Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 1,289
- 較 2022 年第 2 季 +124
- 總值
- $5.53 億
- 較 2022 年第 2 季 +$1.01 億 (+22.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,217,103 | $9,676 萬 | 17.5% | −10,000−0.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 137,229 | $4,922 萬 | 8.9% | +9,062+7.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 96,886 | $3,461 萬 | 6.3% | +9,020+10.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 64 | $2,601 萬 | 4.7% | +64 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 118,371 | $2,595 萬 | 4.7% | +3,591+3.1% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 368,077 | $2,316 萬 | 4.2% | +50.0% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 645,604 | $2,162 萬 | 3.9% | +13,126+2.1% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 466,860 | $2,028 萬 | 3.7% | +730+0.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 47,709 | $1,916 萬 | 3.5% | +39,186+459.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 104,677 | $1,789 萬 | 3.2% | +104,334+30,418.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 96,708 | $1,595 萬 | 2.9% | +1,850+2.0% | 加碼 | – |
| CVXChevron Corp | Stock | 101,811 | $1,463 萬 | 2.6% | +370.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 52,221 | $1,385 萬 | 2.5% | +16,413+45.8% | 加碼依 3 比 1 拆股換算 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,125,410 | $1,172 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,998 | $1,118 萬 | 2.0% | +3,971+9.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 66,930 | $925.0 萬 | 1.7% | +26,106+63.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 649,399 | $771.5 萬 | 1.4% | −58,282−8.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 16,118 | $529.2 萬 | 1.0% | +9,943+161.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 44,775 | $506.0 萬 | 0.9% | +28,789+180.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 46,381 | $446.0 萬 | 0.8% | +34,541+291.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 64,531 | $408.9 萬 | 0.7% | +63,731+7,966.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 15,627 | $379.9 萬 | 0.7% | +17+0.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,881 | $372.3 萬 | 0.7% | +23,772+1,127.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,708 | $366.4 萬 | 0.7% | +4,941+56.4% | 加碼 | – |
| VVisa Inc. | Stock | 17,785 | $316.0 萬 | 0.6% | +42+0.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 41,859 | $234.5 萬 | 0.4% | +2,062+5.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 52,446 | $233.2 萬 | 0.4% | +1,820+3.6% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 47,068 | $229.6 萬 | 0.4% | +28,119+148.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,156 | $217.8 萬 | 0.4% | +1,207+17.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,286 | $204.7 萬 | 0.4% | −15,795−21.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 16,297 | $197.8 萬 | 0.4% | +14,293+713.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 42,177 | $181.3 萬 | 0.3% | +24,813+142.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,237 | $176.7 萬 | 0.3% | +231+1.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,353 | $176.4 萬 | 0.3% | −3,376−6.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,835 | $164.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 19,592 | $157.1 萬 | 0.3% | +4,394+28.9% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 47,642 | $150.9 萬 | 0.3% | +24,747+108.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 27,625 | $138.6 萬 | 0.3% | −1,165−4.0% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,804 | $138.2 萬 | 0.2% | +16,698+406.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,780 | $133.2 萬 | 0.2% | +9,329+125.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,398 | $118.6 萬 | 0.2% | +1,158+10.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 32,477 | $113.3 萬 | 0.2% | +1,100+3.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 8,401 | $106.1 萬 | 0.2% | +383+4.8% | 加碼 | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $103.3 萬 | 0.2% | +199,746 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 10,973 | $94.5 萬 | 0.2% | +472+4.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,950 | $94.3 萬 | 0.2% | +236+3.5% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,017 | $92.1 萬 | 0.2% | +94+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,709 | $84.5 萬 | 0.2% | +1,049+28.7% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 3,070 | $84.5 萬 | 0.2% | +2,157+236.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,598 | $79.4 萬 | 0.1% | +1,903+33.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,937 | $77.8 萬 | 0.1% | +161+1.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,680 | $76.6 萬 | 0.1% | +57+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,504 | $76.0 萬 | 0.1% | +191+14.5% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,491 | $74.9 萬 | 0.1% | +8,463+417.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,191 | $69.5 萬 | 0.1% | +12,461+1,707.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,240 | $68.8 萬 | 0.1% | +4,810+42.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 15,515 | $67.9 萬 | 0.1% | +770+5.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 22,250 | $67.6 萬 | 0.1% | +9,126+69.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 7,135 | $67.3 萬 | 0.1% | +310+4.5% | 加碼 | 歷史 |
| SHELShell plc | ADR | 13,422 | $66.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,299 | $65.9 萬 | 0.1% | +290+28.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,133 | $64.9 萬 | 0.1% | +1,085+53.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,302 | $63.7 萬 | 0.1% | +2,783+61.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,246 | $61.0 萬 | 0.1% | +293+9.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,922 | $60.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,680 | $58.3 萬 | 0.1% | +2,097+58.5% | 加碼 | – |
| NEENextera Energy Inc | Stock | 7,168 | $56.2 萬 | 0.1% | +1,320+22.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,837 | $54.0 萬 | 0.1% | +5,053+133.5% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $53.5 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 5,582 | $51.9 萬 | 0.1% | +144+2.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,733 | $51.3 萬 | 0.1% | +47+1.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,926 | $51.2 萬 | 0.1% | +1,838+59.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,996 | $50.9 萬 | 0.1% | +1,444+56.6% | 加碼 | – |
| iShares Inc464286665 | MSCI PAC JP ETF | 13,146 | $49.3 萬 | 0.1% | +8,567+187.1% | 加碼 | – |
| ANAutonation, Inc. | COM | 4,761 | $48.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,577 | $48.3 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,977 | $47.9 萬 | 0.1% | +781+10.9% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,917 | $46.5 萬 | 0.1% | +183+4.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,552 | $45.4 萬 | 0.1% | +168+3.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,771 | $45.3 萬 | 0.1% | +191+7.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 19,385 | $44.1 萬 | 0.1% | 00.0% | 不變 | – |
| ADPTAdaptive Biotechnologies Corp | COM | 59,851 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 899 | $42.5 萬 | 0.1% | +59+7.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,535 | $42.4 萬 | 0.1% | +95+6.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,392 | $39.6 萬 | 0.1% | +153+12.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 6,294 | $39.1 萬 | 0.1% | +137+2.2% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,541 | $38.8 萬 | 0.1% | +38+2.5% | 加碼 | 歷史 |
| XMQualtrics International Inc. | COM CL A | 37,319 | $38.0 萬 | 0.1% | −7,000−15.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,364 | $37.5 萬 | 0.1% | +2,987+792.3% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,090 | $37.3 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,426 | $36.8 萬 | 0.1% | +159+12.5% | 加碼 | 歷史 |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 10,257 | $35.5 萬 | 0.1% | +11+0.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,134 | $34.2 萬 | 0.1% | +23+0.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,614 | $33.9 萬 | 0.1% | +175+7.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,032 | $33.4 萬 | 0.1% | +97+10.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,996 | $33.1 萬 | 0.1% | +66+2.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,628 | $32.6 萬 | 0.1% | +1,268+29.1% | 加碼 | – |
| LINLinde PLC | SHS | 1,194 | $32.2 萬 | 0.1% | +49+4.3% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,432 | $31.9 萬 | 0.1% | +330+15.7% | 加碼 | – |
| ALLAllstate Corp | Stock | 2,558 | $31.9 萬 | 0.1% | +69+2.8% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（15 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MANTMantech International Corp | CL A | 182 | $1.70 萬 | <0.1% | 歷史 |
| B Riley Principal 150 Merger05601V103 | COM CL A | 1,710 | $1.70 萬 | <0.1% | – |
| GSKGSK plc | SPONSORED ADR | 330 | $1.40 萬 | <0.1% | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 180 | $8,000 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 180 | $7,000 | <0.1% | – |
| CTTCatchMark Timber Trust, Inc. | CL A | 663 | $7,000 | <0.1% | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 93 | $5,000 | <0.1% | – |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 81 | $5,000 | <0.1% | – |
| BHVNBiohaven Ltd. | COM | 31 | $5,000 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 57 | $4,000 | <0.1% | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 10 | $1,000 | <0.1% | – |
| GCPGCP Applied Technologies Inc. | COM | 25 | $1,000 | <0.1% | 歷史 |
| HMTVHemisphere Media Group, Inc. | CL A | 112 | $1,000 | <0.1% | 歷史 |
| Eros Intl PLCG3788R105 | COM | 295 | $1,000 | <0.1% | – |
| NBEVNewAge, Inc. | COM | 700 | $0 | 0.0% | 歷史 |