跳到主要內容

Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/7/28 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
868
較 2023 年第 1 季 +57
總值
$7.12 億
較 2023 年第 1 季 +$2,683 萬 (+3.9%)
申報日
2023/7/28
SEC
Crewe Advisors LLC 在 2023 年第 2 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, IncCOM1,182,052$1.13 億15.8%−25,105−2.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF152,786$6,810 萬9.6%+1,874+1.2%加碼–
SPYSPDR S&P 500 ETF TrustETF93,932$4,164 萬5.8%−1,840−1.9%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF132,370$3,461 萬4.9%+4,611+3.6%加碼–
BRK.ABerkshire Hathaway IncCL A56$2,900 萬4.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF348,978$2,734 萬3.8%+465+0.1%加碼–
Vanguard World FD921910725ESG INTL STK ETF466,795$2,479 萬3.5%+4,488+1.0%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,821$2,338 萬3.3%−160.0%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE653,846$2,313 萬3.2%+25,367+4.0%加碼–
Vanguard Total Bond Market ETF921937835ETF309,005$2,246 萬3.2%+123,575+66.6%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF104,677$2,082 萬2.9%00.0%不變–
iShares Russell 2000 ETF464287655ETF102,003$1,910 萬2.7%+2,358+2.4%加碼–
CVXChevron CorpStock103,514$1,629 萬2.3%−881−0.8%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF236,115$1,594 萬2.2%+690+0.3%加碼–
MSFTMicrosoft CorpStock46,296$1,577 萬2.2%−1,234−2.6%減碼歷史
TSLATesla, Inc.Stock53,070$1,389 萬2.0%−96−0.2%減碼歷史
PNTGPennant Group, Inc.COM1,100,307$1,351 萬1.9%−17,510−1.6%減碼歷史
AAPLApple Inc.Stock65,757$1,275 萬1.8%−2,101−3.1%減碼歷史
iShares Tr464288687PFD AND INCM SEC340,545$1,053 萬1.5%+29,833+9.6%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF203,294$1,019 萬1.4%+33,751+19.9%加碼–
Vanguard Information Technology ETF92204A702ETF22,592$998.9 萬1.4%−157−0.7%減碼–
Vanguard S&P 500 ETF922908363ETF21,528$876.8 萬1.2%−5,422−20.1%減碼–
Invesco QQQ Trust Series I46090E103ETF17,651$652.0 萬0.9%−282−1.6%減碼–
GOOGAlphabet Inc.Stock42,889$518.8 萬0.7%−1,370−3.1%減碼歷史
MCOMoodys CorpStock14,209$494.1 萬0.7%−946−6.2%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF121,438$494.0 萬0.7%+24,624+25.4%加碼–
AMZNAmazon Com IncStock35,522$463.1 萬0.7%−10,103−22.1%減碼歷史
AMDAdvanced Micro Devices IncStock40,038$456.1 萬0.6%−593−1.5%減碼歷史
iShares Tr464288414NATIONAL MUN ETF40,988$437.5 萬0.6%+14,283+53.5%加碼–
VVisa Inc.Stock17,668$419.6 萬0.6%+358+2.1%加碼歷史
iShares MSCI Eafe ETF464287465ETF57,821$419.2 萬0.6%+948+1.7%加碼–
BRK.BBerkshire Hathaway IncStock10,512$358.5 萬0.5%−67−0.6%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF67,760$334.0 萬0.5%+15,475+29.6%加碼–
GOOGLAlphabet Inc.Stock25,099$300.4 萬0.4%+2,290+10.0%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF52,279$269.4 萬0.4%−7,207−12.1%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF10,894$240.0 萬0.3%+1,407+14.8%加碼–
iShares Russell 1000 Growth ETF464287614ETF8,303$228.5 萬0.3%00.0%不變–
Schwab US Dividend Equity ETF808524797ETF30,688$222.9 萬0.3%−1,894−5.8%減碼–
XOMExxonMobil Holdings CorpCOM19,283$206.8 萬0.3%−1,007−5.0%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF16,760$167.0 萬0.2%−525−3.0%減碼–
iShares Tr464288273EAFE SML CP ETF25,817$152.3 萬0.2%+341+1.3%加碼–
iShares Tr464287234MSCI EMG MKT ETF37,941$150.1 萬0.2%+636+1.7%加碼–
TJXTJX Companies IncStock17,148$145.4 萬0.2%+1,007+6.2%加碼歷史
Vanguard Real Estate ETF922908553ETF16,568$138.4 萬0.2%−3,074−15.7%減碼–
PGProcter & Gamble CoStock8,979$136.2 萬0.2%−234−2.5%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF29,352$135.5 萬0.2%−2,294−7.2%減碼–
MRKMerck & Co., Inc.Stock11,170$128.9 萬0.2%+100+0.9%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF6,872$119.5 萬0.2%−84−1.2%減碼–
HDHome Depot, Inc.Stock3,805$118.2 萬0.2%−309−7.5%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM20,162$111.6 萬0.2%+11,110+122.7%加碼–
Sandstorm Gold Ltd Com New80013R206Stock199,746$102.3 萬0.1%00.0%不變–
METAMeta Platforms, Inc.Stock3,320$95.3 萬0.1%−403−10.8%減碼歷史
AXPAmerican Express CoStock5,417$94.4 萬0.1%−280−4.9%減碼歷史
ADBEAdobe Inc.Stock1,916$93.7 萬0.1%−230−10.7%減碼歷史
GISGeneral Mills IncStock12,019$92.2 萬0.1%+9+0.1%加碼歷史
NVDANVIDIA CorpStock1,934$81.8 萬0.1%−730−27.4%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF15,616$81.8 萬0.1%+908+6.2%加碼–
ORCLOracle CorpStock6,642$79.1 萬0.1%−319−4.6%減碼歷史
SHELShell plcADR13,022$78.6 萬0.1%−400−3.0%減碼歷史
ANAutonation, Inc.COM4,761$78.4 萬0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF3,405$75.0 萬0.1%−33−1.0%減碼–
JPMJPMorgan Chase & CoStock5,122$74.5 萬0.1%−461−8.3%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,419$74.0 萬0.1%+247+21.1%加碼歷史
BABoeing CoStock3,503$74.0 萬0.1%00.0%不變歷史
SHWSherwin Williams CoCOM2,729$72.5 萬0.1%+299+12.3%加碼歷史
GLDSPDR Gold TrustETF3,936$70.2 萬0.1%00.0%不變歷史
MAMastercard IncStock1,707$67.1 萬0.1%+292+20.6%加碼歷史
IBMInternational Business Machines CorpStock4,950$66.2 萬0.1%−268−5.1%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF19,028$64.1 萬0.1%−5,829−23.5%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$62.6 萬0.1%00.0%不變–
BMYBristol Myers Squibb CoStock9,661$61.8 萬0.1%−1,406−12.7%減碼歷史
AVGOBroadcom Inc.Stock689$59.8 萬0.1%+31+4.7%加碼歷史
iShares Tr464288281JPMORGAN USD EMG6,445$55.8 萬0.1%−23−0.4%減碼–
Vanguard Dividend Appreciation ETF921908844ETF3,427$55.7 萬0.1%−370−9.7%減碼–
UNHUnitedHealth Group IncStock1,123$54.0 萬0.1%−394−26.0%減碼歷史
RTXRTX CorpStock5,496$53.8 萬0.1%−1,309−19.2%減碼歷史
iShares Tr464287689RUSSELL 3000 ETF2,037$51.8 萬0.1%00.0%不變–
PFEPfizer IncStock13,205$48.4 萬0.1%−1,172−8.2%減碼歷史
DUKDuke Energy CORPStock5,205$46.7 萬0.1%+40+0.8%加碼歷史
AMPAmeriprise Financial IncCOM1,376$45.7 萬0.1%+1+0.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,434$45.6 萬0.1%+12+0.4%加碼–
LOWLowes Companies IncStock2,010$45.4 萬0.1%−192−8.7%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,208$43.3 萬0.1%−1,225−27.6%減碼–
NFLXNetflix IncStock962$42.4 萬0.1%−262−21.4%減碼歷史
DISWalt Disney CoStock4,723$42.2 萬0.1%−872−15.6%減碼歷史
LINLinde PLCStock1,085$41.3 萬0.1%+20+1.9%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV3,364$41.2 萬0.1%00.0%不變–
MDBMongoDB, Inc.CL A1,000$41.1 萬0.1%−29−2.8%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM59,738$40.1 萬0.1%00.0%不變歷史
Schwab Strategic Tr8085247221000 INDEX ETF9,290$39.8 萬0.1%+500+5.7%加碼–
Schwab U.S. Broad Market ETF808524102ETF7,606$39.3 萬0.1%+381+5.3%加碼–
COSTCostco Wholesale CorpStock720$38.8 萬0.1%+1+0.1%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF4,796$38.3 萬0.1%−1,194−19.9%減碼–
APHAmphenol CorpCL A4,424$37.6 萬0.1%+1,829+70.5%加碼歷史
BKNGBooking Holdings Inc.Stock139$37.5 萬0.1%−17−10.9%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,061$36.5 萬0.1%00.0%不變歷史
LLYEli Lilly & CoStock771$36.2 萬0.1%−173−18.3%減碼歷史
ABBVAbbVie Inc.Stock2,642$35.6 萬<0.1%−665−20.1%減碼歷史
WMTWalmart Inc.Stock2,244$35.3 萬<0.1%−224−9.1%減碼歷史
JNJJohnson & JohnsonStock2,125$35.2 萬<0.1%−526−19.8%減碼歷史

2023 年第 1 季之後清倉(165 檔)

2023 年第 1 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 165 檔。

Crewe Advisors LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
iShares Tr464288513IBOXX HI YD ETF41,512$313.6 萬0.5%–
iShares Inc464286509MSCI CDA ETF18,936$64.7 萬0.1%–
iShares Inc46434G822MSCI JAPAN ETF5,145$30.2 萬<0.1%–
XMQualtrics International Inc.COM CL A16,635$29.7 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW1,531$19.9 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF1,293$12.0 萬<0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF1,800$8.56 萬<0.1%–
ALGNAlign Technology IncCOM178$5.95 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF608$5.54 萬<0.1%–
DOVDOVER CorpCOM364$5.53 萬<0.1%歷史
ETNEaton Corp plcStock313$5.36 萬<0.1%歷史
AJGArthur J. Gallagher & Co.COM217$4.15 萬<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF380$3.91 萬<0.1%–
WisdomTree Tr97717W505US MIDCAP DIVID898$3.68 萬<0.1%–
AIGAmerican International Group, Inc.Stock705$3.55 萬<0.1%歷史
TROWPrice T Rowe Group IncStock306$3.45 萬<0.1%歷史
IPARInterparfums IncCOM225$3.20 萬<0.1%歷史
NOGNorthern Oil & Gas, Inc.COM976$2.96 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM212$2.92 萬<0.1%歷史
NVRNVR IncCOM5$2.79 萬<0.1%歷史
MTRNMATERION CorpCOM236$2.74 萬<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF180$2.49 萬<0.1%–
SXIStandex International CorpCOM201$2.46 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM358$2.45 萬<0.1%歷史
CHRDChord Energy CorpCOM NEW180$2.42 萬<0.1%歷史
OLEDUniversal Display CorpCOM155$2.40 萬<0.1%歷史
CHEChemed CorpCOM44$2.37 萬<0.1%歷史
AGMFederal Agricultural Mortgage CorpCL C169$2.25 萬<0.1%歷史
LMATLemaitre Vascular IncCOM435$2.24 萬<0.1%歷史
ALSNAllison Transmission Holdings IncStock488$2.21 萬<0.1%歷史
ITGartner IncCOM67$2.18 萬<0.1%歷史
LSTRLandstar System IncCOM117$2.10 萬<0.1%歷史
NSPInsperity, Inc.COM171$2.08 萬<0.1%歷史
BWXTBWX Technologies, Inc.COM328$2.07 萬<0.1%歷史
USPHU S Physical Therapy IncCOM211$2.07 萬<0.1%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK118$2.04 萬<0.1%歷史
CRAICra International, Inc.COM186$2.01 萬<0.1%歷史
SNYSanofiSPONSORED ADR355$1.93 萬<0.1%歷史
LFUSLittelfuse IncCOM72$1.93 萬<0.1%歷史
HOMBHome Bancshares IncCOM888$1.93 萬<0.1%歷史
CPKChesapeake Utilities CorpCOM145$1.86 萬<0.1%歷史
EVREvercore Inc.CLASS A160$1.85 萬<0.1%歷史
LKFNLakeland Financial CorpCOM289$1.81 萬<0.1%歷史
TTEKTetra Tech IncCOM123$1.81 萬<0.1%歷史
ALSumisho Air Lease CorpCL A455$1.79 萬<0.1%歷史
TERTeradyne, IncStock166$1.78 萬<0.1%歷史
BCBrunswick CorpCOM217$1.78 萬<0.1%歷史
WINGWingstop Inc.COM93$1.71 萬<0.1%歷史
MTCHMatch Group, Inc.COM441$1.69 萬<0.1%歷史
UFPIUfp Industries IncCOM210$1.67 萬<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW260$1.66 萬<0.1%歷史
EHCEncompass Health CorpCOM300$1.62 萬<0.1%歷史
ABMAbm Industries IncCOM358$1.61 萬<0.1%歷史
POWIPower Integrations IncCOM188$1.59 萬<0.1%歷史
KLICKulicke & Soffa Industries IncCOM301$1.59 萬<0.1%歷史
UTZUtz Brands, Inc.COM CL A932$1.54 萬<0.1%歷史
Schwab Strategic Tr808524862SHT TM US TRES312$1.52 萬<0.1%–
SHOEShoe Station Group IncCOM590$1.51 萬<0.1%歷史
CNSCohen & Steers, Inc.COM233$1.49 萬<0.1%歷史
KWRQuaker Chemical CorpCOM75$1.48 萬<0.1%歷史
SSTKShutterstock, Inc.COM200$1.45 萬<0.1%歷史
BWABorgwarner IncCOM292$1.43 萬<0.1%歷史
SBACSba Communications CorpCL A54$1.41 萬<0.1%歷史
ARGXArgenx SESPONSORED ADR37$1.38 萬<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS123$1.34 萬<0.1%歷史
UMHUmh Properties, Inc.COM871$1.29 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock124$1.26 萬<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM25$1.25 萬<0.1%歷史
HUBSHubSpot IncCOM29$1.24 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM126$1.23 萬<0.1%歷史
KALUKaiser Aluminum CorpCOM PAR $0.01159$1.19 萬<0.1%歷史
UNFUnifirst CorpCOM67$1.18 萬<0.1%歷史
TNLTravel & Leisure Co.COM300$1.18 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock214$1.16 萬<0.1%歷史
DOCUDocuSign, Inc.Stock199$1.16 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM201$1.14 萬<0.1%歷史
ISEEIVERIC bio, Inc.COM452$1.10 萬<0.1%歷史
ASNDAscendis Pharma A/SSPONSORED ADR102$1.09 萬<0.1%歷史
NXRTNexPoint Residential Trust, Inc.COM250$1.09 萬<0.1%歷史
AGNTAGNT, Inc.COM855$1.08 萬<0.1%歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF51$1.06 萬<0.1%–
MELIMercadolibre IncCOM8$1.05 萬<0.1%歷史
BMEABiomea Fusion, Inc.COM337$1.05 萬<0.1%歷史
FFIVF5, Inc.Stock65$9,470<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM1,126$9,459<0.1%歷史
ESIElement Solutions IncCOM484$9,347<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM562$9,324<0.1%歷史
AKROAkero Therapeutics, Inc.COM242$9,259<0.1%歷史
iShares Tr46432F859CORE 1 5 YR USD190$8,960<0.1%–
EWEdwards Lifesciences CorpStock108$8,935<0.1%歷史
TFXTeleflex IncCOM35$8,866<0.1%歷史
AUDCAudiocodes LtdORD580$8,747<0.1%歷史
SOSouthern CoStock125$8,698<0.1%歷史
iShares Russell Midcap ETF464287499ETF123$8,601<0.1%–
GFSGLOBALFOUNDRIES Inc.Stock113$8,157<0.1%歷史
MKSIMKS IncCOM89$7,888<0.1%歷史
SVRASavara IncCOM3,910$7,625<0.1%歷史
ESTCElastic N.V.ORD SHS130$7,527<0.1%歷史
COOCooper Companies, Inc.COM NEW20$7,468<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU122$7,135<0.1%–