Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 716
- 較 2024 年第 4 季 +70
- 總值
- $7.12 億
- 較 2024 年第 4 季 −$1,367 萬 (−1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 185,268 | $1.04 億 | 14.6% | +5,029+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 95,335 | $5,333 萬 | 7.5% | −1,558−1.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 850,319 | $4,962 萬 | 7.0% | +35,924+4.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 54 | $4,312 萬 | 6.1% | +1+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 512,575 | $3,878 萬 | 5.4% | +31,789+6.6% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 321,907 | $3,153 萬 | 4.4% | +10,397+3.3% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 727,917 | $3,152 萬 | 4.4% | +7,451+1.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 569,669 | $2,833 萬 | 4.0% | +179,983+46.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 50,953 | $2,718 萬 | 3.8% | −110.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 237,821 | $2,508 萬 | 3.5% | +91,344+62.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 199,496 | $2,162 萬 | 3.0% | +2,043+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 85,790 | $1,902 萬 | 2.7% | −20,566−19.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 79,517 | $1,586 萬 | 2.2% | −453−0.6% | 減碼 | – |
| PACSPACS Group, Inc. | COM SHS | 1,112,068 | $1,250 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 114,402 | $1,196 萬 | 1.7% | +11,212+10.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 44,230 | $1,146 萬 | 1.6% | +274+0.6% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 20,403 | $1,107 萬 | 1.6% | −3,601−15.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,968 | $889.5 萬 | 1.3% | −86−0.5% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 149,269 | $880.4 萬 | 1.2% | +8,410+6.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,261 | $784.3 萬 | 1.1% | −10,256−40.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 140,535 | $711.5 萬 | 1.0% | −3,906−2.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 74,186 | $606.3 萬 | 0.9% | +2,275+3.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,345 | $604.2 萬 | 0.8% | −14,248−55.7% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 57,339 | $519.1 萬 | 0.7% | +2,714+5.0% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 167,865 | $515.9 萬 | 0.7% | −5,988−3.4% | 減碼 | – |
| WCNWaste Connections, Inc. | COM | 23,500 | $458.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,527 | $426.7 萬 | 0.6% | −40.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,251 | $417.5 萬 | 0.6% | 00.0% | 不變 | – |
| EQTEQT Corp | Stock | 75,120 | $401.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38,256 | $393.0 萬 | 0.6% | −393−1.0% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 68,837 | $371.5 萬 | 0.5% | +2,339+3.5% | 加碼 | – |
| MCOMoodys Corp | Stock | 6,217 | $289.5 萬 | 0.4% | −208−3.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,042 | $285.9 萬 | 0.4% | −2,392−9.0% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 20,426 | $264.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 88,935 | $248.7 萬 | 0.3% | +494+0.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,853 | $247.5 萬 | 0.3% | −242−3.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 33,698 | $214.1 萬 | 0.3% | −330−1.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 33,737 | $192.8 萬 | 0.3% | +2,172+6.9% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 15,150 | $184.5 萬 | 0.3% | −1,347−8.2% | 減碼 | 歷史 |
| RWAYRunway Growth Finance Corp. | COM | 172,002 | $178.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,803 | $170.5 萬 | 0.2% | −29−1.6% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,727 | $158.9 萬 | 0.2% | +285+1.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,829 | $152.2 萬 | 0.2% | +55+0.2% | 加碼 | – |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $150.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,257 | $148.7 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 5,102 | $147.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 5,457 | $146.8 萬 | 0.2% | −66−1.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,990 | $144.3 萬 | 0.2% | −108−1.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 8,429 | $143.6 萬 | 0.2% | +30+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,113 | $132.2 萬 | 0.2% | +139+2.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 5,104 | $126.9 萬 | 0.2% | +516+11.2% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 9,881 | $114.8 萬 | 0.2% | +9,881 | 新進 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 12,644 | $114.5 萬 | 0.2% | +1,009+8.7% | 加碼 | – |
| SHELShell plc | ADR | 15,545 | $113.9 萬 | 0.2% | +144+0.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,621 | $107.4 萬 | 0.2% | +1,902+4.1% | 加碼 | – |
| EXEExpand Energy Corp | COM | 9,433 | $105.0 萬 | 0.1% | +9,433 | 新進 | 歷史 |
| iShares Tr46438G471 | LARG CAP DEC ETF | 37,807 | $94.3 萬 | 0.1% | +37,807 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 10,021 | $89.9 萬 | 0.1% | −235−2.3% | 減碼 | 歷史 |
| iShares Tr46438G588 | LARG CAP SEP ETF | 34,392 | $86.1 萬 | 0.1% | +34,392 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 10,059 | $83.8 萬 | 0.1% | +114+1.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,591 | $80.9 萬 | 0.1% | +535+26.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,692 | $79.6 萬 | 0.1% | +1,999+54.1% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 4,761 | $77.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 5,642 | $74.7 萬 | 0.1% | −170−2.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $72.5 萬 | 0.1% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 155 | $71.4 萬 | 0.1% | +12+8.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,700 | $70.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 7,865 | $69.0 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,378 | $66.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,144 | $62.7 萬 | 0.1% | +34+0.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,535 | $58.4 萬 | 0.1% | −1,705−23.5% | 減碼 | – |
| INTCIntel Corp | Stock | 25,516 | $57.9 萬 | 0.1% | −6,470−20.2% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,878 | $55.7 萬 | 0.1% | +725+2.9% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,265 | $55.0 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 20,131 | $54.2 萬 | 0.1% | +23+0.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,697 | $54.0 萬 | 0.1% | −2,448−39.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,444 | $51.2 萬 | 0.1% | −212−8.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,036 | $50.3 萬 | 0.1% | −50−1.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,579 | $48.6 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,244 | $47.6 萬 | 0.1% | −425−11.6% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,264 | $46.5 萬 | 0.1% | +29+0.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 748 | $45.9 萬 | 0.1% | +131+21.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,623 | $45.7 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 7,249 | $44.8 萬 | 0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,062 | $44.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,057 | $42.6 萬 | 0.1% | −25−1.2% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,548 | $42.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNTGPennant Group, Inc. | COM | 16,750 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HGHamilton Insurance Group, Ltd. | CL B | 20,239 | $42.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,332 | $41.9 萬 | 0.1% | −25−1.1% | 減碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 10,794 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,320 | $40.5 萬 | 0.1% | +3,320 | 新進 | – |
| FISVFiserv Inc | Stock | 1,831 | $40.4 萬 | 0.1% | +393+27.3% | 加碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 7,546 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,277 | $39.8 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,232 | $39.1 萬 | 0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 1,045 | $38.9 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,323 | $36.5 萬 | 0.1% | −26−0.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 7,924 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,409 | $36.1 萬 | 0.1% | −52−2.1% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（49 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,521 | $75.4 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 2,742 | $45.7 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,253 | $36.3 萬 | 0.1% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 2,267 | $35.1 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,413 | $29.8 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 4,276 | $28.3 萬 | <0.1% | – |
| iShares Tr46429B366 | CMBS ETF | 5,955 | $28.1 萬 | <0.1% | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 5,592 | $27.9 萬 | <0.1% | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 9,174 | $17.9 萬 | <0.1% | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 1,626 | $13.2 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,324 | $10.4 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 2,553 | $10.4 萬 | <0.1% | – |
| TTTrane Technologies plc | SHS | 254 | $9.38 萬 | <0.1% | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 702 | $7.76 萬 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 846 | $7.76 萬 | <0.1% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 853 | $5.78 萬 | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 1,091 | $5.51 萬 | <0.1% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 1,830 | $4.27 萬 | <0.1% | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 704 | $3.76 萬 | <0.1% | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 474 | $2.97 萬 | <0.1% | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 181 | $2.33 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 411 | $1.85 萬 | <0.1% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 271 | $1.19 萬 | <0.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 300 | $1.18 萬 | <0.1% | 歷史 |
| DXDynex Capital Inc | COM | 883 | $1.12 萬 | <0.1% | 歷史 |
| EARNEllington Credit Co | COM SHS BEN INT | 1,589 | $1.05 萬 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 167 | $9,179 | <0.1% | – |
| GRALGRAIL, Inc. | COM | 379 | $6,766 | <0.1% | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 95 | $6,327 | <0.1% | 歷史 |
| Barnes Group Inc067806109 | COM | 100 | $4,726 | <0.1% | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,000 | $4,720 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 45 | $3,930 | <0.1% | – |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 200 | $2,830 | <0.1% | 歷史 |
| BCALCalifornia BanCorp | COM | 159 | $2,630 | <0.1% | 歷史 |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 30 | $1,138 | <0.1% | 歷史 |
| CUBECubeSmart | REIT | 26 | $1,115 | <0.1% | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 36 | $1,051 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | Stock | 22 | $671 | <0.1% | 歷史 |
| UECUranium Energy Corp | COM | 85 | $569 | <0.1% | 歷史 |
| ALTRAltair Engineering Inc. | COM CL A | 5 | $546 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 26 | $542 | <0.1% | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 2 | $391 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 24 | $335 | <0.1% | – |
| RKLBRocket Lab Corp | COM | 13 | $332 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 8 | $324 | <0.1% | – |
| PIIPolaris Inc. | Stock | 3 | $173 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 16 | $150 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 100 | $49 | <0.1% | 歷史 |
| SHIMShimmick Corp | COM | 1 | $3 | <0.1% | 歷史 |