Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 52
- 較 2025 年第 3 季 +2
- 總值
- $6.61 億
- 較 2025 年第 3 季 +$2,526 萬 (+4.0%)
| 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 | 174,081 | $1.11 億 | 16.8% | −3,460−1.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 175,086 | $8,624 萬 | 13.0% | +4,005+2.3% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,532,303 | $7,611 萬 | 11.5% | −467,327−23.4% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,783,217 | $6,978 萬 | 10.5% | +976,360+54.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,172,033 | $5,936 萬 | 9.0% | −305,541−20.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 264,300 | $5,204 萬 | 7.9% | +3,253+1.2% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,009,529 | $4,657 萬 | 7.0% | +479,519+90.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 138,104 | $3,116 萬 | 4.7% | +300+0.2% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 978,112 | $2,863 萬 | 4.3% | +27,256+2.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 65,994 | $1,796 萬 | 2.7% | −5,285−7.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 58,341 | $1,745 萬 | 2.6% | −4,050−6.5% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 156,172 | $1,334 萬 | 2.0% | +34,986+28.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 47,015 | $1,224 萬 | 1.8% | −1,599−3.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 91,337 | $648.1 萬 | 1.0% | +18,917+26.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $544.8 萬 | 0.8% | −312−1.9% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 22,513 | $226.2 萬 | 0.3% | +2,632+13.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,346 | $196.0 萬 | 0.3% | −648−6.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,107 | $196.0 萬 | 0.3% | +37+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,910 | $183.3 萬 | 0.3% | −981−9.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,885 | $162.1 萬 | 0.2% | +173+3.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,476 | $159.0 萬 | 0.2% | +48+2.0% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $146.8 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,531 | $136.3 萬 | 0.2% | +293+5.6% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,340 | $119.3 萬 | 0.2% | +153+0.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,471 | $109.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $103.8 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,129 | $89.9 萬 | 0.1% | −41−1.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $59.1 萬 | 0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 1,631 | $57.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 9,137 | $53.8 萬 | 0.1% | −1,408−13.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 736 | $46.4 萬 | 0.1% | −90−10.9% | 減碼 | 歷史 |
| EIXEdison International | Stock | 7,587 | $45.5 萬 | 0.1% | −611−7.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,794 | $45.4 萬 | 0.1% | +27+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,376 | $44.6 萬 | 0.1% | +85+6.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $41.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 8,174 | $41.5 萬 | 0.1% | +3,712+83.2% | 加碼 | – |
| BABoeing Co | Stock | 1,702 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $40.6 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,156 | $35.6 萬 | 0.1% | −101−3.1% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,110 | $34.3 萬 | 0.1% | −186−5.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,546 | $31.6 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 993 | $31.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,969 | $30.9 萬 | <0.1% | +538+5.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,066 | $30.3 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,384 | $29.8 萬 | <0.1% | +5,384 | 新進 | – |
| HSYHershey Co | COM | 1,375 | $26.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,223 | $25.7 萬 | <0.1% | +353+12.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,600 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 4,666 | $25.0 萬 | <0.1% | −268−5.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 497 | $22.3 萬 | <0.1% | +11+2.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,868 | $20.4 萬 | <0.1% | +1,868 | 新進 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $19.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |