.92%	7,464	增持
24	IEFA	ISHARES TR	$5.4M	0.88%	55,582	增持
25	PRF	INVESCO EXCHANGE TRADED FD T	$5.4M	0.88%	99,562	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