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 |
|---|---|---|---|---|---|---|---|---|
| ALSN | ALLISON TRANSMISSION HLDGS I | $6.16万 | 0.00% | 546 | 192 | 54.2% | $2.16万 | 加仓 |
| DAL | DELTA AIR LINES INC | $6.20万 | 0.00% | 662 | 37 | 5.9% | $3,465 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $6.23万 | 0.00% | 431 | 160 | 59.0% | $2.31万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $6.29万 | 0.00% | 2,256 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $6.32万 | 0.00% | 2,389 | 2,389 | — | $6.32万 | 新建仓 |
| ADSE | ADS TEC ENERGY PLC | $6.38万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $6.40万 | 0.00% | 238 | 67 | 39.2% | $1.80万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6.48万 | 0.00% | 519 | 519 | — | $6.48万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $6.49万 | 0.00% | 400 | -3 | -0.7% | -$487 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $6.53万 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $6.56万 | 0.00% | 1,365 | 973 | 248.2% | $4.67万 | 加仓 |
| URI | UNITED RENTALS INC | $6.57万 | 0.00% | 58 | 58 | — | $6.57万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $6.58万 | 0.00% | 1,372 | -91 | -6.2% | -$4,363 | 减仓 |
| IEUR | ISHARES TR | $6.70万 | 0.00% | 891 | 0 | 0.0% | — | 不变 |
| — | CANTOR EQUITY PARTNERS II IN | $6.71万 | 0.00% | 5,000 | 5,000 | — | $6.71万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $6.80万 | 0.00% | 1,592 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $6.82万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $6.85万 | 0.00% | 746 | 32 | 4.5% | $2,938 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6.85万 | 0.00% | 230 | 69 | 42.9% | $2.06万 | 加仓 |
| IONQ | IONQ INC | $6.89万 | 0.00% | 1,294 | 1,019 | 370.5% | $5.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $6.90万 | 0.00% | 1,522 | 94 | 6.6% | $4,262 | 加仓 |
| AER | AERCAP HOLDINGS NV | $7.03万 | 0.01% | 482 | 222 | 85.4% | $3.24万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7.03万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $7.07万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $7.13万 | 0.01% | 652 | -250 | -27.7% | -$2.74万 | 减仓 |
| ZTS | ZOETIS INC | $7.16万 | 0.01% | 996 | -9 | -0.9% | -$647 | 减仓 |
| TTC | TORO CO | $7.19万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $7.20万 | 0.01% | 8,000 | 8,000 | — | $7.20万 | 新建仓 |
| — | BIRCHTECH CORP | $7.30万 | 0.01% | 35,600 | 19,000 | 114.5% | $3.90万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $7.35万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $7.48万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $7.53万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $7.64万 | 0.01% | 939 | 119 | 14.5% | $9,684 | 加仓 |
| VLO | VALERO ENERGY CORP | $7.81万 | 0.01% | 300 | 19 | 6.8% | $4,948 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.84万 | 0.01% | 936 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $7.86万 | 0.01% | 622 | 98 | 18.7% | $1.24万 | 加仓 |
| DHR | DANAHER CORP DEL | $7.96万 | 0.01% | 418 | -22 | -5.0% | -$4,191 | 减仓 |
| ADBE | ADOBE INC | $7.98万 | 0.01% | 389 | 34 | 9.6% | $6,971 | 加仓 |
| PLD | PROLOGIS INC. | $8.06万 | 0.01% | 595 | 113 | 23.4% | $1.53万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $8.12万 | 0.01% | 3,100 | 3,100 | — | $8.12万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $8.18万 | 0.01% | 902 | 31 | 3.6% | $2,813 | 加仓 |
| SNDK | SANDISK CORP | $8.19万 | 0.01% | 36 | 20 | 125.0% | $4.55万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $8.25万 | 0.01% | 305 | 33 | 12.1% | $8,927 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $8.31万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $8.34万 | 0.01% | 816 | 816 | — | $8.34万 | 新建仓 |
| VMC | VULCAN MATLS CO | $8.44万 | 0.01% | 286 | 72 | 33.6% | $2.12万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $8.47万 | 0.01% | 2,084 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $8.49万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $8.54万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $8.61万 | 0.01% | 285 | 85 | 42.5% | $2.57万 | 加仓 |
| DTE | DTE ENERGY CO | $8.75万 | 0.01% | 574 | 65 | 12.8% | $9,904 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $8.85万 | 0.01% | 1,100 | 1,100 | — | $8.85万 | 新建仓 |
| NEWT | NEWTEKONE INC | $8.89万 | 0.01% | 6,000 | 3,000 | 100.0% | $4.44万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $8.93万 | 0.01% | 974 | -12 | -1.2% | -$1,100 | 减仓 |
| COWZ | PACER FDS TR | $9.10万 | 0.01% | 1,462 | 2 | 0.1% | $124 | 加仓 |
| CTAS | CINTAS CORP | $9.13万 | 0.01% | 537 | 253 | 89.1% | $4.30万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $9.17万 | 0.01% | 775 | -66 | -7.8% | -$7,809 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9.21万 | 0.01% | 1,593 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $9.24万 | 0.01% | 889 | -122 | -12.1% | -$1.27万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $9.32万 | 0.01% | 216 | 216 | — | $9.32万 | 新建仓 |
| — | NERDY INC | $9.35万 | 0.01% | 102,108 | 52,108 | 104.2% | $4.77万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $9.40万 | 0.01% | 1,999 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $9.43万 | 0.01% | 9,943 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $9.54万 | 0.01% | 2,324 | 127 | 5.8% | $5,216 | 加仓 |
| AFL | AFLAC INC | $9.58万 | 0.01% | 817 | 51 | 6.7% | $5,980 | 加仓 |
| — | LIVEONE INC | $9.60万 | 0.01% | 15,000 | 15,000 | — | $9.60万 | 新建仓 |
| EAGG | ISHARES TR | $9.65万 | 0.01% | 2,035 | -26 | -1.3% | -$1,233 | 减仓 |
| GM | GENERAL MTRS CO | $9.65万 | 0.01% | 1,252 | 110 | 9.6% | $8,479 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $9.75万 | 0.01% | 1,918 | 638 | 49.8% | $3.24万 | 加仓 |
| MKL | MARKEL GROUP INC | $9.77万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $9.78万 | 0.01% | 23,000 | 23,000 | — | $9.78万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $9.84万 | 0.01% | 1,953 | 1,739 | 812.6% | $8.76万 | 加仓 |
| — | RADCOM LTD | $9.87万 | 0.01% | 7,000 | 7,000 | — | $9.87万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $9.90万 | 0.01% | 1,653 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $9.97万 | 0.01% | 538 | 183 | 51.5% | $3.39万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $10.13万 | 0.01% | 620 | 93 | 17.6% | $1.52万 | 加仓 |
| CCJ | CAMECO CORP | $10.19万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $10.21万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $10.29万 | 0.01% | 2,035 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $10.33万 | 0.01% | 756 | 0 | 0.0% | — | 不变 |
| — | TOYO CO LTD | $10.43万 | 0.01% | 15,000 | 15,000 | — | $10.43万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $10.44万 | 0.01% | 205 | 12 | 6.2% | $6,112 | 加仓 |
| MOG/A | MOOG INC | $10.55万 | 0.01% | 249 | -34 | -12.0% | -$1.44万 | 减仓 |
| NTNX | NUTANIX INC | $10.59万 | 0.01% | 2,079 | 2,000 | 2,531.6% | $10.19万 | 加仓 |
| BLK | BLACKROCK INC | $10.77万 | 0.01% | 112 | 35 | 45.5% | $3.36万 | 加仓 |
| — | PERFECT CORP | $10.91万 | 0.01% | 65,740 | 24,740 | 60.3% | $4.11万 | 加仓 |
| WD | WALKER & DUNLOP INC | $10.94万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $11.09万 | 0.01% | 1,824 | 1,085 | 146.8% | $6.60万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $11.17万 | 0.01% | 281 | 31 | 12.4% | $1.23万 | 加仓 |
| MBB | ISHARES TR | $11.21万 | 0.01% | 1,186 | 12 | 1.0% | $1,135 | 加仓 |
| D | DOMINION ENERGY INC | $11.32万 | 0.01% | 1,657 | 26 | 1.6% | $1,776 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $11.33万 | 0.01% | 374 | 346 | 1,235.7% | $10.49万 | 加仓 |
| CTVA | CORTEVA INC | $11.42万 | 0.01% | 1,349 | 89 | 7.1% | $7,537 | 加仓 |
| SUSA | ISHARES TR | $11.48万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $11.56万 | 0.01% | 1,504 | 1,381 | 1,122.8% | $10.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $11.57万 | 0.01% | 1,132 | 69 | 6.5% | $7,051 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $11.57万 | 0.01% | 1,578 | -5 | -0.3% | -$367 | 减仓 |
| RBLX | ROBLOX CORP | $11.63万 | 0.01% | 2,139 | 24 | 1.1% | $1,305 | 加仓 |
| GLDM | WORLD GOLD TR | $11.64万 | 0.01% | 1,465 | 1,445 | 7,225.0% | $11.48万 | 重新持有 |
| NET | CLOUDFLARE INC | $11.70万 | 0.01% | 477 | 9 | 1.9% | $2,208 | 加仓 |