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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/13 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
964
較 2025 年第 2 季 +217
總值
$10.5 億
較 2025 年第 2 季 +$3.41 億 (+48.2%)
申報日
2025/11/13
SEC
Crewe Advisors LLC 在 2025 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
iShares Core S&P 500 ETF464287200ETF196,850$1.32 億12.6%+196,850新進–
SPYSPDR S&P 500 ETF TrustETF101,813$6,783 萬6.5%+5,673+5.9%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF901,549$5,884 萬5.6%+23,614+2.7%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD939,484$4,681 萬4.5%+363,497+63.1%加碼–
iShares Core MSCI Eafe ETF46432F842ETF527,740$4,608 萬4.4%+17,341+3.4%加碼–
Vanguard Total Bond Market ETF921937835ETF576,530$4,288 萬4.1%+39,344+7.3%加碼–
BRK.ABerkshire Hathaway IncCL A56$4,224 萬4.0%+4+7.7%加碼歷史
Vanguard World FD921910733ESG US STK ETF322,429$3,819 萬3.6%−551−0.2%減碼–
DBX ETF Tr233051200XTRACK MSCI EAFE737,695$3,424 萬3.3%+9,858+1.4%加碼–
MSFTMicrosoft CorpStock60,202$3,118 萬3.0%+60,202新進歷史
MDYSPDR S&P Midcap 400 ETF TrustETF50,119$2,987 萬2.9%−316−0.6%減碼歷史
AAPLApple Inc.Stock105,986$2,699 萬2.6%−377−0.4%減碼歷史
iShares Tr464288414NATIONAL MUN ETF209,284$2,229 萬2.1%+495+0.2%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$2,174 萬2.1%00.0%不變–
TSLATesla, Inc.Stock41,864$1,862 萬1.8%−2,419−5.5%減碼歷史
CVXChevron CorpStock119,618$1,858 萬1.8%+119,618新進歷史
iShares Russell 2000 ETF464287655ETF72,492$1,754 萬1.7%−642−0.9%減碼–
iShares Core S&P Small Cap ETF464287804ETF141,940$1,687 萬1.6%+5,244+3.8%加碼–
PACSPACS Group, Inc.COM SHS1,112,068$1,527 萬1.5%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF20,379$1,522 萬1.5%+10.0%加碼–
GOOGAlphabet Inc.Stock53,933$1,314 萬1.3%+53,933新進歷史
BRK.BBerkshire Hathaway IncStock25,708$1,292 萬1.2%+12,210+90.5%加碼歷史
Invesco QQQ Trust Series I46090E103ETF20,048$1,204 萬1.1%+355+1.8%加碼–
Vanguard World FD921910725ESG INTL STK ETF147,533$1,023 萬1.0%−901−0.6%減碼–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF138,048$897.3 萬0.9%+5,309+4.0%加碼–
iShares MSCI Eafe ETF464287465ETF85,035$794.0 萬0.8%+5,956+7.5%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF91,413$768.9 萬0.7%+4,024+4.6%加碼–
Vanguard S&P 500 ETF922908363ETF12,224$748.6 萬0.7%−1,983−14.0%減碼–
GOOGLAlphabet Inc.Stock29,077$706.9 萬0.7%+29,077新進歷史
NVDANVIDIA CorpStock35,144$655.7 萬0.6%+4,052+13.0%加碼歷史
AMDAdvanced Micro Devices IncStock39,198$634.2 萬0.6%+954+2.5%加碼歷史
AMZNAmazon Com IncStock27,184$596.9 萬0.6%+259+1.0%加碼歷史
VVisa Inc.Stock17,054$582.2 萬0.6%+17,054新進歷史
NFLXNetflix IncStock4,273$512.3 萬0.5%+4,273新進歷史
Vanguard Real Estate ETF922908553ETF55,951$511.5 萬0.5%−404−0.7%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF90,865$492.3 萬0.5%−8,525−8.6%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF14,418$473.2 萬0.5%+1,362+10.4%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF91,098$462.1 萬0.4%+8,510+10.3%加碼–
METAMeta Platforms, Inc.Stock5,862$430.5 萬0.4%+144+2.5%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF65,189$429.7 萬0.4%−1,911−2.8%減碼–
EQTEQT CorpStock75,120$408.9 萬0.4%−20.0%減碼歷史
JPMJPMorgan Chase & CoStock12,517$394.8 萬0.4%+12,517新進歷史
iShares Russell 1000 Growth ETF464287614ETF6,988$327.3 萬0.3%+429+6.5%加碼–
AVGOBroadcom Inc.Stock8,653$285.5 萬0.3%+8,653新進歷史
XOMExxonMobil Holdings CorpCOM24,279$273.7 萬0.3%+688+2.9%加碼歷史
ANETArista Networks, Inc.Stock18,318$266.9 萬0.3%+18,318新進歷史
Schwab US Dividend Equity ETF808524797ETF95,177$259.8 萬0.2%−394−0.4%減碼–
MCOMoodys CorpStock5,420$258.3 萬0.2%−602−10.0%減碼歷史
iShares Tr464288273EAFE SML CP ETF33,289$255.4 萬0.2%+129+0.4%加碼–
iShares Tr464288158SHRT NAT MUN ETF23,627$252.3 萬0.2%+18,092+326.9%加碼–
Sandstorm Gold Ltd Com New80013R206Stock199,746$250.1 萬0.2%00.0%不變–
Vanguard Dividend Appreciation ETF921908844ETF10,356$223.5 萬0.2%+10,356新進–
iShares Tr464288687PFD AND INCM SEC70,109$221.7 萬0.2%+3,614+5.4%加碼–
MAMastercard IncStock3,880$220.7 萬0.2%+3,880新進歷史
TJXTJX Companies IncStock15,073$217.9 萬0.2%−153−1.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF7,202$203.0 萬0.2%+304+4.4%加碼–
iShares Tr464287234MSCI EMG MKT ETF35,863$191.5 萬0.2%+1,229+3.5%加碼–
AXPAmerican Express CoStock5,634$187.1 萬0.2%+170+3.1%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF27,134$184.7 萬0.2%+576+2.2%加碼–
GLDSPDR Gold TrustETF5,121$182.0 萬0.2%+19+0.4%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF30,036$180.0 萬0.2%00.0%不變–
RWAYRunway Growth Finance Corp.COM172,002$174.8 萬0.2%00.0%不變歷史
ORCLOracle CorpStock6,138$172.6 萬0.2%+6,138新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM28,892$165.0 萬0.2%−6,897−19.3%減碼–
COSTCostco Wholesale CorpStock1,775$164.3 萬0.2%+61+3.6%加碼歷史
iShares Tr46438G455LARG CAP MAR ETF61,748$161.3 萬0.2%00.0%不變–
Vanguard Morningstar Mid-Cap ETF922908629ETF5,437$159.7 萬0.2%−1,777−24.6%減碼–
HDHome Depot, Inc.Stock3,773$152.9 萬0.1%+3,773新進歷史
IBMInternational Business Machines CorpStock5,139$145.0 萬0.1%+35+0.7%加碼歷史
IDAIdacorp IncCOM10,374$137.1 萬0.1%+493+5.0%加碼歷史
PGProcter & Gamble CoStock8,635$132.7 萬0.1%−121−1.4%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF49,372$130.0 萬0.1%+492+1.0%加碼–
SHOPShopify Inc.Stock8,606$127.9 萬0.1%+8,606新進歷史
BXBlackstone Inc.COM6,599$112.8 萬0.1%+914+16.1%加碼歷史
SHELShell plcADR14,843$106.2 萬0.1%+21+0.1%加碼歷史
APHAmphenol CorpCL A8,445$104.5 萬0.1%+8,445新進歷史
ANAutonation, Inc.COM4,761$104.2 萬0.1%00.0%不變歷史
iShares Tr46438G612LARG CAP JUN ETF36,295$101.8 萬0.1%+36,295新進–
BACBank of America CorpStock19,508$100.6 萬0.1%+19,508新進歷史
EXEExpand Energy CorpCOM9,433$100.2 萬0.1%00.0%不變歷史
iShares Tr46438G471LARG CAP DEC ETF37,807$99.9 萬0.1%00.0%不變–
RTXRTX CorpStock5,607$93.8 萬0.1%−24−0.4%減碼歷史
iShares Tr46438G588LARG CAP SEP ETF34,392$92.1 萬0.1%00.0%不變–
WMTWalmart Inc.Stock8,720$89.9 萬0.1%+740+9.3%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF34,743$89.3 萬0.1%+144+0.4%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$88.1 萬0.1%00.0%不變–
MLMMartin Marietta Materials IncCOM1,361$85.8 萬0.1%+1,361新進歷史
GEGeneral Electric CoStock2,762$83.1 萬0.1%+2,762新進歷史
BKNGBooking Holdings Inc.Stock153$82.7 萬0.1%−2−1.3%減碼歷史
MRKMerck & Co., Inc.Stock9,627$80.8 萬0.1%−163−1.7%減碼歷史
SHWSherwin Williams CoCOM2,293$79.4 萬0.1%+2,293新進歷史
LLYEli Lilly & CoStock1,022$78.0 萬0.1%+1,022新進歷史
Vanguard Morningstar Growth ETF922908736ETF1,614$77.4 萬0.1%+103+6.8%加碼–
iShares Tr464288281JPMORGAN USD EMG7,998$76.1 萬0.1%+353+4.6%加碼–
CATCaterpillar IncStock1,595$76.1 萬0.1%+1,595新進歷史
ADBEAdobe Inc.Stock2,065$72.8 萬0.1%+2,065新進歷史
IBKRInteractive Brokers Group, Inc.Stock10,192$70.1 萬0.1%00.0%不變歷史
AMPAmeriprise Financial IncCOM1,409$69.2 萬0.1%+33+2.4%加碼歷史
MCDMcDonalds CorpStock2,249$68.3 萬0.1%−206−8.4%減碼歷史
BABoeing CoStock3,148$67.9 萬0.1%+3,148新進歷史

2025 年第 2 季之後清倉(108 檔)

2025 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 108 檔。

Crewe Advisors LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
BXMTBlackstone Mortgage Trust, Inc.COM CL A56,113$108.0 萬0.2%歷史
KTKT CorpSPONSORED ADR7,000$14.5 萬<0.1%歷史
SPDR Series Trust78464A805ST STR PR SP1500469$3.51 萬<0.1%–
iShares Tr464287374NORTH AMERN NAT618$2.73 萬<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,092$2.69 萬<0.1%–
TFCTruist Financial CorpCOM360$1.55 萬<0.1%歷史
NWNNorthwest Natural Holding CoCOM376$1.49 萬<0.1%歷史
PIMCO ETF Tr72201R874SHTRM MUN BD ACT234$1.17 萬<0.1%–
NLYAnnaly Capital Management IncREIT595$1.12 萬<0.1%歷史
Putnam ETF Trust746729300FOCUSED LAR CAP259$1.04 萬<0.1%–
iShares Tr464287556ISHARES BIOTECH82$1.04 萬<0.1%–
TPRTapestry, Inc.COM115$1.01 萬<0.1%歷史
KKellanovaStock106$8,431<0.1%歷史
HELPCybin Inc.COM NEW956$8,021<0.1%歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF288$7,373<0.1%–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR137$6,060<0.1%–
STXSeagate Technology Holdings plcORD SHS40$5,774<0.1%歷史
Global X FDS37950E259GB MSCI AR ETF63$5,338<0.1%–
NGGNational Grid PLCSPONSORED ADR NE54$4,019<0.1%歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT74$3,801<0.1%–
TGTTarget CorpStock32$3,157<0.1%歷史
XELXcel Energy IncStock45$3,065<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR61$2,888<0.1%歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF99$2,478<0.1%–
HBANHuntington Bancshares IncCOM137$2,297<0.1%歷史
TRPTC Energy CorpCOM47$2,294<0.1%歷史
ECLEcolab Inc.Stock8$2,156<0.1%歷史
VLTOVeralto CorpStock21$2,120<0.1%歷史
Paramount Global92556H206CL B130$1,672<0.1%–
KVUEKenvue Inc.Stock76$1,591<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM19$1,380<0.1%歷史
Neos ETF Trust78433H303NEOS S&P 500 HI25$1,258<0.1%–
LYBLyondellBasell Industries N.V.SHS - A -18$1,042<0.1%歷史
AMCRAmcor plcORD110$1,011<0.1%歷史
ADPAutomatic Data Processing IncStock3$926<0.1%歷史
HCAHCA Healthcare, Inc.COM2$767<0.1%歷史
HOODRobinhood Markets, Inc.Stock7$656<0.1%歷史
SNASnap-on IncCOM2$623<0.1%歷史
NBISNebius Group N.V.Stock11$609<0.1%歷史
LYVLive Nation Entertainment, Inc.COM4$606<0.1%歷史
PAYXPaychex IncStock4$582<0.1%歷史
WCNWaste Connections, Inc.COM3$561<0.1%歷史
RMDResmed IncCOM2$516<0.1%歷史
KEYSKeysight Technologies, Inc.Stock3$492<0.1%歷史
IVZInvesco Ltd.Stock31$489<0.1%歷史
ADIAnalog Devices IncStock2$477<0.1%歷史
WELLWelltower Inc.REIT3$462<0.1%歷史
DXCMDexcom IncCOM5$437<0.1%歷史
MWAMueller Water Products, Inc.COM SER A18$433<0.1%歷史
COFCapital One Financial CorpStock2$426<0.1%歷史
VICIVici Properties Inc.COM13$424<0.1%歷史
JCIJohnson Controls International plcStock4$423<0.1%歷史
PHMPultegroup IncCOM4$422<0.1%歷史
HHyatt Hotels CorpCOM CL A3$419<0.1%歷史
GRMNGarmin LtdSHS2$418<0.1%歷史
HESHess CorpStock3$416<0.1%歷史
EPRTEssential Properties Realty Trust, Inc.COM13$415<0.1%歷史
KLGWK Kellogg CoCOM26$415<0.1%歷史
HIMSHims & Hers Health, Inc.Stock8$399<0.1%歷史
GGenpact LTDSHS9$397<0.1%歷史
MASMasco CorpCOM6$387<0.1%歷史
CTRACoterra Energy Inc.Stock15$381<0.1%歷史
PKGPackaging Corp of AmericaStock2$377<0.1%歷史
EMNEastman Chemical CoStock5$374<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM8$374<0.1%歷史
FULTFulton Financial CorpCOM20$361<0.1%歷史
DGXQuest Diagnostics IncCOM2$360<0.1%歷史
REGRegency Centers CorpCOM5$357<0.1%歷史
THOThor Industries IncCOM4$356<0.1%歷史
TRGPTarga Resources Corp.COM2$349<0.1%歷史
VMRKVivmark ResidentialSH BEN INT5$338<0.1%歷史
PPLIPeople IncCOM NEW9$337<0.1%歷史
BWABorgwarner IncCOM10$335<0.1%歷史
ONOn Semiconductor CorpStock6$333<0.1%歷史
LENLennar CorpCL A3$332<0.1%歷史
EIGEmployers Holdings, Inc.COM7$331<0.1%歷史
RPMRPM International IncCOM3$330<0.1%歷史
SLGNSilgan Holdings IncCOM6$326<0.1%歷史
TXTTextron IncCOM4$322<0.1%歷史
INVAInnoviva, Inc.COM16$322<0.1%歷史
DOCUDocuSign, Inc.Stock4$312<0.1%歷史
LADRLadder Capital CorpCL A29$312<0.1%歷史
WPCW. P. Carey Inc.COM5$312<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM20$308<0.1%歷史
AYIAcuity Inc. (DE)Stock1$299<0.1%歷史
EBAYeBay IncCOM4$298<0.1%歷史
SLMSLM CorpCOM9$296<0.1%歷史
INSWInternational Seaways, Inc.COM8$292<0.1%歷史
SNDRSchneider National, Inc.CL B12$290<0.1%歷史
ZZillow Group, Inc.CL C CAP STK4$281<0.1%歷史
BCBrunswick CorpCOM5$277<0.1%歷史
SWKStanley Black & Decker, Inc.COM4$271<0.1%歷史
EMREmerson Electric CoStock2$267<0.1%歷史
OVVOvintiv Inc.COM7$267<0.1%歷史
HOLXHologic IncCOM4$261<0.1%歷史
GGGGraco IncCOM3$258<0.1%歷史
LPXLouisiana-Pacific CorpCOM3$258<0.1%歷史
NBIXNeurocrine Biosciences IncStock2$252<0.1%歷史
ASHAshland Inc.COM5$252<0.1%歷史
EOGEOG Resources IncStock2$240<0.1%歷史