Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 50
- 較 2025 年第 2 季 +4
- 總值
- $6.36 億
- 較 2025 年第 2 季 +$3,268 萬 (+5.4%)
| 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 | 177,541 | $1.10 億 | 17.2% | −467−0.3% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,999,630 | $9,936 萬 | 15.6% | +68,812+3.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 171,081 | $8,323 萬 | 13.1% | +1,651+1.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,477,574 | $7,478 萬 | 11.8% | +56,362+4.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 261,047 | $4,857 萬 | 7.6% | +6,862+2.7% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,806,857 | $4,530 萬 | 7.1% | +47,811+2.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 137,804 | $2,988 萬 | 4.7% | +3,080+2.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 950,856 | $2,783 萬 | 4.4% | +33,425+3.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 530,010 | $2,452 萬 | 3.9% | +9,177+1.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 62,391 | $1,829 萬 | 2.9% | −1,604−2.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 71,279 | $1,823 萬 | 2.9% | −3,263−4.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 48,614 | $1,235 萬 | 1.9% | −30,783−38.8% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 121,186 | $976.2 萬 | 1.5% | +5,097+4.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 72,420 | $482.3 萬 | 0.8% | +329+0.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 16,685 | $404.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,070 | $212.6 萬 | 0.3% | +21+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,891 | $209.7 萬 | 0.3% | −35−0.3% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,881 | $199.7 萬 | 0.3% | +1,203+6.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,994 | $191.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,428 | $178.1 萬 | 0.3% | +11+0.5% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $141.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,238 | $119.3 萬 | 0.2% | +504+10.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,712 | $113.8 萬 | 0.2% | +49+1.1% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,187 | $112.2 萬 | 0.2% | −288−1.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,471 | $105.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $98.0 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,170 | $79.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 10,545 | $61.9 萬 | 0.1% | −420−3.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,631 | $58.8 萬 | 0.1% | −12−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $56.9 萬 | 0.1% | +48+2.9% | 加碼 | – |
| EIXEdison International | Stock | 8,198 | $43.5 萬 | 0.1% | +41+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,767 | $42.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 826 | $41.3 萬 | 0.1% | −60−6.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $40.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,291 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $38.3 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,702 | $36.8 萬 | 0.1% | −214−11.2% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,296 | $36.3 萬 | 0.1% | −52−1.6% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,257 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,870 | $30.3 萬 | <0.1% | +185+6.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,032 | $29.9 萬 | <0.1% | +1+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,545 | $28.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 993 | $28.6 萬 | <0.1% | +25+2.6% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,375 | $26.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 4,934 | $25.6 萬 | <0.1% | −191−3.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 4,462 | $22.5 萬 | <0.1% | +4,462 | 新進 | – |
| TJXTJX Companies Inc | Stock | 1,600 | $22.2 萬 | <0.1% | +1,600 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 486 | $21.2 萬 | <0.1% | +486 | 新進 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $19.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,431 | $17.1 萬 | <0.1% | +10,431 | 新進 | 歷史 |