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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.41亿 | 12.06% | 216,422 | 16,080 | 8.0% | $1,050.36万 | 加仓 |
| PACS | PACS GROUP INC | $8,846.42万 | 7.55% | 2,754,179 | 606,364 | 28.2% | $1,947.64万 | 加仓 |
| IJH | ISHARES TR | $6,844.40万 | 5.84% | 1,013,534 | 82,824 | 8.9% | $559.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,520.80万 | 5.57% | 100,267 | -488 | -0.5% | -$31.74万 | 减仓 |
| IEFA | ISHARES TR | $5,557.02万 | 4.74% | 613,832 | 62,723 | 11.4% | $567.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,955.83万 | 4.23% | 672,981 | 68,432 | 11.3% | $503.93万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $4,093.11万 | 3.49% | 364,577 | 42,169 | 13.1% | $473.43万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,021.58万 | 3.43% | 56 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $3,771.46万 | 3.22% | 763,453 | 9,040 | 1.2% | $44.66万 | 加仓 |
| PULS | PGIM ETF TR | $3,342.90万 | 2.85% | 675,334 | -85,562 | -11.2% | -$423.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,094.42万 | 2.64% | 83,595 | 24,042 | 40.4% | $889.96万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,091.54万 | 2.64% | 50,125 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,666.92万 | 2.28% | 105,084 | 2,327 | 2.3% | $59.06万 | 加仓 |
| MUB | ISHARES TR | $2,497.21万 | 2.13% | 235,253 | 19,531 | 9.1% | $207.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,239.76万 | 1.91% | 85,513 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $2,161.10万 | 1.84% | 173,848 | 25,952 | 17.5% | $322.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,155.59万 | 1.84% | 104,185 | -10,156 | -8.9% | -$210.13万 | 减仓 |
| IWM | ISHARES TR | $1,762.79万 | 1.50% | 71,080 | -384 | -0.5% | -$9.52万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $1,547.28万 | 1.32% | 307,365 | 307,365 | — | $1,547.28万 | 新建仓 |
| GOOG | ALPHABET INC | $1,523.26万 | 1.30% | 53,101 | -64 | -0.1% | -$1.84万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,433.95万 | 1.22% | 20,552 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,226.81万 | 1.05% | 25,601 | 216 | 0.9% | $10.35万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,148.28万 | 0.98% | 179,671 | 28,427 | 18.8% | $181.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,099.37万 | 0.94% | 19,047 | -347 | -1.8% | -$20.03万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $953.27万 | 0.81% | 132,896 | -7,327 | -5.2% | -$52.56万 | 减仓 |
| EFA | ISHARES TR | $825.38万 | 0.70% | 84,977 | -45 | -0.1% | -$4,371 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $800.74万 | 0.68% | 39,362 | 259 | 0.7% | $5.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $770.55万 | 0.66% | 93,118 | 138 | 0.1% | $1.14万 | 加仓 |
| IEMG | ISHARES INC | $719.99万 | 0.61% | 103,225 | 35,173 | 51.7% | $245.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $702.36万 | 0.60% | 11,754 | 172 | 1.5% | $10.28万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $644.34万 | 0.55% | 119,211 | 23,739 | 24.9% | $128.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $622.01万 | 0.53% | 35,666 | 364 | 1.0% | $6.35万 | 加仓 |
| GOOGL | ALPHABET INC | $596.08万 | 0.51% | 20,729 | -7,286 | -26.0% | -$209.52万 | 减仓 |
| AMZN | AMAZON COM INC | $587.91万 | 0.50% | 28,228 | 2,331 | 9.0% | $48.55万 | 加仓 |
| V | VISA INC | $521.18万 | 0.44% | 17,244 | 101 | 0.6% | $3.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $520.84万 | 0.44% | 58,720 | -1,427 | -2.4% | -$12.66万 | 减仓 |
| TSLA | TESLA INC | $504.58万 | 0.43% | 13,573 | -25,735 | -65.5% | -$956.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $487.32万 | 0.42% | 15,190 | 775 | 5.4% | $24.86万 | 加仓 |
| EQT | EQT CORP | $478.15万 | 0.41% | 75,134 | 12 | 0.0% | $764 | 加仓 |
| — | EXXON MOBIL CORP | $420.08万 | 0.36% | 24,760 | 1,650 | 7.1% | $27.99万 | 加仓 |
| NFLX | NETFLIX INC. | $417.65万 | 0.36% | 43,438 | 539 | 1.3% | $5.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $374.47万 | 0.32% | 12,730 | 127 | 1.0% | $3.74万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $363.75万 | 0.31% | 33,134 | 23,701 | 251.3% | $260.19万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $351.06万 | 0.30% | 69,695 | 58,794 | 539.3% | $296.15万 | 加仓 |
| META | META PLATFORMS INC | $349.14万 | 0.30% | 6,102 | 214 | 3.6% | $12.24万 | 加仓 |
| RGLD | ROYAL GOLD INC | $317.71万 | 0.27% | 12,484 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $317.50万 | 0.27% | 103,487 | 6,245 | 6.4% | $19.16万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $315.04万 | 0.27% | 62,249 | -5,911 | -8.7% | -$29.92万 | 减仓 |
| SCZ | ISHARES TR | $298.42万 | 0.25% | 38,059 | 987 | 2.7% | $7.74万 | 加仓 |
| IWF | ISHARES TR | $284.54万 | 0.24% | 6,673 | -150 | -2.2% | -$6.40万 | 减仓 |
| ORCL | ORACLE CORP | $268.39万 | 0.23% | 18,244 | 11,822 | 184.1% | $173.92万 | 加仓 |
| SUB | ISHARES TR | $249.14万 | 0.21% | 23,393 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $241.60万 | 0.21% | 42,625 | 4,219 | 11.0% | $23.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $227.34万 | 0.19% | 10,571 | 325 | 3.2% | $6.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $226.17万 | 0.19% | 18,421 | 85 | 0.5% | $1.04万 | 加仓 |
| GLD | SPDR GOLD TR | $225.64万 | 0.19% | 5,244 | 123 | 2.4% | $5.29万 | 加仓 |
| DGRO | ISHARES TR | $218.27万 | 0.19% | 31,102 | 3,734 | 13.6% | $26.21万 | 加仓 |
| AVGO | BROADCOM INC | $205.77万 | 0.18% | 6,648 | 219 | 3.4% | $6.78万 | 加仓 |
| EEM | ISHARES TR | $203.69万 | 0.17% | 35,868 | -15 | -0.0% | -$852 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $203.56万 | 0.17% | 31,766 | 919 | 3.0% | $5.89万 | 加仓 |
| MCO | MOODYS CORP | $201.98万 | 0.17% | 4,630 | -478 | -9.4% | -$20.85万 | 减仓 |
| — | ISHARES TR | $201.11万 | 0.17% | 75,690 | 37,883 | 100.2% | $100.66万 | 加仓 |
| PFF | ISHARES TR | $195.85万 | 0.17% | 64,594 | -276 | -0.4% | -$8,368 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $185.33万 | 0.16% | 1,860 | 76 | 4.3% | $7.57万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $182.56万 | 0.16% | 13,737 | -60 | -0.4% | -$7,974 | 减仓 |
| MA | MASTERCARD INCORPORATED | $171.89万 | 0.15% | 3,440 | 46 | 1.4% | $2.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $171.29万 | 0.15% | 5,663 | 31 | 0.6% | $9,377 | 加仓 |
| — | ISHARES TR | $164.10万 | 0.14% | 61,748 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $148.32万 | 0.13% | 10,374 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $147.37万 | 0.13% | 13,029 | 2,120 | 19.4% | $23.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $142.58万 | 0.12% | 4,965 | 127 | 2.6% | $3.65万 | 加仓 |
| SHEL | SHELL PLC | $131.36万 | 0.11% | 14,125 | -21 | -0.1% | -$1,953 | 减仓 |
| TJX | TJX COS INC NEW | $129.69万 | 0.11% | 8,121 | -5,276 | -39.4% | -$84.26万 | 减仓 |
| MRK | MERCK & CO INC | $118.19万 | 0.10% | 9,825 | 141 | 1.5% | $1.70万 | 加仓 |
| — | RUNWAY GROWTH FINANCE CORP | $118.17万 | 0.10% | 172,002 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $117.67万 | 0.10% | 45,891 | 480 | 1.1% | $1.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $117.28万 | 0.10% | 8,120 | 135 | 1.7% | $1.95万 | 加仓 |
| CAT | CATERPILLAR INC | $115.48万 | 0.10% | 1,630 | 20 | 1.2% | $1.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $113.49万 | 0.10% | 4,682 | 16 | 0.3% | $3,878 | 加仓 |
| WMT | WALMART INC | $109.90万 | 0.09% | 8,843 | 118 | 1.4% | $1.47万 | 加仓 |
| APH | AMPHENOL CORP | $109.07万 | 0.09% | 8,632 | 150 | 1.8% | $1.90万 | 加仓 |
| GSAT | GLOBALSTAR INC | $107.97万 | 0.09% | 16,256 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $105.13万 | 0.09% | 5,450 | -118 | -2.1% | -$2.28万 | 减仓 |
| — | ISHARES TR | $102.24万 | 0.09% | 38,118 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $102.21万 | 0.09% | 36,295 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $102.08万 | 0.09% | 8,606 | -45 | -0.5% | -$5,338 | 减仓 |
| BAC | BANK AMERICA CORP | $97.28万 | 0.08% | 19,954 | 297 | 1.5% | $1.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $96.23万 | 0.08% | 5,014 | 1,614 | 47.5% | $30.98万 | 加仓 |
| AMAT | APPLIED MATLS INC | $95.15万 | 0.08% | 2,784 | 125 | 4.7% | $4.27万 | 加仓 |
| AN | AUTONATION INC | $92.96万 | 0.08% | 4,761 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $88.53万 | 0.08% | 2,620 | 2,015 | 333.1% | $68.09万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $86.58万 | 0.07% | 4,207 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $81.19万 | 0.07% | 2,861 | 79 | 2.8% | $2.24万 | 加仓 |
| LLY | ELI LILLY & CO | $81.09万 | 0.07% | 882 | 34 | 4.0% | $3.13万 | 加仓 |
| BX | BLACKSTONE INC | $79.56万 | 0.07% | 6,919 | 295 | 4.5% | $3.39万 | 加仓 |
| EMB | ISHARES TR | $79.34万 | 0.07% | 8,447 | 488 | 6.1% | $4.58万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $78.70万 | 0.07% | 11,905 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $72.87万 | 0.06% | 29,033 | -934 | -3.1% | -$2.34万 | 减仓 |
| INTC | INTEL CORP | $72.46万 | 0.06% | 16,420 | 71 | 0.4% | $3,133 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $72.17万 | 0.06% | 1,226 | 0 | 0.0% | — | 不变 |