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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2023 年第 1 季持倉

持倉截至 2023/3/31,2023/5/12 申報。只含多頭部位,變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
811
較 2022 年第 4 季 −206
總值
$6.86 億
較 2022 年第 4 季 +$5,520 萬 (+8.8%)
申報日
2023/5/12
SEC
Crewe Advisors LLC 在 2023 年第 1 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, IncCOM1,207,157$1.15 億16.8%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF150,912$6,204 萬9.0%+3,634+2.5%加碼–
SPYSPDR S&P 500 ETF TrustETF95,772$3,921 萬5.7%−1,157−1.2%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF127,759$3,196 萬4.7%+8,562+7.2%加碼–
BRK.ABerkshire Hathaway IncCL A56$2,607 萬3.8%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF348,513$2,499 萬3.6%−13,510−3.7%減碼–
Vanguard World FD921910725ESG INTL STK ETF462,307$2,421 萬3.5%−8,871−1.9%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,837$2,239 萬3.3%+80.0%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE628,479$2,212 萬3.2%+7,375+1.2%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF104,677$1,984 萬2.9%00.0%不變–
iShares Russell 2000 ETF464287655ETF99,645$1,778 萬2.6%+4,625+4.9%加碼–
CVXChevron CorpStock104,395$1,703 萬2.5%−199−0.2%減碼歷史
PNTGPennant Group, Inc.COM1,117,817$1,596 萬2.3%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF235,425$1,574 萬2.3%+3,347+1.4%加碼–
MSFTMicrosoft CorpStock47,530$1,370 萬2.0%−233−0.5%減碼歷史
Vanguard Total Bond Market ETF921937835ETF185,430$1,369 萬2.0%+162,356+703.6%加碼–
AAPLApple Inc.Stock67,858$1,119 萬1.6%−99−0.1%減碼歷史
TSLATesla, Inc.Stock53,166$1,103 萬1.6%+1,617+3.1%加碼歷史
Vanguard S&P 500 ETF922908363ETF26,950$1,014 萬1.5%−131−0.5%減碼–
iShares Tr464288687PFD AND INCM SEC310,712$970.0 萬1.4%+248,857+402.3%加碼–
Vanguard Information Technology ETF92204A702ETF22,749$876.9 萬1.3%00.0%不變–
JPMorgan Ultra-Short Income ETF46641Q837ETF169,543$853.1 萬1.2%+22,239+15.1%加碼–
Invesco QQQ Trust Series I46090E103ETF17,933$575.5 萬0.8%−754−4.0%減碼–
AMZNAmazon Com IncStock45,625$471.3 萬0.7%+818+1.8%加碼歷史
MCOMoodys CorpStock15,155$463.8 萬0.7%−368−2.4%減碼歷史
GOOGAlphabet Inc.Stock44,259$460.3 萬0.7%−492−1.1%減碼歷史
iShares MSCI Eafe ETF464287465ETF56,873$406.8 萬0.6%+5,223+10.1%加碼–
AMDAdvanced Micro Devices IncStock40,631$398.2 萬0.6%−156−0.4%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF96,814$391.1 萬0.6%−938−1.0%減碼–
VVisa Inc.Stock17,310$390.3 萬0.6%−80−0.5%減碼歷史
BRK.BBerkshire Hathaway IncStock10,579$326.6 萬0.5%−79−0.7%減碼歷史
iShares Tr464288513IBOXX HI YD ETF41,512$313.6 萬0.5%+434+1.1%加碼–
iShares Core Dividend Growth ETF46434V621ETF59,486$297.4 萬0.4%−2,795−4.5%減碼–
iShares Tr464288414NATIONAL MUN ETF26,705$287.7 萬0.4%+9,523+55.4%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF52,285$255.1 萬0.4%−8,859−14.5%減碼–
Schwab US Dividend Equity ETF808524797ETF32,582$238.4 萬0.3%−1,929−5.6%減碼–
GOOGLAlphabet Inc.Stock22,809$236.6 萬0.3%+1,478+6.9%加碼歷史
XOMExxonMobil Holdings CorpCOM20,290$222.5 萬0.3%+463+2.3%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF8,303$202.9 萬0.3%+468+6.0%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF9,487$193.6 萬0.3%−14,229−60.0%減碼–
iShares Core S&P Small Cap ETF464287804ETF17,285$167.1 萬0.2%00.0%不變–
Vanguard Real Estate ETF922908553ETF19,642$163.1 萬0.2%−3,746−16.0%減碼–
iShares Tr464288273EAFE SML CP ETF25,476$151.6 萬0.2%−4,300−14.4%減碼–
iShares Tr464287234MSCI EMG MKT ETF37,305$147.2 萬0.2%+3,055+8.9%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF31,646$142.9 萬0.2%−311−1.0%減碼–
PGProcter & Gamble CoStock9,213$137.0 萬0.2%+514+5.9%加碼歷史
TJXTJX Companies IncStock16,141$126.5 萬0.2%+2,088+14.9%加碼歷史
HDHome Depot, Inc.Stock4,114$121.4 萬0.2%+17+0.4%加碼歷史
MRKMerck & Co., Inc.Stock11,070$117.8 萬0.2%−314−2.8%減碼歷史
Sandstorm Gold Ltd Com New80013R206Stock199,746$116.1 萬0.2%00.0%不變–
State Street Technology Select Sector SPDR ETF81369Y803ETF6,956$105.0 萬0.2%−10−0.1%減碼–
GISGeneral Mills IncStock12,010$102.6 萬0.1%+240+2.0%加碼歷史
AXPAmerican Express CoStock5,697$94.0 萬0.1%−20−0.3%減碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE15,666$83.6 萬0.1%+15,386+5,495.0%加碼–
ADBEAdobe Inc.Stock2,146$82.7 萬0.1%−89−4.0%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF24,857$79.9 萬0.1%+600+2.5%加碼–
METAMeta Platforms, Inc.Stock3,723$78.9 萬0.1%−597−13.8%減碼歷史
SHELShell plcADR13,422$77.2 萬0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock11,067$76.7 萬0.1%−309−2.7%減碼歷史
BABoeing CoStock3,503$74.4 萬0.1%−42−1.2%減碼歷史
NVDANVIDIA CorpStock2,664$74.0 萬0.1%−342−11.4%減碼歷史
JPMJPMorgan Chase & CoStock5,583$72.8 萬0.1%−401−6.7%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF3,438$72.5 萬0.1%−79−2.2%減碼–
GLDSPDR Gold TrustETF3,936$72.1 萬0.1%+14+0.4%加碼歷史
UNHUnitedHealth Group IncStock1,517$71.7 萬0.1%−16−1.0%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF14,708$71.1 萬0.1%+279+1.9%加碼–
IBMInternational Business Machines CorpStock5,218$68.4 萬0.1%+463+9.7%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,172$67.6 萬0.1%−39−3.2%減碼歷史
RTXRTX CorpStock6,805$66.6 萬0.1%+69+1.0%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN13,606$65.9 萬0.1%+11,827+664.8%加碼–
iShares Inc464286509MSCI CDA ETF18,936$64.7 萬0.1%+16,581+704.1%加碼–
ORCLOracle CorpStock6,961$64.7 萬0.1%−1,036−13.0%減碼歷史
ANAutonation, Inc.COM4,761$64.0 萬0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$59.0 萬0.1%00.0%不變–
PFEPfizer IncStock14,377$58.7 萬0.1%+229+1.6%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF3,797$58.5 萬0.1%+968+34.2%加碼–
DISWalt Disney CoStock5,595$56.0 萬0.1%+305+5.8%加碼歷史
iShares Tr464288281JPMORGAN USD EMG6,468$55.8 萬0.1%−3,729−36.6%減碼–
iShares MSCI USA Quality Factor ETF46432F339ETF4,433$55.0 萬0.1%00.0%不變–
SHWSherwin Williams CoCOM2,430$54.6 萬0.1%−19−0.8%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM59,738$52.7 萬0.1%00.0%不變歷史
ABBVAbbVie Inc.Stock3,307$52.7 萬0.1%−13−0.4%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,642$52.7 萬0.1%+6+0.2%加碼–
MAMastercard IncStock1,415$51.4 萬0.1%+301+27.0%加碼歷史
DUKDuke Energy CORPStock5,165$49.8 萬0.1%−69−1.3%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM9,052$49.4 萬0.1%−13−0.1%減碼–
iShares Inc464286665MSCI PAC JP ETF11,228$49.2 萬0.1%+4,379+63.9%加碼–
iShares Tr464287689RUSSELL 3000 ETF2,037$48.0 萬0.1%−11−0.5%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,422$44.3 萬0.1%+214+6.7%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF5,990$44.2 萬0.1%−434−6.8%減碼–
LOWLowes Companies IncStock2,202$44.0 萬0.1%−239−9.8%減碼歷史
NEENextera Energy IncStock5,702$44.0 萬0.1%−391−6.4%減碼歷史
NFLXNetflix IncStock1,224$42.3 萬0.1%+17+1.4%加碼歷史
AVGOBroadcom Inc.Stock658$42.2 萬0.1%+116+21.4%加碼歷史
AMPAmeriprise Financial IncCOM1,375$42.1 萬0.1%−82−5.6%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV3,364$41.6 萬0.1%00.0%不變–
BKNGBooking Holdings Inc.Stock156$41.4 萬0.1%+20+14.7%加碼歷史
JNJJohnson & JohnsonStock2,651$41.1 萬0.1%+130+5.2%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF35,070$40.3 萬0.1%−592,180−94.4%減碼–
CRMSalesforce, Inc.Stock1,935$38.7 萬0.1%−142−6.8%減碼歷史

2022 年第 4 季之後清倉(261 檔)

2022 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 261 檔。

Crewe Advisors LLC 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
First Trust Rising Dividend Achievers ETF33738R506ETF2,000$8.78 萬<0.1%–
Flexshares Tr33939L860QUALT DIVD IDX883$4.64 萬<0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF376$2.65 萬<0.1%–
First Tr Exchange-Traded FD33738D309SENIOR LN FD521$2.32 萬<0.1%–
VICIVici Properties Inc.COM628$2.03 萬<0.1%歷史
DOCHealthpeak Properties, Inc.COM738$1.85 萬<0.1%歷史
GPCGenuine Parts CoStock95$1.65 萬<0.1%歷史
AIMCAltra Industrial Motion Corp.COM267$1.60 萬<0.1%歷史
iShares Tr46435U853BROAD USD HIGH458$1.58 萬<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF200$1.49 萬<0.1%–
FANGDiamondback Energy, Inc.Stock98$1.34 萬<0.1%歷史
BKRBaker Hughes CoCL A409$1.21 萬<0.1%歷史
SIVBSVB Financial GroupCOM52$1.20 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF128$1.17 萬<0.1%–
CSGPCostar Group, Inc.COM146$1.13 萬<0.1%歷史
iShares Inc464286319EM MKTS DIV ETF434$1.05 萬<0.1%–
FHNFirst Horizon CorpCOM375$9,188<0.1%歷史
CSXCSX CorpStock296$9,170<0.1%歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG120$9,136<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF139$8,943<0.1%–
DINOHF Sinclair CorpCOM172$8,925<0.1%歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL229$8,917<0.1%–
BCEBce IncCOM NEW200$8,790<0.1%歷史
GDDYGoDaddy Inc.CL A116$8,679<0.1%歷史
ANETArista Networks, Inc.COM71$8,616<0.1%歷史
AAgilent Technologies, Inc.COM55$8,231<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock80$8,207<0.1%歷史
CFGCitizens Financial Group IncCOM200$7,874<0.1%歷史
AMEAmetek IncCOM55$7,685<0.1%歷史
PFGPrincipal Financial Group IncCOM91$7,637<0.1%歷史
URIUnited Rentals, Inc.COM21$7,464<0.1%歷史
ESEversource EnergyStock89$7,462<0.1%歷史
ARESAres Management CorpCL A COM STK109$7,460<0.1%歷史
CAGConagra Brands Inc.Stock192$7,430<0.1%歷史
MYOVMyovant Sciences Ltd.COM269$7,252<0.1%歷史
WBSWebster Financial CorpCOM152$7,196<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF140$7,046<0.1%–
SIGSignet Jewelers LtdSHS101$6,868<0.1%歷史
PCARPaccar IncCOM69$6,829<0.1%歷史
LENLennar CorpCL A75$6,788<0.1%歷史
ROSTRoss Stores, Inc.COM57$6,616<0.1%歷史
TMUST-Mobile US, Inc.Stock47$6,580<0.1%歷史
OKEONEOK IncCOM97$6,373<0.1%歷史
FLRFluor CorpStock178$6,169<0.1%歷史
HEIHeico CorpCOM40$6,146<0.1%歷史
SPGSimon Property Group Inc.REIT49$5,757<0.1%歷史
JNPRJuniper Networks IncCOM178$5,689<0.1%歷史
CDNSCadence Design Systems IncStock35$5,622<0.1%歷史
EDConsolidated Edison IncStock57$5,433<0.1%歷史
AEEAmeren CorpCOM59$5,246<0.1%歷史
CBRECbre Group, Inc.CL A68$5,233<0.1%歷史
WRBBerkley W R CorpCOM72$5,225<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF309$5,191<0.1%–
MASMasco CorpCOM111$5,180<0.1%歷史
RJFRaymond James Financial IncCOM48$5,129<0.1%歷史
PLNTPlanet Fitness, Inc.CL A65$5,122<0.1%歷史
MSCIMSCI Inc.Stock11$5,117<0.1%歷史
TDGTransDigm Group INCCOM8$5,037<0.1%歷史
BYDBoyd Gaming CorpCOM92$5,017<0.1%歷史
ALEAllete IncCOM NEW77$4,967<0.1%歷史
MSIMotorola Solutions, Inc.Stock19$4,896<0.1%歷史
VRSNVerisign IncCOM23$4,725<0.1%歷史
CPTCamden Property TrustREIT42$4,699<0.1%歷史
SRESempraStock30$4,636<0.1%歷史
HUNHuntsman CORPCOM161$4,424<0.1%歷史
FOXFox CorpCL B COM155$4,410<0.1%歷史
WTWWillis Towers Watson PLCSHS18$4,402<0.1%歷史
NETCloudflare, Inc.CL A COM97$4,385<0.1%歷史
CCKCrown Holdings, Inc.COM53$4,357<0.1%歷史
iShares Tr46434V696CORE MSCI PAC81$4,347<0.1%–
IEXIdex CorpCOM19$4,338<0.1%歷史
KBRKBR, Inc.COM81$4,277<0.1%歷史
ALBAlbemarle CorpStock19$4,120<0.1%歷史
CDWCDW CorpCOM23$4,107<0.1%歷史
IDXXIDEXX Laboratories IncCOM10$4,080<0.1%歷史
CTASCintas CorpStock9$4,065<0.1%歷史
BURLBurlington Stores, Inc.COM20$4,055<0.1%歷史
PDMPiedmont Realty Trust, Inc.COM CL A442$4,053<0.1%歷史
HBANHuntington Bancshares IncCOM285$4,018<0.1%歷史
DOXAmdocs LtdSHS44$4,000<0.1%歷史
VOYAVoya Financial, Inc.COM64$3,935<0.1%歷史
HPHelmerich & Payne, Inc.COM79$3,916<0.1%歷史
CPRTCopart IncCOM64$3,897<0.1%歷史
CPAYCorpay, Inc.COM21$3,857<0.1%歷史
BOKFBok Financial CorpCOM NEW37$3,840<0.1%歷史
CNOCNO Financial Group, Inc.COM168$3,839<0.1%歷史
FEFirstenergy CorpCOM91$3,817<0.1%歷史
PAYXPaychex IncStock33$3,813<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE63$3,800<0.1%歷史
FITBFifth Third BancorpCOM115$3,773<0.1%歷史
COOPMaverick Merger Sub 2, LLCCOM92$3,692<0.1%歷史
KMBKimberly Clark CorpStock27$3,665<0.1%歷史
TSCOTractor Supply CoCOM16$3,600<0.1%歷史
TDYTeledyne Technologies IncCOM9$3,599<0.1%歷史
DRIDarden Restaurants IncCOM26$3,597<0.1%歷史
HOGHarley-Davidson, Inc.COM86$3,578<0.1%歷史
SUISun Communities IncCOM25$3,575<0.1%歷史
RGAReinsurance Group of America IncCOM NEW25$3,552<0.1%歷史
NVSTEnvista Holdings CorpCOM105$3,535<0.1%歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD144$3,527<0.1%–