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 |
|---|---|---|---|---|---|---|---|---|
| CTRE | CARETRUST REIT INC | $5.30万 | 0.00% | 1,445 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.32万 | 0.00% | 249 | 105 | 72.9% | $2.24万 | 加仓 |
| NDSN | NORDSON CORP | $5.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $5.32万 | 0.00% | 679 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $5.35万 | 0.00% | 524 | 19 | 3.8% | $1,941 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $5.36万 | 0.00% | 2,209 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $5.36万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $5.38万 | 0.00% | 1,463 | 24 | 1.7% | $882 | 加仓 |
| HZO | MARINEMAX INC | $5.41万 | 0.00% | 2,000 | 2,000 | — | $5.41万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $5.41万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $5.44万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $5.49万 | 0.00% | 984 | 114 | 13.1% | $6,361 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $5.74万 | 0.00% | 355 | -63 | -15.1% | -$1.02万 | 减仓 |
| ADSE | ADS TEC ENERGY PLC | $5.75万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $5.83万 | 0.00% | 214 | 17 | 8.6% | $4,629 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.85万 | 0.00% | 871 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $6.03万 | 0.01% | 204 | 24 | 13.3% | $7,088 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $6.07万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6.08万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6.13万 | 0.01% | 861 | 18 | 2.1% | $1,281 | 加仓 |
| KO | COCA COLA CO | $6.24万 | 0.01% | 820 | 195 | 31.2% | $1.48万 | 加仓 |
| IEUR | ISHARES TR | $6.26万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $6.27万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $6.34万 | 0.01% | 1,592 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $6.37万 | 0.01% | 482 | 62 | 14.8% | $8,195 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $6.40万 | 0.01% | 1,280 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6.55万 | 0.01% | 1,428 | -216 | -13.1% | -$9,912 | 减仓 |
| KKR | KKR & CO INC | $6.61万 | 0.01% | 714 | 553 | 343.5% | $5.12万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6.69万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $6.69万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $6.75万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $6.81万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $6.90万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| — | PERFECT CORP | $6.93万 | 0.01% | 41,000 | 41,000 | — | $6.93万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $6.94万 | 0.01% | 281 | 5 | 1.8% | $1,235 | 加仓 |
| AVY | AVERY DENNISON CORP | $6.96万 | 0.01% | 403 | -4 | -1.0% | -$691 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $6.99万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.03万 | 0.01% | 936 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $7.08万 | 0.01% | 272 | -20 | -6.8% | -$5,206 | 减仓 |
| BNTX | BIONTECH SE | $7.19万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $7.20万 | 0.01% | 2,084 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $7.29万 | 0.01% | 1,212 | 488 | 67.4% | $2.94万 | 加仓 |
| — | DOLPHIN ENTMT INC | $7.35万 | 0.01% | 50,000 | 35,000 | 233.3% | $5.14万 | 加仓 |
| BLK | BLACKROCK INC | $7.38万 | 0.01% | 77 | 9 | 13.2% | $8,623 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $7.41万 | 0.01% | 985 | -25 | -2.5% | -$1,881 | 减仓 |
| DTE | DTE ENERGY CO | $7.44万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $7.49万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $7.63万 | 0.01% | 800 | 800 | — | $7.63万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $7.86万 | 0.01% | 9,000 | 9,000 | — | $7.86万 | 新建仓 |
| OKTA | OKTA INC | $7.87万 | 0.01% | 1,000 | 1,000 | — | $7.87万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $7.97万 | 0.01% | 7,327 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $8.02万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $8.22万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $8.25万 | 0.01% | 25,000 | 12,000 | 92.3% | $3.96万 | 加仓 |
| MOG/A | MOOG INC | $8.28万 | 0.01% | 283 | 33 | 13.2% | $9,657 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8.32万 | 0.01% | 850 | -477 | -35.9% | -$4.67万 | 减仓 |
| DHR | DANAHER CORP DEL | $8.34万 | 0.01% | 440 | 29 | 7.1% | $5,499 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $8.40万 | 0.01% | 986 | -90 | -8.4% | -$7,671 | 减仓 |
| AFL | AFLAC INC | $8.40万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $8.51万 | 0.01% | 1,142 | 31 | 2.8% | $2,310 | 加仓 |
| IYW | ISHARES TR | $8.60万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $8.63万 | 0.01% | 355 | -716 | -66.9% | -$17.40万 | 减仓 |
| FIX | COMFORT SYS USA INC | $8.83万 | 0.01% | 64 | -4 | -5.9% | -$5,516 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $8.83万 | 0.01% | 9,943 | 0 | 0.0% | — | 重新持有 |
| INTU | INTUIT | $8.86万 | 0.01% | 205 | -512 | -71.4% | -$22.14万 | 减仓 |
| WD | WALKER & DUNLOP INC | $8.88万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.91万 | 0.01% | 1,583 | 47 | 3.1% | $2,647 | 加仓 |
| ABT | ABBOTT LABORATORIES | $8.94万 | 0.01% | 871 | -83 | -8.7% | -$8,522 | 减仓 |
| COWZ | PACER FDS TR | $9.14万 | 0.01% | 1,460 | -54 | -3.6% | -$3,379 | 减仓 |
| IOO | ISHARES TR | $9.15万 | 0.01% | 756 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $9.18万 | 0.01% | 1,593 | -26 | -1.6% | -$1,499 | 减仓 |
| — | LAIRD SUPERFOOD INC | $9.25万 | 0.01% | 43,002 | 27,002 | 168.8% | $5.81万 | 加仓 |
| AEHR | AEHR TEST SYS | $9.27万 | 0.01% | 2,500 | 2,500 | — | $9.27万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $9.37万 | 0.01% | 841 | 36 | 4.5% | $4,011 | 加仓 |
| — | NOODLES & CO | $9.40万 | 0.01% | 11,000 | 11,000 | — | $9.40万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $9.41万 | 0.01% | 710 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $9.46万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.52万 | 0.01% | 1,063 | -528 | -33.2% | -$4.73万 | 减仓 |
| MKL | MARKEL GROUP INC | $9.57万 | 0.01% | 50 | -3 | -5.7% | -$5,742 | 减仓 |
| NET | CLOUDFLARE INC | $9.66万 | 0.01% | 468 | 20 | 4.5% | $4,127 | 加仓 |
| MOAT | VANECK ETF TRUST | $9.78万 | 0.01% | 1,011 | -75 | -6.9% | -$7,253 | 减仓 |
| EAGG | ISHARES TR | $9.80万 | 0.01% | 2,061 | 3 | 0.1% | $143 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $9.83万 | 0.01% | 1,653 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $9.83万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9.95万 | 0.01% | 902 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $10.08万 | 0.01% | 1,631 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $10.11万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $10.15万 | 0.01% | 2,035 | -3,676 | -64.4% | -$18.34万 | 减仓 |
| IWO | ISHARES TR | $10.32万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $10.34万 | 0.01% | 1,566 | 210 | 15.5% | $1.39万 | 加仓 |
| WAB | WABTEC | $10.40万 | 0.01% | 416 | 14 | 3.5% | $3,499 | 加仓 |
| UNP | UNION PAC CORP | $10.41万 | 0.01% | 429 | 24 | 5.9% | $5,823 | 加仓 |
| CTVA | CORTEVA INC | $10.55万 | 0.01% | 1,260 | 3 | 0.2% | $251 | 加仓 |
| SETM | SPROTT FDS TR | $10.72万 | 0.01% | 3,242 | 3,242 | — | $10.72万 | 新建仓 |
| CCJ | CAMECO CORP | $10.86万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $10.87万 | 0.01% | 267 | 13 | 5.1% | $5,295 | 加仓 |
| GILD | GILEAD SCIENCES INC | $10.88万 | 0.01% | 781 | 50 | 6.8% | $6,969 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $10.89万 | 0.01% | 1,159 | 463 | 66.5% | $4.35万 | 加仓 |
| FTNT | FORTINET INC | $10.93万 | 0.01% | 1,337 | -19 | -1.4% | -$1,553 | 减仓 |
| MBB | ISHARES TR | $11.15万 | 0.01% | 1,174 | 8 | 0.7% | $760 | 加仓 |