Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 1,165
- 較 2022 年第 1 季 +662
- 總值
- $4.53 億
- 較 2022 年第 1 季 −$5,967 萬 (−11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,227,103 | $9,016 萬 | 19.9% | +3390.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 128,167 | $4,860 萬 | 10.7% | +9,959+8.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 87,866 | $3,315 萬 | 7.3% | +2,061+2.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,780 | $2,597 萬 | 5.7% | +5,629+5.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 368,072 | $2,444 萬 | 5.4% | −105,625−22.3% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 466,130 | $2,286 萬 | 5.0% | −103,658−18.2% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 632,478 | $2,202 萬 | 4.9% | +14,244+2.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 94,858 | $1,607 萬 | 3.5% | +4,592+5.1% | 加碼 | – |
| CVXChevron Corp | Stock | 101,774 | $1,474 萬 | 3.3% | −8,073−7.3% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,125,410 | $1,442 萬 | 3.2% | +30,000+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,027 | $1,131 萬 | 2.5% | +4,196+10.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 707,681 | $873.3 萬 | 1.9% | −130,756−15.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 11,936 | $803.8 萬 | 1.8% | +2,583+27.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 40,824 | $558.1 萬 | 1.2% | +7,305+21.8% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 15,610 | $424.5 萬 | 0.9% | +175+1.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,523 | $352.4 萬 | 0.8% | +38+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,743 | $349.3 萬 | 0.8% | +1,730+10.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 72,081 | $294.1 萬 | 0.6% | +3,015+4.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 39,797 | $248.7 萬 | 0.5% | +4,318+12.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,767 | $245.7 萬 | 0.5% | +2,473+39.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 50,626 | $241.2 萬 | 0.5% | +796+1.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,729 | $215.4 萬 | 0.5% | +4,177+8.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,175 | $214.2 萬 | 0.5% | +1,391+29.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,949 | $189.7 萬 | 0.4% | +2,421+53.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,835 | $171.4 萬 | 0.4% | +5,610+252.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,006 | $171.3 萬 | 0.4% | +55+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,986 | $169.8 萬 | 0.4% | +3,726+30.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 28,790 | $144.2 萬 | 0.3% | +14,480+101.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,198 | $138.5 萬 | 0.3% | +1,965+14.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 592 | $129.5 萬 | 0.3% | +260+78.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,377 | $125.8 萬 | 0.3% | +740+2.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 562 | $122.5 萬 | 0.3% | +276+96.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,018 | $115.3 萬 | 0.3% | +962+13.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,714 | $108.3 萬 | 0.2% | +1,882+38.9% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 18,949 | $103.4 萬 | 0.2% | +7,624+67.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,501 | $95.7 萬 | 0.2% | +1,513+16.8% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,923 | $90.0 萬 | 0.2% | +223+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,364 | $85.2 萬 | 0.2% | +17,207+10,959.9% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 10,776 | $83.0 萬 | 0.2% | +1,293+13.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,623 | $77.9 萬 | 0.2% | +218+4.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,745 | $77.3 萬 | 0.2% | +2,053+16.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 22,895 | $75.3 萬 | 0.2% | +15,637+215.4% | 加碼 | – |
| SHELShell plc | ADR | 13,422 | $70.2 萬 | 0.2% | +7,000+109.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,660 | $69.0 萬 | 0.2% | +122+3.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,313 | $67.4 萬 | 0.1% | +416+46.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,922 | $66.1 萬 | 0.1% | −150−3.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,825 | $64.4 萬 | 0.1% | +2,896+73.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,695 | $64.1 萬 | 0.1% | +629+12.4% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,451 | $63.6 萬 | 0.1% | +6,275+533.6% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 5,438 | $58.3 萬 | 0.1% | +679+14.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,953 | $58.2 萬 | 0.1% | +285+10.7% | 加碼 | – |
| XMQualtrics International Inc. | COM CL A | 44,319 | $55.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $55.2 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,009 | $54.8 萬 | 0.1% | +402+66.2% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 4,761 | $53.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,734 | $52.7 萬 | 0.1% | +279+8.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,384 | $51.7 萬 | 0.1% | +1,253+30.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,577 | $51.3 萬 | 0.1% | +923+34.8% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,430 | $51.0 萬 | 0.1% | +9+0.1% | 加碼 | – |
| ADPTAdaptive Biotechnologies Corp | COM | 59,851 | $48.4 萬 | 0.1% | +613+1.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,686 | $46.9 萬 | 0.1% | +1,520+130.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 19,385 | $46.3 萬 | 0.1% | +19,385 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,196 | $45.9 萬 | 0.1% | +711+11.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,580 | $45.8 萬 | 0.1% | +1,184+84.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,848 | $45.3 萬 | 0.1% | +1,235+26.8% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,048 | $44.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,519 | $41.8 萬 | 0.1% | +136+3.1% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,124 | $41.3 萬 | 0.1% | +12,450+1,847.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 840 | $40.3 萬 | 0.1% | +182+27.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,440 | $39.5 萬 | 0.1% | +924+179.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,239 | $39.1 萬 | 0.1% | +638+106.2% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 7,132 | $38.3 萬 | 0.1% | +772+12.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,090 | $38.2 萬 | 0.1% | +3,150+63.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,583 | $38.1 萬 | 0.1% | +450+14.4% | 加碼 | – |
| SUSuncor Energy Inc | Stock | 10,794 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,930 | $37.9 萬 | 0.1% | +101+3.6% | 加碼 | 歷史 |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 10,246 | $37.4 萬 | 0.1% | +35+0.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,111 | $35.8 萬 | 0.1% | +21+0.3% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 1,503 | $35.7 萬 | 0.1% | +100+7.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,109 | $34.8 萬 | 0.1% | +508+31.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,088 | $34.5 萬 | 0.1% | +3,088 | 新進 | – |
| TJXTJX Companies Inc | Stock | 6,157 | $34.4 萬 | 0.1% | +1,880+44.0% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,415 | $34.4 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,552 | $34.3 萬 | 0.1% | +301+13.4% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 913 | $33.4 萬 | 0.1% | +611+202.3% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,895 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| LINLinde PLC | SHS | 1,145 | $32.9 萬 | 0.1% | +165+16.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,267 | $32.1 萬 | 0.1% | +467+58.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,489 | $31.5 萬 | 0.1% | +332+15.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,004 | $30.4 萬 | 0.1% | +1,010+101.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 935 | $30.3 萬 | 0.1% | +345+58.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,439 | $29.7 萬 | 0.1% | +723+42.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,106 | $29.4 萬 | 0.1% | +3,639+779.2% | 加碼 | – |
| DLTRDollar Tree, Inc. | COM | 1,889 | $29.4 萬 | 0.1% | +255+15.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,049 | $28.9 萬 | 0.1% | +883+75.7% | 加碼 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 11,197 | $28.9 萬 | 0.1% | −1,624−12.7% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,102 | $28.7 萬 | 0.1% | +202+10.6% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 161 | $28.2 萬 | 0.1% | +95+143.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 565 | $27.4 萬 | 0.1% | +182+47.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,375 | $27.2 萬 | 0.1% | +4,125+330.0% | 加碼 | – |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BMOBank of Montreal | COM | 615 | $7.30 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 1,695 | $4.20 萬 | <0.1% | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,500 | $2.90 萬 | <0.1% | 歷史 |
| 51JOB Inc316827104 | SPONSORED ADS | 185 | $1.10 萬 | <0.1% | – |
| OSKOshkosh Corp | COM | 100 | $1.00 萬 | <0.1% | 歷史 |
| ASBAssociated Banc-Corp | COM | 337 | $8,000 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 150 | $7,000 | <0.1% | 歷史 |
| SOSSOS Ltd | SPNSORD ADS NEW | 23 | $0 | 0.0% | 歷史 |