Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/12 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 41
- 較 2023 年第 4 季 +3
- 總值
- $4.96 億
- 較 2023 年第 4 季 +$5,148 萬 (+11.6%)
| 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 | 169,898 | $8,010 萬 | 16.2% | +9,965+6.2% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,306,537 | $7,460 萬 | 15.0% | +319,346+10.7% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,491,511 | $7,271 萬 | 14.7% | +1,030,338+223.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 167,100 | $5,644 萬 | 11.4% | +13,588+8.9% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,699,181 | $4,900 萬 | 9.9% | +143,033+9.2% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 874,199 | $4,328 萬 | 8.7% | −44,913−4.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 230,938 | $3,685 萬 | 7.4% | +14,545+6.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 126,513 | $2,253 萬 | 4.5% | +12,570+11.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 64,212 | $1,424 萬 | 2.9% | +5,756+9.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 58,406 | $1,424 萬 | 2.9% | +4,885+9.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 179,650 | $700.1 萬 | 1.4% | +13,672+8.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,431 | $473.0 萬 | 1.0% | −27,126−22.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,873 | $284.9 萬 | 0.6% | +218+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,055 | $243.9 萬 | 0.5% | +16,055 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,707 | $163.3 萬 | 0.3% | +2,951+38.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,364 | $140.6 萬 | 0.3% | +2,750+447.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,273 | $116.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $106.9 萬 | 0.2% | +31,040 | 新進 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,428 | $86.9 萬 | 0.2% | −15−0.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,529 | $82.4 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,657 | $70.1 萬 | 0.1% | +4,657 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,404 | $61.3 萬 | 0.1% | +1,280+60.3% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 11,247 | $59.2 萬 | 0.1% | +1,424+14.5% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,697 | $53.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 6,555 | $45.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $42.6 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,432 | $40.2 萬 | 0.1% | +1,070+45.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,837 | $38.9 萬 | 0.1% | +260+16.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,395 | $38.5 萬 | 0.1% | +57+2.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,014 | $37.5 萬 | 0.1% | +70+7.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,007 | $36.8 萬 | 0.1% | −6−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 706 | $36.2 萬 | 0.1% | +706 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 405 | $34.8 萬 | 0.1% | +405 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 7,488 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,600 | $26.0 萬 | 0.1% | −106−1.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,972 | $25.2 萬 | 0.1% | +94+5.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,240 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $21.5 萬 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 2,499 | $21.0 萬 | <0.1% | −369−12.9% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 3,936 | $20.0 萬 | <0.1% | +3,936 | 新進 | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $17.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（3 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 422,195 | $4,652 萬 | 10.5% | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,835 | $78.2 萬 | 0.2% | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 8,927 | $25.3 萬 | 0.1% | – |