Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 113
- 較 2024 年第 3 季 −1
- 總值
- $2.46 億
- 較 2024 年第 3 季 +$1,586 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 496,192 | $3,163 萬 | 12.9% | +106,463+27.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 392,493 | $2,706 萬 | 11.0% | −59,284−13.1% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 636,953 | $2,001 萬 | 8.1% | +17,123+2.8% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 334,872 | $1,606 萬 | 6.5% | −4,004−1.2% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 60,710 | $1,081 萬 | 4.4% | +382+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,367 | $942.8 萬 | 3.8% | −50.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 283,158 | $842.7 萬 | 3.4% | +19,475+7.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,653 | $742.6 萬 | 3.0% | +567+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,683 | $725.8 萬 | 3.0% | +12,519+242.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 193,203 | $652.8 萬 | 2.7% | −31,148−13.9% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 60,138 | $603.3 萬 | 2.5% | +40,472+205.8% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 36,432 | $581.2 萬 | 2.4% | +4,844+15.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 38,465 | $516.5 萬 | 2.1% | +167+0.4% | 加碼 | 歷史 |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 173,723 | $444.0 萬 | 1.8% | +173,723 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 35,557 | $419.8 萬 | 1.7% | +35,557 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 18,556 | $407.1 萬 | 1.7% | +388+2.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,482 | $368.8 萬 | 1.5% | +287+1.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 13,741 | $332.8 萬 | 1.4% | +357+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 75,606 | $312.0 萬 | 1.3% | −54,490−41.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,095 | $238.9 萬 | 1.0% | +54+1.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 49,960 | $226.2 萬 | 0.9% | −24,648−33.0% | 減碼 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 84,988 | $214.2 萬 | 0.9% | +84,988 | 新進 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 19,782 | $198.5 萬 | 0.8% | +10,217+106.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,111 | $183.1 萬 | 0.7% | +1,610+107.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,500 | $178.9 萬 | 0.7% | +2,661+317.2% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 36,609 | $176.1 萬 | 0.7% | −263−0.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,255 | $171.8 萬 | 0.7% | +131+3.2% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,800 | $170.0 萬 | 0.7% | −200−5.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,660 | $165.9 萬 | 0.7% | +37+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,502 | $146.5 萬 | 0.6% | +138+5.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,776 | $129.7 萬 | 0.5% | +372+10.9% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,337 | $120.3 萬 | 0.5% | −515−5.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,306 | $116.4 萬 | 0.5% | +5+0.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 42,760 | $112.7 萬 | 0.5% | −2,589−5.7% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 26,277 | $111.0 萬 | 0.5% | +52+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,882 | $110.3 萬 | 0.4% | +914+94.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,439 | $108.7 萬 | 0.4% | +47+1.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,513 | $105.0 萬 | 0.4% | +133+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,075 | $98.5 萬 | 0.4% | +19+1.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,098 | $98.2 萬 | 0.4% | −35−0.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,866 | $89.6 萬 | 0.4% | +129+3.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,992 | $88.8 萬 | 0.4% | −13−0.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,621 | $87.6 萬 | 0.4% | −2,953−53.0% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,767 | $83.4 萬 | 0.3% | −2,046−12.2% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 16,550 | $82.5 萬 | 0.3% | −6,682−28.8% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 19,648 | $74.4 萬 | 0.3% | −17−0.1% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 27,660 | $71.7 萬 | 0.3% | −46,081−62.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,231 | $70.1 萬 | 0.3% | +1,231 | 新進 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 17,440 | $67.1 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 17,799 | $66.5 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 21,200 | $62.4 萬 | 0.3% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 1,375 | $61.1 萬 | 0.2% | +73+5.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 22,902 | $57.6 萬 | 0.2% | −530−2.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 11,699 | $57.3 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,288 | $56.9 萬 | 0.2% | −869−14.1% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 22,899 | $54.4 萬 | 0.2% | −25,221−52.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 15,806 | $53.3 萬 | 0.2% | −55−0.3% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 25,862 | $52.1 萬 | 0.2% | +3,791+17.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,189 | $51.6 萬 | 0.2% | −173−3.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,408 | $48.9 萬 | 0.2% | +42+0.8% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,500 | $48.0 萬 | 0.2% | +5,500 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 878 | $47.3 萬 | 0.2% | +194+28.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 6,648 | $46.7 萬 | 0.2% | +140+2.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 437 | $46.3 萬 | 0.2% | +3+0.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 11,845 | $45.5 萬 | 0.2% | −61−0.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,122 | $43.6 萬 | 0.2% | +23+2.1% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,397 | $43.4 萬 | 0.2% | −11,044−56.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,525 | $42.3 萬 | 0.2% | +77+3.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 11,679 | $41.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,705 | $41.5 萬 | 0.2% | −64−3.6% | 減碼 | – |
| MAMastercard Inc | Stock | 787 | $41.4 萬 | 0.2% | +37+4.9% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,758 | $39.5 萬 | 0.2% | +12+0.3% | 加碼 | 歷史 |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 15,000 | $38.2 萬 | 0.2% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,087 | $37.2 萬 | 0.2% | −42−3.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,951 | $34.7 萬 | 0.1% | +45+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,021 | $34.2 萬 | 0.1% | −24,444−92.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 675 | $34.1 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,076 | $34.0 萬 | 0.1% | +28+0.9% | 加碼依 4 比 1 拆股換算 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,747 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,191 | $31.7 萬 | 0.1% | +26+1.2% | 加碼 | 歷史 |
| Innovator ETFs Tr45783Y426 | INTERNATIONAL DE | 11,875 | $31.5 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 854 | $31.0 萬 | 0.1% | +15+1.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 6,380 | $30.8 萬 | 0.1% | +6,380 | 新進 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,900 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 899 | $30.6 萬 | 0.1% | +7+0.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,343 | $30.3 萬 | 0.1% | +14+1.1% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 2,404 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,897 | $29.4 萬 | 0.1% | −284−13.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 470 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,562 | $28.4 萬 | 0.1% | +12+0.8% | 加碼依 2 比 1 拆股換算 | 歷史 |
| JJacobs Solutions Inc. | COM | 1,981 | $26.5 萬 | 0.1% | −729−26.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 5,789 | $25.4 萬 | 0.1% | +175+3.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,030 | $25.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 763 | $25.3 萬 | 0.1% | +11+1.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,222 | $25.1 萬 | 0.1% | +40+1.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 395 | $24.8 萬 | 0.1% | +8+2.1% | 加碼 | 歷史 |
| CLBKColumbia Financial, Inc. | COM | 15,500 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 5,945 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,383 | $23.0 萬 | 0.1% | +107+8.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 6,485 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（12 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Utilities ETF92204A876 | ETF | 15,874 | $276.3 萬 | 1.2% | – |
| iShares Tr464288752 | US HOME CONS ETF | 17,298 | $219.9 萬 | 1.0% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 23,212 | $92.4 萬 | 0.4% | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 17,648 | $81.5 萬 | 0.4% | – |
| JNJJohnson & Johnson | Stock | 1,939 | $31.4 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,825 | $23.7 萬 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 1,974 | $23.5 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 2,026 | $23.4 萬 | 0.1% | 歷史 |
| CICigna Group | Stock | 666 | $23.1 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 368 | $22.8 萬 | 0.1% | 歷史 |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 14,086 | $18.2 萬 | 0.1% | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 16,929 | $17.7 萬 | 0.1% | 歷史 |