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Cravens & Co Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 64

Cravens & Co Advisors, LLC在最新一期 13F 报告中披露了 64 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 12.7%。

机构性格雪花图

集中度
19.94
持仓稳定性
12.67
动能／逆势
100
行业集中度
42.9
多样化
100
仓位均衡度
85.08

近期动向

  • 减仓 BA

    -44.7%　-US$118.6万

  • 减仓 DFAC

    +1.6%　-US$47.8万

  • 加仓 NVO

    +215.6%　US$51.2万

  • 加仓 CVX

    +7.8%　US$48.6万

  • 加仓 EOG

    +22.3%　US$44.3万

  • 减仓 PULS

    -8.4%　-US$32.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFACDimensional US Core Equity 2ETF-其他10.55%-0.40%+1.61%
2DFEMDimensional Emrg Mrkt CoreETF-其他8.70%+0.03%+0.81%
3DFICDimensional International CoETF-其他7.61%+0.05%+1.16%
4VMBSVanguard Mortgage-backed SecETF-其他6.54%—+1.29%
5VGITVanguard Intermediate-term TETF-其他6.46%+0.22%+5.05%
6DBNDDoubleline Oppor Cor Bnd-usdETF-其他6.45%+0.03%+2.78%
7VGSHVanguard Short-term TreasuryETF-政府公债6.21%+0.22%+4.84%
8SMBKSmartfinancial INC股票-其他5.60%+0.11%—
9JPSTJpmorgan Ultra-short IncomeETF-其他3.41%—-0.76%
10DFSVDimensional US Small Cap ValETF-中小型股3.10%+0.02%+0.08%
11PULSPgim Ultra Short Bond ETFETF-其他2.23%-0.23%-8.42%
12CBKCommercial Bancgroup INC股票-其他2.11%+2.11%NEW
13AVGOBroadcom INC股票-科技1.66%-0.22%+1.75%
14METAMeta Platforms Inc-class A股票-通信服务1.40%-0.13%+1.97%
15TFLOIshares Treasury Floating RaETF-政府公债1.22%—+0.68%
16GOOGAlphabet Inc-cl C股票-通信服务1.20%-0.22%-0.36%
17SBUXStarbucks CORP股票-周期性消费1.19%+0.04%+5.90%
18CVXChevron CORP股票-能源1.19%+0.31%+7.76%
19MSFTMicrosoft CORP股票-科技1.19%-0.11%+17.23%
20TSMTaiwan Semiconductor-sp Adr股票-科技1.11%—-0.55%
21RTXRtx CORP股票-工业1.08%-0.08%-5.93%
22PMPhilip Morris International股票-非周期性消费1.07%—+4.23%
23JPMJpmorgan Chase & Co股票-金融1.06%—+2.16%
24AMZNAmazon.com INC股票-周期性消费0.94%-0.16%+0.04%
25VRTXVertex Pharmaceuticals INC股票-医疗保健0.93%+0.10%+14.55%
26LLYEli Lilly & Co股票-医疗保健0.90%-0.16%+0.20%
27USBUS Bancorp股票-金融0.85%——
28USFRWisdomtree Floating Rate TreETF-其他0.77%—+0.25%
29BXBlackstone INC股票-金融0.76%-0.19%+8.21%
30EOGEog Resources INC股票-能源0.74%+0.28%+22.31%
31NVONovo-nordisk A/s-spons Adr股票-医疗保健0.68%+0.33%+215.58%
32CMCSAComcast Corp-class A股票-通信服务0.68%+0.68%NEW
33GEGeneral Electric股票-工业0.68%-0.10%+0.38%
34LOWLowe's Cos INC股票-周期性消费0.66%-0.08%+4.01%
35BABoeing Co/the股票-工业0.63%-0.78%-44.68%
36NFLXNetflix INC股票-通信服务0.61%—+1.55%
37ABTAbbott Laboratories股票-医疗保健0.61%-0.09%+6.48%
38AAPLApple INC股票-科技0.57%+0.12%+30.41%
39ILMNIllumina INC股票-医疗保健0.51%-0.09%+2.16%
40UNHUnitedhealth Group INC股票-医疗保健0.50%-0.12%+1.60%
41NETCloudflare INC - Class A股票-科技0.44%+0.06%+7.94%
42IVVIshares Core S&p 500 ETFETF-大型股与成长0.38%——
43SHOPShopify INC - Class A股票-科技0.37%-0.15%+3.21%
44VTIVanguard Total Stock Mkt ETFETF-其他0.33%+0.33%NEW
45CGUSCap Group Core EquityETF-其他0.32%—+4.35%
46TOSTToast Inc-class A股票-科技0.31%-0.05%+12.82%
47CNQCanadian Natural Resources股票-能源0.30%+0.10%+4.47%
48GSKGsk Plc-spon Adr股票-医疗保健0.28%—+2.43%
49AFRMAffirm Holdings INC股票-金融0.28%-0.15%+6.61%
50TRPTc Energy CORP股票-能源0.27%—+2.33%
1–50 of 64

本季持股变动

Cravens & Co Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Commercial Bancgroup INC (CBK); 清仓: Dollar General CORP (DG); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Vanguard Total Intl Stock (VXUS).

Cravens & Co Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1NVONovo-nordisk A/s-spons Adr+0.3%+215.58%加仓
2CVXChevron CORP+0.3%+7.76%加仓
3EOGEog Resources INC+0.3%+22.31%加仓
4VGITVanguard Intermediate-term T+0.2%+5.05%加仓
5VGSHVanguard Short-term Treasury+0.2%+4.84%加仓
6AAPLApple INC+0.1%+30.41%加仓
7SMBKSmartfinancial INC+0.1%—不变
8CNQCanadian Natural Resources+0.1%+4.47%加仓
9VRTXVertex Pharmaceuticals INC+0.1%+14.55%加仓
10NETCloudflare INC - Class A+0.1%+7.94%加仓
11DFICDimensional International Co+0.1%+1.16%加仓
12SBUXStarbucks CORP0%+5.90%加仓
13DFEMDimensional Emrg Mrkt Core0%+0.81%加仓
14DBNDDoubleline Oppor Cor Bnd-usd0%+2.78%加仓
15DFSVDimensional US Small Cap Val0%+0.08%加仓
16TOSTToast Inc-class A-0.1%+12.82%加仓
17LOWLowe's Cos INC-0.1%+4.01%加仓
18RTXRtx CORP-0.1%-5.93%减仓
19ILMNIllumina INC-0.1%+2.16%加仓
20ABTAbbott Laboratories-0.1%+6.48%加仓
21GEGeneral Electric-0.1%+0.38%加仓
22SESea Ltd-adr-0.1%+8.93%加仓
23MSFTMicrosoft CORP-0.1%+17.23%加仓
24UNHUnitedhealth Group INC-0.1%+1.60%加仓
25METAMeta Platforms Inc-class A-0.1%+1.97%加仓
26AFRMAffirm Holdings INC-0.2%+6.61%加仓
27SHOPShopify INC - Class A-0.2%+3.21%加仓
28AMZNAmazon.com INC-0.2%+0.04%加仓
29LLYEli Lilly & Co-0.2%+0.20%加仓
30BXBlackstone INC-0.2%+8.21%加仓
31GOOGAlphabet Inc-cl C-0.2%-0.36%减仓
32AVGOBroadcom INC-0.2%+1.75%加仓
33PULSPgim Ultra Short Bond ETF-0.2%-8.42%减仓
34DFACDimensional US Core Equity 2-0.4%+1.61%加仓
35BABoeing Co/the-0.8%-44.68%减仓
36CBKCommercial Bancgroup INC—NEW新建仓
37DGDollar General CORP—EXIT清仓
38CMCSAComcast Corp-class A—NEW新建仓
39VTIVanguard Total Stock Mkt ETF—NEW新建仓
40VXUSVanguard Total Intl Stock—NEW新建仓
41THNRAmplify Wght Loss Drg & Trm—EXIT清仓
42SPTSSs Spdr P St Term Tsy ETF—EXIT清仓
43UNPUnion Pacific CORP—NEW新建仓
44SPTISs Spdr P Int Term Tsy ETF—EXIT清仓
45CRMSalesforce INC—NEW新建仓
46IPInternational Paper Co—NEW新建仓
47ASTSAst Spacemobile INC—EXIT清仓
48IBBIshares Biotechnology ETF—EXIT清仓
49XLESs Energy Select Sector—EXIT清仓
50ACNAccenture plc—NEW新建仓

FAQ

Cravens & Co Advisors, LLC 是什么机构？属于哪种投资人类型？
Cravens & Co Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 64 个已申报仓位之中。
Cravens & Co Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cravens & Co Advisors, LLC 按市值排列的前几大持股为： 1. Dimensional US Core Equity 2 (DFAC) — US$1623.8万 (10.6%) 2. Dimensional Emrg Mrkt Core (DFEM) — US$1339.5万 (8.7%) 3. Dimensional International Co (DFIC) — US$1170.6万 (7.6%) 4. Vanguard Mortgage-backed Sec (VMBS) — US$1007.1万 (6.5%) 5. Vanguard Intermediate-term T (VGIT) — US$993.8万 (6.5%)
Cravens & Co Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cravens & Co Advisors, LLC 共进行了 49 项显著调整：新建仓 8 个仓位、加仓 30 个既有持股、减仓 4 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Commercial Bancgroup INC (CBK); 清仓: Dollar General CORP (DG); 新建仓: Comcast Corp-class A (CMCSA); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Vanguard Total Intl Stock (VXUS)
Cravens & Co Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cravens & Co Advisors, LLC 的主要板块分布如下： • Information Technology: 21.7% • Health Care: 17.7% • Communication Services: 15.1% • Financials: 10.8% • Consumer Discretionary: 10.7% • Industrials: 9.4%