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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
RJFRaymond James Financial IncCOM33$4,080<0.1%+33新進歷史
Vanguard World FD921910816MEGA GRWTH IND13$4,085<0.1%00.0%不變–
DGXQuest Diagnostics IncCOM30$4,107<0.1%00.0%不變歷史
HRHealthcare Realty Trust IncCL A COM250$4,120<0.1%00.0%不變歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A100$4,133<0.1%00.0%不變歷史
FRTFederal Realty Investment TrustSH BEN INT NEW41$4,140<0.1%00.0%不變歷史
Barnes Group Inc067806109COM100$4,141<0.1%00.0%不變–
PSMTPricesmart IncCOM51$4,142<0.1%+51新進歷史
STTState Street CorpCOM56$4,144<0.1%−39−41.1%減碼歷史
GPNGlobal Payments IncStock43$4,159<0.1%00.0%不變歷史
MKTXMarketaxess Holdings IncCOM21$4,212<0.1%00.0%不變歷史
REGRegency Centers CorpCOM68$4,230<0.1%00.0%不變歷史
Global X FDS37954Y483NASDAQ 100 COVER244$4,313<0.1%+175+253.6%加碼–
PENPenumbra IncCOM24$4,320<0.1%+24新進歷史
DBAInvesco DB Agriculture FundAGRICULTURE FD183$4,356<0.1%+183新進歷史
EQTEQT CorpStock118$4,364<0.1%00.0%不變歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR436$4,374<0.1%+436新進歷史
SWKStanley Black & Decker, Inc.COM55$4,394<0.1%00.0%不變歷史
RHRHCOM18$4,400<0.1%+18新進歷史
MGMMGM Resorts InternationalStock100$4,444<0.1%00.0%不變歷史
MOHMolina Healthcare, Inc.COM15$4,460<0.1%00.0%不變歷史
Advisor Managed Portfolios00777X561MILLER VALUE PAR150$4,540<0.1%+150新進–
DBPInvesco DB Precious Metals FundPRECIOUS METAL80$4,584<0.1%+80新進歷史
BIIBBiogen Inc.COM20$4,637<0.1%00.0%不變歷史
FNFabrinetSHS19$4,652<0.1%+19新進歷史
EEFTEuronet Worldwide, Inc.COM45$4,658<0.1%00.0%不變歷史
SNASnap-on IncCOM18$4,706<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF46$4,706<0.1%+12+35.3%加碼–
OLOOlo Inc.CL A1,065$4,708<0.1%+1,065新進歷史
DVNDevon Energy CorpStock100$4,740<0.1%+59+143.9%加碼歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF85$4,748<0.1%00.0%不變–
PFGPrincipal Financial Group IncCOM61$4,786<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR1,765$4,819<0.1%+1,765新進歷史
TFXTeleflex IncCOM23$4,838<0.1%00.0%不變歷史
DSGXDescartes Systems Group IncCOM50$4,842<0.1%+38+316.7%加碼歷史
WFRDWeatherford International plcORD SHS40$4,898<0.1%+40新進歷史
OFLXOmega Flex, Inc.COM96$4,923<0.1%+96新進歷史
DJTTrump Media & Technology Group Corp.Stock154$5,044<0.1%+100+185.2%加碼歷史
EMREmerson Electric CoStock46$5,068<0.1%−83−64.3%減碼歷史
JNPRJuniper Networks IncCOM140$5,105<0.1%00.0%不變歷史
SPDR Ser Tr78468R648S&P KENSHO NEW111$5,114<0.1%00.0%不變–
SEESealed Air CorpCOM147$5,115<0.1%−135−47.9%減碼歷史
ESSEssex Property Trust, Inc.COM19$5,172<0.1%00.0%不變歷史
iShares Tr46434V464LOW CA OP MS ETF28$5,182<0.1%00.0%不變–
CFCF Industries Holdings, Inc.COM70$5,189<0.1%−29−29.3%減碼歷史
KMXCarMax IncCOM71$5,208<0.1%00.0%不變歷史
SAIASaia IncCOM11$5,218<0.1%+4+57.1%加碼歷史
TXTTextron IncCOM61$5,238<0.1%00.0%不變歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT112$5,258<0.1%+50+80.6%加碼–
LLoews CorpCOM71$5,307<0.1%00.0%不變歷史
EGEverest Group, Ltd.COM14$5,335<0.1%00.0%不變歷史
CAHCardinal Health IncStock55$5,408<0.1%−83−60.1%減碼歷史
SESea LtdSPONSORD ADS76$5,428<0.1%+76新進歷史
WYWeyerhaeuser CoCOM NEW194$5,508<0.1%00.0%不變歷史
NRCNRC HealthCOM NEW240$5,508<0.1%+240新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999300$5,616<0.1%00.0%不變歷史
EARNEllington Credit CoCOM SHS BEN INT812$5,644<0.1%+687+549.6%加碼歷史
PEverpure, Inc.CL A89$5,715<0.1%+89新進歷史
Invesco S&P 500 Quality ETF46137V241ETF90$5,719<0.1%00.0%不變–
iShares Inc464286533MSCI EMERG MRKT100$5,721<0.1%00.0%不變–
OMFOneMain Holdings, Inc.COM118$5,722<0.1%+118新進歷史
CASYCaseys General Stores IncCOM15$5,724<0.1%+15新進歷史
ANSSAnsys IncCOM18$5,787<0.1%−26−59.1%減碼歷史
LSCCLattice Semiconductor CorpCOM100$5,799<0.1%−18−15.3%減碼歷史
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH53$5,806<0.1%00.0%不變–
AIZAssurant, Inc.Stock35$5,819<0.1%00.0%不變歷史
CORCencora, Inc.Stock26$5,858<0.1%−25−49.0%減碼歷史
ENTGEntegris IncCOM44$5,958<0.1%+29+193.3%加碼歷史
USOUnited States Oil Fund, LPUNITS75$5,970<0.1%00.0%不變歷史
AOSSmith A O CorpCOM73$5,970<0.1%00.0%不變歷史
NVTnVent Electric plcSHS78$5,976<0.1%+78新進歷史
iShares Tr464288877EAFE VALUE ETF113$5,994<0.1%+23+25.6%加碼–
MAINMain Street Capital CORPCEF121$6,110<0.1%+48+65.8%加碼歷史
BCSBarclays PLCADR571$6,119<0.1%+15+2.7%加碼歷史
ORealty Income CorpREIT116$6,128<0.1%−27−18.9%減碼歷史
CFGCitizens Financial Group IncCOM171$6,162<0.1%00.0%不變歷史
EMEEMCOR Group, Inc.Stock17$6,207<0.1%+17新進歷史
GRALGRAIL, Inc.COM404$6,210<0.1%+404新進歷史
FITBFifth Third BancorpCOM171$6,240<0.1%00.0%不變歷史
MAXMediaAlpha, Inc.CL A479$6,309<0.1%+479新進歷史
VanEck ETF Trust92189H607OIL SERVICES ETF20$6,324<0.1%00.0%不變–
CTRACoterra Energy Inc.Stock239$6,375<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF369$6,406<0.1%+369新進–
TYLTyler Technologies IncCOM13$6,537<0.1%−6−31.6%減碼歷史
WELLWelltower Inc.REIT63$6,568<0.1%−132−67.7%減碼歷史
SNOWSnowflake Inc.Stock49$6,620<0.1%−6−10.9%減碼歷史
BWABorgwarner IncCOM210$6,771<0.1%00.0%不變歷史
TERTeradyne, IncStock46$6,822<0.1%00.0%不變歷史
IBITiShares Bitcoin Trust ETFETF200$6,828<0.1%+200新進歷史
RIVNRivian Automotive, Inc.Stock511$6,858<0.1%−20−3.8%減碼歷史
PWRQuanta Services, Inc.COM27$6,861<0.1%−28−50.9%減碼歷史
XELXcel Energy IncStock129$6,890<0.1%+20+18.3%加碼歷史
iShares Tr46434V4070-5YR HI YL CP164$6,921<0.1%00.0%不變–
CRCrane CoCOMMON STOCK48$6,960<0.1%+48新進歷史
BILLBILL Holdings, Inc.Stock134$7,052<0.1%00.0%不變歷史
TRMBTrimble Inc.COM127$7,102<0.1%+127新進歷史
LENLennar CorpCL A48$7,194<0.1%−167−77.7%減碼歷史
NSPInsperity, Inc.COM79$7,206<0.1%+79新進歷史
BSXBoston Scientific CorpStock94$7,239<0.1%−148−61.2%減碼歷史
MGPIMGP Ingredients IncCOM98$7,292<0.1%+68+226.7%加碼歷史

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