Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 44
- 較 2024 年第 3 季 +1
- 總值
- $5.70 億
- 較 2024 年第 3 季 +$1,735 萬 (+3.1%)
| 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 | 178,443 | $9,714 萬 | 17.0% | +3,471+2.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,802,695 | $8,938 萬 | 15.7% | +393,901+28.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 171,770 | $7,154 萬 | 12.5% | −267−0.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,050,079 | $4,712 萬 | 8.3% | −40,029−3.7% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,860,248 | $4,511 萬 | 7.9% | −100,540−5.1% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 252,696 | $4,305 萬 | 7.5% | +14,941+6.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,445,109 | $4,185 萬 | 7.3% | −277,550−16.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 138,643 | $2,720 萬 | 4.8% | +8,458+6.5% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 431,560 | $2,175 萬 | 3.8% | +431,560 | 新進 | – |
| AAPLApple Inc. | Stock | 80,579 | $1,961 萬 | 3.4% | +2,108+2.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 70,807 | $1,724 萬 | 3.0% | +1,855+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 64,025 | $1,710 萬 | 3.0% | +2,132+3.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 195,952 | $729.3 萬 | 1.3% | +1,248+0.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 78,139 | $411.0 萬 | 0.7% | −16,558−17.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 16,685 | $322.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,059 | $171.8 萬 | 0.3% | +673+19.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,825 | $141.7 萬 | 0.2% | −882−8.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,327 | $140.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $118.0 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 7,075 | $102.2 萬 | 0.2% | +1,960+38.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,459 | $100.0 萬 | 0.2% | +417+10.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,491 | $94.0 萬 | 0.2% | −10−0.3% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,380 | $92.7 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,439 | $85.1 萬 | 0.1% | −549−11.0% | 減碼 | 歷史 |
| EIXEdison International | Stock | 9,722 | $77.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,657 | $58.7 萬 | 0.1% | −30−1.8% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 10,544 | $56.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,231 | $54.3 萬 | 0.1% | +61+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $49.1 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 2,272 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,014 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,257 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,254 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,291 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,745 | $29.6 萬 | 0.1% | +270+10.9% | 加碼 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,184 | $28.3 萬 | <0.1% | −191−3.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,416 | $26.6 萬 | <0.1% | −10.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,380 | $25.4 萬 | <0.1% | +2,380 | 新進 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,453 | $24.6 萬 | <0.1% | +149+6.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $22.9 萬 | <0.1% | 00.0% | 不變 | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 968 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,089 | $20.5 萬 | <0.1% | +1,089 | 新進 | – |
2024 年第 3 季之後清倉（2 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。