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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/12 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
713
較 2024 年第 2 季 −223
總值
$8.62 億
較 2024 年第 2 季 −$3,027 萬 (−3.4%)
申報日
2024/11/12
SEC
Crewe Advisors LLC 在 2024 年第 3 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, IncCOM1,110,692$1.60 億18.5%+10,221+0.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF164,159$9,469 萬11.0%+9,675+6.3%加碼–
SPYSPDR S&P 500 ETF TrustETF97,766$5,609 萬6.5%+2,620+2.8%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF755,274$4,707 萬5.5%+45,315+6.4%加碼–
BRK.ABerkshire Hathaway IncCL A56$3,871 萬4.5%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF467,463$3,511 萬4.1%+44,198+10.4%加碼–
Vanguard World FD921910733ESG US STK ETF311,066$3,162 萬3.7%+216+0.1%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE713,164$2,997 萬3.5%+13,841+2.0%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF51,391$2,928 萬3.4%+2,874+5.9%加碼歷史
PNTGPennant Group, Inc.COM742,958$2,652 萬3.1%+11,927+1.6%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF106,356$2,523 萬2.9%00.0%不變–
iShares Russell 2000 ETF464287655ETF80,939$1,788 萬2.1%+99+0.1%加碼–
iShares Tr464288414NATIONAL MUN ETF140,520$1,526 萬1.8%+22,910+19.5%加碼–
iShares Core MSCI Eafe ETF46432F842ETF193,109$1,507 萬1.7%+6,885+3.7%加碼–
Vanguard Information Technology ETF92204A702ETF24,054$1,411 萬1.6%+1,411+6.2%加碼–
Vanguard S&P 500 ETF922908363ETF25,392$1,340 萬1.6%−42−0.2%減碼–
TSLATesla, Inc.Stock49,995$1,308 萬1.5%−3,472−6.5%減碼歷史
BRK.BBerkshire Hathaway IncStock25,798$1,187 萬1.4%+14,298+124.3%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF82,664$966.8 萬1.1%+15,627+23.3%加碼–
Invesco QQQ Trust Series I46090E103ETF18,969$925.8 萬1.1%−97−0.5%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF171,892$872.2 萬1.0%−27,823−13.9%減碼–
Vanguard World FD921910725ESG INTL STK ETF140,859$866.4 萬1.0%−277,638−66.3%減碼–
AMDAdvanced Micro Devices IncStock41,473$680.5 萬0.8%−30.0%減碼歷史
iShares MSCI Eafe ETF464287465ETF72,529$606.6 萬0.7%+2,195+3.1%加碼–
iShares Tr464288687PFD AND INCM SEC176,685$587.1 萬0.7%−15,067−7.9%減碼–
Vanguard Real Estate ETF922908553ETF54,599$531.9 萬0.6%+144+0.3%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF95,747$458.2 萬0.5%−981−1.0%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF15,315$433.7 萬0.5%+4,382+40.1%加碼–
WCNWaste Connections, Inc.COM23,500$420.2 萬0.5%+23,500新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF68,490$393.2 萬0.5%+3,651+5.6%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD69,626$346.6 萬0.4%+69,425+34,539.8%加碼–
XOMExxonMobil Holdings CorpCOM28,504$334.1 萬0.4%−2,160−7.0%減碼歷史
MCOMoodys CorpStock6,818$323.6 萬0.4%+12+0.2%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF45,492$285.2 萬0.3%+149+0.3%加碼–
iShares Tr464288273EAFE SML CP ETF41,675$282.1 萬0.3%+7,320+21.3%加碼–
iShares Russell 1000 Growth ETF464287614ETF7,395$277.6 萬0.3%00.0%不變–
EQTEQT CorpStock75,238$275.7 萬0.3%+75,120+63,661.0%加碼歷史
Schwab US Dividend Equity ETF808524797ETF30,343$256.5 萬0.3%+889+3.0%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT62,176$213.1 萬0.2%+42,416+214.7%加碼–
RWAYRunway Growth Finance Corp.COM172,002$177.0 萬0.2%+172,002新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM29,218$173.9 萬0.2%−366−1.2%減碼–
PGProcter & Gamble CoStock9,583$166.0 萬0.2%−648−6.3%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF7,265$164.0 萬0.2%+77+1.1%加碼–
COSTCostco Wholesale CorpStock1,805$160.0 萬0.2%−895−33.1%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF34,599$158.7 萬0.2%+2,405+7.5%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF29,027$153.3 萬0.2%−30−0.1%減碼–
AXPAmerican Express CoStock5,528$149.9 萬0.2%−16−0.3%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,974$131.2 萬0.2%+32+0.6%加碼–
MRKMerck & Co., Inc.Stock11,348$128.9 萬0.1%+238+2.1%加碼歷史
GLDSPDR Gold TrustETF5,102$124.0 萬0.1%00.0%不變歷史
Sandstorm Gold Ltd Com New80013R206Stock199,746$119.8 萬0.1%00.0%不變–
iShares Tr464288281JPMORGAN USD EMG11,917$111.5 萬0.1%+718+6.4%加碼–
Schwab U.S. Large-Cap ETF808524201ETF15,562$105.6 萬0.1%+23+0.1%加碼–
VKTXViking Therapeutics, Inc.COM16,366$103.6 萬0.1%+16,366新進歷史
IBMInternational Business Machines CorpStock4,686$103.6 萬0.1%+10+0.2%加碼歷史
SHELShell plcADR15,401$101.6 萬0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,377$98.2 萬0.1%+2,449+62.3%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF9,986$91.8 萬0.1%+22+0.2%加碼–
GISGeneral Mills IncStock12,025$88.8 萬0.1%00.0%不變歷史
HGHamilton Insurance Group, Ltd.CL B45,537$88.1 萬0.1%00.0%不變歷史
INTCIntel CorpStock36,354$85.3 萬0.1%−9,593−20.9%減碼歷史
ANAutonation, Inc.COM4,761$85.2 萬0.1%00.0%不變歷史
iShares Tr4642886613 7 YR TREAS BD6,477$77.5 萬0.1%+1,472+29.4%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$76.6 萬0.1%00.0%不變–
RTXRTX CorpStock6,101$73.9 萬0.1%+26+0.4%加碼歷史
MCDMcDonalds CorpStock2,346$71.4 萬0.1%+9+0.4%加碼歷史
BKNGBooking Holdings Inc.Stock160$67.4 萬0.1%+3+1.9%加碼歷史
ABBVAbbVie Inc.Stock3,412$67.4 萬0.1%+19+0.6%加碼歷史
WMTWalmart Inc.Stock8,292$67.0 萬0.1%−321−3.7%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF14,687$66.6 萬0.1%+8,531+138.6%加碼–
AMPAmeriprise Financial IncCOM1,410$66.2 萬0.1%+3+0.2%加碼歷史
JNJJohnson & JohnsonStock3,927$63.6 萬0.1%−142−3.5%減碼歷史
DUKDuke Energy CORPStock5,452$62.9 萬0.1%+41+0.8%加碼歷史
GEGeneral Electric CoStock3,258$61.4 萬0.1%+5+0.2%加碼歷史
BXBlackstone Inc.COM3,836$58.7 萬0.1%−109−2.8%減碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD11,431$57.7 萬0.1%+2,281+24.9%加碼–
Schwab U.S. Broad Market ETF808524102ETF8,362$55.6 萬0.1%+273+3.4%加碼–
Schwab Strategic Tr8085247221000 INDEX ETF10,042$55.5 萬0.1%+23+0.2%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF4,265$54.7 萬0.1%+4,265新進–
SPDR Series Trust78464A763ST STR SP DIV3,614$51.3 萬0.1%−378−9.5%減碼–
PEPPepsiCo IncStock2,995$50.9 萬0.1%−96−3.1%減碼歷史
TXNTexas Instruments IncStock2,460$50.8 萬0.1%+35+1.4%加碼歷史
MMM3M CoStock3,665$50.1 萬0.1%+3+0.1%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF4,623$46.8 萬0.1%−595−11.4%減碼–
AMGNAmgen IncStock1,452$46.8 萬0.1%+6+0.4%加碼歷史
JEFJefferies Financial Group Inc.COM7,546$46.4 萬0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE7,368$45.9 萬0.1%+4,824+189.6%加碼–
CRMSalesforce, Inc.Stock1,647$45.1 萬0.1%−373−18.5%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,062$44.9 萬0.1%+1+0.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,426$43.5 萬0.1%−45−1.8%減碼–
ALLAllstate CorpStock2,282$43.3 萬0.1%+110+5.1%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,099$42.1 萬<0.1%+1,314+167.4%加碼–
PFEPfizer IncStock14,470$41.9 萬<0.1%−186−1.3%減碼歷史
SYKStryker CorpStock1,127$40.7 萬<0.1%+6+0.5%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF1,232$40.3 萬<0.1%−775−38.6%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,565$40.1 萬<0.1%+924+25.4%加碼–
SUSuncor Energy IncStock10,794$39.9 萬<0.1%00.0%不變歷史
NEENextera Energy IncStock4,691$39.7 萬<0.1%−297−6.0%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF5,349$38.3 萬<0.1%+4,928+1,170.5%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS6,253$37.8 萬<0.1%+6,253新進–

2024 年第 2 季之後清倉(305 檔)

2024 年第 2 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 305 檔。

Crewe Advisors LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
MSFTMicrosoft CorpStock49,696$2,221 萬2.5%歷史
CVXChevron CorpStock120,282$1,881 萬2.1%歷史
AAPLApple Inc.Stock77,193$1,626 萬1.8%歷史
GOOGAlphabet Inc.Stock43,464$797.2 萬0.9%歷史
AMZNAmazon Com IncStock30,042$580.6 萬0.7%歷史
GOOGLAlphabet Inc.Stock28,872$525.9 萬0.6%歷史
VVisa Inc.Stock19,264$505.6 萬0.6%歷史
NVDANVIDIA CorpStock34,740$429.2 萬0.5%歷史
METAMeta Platforms, Inc.Stock6,354$320.4 萬0.4%歷史
NFLXNetflix IncStock4,571$308.5 萬0.3%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF34,845$278.5 萬0.3%–
TJXTJX Companies IncStock17,364$191.2 萬0.2%歷史
HDHome Depot, Inc.Stock4,956$170.6 萬0.2%歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF28,697$168.1 萬0.2%–
JPMJPMorgan Chase & CoStock8,013$162.1 萬0.2%歷史
ADBEAdobe Inc.Stock2,883$160.2 萬0.2%歷史
AVGOBroadcom Inc.Stock863$138.6 萬0.2%歷史
Vanguard Dividend Appreciation ETF921908844ETF7,523$137.3 萬0.2%–
ANETArista Networks, Inc.COM3,791$132.9 萬0.1%歷史
LLYEli Lilly & CoStock1,452$131.5 萬0.1%歷史
MAMastercard IncStock2,913$128.5 萬0.1%歷史
ORCLOracle CorpStock6,547$92.4 萬0.1%歷史
SHWSherwin Williams CoCOM3,058$91.3 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock1,597$88.3 萬0.1%歷史
UNHUnitedHealth Group IncStock1,529$77.9 萬0.1%歷史
AMATApplied Materials IncStock3,214$75.8 萬0.1%歷史
BABoeing CoStock3,978$72.4 萬0.1%歷史
APHAmphenol CorpCL A10,458$70.5 萬0.1%歷史
SHOPShopify Inc.Stock10,113$66.8 萬0.1%歷史
CATCaterpillar IncStock1,712$57.0 萬0.1%歷史
LOWLowes Companies IncStock2,319$51.1 萬0.1%歷史
INTUIntuit Inc.Stock774$50.9 萬0.1%歷史
BACBank of America CorpStock11,308$45.0 萬0.1%歷史
CSCOCisco Systems, Inc.Stock9,145$43.4 萬<0.1%歷史
SPGIS&P Global Inc.Stock970$43.3 萬<0.1%歷史
BMYBristol Myers Squibb CoStock9,494$39.4 萬<0.1%歷史
VZVerizon Communications IncStock8,974$37.0 萬<0.1%歷史
LINLinde PLCStock834$36.6 萬<0.1%歷史
WFCWells Fargo & CompanyStock5,517$32.8 萬<0.1%歷史
ETNEaton Corp plcStock985$30.9 萬<0.1%歷史
CICigna GroupStock905$29.9 萬<0.1%歷史
QCOMQualcomm IncStock1,467$29.2 萬<0.1%歷史
PMPhilip Morris International Inc.Stock2,773$28.1 萬<0.1%歷史
CCitigroup IncStock4,325$27.4 萬<0.1%歷史
ZTSZoetis Inc.Stock1,553$26.9 萬<0.1%歷史
MSMorgan StanleyStock2,690$26.1 萬<0.1%歷史
SNNSmith & Nephew PLCSPDN ADR NEW10,000$24.8 萬<0.1%歷史
ABTAbbott LaboratoriesStock2,364$24.6 萬<0.1%歷史
FISVFiserv IncStock1,608$24.0 萬<0.1%歷史
ACNAccenture plcStock773$23.5 萬<0.1%歷史
NOWServiceNow, Inc.Stock281$22.1 萬<0.1%歷史
EAElectronic Arts Inc.COM1,409$19.6 萬<0.1%歷史
SONYSony Group CorpSPONSORED ADR2,300$19.5 萬<0.1%歷史
GLWCorning IncCOM4,571$17.8 萬<0.1%歷史
ADSKAutodesk, Inc.COM694$17.2 萬<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR2,170$16.9 萬<0.1%歷史
CARRCarrier Global CorpStock2,495$15.7 萬<0.1%歷史
NVONovo Nordisk A SADR1,009$14.4 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR850$14.3 萬<0.1%歷史
OTISOtis Worldwide CorpStock1,473$14.2 萬<0.1%歷史
SBUXStarbucks CorpStock1,726$13.4 萬<0.1%歷史
MKLMarkel Group Inc.COM79$12.4 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock1,456$10.8 萬<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock584$9.23 萬<0.1%歷史
NDSNNordson CorpCOM375$8.70 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR499$8.67 萬<0.1%歷史
ABNBAirbnb, Inc.Stock541$8.20 萬<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF3,589$8.10 萬<0.1%–
KLACKLA CorpCOM NEW93$7.67 萬<0.1%歷史
QSRRestaurant Brands International Inc.COM1,071$7.54 萬<0.1%歷史
LUVSouthwest Airlines CoCOM2,567$7.34 萬<0.1%歷史
PCGPG&E CorpStock4,041$7.06 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM378$6.68 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW1,186$6.52 萬<0.1%歷史
AMTAmerican Tower CorpREIT332$6.45 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM239$6.44 萬<0.1%歷史
WMBWilliams Companies, Inc.COM1,506$6.40 萬<0.1%歷史
PAYCPaycom Software, Inc.Stock445$6.37 萬<0.1%歷史
MSCIMSCI Inc.Stock132$6.36 萬<0.1%歷史
CVSCVS Health CorpStock1,019$6.02 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock273$5.77 萬<0.1%歷史
ICLRIcon PLCCOM177$5.55 萬<0.1%歷史
DPZDominos Pizza IncCOM107$5.52 萬<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock251$5.39 萬<0.1%歷史
AESAES CorpStock3,023$5.31 萬<0.1%歷史
FEFirstenergy CorpCOM1,384$5.30 萬<0.1%歷史
ELSEquity Lifestyle Properties IncCOM800$5.21 萬<0.1%歷史
FTITechnipFMC plcCOM1,963$5.13 萬<0.1%歷史
ASMLASML Holding NVADR50$5.11 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock254$5.00 萬<0.1%歷史
URIUnited Rentals, Inc.COM76$4.92 萬<0.1%歷史
AMEAmetek IncCOM293$4.88 萬<0.1%歷史
HUMHumana IncStock129$4.82 萬<0.1%歷史
MPCMarathon Petroleum CorpStock276$4.79 萬<0.1%歷史
LULUlululemon athletica inc.Stock159$4.75 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A153$4.73 萬<0.1%歷史
CNCCentene CorpStock683$4.53 萬<0.1%歷史
ITGartner IncCOM97$4.36 萬<0.1%歷史
CSXCSX CorpStock1,299$4.35 萬<0.1%歷史
MTDMettler Toledo International IncCOM31$4.33 萬<0.1%歷史