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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/5/14 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
927
較 2023 年第 4 季 +514
總值
$8.58 億
較 2023 年第 4 季 +$2.26 億 (+35.8%)
申報日
2024/5/14
SEC
Crewe Advisors LLC 在 2024 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, IncCOM1,100,471$1.37 億16.0%−110,700−9.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF144,433$7,593 萬8.8%+4,175+3.0%加碼–
SPYSPDR S&P 500 ETF TrustETF94,408$4,938 萬5.8%+260+0.3%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF669,746$4,068 萬4.7%+10,621+1.6%加碼依 5 比 1 拆股換算–
BRK.ABerkshire Hathaway IncCL A56$3,553 萬4.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF315,488$2,940 萬3.4%+530+0.2%加碼–
Vanguard Total Bond Market ETF921937835ETF381,691$2,772 萬3.2%+19,680+5.4%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE671,325$2,748 萬3.2%+8,928+1.3%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,448$2,696 萬3.1%−342−0.7%減碼歷史
Vanguard World FD921910725ESG INTL STK ETF447,251$2,570 萬3.0%−15,508−3.4%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF106,356$2,431 萬2.8%−258−0.2%減碼–
MSFTMicrosoft CorpStock50,584$2,128 萬2.5%+50,584新進歷史
CVXChevron CorpStock120,618$1,903 萬2.2%+120,618新進歷史
iShares Russell 2000 ETF464287655ETF84,199$1,771 萬2.1%−11,863−12.3%減碼–
PNTGPennant Group, Inc.COM731,031$1,435 萬1.7%−377,073−34.0%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF185,713$1,378 萬1.6%−420−0.2%減碼–
AAPLApple Inc.Stock77,899$1,336 萬1.6%+77,899新進歷史
Vanguard S&P 500 ETF922908363ETF25,292$1,216 萬1.4%+3,471+15.9%加碼–
Vanguard Information Technology ETF92204A702ETF22,642$1,187 萬1.4%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF105,518$1,135 萬1.3%+36,099+52.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF203,946$1,029 萬1.2%+1,003+0.5%加碼–
TSLATesla, Inc.Stock55,199$970.3 萬1.1%+55,199新進歷史
Invesco QQQ Trust Series I46090E103ETF18,827$835.9 萬1.0%+2,133+12.8%加碼–
AMDAdvanced Micro Devices IncStock41,521$749.4 萬0.9%+41,521新進歷史
iShares Tr464288687PFD AND INCM SEC213,576$688.4 萬0.8%−59,328−21.7%減碼–
GOOGAlphabet Inc.Stock41,978$639.2 萬0.7%+41,978新進歷史
iShares Core S&P Small Cap ETF464287804ETF52,396$579.1 萬0.7%+26,699+103.9%加碼–
AMZNAmazon Com IncStock29,800$537.5 萬0.6%+29,800新進歷史
VVisa Inc.Stock18,848$526.0 萬0.6%+18,848新進歷史
iShares MSCI Eafe ETF464287465ETF64,688$516.6 萬0.6%+661+1.0%加碼–
BRK.BBerkshire Hathaway IncStock11,847$498.2 萬0.6%+778+7.0%加碼歷史
GOOGLAlphabet Inc.Stock30,711$463.5 萬0.5%+30,711新進歷史
Vanguard Ftse Emerging Markets ETF922042858ETF90,391$377.6 萬0.4%−140.0%減碼–
MCOMoodys CorpStock9,063$356.2 萬0.4%+9,063新進歷史
NVDANVIDIA CorpStock3,838$346.8 萬0.4%+3,838新進歷史
XOMExxonMobil Holdings CorpCOM29,368$341.4 萬0.4%+29,368新進歷史
METAMeta Platforms, Inc.Stock6,472$314.3 萬0.4%+6,472新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF60,354$311.4 萬0.4%−857−1.4%減碼–
NFLXNetflix IncStock4,899$297.5 萬0.3%+4,899新進歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF10,769$279.9 萬0.3%+56+0.5%加碼–
iShares Core Dividend Growth ETF46434V621ETF45,040$261.5 萬0.3%−31−0.1%減碼–
iShares Russell 1000 Growth ETF464287614ETF7,545$254.3 萬0.3%−650−7.9%減碼–
Schwab US Dividend Equity ETF808524797ETF28,968$233.6 萬0.3%−4,791−14.2%減碼–
INTCIntel CorpStock51,850$229.0 萬0.3%+51,850新進歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF25,821$207.9 萬0.2%+14,613+130.4%加碼–
iShares Tr464288273EAFE SML CP ETF32,296$204.5 萬0.2%+2,263+7.5%加碼–
COSTCostco Wholesale CorpStock2,732$200.2 萬0.2%+2,732新進歷史
HDHome Depot, Inc.Stock4,969$190.6 萬0.2%+4,969新進歷史
JPMJPMorgan Chase & CoStock9,002$180.3 萬0.2%+9,002新進歷史
TJXTJX Companies IncStock17,008$172.5 萬0.2%+17,008新進歷史
ANETArista Networks, Inc.COM5,580$161.8 萬0.2%+5,580新進歷史
PGProcter & Gamble CoStock9,567$155.2 萬0.2%+9,567新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF7,162$149.2 萬0.2%−30−0.4%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF28,522$143.1 萬0.2%+995+3.6%加碼–
MRKMerck & Co., Inc.Stock10,819$142.8 萬0.2%+10,819新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM22,932$132.7 萬0.2%+4,249+22.7%加碼–
ADBEAdobe Inc.Stock2,605$131.4 萬0.2%+2,605新進歷史
MAMastercard IncStock2,722$131.1 萬0.2%+2,722新進歷史
AXPAmerican Express CoStock5,595$127.4 萬0.1%+5,595新進歷史
Vanguard Dividend Appreciation ETF921908844ETF6,886$125.7 萬0.1%+2,530+58.1%加碼–
Vanguard Real Estate ETF922908553ETF13,846$119.7 萬0.1%+75+0.5%加碼–
LLYEli Lilly & CoStock1,531$119.1 萬0.1%+1,531新進歷史
iShares Tr464287234MSCI EMG MKT ETF28,314$116.3 萬0.1%−9,688−25.5%減碼–
AVGOBroadcom Inc.Stock821$108.8 萬0.1%+821新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,280$107.0 萬0.1%−56−1.3%減碼–
Sandstorm Gold Ltd Com New80013R206Stock199,746$104.9 萬0.1%00.0%不變–
SHWSherwin Williams CoCOM2,979$103.5 萬0.1%+2,979新進歷史
SHELShell plcADR15,283$102.5 萬0.1%+15,283新進歷史
UNHUnitedHealth Group IncStock2,052$101.5 萬0.1%+2,052新進歷史
GLDSPDR Gold TrustETF4,897$100.7 萬0.1%+95+2.0%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF15,508$96.2 萬0.1%+11+0.1%加碼–
TMOThermo Fisher Scientific Inc.Stock1,615$93.9 萬0.1%+1,615新進歷史
IBMInternational Business Machines CorpStock4,702$89.8 萬0.1%+4,702新進歷史
GISGeneral Mills IncStock12,025$84.1 萬0.1%+12,025新進歷史
ORCLOracle CorpStock6,670$83.8 萬0.1%+6,670新進歷史
BXBlackstone Inc.COM6,164$81.0 萬0.1%+6,164新進歷史
ANAutonation, Inc.COM4,761$78.8 萬0.1%00.0%不變歷史
BABoeing CoStock3,882$74.9 萬0.1%+3,882新進歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$73.7 萬0.1%00.0%不變–
SHOPShopify Inc.Stock9,449$72.9 萬0.1%+9,449新進歷史
AMATApplied Materials IncStock3,118$64.3 萬0.1%+3,118新進歷史
AMPAmeriprise Financial IncCOM1,427$62.6 萬0.1%+1,427新進歷史
JNJJohnson & JohnsonStock3,906$61.8 萬0.1%+3,906新進歷史
CATCaterpillar IncStock1,655$60.6 萬0.1%+1,655新進歷史
iShares Tr464287689RUSSELL 3000 ETF2,007$60.2 萬0.1%00.0%不變–
CRMSalesforce, Inc.Stock1,991$60.0 萬0.1%+1,991新進歷史
RTXRTX CorpStock6,047$59.0 萬0.1%+6,047新進歷史
ABBVAbbVie Inc.Stock3,194$58.2 萬0.1%+3,194新進歷史
GEGeneral Electric CoStock3,180$55.8 萬0.1%+3,180新進歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,671$54.2 萬0.1%+219+6.3%加碼–
BKNGBooking Holdings Inc.Stock149$54.1 萬0.1%+149新進歷史
LOWLowes Companies IncStock2,103$53.6 萬0.1%+2,103新進歷史
SPDR Series Trust78464A763ST STR SP DIV3,992$52.4 萬0.1%+346+9.5%加碼–
APHAmphenol CorpCL A4,532$52.3 萬0.1%+4,532新進歷史
DUKDuke Energy CORPStock5,373$52.0 萬0.1%+5,373新進歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF5,218$51.1 萬0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF5,396$50.9 萬0.1%+2,642+95.9%加碼–
Schwab Strategic Tr8085247221000 INDEX ETF10,019$50.8 萬0.1%+12+0.1%加碼–
INTUIntuit Inc.Stock777$50.5 萬0.1%+777新進歷史
Schwab U.S. Broad Market ETF808524102ETF8,089$49.4 萬0.1%+433+5.7%加碼–

2023 年第 4 季之後清倉(109 檔)

2023 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 109 檔。

Crewe Advisors LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
WCNWaste Connections, Inc.COM24,550$366.5 萬0.6%歷史
Flexshares Tr33939L837INTL QLTDV IDX1,366$3.18 萬<0.1%–
Tidal ETF Tr886364603RPAR RISK PARI1,061$2.03 萬<0.1%–
STSensata Technologies Holding plcSHS512$1.92 萬<0.1%歷史
VanEck ETF Trust92189F429PREFERRED SECURT950$1.63 萬<0.1%–
THOThor Industries IncCOM101$1.19 萬<0.1%歷史
WSOWatsco IncCOM26$1.11 萬<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD299$9,619<0.1%–
DLBDolby Laboratories, Inc.COM CL A106$9,167<0.1%歷史
ZWSZurn Elkay Water Solutions CorpCOM296$8,706<0.1%歷史
CHEChemed CorpCOM14$8,187<0.1%歷史
Schwab U.S. Large-Cap Value ETF808524409ETF105$7,372<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF87$7,191<0.1%–
GNRCGenerac Holdings Inc.Stock54$6,979<0.1%歷史
BFAMBright Horizons Family Solutions Inc.COM71$6,692<0.1%歷史
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF63$6,414<0.1%–
CHHChoice Hotels International IncCOM55$6,232<0.1%歷史
ETBEaton Vance Tax-Managed Buy-Write Income FundCOM450$5,841<0.1%歷史
SMGScotts Miracle-Gro CoStock91$5,800<0.1%歷史
BKSYBlackSky Technology Inc.COM CL A3,450$4,830<0.1%歷史
WWWW International, Inc.COM507$4,437<0.1%歷史
Paramount Global92556H107CL A215$4,227<0.1%–
AIC3.ai, Inc.Stock130$3,733<0.1%歷史
SHENShenandoah Telecommunications CoCOM154$3,330<0.1%歷史
SQSPSquarespace, Inc.CLASS A100$3,301<0.1%歷史
HPHelmerich & Payne, Inc.COM71$2,572<0.1%歷史
PERIPerion Network Ltd.SHS NEW80$2,470<0.1%歷史
JAZZJazz Pharmaceuticals plcSHS USD20$2,460<0.1%歷史
MVBFMVB Financial CorpCOM104$2,347<0.1%歷史
SHLSShoals Technologies Group, Inc.CL A148$2,300<0.1%歷史
SLVMSylvamo CorpCOMMON STOCK45$2,210<0.1%歷史
AIPArteris, Inc.COM355$2,091<0.1%歷史
OTTROtter Tail CorpCOM23$1,955<0.1%歷史
FLYWFlywire CorpCOM VTG82$1,899<0.1%歷史
RPAYRepay Holdings CorpCOM CL A188$1,606<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF32$1,530<0.1%–
BENFranklin Templeton IncCOM51$1,520<0.1%歷史
IVZInvesco Ltd.Stock85$1,517<0.1%歷史
CMAComerica IncCOM27$1,507<0.1%歷史
MHKMohawk Industries IncCOM14$1,449<0.1%歷史
INSTInstructure Holdings, Inc.COM50$1,351<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY22$1,270<0.1%–
UHSUniversal Health Services IncCL B8$1,220<0.1%歷史
GOEVCanoo Inc.COM CL A4,396$1,131<0.1%歷史
LFVNLifevantage CorpCOM NEW143$858<0.1%歷史
WPMWheaton Precious Metals Corp.COM11$543<0.1%歷史
FSRFisker Inc.CL A COM STK271$475<0.1%歷史
XRAYDentsply Sirona Inc.Stock11$392<0.1%歷史
BYByline Bancorp, Inc.COM13$307<0.1%歷史
JBGSJBG Smith PropertiesCOM18$307<0.1%歷史
WTRGEssential Utilities, Inc.COM8$299<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A6$295<0.1%歷史
VIAVViavi Solutions Inc.COM28$282<0.1%歷史
AAOIApplied Optoelectronics, Inc.COM14$271<0.1%歷史
LFUSLittelfuse IncCOM1$268<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM4$240<0.1%歷史
TMDXTransMedics Group, Inc.COM3$237<0.1%歷史
VISNVistance Networks, Inc.COM78$220<0.1%歷史
AYIAcuity Inc. (DE)Stock1$205<0.1%歷史
PJTPJT Partners Inc.COM CL A2$204<0.1%歷史
ARDXArdelyx, Inc.COM31$193<0.1%歷史
XENEXenon Pharmaceuticals Inc.COM4$185<0.1%歷史
VZIOVizio Holding Corp.CL A COM24$185<0.1%歷史
IBPInstalled Building Products, Inc.COM1$183<0.1%歷史
LFSTLifeStance Health Group, Inc.COM23$181<0.1%歷史
RGENRepligen CorpCOM1$180<0.1%歷史
LRNStride, Inc.COM3$179<0.1%歷史
TNDMTandem Diabetes Care IncCOM NEW6$178<0.1%歷史
FRPTFreshpet, Inc.Stock2$174<0.1%歷史
WCCWesco International IncCOM1$174<0.1%歷史
BHVNBiohaven Ltd.COM4$172<0.1%歷史
OUTOUTFRONT Media Inc.COM12$168<0.1%歷史
CBTCabot CorpCOM2$167<0.1%歷史
RKLBRocket Lab CorpCOM30$166<0.1%歷史
BEAMBeam Therapeutics Inc.COM6$164<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS12$162<0.1%歷史
NTGRNetgear, Inc.COM11$161<0.1%歷史
CVLTCommvault Systems IncCOM2$160<0.1%歷史
SPCEVirgin Galactic Holdings, IncCOM64$157<0.1%歷史
ESRTEmpire State Realty Trust, Inc.CL A16$156<0.1%歷史
FIBKFirst Interstate Bancsystem IncCOM5$154<0.1%歷史
FSSFederal Signal CorpCOM2$154<0.1%歷史
COLDAmericold Realty TrustCOM5$152<0.1%歷史
INFNInfinera CorpCOM32$152<0.1%歷史
DCHDauch CorpCOM17$150<0.1%歷史
IMGNImmunoGen, Inc.COM5$149<0.1%歷史
SNBRQSleep Number CorpCOM10$149<0.1%歷史
HXLHexcel CorpCOM2$148<0.1%歷史
NYTNew York Times CoCL A3$147<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM11$146<0.1%歷史
WOWWideOpenWest, Inc.COM36$146<0.1%歷史
CHSChico's Fas, Inc.COM19$145<0.1%歷史
GTGoodyear Tire & Rubber CoCOM10$144<0.1%歷史
PWSCPowerschool Holdings, Inc.COM CL A6$142<0.1%歷史
DOCSDoximity, Inc.CL A5$141<0.1%歷史
CFLTConfluent, Inc.CLASS A COM6$141<0.1%歷史
UIUbiquiti Inc.COM1$140<0.1%歷史
PDPagerDuty, Inc.COM6$139<0.1%歷史
CRBUCaribou Biosciences, Inc.COM24$138<0.1%歷史
TIOTingo Group, Inc.COM200$138<0.1%歷史