Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/1 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 108
- 較 2023 年第 4 季 +10
- 總值
- $1.94 億
- 較 2023 年第 4 季 +$2,793 萬 (+16.8%)
| 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 | 539,249 | $3,318 萬 | 17.1% | −4,091−0.8% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 290,464 | $1,655 萬 | 8.5% | +11,305+4.0% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 322,745 | $1,405 萬 | 7.2% | +27,846+9.4% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 459,024 | $1,343 萬 | 6.9% | +46,058+11.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 59,768 | $982.3 萬 | 5.1% | +2,353+4.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,227 | $935.1 萬 | 4.8% | +1,128+5.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 230,963 | $730.1 萬 | 3.8% | +381+0.2% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 48,659 | $657.2 萬 | 3.4% | −807−1.6% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 44,445 | $583.2 萬 | 3.0% | +1,409+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,997 | $514.4 萬 | 2.7% | +2,137+7.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 83,739 | $472.2 萬 | 2.4% | +8,663+11.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 97,143 | $407.5 萬 | 2.1% | +6,838+7.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 20,478 | $369.4 萬 | 1.9% | +3,193+18.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 15,552 | $349.9 萬 | 1.8% | +1,354+9.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,586 | $324.0 萬 | 1.7% | +800+28.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,559 | $292.3 萬 | 1.5% | +238+4.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,066 | $287.8 萬 | 1.5% | −346−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,112 | $242.1 萬 | 1.2% | −53−1.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 41,283 | $179.9 萬 | 0.9% | +10,983+36.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,047 | $173.7 萬 | 0.9% | −1,700−25.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,947 | $166.0 萬 | 0.9% | +372+10.4% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 5,560 | $146.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 28,690 | $143.5 萬 | 0.7% | +11,370+65.6% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 14,266 | $143.4 萬 | 0.7% | +8,051+129.5% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 32,222 | $126.0 萬 | 0.6% | +589+1.9% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,248 | $121.7 萬 | 0.6% | +2,497+142.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,127 | $116.4 萬 | 0.6% | −752−6.9% | 減碼 | – |
| VVisa Inc. | Stock | 3,442 | $96.1 萬 | 0.5% | +564+19.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,887 | $91.6 萬 | 0.5% | +221+13.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,537 | $90.9 萬 | 0.5% | +154+3.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,691 | $86.7 萬 | 0.4% | +1,176+26.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,598 | $83.6 萬 | 0.4% | +898+128.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,335 | $81.1 萬 | 0.4% | +26+2.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,071 | $78.5 萬 | 0.4% | +140+15.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,206 | $73.9 萬 | 0.4% | −40−0.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 20,784 | $73.9 萬 | 0.4% | −3,117−13.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,427 | $71.6 萬 | 0.4% | +1,093+25.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 24,795 | $69.6 萬 | 0.4% | −1,512−5.7% | 減碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,212 | $69.4 萬 | 0.4% | +15,212 | 新進 | – |
| ADBEAdobe Inc. | Stock | 1,357 | $68.5 萬 | 0.4% | +256+23.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 19,855 | $66.2 萬 | 0.3% | −6,613−25.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,473 | $63.6 萬 | 0.3% | +320+6.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 17,368 | $61.4 萬 | 0.3% | −4,745−21.5% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 13,383 | $58.3 萬 | 0.3% | +13,383 | 新進 | – |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 16,242 | $51.6 萬 | 0.3% | +16,242 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,890 | $49.6 萬 | 0.3% | +9,890 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 366 | $48.5 萬 | 0.3% | −24−6.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 13,130 | $48.1 萬 | 0.2% | −8,552−39.4% | 減碼 | – |
| CVXChevron Corp | Stock | 2,845 | $44.9 萬 | 0.2% | +976+52.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,007 | $44.7 萬 | 0.2% | −25−2.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,684 | $44.7 萬 | 0.2% | −5,422−41.4% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 13,642 | $44.3 萬 | 0.2% | −7,641−35.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,116 | $42.8 萬 | 0.2% | +329+41.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,597 | $42.1 萬 | 0.2% | +540+26.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,194 | $41.7 萬 | 0.2% | +1,969+37.7% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,710 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 855 | $41.1 萬 | 0.2% | +370+76.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 10,900 | $40.4 萬 | 0.2% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,267 | $38.2 萬 | 0.2% | +418+49.2% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 4,543 | $36.4 萬 | 0.2% | +153+3.5% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,769 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 751 | $36.2 萬 | 0.2% | +216+40.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 454 | $34.6 萬 | 0.2% | +164+56.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,854 | $33.8 萬 | 0.2% | +545+41.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 682 | $33.7 萬 | 0.2% | +30+4.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,557 | $33.4 萬 | 0.2% | +328+6.3% | 加碼依 3 比 1 拆股換算 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,034 | $33.1 萬 | 0.2% | +234+29.3% | 加碼 | 歷史 |
| Innovator ETFs Tr45783Y426 | INTERNATIONAL DE | 11,845 | $31.8 萬 | 0.2% | −5,385−31.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,968 | $31.1 萬 | 0.2% | +1,968 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 881 | $30.6 萬 | 0.2% | +19+2.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,064 | $30.5 萬 | 0.2% | −137−6.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 832 | $30.5 萬 | 0.2% | +36+4.5% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,091 | $29.5 萬 | 0.2% | +1,091 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,623 | $29.3 萬 | 0.2% | +1,623 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 2,204 | $27.5 萬 | 0.1% | +2,204 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,485 | $27.5 萬 | 0.1% | +2,485 | 新進 | – |
| HONHoneywell International Inc | COM | 1,337 | $27.4 萬 | 0.1% | +71+5.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,497 | $27.4 萬 | 0.1% | +484+9.7% | 加碼 | 歷史 |
| CLBKColumbia Financial, Inc. | COM | 15,500 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,007 | $25.7 萬 | 0.1% | +56+5.9% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 1,972 | $25.3 萬 | 0.1% | +1,972 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 5,674 | $25.1 萬 | 0.1% | +99+1.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,185 | $24.8 萬 | 0.1% | +232+11.9% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 921 | $24.7 萬 | 0.1% | +27+3.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 470 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 775 | $24.2 萬 | 0.1% | +775 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 372 | $24.2 萬 | 0.1% | +18+5.1% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,747 | $24.0 萬 | 0.1% | +2,747 | 新進 | 歷史 |
| CICigna Group | Stock | 656 | $23.8 萬 | 0.1% | +656 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 829 | $23.6 萬 | 0.1% | +45+5.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 675 | $23.4 萬 | 0.1% | +70+11.6% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 4,431 | $23.2 萬 | 0.1% | +4,431 | 新進 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 6,292 | $23.2 萬 | 0.1% | −1,308−17.2% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,439 | $23.2 萬 | 0.1% | +3,439 | 新進 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 6,325 | $22.9 萬 | 0.1% | −3,401−35.0% | 減碼 | – |
| CBChubb Ltd | Stock | 869 | $22.5 萬 | 0.1% | +869 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 771 | $22.4 萬 | 0.1% | +771 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,135 | $21.9 萬 | 0.1% | −940−45.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 6,550 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 25,968 | $21.5 萬 | 0.1% | +5,000+23.8% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（13 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,053 | $48.2 萬 | 0.3% | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 9,273 | $42.5 萬 | 0.3% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,597 | $34.6 萬 | 0.2% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 3,304 | $33.7 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y301 | US EQUITY ACCELE | 9,703 | $29.7 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 8,516 | $28.0 萬 | 0.2% | – |
| GDGeneral Dynamics Corp | Stock | 1,038 | $27.0 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,651 | $23.9 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 4,388 | $23.8 萬 | 0.1% | – |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 17,100 | $14.8 萬 | 0.1% | 歷史 |
| Mag Silver Corp55903Q104 | COM | 11,300 | $11.8 萬 | 0.1% | – |
| PLPlanet Labs PBC | COM CL A | 19,800 | $4.89 萬 | <0.1% | 歷史 |
| INVZInnoviz Technologies Ltd. | SHS | 11,000 | $2.78 萬 | <0.1% | 歷史 |