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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/30 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
747
較 2025 年第 1 季 +31
總值
$7.07 億
較 2025 年第 1 季 −$471.0 萬 (−0.7%)
申報日
2025/7/30
SEC
Crewe Advisors LLC 在 2025 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
SPYSPDR S&P 500 ETF TrustETF96,140$5,940 萬8.4%+805+0.8%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF877,935$5,445 萬7.7%+27,616+3.2%加碼–
iShares Core MSCI Eafe ETF46432F842ETF510,399$4,261 萬6.0%−2,176−0.4%減碼–
Vanguard Total Bond Market ETF921937835ETF537,186$3,955 萬5.6%+537,186新進–
BRK.ABerkshire Hathaway IncCL A52$3,790 萬5.4%−2−3.7%減碼歷史
Vanguard World FD921910733ESG US STK ETF322,980$3,541 萬5.0%+1,073+0.3%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE727,837$3,184 萬4.5%−800.0%減碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD575,987$2,866 萬4.1%+6,318+1.1%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF50,435$2,857 萬4.0%−518−1.0%減碼歷史
AAPLApple Inc.Stock106,363$2,182 萬3.1%+106,363新進歷史
iShares Tr464288414NATIONAL MUN ETF208,789$2,181 萬3.1%−29,032−12.2%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$2,026 萬2.9%−277−0.3%減碼–
iShares Russell 2000 ETF464287655ETF73,134$1,578 萬2.2%−6,383−8.0%減碼–
iShares Core S&P Small Cap ETF464287804ETF136,696$1,494 萬2.1%+22,294+19.5%加碼–
PACSPACS Group, Inc.COM SHS1,112,068$1,437 萬2.0%00.0%不變歷史
TSLATesla, Inc.Stock44,283$1,407 萬2.0%+53+0.1%加碼歷史
Vanguard Information Technology ETF92204A702ETF20,378$1,352 萬1.9%−25−0.1%減碼–
Invesco QQQ Trust Series I46090E103ETF19,693$1,086 萬1.5%+725+3.8%加碼–
Vanguard World FD921910725ESG INTL STK ETF148,434$972.2 萬1.4%−835−0.6%減碼–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF132,739$830.7 萬1.2%+132,739新進–
Vanguard S&P 500 ETF922908363ETF14,207$807.0 萬1.1%−1,054−6.9%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF87,389$724.6 萬1.0%+87,389新進–
iShares MSCI Eafe ETF464287465ETF79,079$706.9 萬1.0%+4,893+6.6%加碼–
BRK.BBerkshire Hathaway IncStock13,498$655.7 萬0.9%+2,153+19.0%加碼歷史
AMZNAmazon Com IncStock26,925$590.7 萬0.8%+26,925新進歷史
AMDAdvanced Micro Devices IncStock38,244$542.7 萬0.8%−120.0%減碼歷史
Vanguard Real Estate ETF922908553ETF56,355$501.9 萬0.7%−984−1.7%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF99,390$491.6 萬0.7%+7,139+7.7%加碼–
NVDANVIDIA CorpStock31,092$491.2 萬0.7%−168,404−84.4%減碼歷史
EQTEQT CorpStock75,122$438.1 萬0.6%+20.0%加碼歷史
METAMeta Platforms, Inc.Stock5,718$422.1 萬0.6%+5,718新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF82,588$418.6 萬0.6%−57,947−41.2%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF67,100$402.8 萬0.6%−1,737−2.5%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF13,056$396.8 萬0.6%−2,471−15.9%減碼–
MCOMoodys CorpStock6,022$302.1 萬0.4%−195−3.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF6,559$278.5 萬0.4%−294−4.3%減碼–
XOMExxonMobil Holdings CorpCOM23,591$254.3 萬0.4%−451−1.9%減碼歷史
Schwab US Dividend Equity ETF808524797ETF95,571$253.3 萬0.4%+6,636+7.5%加碼–
iShares Tr464288273EAFE SML CP ETF33,160$241.0 萬0.3%−538−1.6%減碼–
iShares Tr464288687PFD AND INCM SEC66,495$204.0 萬0.3%−101,370−60.4%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM35,789$203.5 萬0.3%+2,052+6.1%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,214$201.9 萬0.3%+2,101+41.1%加碼–
TJXTJX Companies IncStock15,226$188.0 萬0.3%+76+0.5%加碼歷史
Sandstorm Gold Ltd Com New80013R206Stock199,746$187.8 萬0.3%00.0%不變–
RWAYRunway Growth Finance Corp.COM172,002$184.6 萬0.3%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF6,898$174.7 萬0.2%−92−1.3%減碼–
AXPAmerican Express CoStock5,464$174.3 萬0.2%+7+0.1%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF30,036$171.2 萬0.2%+779+2.7%加碼–
iShares Core Dividend Growth ETF46434V621ETF26,558$169.8 萬0.2%+831+3.2%加碼–
COSTCostco Wholesale CorpStock1,714$169.6 萬0.2%−89−4.9%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF34,634$167.1 萬0.2%−195−0.6%減碼–
iShares Tr46438G455LARG CAP MAR ETF61,748$158.6 萬0.2%+61,748新進–
GLDSPDR Gold TrustETF5,102$155.5 萬0.2%00.0%不變歷史
IBMInternational Business Machines CorpStock5,104$150.5 萬0.2%00.0%不變歷史
PGProcter & Gamble CoStock8,756$139.5 萬0.2%+327+3.9%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF48,880$119.5 萬0.2%+259+0.5%加碼–
IDAIdacorp IncCOM9,881$114.1 萬0.2%00.0%不變歷史
EXEExpand Energy CorpCOM9,433$110.3 萬0.2%00.0%不變歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A56,113$108.0 萬0.2%+56,113新進歷史
SHELShell plcADR14,822$104.4 萬0.1%−723−4.7%減碼歷史
iShares Tr46438G471LARG CAP DEC ETF37,807$97.5 萬0.1%00.0%不變–
ANAutonation, Inc.COM4,761$94.6 萬0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF9,908$90.1 萬0.1%−151−1.5%減碼–
BKNGBooking Holdings Inc.Stock155$89.8 萬0.1%00.0%不變歷史
iShares Tr46438G588LARG CAP SEP ETF34,392$89.6 萬0.1%00.0%不變–
BXBlackstone Inc.COM5,685$85.0 萬0.1%−7−0.1%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF34,599$82.5 萬0.1%+8,721+33.7%加碼–
RTXRTX CorpStock5,631$82.2 萬0.1%−11−0.2%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$81.1 萬0.1%00.0%不變–
WMTWalmart Inc.Stock7,980$78.0 萬0.1%+115+1.5%加碼歷史
MRKMerck & Co., Inc.Stock9,790$77.5 萬0.1%−231−2.3%減碼歷史
AMPAmeriprise Financial IncCOM1,376$73.4 萬0.1%−2−0.1%減碼歷史
MCDMcDonalds CorpStock2,455$71.7 萬0.1%−136−5.2%減碼歷史
iShares Tr464288281JPMORGAN USD EMG7,645$70.8 萬0.1%−4,999−39.5%減碼–
Vanguard Morningstar Value ETF922908744ETF3,913$69.2 萬0.1%+2,949+305.9%加碼–
Vanguard Morningstar Growth ETF922908736ETF1,511$66.2 萬0.1%+1,095+263.2%加碼–
DUKDuke Energy CORPStock5,200$61.4 萬0.1%+56+1.1%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF6,150$61.0 萬0.1%+1,527+33.0%加碼–
GISGeneral Mills IncStock11,731$60.8 萬0.1%+31+0.3%加碼歷史
Schwab Strategic Tr8085247221000 INDEX ETF20,153$60.1 萬0.1%+22+0.1%加碼–
iShares S&P 500 Growth ETF464287309ETF5,414$59.6 萬0.1%+2,003+58.7%加碼–
INTUIntuit Inc.Stock754$59.4 萬0.1%+6+0.8%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF5,535$58.9 萬0.1%00.0%不變–
INTCIntel CorpStock25,503$57.1 萬0.1%−13−0.1%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock10,192$56.5 萬0.1%00.0%不變依 4 比 1 拆股換算歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,028$55.4 萬0.1%+1,440+90.7%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,793$51.1 萬0.1%+96+2.6%加碼–
ENSGEnsign Group, IncCOM3,288$50.7 萬0.1%−17,138−83.9%減碼歷史
MMM3M CoStock3,244$49.4 萬0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE7,249$48.9 萬0.1%00.0%不變–
TXNTexas Instruments IncStock2,338$48.5 萬0.1%+6+0.3%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV3,554$48.2 萬0.1%−25−0.7%減碼–
iShares Tr464287622RUS 1000 ETF1,415$48.0 萬0.1%+549+63.4%加碼–
Schwab International Equity ETF808524805ETF21,249$47.0 萬0.1%+5,513+35.0%加碼–
JNJJohnson & JohnsonStock3,074$47.0 萬0.1%+38+1.3%加碼歷史
ABBVAbbVie Inc.Stock2,459$45.6 萬0.1%+15+0.6%加碼歷史
WECWec Energy Group, Inc.Stock4,304$44.9 萬0.1%+40+0.9%加碼歷史
iShares Tr464287150CORE S&P TTL STK3,320$44.8 萬0.1%00.0%不變–
HGHamilton Insurance Group, Ltd.CL B20,239$43.8 萬0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock2,125$43.5 萬0.1%+176+9.0%加碼歷史

2025 年第 1 季之後清倉(95 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Crewe Advisors LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
iShares Core S&P 500 ETF464287200ETF185,268$1.04 億14.6%–
Vanguard World FD921910840MEGA CAP VAL ETF4,265$55.0 萬0.1%–
PNTGPennant Group, Inc.COM16,750$42.1 萬0.1%歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 507,924$36.5 萬0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF2,536$13.1 萬<0.1%–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 6002,474$10.1 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF1,510$7.78 萬<0.1%–
PERFPerfect Corp.CL A ORD SHS28,963$5.42 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM1,321$5.03 萬<0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX547$4.41 萬<0.1%–
CELHCelsius Holdings, Inc.COM NEW1,100$3.92 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE374$3.72 萬<0.1%–
HUBSHubSpot IncCOM53$3.03 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM404$2.79 萬<0.1%歷史
BIDUBaidu, Inc.ADR290$2.67 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock370$2.39 萬<0.1%歷史
GPREGreen Plains Inc.COM4,500$2.18 萬<0.1%歷史
Janus Detroit STR Tr47103U753B-BBB CLO ETF422$2.05 萬<0.1%–
NUNu Holdings Ltd.ORD SHS CL A1,900$1.95 萬<0.1%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR425$1.80 萬<0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS150$1.78 萬<0.1%歷史
PINSPinterest, Inc.CL A550$1.71 萬<0.1%歷史
MYGNMyriad Genetics IncCOM1,000$8,870<0.1%歷史
GPNGlobal Payments IncStock90$8,813<0.1%歷史
DLTRDollar Tree, Inc.COM102$7,658<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock40$6,900<0.1%歷史
CFGCitizens Financial Group IncCOM160$6,556<0.1%歷史
Spinnaker ETF Series84858T772SELE STO EUR ETF161$5,399<0.1%–
State Street SPDR S&P Semiconductor ETF78464A862ETF26$5,221<0.1%–
LHLabcorp Holdings Inc.Stock20$4,655<0.1%歷史
DFSDiscover Financial ServicesCOM25$4,268<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES68$3,477<0.1%–
iShares Tr46435G102CONV BD ETF41$3,429<0.1%–
Bondbloxx ETF Trust09789C887CCC RT USD HI YL89$3,368<0.1%–
iShares Inc46434G830MSCI ITALY ETF79$3,344<0.1%–
CDWCDW CorpCOM20$3,206<0.1%歷史
CAHCardinal Health IncStock21$2,894<0.1%歷史
FWONKLiberty Media CorpCOM LBTY ONE S C32$2,881<0.1%歷史
TREXTrex Co IncCOM48$2,789<0.1%歷史
Kraneshares Tr500767736QUADRTC INT RT123$2,298<0.1%–
BAXBaxter International IncStock67$2,294<0.1%歷史
ABGAsbury Automotive Group IncCOM10$2,209<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A27$2,173<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS44$2,132<0.1%歷史
LFVNLifevantage CorpCOM NEW143$2,085<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A1$1,855<0.1%歷史
PHParker-Hannifin CorpStock3$1,824<0.1%歷史
EXPDExpeditors International of Washington IncCOM14$1,684<0.1%歷史
BF.BBrown Forman CorpStock48$1,630<0.1%歷史
HEIHeico CorpCOM6$1,604<0.1%歷史
MCMoelis & CoCL A26$1,518<0.1%歷史
DVNDevon Energy CorpStock39$1,459<0.1%歷史
MTGMgic Investment CorpCOM58$1,438<0.1%歷史
GMSGMS Inc.COM19$1,391<0.1%歷史
IBPInstalled Building Products, Inc.COM8$1,372<0.1%歷史
DELLDell Technologies Inc.Stock15$1,368<0.1%歷史
TBRGTruBridge, Inc.COM48$1,321<0.1%歷史
HPQHP IncStock47$1,302<0.1%歷史
ARMArm Holdings PLCADR12$1,282<0.1%歷史
ATKRAtkore Inc.COM21$1,260<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS18$1,172<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM9$1,127<0.1%歷史
HASHasbro, Inc.COM18$1,107<0.1%歷史
GBCIGlacier Bancorp, Inc.COM24$1,062<0.1%歷史
EXCExelon CorpStock22$1,014<0.1%歷史
CNHCNH Industrial N.V.SHS80$983<0.1%歷史
LDOSLeidos Holdings, Inc.COM7$945<0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW31$788<0.1%歷史
ROKRockwell Automation, IncStock3$776<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM9$699<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM1$635<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock3$628<0.1%歷史
CCKCrown Holdings, Inc.COM6$536<0.1%歷史
WYWeyerhaeuser CoCOM NEW18$528<0.1%歷史
KDPKeurig Dr Pepper Inc.COM14$480<0.1%歷史
BDXBecton Dickinson & CoStock2$459<0.1%歷史
LEALear CorpCOM NEW5$442<0.1%歷史
TELTE Connectivity plcStock3$424<0.1%歷史
TECKTeck Resources LtdCL B11$401<0.1%歷史
FITBFifth Third BancorpCOM10$392<0.1%歷史
STZConstellation Brands, Inc.Stock2$368<0.1%歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2$321<0.1%歷史
iShares MSCI India ETF46429B598ETF6$309<0.1%–
EWEdwards Lifesciences CorpStock4$290<0.1%歷史
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY6$266<0.1%–
CRWVCoreWeave, Inc.Stock7$260<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock2$250<0.1%歷史
BBYBest Buy Co IncStock3$221<0.1%歷史
JWNNordstrom IncStock8$196<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A4$181<0.1%歷史
WBXWallbox N.V.SHS500$164<0.1%歷史
WCCWesco International IncCOM1$156<0.1%歷史
MKSIMKS IncCOM1$81<0.1%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW25$72<0.1%歷史
FTREFortrea Holdings Inc.COMMON STOCK9$68<0.1%歷史