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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $4,571.11万 | 13.43% | 644,636 | 8,060 | 1.3% | $57.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,705.76万 | 10.88% | 484,160 | -10,733 | -2.2% | -$82.15万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $3,135.53万 | 9.21% | 936,959 | -11,813 | -1.2% | -$39.53万 | 减仓 |
| SGOV | ISHARES TR | $1,474.32万 | 4.33% | 146,465 | 37,677 | 34.6% | $379.26万 | 加仓 |
| — | ISHARES TR | $1,324.73万 | 3.89% | 498,567 | 16,540 | 3.4% | $43.95万 | 加仓 |
| — | CALAMOS ETF TR | $1,287.96万 | 3.78% | 474,637 | 4,722 | 1.0% | $12.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $975.88万 | 2.87% | 22,342 | -2,894 | -11.5% | -$126.41万 | 减仓 |
| QUAL | ISHARES TR | $974.85万 | 2.86% | 50,824 | -526 | -1.0% | -$10.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $891.66万 | 2.62% | 24,088 | 1,067 | 4.6% | $39.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $863.04万 | 2.53% | 49,486 | 3,224 | 7.0% | $56.23万 | 加仓 |
| AAPL | APPLE INC | $834.92万 | 2.45% | 32,898 | 1,069 | 3.4% | $27.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $776.53万 | 2.28% | 211,244 | -4,343 | -2.0% | -$15.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $741.50万 | 2.18% | 19,340 | 1,030 | 5.6% | $39.49万 | 加仓 |
| IYW | ISHARES TR | $647.97万 | 1.90% | 35,716 | -8,164 | -18.6% | -$148.11万 | 减仓 |
| GOOGL | ALPHABET INC | $577.62万 | 1.70% | 20,087 | 264 | 1.3% | $7.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $544.98万 | 1.60% | 93,672 | 93,672 | — | $544.98万 | 新建仓 |
| AMZN | AMAZON COM INC | $491.56万 | 1.44% | 23,602 | 398 | 1.7% | $8.29万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $477.16万 | 1.40% | 89,474 | -843 | -0.9% | -$4.50万 | 减仓 |
| VIS | VANGUARD WORLD FD | $415.50万 | 1.22% | 13,308 | 2,429 | 22.3% | $75.84万 | 加仓 |
| IAU | ISHARES GOLD TR | $380.60万 | 1.12% | 43,172 | 11,991 | 38.5% | $105.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $368.12万 | 1.08% | 7,682 | -53 | -0.7% | -$2.54万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $363.82万 | 1.07% | 107,449 | 107,449 | — | $363.82万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $352.73万 | 1.04% | 76,464 | 5,557 | 7.8% | $25.63万 | 加仓 |
| LLY | ELI LILLY & CO | $292.30万 | 0.86% | 3,178 | -87 | -2.7% | -$8.00万 | 减仓 |
| LEGH | LEGACY HOUSING CORP | $269.68万 | 0.79% | 132,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $259.74万 | 0.76% | 4,540 | 709 | 18.5% | $40.56万 | 加仓 |
| GOOG | ALPHABET INC | $254.52万 | 0.75% | 8,873 | 213 | 2.5% | $6.11万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $204.60万 | 0.60% | 38,337 | -387 | -1.0% | -$2.07万 | 减仓 |
| TSLA | TESLA INC | $202.27万 | 0.59% | 5,441 | 613 | 12.7% | $22.79万 | 加仓 |
| AVGO | BROADCOM INC | $202.14万 | 0.59% | 6,531 | 131 | 2.0% | $4.05万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $200.95万 | 0.59% | 40,215 | 40,215 | — | $200.95万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $194.84万 | 0.57% | 4,018 | 218 | 5.7% | $10.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $185.68万 | 0.55% | 2,855 | -2,047 | -41.8% | -$133.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $161.93万 | 0.48% | 5,505 | 145 | 2.7% | $4.27万 | 加仓 |
| NFLX | NETFLIX INC. | $155.58万 | 0.46% | 16,181 | 535 | 3.4% | $5.14万 | 加仓 |
| WMT | WALMART INC | $147.45万 | 0.43% | 11,864 | 501 | 4.4% | $6.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.42% | 2 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $136.81万 | 0.40% | 33,031 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $133.42万 | 0.39% | 1,339 | 191 | 16.6% | $19.03万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $130.37万 | 0.38% | 36,786 | 775 | 2.2% | $2.75万 | 加仓 |
| IVV | ISHARES TR | $128.90万 | 0.38% | 1,973 | -149 | -7.0% | -$9.73万 | 减仓 |
| WFC | WELLS FARGO & CO | $126.52万 | 0.37% | 15,893 | 2,747 | 20.9% | $21.87万 | 加仓 |
| V | VISA INC | $122.02万 | 0.36% | 4,037 | 569 | 16.4% | $17.20万 | 加仓 |
| VOX | VANGUARD WORLD FD | $118.64万 | 0.35% | 6,597 | -1,030 | -13.5% | -$18.52万 | 减仓 |
| MGK | VANGUARD WORLD FD | $111.51万 | 0.33% | 3,035 | -163 | -5.1% | -$5.99万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $111.42万 | 0.33% | 1,865 | -329 | -15.0% | -$19.66万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $108.37万 | 0.32% | 17,289 | -16,799 | -49.3% | -$105.30万 | 减仓 |
| PYLD | PIMCO ETF TR | $107.34万 | 0.32% | 40,968 | 40,968 | — | $107.34万 | 新建仓 |
| ESGU | ISHARES TR | $106.85万 | 0.31% | 7,556 | -439 | -5.5% | -$6.21万 | 减仓 |
| — | EXXON MOBIL CORP | $98.33万 | 0.29% | 5,796 | 65 | 1.1% | $1.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.88万 | 0.25% | 29,483 | -3,920 | -11.7% | -$11.29万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $78.28万 | 0.23% | 18,762 | 10,662 | 131.6% | $44.48万 | 加仓 |
| MINT | PIMCO ETF TR | $76.48万 | 0.22% | 7,604 | 3,291 | 76.3% | $33.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $75.83万 | 0.22% | 25,959 | -92,999 | -78.2% | -$271.65万 | 减仓 |
| CAT | CATERPILLAR INC | $75.38万 | 0.22% | 1,064 | 42 | 4.1% | $2.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.29万 | 0.21% | 4,942 | 964 | 24.2% | $14.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $65.86万 | 0.19% | 2,694 | 201 | 8.1% | $4.91万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $64.02万 | 0.19% | 11,699 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $59.57万 | 0.17% | 2,879 | 105 | 3.8% | $2.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.46万 | 0.17% | 1,523 | -92 | -5.7% | -$3.59万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $58.80万 | 0.17% | 18,289 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $57.64万 | 0.17% | 4,792 | 133 | 2.9% | $1.60万 | 加仓 |
| ABBV | ABBVIE INC | $55.57万 | 0.16% | 2,555 | 115 | 4.7% | $2.50万 | 加仓 |
| CRM | SALESFORCE INC | $52.76万 | 0.15% | 2,826 | 140 | 5.2% | $2.61万 | 加仓 |
| HD | HOME DEPOT INC | $52.66万 | 0.15% | 1,601 | 301 | 23.2% | $9.90万 | 加仓 |
| PL | PLANET LABS PBC | $52.29万 | 0.15% | 18,708 | -4,550 | -19.6% | -$12.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.56万 | 0.15% | 1,032 | 261 | 33.9% | $13.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.94万 | 0.14% | 2,498 | 2,498 | — | $47.94万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $46.45万 | 0.14% | 17,450 | 17,450 | — | $46.45万 | 新建仓 |
| VGUS | VANGUARD INSTL INDEX FD | $46.22万 | 0.14% | 6,109 | -59,957 | -90.8% | -$453.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $45.29万 | 0.13% | 3,689 | 451 | 13.9% | $5.54万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $45.23万 | 0.13% | 9,478 | -1,800 | -16.0% | -$8.59万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.07万 | 0.13% | 2,811 | -108 | -3.7% | -$1.73万 | 减仓 |
| — | ISHARES TR | $44.93万 | 0.13% | 16,751 | -13,342 | -44.3% | -$35.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $44.79万 | 0.13% | 642 | 6 | 0.9% | $4,186 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.79万 | 0.13% | 776 | -194 | -20.0% | -$11.20万 | 减仓 |
| CSCO | CISCO SYS INC | $44.75万 | 0.13% | 5,767 | 3 | 0.1% | $233 | 加仓 |
| ORCL | ORACLE CORP | $43.99万 | 0.13% | 2,990 | 701 | 30.6% | $10.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.23万 | 0.12% | 2,924 | 1,420 | 94.4% | $20.51万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $41.00万 | 0.12% | 10,035 | -98 | -1.0% | -$4,004 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $40.58万 | 0.12% | 12,012 | 12,012 | — | $40.58万 | 新建仓 |
| BAC | BANK AMERICA CORP | $40.25万 | 0.12% | 8,256 | 475 | 6.1% | $2.32万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $40.22万 | 0.12% | 9,330 | 3,449 | 58.6% | $14.87万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $39.39万 | 0.12% | 2,604 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $39.36万 | 0.12% | 7,616 | -700 | -8.4% | -$3.62万 | 减仓 |
| GLD | SPDR GOLD TR | $38.21万 | 0.11% | 888 | 310 | 53.6% | $13.34万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $38.19万 | 0.11% | 11,589 | 11,589 | — | $38.19万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $37.56万 | 0.11% | 1,605 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.50万 | 0.11% | 6,352 | 6,352 | — | $37.50万 | 新建仓 |
| PMBS | PIMCO ETF TR | $37.35万 | 0.11% | 7,530 | 7,530 | — | $37.35万 | 新建仓 |
| RTX | RTX CORPORATION | $36.84万 | 0.11% | 1,910 | 40 | 2.1% | $7,716 | 加仓 |
| AMGN | AMGEN INC | $35.47万 | 0.10% | 1,008 | 27 | 2.8% | $9,500 | 加仓 |
| — | HONEYWELL INTL INC | $34.92万 | 0.10% | 1,545 | 182 | 13.4% | $4.11万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $34.77万 | 0.10% | 3,551 | 220 | 6.6% | $2.15万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $31.07万 | 0.09% | 12,738 | 12,738 | — | $31.07万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $30.78万 | 0.09% | 911 | 911 | — | $30.78万 | 新建仓 |
| ETN | EATON CORP PLC | $30.40万 | 0.09% | 850 | 37 | 4.6% | $1.32万 | 加仓 |
| IRM | IRON MTN INC DEL | $30.11万 | 0.09% | 2,948 | -113 | -3.7% | -$1.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $29.26万 | 0.09% | 856 | -139 | -14.0% | -$4.75万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.20万 | 0.09% | 483 | 483 | — | $29.20万 | 新建仓 |