Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/22 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 38
- 較 2023 年第 3 季 +10
- 總值
- $4.44 億
- 較 2023 年第 3 季 +$4,560 萬 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 159,933 | $6,877 萬 | 15.5% | +5,605+3.6% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 2,987,191 | $6,820 萬 | 15.3% | +1,091,357+57.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 422,195 | $4,652 萬 | 10.5% | −153,249−26.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 153,512 | $4,627 萬 | 10.4% | +3,389+2.3% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 919,112 | $4,543 萬 | 10.2% | +75,469+8.9% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,556,148 | $4,513 萬 | 10.2% | +1,556,148 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 216,393 | $3,238 萬 | 7.3% | −106,340−32.9% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 461,173 | $2,277 萬 | 5.1% | +461,173 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 113,943 | $1,920 萬 | 4.3% | +109,523+2,477.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 53,521 | $1,221 萬 | 2.7% | +2,010+3.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 58,456 | $1,209 萬 | 2.7% | +1,588+2.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 165,978 | $609.6 萬 | 1.4% | +6,572+4.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 118,557 | $589.0 萬 | 1.3% | +9,952+9.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,655 | $301.8 萬 | 0.7% | +273+1.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,756 | $125.0 萬 | 0.3% | +7,756 | 新進 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,443 | $81.6 萬 | 0.2% | −394−5.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,273 | $80.0 萬 | 0.2% | −100−4.2% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,835 | $78.2 萬 | 0.2% | −621,207−98.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,529 | $75.3 萬 | 0.2% | −46−1.3% | 減碼 | – |
| ORealty Income Corp | REIT | 9,823 | $56.9 萬 | 0.1% | +285+3.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,013 | $50.1 萬 | 0.1% | +31+1.6% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,697 | $49.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 6,554 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,338 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 7,488 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,124 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,577 | $29.9 萬 | 0.1% | −242−13.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 944 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 8,927 | $25.3 萬 | 0.1% | +8,927 | 新進 | – |
| MDTMedtronic plc | Stock | 2,868 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,706 | $24.1 萬 | 0.1% | +6,706 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 614 | $22.6 萬 | 0.1% | +614 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,878 | $22.0 萬 | <0.1% | +1,878 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,362 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,240 | $21.4 萬 | <0.1% | +1,240 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $20.3 萬 | <0.1% | +1,412 | 新進 | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $17.0 萬 | <0.1% | +13,705 | 新進 | 歷史 |