Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 46
- 較 2025 年第 1 季 +2
- 總值
- $6.03 億
- 較 2025 年第 1 季 +$5,029 萬 (+9.1%)
| 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 | 178,008 | $1.02 億 | 16.9% | −10,774−5.7% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,930,818 | $9,585 萬 | 15.9% | +123,177+6.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 169,430 | $7,483 萬 | 12.4% | −17,396−9.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,421,212 | $7,183 萬 | 11.9% | +503,286+54.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 254,185 | $4,531 萬 | 7.5% | −3,624−1.4% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,759,046 | $4,355 萬 | 7.2% | −12,853−0.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 134,724 | $2,774 萬 | 4.6% | −8,024−5.6% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 917,431 | $2,673 萬 | 4.4% | −371,911−28.8% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 520,833 | $2,366 萬 | 3.9% | −17,394−3.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 74,542 | $1,806 萬 | 3.0% | −4,345−5.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 63,995 | $1,806 萬 | 3.0% | −5,497−7.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 79,397 | $1,677 萬 | 2.8% | −16,139−16.9% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 116,089 | $879.6 萬 | 1.5% | +116,089 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 72,091 | $433.0 萬 | 0.7% | −6,132−7.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 16,685 | $302.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,049 | $203.8 萬 | 0.3% | −14−0.3% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,678 | $187.7 萬 | 0.3% | +18,678 | 新進 | – |
| NVDANVIDIA Corp | Stock | 10,926 | $180.2 萬 | 0.3% | −907−7.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,417 | $173.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,994 | $156.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $127.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,475 | $109.6 萬 | 0.2% | −189,665−88.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,734 | $106.5 萬 | 0.2% | −2,065−30.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,471 | $98.4 萬 | 0.2% | −20−0.6% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $94.1 萬 | 0.2% | −135−1.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,663 | $84.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,170 | $67.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 10,965 | $62.7 萬 | 0.1% | +421+4.0% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,643 | $58.4 萬 | 0.1% | −14−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $51.4 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,916 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,767 | $43.0 萬 | 0.1% | −54−1.9% | 減碼 | 歷史 |
| EIXEdison International | Stock | 8,157 | $41.7 萬 | 0.1% | −1,566−16.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,257 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $37.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,291 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $37.0 萬 | 0.1% | +801+56.7% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,348 | $36.9 萬 | 0.1% | +3,348 | 新進 | – |
| CATCaterpillar Inc | Stock | 886 | $36.0 萬 | 0.1% | −128−12.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,545 | $29.4 萬 | <0.1% | −160−5.9% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,685 | $27.7 萬 | <0.1% | +2,685 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 968 | $27.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,031 | $26.4 萬 | <0.1% | +1,031 | 新進 | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 5,125 | $24.6 萬 | <0.1% | −1,129−18.1% | 減碼 | – |
| HSYHershey Co | COM | 1,375 | $22.7 萬 | <0.1% | −200−12.7% | 減碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $19.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。