Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 127
- 較 2025 年第 2 季 +8
- 總值
- $3.33 億
- 較 2025 年第 2 季 +$6,665 萬 (+25.0%)
| 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 | 625,230 | $4,529 萬 | 13.6% | +43,878+7.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 482,326 | $3,779 萬 | 11.4% | +49,315+11.4% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 880,090 | $2,888 萬 | 8.7% | +115,754+15.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,868 | $1,433 萬 | 4.3% | +11,491+62.5% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 130,779 | $1,317 萬 | 4.0% | +22,547+20.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,707 | $1,176 萬 | 3.5% | +380+1.7% | 加碼 | 歷史 |
| Calamos ETF Tr12811T126 | RUSSELL 2000 STR | 438,382 | $1,142 萬 | 3.4% | +438,382 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 54,508 | $1,068 萬 | 3.2% | +4,277+8.5% | 加碼 | – |
| iShares Tr46438G471 | LARG CAP DEC ETF | 401,375 | $1,060 萬 | 3.2% | +401,375 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 53,681 | $1,044 萬 | 3.1% | −7,151−11.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 43,431 | $810.3 萬 | 2.4% | +3,388+8.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 24,510 | $799.9 萬 | 2.4% | +2,755+12.7% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 211,664 | $799.5 萬 | 2.4% | +12,404+6.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,415 | $749.0 萬 | 2.3% | +1,315+4.7% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 37,019 | $695.0 萬 | 2.1% | +4,409+13.5% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 91,824 | $486.8 萬 | 1.5% | +2,679+3.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 21,485 | $471.8 萬 | 1.4% | +2,451+12.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,236 | $467.6 萬 | 1.4% | +745+4.0% | 加碼 | 歷史 |
| LEGHLegacy Housing Corp | COM | 140,500 | $386.5 萬 | 1.2% | +140,500 | 新進 | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 49,092 | $371.4 萬 | 1.1% | +49,092 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,268 | $365.4 萬 | 1.1% | −2,722−27.2% | 減碼 | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 98,183 | $345.5 萬 | 1.0% | −75,051−43.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,808 | $279.7 萬 | 0.8% | +484+14.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,800 | $265.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,081 | $235.1 萬 | 0.7% | −136−4.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 52,494 | $220.6 萬 | 0.7% | +8,325+18.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,034 | $202.1 萬 | 0.6% | +218+7.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,238 | $200.6 萬 | 0.6% | +2,046+33.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,425 | $196.8 萬 | 0.6% | +614+16.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,940 | $196.0 萬 | 0.6% | +513+9.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 36,233 | $192.7 萬 | 0.6% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,506 | $180.6 萬 | 0.5% | +13+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,872 | $153.7 萬 | 0.5% | +547+12.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 0.5% | −1−33.3% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,743 | $150.6 萬 | 0.5% | +441+13.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,124 | $142.2 萬 | 0.4% | +17+0.8% | 加碼 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 41,123 | $135.8 萬 | 0.4% | +41,123 | 新進 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 28,387 | $130.0 萬 | 0.4% | 00.0% | 不變 | – |
| UBSIUnited Bankshares Inc | COM | 33,031 | $122.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,543 | $120.9 萬 | 0.4% | +111+3.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,908 | $116.9 萬 | 0.4% | +177+10.2% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,995 | $116.4 萬 | 0.3% | −393−4.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,230 | $113.9 萬 | 0.3% | +13+1.1% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 21,257 | $106.3 萬 | 0.3% | −13,284−38.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 9,919 | $102.2 萬 | 0.3% | +3,141+46.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,160 | $100.0 萬 | 0.3% | −734−5.3% | 減碼 | – |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 25,004 | $95.9 萬 | 0.3% | −1,173−4.5% | 減碼 | – |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 33,628 | $93.9 萬 | 0.3% | −782−2.3% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 29,758 | $88.1 萬 | 0.3% | +3,395+12.9% | 加碼 | 歷史 |
| iShares Tr46438G612 | LARG CAP JUN ETF | 31,244 | $87.6 萬 | 0.3% | +31,244 | 新進 | – |
| iShares Tr46438G588 | LARG CAP SEP ETF | 29,803 | $79.8 萬 | 0.2% | +12,050+67.9% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 9,094 | $76.2 萬 | 0.2% | +37+0.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,513 | $74.2 萬 | 0.2% | +201+15.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 17,043 | $70.0 萬 | 0.2% | −145−0.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,488 | $70.0 萬 | 0.2% | +799+47.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,999 | $67.6 萬 | 0.2% | +354+6.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,670 | $66.9 萬 | 0.2% | −195−5.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 11,699 | $64.0 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 3,093 | $63.0 萬 | 0.2% | +376+13.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,649 | $62.8 萬 | 0.2% | −41−1.5% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 833 | $62.2 萬 | 0.2% | +187+28.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,504 | $61.0 萬 | 0.2% | +342+29.4% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,042 | $60.8 萬 | 0.2% | +1,602+36.1% | 加碼 | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 18,289 | $58.5 萬 | 0.2% | −1,597−8.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,232 | $54.0 萬 | 0.2% | +2,232 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 848 | $50.9 萬 | 0.2% | −3−0.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,163 | $50.1 萬 | 0.2% | +8+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 840 | $47.8 萬 | 0.1% | +35+4.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,175 | $46.3 萬 | 0.1% | +75+2.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 954 | $45.5 萬 | 0.1% | +113+13.4% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 7,616 | $45.0 萬 | 0.1% | −1,370−15.2% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,605 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,766 | $42.5 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,925 | $40.1 萬 | 0.1% | −294−2.6% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,789 | $38.6 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,068 | $38.3 萬 | 0.1% | +111+5.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 409 | $37.6 萬 | 0.1% | +8+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,412 | $37.5 萬 | 0.1% | +58+2.5% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 2,604 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 7,021 | $36.2 萬 | 0.1% | +101+1.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,303 | $36.1 萬 | 0.1% | −148−3.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,254 | $35.9 萬 | 0.1% | +207+4.1% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 81 | $34.8 萬 | 0.1% | +81 | 新進 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 7,976 | $34.1 萬 | 0.1% | −7−0.1% | 減碼 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 8,100 | $32.7 萬 | 0.1% | +8,100 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,114 | $32.5 萬 | 0.1% | +74+2.4% | 加碼 | – |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 11,255 | $30.2 萬 | 0.1% | +11,255 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,614 | $30.1 萬 | 0.1% | −14−0.9% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,000 | $30.1 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,233 | $29.9 萬 | 0.1% | +13+0.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 792 | $29.6 萬 | 0.1% | +19+2.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,398 | $29.4 萬 | 0.1% | +47+3.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 843 | $29.2 萬 | 0.1% | +15+1.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,676 | $28.0 萬 | 0.1% | −43−2.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,104 | $27.7 萬 | 0.1% | +36+3.4% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 20,148 | $26.2 萬 | 0.1% | −1,138−5.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,221 | $26.0 萬 | 0.1% | −7−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,643 | $25.9 萬 | 0.1% | +476+22.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U356 | VEST US EQTY MAX | 8,100 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 910 | $25.7 萬 | 0.1% | +35+4.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（12 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 65,987 | $313.2 萬 | 1.2% | – |
| Aim ETF Products Trust00888H687 | ALLIANZIM US EQT | 14,396 | $43.4 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,068 | $42.3 萬 | 0.2% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 4,733 | $32.2 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 1,354 | $24.7 萬 | 0.1% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,615 | $24.1 萬 | 0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,424 | $21.9 萬 | 0.1% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 5,409 | $21.4 萬 | 0.1% | – |
| CICigna Group | Stock | 612 | $20.2 萬 | 0.1% | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 16,429 | $20.1 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 5,385 | $20.0 萬 | 0.1% | – |
| DNNDenison Mines Corp. | COM | 42,712 | $7.77 萬 | <0.1% | 歷史 |