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
SGOL ETFS GOLD TR $3.86万0.00%864 -128-12.9% -$5,711 减仓
DFTX DEFINIUM THERAPEUTICS INC $3.78万0.00%1,999 1,999— $3.78万 新建仓
PTC PTC INC $3.78万0.00%265 -12-4.3% -$1,710 减仓
IPGP IPG PHOTONICS CORP $3.72万0.00%325 00.0% — 不变
CPRT COPART INC $3.72万0.00%1,120 -858-43.4% -$2.85万 减仓
MRNA MODERNA INC $3.69万0.00%726 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $3.64万0.00%934 00.0% — 不变
LGND LIGAND PHARMACEUTICALS INC $3.61万0.00%181 3927.5% $7,786 加仓
CRWV COREWEAVE INC $3.60万0.00%465 153.3% $1,162 加仓
AVDV AMERICAN CENTY ETF TR $3.60万0.00%360 00.0% — 不变
AER AERCAP HOLDINGS NV $3.57万0.00%260 -111-29.9% -$1.52万 减仓
SFM SPROUTS FMRS MKT INC $3.52万0.00%457 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.49万0.00%176 2617.3% $5,156 加仓
EXPE EXPEDIA GROUP INC $3.49万0.00%151 00.0% — 不变
PWR QUANTA SVCS INC $3.46万0.00%63 1737.0% $9,334 加仓
CDZI CADIZ INC $3.44万0.00%7,000 7,000— $3.44万 新建仓
CVNA CARVANA CO $3.43万0.00%109 2631.3% $8,174 加仓
DTM DT MIDSTREAM INC $3.42万0.00%254 00.0% — 不变
MDT MEDTRONIC PLC $3.42万0.00%394 9029.6% $7,802 加仓
FOUR SHIFT4 PMTS INC $3.41万0.00%779 -536-40.8% -$2.34万 减仓
VDC VANGUARD WORLD FD $3.37万0.00%150 00.0% — 不变
WMB WILLIAMS COS INC $3.34万0.00%459 6516.5% $4,731 加仓
CMF ISHARES TR $3.30万0.00%580 -295-33.7% -$1.68万 减仓
NEWT NEWTEKONE INC $3.29万0.00%3,000 1,00050.0% $1.09万 加仓
NVMI NOVA LTD $3.26万0.00%75 1525.0% $6,514 加仓
FNDF SCHWAB STRATEGIC TR $3.23万0.00%661 00.0% — 不变
PRIM PRIMORIS SVCS CORP $3.23万0.00%226 6237.8% $8,869 加仓
CFG CITIZENS FINL GROUP INC $3.22万0.00%537 122.3% $720 加仓
BNY BANK NEW YORK MELLON CORP $3.21万0.00%271 11472.6% $1.35万 加仓
IDCC INTERDIGITAL INC $3.20万0.00%106 3345.2% $9,966 加仓
VRSN VERISIGN INC $3.18万0.00%128 -1-0.8% -$248 减仓
MPC MARATHON PETE CORP $3.17万0.00%130 -10-7.1% -$2,442 减仓
— BIRCHTECH CORP $3.15万0.00%16,600 16,600— $3.15万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $3.15万0.00%529 00.0% — 不变
NVS NOVARTIS AG $3.15万0.00%206 00.0% — 不变
F FORD MTR CO $3.13万0.00%2,709 632.4% $727 加仓
SNOW SNOWFLAKE INC $3.12万0.00%207 3621.1% $5,430 加仓
LITE LUMENTUM HLDGS INC $3.09万0.00%44 44— $3.09万 新建仓
SCHH SCHWAB STRATEGIC TR $3.01万0.00%1,402 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3.01万0.00%479 5914.0% $3,702 加仓
XLP SELECT SECTOR SPDR TR $2.96万0.00%361 -59-14.0% -$4,837 减仓
RIOT RIOT PLATFORMS INC $2.95万0.00%2,384 00.0% — 不变
XBI SPDR SERIES TRUST $2.94万0.00%230 8053.3% $1.02万 加仓
ROL ROLLINS INC $2.91万0.00%545 00.0% — 不变
ASTS AST SPACEMOBILE INC $2.88万0.00%347 00.0% — 不变
SMH VANECK ETF TRUST $2.88万0.00%75 -5-6.2% -$1,917 减仓
DE DEERE & CO $2.87万0.00%51 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $2.86万0.00%59 -1-1.7% -$485 减仓
— XBP GLOBAL HOLDINGS INC $2.86万0.00%6,500 6,500— $2.86万 新建仓
HOOD ROBINHOOD MKTS INC $2.85万0.00%411 3962,640.0% $2.74万 加仓
NI NISOURCE INC $2.84万0.00%609 00.0% — 不变
BINC BLACKROCK ETF TRUST II $2.78万0.00%535 50.9% $259 加仓
HAS HASBRO INC $2.75万0.00%294 00.0% — 不变
IR INGERSOLL RAND INC $2.75万0.00%343 00.0% — 不变
DHI D R HORTON INC $2.74万0.00%200 2313.0% $3,156 加仓
TAP MOLSON COORS BEVERAGE CO $2.74万0.00%637 00.0% — 不变
BF/B BROWN FORMAN CORP $2.73万0.00%1,034 -152-12.8% -$4,019 减仓
NPO ENPRO INC $2.73万0.00%109 3445.3% $8,522 加仓
UFOX ETF SER SOLUTIONS $2.73万0.00%400 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2.71万0.00%356 -3-0.8% -$229 减仓
ENTG ENTEGRIS INC $2.71万0.00%231 -305-56.9% -$3.58万 减仓
WIX WIX COM LTD $2.70万0.00%300 9546.3% $8,557 加仓
CB CHUBB LTD SWITZ $2.67万0.00%82 -9-9.9% -$2,934 减仓
BOOT BOOT BARN HLDGS INC $2.65万0.00%181 3423.1% $4,976 加仓
XT ISHARES TR $2.62万0.00%385 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $2.62万0.00%90 -4-4.3% -$1,163 减仓
ULTA ULTA BEAUTY INC $2.61万0.00%50 00.0% — 不变
DIVO AMPLIFY ETF TR $2.61万0.00%581 00.0% — 不变
APTV APTIV PLC $2.59万0.00%373 00.0% — 不变
BIDD BLACKROCK ETF TRUST $2.59万0.00%910 00.0% — 不变
COMT ISHARES U S ETF TR $2.57万0.00%760 00.0% — 不变
GOVT ISHARES TR $2.57万0.00%1,120 -653-36.8% -$1.50万 减仓
GDDY GODADDY INC $2.50万0.00%302 31.0% $248 加仓
HSY HERSHEY CO $2.49万0.00%120 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2.49万0.00%171 00.0% — 不变
OXY OCCIDENTAL PETE CORP $2.48万0.00%381 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $2.47万0.00%300 10.3% $82 加仓
DASH DOORDASH INC $2.46万0.00%164 -442-72.9% -$6.64万 减仓
AWI ARMSTRONG WORLD INDS INC NEW $2.42万0.00%147 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $2.39万0.00%370 174.8% $1,098 加仓
AKAM AKAMAI TECHNOLOGIES INC $2.39万0.00%208 00.0% — 不变
AVAV AEROVIRONMENT INC $2.38万0.00%130 2726.2% $4,942 加仓
PGR PROGRESSIVE CORP $2.38万0.00%120 3439.5% $6,740 加仓
STM STMICROELECTRONICS N V $2.38万0.00%688 00.0% — 不变
TPYP TORTOISE CAPITAL SERIES TRUS $2.38万0.00%561 00.0% — 不变
POST POST HLDGS INC $2.37万0.00%240 00.0% — 不变
MC MOELIS & CO $2.37万0.00%415 00.0% — 不变
RMBS RAMBUS INC DEL $2.35万0.00%273 4921.9% $4,216 加仓
VLUE ISHARES TR $2.35万0.00%165 00.0% — 不变
ABCB AMERIS BANCORP $2.32万0.00%298 9345.4% $7,255 加仓
VCSH VANGUARD SCOTTSDALE FDS $2.31万0.00%291 -12-4.0% -$951 减仓
WRB BERKLEY W R CORP $2.31万0.00%348 00.0% — 不变
DMLP DORCHESTER MINERALS L P $2.31万0.00%851 12216.7% $3,306 加仓
AGNC AGNC INVT CORP $2.30万0.00%2,291 1,08690.1% $1.09万 加仓
FXI ISHARES TR $2.30万0.00%640 -800-55.6% -$2.87万 减仓
LMAT LEMAITRE VASCULAR INC $2.28万0.00%209 6646.2% $7,205 加仓
IUSB ISHARES TR $2.27万0.00%491 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $2.25万0.00%81 3058.8% $8,336 加仓
CALX CALIX INC $2.23万0.00%455 12939.6% $6,320 加仓
QCOM QUALCOMM INC $2.22万0.00%172 5547.0% $7,090 加仓