Crewe Advisors LLC
- SEC CIK
- 0001730033
- 最新申報
- 2026/7/23
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/23 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,135
- 較 2026 年第 1 季 +97
- 總值
- $13.8 億
- 較 2026 年第 1 季 +$2.09 億 (+17.8%)
| 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 | 214,948 | $1.61 億 | 11.7% | −1,474−0.7% | 減碼 | – |
| PACSPACS Group, Inc. | COM SHS | 3,307,188 | $1.41 億 | 10.2% | +553,009+20.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,043,164 | $8,044 萬 | 5.8% | +29,630+2.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 104,579 | $7,810 萬 | 5.7% | +4,312+4.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 660,188 | $6,376 萬 | 4.6% | +46,356+7.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 691,686 | $5,078 萬 | 3.7% | +18,705+2.8% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 364,656 | $4,822 萬 | 3.5% | +790.0% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 778,666 | $4,254 萬 | 3.1% | +15,213+2.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 847,303 | $4,199 萬 | 3.0% | +171,969+25.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 55 | $4,119 萬 | 3.0% | −1−1.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 50,124 | $3,525 萬 | 2.6% | −10.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 87,611 | $3,268 萬 | 2.4% | +4,016+4.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 102,418 | $2,964 萬 | 2.1% | −2,666−2.5% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 256,075 | $2,756 萬 | 2.0% | +20,822+8.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 180,397 | $2,675 萬 | 1.9% | +6,549+3.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 85,513 | $2,592 萬 | 1.9% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 40,172 | $2,334 萬 | 1.7% | +810+2.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 69,179 | $2,078 萬 | 1.5% | −1,901−2.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 164,416 | $1,965 萬 | 1.4% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 54,038 | $1,909 萬 | 1.4% | +937+1.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 105,557 | $1,750 萬 | 1.3% | +1,372+1.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,375 | $1,427 萬 | 1.0% | +328+1.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 26,858 | $1,344 萬 | 1.0% | +1,257+4.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 183,760 | $1,242 萬 | 0.9% | +4,089+2.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 132,891 | $1,094 萬 | 0.8% | −50.0% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 84,025 | $872.9 萬 | 0.6% | −952−1.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 105,358 | $872.8 萬 | 0.6% | +2,133+2.1% | 加碼 | – |
| HTZHertz Global Holdings, Inc | COM NEW | 3,794,106 | $859.4 萬 | 0.6% | +3,794,106 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,876 | $815.7 萬 | 0.6% | +122+1.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 40,213 | $804.6 萬 | 0.6% | +4,547+12.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,790 | $778.7 萬 | 0.6% | +1,061+5.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 93,675 | $774.2 萬 | 0.6% | +557+0.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 121,090 | $722.8 萬 | 0.5% | +1,879+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,559 | $704.5 萬 | 0.5% | +1,331+4.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,862 | $612.8 萬 | 0.4% | +618+3.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,032 | $590.2 萬 | 0.4% | +459+3.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 58,758 | $566.6 萬 | 0.4% | +38+0.1% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 105,330 | $531.8 萬 | 0.4% | +35,635+51.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,955 | $479.4 萬 | 0.3% | −2,235−14.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,043 | $427.0 萬 | 0.3% | +313+2.5% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,466 | $406.9 萬 | 0.3% | +18,217+29.3% | 加碼 | – |
| EQTEQT Corp | Stock | 75,202 | $399.8 萬 | 0.3% | +68+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,659 | $375.1 萬 | 0.3% | +557+9.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 108,015 | $342.5 萬 | 0.2% | +4,528+4.4% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 39,586 | $325.7 萬 | 0.2% | +1,527+4.0% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 18,904 | $321.1 萬 | 0.2% | +483+2.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 44,491 | $317.7 萬 | 0.2% | +1,053+2.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 24,743 | $307.2 萬 | 0.2% | −1,949−7.3% | 減碼依 4 比 1 拆股換算 | – |
| EXEExpand Energy Corp | COM | 33,134 | $302.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,723 | $291.7 萬 | 0.2% | +1,075+16.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,954 | $282.9 萬 | 0.2% | +1,383+13.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 14,376 | $273.9 萬 | 0.2% | +639+4.7% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 38,133 | $260.9 萬 | 0.2% | +2,265+6.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,384 | $253.0 萬 | 0.2% | +2,282+7.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 44,499 | $251.3 萬 | 0.2% | +1,874+4.4% | 加碼 | – |
| RGLDRoyal Gold Inc | Stock | 12,484 | $249.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,393 | $249.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,991 | $227.9 萬 | 0.2% | +225+0.7% | 加碼 | – |
| INTCIntel Corp | Stock | 16,055 | $224.2 萬 | 0.2% | −365−2.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,889 | $208.9 萬 | 0.2% | +105+3.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 67,621 | $206.2 萬 | 0.1% | +3,027+4.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 5,248 | $193.3 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,708 | $193.1 萬 | 0.1% | +45+0.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,755 | $192.9 萬 | 0.1% | +315+9.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,446 | $184.2 萬 | 0.1% | +1,814+21.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,225 | $181.9 萬 | 0.1% | +196+1.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,707 | $181.8 萬 | 0.1% | +77+4.7% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 3,957 | $179.2 萬 | 0.1% | −673−14.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,888 | $176.6 萬 | 0.1% | +28+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,322 | $171.8 萬 | 0.1% | +1,462+7.4% | 加碼依 4 比 1 拆股換算 | – |
| iShares Tr46438G471 | LARG CAP DEC ETF | 57,241 | $156.5 萬 | 0.1% | −18,449−24.4% | 減碼 | – |
| MUMicron Technology Inc | Stock | 1,306 | $150.7 萬 | 0.1% | +167+14.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,811 | $135.3 萬 | 0.1% | +129+2.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45,910 | $135.1 萬 | 0.1% | +190.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,490 | $134.8 萬 | 0.1% | +665+6.8% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 26,050 | $133.0 萬 | 0.1% | +26,050 | 新進 | – |
| GSATGlobalstar, Inc. | COM NEW | 16,256 | $132.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,505 | $128.9 萬 | 0.1% | +384+4.7% | 加碼 | 歷史 |
| iShares Tr46438G455 | LARG CAP MAR ETF | 47,527 | $128.6 萬 | 0.1% | −14,221−23.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,616 | $124.9 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,333 | $122.2 萬 | 0.1% | +213+2.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,888 | $119.0 萬 | 0.1% | +934+4.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,936 | $116.3 萬 | 0.1% | −10,308−56.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 962 | $115.4 萬 | 0.1% | +80+9.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,040 | $113.6 萬 | 0.1% | +179+6.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,724 | $110.1 萬 | 0.1% | +881+10.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,759 | $109.3 萬 | 0.1% | +309+5.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,086 | $108.2 萬 | 0.1% | +72+1.4% | 加碼 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 38,118 | $106.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 36,295 | $105.7 萬 | 0.1% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 13,577 | $105.3 萬 | 0.1% | −548−3.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,117 | $101.4 萬 | 0.1% | −90−2.1% | 減碼 | – |
| SHOPShopify Inc. | Stock | 8,571 | $97.9 萬 | 0.1% | −35−0.4% | 減碼 | 歷史 |
| RWAYRunway Growth Finance Corp. | COM | 172,002 | $96.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 15,662 | $96.3 萬 | 0.1% | +3,625+30.1% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,348 | $90.2 萬 | 0.1% | +901+10.7% | 加碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 10,232 | $89.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 4,761 | $88.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,876 | $88.0 萬 | 0.1% | +1,172+43.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 29,076 | $84.2 萬 | 0.1% | +43+0.1% | 加碼 | – |
2026 年第 1 季之後清倉（74 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 307,365 | $1,547 萬 | 1.3% | – |
| XOMExxonMobil Holdings Corp | COM | 24,760 | $420.1 萬 | 0.4% | 歷史 |
| IDAIdacorp Inc | COM | 10,374 | $148.3 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,503 | $34.0 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 8,707 | $27.6 萬 | <0.1% | – |
| WATTEnergous Corp | COM NEW | 9,000 | $14.1 萬 | <0.1% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 2,211 | $12.6 萬 | <0.1% | 歷史 |
| ATEXAnterix Inc. | COM | 3,000 | $11.5 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 329 | $10.3 萬 | <0.1% | – |
| NDLSNOODLES & Co | CL A NEW | 11,000 | $9.40 萬 | <0.1% | 歷史 |
| AEHRAehr Test Systems | COM | 2,500 | $9.27 萬 | <0.1% | 歷史 |
| UAMYUnited States Antimony Corp | COM | 9,000 | $7.86 萬 | <0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 353 | $6.69 萬 | <0.1% | – |
| HZOMarinemax Inc | COM | 2,000 | $5.41 萬 | <0.1% | 歷史 |
| CDZICadiz Inc | COM NEW | 7,000 | $3.44 萬 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 545 | $2.91 萬 | <0.1% | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 535 | $2.78 萬 | <0.1% | – |
| WIXWix.com Ltd. | SHS | 300 | $2.70 萬 | <0.1% | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 760 | $2.57 萬 | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 640 | $2.30 萬 | <0.1% | – |
| OPENOpendoor Technologies Inc. | COM | 4,500 | $2.11 萬 | <0.1% | 歷史 |
| ASBPAspire-Lakewood Holdings, Inc. | COM | 20,335 | $2.09 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 229 | $2.06 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 300 | $1.95 萬 | <0.1% | – |
| BRCCBRC Inc. | COM CL A | 20,000 | $1.55 萬 | <0.1% | 歷史 |
| BOXBox Inc | CL A | 397 | $9,386 | <0.1% | 歷史 |
| SMRTSmartRent, Inc. | COM CL A | 6,000 | $9,000 | <0.1% | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 149 | $8,832 | <0.1% | 歷史 |
| CHDNChurchill Downs Inc | COM | 93 | $8,355 | <0.1% | 歷史 |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 194 | $8,195 | <0.1% | 歷史 |
| CNSCohen & Steers, Inc. | COM | 129 | $8,069 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 127 | $7,698 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 269 | $6,790 | <0.1% | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 3 | $6,591 | <0.1% | 歷史 |
| KWRQuaker Chemical Corp | COM | 53 | $6,585 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 18 | $6,370 | <0.1% | 歷史 |
| RRXRegal Rexnord Corp | COM | 32 | $5,993 | <0.1% | 歷史 |
| VECOVeeco Instruments Inc | COM | 158 | $5,350 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 100 | $5,264 | <0.1% | – |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 100 | $4,715 | <0.1% | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 214 | $4,509 | <0.1% | 歷史 |
| GOODGladstone Commercial Corp | COM | 393 | $4,492 | <0.1% | 歷史 |
| ACTEnact Holdings, Inc. | COM | 103 | $4,204 | <0.1% | 歷史 |
| STTState Street Corp | COM | 30 | $3,797 | <0.1% | 歷史 |
| SEICSEI Investments Co | COM | 46 | $3,610 | <0.1% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 48 | $3,605 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 227 | $3,569 | <0.1% | 歷史 |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 183 | $3,419 | <0.1% | 歷史 |
| DEIDouglas Emmett Inc | COM | 347 | $3,269 | <0.1% | 歷史 |
| TRSTrimas Corp | COM NEW | 88 | $3,163 | <0.1% | 歷史 |
| DGICADonegal Group Inc | CL A | 180 | $3,093 | <0.1% | 歷史 |
| CECelanese Corp | Stock | 43 | $2,829 | <0.1% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 170 | $2,736 | <0.1% | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 65 | $2,710 | <0.1% | – |
| AEGAegon Ltd. | AMER REG 1 CERT | 337 | $2,447 | <0.1% | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 146 | $2,323 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 112 | $2,310 | <0.1% | 歷史 |
| BCHBank of Chile | SPONSORED ADS | 58 | $2,149 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 27 | $1,938 | <0.1% | 歷史 |
| BCMLBayCom Corp | COM | 61 | $1,814 | <0.1% | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 215 | $1,708 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 34 | $1,639 | <0.1% | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 25 | $1,569 | <0.1% | – |
| TKOTKO Group Holdings, Inc. | CL A | 7 | $1,412 | <0.1% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 12 | $1,344 | <0.1% | 歷史 |
| LOGILogitech International S.A. | SHS | 13 | $1,185 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 32 | $587 | <0.1% | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 30 | $585 | <0.1% | – |
| XPOXPO, Inc. | COM | 3 | $584 | <0.1% | 歷史 |
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| SGMOQSangamo Therapeutics, Inc | COM | 100 | $25 | <0.1% | 歷史 |