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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
SHIMShimmick CorpCOM1$2<0.1%00.0%不變歷史
AEOAmerican Eagle Outfitters IncCOM3$60<0.1%00.0%不變歷史
SEELSeelos Therapeutics, Inc.COM115$69<0.1%+115新進歷史
SPDR Index Shs FDS78463X103PORTFLO EURP ETF3$129<0.1%00.0%不變–
FUBOFuboTV Inc.COM110$137<0.1%00.0%不變歷史
ZIMVZimVie Inc.Stock8$146<0.1%00.0%不變歷史
MATMattel IncCOM10$163<0.1%00.0%不變歷史
JWNNordstrom IncStock8$170<0.1%00.0%不變歷史
Global X FDS37954Y475S&P 500 COVERED5$203<0.1%+5新進–
ALKAlaska Air Group, Inc.COM6$243<0.1%00.0%不變歷史
iShares Tr464288448INTL SEL DIV ETF10$276<0.1%00.0%不變–
SGSweetgreen, Inc.COM CL A10$302<0.1%00.0%不變歷史
TCOMTrip.com Group LtdADS7$329<0.1%+7新進歷史
ZMZoom Communications, Inc.Stock6$356<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM38$372<0.1%−202−84.2%減碼歷史
MKCMcCormick & Co IncStock6$426<0.1%00.0%不變歷史
KLGWK Kellogg CoCOM26$428<0.1%00.0%不變歷史
BAPCredicorp LtdCOM3$484<0.1%+3新進歷史
GOEVCanoo Inc.CL A COM NEW230$490<0.1%+5+2.2%加碼歷史
Vanguard Financials ETF92204A405ETF5$500<0.1%−2,165−99.8%減碼–
HIIHuntington Ingalls Industries, Inc.COM2$504<0.1%00.0%不變歷史
UECUranium Energy CorpCOM85$511<0.1%00.0%不變歷史
Tidal Trust I886364876ADASINA SOCIAL30$520<0.1%+30新進–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW9$537<0.1%+9新進–
KDKyndryl Holdings, Inc.Stock21$553<0.1%00.0%不變歷史
CSANYCosan S.A.ADS57$556<0.1%−23−28.7%減碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR30$561<0.1%+30新進歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF9$567<0.1%+9新進–
Paramount Global92556H206CL B55$572<0.1%+55新進–
OGNOrganon & Co.Stock30$621<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A24$621<0.1%+24新進歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD46$647<0.1%+46新進–
WBXWallbox N.V.SHS500$655<0.1%00.0%不變歷史
iShares Tr464287341GLOBAL ENERG ETF16$665<0.1%+5+45.5%加碼–
iShares Tr46434V803HDG MSCI EAFE20$712<0.1%+20新進–
NNNNNN REIT, Inc.REIT18$767<0.1%−50−73.5%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD17$769<0.1%+17新進–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF19$778<0.1%−826−97.8%減碼–
NICENICE Ltd.SPONSORED ADR5$860<0.1%−2−28.6%減碼歷史
VODVodafone Group Public Ltd CoADR99$879<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC23$969<0.1%+5+27.8%加碼–
GTLBGitlab Inc.CLASS A COM20$995<0.1%00.0%不變歷史
LCTXLineage Cell Therapeutics, Inc.COM1,016$1,014<0.1%00.0%不變歷史
ITTItt Inc.COM8$1,034<0.1%00.0%不變歷史
RIORio Tinto PLCADR16$1,055<0.1%00.0%不變歷史
DBX ETF Tr233051432XTRACK USD HIGH30$1,064<0.1%+30新進–
Tidal ETF Tr88634T105II CARBON CLCTV CLM58$1,084<0.1%00.0%不變–
CUBECubeSmartREIT25$1,130<0.1%+25新進歷史
VALEVale S.A.SPONSORED ADS105$1,173<0.1%00.0%不變歷史
iShares Inc464286608MSCI EURZONE ETF24$1,178<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR25$1,219<0.1%00.0%不變–
NSANational Storage Affiliates TrustCOM SHS BEN IN30$1,237<0.1%+30新進歷史
GLOBGlobant S.A.COM7$1,248<0.1%+7新進歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS67$1,259<0.1%00.0%不變歷史
QVCGAOld QVC Group, Inc.COM SER A2,324$1,465<0.1%+2,324新進歷史
TMCTMC the metals Co Inc.COM1,095$1,479<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY50$1,523<0.1%+50新進–
DDOGDatadog, Inc.CL A COM12$1,557<0.1%−15−55.6%減碼歷史
FANGDiamondback Energy, Inc.Stock8$1,602<0.1%−6−42.9%減碼歷史
Columbia ETF Tr II19762B509EMRG MARKETS ETF80$1,672<0.1%00.0%不變–
LAMRLamar Advertising CoREIT14$1,674<0.1%−23−62.2%減碼歷史
CEGConstellation Energy CorpStock9$1,803<0.1%−16−64.0%減碼歷史
WSOWatsco IncCOM4$1,853<0.1%+4新進歷史
iShares Inc46434G764MSCI EMRG CHN32$1,895<0.1%+14+77.8%加碼–
BNYBank of New York Mellon CorpStock32$1,917<0.1%+32新進歷史
Occidental Pete Corp WT Exp 080327674599162Stock47$1,935<0.1%−15−24.2%減碼–
LHXL3HARRIS Technologies, Inc.Stock9$2,022<0.1%−25−73.5%減碼歷史
LFMDLifeMD, Inc.COM300$2,058<0.1%+300新進歷史
CALBCalifornia BanCorpCOM100$2,150<0.1%00.0%不變歷史
NVECNve CorpCOM NEW29$2,167<0.1%+29新進歷史
iShares Tr464289859CORE 80 20 ETF30$2,244<0.1%00.0%不變–
iShares Tr46435G425ESG AWR MSCI USA19$2,268<0.1%00.0%不變–
PTLOPortillo's Inc.COM CL A240$2,333<0.1%00.0%不變歷史
AALAmerican Airlines Group Inc.Stock210$2,380<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM917$2,394<0.1%+454+98.1%加碼歷史
Global X Uranium ETF37954Y871ETF87$2,519<0.1%+69+383.3%加碼–
MPMP Materials Corp.COM CL A200$2,546<0.1%00.0%不變歷史
WSCWillScot Holdings CorpCOM CL A70$2,635<0.1%+70新進歷史
ARRArmour Residential REIT, Inc.COM SHS136$2,636<0.1%+136新進歷史
IBNIcici Bank LtdADR93$2,680<0.1%+93新進歷史
RBLXRoblox CorpStock73$2,717<0.1%−200−73.3%減碼歷史
DVDoubleVerify Holdings, Inc.COM140$2,726<0.1%+140新進歷史
KEYSKeysight Technologies, Inc.Stock22$3,009<0.1%+22新進歷史
DTDynatrace, Inc.Stock69$3,088<0.1%+69新進歷史
PIIPolaris Inc.Stock40$3,133<0.1%−58−59.2%減碼歷史
SDHCSmith Douglas Homes Corp.COM SHS CL A136$3,180<0.1%+136新進歷史
DFSDiscover Financial ServicesCOM25$3,271<0.1%00.0%不變歷史
FLYYSpirit Aviation Holdings, Inc.COM896$3,280<0.1%+50+5.9%加碼歷史
ALBAlbemarle CorpStock35$3,344<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM25$3,381<0.1%00.0%不變歷史
HSICHenry Schein IncCOM54$3,462<0.1%00.0%不變歷史
iShares Tr464287721U.S. TECH ETF23$3,462<0.1%+7+43.8%加碼–
NEUNewmarket CorpCOM7$3,609<0.1%00.0%不變歷史
IEXIdex CorpCOM18$3,622<0.1%00.0%不變歷史
APAAPA CorpStock124$3,651<0.1%00.0%不變歷史
EPAMEPAM Systems, Inc.COM20$3,763<0.1%+2+11.1%加碼歷史
WTSWatts Water Technologies IncCL A21$3,851<0.1%+21新進歷史
ONONOn Holding AGStock100$3,880<0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM26$3,935<0.1%+26新進歷史
HLLYHolley Inc.COM1,114$3,989<0.1%+1,114新進歷史

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