Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 52
- 較 2025 年第 4 季 0
- 總值
- $6.68 億
- 較 2025 年第 4 季 +$663.6 萬 (+1.0%)
| 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 | 172,623 | $1.11 億 | 16.7% | −1,458−0.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 183,782 | $8,941 萬 | 13.4% | +8,696+5.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,537,220 | $7,629 萬 | 11.4% | +4,917+0.3% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,791,682 | $6,954 萬 | 10.4% | +8,465+0.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,194,881 | $6,037 萬 | 9.0% | +22,848+1.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 250,460 | $5,074 萬 | 7.6% | −13,840−5.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,010,771 | $4,637 萬 | 6.9% | +1,242+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 137,671 | $3,096 萬 | 4.6% | −433−0.3% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 988,122 | $2,880 萬 | 4.3% | +10,010+1.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 63,769 | $1,783 萬 | 2.7% | −2,225−3.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 58,103 | $1,759 萬 | 2.6% | −238−0.4% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 178,638 | $1,586 萬 | 2.4% | +22,466+14.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 46,961 | $1,237 萬 | 1.9% | −54−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 102,203 | $783.3 萬 | 1.2% | +10,866+11.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $544.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,346 | $219.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,654 | $197.6 萬 | 0.3% | −2,859−12.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,538 | $189.2 萬 | 0.3% | −372−3.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,466 | $166.9 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,812 | $161.7 萬 | 0.2% | −73−1.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,802 | $159.8 萬 | 0.2% | −305−7.4% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $157.1 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,636 | $140.7 萬 | 0.2% | +105+1.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,472 | $124.8 萬 | 0.2% | +132+0.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,468 | $110.2 萬 | 0.2% | −3−0.1% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $106.5 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,108 | $92.8 萬 | 0.1% | −21−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $59.6 萬 | 0.1% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 9,137 | $59.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 736 | $56.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 7,656 | $54.8 萬 | 0.1% | +69+0.9% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,631 | $54.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,588 | $48.7 萬 | 0.1% | −206−7.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,416 | $43.9 萬 | 0.1% | +40+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $42.2 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 8,345 | $42.1 萬 | 0.1% | +171+2.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,477 | $37.6 萬 | 0.1% | −69−2.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,702 | $37.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,244 | $33.4 萬 | 0.1% | +1,578+33.8% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,132 | $32.5 萬 | <0.1% | −24−0.8% | 減碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,384 | $32.2 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,069 | $31.4 萬 | <0.1% | +3+0.1% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 11,539 | $29.5 萬 | <0.1% | +570+5.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,375 | $26.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 993 | $24.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 2,374 | $24.0 萬 | <0.1% | +2,374 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,144 | $23.6 萬 | <0.1% | −966−31.1% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,540 | $23.2 萬 | <0.1% | +317+9.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,868 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATCXAtlas Critical Minerals Corp | ORD SHS NEW | 10,806 | $5.47 萬 | <0.1% | +10,806 | 新進 | 歷史 |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。