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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/2/9 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
413
較 2023 年第 3 季 −167
總值
$6.32 億
較 2023 年第 3 季 +$5,381 萬 (+9.3%)
申報日
2024/2/9
SEC
Crewe Advisors LLC 在 2023 年第 4 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, IncCOM1,211,171$1.36 億21.5%+36,587+3.1%加碼歷史
iShares Core S&P 500 ETF464287200ETF140,258$6,699 萬10.6%−17,817−11.3%減碼–
SPYSPDR S&P 500 ETF TrustETF94,148$4,475 萬7.1%+828+0.9%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF131,825$3,654 萬5.8%−7,750−5.6%減碼–
BRK.ABerkshire Hathaway IncCL A56$3,039 萬4.8%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF314,958$2,679 萬4.2%−31,170−9.0%減碼–
Vanguard Total Bond Market ETF921937835ETF362,011$2,663 萬4.2%+31,911+9.7%加碼–
Vanguard World FD921910725ESG INTL STK ETF462,759$2,558 萬4.0%−30,344−6.2%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,790$2,476 萬3.9%−77−0.2%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE662,397$2,450 萬3.9%−24,013−3.5%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF106,614$2,274 萬3.6%+1,585+1.5%加碼–
iShares Russell 2000 ETF464287655ETF96,062$1,928 萬3.1%−8,856−8.4%減碼–
PNTGPennant Group, Inc.COM1,108,104$1,542 萬2.4%+7,797+0.7%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF186,133$1,309 萬2.1%−50,358−21.3%減碼–
Vanguard Information Technology ETF92204A702ETF22,642$1,096 萬1.7%00.0%不變–
JPMorgan Ultra-Short Income ETF46641Q837ETF202,943$1,019 萬1.6%−4,109−2.0%減碼–
Vanguard S&P 500 ETF922908363ETF21,821$953.2 萬1.5%+385+1.8%加碼–
iShares Tr464288687PFD AND INCM SEC272,904$851.2 萬1.3%−95,101−25.8%減碼–
iShares Tr464288414NATIONAL MUN ETF69,419$752.6 萬1.2%+15,953+29.8%加碼–
Invesco QQQ Trust Series I46090E103ETF16,694$683.6 萬1.1%−726−4.2%減碼–
iShares MSCI Eafe ETF464287465ETF64,027$482.4 萬0.8%+6,407+11.1%加碼–
BRK.BBerkshire Hathaway IncStock11,069$394.8 萬0.6%+594+5.7%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF90,405$371.6 萬0.6%−157−0.2%減碼–
WCNWaste Connections, Inc.COM24,550$366.5 萬0.6%+24,550新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF61,211$309.6 萬0.5%−9,243−13.1%減碼–
iShares Core S&P Small Cap ETF464287804ETF25,697$278.2 萬0.4%+7,668+42.5%加碼–
Schwab US Dividend Equity ETF808524797ETF33,759$257.0 萬0.4%+1,849+5.8%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF10,713$254.1 萬0.4%−714−6.2%減碼–
iShares Russell 1000 Growth ETF464287614ETF8,195$248.4 萬0.4%+12+0.1%加碼–
iShares Core Dividend Growth ETF46434V621ETF45,071$242.6 萬0.4%−6,978−13.4%減碼–
iShares Tr464288273EAFE SML CP ETF30,033$185.9 萬0.3%+795+2.7%加碼–
iShares Tr464287234MSCI EMG MKT ETF38,002$152.8 萬0.2%00.0%不變–
State Street Technology Select Sector SPDR ETF81369Y803ETF7,192$138.4 萬0.2%+320+4.7%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF27,527$131.9 萬0.2%−1,825−6.2%減碼–
Vanguard Real Estate ETF922908553ETF13,771$121.7 萬0.2%−3,186−18.8%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM18,683$102.7 萬0.2%−9,055−32.6%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,336$100.9 萬0.2%+680+18.6%加碼–
Sandstorm Gold Ltd Com New80013R206Stock199,746$100.5 萬0.2%00.0%不變–
GLDSPDR Gold TrustETF4,802$91.8 萬0.1%+880+22.4%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,208$91.1 萬0.1%+8,820+369.3%加碼–
Schwab U.S. Large-Cap ETF808524201ETF15,497$87.4 萬0.1%+16+0.1%加碼–
Vanguard Dividend Appreciation ETF921908844ETF4,356$74.2 萬0.1%+1,099+33.7%加碼–
ANAutonation, Inc.COM4,761$71.5 萬0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF18,840$70.8 萬0.1%00.0%不變–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$69.2 萬0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF2,007$54.9 萬0.1%00.0%不變–
iShares Core U.S. Aggregate Bond ETF464287226ETF5,218$51.8 萬0.1%−1,631−23.8%減碼–
iShares Tr464288281JPMORGAN USD EMG5,454$48.6 萬0.1%+30+0.6%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF4,727$47.2 萬0.1%+4,082+632.9%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,452$47.1 萬0.1%+14+0.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF3,150$46.3 萬0.1%−833−20.9%減碼–
Schwab Strategic Tr8085247221000 INDEX ETF10,007$46.1 萬0.1%+154+1.6%加碼–
SPDR Series Trust78464A763ST STR SP DIV3,646$45.6 萬0.1%+282+8.4%加碼–
Schwab U.S. Broad Market ETF808524102ETF7,656$42.6 萬0.1%+28+0.4%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,061$40.0 萬0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,471$39.0 萬0.1%+1,133+84.7%加碼–
iShares Tr464288158SHRT NAT MUN ETF3,325$35.1 萬0.1%+3,325新進–
BPBP PLCADR9,628$34.1 萬0.1%+19+0.2%加碼歷史
JEFJefferies Financial Group Inc.COM7,546$30.5 萬<0.1%00.0%不變歷史
ADPTAdaptive Biotechnologies CorpCOM59,738$29.3 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF7,690$28.4 萬<0.1%+30.0%加碼–
SNNSmith & Nephew PLCSPDN ADR NEW10,000$27.3 萬<0.1%+4,000+66.7%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,855$24.2 萬<0.1%−777−21.4%減碼–
SPBSpectrum Brands Holdings, Inc.COM3,009$24.0 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF2,226$23.9 萬<0.1%−321−12.6%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,754$23.1 萬<0.1%+2,679+3,572.0%加碼–
IBKRInteractive Brokers Group, Inc.Stock2,636$21.9 萬<0.1%+88+3.5%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW4,197$21.4 萬<0.1%+56+1.4%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,862$21.2 萬<0.1%+27+1.5%加碼–
iShares S&P 500 Growth ETF464287309ETF2,526$19.0 萬<0.1%−1,493−37.1%減碼–
ZIONZions Bancorporation, National AssociationCOM4,314$18.9 萬<0.1%+792+22.5%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS3,625$18.6 萬<0.1%−149−3.9%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B2,948$18.0 萬<0.1%00.0%不變–
VanEck ETF Trust92189F106GOLD MINERS ETF5,416$16.8 萬<0.1%+5,416新進–
Vanguard Morningstar Value ETF922908744ETF1,105$16.5 萬<0.1%+1,055+2,110.0%加碼–
iShares Russell 1000 Value ETF464287598ETF994$16.4 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,640$16.3 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,410$16.2 萬<0.1%+4+0.3%加碼–
MFCManulife Financial CorpCOM7,200$15.9 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF1,504$15.5 萬<0.1%−177−10.5%減碼–
ProShares Tr74348A467S&P 500 DV ARIST1,589$15.1 萬<0.1%+1,589新進–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE2,665$15.1 萬<0.1%00.0%不變–
FFINFirst Financial Bankshares IncCOM4,845$14.7 萬<0.1%00.0%不變歷史
GSBDGoldman Sachs BDC, Inc.SHS9,943$14.6 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF785$14.0 萬<0.1%00.0%不變–
iShares S&P 100 ETF464287101ETF608$13.6 萬<0.1%00.0%不變–
iShares Select Dividend ETF464287168ETF1,121$13.1 萬<0.1%−385−25.6%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF587$12.9 萬<0.1%+587新進–
iShares Tr464287119MORNINGSTAR GRWT1,875$12.7 萬<0.1%00.0%不變–
iShares Tr4642874571 3 YR TREAS BD1,534$12.6 萬<0.1%+16+1.1%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF694$12.5 萬<0.1%+393+130.6%加碼–
DOMOHuckleberry.ai, Inc.Stock11,899$12.2 萬<0.1%−250−2.1%減碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT5,089$12.1 萬<0.1%+5,089新進–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU3,830$12.0 萬<0.1%00.0%不變–
iShares S&P 500 Value ETF464287408ETF664$11.5 萬<0.1%−395−37.3%減碼–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 6002,680$11.1 萬<0.1%+2,680新進–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV1,041$10.9 萬<0.1%+1,041新進–
Vanguard Short-Term Bond ETF921937827ETF1,390$10.7 萬<0.1%−300−17.8%減碼–
FOURShift4 Payments, Inc.CL A1,431$10.6 萬<0.1%−20−1.4%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF952$10.6 萬<0.1%−471−33.1%減碼–

2023 年第 3 季之後清倉(313 檔)

2023 年第 3 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 313 檔。

Crewe Advisors LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
SHELShell plcADR13,022$83.8 萬0.1%歷史
APHAmphenol CorpCL A4,424$37.2 萬0.1%歷史
SUSuncor Energy IncStock10,794$37.1 萬0.1%歷史
AMATApplied Materials IncStock2,557$35.4 萬0.1%歷史
MDBMongoDB, Inc.CL A1,000$34.6 萬0.1%歷史
MMM3M CoStock3,374$31.6 萬0.1%歷史
GWWW.W. Grainger, Inc.Stock256$17.7 萬<0.1%歷史
SONYSony Group CorpSPONSORED ADR2,110$17.4 萬<0.1%歷史
iShares Inc464286665MSCI PAC JP ETF3,562$14.2 萬<0.1%–
UPSUnited Parcel Service IncStock861$13.4 萬<0.1%歷史
FTNTFortinet, Inc.Stock2,162$12.7 萬<0.1%歷史
FDXFedEx CorpStock468$12.4 萬<0.1%歷史
BACBank of America CorpStock4,524$12.4 萬<0.1%歷史
CMSCMS Energy CorpCOM2,280$12.1 萬<0.1%歷史
SOFISoFi Technologies, Inc.Stock13,850$11.1 萬<0.1%歷史
CSWCSW Industrials, Inc.COM627$11.0 萬<0.1%歷史
NVSNovartis AGADR1,075$10.9 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM1,342$10.0 萬<0.1%歷史
TTETotalEnergies SESPONSORED ADS1,406$9.25 萬<0.1%歷史
CSLCarlisle Companies IncCOM270$7.00 萬<0.1%歷史
MRNAModerna, Inc.Stock676$6.98 萬<0.1%歷史
SHOPShopify Inc.Stock1,081$5.90 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock352$5.89 萬<0.1%歷史
LUVSouthwest Airlines CoCOM2,149$5.82 萬<0.1%歷史
EVRGEvergy, Inc.Stock1,092$5.54 萬<0.1%歷史
DTEDte Energy CoCOM517$5.13 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock405$5.02 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW1,011$4.99 萬<0.1%歷史
JBLJabil IncStock390$4.95 萬<0.1%歷史
USBUS Bancorp DECOM NEW1,413$4.67 萬<0.1%歷史
CZRCaesars Entertainment, Inc.COM1,000$4.63 萬<0.1%歷史
ETREntergy CorpCOM500$4.63 萬<0.1%歷史
TYGTortoise Energy Infrastructure CorpCOM1,598$4.62 萬<0.1%歷史
BMOBank of MontrealCOM515$4.35 萬<0.1%歷史
CNICanadian National Railway CoStock400$4.33 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B639$4.06 萬<0.1%歷史
CLColgate Palmolive CoStock561$3.99 萬<0.1%歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET468$3.94 萬<0.1%歷史
QSRRestaurant Brands International Inc.COM571$3.80 萬<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY725$3.74 萬<0.1%–
HSYHershey CoCOM180$3.60 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW932$3.45 萬<0.1%歷史
QCOMQualcomm IncStock304$3.38 萬<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS515$3.22 萬<0.1%歷史
NVONovo Nordisk A SADR322$2.93 萬<0.1%歷史
PSAPublic StorageCOM110$2.90 萬<0.1%歷史
PLTRPalantir Technologies Inc.Stock1,689$2.70 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock2,291$2.49 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM551$2.33 萬<0.1%歷史
APTVAptiv PLCSHS236$2.33 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock200$2.24 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY490$2.11 萬<0.1%歷史
Vanguard Consumer Staples ETF92204A207ETF108$1.97 萬<0.1%–
AMTAmerican Tower CorpREIT119$1.96 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD718$1.82 萬<0.1%–
IPInternational Paper CoCOM504$1.79 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR205$1.78 萬<0.1%歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR334$1.66 萬<0.1%–
PYPLPayPal Holdings, Inc.Stock281$1.64 萬<0.1%歷史
Tidal Trust III45259A209NAACP MINO ETF500$1.55 萬<0.1%–
AESAES CorpStock994$1.51 萬<0.1%歷史
CVSCVS Health CorpStock210$1.47 萬<0.1%歷史
CLFCleveland-Cliffs Inc.COM908$1.42 萬<0.1%歷史
RBLXRoblox CorpStock450$1.30 萬<0.1%歷史
IRIngersoll Rand Inc.COM197$1.26 萬<0.1%歷史
YUMYum Brands IncStock95$1.19 萬<0.1%歷史
RIVNRivian Automotive, Inc.Stock475$1.15 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW75$1.12 萬<0.1%歷史
DGDollar General CorpCOM104$1.10 萬<0.1%歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF285$1.05 萬<0.1%–
EXPEExpedia Group, Inc.Stock100$1.03 萬<0.1%歷史
FROGJFrog LtdStock390$9,891<0.1%歷史
WRKWestRock CoCOM270$9,666<0.1%歷史
GSKGSK plcADR264$9,570<0.1%歷史
WPCW. P. Carey Inc.COM175$9,464<0.1%歷史
XPEVXpeng Inc.ADS500$9,180<0.1%歷史
Fidelity MSCI Information Technology Index ETF316092808ETF70$8,606<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF400$8,396<0.1%–
NINisource Inc.COM335$8,268<0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF110$8,100<0.1%–
MLMMartin Marietta Materials IncCOM19$7,800<0.1%歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS132$7,604<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF38$7,437<0.1%–
RIORio Tinto PLCADR116$7,383<0.1%歷史
Fidelity MSCI Health Care Index ETF316092600ETF107$6,483<0.1%–
SPDR Series Trust78464A607ST STR DOW REIT70$5,806<0.1%–
GPNGlobal Payments IncStock50$5,770<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT117$5,693<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR57$4,954<0.1%歷史
PENNPENN Entertainment, Inc.COM200$4,590<0.1%歷史
BNSBank of Nova ScotiaCOM100$4,559<0.1%歷史
RACEFerrari N.V.COM15$4,434<0.1%歷史
ORealty Income CorpREIT88$4,395<0.1%歷史
JDJD.com, Inc.SPON ADS CL A150$4,370<0.1%歷史
ALCAlcon IncStock56$4,316<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF64$4,281<0.1%–
CNPCenterpoint Energy IncCOM158$4,243<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999300$4,116<0.1%歷史
RFRegions Financial CorpCOM233$4,008<0.1%歷史
iShares Tr46429B7470-5 YR TIPS ETF41$3,974<0.1%–