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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.61亿 | 11.66% | 214,948 | -1,474 | -0.7% | -$110.39万 | 减仓 |
| PACS | PACS GROUP INC | $1.41亿 | 10.22% | 3,307,188 | 553,009 | 20.1% | $2,358.03万 | 加仓 |
| IJH | ISHARES TR | $8,043.84万 | 5.83% | 1,043,164 | 29,630 | 2.9% | $228.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,809.67万 | 5.66% | 104,579 | 4,312 | 4.3% | $322.01万 | 加仓 |
| IEFA | ISHARES TR | $6,376.10万 | 4.62% | 660,188 | 46,356 | 7.6% | $447.71万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,077.67万 | 3.68% | 691,686 | 18,705 | 2.8% | $137.31万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $4,822.22万 | 3.49% | 364,656 | 79 | 0.0% | $1.04万 | 加仓 |
| DBEF | DBX ETF TR | $4,253.85万 | 3.08% | 778,666 | 15,213 | 2.0% | $83.11万 | 加仓 |
| PULS | PGIM ETF TR | $4,198.58万 | 3.04% | 847,303 | 171,969 | 25.5% | $852.15万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,118.68万 | 2.98% | 55 | -1 | -1.8% | -$74.89万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,525.41万 | 2.55% | 50,124 | -1 | -0.0% | -$703 | 减仓 |
| MSFT | MICROSOFT CORP | $3,268.08万 | 2.37% | 87,611 | 4,016 | 4.8% | $149.81万 | 加仓 |
| AAPL | APPLE INC | $2,963.56万 | 2.15% | 102,418 | -2,666 | -2.5% | -$77.14万 | 减仓 |
| MUB | ISHARES TR | $2,755.88万 | 2.00% | 256,075 | 20,822 | 8.9% | $224.09万 | 加仓 |
| IJR | ISHARES TR | $2,675.47万 | 1.94% | 180,397 | 6,549 | 3.8% | $97.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,592.07万 | 1.88% | 85,513 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $2,333.64万 | 1.69% | 40,172 | 810 | 2.1% | $47.05万 | 加仓 |
| IWM | ISHARES TR | $2,078.49万 | 1.51% | 69,179 | -1,901 | -2.7% | -$57.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,965.10万 | 1.42% | 164,416 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,909.32万 | 1.38% | 54,038 | 937 | 1.8% | $33.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,749.71万 | 1.27% | 105,557 | 1,372 | 1.3% | $22.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,426.80万 | 1.03% | 19,375 | 328 | 1.7% | $24.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,343.95万 | 0.97% | 26,858 | 1,257 | 4.9% | $62.90万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,241.85万 | 0.90% | 183,760 | 4,089 | 2.3% | $27.63万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,094.23万 | 0.79% | 132,891 | -5 | -0.0% | -$412 | 减仓 |
| EFA | ISHARES TR | $872.85万 | 0.63% | 84,025 | -952 | -1.1% | -$9.89万 | 减仓 |
| IEMG | ISHARES INC | $872.78万 | 0.63% | 105,358 | 2,133 | 2.1% | $17.67万 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $859.37万 | 0.62% | 3,794,106 | 3,794,106 | — | $859.37万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $815.65万 | 0.59% | 11,876 | 122 | 1.0% | $8.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $804.63万 | 0.58% | 40,213 | 4,547 | 12.7% | $90.98万 | 加仓 |
| GOOGL | ALPHABET INC | $778.70万 | 0.56% | 21,790 | 1,061 | 5.1% | $37.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $774.22万 | 0.56% | 93,675 | 557 | 0.6% | $4.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $722.78万 | 0.52% | 121,090 | 1,879 | 1.6% | $11.22万 | 加仓 |
| AMZN | AMAZON COM INC | $704.51万 | 0.51% | 29,559 | 1,331 | 4.7% | $31.72万 | 加仓 |
| V | VISA INC | $612.83万 | 0.44% | 17,862 | 618 | 3.6% | $21.20万 | 加仓 |
| TSLA | TESLA INC | $590.19万 | 0.43% | 14,032 | 459 | 3.4% | $19.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $566.60万 | 0.41% | 58,758 | 38 | 0.1% | $3,664 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $531.81万 | 0.39% | 105,330 | 35,635 | 51.1% | $179.92万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $479.38万 | 0.35% | 12,955 | -2,235 | -14.7% | -$82.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $426.95万 | 0.31% | 13,043 | 313 | 2.5% | $10.25万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $406.92万 | 0.29% | 80,466 | 18,217 | 29.3% | $92.12万 | 加仓 |
| EQT | EQT CORP | $399.85万 | 0.29% | 75,202 | 68 | 0.1% | $3,616 | 加仓 |
| META | META PLATFORMS INC | $375.12万 | 0.27% | 6,659 | 557 | 9.1% | $31.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $342.52万 | 0.25% | 108,015 | 4,528 | 4.4% | $14.36万 | 加仓 |
| SCZ | ISHARES TR | $325.68万 | 0.24% | 39,586 | 1,527 | 4.0% | $12.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $321.14万 | 0.23% | 18,904 | 483 | 2.6% | $8.21万 | 加仓 |
| NFLX | NETFLIX INC. | $317.66万 | 0.23% | 44,491 | 1,053 | 2.4% | $7.52万 | 加仓 |
| IWF | ISHARES TR | $307.23万 | 0.22% | 24,743 | -1,949 | -7.3% | -$24.20万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $302.15万 | 0.22% | 33,134 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $291.75万 | 0.21% | 7,723 | 1,075 | 16.2% | $40.61万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $282.86万 | 0.20% | 11,954 | 1,383 | 13.1% | $32.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $273.89万 | 0.20% | 14,376 | 639 | 4.7% | $12.17万 | 加仓 |
| EEM | ISHARES TR | $260.87万 | 0.19% | 38,133 | 2,265 | 6.3% | $15.49万 | 加仓 |
| DGRO | ISHARES TR | $253.02万 | 0.18% | 33,384 | 2,282 | 7.3% | $17.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $251.33万 | 0.18% | 44,499 | 1,874 | 4.4% | $10.58万 | 加仓 |
| RGLD | ROYAL GOLD INC | $249.19万 | 0.18% | 12,484 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $249.07万 | 0.18% | 23,393 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $227.94万 | 0.17% | 31,991 | 225 | 0.7% | $1.60万 | 加仓 |
| INTC | INTEL CORP | $224.18万 | 0.16% | 16,055 | -365 | -2.2% | -$5.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $208.87万 | 0.15% | 2,889 | 105 | 3.8% | $7.59万 | 加仓 |
| PFF | ISHARES TR | $206.18万 | 0.15% | 67,621 | 3,027 | 4.7% | $9.23万 | 加仓 |
| GLD | SPDR GOLD TR | $193.33万 | 0.14% | 5,248 | 4 | 0.1% | $1,474 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $193.07万 | 0.14% | 5,708 | 45 | 0.8% | $1.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $192.87万 | 0.14% | 3,755 | 315 | 9.2% | $16.18万 | 加仓 |
| APH | AMPHENOL CORP | $184.23万 | 0.13% | 10,446 | 1,814 | 21.0% | $31.99万 | 加仓 |
| IVW | ISHARES TR | $181.88万 | 0.13% | 13,225 | 196 | 1.5% | $2.70万 | 加仓 |
| CAT | CATERPILLAR INC | $181.78万 | 0.13% | 1,707 | 77 | 4.7% | $8.20万 | 加仓 |
| MCO | MOODYS CORP | $179.22万 | 0.13% | 3,957 | -673 | -14.5% | -$30.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $176.61万 | 0.13% | 1,888 | 28 | 1.5% | $2.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $171.79万 | 0.12% | 21,322 | 1,462 | 7.4% | $11.78万 | 加仓 |
| — | ISHARES TR | $156.50万 | 0.11% | 57,241 | -18,449 | -24.4% | -$50.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $150.75万 | 0.11% | 1,306 | 167 | 14.7% | $19.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.29万 | 0.10% | 4,811 | 129 | 2.8% | $3.63万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $135.11万 | 0.10% | 45,910 | 19 | 0.0% | $559 | 加仓 |
| MRK | MERCK & CO INC | $134.82万 | 0.10% | 10,490 | 665 | 6.8% | $8.55万 | 加仓 |
| FLOT | ISHARES TR | $132.99万 | 0.10% | 26,050 | 26,050 | — | $132.99万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $132.15万 | 0.10% | 16,256 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $128.85万 | 0.09% | 8,505 | 384 | 4.7% | $5.82万 | 加仓 |
| — | ISHARES TR | $128.58万 | 0.09% | 47,527 | -14,221 | -23.0% | -$38.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $124.93万 | 0.09% | 2,616 | -4 | -0.2% | -$1,910 | 减仓 |
| PG | PROCTER & GAMBLE CO | $122.19万 | 0.09% | 8,333 | 213 | 2.6% | $3.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $119.02万 | 0.09% | 20,888 | 934 | 4.7% | $5.32万 | 加仓 |
| ORCL | ORACLE CORP | $116.31万 | 0.08% | 7,936 | -10,308 | -56.5% | -$151.07万 | 减仓 |
| LLY | ELI LILLY & CO | $115.37万 | 0.08% | 962 | 80 | 9.1% | $9.59万 | 加仓 |
| GE | GE AEROSPACE | $113.61万 | 0.08% | 3,040 | 179 | 6.3% | $6.69万 | 加仓 |
| WMT | WALMART INC | $110.13万 | 0.08% | 9,724 | 881 | 10.0% | $9.98万 | 加仓 |
| RTX | RTX CORPORATION | $109.27万 | 0.08% | 5,759 | 309 | 5.7% | $5.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $108.21万 | 0.08% | 5,086 | 72 | 1.4% | $1.53万 | 加仓 |
| — | ISHARES TR | $106.22万 | 0.08% | 38,118 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $105.73万 | 0.08% | 36,295 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $105.28万 | 0.08% | 13,577 | -548 | -3.9% | -$4.25万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $101.36万 | 0.07% | 4,117 | -90 | -2.1% | -$2.22万 | 减仓 |
| SHOP | SHOPIFY INC | $97.86万 | 0.07% | 8,571 | -35 | -0.4% | -$3,996 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $96.49万 | 0.07% | 172,002 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $96.26万 | 0.07% | 15,662 | 3,625 | 30.1% | $22.28万 | 加仓 |
| EMB | ISHARES TR | $90.15万 | 0.07% | 9,348 | 901 | 10.7% | $8.69万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $89.06万 | 0.06% | 10,232 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $88.45万 | 0.06% | 4,761 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $88.01万 | 0.06% | 3,876 | 1,172 | 43.3% | $26.61万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $84.20万 | 0.06% | 29,076 | 43 | 0.1% | $1,245 | 加仓 |