Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 1,099
- 較 2025 年第 3 季 +135
- 總值
- $11.3 億
- 較 2025 年第 3 季 +$8,103 萬 (+7.7%)
| 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 | 200,342 | $1.37 億 | 12.2% | +3,492+1.8% | 加碼 | – |
| PACSPACS Group, Inc. | COM SHS | 2,147,815 | $8,245 萬 | 7.3% | +1,035,747+93.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 100,755 | $6,871 萬 | 6.1% | −1,058−1.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 930,710 | $6,143 萬 | 5.4% | +29,161+3.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 551,109 | $4,930 萬 | 4.4% | +23,369+4.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 604,549 | $4,478 萬 | 4.0% | +28,019+4.9% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 56 | $4,227 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 322,408 | $3,900 萬 | 3.5% | −210.0% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 760,896 | $3,773 萬 | 3.3% | −178,588−19.0% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 754,413 | $3,629 萬 | 3.2% | +16,718+2.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 50,125 | $3,024 萬 | 2.7% | +60.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,553 | $2,880 萬 | 2.6% | −649−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 102,757 | $2,794 萬 | 2.5% | −3,229−3.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 215,722 | $2,311 萬 | 2.0% | +6,438+3.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 85,513 | $2,206 萬 | 2.0% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 147,896 | $1,777 萬 | 1.6% | +5,956+4.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 39,308 | $1,768 萬 | 1.6% | −2,556−6.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 71,464 | $1,759 萬 | 1.6% | −1,028−1.4% | 減碼 | – |
| CVXChevron Corp | Stock | 114,341 | $1,743 萬 | 1.5% | −5,277−4.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 53,165 | $1,668 萬 | 1.5% | −768−1.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 20,552 | $1,549 萬 | 1.4% | +173+0.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,385 | $1,276 萬 | 1.1% | −323−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,394 | $1,191 萬 | 1.1% | −654−3.3% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 151,244 | $1,005 萬 | 0.9% | +13,196+9.6% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 140,223 | $1,004 萬 | 0.9% | −7,310−5.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 28,015 | $876.9 萬 | 0.8% | −1,062−3.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 39,103 | $837.4 萬 | 0.7% | −95−0.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 85,022 | $816.5 萬 | 0.7% | −130.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 92,980 | $778.7 萬 | 0.7% | +1,567+1.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,582 | $726.3 萬 | 0.6% | −642−5.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 35,302 | $658.4 萬 | 0.6% | +158+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,143 | $601.2 萬 | 0.5% | +89+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,897 | $597.8 萬 | 0.5% | −1,287−4.7% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 60,147 | $532.2 萬 | 0.5% | +4,196+7.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,472 | $513.3 萬 | 0.5% | +4,607+5.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,415 | $483.3 萬 | 0.4% | −30.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 68,052 | $457.4 萬 | 0.4% | +2,863+4.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,603 | $406.1 萬 | 0.4% | +86+0.7% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 75,122 | $402.7 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 42,899 | $402.2 萬 | 0.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,888 | $388.7 萬 | 0.3% | +26+0.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 68,160 | $344.8 萬 | 0.3% | −22,938−25.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,823 | $322.9 萬 | 0.3% | −165−2.4% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 37,072 | $287.4 萬 | 0.3% | +3,783+11.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 23,110 | $278.1 萬 | 0.2% | −1,169−4.8% | 減碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 12,484 | $277.5 萬 | 0.2% | +12,484 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 97,242 | $266.7 萬 | 0.2% | +2,065+2.2% | 加碼 | – |
| MCOMoodys Corp | Stock | 5,108 | $260.9 萬 | 0.2% | −312−5.8% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,393 | $249.6 萬 | 0.2% | −234−1.0% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 18,336 | $240.3 萬 | 0.2% | +18+0.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,246 | $225.2 萬 | 0.2% | −110−1.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,429 | $222.5 萬 | 0.2% | −2,224−25.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 38,406 | $219.8 萬 | 0.2% | +9,514+32.9% | 加碼 | – |
| AXPAmerican Express Co | Stock | 5,632 | $208.4 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,397 | $205.8 萬 | 0.2% | −1,676−11.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,121 | $203.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 64,870 | $200.8 萬 | 0.2% | −5,239−7.5% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,797 | $198.6 萬 | 0.2% | −607−4.2% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 35,883 | $196.3 萬 | 0.2% | +20+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 3,394 | $193.7 萬 | 0.2% | −486−12.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,847 | $192.7 萬 | 0.2% | +811+2.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 27,368 | $190.0 萬 | 0.2% | +234+0.9% | 加碼 | – |
| iShares Tr46438G455 | LARG CAP MAR ETF | 61,748 | $162.0 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,784 | $153.8 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| RWAYRunway Growth Finance Corp. | COM | 172,002 | $153.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,838 | $140.4 萬 | 0.1% | −599−11.0% | 減碼 | – |
| SHOPShopify Inc. | Stock | 8,651 | $139.3 萬 | 0.1% | +45+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,666 | $138.2 萬 | 0.1% | −473−9.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,909 | $134.5 萬 | 0.1% | +5,630+106.6% | 加碼 | – |
| IDAIdacorp Inc | COM | 10,374 | $131.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,791 | $130.5 萬 | 0.1% | +18+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,422 | $125.2 萬 | 0.1% | +284+4.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45,411 | $122.2 萬 | 0.1% | −3,961−8.0% | 減碼 | – |
| APHAmphenol Corp | CL A | 8,482 | $114.6 萬 | 0.1% | +37+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,985 | $114.4 萬 | 0.1% | −650−7.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,657 | $108.1 萬 | 0.1% | +149+0.8% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 9,433 | $104.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 14,146 | $103.9 萬 | 0.1% | −697−4.7% | 減碼 | 歷史 |
| iShares Tr46438G588 | LARG CAP SEP ETF | 38,118 | $102.7 萬 | 0.1% | +3,726+10.8% | 加碼 | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 36,295 | $102.3 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 5,568 | $102.1 萬 | 0.1% | −39−0.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,624 | $102.1 萬 | 0.1% | +25+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,684 | $101.9 萬 | 0.1% | +57+0.6% | 加碼 | 歷史 |
| iShares Tr46438G471 | LARG CAP DEC ETF | 37,807 | $100.8 萬 | 0.1% | 00.0% | 不變 | – |
| GSATGlobalstar, Inc. | COM NEW | 16,256 | $99.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 4,761 | $98.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 8,725 | $97.2 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,610 | $92.2 萬 | 0.1% | +15+0.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 848 | $91.1 萬 | 0.1% | −174−17.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $88.0 萬 | 0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 2,782 | $85.7 萬 | 0.1% | +20+0.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 153 | $82.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,648 | $80.4 萬 | 0.1% | +34+2.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 29,967 | $78.6 萬 | 0.1% | −4,776−13.7% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,959 | $76.6 萬 | 0.1% | −39−0.5% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 1,226 | $76.3 萬 | 0.1% | −135−9.9% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 2,285 | $74.0 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,409 | $69.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,177 | $69.0 萬 | 0.1% | +29+0.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,833 | $68.5 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（41 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $250.1 萬 | 0.2% | – |
| PDYNPalladyne AI Corp. | COM NEW | 37,744 | $32.4 萬 | <0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 8,322 | $21.9 萬 | <0.1% | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 9,943 | $10.1 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 3,827 | $9.55 萬 | <0.1% | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 1,800 | $8.29 萬 | <0.1% | – |
| Vanguard Utilities ETF92204A876 | ETF | 433 | $8.20 萬 | <0.1% | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 1,061 | $5.37 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 361 | $3.79 萬 | <0.1% | – |
| FFIVF5, Inc. | Stock | 107 | $3.46 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 515 | $3.27 萬 | <0.1% | – |
| SSentinelOne, Inc. | CL A | 1,465 | $2.58 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 1,055 | $2.42 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 296 | $2.13 萬 | <0.1% | – |
| SLBSLB Limited | Stock | 584 | $2.01 萬 | <0.1% | 歷史 |
| MRCCMonroe Capital Corp | COM | 2,800 | $1.97 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 133 | $1.89 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 238 | $1.81 萬 | <0.1% | – |
| LBRDKLiberty Broadband Corp | COM SER C | 277 | $1.76 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 80 | $1.61 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 100 | $1.51 萬 | <0.1% | – |
| OWLBlue Owl Capital Inc. | COM CL A | 703 | $1.19 萬 | <0.1% | 歷史 |
| CHRDChord Energy Corp | COM NEW | 118 | $1.17 萬 | <0.1% | 歷史 |
| PEOAdams Natural Resources Fund, Inc. | COM | 500 | $1.08 萬 | <0.1% | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM NEW | 3,100 | $7,378 | <0.1% | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 534 | $7,033 | <0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 67 | $6,697 | <0.1% | – |
| INFAInformatica Inc. | COM CL A | 201 | $4,993 | <0.1% | 歷史 |
| WENWendy's Co | Stock | 440 | $4,031 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 51 | $3,024 | <0.1% | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 155 | $2,380 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 53 | $2,233 | <0.1% | – |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 19 | $2,061 | <0.1% | 歷史 |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 55 | $2,050 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 10 | $1,774 | <0.1% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 42 | $1,765 | <0.1% | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 16 | $1,597 | <0.1% | 歷史 |
| NMRKNewmark Group, Inc. | CL A | 50 | $933 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 5 | $548 | <0.1% | 歷史 |
| RHRH | COM | 2 | $407 | <0.1% | 歷史 |
| CNTNCanton Strategic Holdings, Inc. | COM | 30 | $86 | <0.1% | 歷史 |