Crews Bank & Trust
PORT CHARLOTTE FL · SEC CIK 0002052279
$6.90亿2026Q1 申报市值
673持仓数
48.9%前十大占比 · 第一大 12.8%
61 / 11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
SPYM 加仓+$148.89万
IBDU 加仓+$134.34万
SPIB 加仓+$124.92万
VUSB 加仓+$120.21万
SLQD 加仓+$117.09万
2026Q1 卖出最多 按季末市值估算
SPSM 减仓-$154.22万
SPMD 减仓-$77.05万
EUSA 减仓-$63.63万
TFC 减仓-$63.48万
AAPL 减仓-$37.94万
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 |
|---|---|---|---|---|---|---|---|---|
| DLS | WisdomTree International SmallCap Div ETF | $9.94万 | 0.01% | 1,220 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utils Inc | $9.96万 | 0.01% | 2,473 | 0 | 0.0% | — | 不变 |
| PEY | Invesco High Yield Equity Div Achievers ETF | $10.05万 | 0.01% | 4,690 | 0 | 0.0% | — | 不变 |
| ES | Eversource Energy Com | $10.27万 | 0.01% | 1,482 | 0 | 0.0% | — | 不变 |
| INMU | iShares Intermediate Muni Income Active ETF | $10.28万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Company Inc | $10.66万 | 0.02% | 813 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Matls Inc | $10.70万 | 0.02% | 1,405 | 1,405 | — | $10.70万 | 新建仓 |
| — | iBonds December 2031 Term Muni Bond ETF | $10.91万 | 0.02% | 4,250 | 0 | 0.0% | — | 不变 |
| FXL | First Trust Technology AlphaDEX ETF | $10.99万 | 0.02% | 692 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $11.01万 | 0.02% | 973 | -60 | -5.8% | -$6,791 | 减仓 |
| SCHW | Schwab Charles Corp | $11.04万 | 0.02% | 1,175 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $11.31万 | 0.02% | 394 | -113 | -22.3% | -$3.24万 | 减仓 |
| GEV | GE Vernova Inc | $11.35万 | 0.02% | 130 | 54 | 71.1% | $4.71万 | 加仓 |
| WMB | Williams Cos Inc | $11.57万 | 0.02% | 1,590 | 0 | 0.0% | — | 不变 |
| YUM | Yum! Brands Inc | $11.61万 | 0.02% | 747 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $11.67万 | 0.02% | 1,636 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc | $11.81万 | 0.02% | 2,049 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc Cl A | $11.86万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IAU | Ishares Gold Trust New ETF | $11.90万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| NVS | Novartis A G (ADR) | $12.01万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| GPC | Genuine Parts Co | $12.43万 | 0.02% | 1,175 | 0 | 0.0% | — | 不变 |
| SPSB | State Street SPDR Portfolio Short Term Corpor | $12.46万 | 0.02% | 4,144 | 1,434 | 52.9% | $4.31万 | 加仓 |
| DWX | STATE STREET SPDR S&P INT DIV ETF | $12.47万 | 0.02% | 2,735 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth Index ETF | $12.49万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | $12.52万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| SPHD | Invesco S&P 500 High Div Low Volatility ETF | $12.72万 | 0.02% | 2,565 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust ETF | $12.99万 | 0.02% | 302 | 9 | 3.1% | $3,873 | 加仓 |
| ROK | Rockwell Automation | $13.42万 | 0.02% | 374 | 0 | 0.0% | — | 不变 |
| QTEC | First Trust NASDAQ-100 Technology Index ETF | $13.46万 | 0.02% | 623 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corporation | $13.75万 | 0.02% | 4,790 | 0 | 0.0% | — | 不变 |
| DIV | Global X SuperDividend US ETF | $13.81万 | 0.02% | 7,305 | 0 | 0.0% | — | 不变 |
| VBK | Vanguard Index Small Cap Growth ETF | $13.84万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| D | Dominion Resources Inc | $13.95万 | 0.02% | 2,257 | 0 | 0.0% | — | 不变 |
| TY | Tri-Contintental Corporation | $14.01万 | 0.02% | 4,434 | 0 | 0.0% | — | 不变 |
| — | SS SPDR S& P GLOBAL DIV ETF | $14.20万 | 0.02% | 1,840 | 0 | 0.0% | — | 不变 |
| KRE | State Street SPDR S&P Regional Banking ETF | $14.43万 | 0.02% | 2,215 | 5 | 0.2% | $326 | 加仓 |
| ADP | Automatic Data Processing | $14.51万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| IBDX | iBonds December 2032 Corporate Term ETF | $14.54万 | 0.02% | 5,755 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC Spon ADS | $14.58万 | 0.02% | 1,568 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab Strategic US Large Cap ETF | $14.65万 | 0.02% | 5,712 | 2,713 | 90.5% | $6.96万 | 加仓 |
| VBR | Vanguard Small-Cap Value ETF | $14.73万 | 0.02% | 678 | 0 | 0.0% | — | 不变 |
| BIV | Vanguard Intermediate Term Bond ETF | $15.13万 | 0.02% | 1,961 | 0 | 0.0% | — | 不变 |
| SPYG | ST STR SPDR PORTFOLIO S&P 500 GROWTH ETF | $15.30万 | 0.02% | 1,563 | 0 | 0.0% | — | 不变 |
| IGSB | iShares 1-5 Year Invest Grade Corp Bond ETF | $15.32万 | 0.02% | 2,915 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc | $15.41万 | 0.02% | 2,846 | 0 | 0.0% | — | 不变 |
| SDIV | Global X Super Dividend ETF | $15.45万 | 0.02% | 6,115 | 0 | 0.0% | — | 不变 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $15.55万 | 0.02% | 1,566 | 103 | 7.0% | $1.02万 | 加仓 |
| USB | U S Bancorp | $15.68万 | 0.02% | 3,014 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $15.72万 | 0.02% | 1,038 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $15.74万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $15.78万 | 0.02% | 365 | -300 | -45.1% | -$12.97万 | 减仓 |
| XYL | Xylem Inc | $15.82万 | 0.02% | 1,324 | -125 | -8.6% | -$1.49万 | 减仓 |
| IVE | iShares S&P 500 Value ETF | $16.26万 | 0.02% | 770 | 544 | 240.7% | $11.49万 | 加仓 |
| C | Citigroup Inc | $16.49万 | 0.02% | 1,454 | -670 | -31.5% | -$7.60万 | 减仓 |
| PYPL | PayPal Holdings Inc | $16.74万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Company | $17.12万 | 0.02% | 1,171 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $17.69万 | 0.03% | 1,840 | 0 | 0.0% | — | 不变 |
| IBTK | iBonds December 2030 Treasury Bond ETF | $17.70万 | 0.03% | 8,975 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co | $17.76万 | 0.03% | 2,231 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $17.81万 | 0.03% | 479 | 0 | 0.0% | — | 不变 |
| OBIL | F/m US Treasury 12 Month Bill ETF | $18.03万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| FDL | First Trust Morningstar Div Leaders ETF | $18.03万 | 0.03% | 3,550 | 0 | 0.0% | — | 不变 |
| AEE | Ameren Corp | $18.99万 | 0.03% | 1,728 | 0 | 0.0% | — | 不变 |
| — | Invesco Bulletshares 2033 Muni Bond ETF | $19.47万 | 0.03% | 7,660 | 0 | 0.0% | — | 不变 |
| BSMW | Invesco Bulletshares 2032 Muni Bond ETF | $19.51万 | 0.03% | 7,850 | 0 | 0.0% | — | 不变 |
| — | Invesco BulletShares 2031 Muni Bond ETF | $19.75万 | 0.03% | 9,460 | 0 | 0.0% | — | 不变 |
| BSMU | Invesco BulletShares 2030 Muni Bond ETF | $19.87万 | 0.03% | 9,110 | 0 | 0.0% | — | 不变 |
| BSMT | Invesco BulletShares 2029 Muni Bond ETF | $19.92万 | 0.03% | 8,650 | 0 | 0.0% | — | 不变 |
| UTWO | F/m US Treasury 2 Year Note ETF | $19.94万 | 0.03% | 4,130 | -210 | -4.8% | -$1.01万 | 减仓 |
| BSMS | Invesco BulletShares 2028 Muni Bond ETF | $19.97万 | 0.03% | 8,535 | 0 | 0.0% | — | 不变 |
| BSMR | Invesco BulletShares 2027 Muni Bond ETF | $20.00万 | 0.03% | 8,455 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $20.03万 | 0.03% | 3,035 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $20.35万 | 0.03% | 458 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Total Bond Market ETF | $20.41万 | 0.03% | 2,771 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corporation | $20.52万 | 0.03% | 576 | 0 | 0.0% | — | 不变 |
| WEC | WEC Energy Group Inc | $21.00万 | 0.03% | 1,814 | 0 | 0.0% | — | 不变 |
| CHD | Church & Dwight Company Inc | $21.23万 | 0.03% | 2,275 | 0 | 0.0% | — | 不变 |
| COHR | Coherent Corp | $21.44万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $21.59万 | 0.03% | 3,816 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth ETF | $21.60万 | 0.03% | 1,969 | 313 | 18.9% | $3.43万 | 加仓 |
| RACE | Ferrari N V | $22.41万 | 0.03% | 662 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals Inc | $22.48万 | 0.03% | 774 | 0 | 0.0% | — | 不变 |
| XT | iShares Exponential Technologies ETF | $23.05万 | 0.03% | 3,383 | 0 | 0.0% | — | 不变 |
| — | Watsco Inc Class B Conv | $23.42万 | 0.03% | 650 | -50 | -7.1% | -$1.80万 | 减仓 |
| PNC | PNC Financial Services Group Inc | $23.56万 | 0.03% | 1,132 | 0 | 0.0% | — | 不变 |
| VGIT | Vanguard Intermediate Term Treasury ETF | $23.63万 | 0.03% | 3,968 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $25.20万 | 0.04% | 746 | 46 | 6.6% | $1.55万 | 加仓 |
| PGX | Invesco Preferred ETF | $25.30万 | 0.04% | 23,255 | -1,500 | -6.1% | -$1.63万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $25.96万 | 0.04% | 8,460 | 0 | 0.0% | — | 不变 |
| BMY | Bristol- Myers Squibb Co | $26.63万 | 0.04% | 4,390 | -409 | -8.5% | -$2.48万 | 减仓 |
| IWD | iShares Russell 1000 Value Index ETF | $27.11万 | 0.04% | 1,269 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Incorporated | $28.23万 | 0.04% | 1,454 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Ftse Developed Markets ETF | $28.88万 | 0.04% | 4,507 | 1,314 | 41.2% | $8.42万 | 加仓 |
| BSCT | Invesco BulletShares 2029 Corp Bond ETF | $28.92万 | 0.04% | 15,500 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $28.98万 | 0.04% | 6,566 | 0 | 0.0% | — | 不变 |
| IBMS | iBonds December 2030 Term Muni Bond ETF | $29.19万 | 0.04% | 11,300 | 0 | 0.0% | — | 不变 |
| TRV | Travelers Companies Inc | $29.58万 | 0.04% | 1,014 | 0 | 0.0% | — | 不变 |
| IBTJ | iBonds December 2029 Treasury Bond ETF | $29.68万 | 0.04% | 13,590 | 0 | 0.0% | — | 不变 |
| OKE | Oneok Inc New | $29.84万 | 0.04% | 3,301 | -150 | -4.3% | -$1.36万 | 减仓 |
| SBUX | Starbucks Corporation | $29.90万 | 0.04% | 3,337 | 0 | 0.0% | — | 不变 |