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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/7/29 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
936
較 2024 年第 1 季 +9
總值
$8.92 億
較 2024 年第 1 季 +$3,429 萬 (+4.0%)
申報日
2024/7/29
SEC
Crewe Advisors LLC 在 2024 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, IncCOM1,100,471$1.36 億15.3%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF154,484$8,454 萬9.5%+10,051+7.0%加碼–
SPYSPDR S&P 500 ETF TrustETF95,146$5,178 萬5.8%+738+0.8%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF709,959$4,155 萬4.7%+40,213+6.0%加碼–
BRK.ABerkshire Hathaway IncCL A56$3,429 萬3.8%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF423,265$3,050 萬3.4%+41,574+10.9%加碼–
Vanguard World FD921910733ESG US STK ETF310,850$3,003 萬3.4%−4,638−1.5%減碼–
DBX ETF Tr233051200XTRACK MSCI EAFE699,323$2,898 萬3.2%+27,998+4.2%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,517$2,596 萬2.9%+69+0.1%加碼歷史
Vanguard World FD921910725ESG INTL STK ETF418,497$2,397 萬2.7%−28,754−6.4%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF106,356$2,319 萬2.6%00.0%不變–
MSFTMicrosoft CorpStock49,696$2,221 萬2.5%−888−1.8%減碼歷史
CVXChevron CorpStock120,282$1,881 萬2.1%−336−0.3%減碼歷史
PNTGPennant Group, Inc.COM731,031$1,695 萬1.9%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF80,840$1,640 萬1.8%−3,359−4.0%減碼–
AAPLApple Inc.Stock77,193$1,626 萬1.8%−706−0.9%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF186,224$1,353 萬1.5%+511+0.3%加碼–
Vanguard Information Technology ETF92204A702ETF22,643$1,306 萬1.5%+10.0%加碼–
Vanguard S&P 500 ETF922908363ETF25,434$1,272 萬1.4%+142+0.6%加碼–
iShares Tr464288414NATIONAL MUN ETF117,610$1,253 萬1.4%+12,092+11.5%加碼–
TSLATesla, Inc.Stock53,467$1,058 萬1.2%−1,732−3.1%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF199,715$1,008 萬1.1%−4,231−2.1%減碼–
Invesco QQQ Trust Series I46090E103ETF19,066$913.5 萬1.0%+239+1.3%加碼–
GOOGAlphabet Inc.Stock43,464$797.2 萬0.9%+1,486+3.5%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF67,037$715.0 萬0.8%+14,641+27.9%加碼–
AMDAdvanced Micro Devices IncStock41,476$672.8 萬0.8%−45−0.1%減碼歷史
iShares Tr464288687PFD AND INCM SEC191,752$605.0 萬0.7%−21,824−10.2%減碼–
AMZNAmazon Com IncStock30,042$580.6 萬0.7%+242+0.8%加碼歷史
iShares MSCI Eafe ETF464287465ETF70,334$550.9 萬0.6%+5,646+8.7%加碼–
GOOGLAlphabet Inc.Stock28,872$525.9 萬0.6%−1,839−6.0%減碼歷史
VVisa Inc.Stock19,264$505.6 萬0.6%+416+2.2%加碼歷史
BRK.BBerkshire Hathaway IncStock11,500$467.8 萬0.5%−347−2.9%減碼歷史
Vanguard Real Estate ETF922908553ETF54,455$456.1 萬0.5%+40,609+293.3%加碼–
NVDANVIDIA CorpStock34,740$429.2 萬0.5%−3,640−9.5%減碼依 10 比 1 拆股換算歷史
Vanguard Ftse Emerging Markets ETF922042858ETF96,728$423.3 萬0.5%+6,337+7.0%加碼–
XOMExxonMobil Holdings CorpCOM30,664$353.0 萬0.4%+1,296+4.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF64,839$347.1 萬0.4%+4,485+7.4%加碼–
METAMeta Platforms, Inc.Stock6,354$320.4 萬0.4%−118−1.8%減碼歷史
NFLXNetflix IncStock4,571$308.5 萬0.3%−328−6.7%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF10,933$292.5 萬0.3%+164+1.5%加碼–
MCOMoodys CorpStock6,806$286.5 萬0.3%−2,257−24.9%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF34,845$278.5 萬0.3%+9,024+34.9%加碼–
iShares Russell 1000 Growth ETF464287614ETF7,395$269.6 萬0.3%−150−2.0%減碼–
iShares Core Dividend Growth ETF46434V621ETF45,343$261.2 萬0.3%+303+0.7%加碼–
COSTCostco Wholesale CorpStock2,700$229.5 萬0.3%−32−1.2%減碼歷史
Schwab US Dividend Equity ETF808524797ETF29,454$229.0 萬0.3%+486+1.7%加碼–
iShares Tr464288273EAFE SML CP ETF34,355$211.8 萬0.2%+2,059+6.4%加碼–
TJXTJX Companies IncStock17,364$191.2 萬0.2%+356+2.1%加碼歷史
HDHome Depot, Inc.Stock4,956$170.6 萬0.2%−13−0.3%減碼歷史
PGProcter & Gamble CoStock10,231$168.7 萬0.2%+664+6.9%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF28,697$168.1 萬0.2%+28,697新進–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM29,584$167.7 萬0.2%+6,652+29.0%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF7,188$162.6 萬0.2%+26+0.4%加碼–
JPMJPMorgan Chase & CoStock8,013$162.1 萬0.2%−989−11.0%減碼歷史
ADBEAdobe Inc.Stock2,883$160.2 萬0.2%+278+10.7%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF29,057$143.6 萬0.2%+535+1.9%加碼–
INTCIntel CorpStock45,947$142.3 萬0.2%−5,903−11.4%減碼歷史
AVGOBroadcom Inc.Stock863$138.6 萬0.2%+42+5.1%加碼歷史
MRKMerck & Co., Inc.Stock11,110$137.5 萬0.2%+291+2.7%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF7,523$137.3 萬0.2%+637+9.3%加碼–
iShares Tr464287234MSCI EMG MKT ETF32,194$137.1 萬0.2%+3,880+13.7%加碼–
ANETArista Networks, Inc.COM3,791$132.9 萬0.1%−1,789−32.1%減碼歷史
LLYEli Lilly & CoStock1,452$131.5 萬0.1%−79−5.2%減碼歷史
MAMastercard IncStock2,913$128.5 萬0.1%+191+7.0%加碼歷史
AXPAmerican Express CoStock5,544$128.4 萬0.1%−51−0.9%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,942$119.7 萬0.1%+662+15.5%加碼–
SHELShell plcADR15,401$111.2 萬0.1%+118+0.8%加碼歷史
GLDSPDR Gold TrustETF5,102$109.7 萬0.1%+205+4.2%加碼歷史
Sandstorm Gold Ltd Com New80013R206Stock199,746$108.7 萬0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF15,539$99.8 萬0.1%+31+0.2%加碼–
iShares Tr464288281JPMORGAN USD EMG11,199$99.1 萬0.1%+7,102+173.3%加碼–
ORCLOracle CorpStock6,547$92.4 萬0.1%−123−1.8%減碼歷史
SHWSherwin Williams CoCOM3,058$91.3 萬0.1%+79+2.7%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,597$88.3 萬0.1%−18−1.1%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF9,964$87.8 萬0.1%+9,106+1,061.3%加碼–
IBMInternational Business Machines CorpStock4,676$80.9 萬0.1%−26−0.6%減碼歷史
UNHUnitedHealth Group IncStock1,529$77.9 萬0.1%−523−25.5%減碼歷史
GISGeneral Mills IncStock12,025$76.1 萬0.1%00.0%不變歷史
ANAutonation, Inc.COM4,761$75.9 萬0.1%00.0%不變歷史
AMATApplied Materials IncStock3,214$75.8 萬0.1%+96+3.1%加碼歷史
HGHamilton Insurance Group, Ltd.CL B45,537$75.8 萬0.1%+45,537新進歷史
BABoeing CoStock3,978$72.4 萬0.1%+96+2.5%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$71.0 萬0.1%00.0%不變–
APHAmphenol CorpCL A10,458$70.5 萬0.1%+1,394+15.4%加碼依 2 比 1 拆股換算歷史
SHOPShopify Inc.Stock10,113$66.8 萬0.1%+664+7.0%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT19,760$63.7 萬0.1%+15,970+421.4%加碼–
BKNGBooking Holdings Inc.Stock157$62.2 萬0.1%+8+5.4%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF2,007$62.0 萬0.1%00.0%不變–
RTXRTX CorpStock6,075$61.0 萬0.1%+28+0.5%加碼歷史
AMPAmeriprise Financial IncCOM1,407$60.1 萬0.1%−20−1.4%減碼歷史
MCDMcDonalds CorpStock2,337$59.6 萬0.1%+834+55.5%加碼歷史
JNJJohnson & JohnsonStock4,069$59.5 萬0.1%+163+4.2%加碼歷史
WMTWalmart Inc.Stock8,613$58.3 萬0.1%+908+11.8%加碼歷史
ABBVAbbVie Inc.Stock3,393$58.2 萬0.1%+199+6.2%加碼歷史
iShares Tr4642886613 7 YR TREAS BD5,005$57.8 萬0.1%+968+24.0%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,928$57.3 萬0.1%+257+7.0%加碼–
CATCaterpillar IncStock1,712$57.0 萬0.1%+57+3.4%加碼歷史
DUKDuke Energy CORPStock5,411$54.2 萬0.1%+38+0.7%加碼歷史
Schwab Strategic Tr8085247221000 INDEX ETF10,019$52.4 萬0.1%00.0%不變–
MCKMcKesson CorpStock896$52.3 萬0.1%−12−1.3%減碼歷史

2024 年第 1 季之後清倉(122 檔)

2024 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 122 檔。

Crewe Advisors LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PXDPioneer Natural Resources CoCOM659$17.3 萬<0.1%歷史
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM8,700$10.9 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock700$9.65 萬<0.1%歷史
SUISun Communities IncCOM700$9.00 萬<0.1%歷史
SBACSba Communications CorpCL A322$6.98 萬<0.1%歷史
ROPRoper Technologies IncStock122$6.84 萬<0.1%歷史
SSYSStratasys Ltd.SHS5,250$6.10 萬<0.1%歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC725$4.65 萬<0.1%–
MPLXMPLX LPCOM UNIT REP LTD981$4.08 萬<0.1%歷史
NMZNuveen Municipal High Income Opportunity FundCOM3,400$3.59 萬<0.1%歷史
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF1,000$3.13 萬<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF249$2.75 萬<0.1%–
LNGCheniere Energy, Inc.COM NEW161$2.60 萬<0.1%歷史
MELIMercadolibre IncCOM16$2.42 萬<0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,239$2.18 萬<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR314$1.91 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF382$1.88 萬<0.1%–
LYVLive Nation Entertainment, Inc.COM150$1.59 萬<0.1%歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM740$1.44 萬<0.1%歷史
RQICohen & Steers Quality Income Realty Fund IncCEF1,190$1.44 萬<0.1%歷史
LEN.BLennar CorpCL B93$1.43 萬<0.1%歷史
EDITEditas Medicine, Inc.COM1,900$1.41 萬<0.1%歷史
DARDarling Ingredients Inc.COM300$1.40 萬<0.1%歷史
VMCVulcan Materials COCOM49$1.34 萬<0.1%歷史
FWONKLiberty Media CorpCOM LBTY ONE S C203$1.33 萬<0.1%歷史
THQabrdn Healthcare Opportunities FundSHS600$1.21 萬<0.1%歷史
GRMNGarmin LtdSHS79$1.18 萬<0.1%歷史
MRVLMarvell Technology, Inc.COM165$1.17 萬<0.1%歷史
TWTradeweb Markets Inc.Stock105$1.09 萬<0.1%歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS130$1.09 萬<0.1%歷史
MASIMasimo CorpCOM70$1.03 萬<0.1%歷史
JBLJabil IncStock75$1.00 萬<0.1%歷史
IDAIdacorp IncCOM100$9,289<0.1%歷史
FORMFormfactor IncCOM199$9,081<0.1%歷史
RPDRapid7, Inc.COM185$9,073<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF95$9,044<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF341$8,601<0.1%–
LGILazard Global Total Return & Income Fund IncCOM525$8,574<0.1%歷史
iShares Tr46435U366SELF DRIVNG EV255$8,015<0.1%–
FICOFair Isaac CorpCOM6$7,498<0.1%歷史
DAYDayforce, Inc.COM110$7,284<0.1%歷史
ELANElanco Animal Health IncCOM438$7,131<0.1%歷史
WINGWingstop Inc.COM19$6,962<0.1%歷史
ACGLArch Capital Group Ltd.Stock72$6,656<0.1%歷史
VSTVistra Corp.Stock89$6,199<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM44$6,117<0.1%歷史
CBZCBIZ, Inc.COM77$6,045<0.1%歷史
COFCapital One Financial CorpStock35$5,212<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP109$5,174<0.1%–
BLDRBuilders FirstSource, Inc.Stock24$5,006<0.1%歷史
STLDSteel Dynamics IncCOM33$4,892<0.1%歷史
DEIDouglas Emmett IncCOM347$4,813<0.1%歷史
DOCUDocuSign, Inc.Stock80$4,764<0.1%歷史
TSNTyson Foods, Inc.Stock79$4,640<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -42$4,296<0.1%歷史
CWENClearway Energy, Inc.CL C185$4,265<0.1%歷史
BWXTBWX Technologies, Inc.COM41$4,208<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock8$4,198<0.1%歷史
FSLRFirst Solar, Inc.Stock23$3,883<0.1%歷史
ONOn Semiconductor CorpStock52$3,825<0.1%歷史
TWSTTwist Bioscience CorpCOM110$3,775<0.1%歷史
AXONAxon Enterprise, Inc.COM12$3,755<0.1%歷史
CROXCrocs, Inc.COM26$3,739<0.1%歷史
UNMUnum GroupStock68$3,649<0.1%歷史
MEDPMedpace Holdings, Inc.COM9$3,638<0.1%歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF196$3,554<0.1%–
GXOGXO Logistics, Inc.Stock65$3,495<0.1%歷史
NOVNOV Inc.COM176$3,436<0.1%歷史
MROMarathon Oil CorpCOM117$3,316<0.1%歷史
ARRYArray Technologies, Inc.COM SHS215$3,206<0.1%歷史
NXTNextpower Inc.Stock56$3,152<0.1%歷史
AMPHAmphastar Pharmaceuticals, Inc.COM71$3,118<0.1%歷史
KRCKilroy Realty CorpCOM85$3,097<0.1%歷史
WALWestern Alliance BancorporationCOM47$3,017<0.1%歷史
ACLSAxcelis Technologies IncStock27$3,012<0.1%歷史
TCMDTactile Systems Technology IncCOM185$3,007<0.1%歷史
ROKURoku, IncCOM CL A46$2,998<0.1%歷史
ACHAccendra Health IncStock105$2,910<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM85$2,900<0.1%歷史
SMPLSimply Good Foods CoCOM85$2,893<0.1%歷史
UAAUnder Armour, Inc.Stock372$2,746<0.1%歷史
WNSWNS (Holdings) LtdCOM SHS54$2,729<0.1%歷史
DINOHF Sinclair CorpCOM45$2,717<0.1%歷史
PEGAPegasystems IncCOM41$2,651<0.1%歷史
HPPHudson Pacific Properties, Inc.COM404$2,606<0.1%歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD32$2,504<0.1%–
KEXKirby CorpCOM26$2,479<0.1%歷史
BDXBecton Dickinson & CoStock10$2,475<0.1%歷史
AMNAmn Healthcare Services IncCOM39$2,438<0.1%歷史
LVSLas Vegas Sands CorpCOM45$2,327<0.1%歷史
EXLSExlService Holdings, Inc.COM72$2,290<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF47$2,267<0.1%–
LUMNLumen Technologies, Inc.Stock1,412$2,203<0.1%歷史
VEEVVeeva Systems IncStock9$2,086<0.1%歷史
VMIValmont Industries IncCOM9$2,055<0.1%歷史
PCORProcore Technologies, Inc.COM24$1,973<0.1%歷史
DEODiageo PLCSPON ADR NEW11$1,637<0.1%歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD17$1,590<0.1%–
ALLYAlly Financial Inc.Stock38$1,543<0.1%歷史
VLTOVeralto CorpStock17$1,508<0.1%歷史