Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 145
- 較 2025 年第 4 季 +2
- 總值
- $3.40 億
- 較 2025 年第 4 季 −$1,745 萬 (−4.9%)
| 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 | 644,636 | $4,571 萬 | 13.4% | +8,060+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 484,160 | $3,706 萬 | 10.9% | −10,733−2.2% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 936,959 | $3,136 萬 | 9.2% | −11,813−1.2% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 146,465 | $1,474 萬 | 4.3% | +37,677+34.6% | 加碼 | – |
| iShares Tr46438G471 | LARG CAP DEC ETF | 498,567 | $1,325 萬 | 3.9% | +16,540+3.4% | 加碼 | – |
| Calamos ETF Tr12811T126 | RUSSELL 2000 STR | 474,637 | $1,288 萬 | 3.8% | +4,722+1.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,342 | $975.9 萬 | 2.9% | −2,894−11.5% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 50,824 | $974.9 萬 | 2.9% | −526−1.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 24,088 | $891.7 萬 | 2.6% | +1,067+4.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 49,486 | $863.0 萬 | 2.5% | +3,224+7.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 32,898 | $834.9 萬 | 2.5% | +1,069+3.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 211,244 | $776.5 萬 | 2.3% | −4,343−2.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 19,340 | $741.5 萬 | 2.2% | +1,030+5.6% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 35,716 | $648.0 萬 | 1.9% | −8,164−18.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 20,087 | $577.6 萬 | 1.7% | +264+1.3% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 93,672 | $545.0 萬 | 1.6% | +93,672 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 23,602 | $491.6 萬 | 1.4% | +398+1.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 89,474 | $477.2 萬 | 1.4% | −843−0.9% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 13,308 | $415.5 萬 | 1.2% | +2,429+22.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 43,172 | $380.6 萬 | 1.1% | +11,991+38.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,682 | $368.1 萬 | 1.1% | −53−0.7% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 107,449 | $363.8 萬 | 1.1% | +107,449 | 新進 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 76,464 | $352.7 萬 | 1.0% | +5,557+7.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,178 | $292.3 萬 | 0.9% | −87−2.7% | 減碼 | 歷史 |
| LEGHLegacy Housing Corp | COM | 132,000 | $269.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,540 | $259.7 萬 | 0.8% | +709+18.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,873 | $254.5 萬 | 0.7% | +213+2.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 38,337 | $204.6 萬 | 0.6% | −387−1.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,441 | $202.3 萬 | 0.6% | +613+12.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,531 | $202.1 萬 | 0.6% | +131+2.0% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 40,215 | $201.0 萬 | 0.6% | +40,215 | 新進 | – |
| SPOTSpotify Technology S.A. | Stock | 4,018 | $194.8 萬 | 0.6% | +218+5.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,855 | $185.7 萬 | 0.5% | −2,047−41.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,505 | $161.9 萬 | 0.5% | +145+2.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,181 | $155.6 萬 | 0.5% | +535+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,864 | $147.4 萬 | 0.4% | +501+4.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 33,031 | $136.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,339 | $133.4 萬 | 0.4% | +191+16.6% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 36,786 | $130.4 萬 | 0.4% | +775+2.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,973 | $128.9 萬 | 0.4% | −149−7.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 15,893 | $126.5 萬 | 0.4% | +2,747+20.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,037 | $122.0 萬 | 0.4% | +569+16.4% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 6,597 | $118.6 萬 | 0.3% | −1,030−13.5% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,035 | $111.5 萬 | 0.3% | −163−5.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,865 | $111.4 萬 | 0.3% | −329−15.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 17,289 | $108.4 萬 | 0.3% | −16,799−49.3% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 40,968 | $107.3 萬 | 0.3% | +40,968 | 新進 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,556 | $106.8 萬 | 0.3% | −439−5.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,796 | $98.3 萬 | 0.3% | +65+1.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 29,483 | $84.9 萬 | 0.2% | −3,920−11.7% | 減碼 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 18,762 | $78.3 萬 | 0.2% | +10,662+131.6% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 7,604 | $76.5 萬 | 0.2% | +3,291+76.3% | 加碼 | – |
| Innovator ETFs Trust45783Y160 | NASD 100 10 BUFF | 25,959 | $75.8 萬 | 0.2% | −92,999−78.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,064 | $75.4 萬 | 0.2% | +42+4.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,942 | $72.3 萬 | 0.2% | +964+24.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,694 | $65.9 萬 | 0.2% | +201+8.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 11,699 | $64.0 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,879 | $59.6 萬 | 0.2% | +105+3.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,523 | $59.5 萬 | 0.2% | −92−5.7% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 18,289 | $58.8 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,792 | $57.6 萬 | 0.2% | +133+2.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,555 | $55.6 萬 | 0.2% | +115+4.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,826 | $52.8 萬 | 0.2% | +140+5.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,601 | $52.7 萬 | 0.2% | +301+23.2% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 18,708 | $52.3 萬 | 0.2% | −4,550−19.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,032 | $51.6 萬 | 0.2% | +261+33.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,498 | $47.9 萬 | 0.1% | +2,498 | 新進 | – |
| ETF Opportunities Trust26923Q416 | HEDG FOUR TU ETF | 17,450 | $46.5 萬 | 0.1% | +17,450 | 新進 | – |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 6,109 | $46.2 萬 | 0.1% | −59,957−90.8% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 3,689 | $45.3 萬 | 0.1% | +451+13.9% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 9,478 | $45.2 萬 | 0.1% | −1,800−16.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,811 | $45.1 萬 | 0.1% | −108−3.7% | 減碼 | 歷史 |
| iShares Tr46438G588 | LARG CAP SEP ETF | 16,751 | $44.9 萬 | 0.1% | −13,342−44.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 642 | $44.8 萬 | 0.1% | +6+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 776 | $44.8 萬 | 0.1% | −194−20.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,767 | $44.7 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,990 | $44.0 萬 | 0.1% | +701+30.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,924 | $42.2 萬 | 0.1% | +1,420+94.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 10,035 | $41.0 萬 | 0.1% | −98−1.0% | 減碼 | – |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 12,012 | $40.6 萬 | 0.1% | +12,012 | 新進 | – |
| BACBank of America Corp | Stock | 8,256 | $40.2 萬 | 0.1% | +475+6.1% | 加碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 9,330 | $40.2 萬 | 0.1% | +3,449+58.6% | 加碼 | – |
| ARMArm Holdings PLC | ADR | 2,604 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GRALGRAIL, Inc. | COM | 7,616 | $39.4 萬 | 0.1% | −700−8.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 888 | $38.2 萬 | 0.1% | +310+53.6% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 11,589 | $38.2 萬 | 0.1% | +11,589 | 新進 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,605 | $37.6 萬 | 0.1% | 00.0% | 不變 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,352 | $37.5 萬 | 0.1% | +6,352 | 新進 | 歷史 |
| PIMCO ETF Tr72201R569 | MTG BKD SECS ACT | 7,530 | $37.3 萬 | 0.1% | +7,530 | 新進 | – |
| RTXRTX Corp | Stock | 1,910 | $36.8 萬 | 0.1% | +40+2.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,008 | $35.5 萬 | 0.1% | +27+2.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,545 | $34.9 萬 | 0.1% | +182+13.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,551 | $34.8 萬 | 0.1% | +220+6.6% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 12,738 | $31.1 萬 | 0.1% | +12,738 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 911 | $30.8 萬 | 0.1% | +911 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 850 | $30.4 萬 | 0.1% | +37+4.6% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 2,948 | $30.1 萬 | 0.1% | −113−3.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 856 | $29.3 萬 | 0.1% | −139−14.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 483 | $29.2 萬 | 0.1% | +483 | 新進 | 歷史 |
2025 年第 4 季之後清倉（18 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45784N833 | US SMALL CAP PWR | 126,327 | $322.7 萬 | 0.9% | – |
| Vanguard Health Care ETF92204A504 | ETF | 10,312 | $296.8 萬 | 0.8% | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 15,486 | $47.2 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,823 | $43.7 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,807 | $42.8 萬 | 0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,512 | $41.9 萬 | 0.1% | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 7,660 | $36.4 萬 | 0.1% | 歷史 |
| Calamos ETF Tr12811T738 | LADDERED S&P 500 | 13,261 | $36.1 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,183 | $33.9 萬 | 0.1% | – |
| iShares S&P 100 ETF464287101 | ETF | 871 | $29.9 萬 | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,162 | $28.6 萬 | 0.1% | – |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 9,265 | $26.9 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 370 | $24.5 萬 | 0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,071 | $24.4 萬 | 0.1% | – |
| JJacobs Solutions Inc. | COM | 1,546 | $20.5 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,135 | $20.4 萬 | 0.1% | 歷史 |
| Tidal Trust III45259A548 | MRP SYNTHEQUITY | 7,343 | $20.3 萬 | 0.1% | – |
| RDDTReddit, Inc. | Stock | 875 | $20.1 萬 | 0.1% | 歷史 |