Crestmont Private Wealth LLC
- SEC CIK
- 0001873372
- 最新申報
- 2026/8/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/5 申報。只含多頭部位。
- 持股檔數
- 41
- 2021 年第 3 季沒有申報
- 總值
- $1.06 億
- 2021 年第 3 季沒有申報
Crestmont Private Wealth LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 85,017 | $4,055 萬 | 38.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 65,990 | $2,881 萬 | 27.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 26,666 | $754.9 萬 | 7.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 144,816 | $731.0 萬 | 6.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 48,818 | $559.0 萬 | 5.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 59,541 | $444.4 萬 | 4.2% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 134,319 | $358.4 萬 | 3.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 56,509 | $338.3 萬 | 3.2% | – | – | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 13,076 | $54.8 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 4,278 | $41.0 萬 | 0.4% | – | – | – |
| MROMarathon Oil Corp | COM | 17,223 | $28.3 萬 | 0.3% | – | – | 歷史 |
| MURMurphy Oil Corp | COM | 10,719 | $28.0 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,620 | $27.7 萬 | 0.3% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 5,740 | $25.3 萬 | 0.2% | – | – | 歷史 |
| CLRContinental Resources, Inc | COM | 5,619 | $25.2 萬 | 0.2% | – | – | 歷史 |
| CTRACoterra Energy Inc. | Stock | 12,634 | $24.0 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 7,364 | $19.9 萬 | 0.2% | – | – | – |
| PXDPioneer Natural Resources Co | COM | 1,070 | $19.5 萬 | 0.2% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 2,092 | $18.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 5,217 | $16.0 萬 | 0.2% | – | – | – |
| SUSuncor Energy Inc | Stock | 5,726 | $14.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,071 | $12.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,159 | $11.6 萬 | 0.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 2,077 | $10.5 萬 | 0.1% | – | – | – |
| NEMNEWMONT Corp | Stock | 1,151 | $7.10 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 769 | $6.20 萬 | 0.1% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 517 | $5.60 萬 | 0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,879 | $5.40 萬 | 0.1% | – | – | 歷史 |
| RRCRange Resources Corp | COM | 2,998 | $5.30 萬 | 0.1% | – | – | 歷史 |
| HLHecla Mining Co | COM | 9,261 | $4.80 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 499 | $4.80 萬 | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 366 | $4.70 萬 | <0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 391 | $4.10 萬 | <0.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 652 | $3.00 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 106 | $2.70 萬 | <0.1% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 302 | $2.30 萬 | <0.1% | – | – | – |
| MUXMcEwen Inc. | COM | 22,037 | $2.00 萬 | <0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 118 | $1.60 萬 | <0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 70 | $8,000 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 69 | $1,000 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 1 | $0 | 0.0% | – | – | 歷史 |