13F 机构持仓

Crewe Advisors LLC

SALT LAKE CITY UT · SEC CIK 0001730033

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.7%
PACS 10.2%
IJH 5.8%
SPY 5.7%
IEFA 4.6%
BND 3.7%
ESGV 3.5%
DBEF 3.1%
PULS 3.0%
BRK/A 3.0%

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
APD AIR PRODUCTS AND CHEMICALS I $3.37万0.00%115 3951.3% $1.14万 加仓
VDC VANGUARD WORLD FD $3.38万0.00%150 00.0% — 不变
EFG ISHARES TR $3.38万0.00%272 198267.6% $2.46万 加仓
CVS CVS HEALTH CORP $3.41万0.00%330 229226.7% $2.37万 加仓
CINF CINCINNATI FINL CORP $3.41万0.00%184 102124.4% $1.89万 加仓
MNKD MANNKIND CORP $3.44万0.00%8,074 00.0% — 不变
SHYG ISHARES TR $3.48万0.00%821 38186.6% $1.62万 重新持有
DE DEERE & CO $3.49万0.00%55 47.8% $2,537 加仓
EMR EMERSON ELEC CO $3.51万0.00%245 215716.7% $3.08万 加仓
SPEM SPDR INDEX SHS FDS $3.51万0.00%678 599758.2% $3.10万 加仓
FNDF SCHWAB STRATEGIC TR $3.53万0.00%669 81.2% $422 加仓
XBI SPDR SERIES TRUST $3.64万0.00%230 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3.64万0.00%97 1619.8% $6,005 加仓
CB CHUBB LIMITED $3.65万0.00%107 2530.5% $8,519 加仓
DHI D R HORTON INC $3.65万0.00%224 2412.0% $3,909 加仓
USB US BANCORP $3.68万0.00%607 421226.3% $2.55万 加仓
AVDV AMERICAN CENTY ETF TR $3.71万0.00%360 00.0% — 不变
HOOD ROBINHOOD MKTS INC $3.72万0.00%371 -40-9.7% -$4,011 减仓
DTM DT MIDSTREAM INC $3.73万0.00%254 00.0% — 不变
F FORD MTR CO $3.74万0.00%2,693 -16-0.6% -$222 减仓
AGNC AGNC INVT CORP $3.75万0.00%3,417 1,12649.1% $1.23万 加仓
ADI ANALOG DEVICES INC $3.77万0.00%95 54131.7% $2.14万 加仓
FOUR SHIFT4 PMTS INC $3.79万0.00%779 00.0% — 不变
UFOX ETF SER SOLUTIONS $3.80万0.00%400 00.0% — 不变
CVNA CARVANA CO $3.80万0.00%578 336.1% $2,172 加仓
IPGP IPG PHOTONICS CORP $3.81万0.00%325 00.0% — 不变
DKS DICKS SPORTING GOODS INC $3.83万0.00%169 169— $3.83万 新建仓
DDOG DATADOG INC $3.85万0.00%148 3531.0% $9,113 加仓
CPRT COPART INC $3.86万0.00%1,371 25122.4% $7,076 加仓
SFM SPROUTS FMRS MKT INC $3.89万0.00%460 30.7% $254 加仓
SLV ISHARES SILVER TR $3.90万0.00%729 00.0% — 不变
DFIP DIMENSIONAL ETF TRUST $3.90万0.00%945 00.0% — 不变
CFG CITIZENS FINL GROUP INC $3.92万0.00%559 224.1% $1,542 加仓
FNDA SCHWAB STRATEGIC TR $3.93万0.00%1,032 41968.4% $1.59万 加仓
EVRG EVERGY INC $3.98万0.00%461 325239.0% $2.81万 加仓
— DOMO INC $4.01万0.00%12,799 00.0% — 不变
PTC PTC INC $4.03万0.00%355 9034.0% $1.02万 加仓
JBBB JANUS DETROIT STR TR $4.05万0.00%856 40087.7% $1.89万 加仓
— AIRSHIP AI HLDGS INC $4.06万0.00%17,000 17,000— $4.06万 新建仓
MDT MEDTRONIC PLC $4.10万0.00%523 12932.7% $1.01万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $4.14万0.00%302 182151.7% $2.49万 加仓
MPC MARATHON PETE CORP $4.27万0.00%167 3728.5% $9,460 加仓
CRWV COREWEAVE INC $4.27万0.00%429 -36-7.7% -$3,583 减仓
EXPE EXPEDIA GROUP INC $4.27万0.00%167 1610.6% $4,094 加仓
NEU NEWMARKET CORP $4.28万0.00%54 2058.8% $1.59万 加仓
QEFA SPDR INDEX SHS FDS $4.28万0.00%446 446— $4.28万 新建仓
LITE LUMENTUM HLDGS INC $4.29万0.00%50 613.6% $5,148 加仓
LOPE GRAND CANYON ED INC $4.29万0.00%300 00.0% — 不变
NVMI NOVA LTD $4.45万0.00%82 79.3% $3,801 加仓
PGR PROGRESSIVE CORP $4.46万0.00%204 8470.0% $1.83万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $4.46万0.00%278 13189.1% $2.10万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $4.51万0.00%166 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $4.54万0.00%47 39487.5% $3.77万 加仓
DRAM ROUNDHILL ETF TRUST $4.57万0.00%619 619— $4.57万 新建仓
PSX PHILLIPS 66 $4.60万0.00%272 194248.7% $3.28万 加仓
LII LENNOX INTL INC $4.70万0.00%82 56215.4% $3.21万 加仓
DD DUPONT DE NEMOURS INC $4.76万0.00%351 -704-66.7% -$9.55万 减仓
CNI CANADIAN NATL RY CO $4.77万0.00%400 00.0% — 不变
MTB M & T BK CORP $4.78万0.00%201 1891,575.0% $4.50万 加仓
GOVT ISHARES TR $4.79万0.00%2,101 98187.6% $2.23万 加仓
WMB WILLIAMS COS INC $4.80万0.00%646 18740.7% $1.39万 加仓
OBDC BLUE OWL CAPITAL CORPORATION $4.82万0.00%4,432 -16,000-78.3% -$17.39万 减仓
MAR MARRIOTT INTL INC NEW $4.82万0.00%130 67106.3% $2.48万 加仓
SPMB SPDR SERIES TRUST $4.84万0.00%2,168 1,458205.4% $3.25万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $4.85万0.00%598 -156-20.7% -$1.26万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $4.86万0.00%648 -223-25.6% -$1.67万 减仓
INTU INTUIT $4.88万0.00%187 -18-8.8% -$4,698 减仓
ENTG ENTEGRIS INC $4.89万0.00%272 4117.7% $7,374 加仓
WSM WILLIAMS SONOMA INC $4.90万0.00%210 210— $4.90万 新建仓
SMH VANECK ETF TRUST $4.92万0.00%75 00.0% — 不变
AME AMETEK INC $4.94万0.00%204 155316.3% $3.75万 加仓
MNST MONSTER BEVERAGE CORP NEW $4.97万0.00%517 23482.7% $2.25万 加仓
ICOP ISHARES TR $4.97万0.00%1,010 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $4.97万0.00%777 -84-9.8% -$5,377 减仓
XLC SELECT SECTOR SPDR TR $4.98万0.00%465 9927.0% $1.06万 加仓
AIG AMERICAN INTL GROUP INC $5.00万0.00%671 -314-31.9% -$2.34万 减仓
FISV FISERV INC $5.07万0.00%1,033 495.0% $2,403 加仓
SPMD SPDR SERIES TRUST $5.07万0.00%750 00.0% — 不变
MRNA MODERNA INC $5.10万0.00%728 20.3% $140 加仓
STM STMICROELECTRONICS N V $5.15万0.00%688 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $5.15万0.00%515 -44-7.9% -$4,403 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $5.20万0.00%948 141.5% $769 加仓
ADP AUTOMATIC DATA PROCESSING IN $5.25万0.00%234 2161,200.0% $4.85万 加仓
MPWR MONOLITHIC PWR SYS INC $5.26万0.00%38 28280.0% $3.87万 加仓
BSV VANGUARD BD INDEX FDS $5.29万0.00%679 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $5.33万0.00%2,209 00.0% — 不变
XLP SELECT SECTOR SPDR TR $5.47万0.00%658 29782.3% $2.47万 加仓
SNOW SNOWFLAKE INC $5.57万0.00%219 125.8% $3,054 加仓
VYMI VANGUARD WHITEHALL FDS $5.59万0.00%569 00.0% — 不变
SPSM SPDR SERIES TRUST $5.63万0.00%976 736306.7% $4.24万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $5.66万0.00%628 00.0% — 不变
PWR QUANTA SVCS INC $5.69万0.00%79 1625.4% $1.15万 加仓
— MERLIN INC $5.69万0.00%10,000 10,000— $5.69万 新建仓
CME CME GROUP INC $5.74万0.00%260 5627.5% $1.24万 加仓
— DOLPHIN ENTMT INC $5.75万0.00%50,000 00.0% — 不变
CTRE CARETRUST REIT INC $5.83万0.00%1,445 00.0% — 不变
CRH CRH PLC $5.86万0.00%548 15940.9% $1.70万 加仓
QCOM QUALCOMM INC $5.94万0.00%321 14986.6% $2.76万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $6.01万0.00%659 28978.1% $2.64万 加仓
FDXF FEDEX FGHT HLDG CO INC $6.15万0.00%407 407— $6.15万 新建仓