Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 474
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.03 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,231,264 | $1.16 億 | 28.7% | – | – | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,209,487 | $5,540 萬 | 13.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 80,705 | $3,211 萬 | 8.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 80,465 | $3,189 萬 | 7.9% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 86,307 | $2,246 萬 | 5.6% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 515,938 | $1,873 萬 | 4.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 78,877 | $1,743 萬 | 4.3% | – | – | – |
| CVXChevron Corp | Stock | 102,515 | $1,074 萬 | 2.7% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 686,576 | $1,030 萬 | 2.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 137,714 | $1,016 萬 | 2.5% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 144,333 | $885.8 萬 | 2.2% | – | – | – |
| TSLATesla, Inc. | Stock | 9,629 | $643.1 萬 | 1.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,532 | $625.5 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 48,115 | $587.7 萬 | 1.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,061 | $479.0 萬 | 1.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 15,200 | $321.8 萬 | 0.8% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 50,365 | $255.6 萬 | 0.6% | – | – | – |
| ADPTAdaptive Biotechnologies Corp | COM | 59,138 | $238.1 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,190 | $197.5 萬 | 0.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 22,856 | $173.4 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,363 | $168.8 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 457 | $141.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,261 | $118.8 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,295 | $116.0 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,060 | $103.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 10,070 | $92.5 萬 | 0.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,757 | $89.1 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,017 | $88.9 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,264 | $79.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $74.4 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,254 | $68.0 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,794 | $57.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,699 | $55.8 萬 | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,794 | $47.3 萬 | 0.1% | – | – | – |
| FFINFirst Financial Bankshares Inc | COM | 9,690 | $45.3 萬 | 0.1% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 4,761 | $44.4 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,287 | $41.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,863 | $41.2 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 10,508 | $38.1 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,401 | $35.7 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 996 | $35.1 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,843 | $34.0 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 152 | $31.4 萬 | 0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,266 | $30.6 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 21,059 | $27.7 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,580 | $27.1 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,005 | $26.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,447 | $26.6 萬 | 0.1% | – | – | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3,080 | $26.2 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 786 | $26.0 萬 | 0.1% | – | – | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 3,794 | $24.7 萬 | 0.1% | – | – | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 7,992 | $24.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 6,182 | $23.7 萬 | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,068 | $23.6 萬 | 0.1% | – | – | – |
| SONYSony Group Corp | SPONSORED ADR | 2,212 | $23.4 萬 | 0.1% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,882 | $23.1 萬 | 0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 1,000 | $22.7 萬 | 0.1% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 10,794 | $22.6 萬 | 0.1% | – | – | 歷史 |
| MNROMonro, Inc. | COM | 3,406 | $22.4 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,880 | $22.3 萬 | 0.1% | – | – | 歷史 |
| CMPRCIMPRESS plc | SHS EURO | 2,223 | $22.3 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 609 | $21.7 萬 | 0.1% | – | – | 歷史 |
| KMTKennametal Inc | COM | 5,000 | $20.0 萬 | <0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 668 | $19.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,000 | $18.6 萬 | <0.1% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,548 | $18.6 萬 | <0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 1,361 | $18.4 萬 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,204 | $18.1 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 5,779 | $17.5 萬 | <0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 236 | $17.4 萬 | <0.1% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 3,163 | $17.4 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 370 | $16.9 萬 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 71 | $16.5 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 2,332 | $15.4 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,110 | $14.9 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 71 | $14.7 萬 | <0.1% | – | – | 歷史 |
| PPLPPL Corp | COM | 5,111 | $14.7 萬 | <0.1% | – | – | 歷史 |
| DLYDoubleLine Yield Opportunities Fund | COM | 7,500 | $14.4 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,228 | $14.3 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 928 | $14.1 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 1,989 | $14.0 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 786 | $13.8 萬 | <0.1% | – | – | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 6,917 | $13.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,571 | $13.0 萬 | <0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 2,050 | $12.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 997 | $12.8 萬 | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 417 | $12.7 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 241 | $12.6 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 1,136 | $12.4 萬 | <0.1% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 2,373 | $12.4 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 2,269 | $12.3 萬 | <0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 3,430 | $12.3 萬 | <0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 537 | $12.2 萬 | <0.1% | – | – | 歷史 |
| WWayfair Inc. | CL A | 385 | $12.1 萬 | <0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 367 | $11.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,175 | $11.9 萬 | <0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $11.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 973 | $11.3 萬 | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 492 | $10.9 萬 | <0.1% | – | – | 歷史 |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 7,500 | $10.8 萬 | <0.1% | – | – | 歷史 |