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
J JACOBS SOLUTIONS INC $1.20万0.00%94 1925.3% $2,419 加仓
ACWV ISHARES INC $1.20万0.00%100 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.19万0.00%64 48300.0% $8,954 加仓
GRNY TIDAL TRUST I $1.19万0.00%500 00.0% — 不变
TEL TE CONNECTIVITY PLC $1.19万0.00%57 41256.2% $8,570 加仓
GERN GERON CORP $1.18万0.00%7,950 00.0% — 不变
NTSX WISDOMTREE TR $1.18万0.00%227 00.0% — 不变
HUBB HUBBELL INC $1.18万0.00%24 14.3% $491 加仓
BILL BILL HOLDINGS INC $1.18万0.00%307 00.0% — 不变
MAIN MAIN STR CAP CORP $1.16万0.00%219 00.0% — 不变
SPSM SPDR SERIES TRUST $1.16万0.00%240 -260-52.0% -$1.26万 减仓
ARR ARMOUR RESIDENTIAL REIT INC $1.15万0.00%690 00.0% — 不变
LQD ISHARES TR $1.13万0.00%104 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $1.13万0.00%123 -16-11.5% -$1,473 减仓
NANR SPDR INDEX SHS FDS $1.13万0.00%134 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.13万0.00%37 24184.6% $7,298 加仓
EVRG EVERGY INC $1.11万0.00%136 93216.3% $7,619 加仓
— INSEEGO CORP $1.11万0.00%1,000 00.0% — 不变
FTV FORTIVE CORP $1.11万0.00%200 00.0% — 不变
RY ROYAL BK CDA $1.10万0.00%68 00.0% — 不变
LTC LTC PPTYS INC $1.10万0.00%295 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $1.09万0.00%10 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $1.09万0.00%238 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $1.09万0.00%149 00.0% — 不变
— GLADSTONE INVT CORP $1.09万0.00%766 00.0% — 不变
WELL WELLTOWER INC $1.09万0.00%55 41292.9% $8,107 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $1.09万0.00%120 00.0% — 不变
DLTR DOLLAR TREE INC $1.08万0.00%99 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $1.08万0.00%1,945 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $1.06万0.00%51 00.0% — 不变
GBDC GOLUB CAP BDC INC $1.05万0.00%830 8311.1% $1,051 加仓
AME AMETEK INC $1.05万0.00%49 00.0% — 不变
ATR APTARGROUP INC $1.05万0.00%83 00.0% — 不变
TDG TRANSDIGM GROUP INC $1.04万0.00%9 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC $1.04万0.00%900 00.0% — 不变
EPR EPR PPTYS $1.03万0.00%206 63.0% $300 加仓
ARCC ARES CAPITAL CORP $1.03万0.00%570 6913.8% $1,243 加仓
PTY PIMCO CORPORATE & INCOME OPP $1.03万0.00%850 00.0% — 不变
MSTR STRATEGY INC $1.02万0.00%82 -5-5.7% -$624 减仓
SNDK SANDISK CORP $1.02万0.00%16 16— $1.02万 新建仓
— WARNER BROS DISCOVERY INC $1.02万0.00%370 195.4% $522 加仓
CLF CLEVELAND-CLIFFS INC NEW $1.01万0.00%1,200 00.0% — 不变
TSCO TRACTOR SUPPLY CO $1.01万0.00%223 -16-6.7% -$725 减仓
STAG STAG INDUSTRIAL INC $1.01万0.00%280 5625.0% $2,019 加仓
QTUM ETF SER SOLUTIONS $1.01万0.00%94 00.0% — 不变
TMUS T-MOBILE US INC $1.01万0.00%48 923.1% $1,890 加仓
SCHV SCHWAB STRATEGIC TR $1.01万0.00%330 10.3% $31 加仓
BWXT BWX TECHNOLOGIES INC $1.00万0.00%49 49— $1.00万 新建仓
OKLO OKLO INC $9,9180.00%200 200— $9,918 新建仓
UTI UNIVERSAL TECHNICAL INST INC $9,8560.00%273 -150-35.5% -$5,415 减仓
AIQ GLOBAL X FDS $9,8480.00%211 00.0% — 不变
IJT ISHARES TR $9,8410.00%68 00.0% — 不变
SPDW SPDR INDEX SHS FDS $9,7890.00%214 -867-80.2% -$3.97万 减仓
YUMC YUM CHINA HLDGS INC $9,7560.00%200 -116-36.7% -$5,658 减仓
USB US BANCORP $9,6860.00%186 155500.0% $8,072 加仓
MP MP MATERIALS CORP $9,6520.00%200 00.0% — 不变
LDUR PIMCO ETF TR $9,5820.00%100 00.0% — 不变
FCX FREEPORT MCMORAN INC $9,5820.00%163 6363.0% $3,703 加仓
BOX BOX INC $9,3860.00%397 -40-9.2% -$946 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $9,3670.00%237 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $9,2100.00%34 00.0% — 不变
PSEC PROSPECT CAP CORP $9,1770.00%3,516 62321.5% $1,626 加仓
EAT BRINKER INTL INC $9,1380.00%64 52433.3% $7,425 加仓
IAGG ISHARES TR $9,0580.00%181 162852.6% $8,107 加仓
SMRT SMARTRENT INC $9,0000.00%6,000 00.0% — 不变
FSK FS KKR CAP CORP $8,9590.00%880 19528.5% $1,985 加仓
WRD WERIDE INC $8,8990.00%1,100 00.0% — 不变
LIVN LIVANOVA PLC $8,8990.00%140 140— $8,899 新建仓
TER TERADYNE INC $8,8940.00%30 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE I $8,8320.00%149 -23-13.4% -$1,363 减仓
TW TRADEWEB MKTS INC $8,8250.00%75 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $8,7830.00%30 625.0% $1,757 加仓
BNS BANK NOVA SCOTIA B C $8,7340.00%126 00.0% — 不变
SNPS SYNOPSYS INC $8,7230.00%22 16266.7% $6,344 加仓
DKNG DRAFTKINGS INC NEW $8,7130.00%403 00.0% — 不变
QBTS D-WAVE QUANTUM INC $8,6580.00%600 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $8,6290.00%25 18257.1% $6,213 加仓
CCL CARNIVAL CORP $8,6190.00%333 -89-21.1% -$2,304 减仓
NOVT NOVANTA INC $8,3860.00%71 58446.2% $6,851 加仓
WDC WESTERN DIGITAL CORP $8,3860.00%31 23287.5% $6,222 加仓
CHDN CHURCHILL DOWNS INC $8,3550.00%93 00.0% — 不变
EFG ISHARES TR $8,2420.00%74 00.0% — 不变
KEX KIRBY CORP $8,2390.00%62 51463.6% $6,777 加仓
— SPROTT FDS TR $8,2020.00%280 31.1% $88 加仓
CHT CHUNGHWA TELECOM CO LTD $8,1950.00%194 00.0% — 不变
BALL BALL CORP $8,1580.00%138 00.0% — 不变
OIH VANECK ETF TRUST $8,0850.00%20 00.0% — 不变
CNS COHEN & STEERS INC $8,0690.00%129 00.0% — 不变
— STELLUS CAP INVT CORP $8,0130.00%870 374.4% $341 加仓
— ADVISOR MANAGED PORTFOLIOS $7,9420.00%254 00.0% — 不变
IONQ IONQ INC $7,9290.00%275 -24-8.0% -$692 减仓
SYF SYNCHRONY FINANCIAL $7,8910.00%116 86286.7% $5,850 加仓
TGTX TG THERAPEUTICS INC $7,8740.00%237 196478.0% $6,512 加仓
CPAY CORPAY INC $7,8570.00%27 13.8% $291 加仓
IJS ISHARES TR $7,8180.00%66 00.0% — 不变
CARG CARGURUS INC $7,7980.00%229 185420.5% $6,300 加仓
VEEV VEEVA SYS INC $7,7300.00%44 822.2% $1,405 加仓
TFC TRUIST FINL CORP $7,7230.00%168 1612,300.0% $7,401 加仓
ELF E L F BEAUTY INC $7,6980.00%127 -21-14.2% -$1,273 减仓
FANG DIAMONDBACK ENERGY INC $7,5170.00%38 -13-25.5% -$2,572 减仓