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
LHX L3HARRIS TECHNOLOGIES INC $8,6290.00%25 18257.1% $6,213 加仓
QBTS D-WAVE QUANTUM INC $8,6580.00%600 00.0% — 不变
DKNG DRAFTKINGS INC NEW $8,7130.00%403 00.0% — 不变
SNPS SYNOPSYS INC $8,7230.00%22 16266.7% $6,344 加仓
BNS BANK NOVA SCOTIA B C $8,7340.00%126 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $8,7830.00%30 625.0% $1,757 加仓
TW TRADEWEB MKTS INC $8,8250.00%75 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE I $8,8320.00%149 -23-13.4% -$1,363 减仓
TER TERADYNE INC $8,8940.00%30 00.0% — 不变
WRD WERIDE INC $8,8990.00%1,100 00.0% — 不变
LIVN LIVANOVA PLC $8,8990.00%140 140— $8,899 新建仓
FSK FS KKR CAP CORP $8,9590.00%880 19528.5% $1,985 加仓
SMRT SMARTRENT INC $9,0000.00%6,000 00.0% — 不变
IAGG ISHARES TR $9,0580.00%181 162852.6% $8,107 加仓
EAT BRINKER INTL INC $9,1380.00%64 52433.3% $7,425 加仓
PSEC PROSPECT CAP CORP $9,1770.00%3,516 62321.5% $1,626 加仓
PSA PUBLIC STORAGE OPER CO $9,2100.00%34 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $9,3670.00%237 00.0% — 不变
BOX BOX INC $9,3860.00%397 -40-9.2% -$946 减仓
LDUR PIMCO ETF TR $9,5820.00%100 00.0% — 不变
FCX FREEPORT MCMORAN INC $9,5820.00%163 6363.0% $3,703 加仓
MP MP MATERIALS CORP $9,6520.00%200 00.0% — 不变
USB US BANCORP $9,6860.00%186 155500.0% $8,072 加仓
YUMC YUM CHINA HLDGS INC $9,7560.00%200 -116-36.7% -$5,658 减仓
SPDW SPDR INDEX SHS FDS $9,7890.00%214 -867-80.2% -$3.97万 减仓
IJT ISHARES TR $9,8410.00%68 00.0% — 不变
AIQ GLOBAL X FDS $9,8480.00%211 00.0% — 不变
UTI UNIVERSAL TECHNICAL INST INC $9,8560.00%273 -150-35.5% -$5,415 减仓
OKLO OKLO INC $9,9180.00%200 200— $9,918 新建仓
BWXT BWX TECHNOLOGIES INC $1.00万0.00%49 49— $1.00万 新建仓
SCHV SCHWAB STRATEGIC TR $1.01万0.00%330 10.3% $31 加仓
TMUS T-MOBILE US INC $1.01万0.00%48 923.1% $1,890 加仓
QTUM ETF SER SOLUTIONS $1.01万0.00%94 00.0% — 不变
STAG STAG INDUSTRIAL INC $1.01万0.00%280 5625.0% $2,019 加仓
TSCO TRACTOR SUPPLY CO $1.01万0.00%223 -16-6.7% -$725 减仓
CLF CLEVELAND-CLIFFS INC NEW $1.01万0.00%1,200 00.0% — 不变
— WARNER BROS DISCOVERY INC $1.02万0.00%370 195.4% $522 加仓
SNDK SANDISK CORP $1.02万0.00%16 16— $1.02万 新建仓
MSTR STRATEGY INC $1.02万0.00%82 -5-5.7% -$624 减仓
PTY PIMCO CORPORATE & INCOME OPP $1.03万0.00%850 00.0% — 不变
ARCC ARES CAPITAL CORP $1.03万0.00%570 6913.8% $1,243 加仓
EPR EPR PPTYS $1.03万0.00%206 63.0% $300 加仓
APLE APPLE HOSPITALITY REIT INC $1.04万0.00%900 00.0% — 不变
TDG TRANSDIGM GROUP INC $1.04万0.00%9 00.0% — 不变
ATR APTARGROUP INC $1.05万0.00%83 00.0% — 不变
AME AMETEK INC $1.05万0.00%49 00.0% — 不变
GBDC GOLUB CAP BDC INC $1.05万0.00%830 8311.1% $1,051 加仓
FTEC FIDELITY COVINGTON TRUST $1.06万0.00%51 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $1.08万0.00%1,945 00.0% — 不变
DLTR DOLLAR TREE INC $1.08万0.00%99 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $1.09万0.00%120 00.0% — 不变
WELL WELLTOWER INC $1.09万0.00%55 41292.9% $8,107 加仓
— GLADSTONE INVT CORP $1.09万0.00%766 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $1.09万0.00%149 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $1.09万0.00%238 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $1.09万0.00%10 00.0% — 不变
LTC LTC PPTYS INC $1.10万0.00%295 00.0% — 不变
RY ROYAL BK CDA $1.10万0.00%68 00.0% — 不变
FTV FORTIVE CORP $1.11万0.00%200 00.0% — 不变
— INSEEGO CORP $1.11万0.00%1,000 00.0% — 不变
EVRG EVERGY INC $1.11万0.00%136 93216.3% $7,619 加仓
HLT HILTON WORLDWIDE HLDGS INC $1.13万0.00%37 24184.6% $7,298 加仓
NANR SPDR INDEX SHS FDS $1.13万0.00%134 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $1.13万0.00%123 -16-11.5% -$1,473 减仓
LQD ISHARES TR $1.13万0.00%104 00.0% — 不变
ARR ARMOUR RESIDENTIAL REIT INC $1.15万0.00%690 00.0% — 不变
SPSM SPDR SERIES TRUST $1.16万0.00%240 -260-52.0% -$1.26万 减仓
MAIN MAIN STR CAP CORP $1.16万0.00%219 00.0% — 不变
BILL BILL HOLDINGS INC $1.18万0.00%307 00.0% — 不变
HUBB HUBBELL INC $1.18万0.00%24 14.3% $491 加仓
NTSX WISDOMTREE TR $1.18万0.00%227 00.0% — 不变
GERN GERON CORP $1.18万0.00%7,950 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.19万0.00%57 41256.2% $8,570 加仓
GRNY TIDAL TRUST I $1.19万0.00%500 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.19万0.00%64 48300.0% $8,954 加仓
ACWV ISHARES INC $1.20万0.00%100 00.0% — 不变
J JACOBS SOLUTIONS INC $1.20万0.00%94 1925.3% $2,419 加仓
GD GENERAL DYNAMICS CORP $1.20万0.00%35 24218.2% $8,237 加仓
LII LENNOX INTL INC $1.21万0.00%26 -62-70.5% -$2.88万 减仓
CVLT COMMVAULT SYS INC $1.21万0.00%155 3832.5% $2,960 加仓
JCI JOHNSON CONTROLS INTERNATION $1.24万0.00%95 64206.5% $8,383 加仓
NUMG NUSHARES ETF TR $1.24万0.00%303 -3-1.0% -$123 减仓
FIS FIDELITY NATL INFORMATION SV $1.25万0.00%267 4017.6% $1,876 加仓
MOD MODINE MFG CO $1.28万0.00%59 48436.4% $1.04万 加仓
CINF CINCINNATI FINL CORP $1.29万0.00%82 00.0% — 不变
ADI ANALOG DEVICES INC $1.30万0.00%41 31310.0% $9,863 加仓
SNA SNAP ON INC $1.31万0.00%36 26260.0% $9,444 加仓
— FUNDRISE INNOVATION FD LLC $1.31万0.00%100 100— $1.31万 新建仓
KMI KINDER MORGAN INC DEL $1.33万0.00%396 328482.4% $1.10万 加仓
FREL FIDELITY COVINGTON TRUST $1.33万0.00%494 00.0% — 不变
DDOG DATADOG INC $1.33万0.00%113 21.8% $236 加仓
PPLT ABRDN PLATINUM ETF TRUST $1.34万0.00%75 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $1.38万0.00%649 551562.2% $1.17万 加仓
SFL SFL CORPORATION LTD $1.38万0.00%1,281 241.9% $259 加仓
YETI YETI HLDGS INC $1.39万0.00%379 185.0% $659 加仓
O REALTY INCOME CORP $1.39万0.00%227 73.2% $428 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $1.39万0.00%264 264— $1.39万 新建仓
BKGI BNY MELLON ETF TRUST $1.39万0.00%313 00.0% — 不变
PSX PHILLIPS 66 $1.42万0.00%78 1625.8% $2,915 加仓
ET ENERGY TRANSFER L P $1.46万0.00%754 10.1% $19 加仓