Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 41
- 較 2024 年第 1 季 0
- 總值
- $5.19 億
- 較 2024 年第 1 季 +$2,273 萬 (+4.6%)
| 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 | 171,142 | $8,726 萬 | 16.8% | +1,244+0.7% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,385,303 | $6,863 萬 | 13.2% | +511,104+58.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 165,463 | $6,409 萬 | 12.4% | −1,637−1.0% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 982,642 | $5,004 萬 | 9.6% | +978,706+24,865.5% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,702,133 | $4,912 萬 | 9.5% | +2,952+0.2% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 979,317 | $4,793 萬 | 9.2% | −512,194−34.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 238,099 | $3,817 萬 | 7.4% | +7,161+3.1% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,093,695 | $2,478 萬 | 4.8% | −2,212,842−66.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 131,510 | $2,420 萬 | 4.7% | +4,997+3.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 61,074 | $1,476 萬 | 2.8% | +2,668+4.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 67,285 | $1,457 萬 | 2.8% | +3,073+4.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 187,139 | $742.2 萬 | 1.4% | +7,489+4.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,883 | $503.4 萬 | 1.0% | +452+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,733 | $378.7 萬 | 0.7% | −140−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,685 | $320.3 萬 | 0.6% | +630+3.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,386 | $158.3 萬 | 0.3% | +22+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,707 | $156.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,327 | $125.6 萬 | 0.2% | +54+2.4% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $115.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,953 | $94.4 萬 | 0.2% | +296+6.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,501 | $87.7 萬 | 0.2% | −28−0.8% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,380 | $87.5 萬 | 0.2% | −48−0.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,579 | $71.6 萬 | 0.1% | +175+5.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,977 | $62.6 萬 | 0.1% | +927+22.9% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ORealty Income Corp | REIT | 10,544 | $56.0 萬 | 0.1% | −703−6.3% | 減碼 | 歷史 |
| EIXEdison International | Stock | 7,580 | $54.9 萬 | 0.1% | +1,025+15.6% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,687 | $49.9 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $45.6 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,900 | $42.0 萬 | 0.1% | +63+3.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,257 | $41.7 萬 | 0.1% | +825+24.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,957 | $36.2 萬 | 0.1% | −50−2.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,254 | $34.8 萬 | 0.1% | −141−5.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,014 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $33.3 萬 | 0.1% | −106−15.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,475 | $28.1 萬 | 0.1% | +2,475 | 新進 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,428 | $27.6 萬 | 0.1% | −172−2.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,291 | $26.4 萬 | 0.1% | +51+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,039 | $25.8 萬 | <0.1% | +67+3.4% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,314 | $23.2 萬 | <0.1% | +2,314 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $21.0 萬 | <0.1% | 00.0% | 不變 | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。