Crewe Advisors LLC
SALT LAKE CITY UT · SEC CIK 0001730033
$11.72亿2026Q1 申报市值
1,038持仓数
53.0%前十大占比 · 第一大 12.1%
72 / 112新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PACS 加仓+$1,947.64万
MEAR 新建仓+$1,547.28万
IVV 加仓+$1,050.36万
MSFT 加仓+$889.96万
IEFA 加仓+$567.83万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$956.70万
PULS 减仓-$423.53万
CVX 减仓-$210.13万
GOOGL 减仓-$209.52万
TJX 减仓-$84.26万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $11.20万 | 0.01% | 384 | 10 | 2.7% | $2,917 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $11.26万 | 0.01% | 2,350 | -400 | -14.5% | -$1.92万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $11.30万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $11.46万 | 0.01% | 3,000 | 3,000 | — | $11.46万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $11.52万 | 0.01% | 250 | 18 | 7.8% | $8,298 | 加仓 |
| NKE | NIKE INC | $11.61万 | 0.01% | 2,197 | 807 | 58.1% | $4.26万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $11.80万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $11.81万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $11.82万 | 0.01% | 568 | 10 | 1.8% | $2,081 | 加仓 |
| MTUM | ISHARES TR | $11.83万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.88万 | 0.01% | 1,005 | -2 | -0.2% | -$236 | 减仓 |
| ENB | ENBRIDGE INC | $11.89万 | 0.01% | 2,197 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $11.95万 | 0.01% | 2,829 | 900 | 46.7% | $3.80万 | 加仓 |
| RBLX | ROBLOX CORP | $11.96万 | 0.01% | 2,115 | 19 | 0.9% | $1,075 | 加仓 |
| GWW | WW GRAINGER INC | $12.11万 | 0.01% | 111 | 1 | 0.9% | $1,091 | 加仓 |
| BF/A | BROWN FORMAN CORP | $12.26万 | 0.01% | 4,577 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $12.29万 | 0.01% | 295 | 25 | 9.3% | $1.04万 | 加仓 |
| SHLD | GLOBAL X FDS | $12.33万 | 0.01% | 1,741 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $12.37万 | 0.01% | 1,605 | 254 | 18.8% | $1.96万 | 加仓 |
| AZZ | AZZ INC | $12.51万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $12.62万 | 0.01% | 2,211 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $12.62万 | 0.01% | 452 | -1 | -0.2% | -$279 | 减仓 |
| HEI/A | HEICO CORP NEW | $12.64万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $12.77万 | 0.01% | 1,270 | -1,306 | -50.7% | -$13.13万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $12.87万 | 0.01% | 1,841 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $12.97万 | 0.01% | 4,748 | 4,748 | — | $12.97万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $13.17万 | 0.01% | 193 | -32 | -14.2% | -$2.18万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $13.18万 | 0.01% | 526 | 139 | 35.9% | $3.48万 | 加仓 |
| TOST | TOAST INC | $13.26万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $13.45万 | 0.01% | 4,082 | 0 | 0.0% | — | 不变 |
| TPC | TUTOR PERINI CORP | $13.51万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $13.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $13.60万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $13.82万 | 0.01% | 1,810 | 1,810 | — | $13.82万 | 新建仓 |
| — | ENERGOUS CORP | $14.12万 | 0.01% | 9,000 | 9,000 | — | $14.12万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $14.27万 | 0.01% | 4,845 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $14.32万 | 0.01% | 598 | -6 | -1.0% | -$1,436 | 减仓 |
| ARTY | ISHARES TR | $14.39万 | 0.01% | 3,093 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $14.48万 | 0.01% | 957 | 6 | 0.6% | $908 | 加仓 |
| CI | THE CIGNA GROUP | $14.67万 | 0.01% | 550 | -102 | -15.6% | -$2.72万 | 减仓 |
| CMS | CMS ENERGY CORP | $14.78万 | 0.01% | 1,905 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $15.01万 | 0.01% | 5,089 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $15.09万 | 0.01% | 2,098 | 19 | 0.9% | $1,367 | 加仓 |
| COP | CONOCOPHILLIPS | $15.11万 | 0.01% | 1,145 | 85 | 8.0% | $1.12万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $15.31万 | 0.01% | 1,811 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $15.40万 | 0.01% | 1,175 | 33 | 2.9% | $4,326 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $15.68万 | 0.01% | 2,695 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $15.79万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $16.00万 | 0.01% | 9,293 | 246 | 2.7% | $4,236 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $16.02万 | 0.01% | 11,543 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $16.06万 | 0.01% | 2,019 | 20 | 1.0% | $1,591 | 加仓 |
| ETR | ENTERGY CORP NEW | $16.13万 | 0.01% | 1,436 | 6 | 0.4% | $674 | 加仓 |
| GLW | CORNING INC | $16.36万 | 0.01% | 1,203 | 25 | 2.1% | $3,399 | 加仓 |
| NOBL | PROSHARES TR | $16.57万 | 0.01% | 1,563 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $16.61万 | 0.01% | 1,740 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $17.17万 | 0.01% | 3,421 | 250 | 7.9% | $1.26万 | 加仓 |
| PPG | PPG INDS INC | $18.04万 | 0.02% | 1,688 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $18.26万 | 0.02% | 6,298 | -35 | -0.6% | -$1,015 | 减仓 |
| AZN | ASTRAZENECA PLC | $18.48万 | 0.02% | 937 | 937 | — | $18.48万 | 新建仓 |
| KR | KROGER CO | $18.61万 | 0.02% | 2,572 | -15 | -0.6% | -$1,085 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $18.90万 | 0.02% | 6,785 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $18.91万 | 0.02% | 31,150 | -6,594 | -17.5% | -$4.00万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $19.20万 | 0.02% | 1,388 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $19.21万 | 0.02% | 537 | 30 | 5.9% | $1.07万 | 加仓 |
| IDEV | ISHARES TR | $19.45万 | 0.02% | 2,327 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $19.63万 | 0.02% | 2,227 | 1,212 | 119.4% | $10.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $19.74万 | 0.02% | 464 | 29 | 6.7% | $1.23万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $19.75万 | 0.02% | 2,100 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $19.77万 | 0.02% | 2,394 | 80 | 3.5% | $6,606 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $19.77万 | 0.02% | 1,814 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $19.77万 | 0.02% | 689 | 12 | 1.8% | $3,444 | 加仓 |
| IREN | IREN LIMITED | $21.77万 | 0.02% | 6,350 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $21.84万 | 0.02% | 10,550 | -46 | -0.4% | -$952 | 减仓 |
| BKH | BLACK HILLS CORP | $21.88万 | 0.02% | 3,153 | 13 | 0.4% | $902 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $22.05万 | 0.02% | 4,640 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $22.18万 | 0.02% | 3,009 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.33万 | 0.02% | 500 | -4 | -0.8% | -$1,786 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.43万 | 0.02% | 7,699 | 1 | 0.0% | $29 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.60万 | 0.02% | 20,432 | 8,000 | 64.4% | $8.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $22.73万 | 0.02% | 7,918 | 213 | 2.8% | $6,115 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.13万 | 0.02% | 1,562 | -41 | -2.6% | -$6,072 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.15万 | 0.02% | 1,180 | 30 | 2.6% | $5,887 | 加仓 |
| CRM | SALESFORCE INC | $23.50万 | 0.02% | 1,259 | 38 | 3.1% | $7,093 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $24.05万 | 0.02% | 8,843 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $24.48万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $24.80万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $25.00万 | 0.02% | 1,608 | -128 | -7.4% | -$1.99万 | 减仓 |
| NUE | NUCOR CORP | $25.11万 | 0.02% | 1,485 | -411 | -21.7% | -$6.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.99万 | 0.02% | 430 | 10 | 2.4% | $6,044 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $26.16万 | 0.02% | 2,596 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $26.40万 | 0.02% | 1,215 | 18 | 1.5% | $3,911 | 加仓 |
| — | ELECTRONIC ARTS INC | $26.89万 | 0.02% | 1,319 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $27.07万 | 0.02% | 4,698 | 647 | 16.0% | $3.73万 | 加仓 |
| PPL | PPL CORP | $27.17万 | 0.02% | 7,112 | 15 | 0.2% | $573 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.52万 | 0.02% | 705 | 21 | 3.1% | $8,199 | 加仓 |
| IQDF | FLEXSHARES TR | $27.58万 | 0.02% | 8,707 | -4,015 | -31.6% | -$12.72万 | 减仓 |
| FDX | FEDEX CORP | $28.10万 | 0.02% | 789 | 12 | 1.5% | $4,274 | 加仓 |
| PEP | PEPSICO INC | $28.19万 | 0.02% | 1,815 | -104 | -5.4% | -$1.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.33万 | 0.02% | 3,558 | 143 | 4.2% | $1.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $28.95万 | 0.02% | 1,260 | 32 | 2.6% | $7,353 | 加仓 |