Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/27 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 503
- 較 2021 年第 4 季 +88
- 總值
- $5.12 億
- 較 2021 年第 4 季 +$2,066 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,226,764 | $1.10 億 | 21.5% | −4,500−0.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 118,208 | $5,363 萬 | 10.5% | +9,402+8.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 85,805 | $3,875 萬 | 7.6% | +6,461+8.1% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 473,697 | $3,841 萬 | 7.5% | +279+0.1% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 569,788 | $3,259 萬 | 6.4% | +1,419+0.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 109,151 | $2,929 萬 | 5.7% | +9,986+10.1% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 618,234 | $2,331 萬 | 4.5% | +23,341+3.9% | 加碼 | – |
| PNTGPennant Group, Inc. | COM | 1,095,410 | $2,041 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 90,266 | $1,853 萬 | 3.6% | +4,390+5.1% | 加碼 | – |
| CVXChevron Corp | Stock | 109,847 | $1,789 萬 | 3.5% | +833+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,831 | $1,228 萬 | 2.4% | +2,841+7.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 838,437 | $1,138 萬 | 2.2% | +35,025+4.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,353 | $1,008 萬 | 2.0% | +16+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,519 | $585.3 萬 | 1.1% | +3,984+13.5% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 15,435 | $520.8 萬 | 1.0% | +145+0.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,485 | $416.2 萬 | 0.8% | −21−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,013 | $355.1 萬 | 0.7% | +790+5.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 69,066 | $331.7 萬 | 0.6% | +5,210+8.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 49,830 | $266.2 萬 | 0.5% | +11,691+30.7% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 35,479 | $261.1 萬 | 0.5% | +10,840+44.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,294 | $228.2 萬 | 0.4% | +22+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47,552 | $219.3 萬 | 0.4% | +14,120+42.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 613 | $199.8 萬 | 0.4% | +110+21.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,784 | $198.6 萬 | 0.4% | +669+16.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,951 | $164.8 萬 | 0.3% | +4,457+28.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,528 | $159.8 萬 | 0.3% | +1,188+35.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 13,233 | $143.4 萬 | 0.3% | +883+7.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,637 | $138.4 萬 | 0.3% | +14,109+85.4% | 加碼 | – |
| XMQualtrics International Inc. | COM CL A | 44,319 | $126.5 萬 | 0.2% | +7,000+18.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,056 | $107.8 萬 | 0.2% | +6,220+744.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,832 | $107.4 萬 | 0.2% | +1,994+70.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,405 | $101.1 萬 | 0.2% | +4,429+453.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 332 | $92.7 萬 | 0.2% | +126+61.2% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 59,238 | $82.2 萬 | 0.2% | +100+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,538 | $80.5 萬 | 0.2% | +790+28.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 286 | $79.5 萬 | 0.2% | +70+32.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,700 | $79.2 萬 | 0.2% | +11,700 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 11,325 | $75.1 萬 | 0.1% | +5,934+110.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 8,988 | $73.7 萬 | 0.1% | +6,659+285.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,072 | $73.6 萬 | 0.1% | −332−7.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 14,310 | $71.9 萬 | 0.1% | −1,500−9.5% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $69.7 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 9,483 | $69.3 萬 | 0.1% | +6,133+183.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,066 | $69.1 萬 | 0.1% | +330+7.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,692 | $65.7 萬 | 0.1% | +3,688+41.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,668 | $63.5 萬 | 0.1% | +172+6.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,225 | $61.8 萬 | 0.1% | +2,225 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,421 | $61.5 萬 | 0.1% | +329+3.0% | 加碼依 2 比 1 拆股換算 | – |
| PTONPeloton Interactive, Inc. | CL A COM | 21,205 | $56.0 萬 | 0.1% | +21,205 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,929 | $53.9 萬 | 0.1% | +879+28.8% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,048 | $53.7 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 4,759 | $53.1 萬 | 0.1% | +348+7.9% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 6,485 | $48.4 萬 | 0.1% | +6,485 | 新進 | – |
| ANAutonation, Inc. | COM | 4,761 | $47.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,383 | $47.3 萬 | 0.1% | +3,649+497.1% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 4,704 | $47.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 897 | $45.7 萬 | 0.1% | +270+43.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 10,211 | $45.0 萬 | 0.1% | +33+0.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,455 | $44.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,090 | $43.2 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,654 | $43.1 萬 | 0.1% | +2,654 | 新進 | – |
| MMM3M Co | Stock | 2,829 | $42.1 萬 | 0.1% | +2,444+634.8% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,403 | $42.1 萬 | 0.1% | +1,133+419.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,131 | $40.9 萬 | 0.1% | +951+29.9% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 6,360 | $40.5 萬 | 0.1% | +6,360 | 新進 | – |
| IVTInvenTrust Properties Corp. | COM NEW | 12,821 | $39.5 萬 | 0.1% | −3,485−21.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,613 | $39.1 萬 | 0.1% | +733+18.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 658 | $37.9 萬 | 0.1% | −5−0.8% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,895 | $36.1 萬 | 0.1% | +2,895 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 607 | $35.8 萬 | 0.1% | +255+72.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,251 | $35.5 萬 | 0.1% | +2,251 | 新進 | – |
| SHELShell plc | ADR | 6,422 | $35.3 萬 | 0.1% | +6,422 | 新進 | 歷史 |
| SUSuncor Energy Inc | Stock | 10,794 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,133 | $34.4 萬 | 0.1% | +1,190+61.2% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,601 | $34.0 萬 | 0.1% | +150+10.3% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,400 | $33.9 萬 | 0.1% | +20+0.6% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,900 | $32.0 萬 | 0.1% | +1,900 | 新進 | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 16,225 | $31.8 萬 | 0.1% | −3,449−17.5% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 980 | $31.3 萬 | 0.1% | +360+58.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,853 | $30.5 萬 | 0.1% | −7,279−71.8% | 減碼 | – |
| ALLAllstate Corp | Stock | 2,157 | $29.9 萬 | 0.1% | +1,544+251.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,470 | $28.2 萬 | 0.1% | +50+3.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 9,308 | $27.4 萬 | 0.1% | +2,445+35.6% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 786 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 727 | $27.2 萬 | 0.1% | +512+238.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 994 | $27.2 萬 | 0.1% | +742+294.4% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 5,123 | $27.0 萬 | 0.1% | +5,123 | 新進 | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3,009 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 5,237 | $26.5 萬 | 0.1% | +236+4.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,189 | $26.4 萬 | 0.1% | +150+4.9% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,258 | $26.4 萬 | 0.1% | −2,072−22.2% | 減碼 | – |
| DLTRDollar Tree, Inc. | COM | 1,634 | $26.2 萬 | 0.1% | +775+90.2% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,106 | $26.1 萬 | 0.1% | +8+0.1% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 4,277 | $25.9 萬 | 0.1% | +540+14.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,716 | $25.6 萬 | <0.1% | +555+47.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,396 | $24.8 萬 | <0.1% | +630+82.2% | 加碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 7,546 | $24.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 1,166 | $24.7 萬 | <0.1% | +335+40.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 383 | $24.1 萬 | <0.1% | +257+204.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,631 | $24.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,882 | $25.5 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 2,026 | $7.90 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 1,556 | $4.50 萬 | <0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 65 | $2.00 萬 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 372 | $1.70 萬 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 370 | $1.60 萬 | <0.1% | – |
| FROGJFrog Ltd | Stock | 483 | $1.40 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 52 | $1.30 萬 | <0.1% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 60 | $8,000 | <0.1% | 歷史 |
| DCTDuck Creek Technologies, Inc. | SHS | 281 | $8,000 | <0.1% | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 106 | $7,000 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 100 | $5,000 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 500 | $5,000 | <0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 194 | $2,000 | <0.1% | – |
| Special Opportunities FD Inc84741T138 | RIGHT 01/21/2022 | 1,394 | $0 | 0.0% | – |