13F 机构持仓

Crewe Advisors LLC

SALT LAKE CITY UT · SEC CIK 0001730033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$13.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.1%
PACS 7.5%
IJH 5.8%
SPY 5.6%
IEFA 4.7%
BND 4.2%
ESGV 3.5%
BRK/A 3.4%
DBEF 3.2%
PULS 2.9%

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
KMB KIMBERLY-CLARK CORP $5,0230.00%52 26100.0% $2,512 加仓
VIGI VANGUARD WHITEHALL FDS $5,0430.00%57 00.0% — 不变
E ENI SPA $5,0950.00%90 00.0% — 不变
ONTO ONTO INNOVATION INC $5,1270.00%25 00.0% — 不变
BIIB BIOGEN INC $5,1340.00%28 17154.5% $3,117 加仓
EXPD EXPEDITORS INTL WASH INC $5,1570.00%36 00.0% — 不变
BBDC BARINGS BDC INC $5,1850.00%630 00.0% — 不变
OWL BLUE OWL CAPITAL INC $5,2050.00%570 -133-18.9% -$1,214 重新持有
VSNT VERSANT MEDIA GROUP INC $5,2200.00%141 141— $5,220 新建仓
AMLP ALPS ETF TR $5,2640.00%100 100— $5,264 新建仓
VECO VEECO INSTRS INC DEL $5,3500.00%158 00.0% — 不变
DG DOLLAR GEN CORP $5,4020.00%45 00.0% — 不变
VCEL VERICEL CORP $5,4050.00%168 -138-45.1% -$4,440 减仓
CAVA CAVA GROUP INC $5,4210.00%67 711.7% $566 加仓
DVN DEVON ENERGY CORP NEW $5,4350.00%108 1921.3% $956 加仓
TD TORONTO DOMINION BK ONT $5,5060.00%59 00.0% — 不变
CLBT CELLEBRITE DI LTD $5,5120.00%400 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL $5,5540.00%160 00.0% — 不变
ECL ECOLAB INC $5,5880.00%21 17425.0% $4,524 加仓
TEAM ATLASSIAN CORPORATION $5,5970.00%82 912.3% $614 加仓
ROST ROSS STORES INC $5,6330.00%26 16160.0% $3,466 加仓
IEX IDEX CORP $5,6870.00%30 00.0% — 不变
POWI POWER INTEGRATIONS INC $5,7350.00%112 00.0% — 不变
COIN COINBASE GLOBAL INC $5,7630.00%33 937.5% $1,572 加仓
TRGP TARGA RES CORP $5,7670.00%23 20666.7% $5,015 加仓
CTRI CENTURI HOLDINGS INC $5,8420.00%200 00.0% — 不变
— PURPLE INNOVATION INC $5,8510.00%8,849 00.0% — 不变
IMAX IMAX CORP $5,8920.00%155 155— $5,892 新建仓
VICI VICI PPTYS INC $5,9560.00%218 191707.4% $5,218 加仓
CACI CACI INTL INC $5,9830.00%11 00.0% — 不变
RRX REGAL REXNORD CORPORATION $5,9930.00%32 00.0% — 不变
HAL HALLIBURTON CO $6,0000.00%154 10.7% $39 加仓
TLH ISHARES TR $6,0440.00%60 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $6,0860.00%233 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $6,0900.00%255 00.0% — 不变
BOND PIMCO ETF TR $6,0910.00%66 00.0% — 不变
TRTX TPG RE FIN TR INC $6,1000.00%781 00.0% — 不变
HAUZ DBX ETF TR $6,1010.00%270 -81-23.1% -$1,830 减仓
OKE ONEOK INC NEW $6,1470.00%68 40142.9% $3,616 加仓
HCA HCA HEALTHCARE INC $6,1530.00%13 685.7% $2,840 加仓
CM CANADIAN IMPERIAL BANK OF CO $6,1590.00%65 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $6,1820.00%8 00.0% — 不变
DAR DARLING INGREDIENTS INC $6,1850.00%100 00.0% — 不变
RKLB ROCKET LAB CORP $6,3580.00%99 00.0% — 不变
SHM SPDR SERIES TRUST $6,3620.00%133 133— $6,362 新建仓
ROP ROPER TECHNOLOGIES INC $6,3700.00%18 -14-43.8% -$4,954 减仓
DAPP VANECK ETF TRUST $6,4310.00%431 10.2% $15 加仓
WAL WESTERN ALLIANCE BANCORP $6,4540.00%91 1519.7% $1,064 加仓
MSCI MSCI INC $6,4690.00%12 -3-20.0% -$1,617 减仓
CRBN ISHARES TR $6,5210.00%29 00.0% — 不变
KWR QUAKER HOUGHTON $6,5850.00%53 00.0% — 不变
WTM WHITE MTNS INS GROUP LTD $6,5910.00%3 00.0% — 不变
UPS UNITED PARCEL SVCS INC $6,5920.00%67 46219.0% $4,526 加仓
ZS ZSCALER INC $6,5940.00%47 38422.2% $5,331 加仓
SSNC SS&C TECH HLDGS $6,6220.00%98 66.5% $405 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $6,6350.00%306 00.0% — 不变
CBRE CBRE GROUP INC $6,6380.00%49 1858.1% $2,438 加仓
QQQM INVESCO EXCH TRADED FD TR II $6,6640.00%28 -2-6.7% -$476 减仓
ABNB AIRBNB INC $6,6850.00%53 -7-11.7% -$883 减仓
SRAD SPORTRADAR GROUP AG $6,6960.00%400 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $6,7490.00%110 3750.7% $2,270 加仓
PYPL PAYPAL HLDGS INC $6,7850.00%150 87138.1% $3,935 加仓
BCE BCE INC $6,7900.00%269 00.0% — 不变
CNP CENTERPOINT ENERGY INC $6,8200.00%158 00.0% — 不变
RGEN REPLIGEN CORP $6,8340.00%58 36163.6% $4,242 加仓
— RENAISSANCE CAP GREENWICH FD $6,9110.00%165 10.6% $42 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $6,9140.00%361 00.0% — 不变
MELI MERCADOLIBRE INC $6,9170.00%4 -1-20.0% -$1,729 减仓
PRU PRUDENTIAL FINL INC $6,9360.00%71 37108.8% $3,615 加仓
AJG GALLAGHER ARTHUR J & CO $7,0890.00%33 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $7,1580.00%26 1173.3% $3,028 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $7,1600.00%212 00.0% — 不变
PH PARKER-HANNIFIN CORP $7,1620.00%8 7700.0% $6,267 加仓
CVS CVS HEALTH CORP $7,2540.00%101 -38-27.3% -$2,729 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $7,3080.00%37 1037.0% $1,975 加仓
LNG CHENIERE ENERGY INC $7,3780.00%26 17188.9% $4,824 加仓
RSG REPUBLIC SVCS INC $7,4470.00%34 -5-12.8% -$1,095 减仓
FANG DIAMONDBACK ENERGY INC $7,5170.00%38 -13-25.5% -$2,572 减仓
ELF E L F BEAUTY INC $7,6980.00%127 -21-14.2% -$1,273 减仓
TFC TRUIST FINL CORP $7,7230.00%168 1612,300.0% $7,401 加仓
VEEV VEEVA SYS INC $7,7300.00%44 822.2% $1,405 加仓
CARG CARGURUS INC $7,7980.00%229 185420.5% $6,300 加仓
IJS ISHARES TR $7,8180.00%66 00.0% — 不变
CPAY CORPAY INC $7,8570.00%27 13.8% $291 加仓
TGTX TG THERAPEUTICS INC $7,8740.00%237 196478.0% $6,512 加仓
SYF SYNCHRONY FINANCIAL $7,8910.00%116 86286.7% $5,850 加仓
IONQ IONQ INC $7,9290.00%275 -24-8.0% -$692 减仓
— ADVISOR MANAGED PORTFOLIOS $7,9420.00%254 00.0% — 不变
— STELLUS CAP INVT CORP $8,0130.00%870 374.4% $341 加仓
CNS COHEN & STEERS INC $8,0690.00%129 00.0% — 不变
OIH VANECK ETF TRUST $8,0850.00%20 00.0% — 不变
BALL BALL CORP $8,1580.00%138 00.0% — 不变
CHT CHUNGHWA TELECOM CO LTD $8,1950.00%194 00.0% — 不变
— SPROTT FDS TR $8,2020.00%280 31.1% $88 加仓
KEX KIRBY CORP $8,2390.00%62 51463.6% $6,777 加仓
EFG ISHARES TR $8,2420.00%74 00.0% — 不变
CHDN CHURCHILL DOWNS INC $8,3550.00%93 00.0% — 不变
NOVT NOVANTA INC $8,3860.00%71 58446.2% $6,851 加仓
WDC WESTERN DIGITAL CORP $8,3860.00%31 23287.5% $6,222 加仓
CCL CARNIVAL CORP $8,6190.00%333 -89-21.1% -$2,304 减仓