Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 68
- 較 2022 年第 3 季 +12
- 總值
- $1.06 億
- 較 2022 年第 3 季 +$889.9 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 432,243 | $1,944 萬 | 18.3% | +23,455+5.7% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 527,931 | $1,268 萬 | 11.9% | +217,622+70.1% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 280,811 | $746.6 萬 | 7.0% | −31,039−10.0% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 75,444 | $639.4 萬 | 6.0% | −65,522−46.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,202 | $556.4 萬 | 5.2% | +93+0.4% | 加碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 188,941 | $552.7 萬 | 5.2% | −2,894−1.5% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 35,413 | $481.1 萬 | 4.5% | +6,004+20.4% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 142,137 | $427.4 萬 | 4.0% | +33,260+30.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 30,644 | $398.2 萬 | 3.7% | +422+1.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 100,859 | $337.7 萬 | 3.2% | +4,352+4.5% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 30,513 | $251.0 萬 | 2.4% | +30,513 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,834 | $224.1 萬 | 2.1% | −259−4.3% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 47,652 | $197.9 萬 | 1.9% | +47,652 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 22,337 | $197.1 萬 | 1.9% | −598−2.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,428 | $146.4 萬 | 1.4% | +558+3.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 43,009 | $129.8 萬 | 1.2% | +43,009 | 新進 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 40,522 | $122.3 萬 | 1.1% | −2,154−5.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,702 | $98.8 萬 | 0.9% | +894+49.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,393 | $93.6 萬 | 0.9% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,880 | $89.0 萬 | 0.8% | −1,519−34.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,191 | $77.0 萬 | 0.7% | −37−1.7% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 24,336 | $72.7 萬 | 0.7% | +24,336 | 新進 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 22,604 | $69.3 萬 | 0.7% | −31,454−58.2% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 23,846 | $67.0 萬 | 0.6% | −21,459−47.4% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,436 | $66.4 萬 | 0.6% | −18,976−44.7% | 減碼 | – |
| BABoeing Co | Stock | 3,307 | $63.0 萬 | 0.6% | −107−3.1% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,950 | $62.0 萬 | 0.6% | 00.0% | 不變 | – |
| APLSApellis Pharmaceuticals, Inc. | COM | 11,814 | $61.1 萬 | 0.6% | +6,840+137.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,945 | $54.9 萬 | 0.5% | +925+23.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,631 | $54.7 萬 | 0.5% | −115−4.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,082 | $45.0 萬 | 0.4% | +243+6.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,312 | $44.2 萬 | 0.4% | −597−31.3% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 5,560 | $43.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,100 | $42.5 萬 | 0.4% | −308−12.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,402 | $41.9 萬 | 0.4% | +174+5.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,743 | $40.1 萬 | 0.4% | −1,399−33.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 8,375 | $36.7 萬 | 0.3% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,935 | $36.1 萬 | 0.3% | −2,605−47.0% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,188 | $35.0 萬 | 0.3% | +16+1.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,921 | $34.8 萬 | 0.3% | −267−6.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 647 | $34.3 萬 | 0.3% | +53+8.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,536 | $34.0 萬 | 0.3% | +81+3.3% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,800 | $33.6 萬 | 0.3% | −400−12.5% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 7,535 | $33.1 萬 | 0.3% | 00.0% | 不變 | – |
| CLBKColumbia Financial, Inc. | COM | 15,000 | $32.4 萬 | 0.3% | −5,000−25.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,088 | $31.6 萬 | 0.3% | +57+2.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,667 | $29.9 萬 | 0.3% | −1,101−39.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 5,184 | $26.6 萬 | 0.2% | −12−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,849 | $26.1 萬 | 0.2% | +1,849 | 新進 | – |
| JNJJohnson & Johnson | Stock | 1,475 | $26.1 萬 | 0.2% | +34+2.4% | 加碼 | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 7,860 | $25.7 萬 | 0.2% | +7,860 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 2,637 | $24.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,132 | $24.5 萬 | 0.2% | +1,132 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 632 | $24.2 萬 | 0.2% | +632 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 527 | $24.1 萬 | 0.2% | +5+1.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 970 | $23.2 萬 | 0.2% | +970 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 8,000 | $22.9 萬 | 0.2% | +8,000 | 新進 | – |
| ABTAbbott Laboratories | Stock | 2,072 | $22.7 萬 | 0.2% | +2,072 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 910 | $21.6 萬 | 0.2% | +910 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 1,006 | $21.6 萬 | 0.2% | +1,006 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,235 | $21.5 萬 | 0.2% | +1,235 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 4,448 | $21.2 萬 | 0.2% | +4,448 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,364 | $20.9 萬 | 0.2% | +5,364 | 新進 | – |
| IRMIron Mountain Inc | COM | 4,150 | $20.7 萬 | 0.2% | +4,150 | 新進 | 歷史 |
| CICigna Group | Stock | 615 | $20.4 萬 | 0.2% | +615 | 新進 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 13,340 | $18.8 萬 | 0.2% | +1,041+8.5% | 加碼 | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 54,230 | $16.5 萬 | 0.2% | +54,230 | 新進 | – |
| FFord Motor Co | Stock | 10,189 | $11.8 萬 | 0.1% | +10,189 | 新進 | 歷史 |
2022 年第 3 季之後清倉（8 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Fidelity Covington Trust316092386 | STOCK FOR INFL | 76,736 | $216.2 萬 | 2.2% | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 28,500 | $78.6 萬 | 0.8% | – |
| METAMeta Platforms, Inc. | Stock | 5,637 | $76.5 萬 | 0.8% | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 10,620 | $29.3 萬 | 0.3% | – |
| ARK Innovation ETF00214Q104 | ETF | 7,004 | $26.4 萬 | 0.3% | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,325 | $25.1 萬 | 0.3% | – |
| ROKURoku, Inc | COM CL A | 3,651 | $20.6 萬 | 0.2% | 歷史 |
| NXJNuveen New Jersey Quality Municipal Income Fund | COM | 10,000 | $11.0 萬 | 0.1% | 歷史 |