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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $70.97万 | 0.06% | 4,292 | 82 | 1.9% | $1.36万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $70.20万 | 0.06% | 5,361 | 60 | 1.1% | $7,856 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $69.89万 | 0.06% | 2,859 | 37 | 1.3% | $9,044 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $68.63万 | 0.06% | 10,232 | 40 | 0.4% | $2,683 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $66.83万 | 0.06% | 12,037 | 2,731 | 29.3% | $15.16万 | 加仓 |
| HD | HOME DEPOT INC | $65.70万 | 0.06% | 1,998 | -1,793 | -47.3% | -$58.96万 | 减仓 |
| IWB | ISHARES TR | $65.36万 | 0.06% | 1,833 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $64.21万 | 0.05% | 152 | -1 | -0.7% | -$4,224 | 减仓 |
| BA | BOEING CO | $63.87万 | 0.05% | 3,209 | 32 | 1.0% | $6,369 | 加仓 |
| AMP | AMERIPRISE FINL INC | $62.62万 | 0.05% | 1,409 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $61.33万 | 0.05% | 7,263 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $60.37万 | 0.05% | 20,239 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $59.29万 | 0.05% | 5,973 | -111 | -1.8% | -$1.10万 | 减仓 |
| MCD | MCDONALDS CORP | $59.11万 | 0.05% | 1,902 | -27 | -1.4% | -$8,391 | 减仓 |
| ABBV | ABBVIE INC | $58.37万 | 0.05% | 2,684 | 87 | 3.4% | $1.89万 | 加仓 |
| IVE | ISHARES TR | $57.09万 | 0.05% | 2,704 | 285 | 11.8% | $6.02万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $56.22万 | 0.05% | 22,715 | 935 | 4.3% | $2.31万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $55.82万 | 0.05% | 17,817 | 299 | 1.7% | $9,368 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $55.49万 | 0.05% | 3,785 | -21 | -0.6% | -$3,079 | 减仓 |
| SGOV | ISHARES TR | $55.33万 | 0.05% | 5,497 | 4,604 | 515.6% | $46.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $54.34万 | 0.05% | 1,244 | -404 | -24.5% | -$17.65万 | 减仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $52.79万 | 0.05% | 136,052 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $52.49万 | 0.04% | 7,249 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $50.75万 | 0.04% | 4,279 | 25 | 0.6% | $2,965 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $50.69万 | 0.04% | 4,379 | 29 | 0.7% | $3,357 | 加仓 |
| QUAL | ISHARES TR | $50.48万 | 0.04% | 2,632 | -18 | -0.7% | -$3,453 | 减仓 |
| ITOT | ISHARES TR | $49.56万 | 0.04% | 3,480 | 8 | 0.2% | $1,139 | 加仓 |
| SDY | SPDR SERIES TRUST | $48.85万 | 0.04% | 3,347 | -20 | -0.6% | -$2,919 | 减仓 |
| MMM | 3M CO | $47.65万 | 0.04% | 3,281 | 30 | 0.9% | $4,357 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.40万 | 0.04% | 7,815 | 58 | 0.7% | $3,518 | 加仓 |
| AMGN | AMGEN INC | $46.97万 | 0.04% | 1,335 | 30 | 2.3% | $1.06万 | 加仓 |
| EMXC | ISHARES INC | $46.43万 | 0.04% | 5,902 | 5,201 | 741.9% | $40.91万 | 加仓 |
| MCK | MCKESSON CORP | $45.86万 | 0.04% | 530 | 1 | 0.2% | $865 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $45.70万 | 0.04% | 11,896 | -409 | -3.3% | -$1.57万 | 减仓 |
| LOW | LOWES COS INC | $45.08万 | 0.04% | 1,908 | 23 | 1.2% | $5,434 | 加仓 |
| IWV | ISHARES TR | $44.96万 | 0.04% | 1,213 | -4 | -0.3% | -$1,483 | 减仓 |
| IJK | ISHARES TR | $44.86万 | 0.04% | 4,458 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $44.43万 | 0.04% | 509 | 16 | 3.2% | $1.40万 | 加仓 |
| GIS | GENERAL MILLS INC | $43.92万 | 0.04% | 11,801 | -24 | -0.2% | -$893 | 减仓 |
| TXN | TEXAS INSTRS INC | $43.80万 | 0.04% | 2,256 | 16 | 0.7% | $3,106 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $43.57万 | 0.04% | 941 | -6 | -0.6% | -$2,778 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.17万 | 0.04% | 858 | 2 | 0.2% | $983 | 加仓 |
| ALL | ALLSTATE CORP | $42.11万 | 0.04% | 2,031 | 11 | 0.5% | $2,281 | 加仓 |
| IWD | ISHARES TR | $40.15万 | 0.03% | 1,879 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $39.98万 | 0.03% | 8,507 | 18 | 0.2% | $846 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $39.20万 | 0.03% | 1,223 | -1,062 | -46.5% | -$34.04万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $39.01万 | 0.03% | 5,916 | 61 | 1.0% | $4,022 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.75万 | 0.03% | 458 | 8 | 1.8% | $6,768 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $38.48万 | 0.03% | 1,139 | 24 | 2.2% | $8,108 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.15万 | 0.03% | 2,608 | 143 | 5.8% | $2.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $38.12万 | 0.03% | 6,222 | 2,596 | 71.6% | $15.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $37.96万 | 0.03% | 2,368 | 126 | 5.6% | $2.02万 | 加仓 |
| EPI | WISDOMTREE TR | $37.33万 | 0.03% | 9,150 | 2,500 | 37.6% | $10.20万 | 加仓 |
| LIN | LINDE PLC | $37.28万 | 0.03% | 752 | 16 | 2.2% | $7,932 | 加仓 |
| MS | MORGAN STANLEY | $37.16万 | 0.03% | 2,258 | 21 | 0.9% | $3,456 | 加仓 |
| CMI | CUMMINS INC | $36.32万 | 0.03% | 675 | 25 | 3.8% | $1.35万 | 加仓 |
| APP | APPLOVIN CORP | $36.22万 | 0.03% | 910 | 17 | 1.9% | $6,766 | 加仓 |
| ENSG | ENSIGN GROUP INC | $36.03万 | 0.03% | 1,788 | -1,500 | -45.6% | -$30.23万 | 减仓 |
| SYK | STRYKER CORPORATION | $35.54万 | 0.03% | 1,082 | 37 | 3.5% | $1.22万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.46万 | 0.03% | 7,182 | -196 | -2.7% | -$9,677 | 减仓 |
| IWR | ISHARES TR | $34.51万 | 0.03% | 3,549 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $34.50万 | 0.03% | 12,286 | 33 | 0.3% | $927 | 加仓 |
| — | HONEYWELL INTL INC | $33.97万 | 0.03% | 1,503 | 45 | 3.1% | $1.02万 | 加仓 |
| C | CITIGROUP INC | $33.89万 | 0.03% | 2,988 | -18 | -0.6% | -$2,041 | 减仓 |
| NEE | NEXTERA ENERGY INC | $33.66万 | 0.03% | 3,624 | 94 | 2.7% | $8,731 | 加仓 |
| PAVE | GLOBAL X FDS | $33.26万 | 0.03% | 6,545 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $32.07万 | 0.03% | 8,347 | 168 | 2.1% | $6,455 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $31.14万 | 0.03% | 7,546 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $31.08万 | 0.03% | 92 | -2 | -2.1% | -$6,756 | 减仓 |
| INDA | ISHARES TR | $31.02万 | 0.03% | 6,623 | 6,623 | — | $31.02万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $30.63万 | 0.03% | 4,002 | 2,169 | 118.3% | $16.60万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $29.85万 | 0.03% | 11,115 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.45万 | 0.03% | 3,056 | -54 | -1.7% | -$5,205 | 减仓 |
| OEF | ISHARES TR | $29.45万 | 0.03% | 926 | -30 | -3.1% | -$9,542 | 减仓 |
| GDX | VANECK ETF TRUST | $29.24万 | 0.02% | 3,186 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $29.21万 | 0.02% | 2,111 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.07万 | 0.02% | 3,746 | -432 | -10.3% | -$3.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $28.95万 | 0.02% | 1,260 | 32 | 2.6% | $7,353 | 加仓 |
| WFC | WELLS FARGO & CO | $28.33万 | 0.02% | 3,558 | 143 | 4.2% | $1.14万 | 加仓 |
| PEP | PEPSICO INC | $28.19万 | 0.02% | 1,815 | -104 | -5.4% | -$1.62万 | 减仓 |
| FDX | FEDEX CORP | $28.10万 | 0.02% | 789 | 12 | 1.5% | $4,274 | 加仓 |
| IQDF | FLEXSHARES TR | $27.58万 | 0.02% | 8,707 | -4,015 | -31.6% | -$12.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.52万 | 0.02% | 705 | 21 | 3.1% | $8,199 | 加仓 |
| PPL | PPL CORP | $27.17万 | 0.02% | 7,112 | 15 | 0.2% | $573 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $27.07万 | 0.02% | 4,698 | 647 | 16.0% | $3.73万 | 加仓 |
| — | ELECTRONIC ARTS INC | $26.89万 | 0.02% | 1,319 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $26.40万 | 0.02% | 1,215 | 18 | 1.5% | $3,911 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $26.16万 | 0.02% | 2,596 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.99万 | 0.02% | 430 | 10 | 2.4% | $6,044 | 加仓 |
| NUE | NUCOR CORP | $25.11万 | 0.02% | 1,485 | -411 | -21.7% | -$6.95万 | 减仓 |
| YUM | YUM BRANDS INC | $25.00万 | 0.02% | 1,608 | -128 | -7.4% | -$1.99万 | 减仓 |
| MFC | MANULIFE FINL CORP | $24.80万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $24.48万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $24.05万 | 0.02% | 8,843 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $23.50万 | 0.02% | 1,259 | 38 | 3.1% | $7,093 | 加仓 |
| VTV | VANGUARD INDEX FDS | $23.15万 | 0.02% | 1,180 | 30 | 2.6% | $5,887 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.13万 | 0.02% | 1,562 | -41 | -2.6% | -$6,072 | 减仓 |
| CMCSA | COMCAST CORP NEW | $22.73万 | 0.02% | 7,918 | 213 | 2.8% | $6,115 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.60万 | 0.02% | 20,432 | 8,000 | 64.4% | $8.85万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.43万 | 0.02% | 7,699 | 1 | 0.0% | $29 | 加仓 |