Crown Wealth Group, LLC
Charlotte NC · SEC CIK 0001845698
$3.93亿2026Q2 申报市值
150持仓数
56.5%前十大占比 · 第一大 13.7%
15 / 10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
DYNF 加仓+$753.52万
IYW 加仓+$214.52万
BALT 加仓+$143.63万
DFUS 加仓+$104.28万
AAPL 加仓+$96.50万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$856.85万
SGOV 减仓-$146.45万
INNOVATOR ETFS T 清仓-$75.83万
PYLD 减仓-$70.15万
LEGH 减仓-$63.05万
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 |
|---|---|---|---|---|---|---|---|---|
| FJUL | FIRST TR EXCHNG TRADED FD VI | $69.66万 | 0.18% | 11,699 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $70.77万 | 0.18% | 961 | 185 | 23.8% | $13.62万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $83.15万 | 0.21% | 2,345 | -259 | -9.9% | -$9.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $84.70万 | 0.22% | 1,458 | 49 | 3.5% | $2.85万 | 加仓 |
| — | EXXON MOBIL CORP | $85.19万 | 0.22% | 6,231 | 435 | 7.5% | $5.95万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $85.61万 | 0.22% | 18,762 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $86.96万 | 0.22% | 29,483 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $91.67万 | 0.23% | 2,688 | -123 | -4.4% | -$4.19万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $108.56万 | 0.28% | 35,982 | -804 | -2.2% | -$2.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $111.04万 | 0.28% | 962 | 51 | 5.6% | $5.89万 | 加仓 |
| NFLX | NETFLIX INC. | $111.83万 | 0.28% | 15,662 | -519 | -3.2% | -$3.71万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $116.30万 | 0.30% | 1,524 | 1 | 0.1% | $763 | 加仓 |
| CAT | CATERPILLAR INC | $116.39万 | 0.30% | 1,093 | 29 | 2.7% | $3.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.62万 | 0.30% | 1,268 | -71 | -5.3% | -$6.64万 | 减仓 |
| VOX | VANGUARD WORLD FD | $120.97万 | 0.31% | 6,576 | -21 | -0.3% | -$3,863 | 减仓 |
| ESGU | ISHARES TR | $123.66万 | 0.31% | 7,556 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $137.46万 | 0.35% | 12,136 | 272 | 2.3% | $3.08万 | 加仓 |
| V | VISA INC | $139.18万 | 0.35% | 4,057 | 20 | 0.5% | $6,861 | 加仓 |
| VOO | VANGUARD INDEX FDS | $140.90万 | 0.36% | 2,052 | 187 | 10.0% | $12.84万 | 加仓 |
| MGK | VANGUARD WORLD FD | $147.11万 | 0.37% | 16,734 | 1,559 | 10.3% | $13.71万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $149.15万 | 0.38% | 16,600 | -689 | -4.0% | -$6.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.38% | 2 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $149.93万 | 0.38% | 14,873 | 7,269 | 95.6% | $73.28万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $151.38万 | 0.39% | 33,031 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $153.97万 | 0.39% | 18,632 | 2,739 | 17.2% | $22.64万 | 加仓 |
| IVV | ISHARES TR | $156.44万 | 0.40% | 2,089 | 116 | 5.9% | $8.69万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $179.89万 | 0.46% | 3,918 | -100 | -2.5% | -$4.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $182.68万 | 0.46% | 5,581 | 76 | 1.4% | $2.49万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $226.26万 | 0.58% | 38,337 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $229.07万 | 0.58% | 45,067 | 4,852 | 12.1% | $24.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $243.82万 | 0.62% | 3,265 | 410 | 14.4% | $30.62万 | 加仓 |
| AVGO | BROADCOM INC | $252.75万 | 0.64% | 6,691 | 160 | 2.4% | $6.04万 | 加仓 |
| QUAL | ISHARES TR | $258.38万 | 0.66% | 11,775 | -39,049 | -76.8% | -$856.85万 | 减仓 |
| META | META PLATFORMS INC | $263.41万 | 0.67% | 4,676 | 136 | 3.0% | $7.66万 | 加仓 |
| TSLA | TESLA INC | $265.10万 | 0.67% | 6,303 | 862 | 15.8% | $36.26万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $283.72万 | 0.72% | 108,000 | -24,000 | -18.2% | -$63.05万 | 减仓 |
| GOOG | ALPHABET INC | $329.86万 | 0.84% | 9,336 | 463 | 5.2% | $16.36万 | 加仓 |
| IAU | ISHARES GOLD TR | $331.75万 | 0.84% | 43,935 | 763 | 1.8% | $5.76万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $347.57万 | 0.88% | 70,230 | -6,234 | -8.2% | -$30.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $375.34万 | 0.96% | 7,501 | -181 | -2.4% | -$9.06万 | 减仓 |
| LLY | ELI LILLY & CO | $382.74万 | 0.97% | 3,191 | 13 | 0.4% | $1.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $452.56万 | 1.15% | 112,549 | 5,100 | 4.7% | $20.51万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $492.28万 | 1.25% | 83,622 | -5,852 | -6.5% | -$34.45万 | 减仓 |
| VIS | VANGUARD WORLD FD | $542.67万 | 1.38% | 15,058 | 1,750 | 13.1% | $63.07万 | 加仓 |
| AMZN | AMAZON COM INC | $567.85万 | 1.44% | 23,825 | 223 | 0.9% | $5.32万 | 加仓 |
| GOOGL | ALPHABET INC | $713.64万 | 1.82% | 19,969 | -118 | -0.6% | -$4.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $873.45万 | 2.22% | 209,310 | -1,934 | -0.9% | -$8.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $947.16万 | 2.41% | 25,392 | 1,304 | 5.4% | $48.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,004.26万 | 2.56% | 50,190 | 704 | 1.4% | $14.09万 | 加仓 |
| AAPL | APPLE INC | $1,048.45万 | 2.67% | 36,233 | 3,335 | 10.1% | $96.50万 | 加仓 |
| IYW | ISHARES TR | $1,115.40万 | 2.84% | 44,221 | 8,505 | 23.8% | $214.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,181.43万 | 3.01% | 137,152 | 3,100 | 2.3% | $26.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,287.12万 | 3.28% | 19,624 | 284 | 1.5% | $18.63万 | 加仓 |
| SGOV | ISHARES TR | $1,328.00万 | 3.38% | 131,917 | -14,548 | -9.9% | -$146.45万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,390.58万 | 3.54% | 204,467 | 110,795 | 118.3% | $753.52万 | 加仓 |
| — | CALAMOS ETF TR | $1,397.64万 | 3.56% | 499,424 | 24,787 | 5.2% | $69.37万 | 加仓 |
| — | ISHARES TR | $1,403.77万 | 3.57% | 513,454 | 14,887 | 3.0% | $40.70万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $3,354.59万 | 8.54% | 978,870 | 41,911 | 4.5% | $143.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,345.97万 | 11.06% | 494,535 | 10,375 | 2.1% | $91.18万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,386.43万 | 13.71% | 657,362 | 12,726 | 2.0% | $104.28万 | 加仓 |