Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 150
- 較 2026 年第 1 季 +5
- 總值
- $3.93 億
- 較 2026 年第 1 季 +$5,252 萬 (+15.4%)
| 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 | 657,362 | $5,386 萬 | 13.7% | +12,726+2.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 494,535 | $4,346 萬 | 11.1% | +10,375+2.1% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 978,870 | $3,355 萬 | 8.5% | +41,911+4.5% | 加碼 | – |
| iShares Tr46438G471 | LARG CAP DEC ETF | 513,454 | $1,404 萬 | 3.6% | +14,887+3.0% | 加碼 | – |
| Calamos ETF Tr12811T126 | RUSSELL 2000 STR | 499,424 | $1,398 萬 | 3.6% | +24,787+5.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 204,467 | $1,391 萬 | 3.5% | +110,795+118.3% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 131,917 | $1,328 萬 | 3.4% | −14,548−9.9% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 19,624 | $1,287 萬 | 3.3% | +284+1.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 137,152 | $1,181 萬 | 3.0% | +3,100+2.3% | 加碼依 6 比 1 拆股換算 | – |
| iShares Tr464287721 | U.S. TECH ETF | 44,221 | $1,115 萬 | 2.8% | +8,505+23.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,233 | $1,048 萬 | 2.7% | +3,335+10.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 50,190 | $1,004 萬 | 2.6% | +704+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,392 | $947.2 萬 | 2.4% | +1,304+5.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 209,310 | $873.5 萬 | 2.2% | −1,934−0.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,969 | $713.6 萬 | 1.8% | −118−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,825 | $567.9 萬 | 1.4% | +223+0.9% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 15,058 | $542.7 萬 | 1.4% | +1,750+13.1% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 83,622 | $492.3 萬 | 1.3% | −5,852−6.5% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 112,549 | $452.6 萬 | 1.2% | +5,100+4.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,191 | $382.7 萬 | 1.0% | +13+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,501 | $375.3 萬 | 1.0% | −181−2.4% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 70,230 | $347.6 萬 | 0.9% | −6,234−8.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 43,935 | $331.8 萬 | 0.8% | +763+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,336 | $329.9 萬 | 0.8% | +463+5.2% | 加碼 | 歷史 |
| LEGHLegacy Housing Corp | COM | 108,000 | $283.7 萬 | 0.7% | −24,000−18.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,303 | $265.1 萬 | 0.7% | +862+15.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,676 | $263.4 萬 | 0.7% | +136+3.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,775 | $258.4 萬 | 0.7% | −39,049−76.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,691 | $252.8 萬 | 0.6% | +160+2.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,265 | $243.8 萬 | 0.6% | +410+14.4% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 45,067 | $229.1 萬 | 0.6% | +4,852+12.1% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 38,337 | $226.3 萬 | 0.6% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 5,581 | $182.7 萬 | 0.5% | +76+1.4% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,918 | $179.9 萬 | 0.5% | −100−2.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,089 | $156.4 萬 | 0.4% | +116+5.9% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 18,632 | $154.0 萬 | 0.4% | +2,739+17.2% | 加碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 33,031 | $151.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 14,873 | $149.9 萬 | 0.4% | +7,269+95.6% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 16,600 | $149.2 萬 | 0.4% | −689−4.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 16,734 | $147.1 萬 | 0.4% | +1,559+10.3% | 加碼依 5 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,052 | $140.9 萬 | 0.4% | +187+10.0% | 加碼 | – |
| VVisa Inc. | Stock | 4,057 | $139.2 萬 | 0.4% | +20+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,136 | $137.5 萬 | 0.3% | +272+2.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,556 | $123.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 6,576 | $121.0 萬 | 0.3% | −21−0.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,268 | $118.6 萬 | 0.3% | −71−5.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,093 | $116.4 萬 | 0.3% | +29+2.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,524 | $116.3 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 15,662 | $111.8 萬 | 0.3% | −519−3.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 962 | $111.0 萬 | 0.3% | +51+5.6% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 35,982 | $108.6 萬 | 0.3% | −804−2.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,688 | $91.7 萬 | 0.2% | −123−4.4% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 29,483 | $87.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 18,762 | $85.6 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 6,231 | $85.2 萬 | 0.2% | +435+7.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,458 | $84.7 萬 | 0.2% | +49+3.5% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 2,345 | $83.1 萬 | 0.2% | −259−9.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 961 | $70.8 萬 | 0.2% | +185+23.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 11,699 | $69.7 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,736 | $69.5 萬 | 0.2% | +42+1.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,160 | $67.2 萬 | 0.2% | +662+26.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,719 | $67.2 萬 | 0.2% | −48−0.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,560 | $64.4 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 12,140 | $64.0 萬 | 0.2% | +551+4.8% | 加碼 | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 18,289 | $62.3 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,810 | $61.8 萬 | 0.2% | +18+0.4% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,609 | $61.3 萬 | 0.2% | −80−2.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 5,088 | $60.8 萬 | 0.2% | −48−0.9% | 減碼依 8 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 1,690 | $59.6 萬 | 0.2% | +89+5.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,060 | $59.0 萬 | 0.2% | +118+2.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 796 | $57.6 萬 | 0.1% | −60−7.0% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 17,358 | $57.5 萬 | 0.1% | −1,350−7.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,073 | $55.1 萬 | 0.1% | +41+4.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,825 | $54.4 萬 | 0.1% | +1,825 | 新進 | 歷史 |
| Innovator ETFs Trust45784N874 | GROWTH 100 PWR B | 16,600 | $52.2 萬 | 0.1% | +16,600 | 新進 | – |
| INTCIntel Corp | Stock | 3,722 | $52.0 萬 | 0.1% | +3,722 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 8,453 | $48.2 萬 | 0.1% | +197+2.4% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 7,016 | $47.9 萬 | 0.1% | −600−7.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,878 | $47.7 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,038 | $47.6 萬 | 0.1% | +212+7.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,219 | $47.2 萬 | 0.1% | +229+7.7% | 加碼 | 歷史 |
| iShares Tr46438G588 | LARG CAP SEP ETF | 16,701 | $46.5 萬 | 0.1% | −50−0.3% | 減碼 | – |
| LRCXLam Research Corp | Stock | 1,044 | $45.2 萬 | 0.1% | +25+2.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 10,035 | $44.5 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,992 | $43.9 萬 | 0.1% | +68+2.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,190 | $43.8 萬 | 0.1% | +302+34.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,589 | $42.7 萬 | 0.1% | +38+1.1% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,605 | $42.5 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 14,517 | $38.5 萬 | 0.1% | −26,451−64.6% | 減碼 | – |
| IRMIron Mountain Inc | COM | 2,995 | $37.8 萬 | 0.1% | +47+1.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,990 | $37.8 萬 | 0.1% | +80+4.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,035 | $37.5 萬 | 0.1% | +27+2.7% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 9,183 | $36.9 萬 | 0.1% | −295−3.1% | 減碼 | 歷史 |
| ETF Opportunities Trust26923Q416 | HEDG FOUR TU ETF | 13,880 | $36.8 萬 | 0.1% | −3,570−20.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 853 | $36.3 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 948 | $35.4 萬 | 0.1% | +37+4.1% | 加碼 | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 4,640 | $35.1 萬 | 0.1% | −1,469−24.0% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 296 | $34.8 萬 | 0.1% | +3+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 822 | $34.2 萬 | 0.1% | +822 | 新進 | 歷史 |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y160 | NASD 100 10 BUFF | 25,959 | $75.8 萬 | 0.2% | – |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 12,012 | $40.6 萬 | 0.1% | – |
| PIMCO ETF Tr72201R569 | MTG BKD SECS ACT | 7,530 | $37.3 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 1,545 | $34.9 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,594 | $27.1 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 842 | $27.0 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,523 | $25.9 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 7,713 | $22.4 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 1,374 | $21.9 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 678 | $21.1 萬 | 0.1% | 歷史 |