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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $33.76万 | 0.09% | 1,133 | 62 | 5.8% | $1.85万 | 加仓 |
| APH | AMPHENOL CORP | $33.61万 | 0.09% | 1,906 | 143 | 8.1% | $2.52万 | 加仓 |
| — | COLUMBIA FINL INC | $32.89万 | 0.08% | 15,500 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $32.80万 | 0.08% | 1,087 | 1,087 | — | $32.80万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.67万 | 0.08% | 323 | 21 | 7.0% | $2.12万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $32.43万 | 0.08% | 6,352 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.02万 | 0.08% | 1,532 | 48 | 3.2% | $1.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.19万 | 0.08% | 1,637 | -224 | -12.0% | -$4.27万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $31.13万 | 0.08% | 6,708 | -2,622 | -28.1% | -$12.17万 | 减仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $30.93万 | 0.08% | 15,991 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $30.52万 | 0.08% | 3,755 | -13 | -0.3% | -$1,057 | 减仓 |
| C | CITIGROUP INC | $30.32万 | 0.08% | 2,166 | 1 | 0.0% | $140 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $30.26万 | 0.08% | 6,412 | 754 | 13.3% | $3.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $29.37万 | 0.07% | 2,320 | 239 | 11.5% | $3.03万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $29.23万 | 0.07% | 1,457 | 20 | 1.4% | $4,012 | 加仓 |
| CB | CHUBB LIMITED | $29.12万 | 0.07% | 855 | 9 | 1.1% | $3,065 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $27.58万 | 0.07% | 282 | 6 | 2.2% | $5,869 | 加仓 |
| TBIL | RBB FD INC | $27.42万 | 0.07% | 5,500 | -219 | -3.8% | -$1.09万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $27.19万 | 0.07% | 1,503 | 64 | 4.4% | $1.16万 | 加仓 |
| AZO | AUTOZONE INC | $26.85万 | 0.07% | 84 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $26.83万 | 0.07% | 118 | 118 | — | $26.83万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $26.30万 | 0.07% | 7,742 | -204 | -2.6% | -$6,930 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $26.22万 | 0.07% | 2,820 | -430 | -13.2% | -$4.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.05万 | 0.07% | 963 | 10 | 1.0% | $2,705 | 加仓 |
| LOW | LOWES COS INC | $25.75万 | 0.07% | 1,168 | 31 | 2.7% | $6,835 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.55万 | 0.07% | 2,911 | 52 | 1.8% | $4,564 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $25.36万 | 0.06% | 4,400 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.72万 | 0.06% | 485 | 2 | 0.4% | $1,020 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.55万 | 0.06% | 873 | 23 | 2.7% | $6,468 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.36万 | 0.06% | 688 | -11 | -1.6% | -$3,894 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.04万 | 0.06% | 12,738 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.73万 | 0.06% | 1,284 | -384 | -23.0% | -$7.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $23.07万 | 0.06% | 682 | 13 | 1.9% | $4,397 | 加仓 |
| HYG | ISHARES TR | $23.02万 | 0.06% | 2,879 | 2,879 | — | $23.02万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.70万 | 0.06% | 3,146 | -18 | -0.6% | -$1,299 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $22.49万 | 0.06% | 4,901 | -182 | -3.6% | -$8,352 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $22.34万 | 0.06% | 2,480 | 2,480 | — | $22.34万 | 新建仓 |
| UNP | UNION PAC CORP | $22.31万 | 0.06% | 820 | 820 | — | $22.31万 | 新建仓 |
| LQD | ISHARES TR | $22.18万 | 0.06% | 2,034 | 2,034 | — | $22.18万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.66万 | 0.06% | 847 | 847 | — | $21.66万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.16万 | 0.05% | 852 | 18 | 2.2% | $4,471 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.14万 | 0.05% | 490 | 490 | — | $21.14万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.64万 | 0.05% | 519 | -8 | -1.5% | -$3,181 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.51万 | 0.05% | 941 | -187 | -16.6% | -$4.08万 | 减仓 |
| GLW | CORNING INC | $20.26万 | 0.05% | 793 | 793 | — | $20.26万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.23万 | 0.05% | 2,102 | -28 | -1.3% | -$2,695 | 减仓 |
| LIN | LINDE PLC | $20.03万 | 0.05% | 386 | 386 | — | $20.03万 | 新建仓 |
| COMP | COMPASS INC | $19.48万 | 0.05% | 15,800 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $13.57万 | 0.03% | 23,763 | 23,763 | — | $13.57万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $6.97万 | 0.02% | 11,162 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -25,959 | -100.0% | -$75.83万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -12,012 | -100.0% | -$40.58万 | 清仓 |
| PMBS | PIMCO ETF TR | $0 | 0.00% | 0 | -7,530 | -100.0% | -$37.35万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,545 | -100.0% | -$34.92万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,594 | -100.0% | -$27.12万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -842 | -100.0% | -$26.99万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,523 | -100.0% | -$25.90万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,713 | -100.0% | -$22.36万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,374 | -100.0% | -$21.94万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -678 | -100.0% | -$21.07万 | 清仓 |