Crane Advisory, LLC
- SEC CIK
- 0001951283
- 最新申報
- 2026/7/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 55
- 較 2026 年第 1 季 +3
- 總值
- $6.97 億
- 較 2026 年第 1 季 +$2,852 萬 (+4.3%)
| 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 | 171,763 | $1.19 億 | 17.0% | −860−0.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,113,696 | $9,640 萬 | 13.8% | +11,004+1.0% | 加碼依 6 比 1 拆股換算 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,528,318 | $7,584 萬 | 10.9% | −8,902−0.6% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,844,705 | $6,978 萬 | 10.0% | +53,023+1.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,198,932 | $6,052 萬 | 8.7% | +4,051+0.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 247,476 | $5,416 萬 | 7.8% | −2,984−1.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,026,233 | $4,645 萬 | 6.7% | +15,462+1.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 136,218 | $3,257 萬 | 4.7% | −1,453−1.1% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 995,137 | $2,882 萬 | 4.1% | +7,015+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 64,565 | $1,924 萬 | 2.8% | +796+1.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 234,747 | $1,892 萬 | 2.7% | +2,335+1.0% | 加碼依 4 比 1 拆股換算 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 193,146 | $1,726 萬 | 2.5% | +14,508+8.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 43,105 | $1,437 萬 | 2.1% | −3,856−8.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 104,012 | $812.4 萬 | 1.2% | +1,809+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 16,373 | $579.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 24,384 | $245.2 萬 | 0.4% | +4,730+24.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,346 | $233.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,538 | $197.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $185.6 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,798 | $170.1 萬 | 0.2% | −14−0.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,467 | $163.9 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,782 | $151.7 萬 | 0.2% | −20−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,572 | $139.2 萬 | 0.2% | −64−1.1% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,501 | $126.3 萬 | 0.2% | +29+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,468 | $117.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,126 | $115.9 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 16,281 | $81.7 萬 | 0.1% | +7,936+95.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,108 | $76.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 737 | $64.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,722 | $63.8 萬 | 0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 1,631 | $60.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 7,660 | $59.8 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 8,802 | $57.9 萬 | 0.1% | −335−3.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,416 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,588 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,213 | $45.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,539 | $39.0 萬 | 0.1% | +1,395+65.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,605 | $38.0 萬 | 0.1% | +128+5.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,071 | $36.8 萬 | 0.1% | +2+0.1% | 加碼 | – |
| BABoeing Co | Stock | 1,701 | $36.5 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 5,763 | $33.1 萬 | <0.1% | −481−7.7% | 減碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 5,411 | $31.7 萬 | <0.1% | +27+0.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 2,964 | $29.6 萬 | <0.1% | −168−5.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,424 | $27.9 萬 | <0.1% | +2,424 | 新進 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 2,413 | $27.4 萬 | <0.1% | +39+1.6% | 加碼 | – |
| HSYHershey Co | COM | 1,375 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,868 | $23.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 4,364 | $22.5 萬 | <0.1% | +4,364 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 993 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 11,950 | $21.4 萬 | <0.1% | +411+3.6% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,400 | $21.2 萬 | <0.1% | +2,400 | 新進 | – |
| MUMicron Technology Inc | Stock | 245 | $20.9 萬 | <0.1% | +245 | 新進 | 歷史 |
| ATCXAtlas Critical Minerals Corp | ORD SHS NEW | 10,806 | $3.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。