Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 108
- 較 2024 年第 4 季 −5
- 總值
- $1.93 億
- 較 2024 年第 4 季 −$5,302 萬 (−21.6%)
| 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 | 434,929 | $2,630 萬 | 13.6% | −61,263−12.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 348,323 | $2,291 萬 | 11.9% | −44,170−11.3% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 712,329 | $2,235 萬 | 11.6% | +75,376+11.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 54,598 | $933.0 萬 | 4.8% | −6,112−10.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,276 | $836.2 萬 | 4.3% | −91−0.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 63,372 | $638.0 萬 | 3.3% | +3,234+5.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,195 | $637.6 萬 | 3.3% | −488−2.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,581 | $634.9 萬 | 3.3% | −1,072−3.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 165,788 | $549.4 萬 | 2.8% | −27,415−14.2% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 33,383 | $468.8 萬 | 2.4% | −3,049−8.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 39,303 | $426.0 萬 | 2.2% | +838+2.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 89,582 | $417.7 萬 | 2.2% | −245,290−73.2% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 34,506 | $412.2 萬 | 2.1% | −1,051−3.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 18,262 | $347.5 萬 | 1.8% | −294−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,020 | $294.0 萬 | 1.5% | +14,999+742.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,713 | $289.4 萬 | 1.5% | −769−3.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,282 | $271.1 萬 | 1.4% | +187+6.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,800 | $209.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 8,721 | $184.4 萬 | 1.0% | −5,020−36.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,988 | $172.2 萬 | 0.9% | +486+19.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 36,233 | $168.0 萬 | 0.9% | −376−1.0% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 34,312 | $150.0 萬 | 0.8% | −15,648−31.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,645 | $140.9 萬 | 0.7% | −1,015−27.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,444 | $134.7 萬 | 0.7% | +138+10.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,324 | $130.6 萬 | 0.7% | −787−25.3% | 減碼 | – |
| VVisa Inc. | Stock | 3,509 | $123.0 萬 | 0.6% | +70+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,599 | $119.2 萬 | 0.6% | +344+8.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,424 | $113.7 萬 | 0.6% | −1,076−30.7% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,217 | $112.4 萬 | 0.6% | −120−1.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,175 | $111.1 萬 | 0.6% | +100+9.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 25,697 | $106.6 萬 | 0.6% | −580−2.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,320 | $106.0 萬 | 0.5% | +222+5.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 29,177 | $100.1 萬 | 0.5% | +29,177 | 新進 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,043 | $94.0 萬 | 0.5% | −733−19.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 14,376 | $90.6 萬 | 0.5% | +384+2.7% | 加碼 | – |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 34,410 | $90.0 萬 | 0.5% | −8,350−19.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,595 | $87.4 萬 | 0.5% | +82+1.5% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 16,429 | $82.2 萬 | 0.4% | −121−0.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,726 | $79.1 萬 | 0.4% | +860+22.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,697 | $72.4 萬 | 0.4% | +76+2.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,583 | $66.4 萬 | 0.3% | +295+5.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,104 | $65.4 萬 | 0.3% | +2,456+36.9% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 17,188 | $64.0 萬 | 0.3% | −2,460−12.5% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 25,068 | $60.3 萬 | 0.3% | −794−3.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 16,699 | $59.7 萬 | 0.3% | −1,100−6.2% | 減碼 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 22,692 | $56.8 萬 | 0.3% | −62,296−73.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 11,699 | $55.7 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,092 | $51.2 萬 | 0.3% | −14,690−74.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,776 | $50.7 萬 | 0.3% | +368+6.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,365 | $48.2 萬 | 0.2% | +176+3.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,679 | $45.7 萬 | 0.2% | +154+6.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 830 | $45.5 萬 | 0.2% | +43+5.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 803 | $44.9 萬 | 0.2% | −1,079−57.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,185 | $43.4 萬 | 0.2% | +63+5.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,061 | $43.2 萬 | 0.2% | +110+5.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,111 | $39.2 萬 | 0.2% | +24+2.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 745 | $39.0 萬 | 0.2% | +70+10.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,302 | $38.5 萬 | 0.2% | +111+5.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 714 | $36.7 萬 | 0.2% | −164−18.7% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,605 | $35.7 萬 | 0.2% | −100−5.9% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 929 | $35.6 萬 | 0.2% | −446−32.4% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 12,315 | $34.4 萬 | 0.2% | −8,885−41.9% | 減碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,046 | $34.2 萬 | 0.2% | −10,853−47.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,913 | $33.0 萬 | 0.2% | +3,913 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 3,797 | $32.7 萬 | 0.2% | +39+1.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 404 | $32.2 萬 | 0.2% | −33−7.6% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,060 | $30.6 萬 | 0.2% | +163+8.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,276 | $30.2 萬 | 0.2% | +54+2.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,389 | $29.4 萬 | 0.2% | +46+3.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 827 | $28.9 萬 | 0.1% | −72−8.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 867 | $28.6 萬 | 0.1% | +13+1.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,634 | $27.9 萬 | 0.1% | +72+4.6% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,300 | $27.8 萬 | 0.1% | +5,300 | 新進 | – |
| ARMArm Holdings PLC | ADR | 2,604 | $27.8 萬 | 0.1% | +200+8.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 11,076 | $26.6 萬 | 0.1% | −11,826−51.6% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 6,294 | $26.5 萬 | 0.1% | −69,312−91.7% | 減碼 | – |
| AMGNAmgen Inc | Stock | 849 | $26.5 萬 | 0.1% | +45+5.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 8,514 | $26.3 萬 | 0.1% | +8,514 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 4,443 | $26.0 萬 | 0.1% | +4,443 | 新進 | – |
| ORCLOracle Corp | Stock | 1,854 | $25.9 萬 | 0.1% | +471+34.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 470 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 1,088 | $25.4 萬 | 0.1% | +58+5.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 6,080 | $25.4 萬 | 0.1% | +291+5.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y277 | US SM CA PW JUNE | 9,880 | $25.2 萬 | 0.1% | +9,880 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 3,995 | $24.7 萬 | 0.1% | +201+5.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,461 | $24.2 萬 | 0.1% | +1,461 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,111 | $24.1 萬 | 0.1% | +35+1.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 795 | $24.0 萬 | 0.1% | −15−1.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,955 | $23.7 萬 | 0.1% | +2,955 | 新進 | – |
| CLBKColumbia Financial, Inc. | COM | 15,500 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 6,175 | $23.2 萬 | 0.1% | −5,670−47.9% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 1,495 | $23.0 萬 | 0.1% | +148+11.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 362 | $22.2 萬 | 0.1% | −33−8.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 894 | $22.2 萬 | 0.1% | +14+1.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 7,388 | $22.0 萬 | 0.1% | −275,770−97.4% | 減碼 | – |
| CICigna Group | Stock | 666 | $21.9 萬 | 0.1% | +666 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,788 | $21.8 萬 | 0.1% | +1,788 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 440 | $21.8 萬 | 0.1% | +20+4.8% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 8,486 | $21.7 萬 | 0.1% | +8,486 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,354 | $21.5 萬 | 0.1% | +1,354 | 新進 | 歷史 |
2024 年第 4 季之後清倉（20 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 173,723 | $444.0 萬 | 1.8% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,767 | $83.4 萬 | 0.3% | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 27,660 | $71.7 萬 | 0.3% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,231 | $70.1 萬 | 0.3% | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 17,440 | $67.1 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 15,806 | $53.3 萬 | 0.2% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,500 | $48.0 萬 | 0.2% | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,397 | $43.4 萬 | 0.2% | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 11,679 | $41.9 萬 | 0.2% | – |
| Calamos ETF Tr12811T837 | RUSSELL 2000 STR | 15,000 | $38.2 萬 | 0.2% | – |
| TTDTrade Desk, Inc. | Stock | 2,747 | $32.3 萬 | 0.1% | 歷史 |
| Innovator ETFs Tr45783Y426 | INTERNATIONAL DE | 11,875 | $31.5 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 6,380 | $30.8 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,900 | $30.7 萬 | 0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 5,945 | $23.9 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 6,485 | $23.0 萬 | 0.1% | – |
| COFCapital One Financial Corp | Stock | 1,206 | $21.5 萬 | 0.1% | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 5,358 | $21.2 萬 | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 932 | $20.6 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 569 | $20.0 萬 | 0.1% | 歷史 |