Crane Advisory, LLC
CIK 1951283 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $696.6M
- 持仓
- 55
- 截至
- 2026年6月30日
按 13F 价值排名第 3093（共 9443） · 前 32.8%
投资组合价值同比（季度）：+4.3% 13F不披露现金
- 前十大持仓权重
- 86.47%
- 前二十五大持仓权重
- 98.21%
- 持仓高于 1%
- 14
- 有效持仓数量
- 10.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.53% 估计买入 $100803170 · 卖出 $3648779
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.7% 仍持有
- 新仓位
- 4
- 增加
- 21
- 减少
- 12
- 已结清
- 1
本页内容
行业细分
Technology
2.6%
Communication Services
1.4%
Healthcare
0.4%
Retail
0.2%
Financials
0.2%
Industrials
0.1%
Utilities
0.1%
Real Estate
0.1%
Energy
0.1%
Consumer Staples
0.0%
Diversified Consumer Services
0.0%
其他/未映射
94.8%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $118540620 | 17.02% | 171763 | $7223034 | 下跌 ×5 | ||
| VUG | $96401485 | 13.84% | 1113696 | $6991478 | 上涨 ×4 | ||
| PULS | $75835140 | 10.89% | 1528318 | $-457096 | 下跌 ×1 | ||
| SCHR | $69780605 | 10.02% | 2844705 | $239810 | 上涨 ×4 | ||
| JPST | $60522104 | 8.69% | 1198932 | $156699 | 上涨 ×2 | ||
| VTV | $54162527 | 7.78% | 247476 | $3424316 | 下跌 ×2 | ||
| FBND | $46447327 | 6.67% | 1026233 | $73163 | 上涨 ×4 | ||
| VIG | $32573760 | 4.68% | 136218 | $1614303 | 下跌 ×2 | ||
| SPTS | $28819162 | 4.14% | 995137 | $15392 | 上涨 ×4 | ||
| VB | $19235883 | 2.76% | 64565 | $1407958 | 上涨 ×1 | ||
| VO | $18922964 | 2.72% | 234747 | $1331603 | 上涨 ×1 | ||
| IDEV | $17261480 | 2.48% | 193146 | $1405562 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $14365074 | 2.06% | 43105 | $1995460 | 下跌 ×5 | ||
| IEMG | $8124387 | 1.17% | 104012 | $291523 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5792760 | 0.83% | 16373 | $344478 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2451811 | 0.35% | 24384 | $475994 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2336220 | 0.34% | 9346 | $144209 | |||
| NVDA NVIDIA Corporation - Common Stock | $1978257 | 0.28% | 9538 | $86383 | |||
| RSPT | $1855571 | 0.27% | 31040 | $284326 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1700561 | 0.24% | 4798 | $83502 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1639159 | 0.24% | 2467 | $-29671 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1517025 | 0.22% | 3782 | $-80868 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1392387 | 0.20% | 5572 | $-14922 | 下跌 ×1 | ||
| IQLT | $1263052 | 0.18% | 25501 | $14684 | 上涨 ×3 | ||
| VONE Vanguard Russell 1000 ETF | $1178322 | 0.17% | 3468 | $76400 | |||
| MGV | $1159400 | 0.17% | 7126 | $94704 | |||
| JMUB | $817306 | 0.12% | 16281 | $396801 | 上涨 ×3 | ||
| GLD | $769336 | 0.11% | 2108 | $-158353 | |||
| CAT Caterpillar, Inc. Common Stock | $646241 | 0.09% | 737 | $77563 | 上涨 ×1 | ||
| VTI | $638139 | 0.09% | 1722 | $42275 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $601236 | 0.09% | 1631 | $54296 | |||
| EIX Edison International Common Stock | $597890 | 0.09% | 7660 | $49724 | 上涨 ×2 | ||
| O Realty Income Corporation Common Stock | $578732 | 0.08% | 8802 | $-11884 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $485900 | 0.07% | 1416 | $47011 | |||
| CVX Chevron Corporation Common Stock | $475830 | 0.07% | 2588 | $-11102 | |||
| SPY SPY | $450432 | 0.06% | 600 | $29436 | |||
| VOE | $450146 | 0.06% | 2213 | $28127 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $390033 | 0.06% | 3539 | $153658 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $380233 | 0.05% | 2605 | $3848 | 上涨 ×1 | ||
| XLK XLK | $367669 | 0.05% | 2071 | $53204 | 上涨 ×4 | ||
| BA Boeing Company (The) Common Stock | $364592 | 0.05% | 1701 | $-7942 | 下跌 ×1 | ||
| XVV | $331488 | 0.05% | 5763 | $-3003 | 下跌 ×1 | ||
| FUTY | $317424 | 0.05% | 5411 | $-4808 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $295540 | 0.04% | 2964 | $-29875 | 下跌 ×3 | ||
| WMT Walmart Inc. - Common Stock | $278639 | 0.04% | 2424 | ||||
| NULG | $273514 | 0.04% | 2413 | $34001 | 上涨 ×1 | ||
| HSY The Hershey Company Common Stock | $240240 | 0.03% | 1375 | $-22880 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $238413 | 0.03% | 1868 | $22734 | |||
| PSO Pearson, Plc Common Stock | $231477 | 0.03% | 13705 | $31384 | |||
| NULV | $224702 | 0.03% | 4364 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $217517 | 0.03% | 993 | $-31726 | |||
| PSLV | $213666 | 0.03% | 11950 | $-81502 | 上涨 ×3 | ||
| MGK | $211632 | 0.03% | 2400 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $209034 | 0.03% | 245 | 上涨 ×1 | |||
| ATCX Atlas Critical Minerals Corporation - Common Stock | $33282 | 0.00% | 10806 | $-21396 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VUG | $96401485 | 13.84% | 上涨 ×4 |
| SCHR | $69780605 | 10.02% | 上涨 ×4 |
| FBND | $46447327 | 6.67% | 上涨 ×4 |
| SPTS | $28819162 | 4.14% | 上涨 ×4 |
| IDEV | $17261480 | 2.48% | 上涨 ×4 |
| IEMG | $8124387 | 1.17% | 上涨 ×4 |
| IQLT | $1263052 | 0.18% | 上涨 ×3 |
| JMUB | $817306 | 0.12% | 上涨 ×3 |
| XLK | $367669 | 0.05% | 上涨 ×4 |
| PSLV | $213666 | 0.03% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| WMT | 2025年6月30日 | 3315 | $307632 | 6.7% |
| SHV | 2025年3月31日 | 2416 | $266189 | |
| MUB | 2025年3月31日 | 2380 | $253660 | 不再跟踪 |
| TJX | 2026年3月31日 | 1600 | $251360 | -11.2% |
| SGOV | 2025年3月31日 | 2453 | $246208 | -0.1% |
| FBTC | 2026年6月30日 | 3540 | $232330 | 不再跟踪 |
| TSLA | 2026年3月31日 | 497 | $223133 | -7.1% |
| TJX | 2025年6月30日 | 1600 | $205040 | 14.8% |
| FTEC | 2025年6月30日 | 1322 | $204315 | 不再跟踪 |