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 |
|---|---|---|---|---|---|---|---|
| SJMJ M SMUCKER Co | Stock | 11 | $1,238 | <0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L227 | RESEARCH AFFILIA | 39 | $1,250 | <0.1% | +1+2.6% | 加碼 | – |
| MAAMid America Apartment Communities Inc. | COM | 9 | $1,251 | <0.1% | 00.0% | 不變 | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 47 | $1,252 | <0.1% | 00.0% | 不變 | – |
| OMCOmnicom Group Inc. | COM | 18 | $1,311 | <0.1% | +18 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 16 | $1,319 | <0.1% | +16 | 新進 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 52 | $1,350 | <0.1% | 00.0% | 不變 | 歷史 |
| Subversive Congressional Democrats Trading ETF886364199 | ETF | 27 | $1,367 | <0.1% | 00.0% | 不變 | – |
| SCIService Corp International | COM | 18 | $1,368 | <0.1% | 00.0% | 不變 | 歷史 |
| Exchange Traded Concepts Tru301505731 | ROBO GLB ARTIF | 15 | $1,369 | <0.1% | 00.0% | 不變 | – |
| DECKDeckers Outdoor Corp | COM | 14 | $1,391 | <0.1% | +14 | 新進 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 120 | $1,418 | <0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 79 | $1,429 | <0.1% | −34−30.1% | 減碼 | 歷史 |
| Tidal ETF Tr886364181 | UNUSUAL WHALE SU | 32 | $1,436 | <0.1% | 00.0% | 不變 | – |
| BBarrick Mining Corp | Stock | 40 | $1,470 | <0.1% | −76−65.5% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 36 | $1,492 | <0.1% | +1+2.9% | 加碼 | – |
| PSKYParamount Skydance Corp | COM CL B | 154 | $1,521 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 17 | $1,541 | <0.1% | 00.0% | 不變 | – |
| LCIDLucid Group, Inc. | Stock | 231 | $1,546 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 350 | $1,554 | <0.1% | −500−58.8% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 23 | $1,560 | <0.1% | +23 | 新進 | 歷史 |
| BKEBuckle Inc | COM | 37 | $1,562 | <0.1% | +5+15.6% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 63 | $1,569 | <0.1% | +63 | 新進 | 歷史 |
| ITTItt Inc. | COM | 8 | $1,583 | <0.1% | 00.0% | 不變 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 75 | $1,586 | <0.1% | 00.0% | 不變 | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 100 | $1,632 | <0.1% | 00.0% | 不變 | 歷史 |
| UHALU-Haul Holding Co | COM | 25 | $1,636 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal ETF Tr88634T105 | II CARBON CLCTV CLM | 59 | $1,651 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8 | $1,655 | <0.1% | 00.0% | 不變 | – |
| VMRKVivmark Residential | SH BEN INT | 25 | $1,712 | <0.1% | +9+56.3% | 加碼 | 歷史 |
| UBSUBS Group AG | Stock | 35 | $1,735 | <0.1% | +35 | 新進 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 11 | $1,793 | <0.1% | −25−69.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 20 | $1,810 | <0.1% | +7+53.8% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 19 | $1,813 | <0.1% | 00.0% | 不變 | – |
| LYVLive Nation Entertainment, Inc. | COM | 10 | $1,832 | <0.1% | −2−16.7% | 減碼 | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 94 | $1,834 | <0.1% | +17+22.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 66 | $1,870 | <0.1% | +26+65.0% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 20 | $1,883 | <0.1% | +20 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 16 | $1,896 | <0.1% | +3+23.1% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 50 | $1,937 | <0.1% | −60−54.5% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 25 | $1,981 | <0.1% | +25 | 新進 | 歷史 |
| HPQHP Inc | Stock | 91 | $2,009 | <0.1% | +21+30.0% | 加碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 18 | $2,022 | <0.1% | 00.0% | 不變 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 379 | $2,052 | <0.1% | +30+8.6% | 加碼 | 歷史 |
| IXOrix Corp | SPONSORED ADR | 54 | $2,055 | <0.1% | +54 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 155 | $2,059 | <0.1% | +155 | 新進 | 歷史 |
| CCBCoastal Financial Corp | COM NEW | 27 | $2,093 | <0.1% | +27 | 新進 | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 26 | $2,104 | <0.1% | 00.0% | 不變 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 41 | $2,128 | <0.1% | +41 | 新進 | 歷史 |
| VGNTVersigent PLC | ORDINARY SHARES | 52 | $2,185 | <0.1% | +52 | 新進 | 歷史 |
| FEFirstenergy Corp | COM | 46 | $2,187 | <0.1% | +46 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 32 | $2,198 | <0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 23 | $2,229 | <0.1% | 00.0% | 不變 | – |
| Tidal Tr II88636R834 | STKD BITCOIN | 117 | $2,256 | <0.1% | 00.0% | 不變 | – |
| ESEversource Energy | Stock | 33 | $2,385 | <0.1% | +2+6.5% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 36 | $2,387 | <0.1% | +36 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 2 | $2,390 | <0.1% | +2 | 新進 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 100 | $2,447 | <0.1% | 00.0% | 不變 | – |
| DVADavita Inc. | COM | 11 | $2,448 | <0.1% | +11 | 新進 | 歷史 |
| CIENCiena Corp | COM NEW | 5 | $2,453 | <0.1% | +5 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 26 | $2,469 | <0.1% | +26 | 新進 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 53 | $2,488 | <0.1% | 00.0% | 不變 | – |
| AZIOAzio AI Holdings, Inc. | COM | 1,470 | $2,499 | <0.1% | 00.0% | 不變 | 歷史 |
| RBCRBC Bearings INC | COM | 4 | $2,577 | <0.1% | +4 | 新進 | 歷史 |
| WFWoori Financial Group Inc. | SPONSORED ADS | 45 | $2,583 | <0.1% | 00.0% | 不變 | 歷史 |
| SAPSAP SE | ADR | 17 | $2,620 | <0.1% | +17 | 新進 | 歷史 |
| TPRTapestry, Inc. | COM | 18 | $2,635 | <0.1% | +18 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 150 | $2,711 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 147 | $2,718 | <0.1% | +4+2.8% | 加碼 | – |
| AIBZBitzero Holdings Inc. | COM | 400 | $2,736 | <0.1% | +400 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 104 | $2,846 | <0.1% | +104 | 新進 | 歷史 |
| KLARKlarna Group plc | Stock | 141 | $2,854 | <0.1% | 00.0% | 不變 | 歷史 |
| Columbia ETF Tr II19762B509 | EMRG MARKETS ETF | 80 | $2,900 | <0.1% | 00.0% | 不變 | – |
| LADLithia Motors Inc | COM | 10 | $2,905 | <0.1% | +10 | 新進 | 歷史 |
| FNVFranco Nevada Corp | Stock | 14 | $2,919 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 58 | $2,937 | <0.1% | +58 | 新進 | – |
| STLDSteel Dynamics Inc | COM | 13 | $2,983 | <0.1% | +13 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 18 | $3,001 | <0.1% | −4−18.2% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 39 | $3,033 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 7 | $3,064 | <0.1% | +7 | 新進 | 歷史 |
| VTRVentas, Inc. | REIT | 35 | $3,108 | <0.1% | +35 | 新進 | 歷史 |
| AESAES Corp | Stock | 213 | $3,123 | <0.1% | +213 | 新進 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 69 | $3,139 | <0.1% | 00.0% | 不變 | – |
| TECKTeck Resources Ltd | CL B | 53 | $3,152 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 6 | $3,159 | <0.1% | +5+500.0% | 加碼 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 8,849 | $3,160 | <0.1% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 63 | $3,177 | <0.1% | +57+950.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 125 | $3,190 | <0.1% | 00.0% | 不變 | – |
| CTSCTS Corp | COM | 50 | $3,260 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 64 | $3,276 | <0.1% | +64 | 新進 | 歷史 |
| INVHInvitation Homes Inc. | COM | 109 | $3,287 | <0.1% | +1+0.9% | 加碼 | 歷史 |
| KEYKeycorp | COM | 143 | $3,297 | <0.1% | +143 | 新進 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 77 | $3,320 | <0.1% | +49+175.0% | 加碼 | – |
| FFIVF5, Inc. | Stock | 8 | $3,328 | <0.1% | +8 | 新進 | 歷史 |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 149 | $3,335 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 44 | $3,346 | <0.1% | +31+238.5% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 200 | $3,365 | <0.1% | +200 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 7 | $3,387 | <0.1% | −23−76.7% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2 | $3,395 | <0.1% | −2−50.0% | 減碼 | 歷史 |
| Advisor Managed Portfolios00777X561 | MILLER VALUE PAR | 101 | $3,395 | <0.1% | −153−60.2% | 減碼 | – |
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 |
| CLHClean Harbors Inc | COM | 2 | $574 | <0.1% | 歷史 |
| HQYHealthequity, Inc. | COM | 6 | $502 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 9 | $427 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 1 | $200 | <0.1% | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 100 | $25 | <0.1% | 歷史 |