Crown Wealth Group, LLC
Charlotte NC · SEC CIK 0001845698
$3.40亿2026Q1 申报市值
145持仓数
56.4%前十大占比 · 第一大 13.4%
19 / 18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
DYNF 新建仓+$544.98万
SGOV 加仓+$379.26万
DFAE 新建仓+$363.82万
XLB 新建仓+$200.95万
PYLD 新建仓+$107.34万
2026Q1 卖出最多 按季末市值估算
KBWB 减仓-$514.00万
VGUS 减仓-$453.63万
INNOVATOR ETFS T 清仓-$322.67万
VHT 清仓-$296.83万
INNOVATOR ETFS T 减仓-$271.65万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $28.66万 | 0.08% | 1,409 | 289 | 25.8% | $5.88万 | 加仓 |
| KO | COCA COLA CO | $28.66万 | 0.08% | 3,768 | 412 | 12.3% | $3.13万 | 加仓 |
| TBIL | RBB FD INC | $28.52万 | 0.08% | 5,719 | -545 | -8.7% | -$2.72万 | 减仓 |
| AZO | AUTOZONE INC | $28.37万 | 0.08% | 84 | 3 | 3.7% | $1.01万 | 加仓 |
| CB | CHUBB LTD SWITZ | $27.59万 | 0.08% | 846 | 38 | 4.7% | $1.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $27.25万 | 0.08% | 2,081 | 199 | 10.6% | $2.61万 | 加仓 |
| — | COLUMBIA FINL INC | $27.14万 | 0.08% | 15,500 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $27.12万 | 0.08% | 2,594 | 555 | 27.2% | $5.80万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $26.99万 | 0.08% | 842 | 21 | 2.6% | $6,732 | 加仓 |
| LOW | LOWES COS INC | $26.86万 | 0.08% | 1,137 | -116 | -9.3% | -$2.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.56万 | 0.08% | 2,859 | 152 | 5.6% | $1.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.22万 | 0.08% | 1,437 | 149 | 11.6% | $2.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.90万 | 0.08% | 2,523 | 298 | 13.4% | $3.06万 | 加仓 |
| GE | GE AEROSPACE | $25.85万 | 0.08% | 911 | -153 | -14.4% | -$4.34万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $25.71万 | 0.08% | 3,250 | -64,965 | -95.2% | -$514.00万 | 减仓 |
| GEV | GE VERNOVA INC | $25.58万 | 0.08% | 293 | 293 | — | $25.58万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.55万 | 0.08% | 302 | -18 | -5.6% | -$1.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.45万 | 0.07% | 7,946 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $24.81万 | 0.07% | 953 | 37 | 4.0% | $9,631 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $24.73万 | 0.07% | 1,861 | -5,201 | -73.6% | -$69.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $24.71万 | 0.07% | 276 | -2 | -0.7% | -$1,790 | 减仓 |
| C | CITIGROUP INC | $24.55万 | 0.07% | 2,165 | -65 | -2.9% | -$7,372 | 减仓 |
| MS | MORGAN STANLEY | $24.42万 | 0.07% | 1,484 | 115 | 8.4% | $1.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.29万 | 0.07% | 527 | 46 | 9.6% | $2.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.00万 | 0.07% | 699 | 30 | 4.5% | $1.03万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.79万 | 0.07% | 1,439 | 1,439 | — | $23.79万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.29万 | 0.07% | 834 | 55 | 7.1% | $1.54万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $23.09万 | 0.07% | 4,400 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $22.76万 | 0.07% | 3,164 | 482 | 18.0% | $3.47万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $22.74万 | 0.07% | 5,658 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.36万 | 0.07% | 7,713 | 7,713 | — | $22.36万 | 新建仓 |
| APH | AMPHENOL CORP | $22.28万 | 0.07% | 1,763 | 125 | 7.6% | $1.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.13万 | 0.07% | 1,128 | -18 | -1.6% | -$3,532 | 减仓 |
| TJX | TJX COS INC NEW | $21.94万 | 0.06% | 1,374 | 1,374 | — | $21.94万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.77万 | 0.06% | 1,019 | 1,019 | — | $21.77万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.60万 | 0.06% | 5,083 | -141 | -2.7% | -$5,993 | 减仓 |
| QCOM | QUALCOMM INC | $21.48万 | 0.06% | 1,668 | 132 | 8.6% | $1.70万 | 加仓 |
| MCD | MCDONALDS CORP | $21.07万 | 0.06% | 678 | 17 | 2.6% | $5,282 | 重新持有 |
| ESOA | ENERGY SERVICES OF AMER CORP | $21.00万 | 0.06% | 15,991 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $20.78万 | 0.06% | 1,071 | 1,071 | — | $20.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.60万 | 0.06% | 850 | 65 | 8.3% | $1.58万 | 加仓 |
| DIS | DISNEY WALT CO | $20.53万 | 0.06% | 2,130 | 143 | 7.2% | $1.38万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $20.24万 | 0.06% | 669 | 33 | 5.2% | $9,982 | 加仓 |
| COMP | COMPASS INC | $11.55万 | 0.03% | 15,800 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY GROUP INC | $5.19万 | 0.02% | 11,162 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -126,327 | -100.0% | -$322.67万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -10,312 | -100.0% | -$296.83万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -15,486 | -100.0% | -$47.17万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,823 | -100.0% | -$43.70万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,807 | -100.0% | -$42.76万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,512 | -100.0% | -$41.94万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -7,660 | -100.0% | -$36.43万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -13,261 | -100.0% | -$36.08万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,183 | -100.0% | -$33.86万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -871 | -100.0% | -$29.87万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,162 | -100.0% | -$28.60万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -9,265 | -100.0% | -$26.91万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -370 | -100.0% | -$24.51万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,071 | -100.0% | -$24.38万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,546 | -100.0% | -$20.48万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,135 | -100.0% | -$20.36万 | 清仓 |
| SNTH | TIDAL TRUST III | $0 | 0.00% | 0 | -7,343 | -100.0% | -$20.33万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -875 | -100.0% | -$20.11万 | 清仓 |