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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/7 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
1,038
較 2025 年第 4 季 −61
總值
$11.7 億
較 2025 年第 4 季 +$4,286 萬 (+3.8%)
申報日
2026/5/7
SEC
Crewe Advisors LLC 在 2026 年第 1 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 ETF464287200ETF216,422$1.41 億12.1%+16,080+8.0%加碼–
PACSPACS Group, Inc.COM SHS2,754,179$8,846 萬7.5%+606,364+28.2%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,013,534$6,844 萬5.8%+82,824+8.9%加碼–
SPYSPDR S&P 500 ETF TrustETF100,267$6,521 萬5.6%−488−0.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF613,832$5,557 萬4.7%+62,723+11.4%加碼–
Vanguard Total Bond Market ETF921937835ETF672,981$4,956 萬4.2%+68,432+11.3%加碼–
Vanguard World FD921910733ESG US STK ETF364,577$4,093 萬3.5%+42,169+13.1%加碼–
BRK.ABerkshire Hathaway IncCL A56$4,022 萬3.4%00.0%不變歷史
DBX ETF Tr233051200XTRACK MSCI EAFE763,453$3,771 萬3.2%+9,040+1.2%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD675,334$3,343 萬2.9%−85,562−11.2%減碼–
MSFTMicrosoft CorpStock83,595$3,094 萬2.6%+24,042+40.4%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF50,125$3,092 萬2.6%00.0%不變歷史
AAPLApple Inc.Stock105,084$2,667 萬2.3%+2,327+2.3%加碼歷史
iShares Tr464288414NATIONAL MUN ETF235,253$2,497 萬2.1%+19,531+9.1%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$2,240 萬1.9%00.0%不變–
iShares Core S&P Small Cap ETF464287804ETF173,848$2,161 萬1.8%+25,952+17.5%加碼–
CVXChevron CorpStock104,185$2,156 萬1.8%−10,156−8.9%減碼歷史
iShares Russell 2000 ETF464287655ETF71,080$1,763 萬1.5%−384−0.5%減碼–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF307,365$1,547 萬1.3%+307,365新進–
GOOGAlphabet Inc.Stock53,101$1,523 萬1.3%−64−0.1%減碼歷史
Vanguard Information Technology ETF92204A702ETF20,552$1,434 萬1.2%00.0%不變–
BRK.BBerkshire Hathaway IncStock25,601$1,227 萬1.0%+216+0.9%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF179,671$1,148 萬1.0%+28,427+18.8%加碼–
Invesco QQQ Trust Series I46090E103ETF19,047$1,099 萬0.9%−347−1.8%減碼–
Vanguard World FD921910725ESG INTL STK ETF132,896$953.3 萬0.8%−7,327−5.2%減碼–
iShares MSCI Eafe ETF464287465ETF84,977$825.4 萬0.7%−45−0.1%減碼–
AMDAdvanced Micro Devices IncStock39,362$800.7 萬0.7%+259+0.7%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF93,118$770.6 萬0.7%+138+0.1%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF103,225$720.0 萬0.6%+35,173+51.7%加碼–
Vanguard S&P 500 ETF922908363ETF11,754$702.4 萬0.6%+172+1.5%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF119,211$644.3 萬0.5%+23,739+24.9%加碼–
NVDANVIDIA CorpStock35,666$622.0 萬0.5%+364+1.0%加碼歷史
GOOGLAlphabet Inc.Stock20,729$596.1 萬0.5%−7,286−26.0%減碼歷史
AMZNAmazon Com IncStock28,228$587.9 萬0.5%+2,331+9.0%加碼歷史
VVisa Inc.Stock17,244$521.2 萬0.4%+101+0.6%加碼歷史
Vanguard Real Estate ETF922908553ETF58,720$520.8 萬0.4%−1,427−2.4%減碼–
TSLATesla, Inc.Stock13,573$504.6 萬0.4%−25,735−65.5%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF15,190$487.3 萬0.4%+775+5.4%加碼–
EQTEQT CorpStock75,134$478.2 萬0.4%+120.0%加碼歷史
XOMExxonMobil Holdings CorpCOM24,760$420.1 萬0.4%+1,650+7.1%加碼歷史
NFLXNetflix IncStock43,438$417.7 萬0.4%+539+1.3%加碼歷史
JPMJPMorgan Chase & CoStock12,730$374.5 萬0.3%+127+1.0%加碼歷史
EXEExpand Energy CorpCOM33,134$363.7 萬0.3%+23,701+251.3%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL69,695$351.1 萬0.3%+58,794+539.3%加碼–
METAMeta Platforms, Inc.Stock6,102$349.1 萬0.3%+214+3.6%加碼歷史
RGLDRoyal Gold IncStock12,484$317.7 萬0.3%00.0%不變歷史
Schwab US Dividend Equity ETF808524797ETF103,487$317.5 萬0.3%+6,245+6.4%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF62,249$315.0 萬0.3%−5,911−8.7%減碼–
iShares Tr464288273EAFE SML CP ETF38,059$298.4 萬0.3%+987+2.7%加碼–
iShares Russell 1000 Growth ETF464287614ETF6,673$284.5 萬0.2%−150−2.2%減碼–
ORCLOracle CorpStock18,244$268.4 萬0.2%+11,822+184.1%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF23,393$249.1 萬0.2%00.0%不變–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM42,625$241.6 萬0.2%+4,219+11.0%加碼–
Vanguard Dividend Appreciation ETF921908844ETF10,571$227.3 萬0.2%+325+3.2%加碼–
ANETArista Networks, Inc.Stock18,421$226.2 萬0.2%+85+0.5%加碼歷史
GLDSPDR Gold TrustETF5,244$225.6 萬0.2%+123+2.4%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF31,102$218.3 萬0.2%+3,734+13.6%加碼–
AVGOBroadcom Inc.Stock6,648$205.8 萬0.2%+219+3.4%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF35,868$203.7 萬0.2%−150.0%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF31,766$203.6 萬0.2%+919+3.0%加碼–
MCOMoodys CorpStock4,630$202.0 萬0.2%−478−9.4%減碼歷史
iShares Tr46438G471LARG CAP DEC ETF75,690$201.1 萬0.2%+37,883+100.2%加碼–
iShares Tr464288687PFD AND INCM SEC64,594$195.8 萬0.2%−276−0.4%減碼–
COSTCostco Wholesale CorpStock1,860$185.3 萬0.2%+76+4.3%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF13,737$182.6 萬0.2%−60−0.4%減碼–
MAMastercard IncStock3,440$171.9 萬0.1%+46+1.4%加碼歷史
AXPAmerican Express CoStock5,663$171.3 萬0.1%+31+0.6%加碼歷史
iShares Tr46438G455LARG CAP MAR ETF61,748$164.1 萬0.1%00.0%不變–
IDAIdacorp IncCOM10,374$148.3 萬0.1%00.0%不變歷史
iShares S&P 500 Growth ETF464287309ETF13,029$147.4 萬0.1%+2,120+19.4%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,965$142.6 萬0.1%+127+2.6%加碼–
SHELShell plcADR14,125$131.4 萬0.1%−21−0.1%減碼歷史
TJXTJX Companies IncStock8,121$129.7 萬0.1%−5,276−39.4%減碼歷史
MRKMerck & Co., Inc.Stock9,825$118.2 萬0.1%+141+1.5%加碼歷史
RWAYRunway Growth Finance Corp.COM172,002$118.2 萬0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF45,891$117.7 萬0.1%+480+1.1%加碼–
PGProcter & Gamble CoStock8,120$117.3 萬0.1%+135+1.7%加碼歷史
CATCaterpillar IncStock1,630$115.5 萬0.1%+20+1.2%加碼歷史
IBMInternational Business Machines CorpStock4,682$113.5 萬0.1%+16+0.3%加碼歷史
WMTWalmart Inc.Stock8,843$109.9 萬0.1%+118+1.4%加碼歷史
APHAmphenol CorpCL A8,632$109.1 萬0.1%+150+1.8%加碼歷史
GSATGlobalstar, Inc.COM NEW16,256$108.0 萬0.1%00.0%不變歷史
RTXRTX CorpStock5,450$105.1 萬0.1%−118−2.1%減碼歷史
iShares Tr46438G588LARG CAP SEP ETF38,118$102.2 萬0.1%00.0%不變–
iShares Tr46438G612LARG CAP JUN ETF36,295$102.2 萬0.1%00.0%不變–
SHOPShopify Inc.Stock8,606$102.1 萬0.1%−45−0.5%減碼歷史
BACBank of America CorpStock19,954$97.3 萬0.1%+297+1.5%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,014$96.2 萬0.1%+1,614+47.5%加碼–
AMATApplied Materials IncStock2,784$95.2 萬0.1%+125+4.7%加碼歷史
ANAutonation, Inc.COM4,761$93.0 萬0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,620$88.5 萬0.1%+2,015+333.1%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF4,207$86.6 萬0.1%00.0%不變–
GEGeneral Electric CoStock2,861$81.2 萬0.1%+79+2.8%加碼歷史
LLYEli Lilly & CoStock882$81.1 萬0.1%+34+4.0%加碼歷史
BXBlackstone Inc.COM6,919$79.6 萬0.1%+295+4.5%加碼歷史
iShares Tr464288281JPMORGAN USD EMG8,447$79.3 萬0.1%+488+6.1%加碼–
SUSuncor Energy IncStock11,905$78.7 萬0.1%00.0%不變歷史
Schwab U.S. Broad Market ETF808524102ETF29,033$72.9 萬0.1%−934−3.1%減碼–
INTCIntel CorpStock16,420$72.5 萬0.1%+71+0.4%加碼歷史
MLMMartin Marietta Materials IncCOM1,226$72.2 萬0.1%00.0%不變歷史

2025 年第 4 季之後清倉(134 檔)

2025 年第 4 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 134 檔。

Crewe Advisors LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
ASBPAspire-Lakewood Holdings, Inc.COM813,427$10.7 萬<0.1%歷史
First Tr Exchange-Traded FD336917109SHS1,330$5.90 萬<0.1%–
Vanguard BD Index FDS92203C303VANGUARD ULTRA991$4.94 萬<0.1%–
PAYCPaycom Software, Inc.Stock281$4.48 萬<0.1%歷史
AGROAdecoagro S.A.COM3,049$2.42 萬<0.1%歷史
RIORio Tinto PLCADR275$2.20 萬<0.1%歷史
SPDR Series Trust78464A664ST LON TREAS ETF786$2.08 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP440$1.89 萬<0.1%–
BMRNBiomarin Pharmaceutical IncCOM250$1.49 萬<0.1%歷史
iShares Tr464287739U.S. REAL ES ETF150$1.41 萬<0.1%–
TLYSTilly's, Inc.CL A6,000$1.19 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF115$1.05 萬<0.1%–
PRGOPERRIGO Co plcSHS738$1.03 萬<0.1%歷史
KNFKnife River CorpStock137$9,638<0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF311$9,393<0.1%–
CLSCelestica IncStock27$7,982<0.1%歷史
EONREON Resources Inc.COM CL A20,000$7,682<0.1%歷史
Vanguard S&P 500 Growth ETF921932505ETF16$7,114<0.1%–
PLGPlatinum Group Metals LtdCOM2,500$5,900<0.1%歷史
SMWBSimilarweb Ltd.SHS734$5,498<0.1%歷史
USOUnited States Oil Fund, LPUNITS75$5,187<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS138$5,043<0.1%歷史
METMetlife IncStock62$4,895<0.1%歷史
iShares Tr464289867CORE 60 BALA ETF73$4,746<0.1%–
NWGNatWest Group plcSPONS ADR267$4,673<0.1%歷史
SAPSAP SEADR19$4,616<0.1%歷史
ULUnilever PLCSPON ADR NEW60$3,924<0.1%歷史
EPAMEPAM Systems, Inc.COM19$3,893<0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR734$3,891<0.1%歷史
AONAon plcCL A11$3,882<0.1%歷史
CWCurtiss Wright CorpStock7$3,859<0.1%歷史
SESea LtdSPONSORD ADS29$3,700<0.1%歷史
TTEKTetra Tech IncCOM108$3,623<0.1%歷史
Cyberark Software LtdM2682V108SHS8$3,569<0.1%–
IBNIcici Bank LtdADR118$3,517<0.1%歷史
LUVSouthwest Airlines CoCOM85$3,514<0.1%歷史
ESABESAB CorpCOM30$3,352<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM155$3,336<0.1%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF152$3,192<0.1%–
TRUTransUnionCOM37$3,173<0.1%歷史
ILMNIllumina, Inc.COM24$3,148<0.1%歷史
AESAES CorpStock219$3,141<0.1%歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN20$3,133<0.1%–
MEDPMedpace Holdings, Inc.COM5$2,809<0.1%歷史
FTITechnipFMC plcCOM63$2,808<0.1%歷史
PCGPG&E CorpStock172$2,765<0.1%歷史
STZConstellation Brands, Inc.Stock19$2,622<0.1%歷史
NVTnVent Electric plcSHS25$2,550<0.1%歷史
TUTelus CorpCOM190$2,503<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock39$2,473<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM195$2,448<0.1%歷史
VMIValmont Industries IncCOM6$2,414<0.1%歷史
AMSFAmerisafe IncCOM62$2,382<0.1%歷史
FDSFactset Research Systems IncStock8$2,322<0.1%歷史
TELFYTelefonica S ASPONSORED ADR573$2,321<0.1%歷史
AMHAmerican Homes 4 RentCL A72$2,312<0.1%歷史
CYTKCytokinetics IncCOM NEW36$2,288<0.1%歷史
CHDChurch & Dwight Co IncCOM27$2,264<0.1%歷史
BJBJ's Wholesale Club Holdings, Inc.COM25$2,251<0.1%歷史
RACEFerrari N.V.COM6$2,218<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM88$2,211<0.1%歷史
ICLRIcon PLCCOM12$2,187<0.1%歷史
SLVMSylvamo CorpCOMMON STOCK44$2,119<0.1%歷史
CNCCentene CorpStock50$2,058<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM30$2,019<0.1%歷史
PODDInsulet CorpStock7$1,990<0.1%歷史
TNCTennant CoCOM27$1,990<0.1%歷史
TMETencent Music Entertainment GroupSPON ADS112$1,964<0.1%歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS25$1,954<0.1%歷史
QGENQiagen N.V.COMMON STOCK43$1,934<0.1%歷史
PENPenumbra IncCOM6$1,866<0.1%歷史
KRMNKarman Holdings Inc.COMMON STOCK25$1,830<0.1%歷史
MNDYmonday.com Ltd.SHS12$1,771<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW19$1,757<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS20$1,708<0.1%歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF20$1,693<0.1%–
LECOLincoln Electric Holdings IncCOM7$1,678<0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A98$1,641<0.1%歷史
THTarget Hospitality Corp.COM200$1,602<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A26$1,584<0.1%歷史
STESTERIS plcSHS USD6$1,522<0.1%歷史
RRCRange Resources CorpCOM43$1,517<0.1%歷史
LKFTLakefront Biotherapeutics NVSPON ADR46$1,505<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS22$1,489<0.1%歷史
VSTSVestis CorpCOM SHS223$1,488<0.1%歷史
EXLSExlService Holdings, Inc.COM35$1,486<0.1%歷史
VanEck ETF Trust92189H748CLO ETF27$1,426<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A59$1,424<0.1%歷史
HWKNHawkins IncCOM10$1,421<0.1%歷史
UTZUtz Brands, Inc.COM CL A136$1,412<0.1%歷史
ELMEElme CommunitiesSH BEN INT80$1,392<0.1%歷史
AGNTAGNT, Inc.COM152$1,376<0.1%歷史
LXULSB Industries, Inc.COM149$1,267<0.1%歷史
MNSOMINISO Group Holding LtdSPONSORED ADS67$1,257<0.1%歷史
COOCooper Companies, Inc.COM15$1,230<0.1%歷史
CDWCDW CorpCOM9$1,226<0.1%歷史
BMIBadger Meter IncCOM7$1,221<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock3$1,174<0.1%歷史
SPSCSPS Commerce IncCOM13$1,159<0.1%歷史
TDCTeradata CorpStock37$1,127<0.1%歷史