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Livermore
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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/10/29 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
408
較 2021 年第 2 季 −65
總值
$4.23 億
較 2021 年第 2 季 +$2,011 萬 (+5.0%)
申報日
2021/10/29
SEC
Crewe Advisors LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ENSGEnsign Group, IncCOM1,231,264$9,221 萬21.8%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF100,842$4,345 萬10.3%+7,783+8.4%加碼–
SPYSPDR S&P 500 ETF TrustETF79,340$3,405 萬8.0%+86+0.1%加碼歷史
PNTGPennant Group, Inc.COM1,133,937$3,185 萬7.5%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF379,549$3,039 萬7.2%+277,827+273.1%加碼–
Vanguard World FD921910725ESG INTL STK ETF449,772$2,777 萬6.6%+334,372+289.8%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF93,775$2,467 萬5.8%+2,661+2.9%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE560,330$2,116 萬5.0%+18,821+3.5%加碼–
iShares Russell 2000 ETF464287655ETF83,056$1,817 萬4.3%+1,721+2.1%加碼–
Invesco Exch Traded FD Tr II46138E511PFD ETF820,666$1,234 萬2.9%+126,880+18.3%加碼–
CVXChevron CorpStock103,549$1,051 萬2.5%+1,699+1.7%加碼歷史
MSFTMicrosoft CorpStock36,496$1,029 萬2.4%+9,910+37.3%加碼歷史
TSLATesla, Inc.Stock9,596$744.2 萬1.8%00.0%不變歷史
MDYSPDR S&P Midcap 400 ETF TrustETF10,006$481.2 萬1.1%00.0%不變歷史
AAPLApple Inc.Stock31,126$440.4 萬1.0%−11,760−27.4%減碼歷史
VVisa Inc.Stock15,179$338.1 萬0.8%−70.0%減碼歷史
Invesco QQQ Trust Series I46090E103ETF6,271$224.5 萬0.5%00.0%不變–
ADPTAdaptive Biotechnologies CorpCOM59,138$201.0 萬0.5%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF39,406$199.0 萬0.5%+2,473+6.7%加碼–
iShares Core Dividend Growth ETF46434V621ETF37,872$190.3 萬0.4%+13,440+55.0%加碼–
iShares MSCI Eafe ETF464287465ETF22,901$178.7 萬0.4%+45+0.2%加碼–
AMZNAmazon Com IncStock510$167.5 萬0.4%00.0%不變歷史
XMQualtrics International Inc.COM CL A34,519$147.5 萬0.3%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF3,638$143.5 萬0.3%+3+0.1%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF24,225$121.2 萬0.3%+1,084+4.7%加碼–
Vanguard Real Estate ETF922908553ETF11,183$113.8 萬0.3%+425+4.0%加碼–
BRK.BBerkshire Hathaway IncStock3,628$99.0 萬0.2%−185−4.9%減碼歷史
iShares Tr464287689RUSSELL 3000 ETF3,747$95.5 萬0.2%−10−0.3%減碼–
METAMeta Platforms, Inc.Stock2,812$95.4 萬0.2%−7−0.2%減碼歷史
XOMExxonMobil Holdings CorpCOM14,269$83.9 萬0.2%+105+0.7%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$76.7 萬0.2%00.0%不變–
GLDSPDR Gold TrustETF4,254$69.9 萬0.2%00.0%不變歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF12,018$61.0 萬0.1%−22,341−65.0%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,699$59.9 萬0.1%00.0%不變–
ANAutonation, Inc.COM4,761$58.0 萬0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock3,437$56.3 萬0.1%−270−7.3%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF4,742$49.3 萬0.1%00.0%不變–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,863$44.1 萬0.1%00.0%不變–
DUKDuke Energy CORPStock4,320$42.2 萬0.1%+33+0.8%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS22,278$40.9 萬0.1%+11,370+104.2%加碼歷史
GOOGLAlphabet Inc.Stock145$38.8 萬0.1%−2−1.4%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF3,660$38.0 萬0.1%+7+0.2%加碼–
DISWalt Disney CoStock2,200$37.2 萬0.1%+40+1.9%加碼歷史
PFEPfizer IncStock8,454$36.4 萬0.1%−55−0.6%減碼歷史
Schwab Strategic Tr8085247221000 INDEX ETF8,433$35.9 萬0.1%+20.0%加碼–
DOMOHuckleberry.ai, Inc.Stock4,060$34.3 萬0.1%00.0%不變歷史
BABoeing CoStock1,409$31.0 萬0.1%00.0%不變歷史
iShares Tr464288281JPMORGAN USD EMG2,738$30.1 萬0.1%+173+6.7%加碼–
WECWec Energy Group, Inc.Stock3,283$29.0 萬0.1%+17+0.5%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM3,009$28.8 萬0.1%00.0%不變歷史
NEENextera Energy IncStock3,580$28.1 萬0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM7,546$28.0 萬0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock2,005$27.9 萬0.1%00.0%不變歷史
GEGeneral Electric CoStock2,631$27.1 萬0.1%00.0%不變依 1 比 8 拆股換算歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1786$26.6 萬0.1%00.0%不變歷史
Royal Dutch Shell PLC780259206SPONS ADR A5,882$26.2 萬0.1%00.0%不變–
MRNAModerna, Inc.Stock675$26.0 萬0.1%00.0%不變歷史
RTXRTX CorpStock2,880$24.8 萬0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR2,212$24.5 萬0.1%00.0%不變歷史
XYZBlock, Inc.CL A1,000$24.0 萬0.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC6,182$24.0 萬0.1%00.0%不變–
SUSuncor Energy IncStock10,794$22.4 萬0.1%00.0%不變歷史
FFINFirst Financial Bankshares IncCOM4,845$22.3 萬0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW3,794$21.7 萬0.1%00.0%不變歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B3,948$21.1 萬<0.1%00.0%不變–
MAMastercard IncStock595$20.7 萬<0.1%00.0%不變歷史
BPBP PLCADR7,354$20.1 萬<0.1%−395−5.1%減碼歷史
TMOThermo Fisher Scientific Inc.Stock351$20.1 萬<0.1%−8−2.2%減碼歷史
ZIONZions Bancorporation, National AssociationCOM3,163$19.6 萬<0.1%00.0%不變歷史
MNROMonro, Inc.COM3,406$19.6 萬<0.1%00.0%不變歷史
EAElectronic Arts Inc.COM1,361$19.4 萬<0.1%00.0%不變歷史
CMPRCIMPRESS plcSHS EURO2,223$19.3 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,000$18.9 萬<0.1%00.0%不變–
SHWSherwin Williams CoCOM668$18.7 萬<0.1%−20−2.9%減碼歷史
TAT&T Inc.Stock6,568$17.7 萬<0.1%+789+13.7%加碼歷史
GOOGAlphabet Inc.Stock66$17.6 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF4,484$17.4 萬<0.1%00.0%不變–
ORCLOracle CorpStock1,989$17.3 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R739ST NUVE TERM ETF3,425$16.9 萬<0.1%+300+9.6%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,464$16.8 萬<0.1%+1,464新進–
iShares Tr464288414NATIONAL MUN ETF1,448$16.8 萬<0.1%00.0%不變–
PPGPPG Industries IncStock1,160$16.6 萬<0.1%−9−0.8%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock2,548$15.9 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,110$15.8 萬<0.1%00.0%不變–
iShares Select Dividend ETF464287168ETF1,362$15.6 萬<0.1%−675−33.1%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,208$15.4 萬<0.1%+3+0.2%加碼–
PNCPNC Financial Services Group, Inc.Stock786$15.4 萬<0.1%00.0%不變歷史
COSTCostco Wholesale CorpStock341$15.3 萬<0.1%−408−54.5%減碼歷史
NFLXNetflix IncStock241$14.7 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF928$14.7 萬<0.1%00.0%不變–
PPLPPL CorpCOM5,111$14.2 萬<0.1%00.0%不變歷史
KRKroger CoStock3,430$13.9 萬<0.1%00.0%不變歷史
FDXFedEx CorpStock629$13.8 萬<0.1%−7−1.1%減碼歷史
LLYEli Lilly & CoStock590$13.6 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock356$13.5 萬<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock498$13.5 萬<0.1%+15+3.1%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF997$13.3 萬<0.1%00.0%不變–
NOCNorthrop Grumman CorpStock367$13.2 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,571$12.9 萬<0.1%00.0%不變–
BKNGBooking Holdings Inc.Stock54$12.8 萬<0.1%−6−10.0%減碼歷史

2021 年第 2 季之後清倉（80 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Crewe Advisors LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
SLViShares Silver TrustETF1,500$3.60 萬<0.1%歷史
CCitigroup IncStock360$2.50 萬<0.1%歷史
UBSUBS Group AGStock1,351$2.10 萬<0.1%歷史
MGNIMagnite, Inc.COM500$1.70 萬<0.1%歷史
CTVACorteva, Inc.Stock349$1.50 萬<0.1%歷史
CCKCrown Holdings, Inc.COM133$1.40 萬<0.1%歷史
XECCimarex Energy CoCOM200$1.40 萬<0.1%歷史
ELVElevance Health, Inc.Stock34$1.30 萬<0.1%歷史
AXTAAxalta Coating Systems Ltd.COM395$1.20 萬<0.1%歷史
GNTXGentex CorpCOM329$1.10 萬<0.1%歷史
CICigna GroupStock43$1.00 萬<0.1%歷史
CTXSCitrix Systems IncCOM76$9,000<0.1%歷史
WORKSlack Technologies, Inc.COM CL A200$9,000<0.1%歷史
TMXTerminix Global Holdings IncCOM181$9,000<0.1%歷史
STTState Street CorpCOM96$8,000<0.1%歷史
ESGREnstar Group LTDSHS32$8,000<0.1%歷史
GGGGraco IncCOM111$8,000<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM66$8,000<0.1%歷史
LHLabcorp Holdings Inc.COM NEW30$8,000<0.1%歷史
PRIPrimerica, Inc.Stock43$7,000<0.1%歷史
KMXCarMax IncCOM53$7,000<0.1%歷史
USBUS Bancorp DECOM NEW121$7,000<0.1%歷史
SMGScotts Miracle-Gro CoStock31$6,000<0.1%歷史
SYKStryker CorpStock23$6,000<0.1%歷史
STSensata Technologies Holding plcSHS104$6,000<0.1%歷史
AINAlbany International CorpCL A62$6,000<0.1%歷史
MFCManulife Financial CorpCOM290$6,000<0.1%歷史
ALRAlerisLife Inc.COM NEW1,000$6,000<0.1%歷史
JJacobs Solutions Inc.COM48$6,000<0.1%歷史
CNICanadian National Railway CoStock46$5,000<0.1%歷史
LITELumentum Holdings Inc.COM59$5,000<0.1%歷史
ABBNYABB LtdSPONSORED ADR154$5,000<0.1%歷史
EMREmerson Electric CoStock40$4,000<0.1%歷史
CBChubb LtdStock26$4,000<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR35$4,000<0.1%歷史
DOVDOVER CorpCOM25$4,000<0.1%歷史
LSTRLandstar System IncCOM24$4,000<0.1%歷史
TRNTrinity Industries IncCOM140$4,000<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS52$4,000<0.1%歷史
KSUKansas City SouthernCOM NEW15$4,000<0.1%歷史
SWNSouthwestern Energy CoCOM699$4,000<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF21$3,000<0.1%–
MSMorgan StanleyStock35$3,000<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock18$3,000<0.1%歷史
FIZZNational Beverage CorpCOM70$3,000<0.1%歷史
HLIHoulihan Lokey, Inc.CL A39$3,000<0.1%歷史
WSOWatsco IncCOM11$3,000<0.1%歷史
AZTAAzenta, Inc.COM33$3,000<0.1%歷史
EFOREverforth IncCOM33$3,000<0.1%歷史
LEGLeggett & Platt IncStock35$2,000<0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF51$2,000<0.1%–
JCIJohnson Controls International plcStock26$2,000<0.1%歷史
AIGAmerican International Group, Inc.Stock48$2,000<0.1%歷史
ONOn Semiconductor CorpStock43$2,000<0.1%歷史
MHKMohawk Industries IncCOM10$2,000<0.1%歷史
SWKStanley Black & Decker, Inc.COM12$2,000<0.1%歷史
CAKECheesecake Factory IncCOM30$2,000<0.1%歷史
SLMSLM CorpCOM117$2,000<0.1%歷史
BMIBadger Meter IncCOM21$2,000<0.1%歷史
WDFCWD 40 CoCOM9$2,000<0.1%歷史
CFGCitizens Financial Group IncCOM37$2,000<0.1%歷史
SITESiteOne Landscape Supply, Inc.COM14$2,000<0.1%歷史
URIUnited Rentals, Inc.COM5$2,000<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM15$2,000<0.1%歷史
VYXNCR Voyix CorpCOM35$2,000<0.1%歷史
NWSNews CorpCL B73$2,000<0.1%歷史
First Trust Cloud Computing ETF33734X192ETF6$1,000<0.1%–
METMetlife IncStock16$1,000<0.1%歷史
ADMArcher-Daniels-Midland CoStock23$1,000<0.1%歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF8$1,000<0.1%–
TXTTextron IncCOM20$1,000<0.1%歷史
FITBFifth Third BancorpCOM20$1,000<0.1%歷史
PHMPultegroup IncCOM20$1,000<0.1%歷史
IDXXIDEXX Laboratories IncCOM1$1,000<0.1%歷史
IPInternational Paper CoCOM23$1,000<0.1%歷史
ALSumisho Air Lease CorpCL A23$1,000<0.1%歷史
First Rep BK San Francisco C33616C100COM6$1,000<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF6$00.0%–
VanEck ETF Trust92189F106GOLD MINERS ETF8$00.0%–
LNCLincoln National CorpCOM6$00.0%歷史