Crewe Advisors LLC
SALT LAKE CITY UT · SEC CIK 0001730033
$13.80亿2026Q2 申报市值
1,135持仓数
54.3%前十大占比 · 第一大 11.7%
144 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PACS 加仓+$2,358.03万
HTZ 新建仓+$859.37万
PULS 加仓+$852.15万
IEFA 加仓+$447.71万
SPY 加仓+$322.01万
2026Q2 卖出最多 按季末市值估算
MEAR 清仓-$1,547.28万
EXXON MOBIL CORP 清仓-$420.08万
ORCL 减仓-$151.07万
IDA 清仓-$148.32万
IVV 减仓-$110.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| OTIS | OTIS WORLDWIDE CORP | $11.73万 | 0.01% | 1,638 | 33 | 2.1% | $2,363 | 加仓 |
| IYW | ISHARES TR | $11.96万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| — | TECOGEN INC NEW | $12.01万 | 0.01% | 23,000 | 23,000 | — | $12.01万 | 新建仓 |
| RBRK | RUBRIK INC. | $12.04万 | 0.01% | 1,500 | 1,500 | — | $12.04万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $12.05万 | 0.01% | 485 | 33 | 7.3% | $8,196 | 加仓 |
| MIDD | MIDDLEBY CORP | $12.21万 | 0.01% | 710 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $12.32万 | 0.01% | 1,185 | 40 | 3.5% | $4,158 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $12.38万 | 0.01% | 2,829 | 0 | 0.0% | — | 不变 |
| — | SYNTEC OPTICS HLDGS INC | $12.45万 | 0.01% | 10,000 | 4,000 | 66.7% | $4.98万 | 加仓 |
| SETM | SPROTT FDS TR | $12.48万 | 0.01% | 4,005 | 763 | 23.5% | $2.38万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $12.53万 | 0.01% | 2,000 | 1,200 | 150.0% | $7.52万 | 加仓 |
| BF/A | BROWN FORMAN CORP | $12.54万 | 0.01% | 4,577 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $12.54万 | 0.01% | 2,738 | 2,738 | — | $12.54万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $12.65万 | 0.01% | 1,371 | 212 | 18.3% | $1.96万 | 加仓 |
| MINT | PIMCO ETF TR | $12.80万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $12.81万 | 0.01% | 659 | 61 | 10.2% | $1.19万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $12.89万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $13.04万 | 0.01% | 1,032 | 251 | 32.1% | $3.17万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $13.08万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $13.16万 | 0.01% | 484 | 55 | 12.8% | $1.50万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $13.31万 | 0.01% | 460 | 130 | 39.4% | $3.76万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $13.41万 | 0.01% | 3,105 | 2,955 | 1,970.0% | $12.76万 | 加仓 |
| AVEX | AEVEX CORP | $13.58万 | 0.01% | 6,500 | 6,500 | — | $13.58万 | 新建仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $13.62万 | 0.01% | 60,000 | 60,000 | — | $13.62万 | 新建仓 |
| FLEX | FLEX LTD | $13.78万 | 0.01% | 850 | 850 | — | $13.78万 | 新建仓 |
| TOST | TOAST INC | $13.91万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $13.93万 | 0.01% | 1,841 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $13.93万 | 0.01% | 422 | 38 | 9.9% | $1.25万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $14.04万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $14.12万 | 0.01% | 2,605 | 408 | 18.6% | $2.21万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $14.17万 | 0.01% | 1,715 | 1,699 | 10,618.8% | $14.04万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $14.52万 | 0.01% | 335 | 86 | 34.5% | $3.73万 | 加仓 |
| TPC | TUTOR PERINI CORP | $14.52万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $14.54万 | 0.01% | 296 | 1 | 0.3% | $491 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $14.65万 | 0.01% | 595 | 27 | 4.8% | $6,648 | 加仓 |
| KR | KROGER CO | $14.74万 | 0.01% | 2,655 | 83 | 3.2% | $4,609 | 加仓 |
| T | AT&T INC | $14.80万 | 0.01% | 7,151 | 853 | 13.5% | $1.77万 | 加仓 |
| — | CINEVERSE CORP | $14.85万 | 0.01% | 50,000 | 29,000 | 138.1% | $8.61万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $15.02万 | 0.01% | 4,142 | 60 | 1.5% | $2,176 | 加仓 |
| DVY | ISHARES TR | $15.05万 | 0.01% | 963 | 6 | 0.6% | $938 | 加仓 |
| CI | THE CIGNA GROUP | $15.30万 | 0.01% | 555 | 5 | 0.9% | $1,378 | 加仓 |
| CMS | CMS ENERGY CORP | $15.38万 | 0.01% | 2,010 | 105 | 5.5% | $8,032 | 加仓 |
| — | SPROTT FDS TR | $15.41万 | 0.01% | 3,070 | 3,070 | — | $15.41万 | 新建仓 |
| AZZ | AZZ INC | $15.51万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $15.61万 | 0.01% | 579 | 163 | 39.2% | $4.39万 | 加仓 |
| GWW | WW GRAINGER INC | $15.64万 | 0.01% | 115 | 4 | 3.6% | $5,442 | 加仓 |
| COPX | GLOBAL X FDS | $15.83万 | 0.01% | 2,056 | 246 | 13.6% | $1.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $15.90万 | 0.01% | 1,860 | 1,820 | 4,550.0% | $15.56万 | 加仓 |
| MO | ALTRIA GROUP INC | $15.95万 | 0.01% | 2,209 | 643 | 41.1% | $4.64万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $16.03万 | 0.01% | 1,172 | -3 | -0.3% | -$410 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $16.13万 | 0.01% | 6,048 | 1,300 | 27.4% | $3.47万 | 加仓 |
| HYG | ISHARES TR | $16.39万 | 0.01% | 2,050 | 31 | 1.5% | $2,479 | 加仓 |
| ETR | ENTERGY CORP NEW | $16.72万 | 0.01% | 1,456 | 20 | 1.4% | $2,297 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $16.76万 | 0.01% | 4,845 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $16.84万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $17.16万 | 0.01% | 776 | 776 | — | $17.16万 | 新建仓 |
| XYZ | BLOCK INC | $17.28万 | 0.01% | 2,274 | 1,062 | 87.6% | $8.07万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $17.29万 | 0.01% | 206 | -61 | -22.8% | -$5.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.35万 | 0.01% | 4,097 | 676 | 19.8% | $2.86万 | 加仓 |
| HON | HONEYWELL INTL INC | $17.46万 | 0.01% | 780 | -723 | -48.1% | -$16.19万 | 减仓 |
| NOBL | PROSHARES TR | $17.56万 | 0.01% | 3,126 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $17.62万 | 0.01% | 5,089 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $17.68万 | 0.01% | 629 | 29 | 4.8% | $8,150 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $17.85万 | 0.01% | 1,811 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $17.86万 | 0.01% | 521 | 28 | 5.7% | $9,599 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $17.89万 | 0.01% | 2,479 | 381 | 18.2% | $2.75万 | 加仓 |
| HEI/A | HEICO CORP NEW | $18.11万 | 0.01% | 702 | 103 | 17.2% | $2.66万 | 加仓 |
| AZN | ASTRAZENECA PLC | $18.34万 | 0.01% | 967 | 30 | 3.2% | $5,689 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $18.65万 | 0.01% | 557 | 31 | 5.9% | $1.04万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $18.92万 | 0.01% | 7,705 | -213 | -2.7% | -$5,229 | 减仓 |
| — | PALLADYNE AI CORP | $18.94万 | 0.01% | 31,150 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $19.41万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $19.72万 | 0.01% | 1,390 | 1,390 | — | $19.72万 | 新建仓 |
| CRM | SALESFORCE INC | $19.96万 | 0.01% | 1,274 | 15 | 1.2% | $2,350 | 加仓 |
| — | LAIRD SUPERFOOD INC | $20.21万 | 0.01% | 43,002 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $20.32万 | 0.01% | 2,988 | 293 | 10.9% | $1.99万 | 加仓 |
| ILCG | ISHARES TR | $20.36万 | 0.01% | 1,740 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $20.47万 | 0.01% | 1,500 | 500 | 50.0% | $6.82万 | 加仓 |
| PPG | PPG INDS INC | $20.47万 | 0.01% | 1,688 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $20.72万 | 0.02% | 2,327 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $20.81万 | 0.02% | 45,246 | 20,246 | 81.0% | $9.31万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $20.87万 | 0.02% | 2,100 | 0 | 0.0% | — | 不变 |
| LWAY | LIFEWAY FOODS INC | $20.89万 | 0.02% | 7,000 | 7,000 | — | $20.89万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.10万 | 0.02% | 6,785 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $21.32万 | 0.02% | 10,629 | 79 | 0.7% | $1,585 | 加仓 |
| SPYG | SPDR SERIES TRUST | $21.38万 | 0.02% | 1,797 | 947 | 111.4% | $11.27万 | 加仓 |
| IAU | ISHARES GOLD TR | $21.38万 | 0.02% | 2,832 | 605 | 27.2% | $4.57万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $22.14万 | 0.02% | 1,888 | 74 | 4.1% | $8,679 | 加仓 |
| SPGI | S&P GLOBAL INC | $22.20万 | 0.02% | 545 | 81 | 17.5% | $3.30万 | 加仓 |
| SHLD | GLOBAL X FDS | $22.66万 | 0.02% | 3,795 | 2,054 | 118.0% | $12.26万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $22.81万 | 0.02% | 725 | 36 | 5.2% | $1.13万 | 加仓 |
| HGER | HARBOR ETF TRUST | $23.09万 | 0.02% | 7,870 | 7,870 | — | $23.09万 | 新建仓 |
| FTNT | FORTINET INC | $23.33万 | 0.02% | 1,519 | 182 | 13.6% | $2.80万 | 加仓 |
| BKH | BLACK HILLS CORP | $23.56万 | 0.02% | 3,166 | 13 | 0.4% | $967 | 加仓 |
| ARTY | ISHARES TR | $23.56万 | 0.02% | 3,093 | 0 | 0.0% | — | 不变 |
| — | SYNTEC OPTICS HLDGS INC | $23.71万 | 0.02% | 93,000 | 56,000 | 151.4% | $14.28万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $24.06万 | 0.02% | 6,052 | 6,020 | 18,812.5% | $23.93万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $24.68万 | 0.02% | 1,562 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $24.76万 | 0.02% | 11,543 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $25.00万 | 0.02% | 1,564 | -44 | -2.7% | -$7,034 | 减仓 |