13F 机构持仓

Crews Bank & Trust

PORT CHARLOTTE FL · SEC CIK 0002052279

2026Q22026Q1 更早 9 个季度 🔒
$7.66亿2026Q2 申报市值
662持仓数
49.3%前十大占比 · 第一大 13.6%
49 / 60新建仓 / 清仓
申报市值走势$7.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 13.6%
VIG 5.6%
SLQD 5.2%
VYM 5.1%
VUG 4.8%
SPIB 3.5%
SPSM 3.4%
SPMD 2.8%
AAPL 2.7%
VCIT 2.6%

2026Q2 买入最多 按季末市值估算

GRDN 新建仓+$423.42万
SPYM 加仓+$263.40万
VIG 加仓+$153.52万
VUG 加仓+$150.62万
SLQD 加仓+$145.81万

2026Q2 卖出最多 按季末市值估算

SPSM 减仓-$175.76万
HON 减仓-$88.53万
SPMD 减仓-$75.11万
VYMI 减仓-$63.86万
AMD 减仓-$61.00万

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
BSMR Invesco BulletShares 2027 Muni Bond ETF $19.99万0.03%8,455 00.0% — 不变
BSMS Invesco BulletShares 2028 Muni Bond ETF $20.01万0.03%8,535 00.0% — 不变
SPTM State Street SPDR S&P 1500 ETF $20.22万0.03%2,227 1,08494.8% $9.84万 加仓
— Watsco Inc Class B Conv $20.66万0.03%500 -150-23.1% -$6.20万 减仓
QTEC First Trust NASDAQ-100 Technology Index ETF $20.85万0.03%623 00.0% — 不变
WEC WEC Energy Group Inc $21.18万0.03%1,814 00.0% — 不变
CHD Church & Dwight Company Inc $22.04万0.03%2,275 00.0% — 不变
APD Air Products & Chemicals Inc $22.69万0.03%774 00.0% — 不变
SPYV State Street SPDR Portfolio S&P 500 Value ETF $23.20万0.03%3,816 00.0% — 不变
VGIT Vanguard Intermediate Term Treasury ETF $23.72万0.03%4,021 531.3% $3,126 加仓
TSLA Tesla Inc $23.97万0.03%570 9119.0% $3.83万 加仓
BMY Bristol- Myers Squibb Co $24.32万0.03%4,221 -169-3.8% -$9,738 减仓
URI United Rentals Inc $24.47万0.03%216 00.0% — 不变
RACE Ferrari N V $24.65万0.03%662 00.0% — 不变
VONG Vanguard Russell 1000 Growth ETF $25.17万0.03%1,969 00.0% — 不变
PGX Invesco Preferred ETF $25.21万0.03%23,255 00.0% — 不变
NKE Nike Inc $25.39万0.03%6,184 -61-1.0% -$2,504 减仓
SCHD Schwab US Dividend Equity ETF $25.86万0.03%8,155 -305-3.6% -$9,672 减仓
BSCT Invesco BulletShares 2029 Corp Bond ETF $26.00万0.03%14,000 -1,500-9.7% -$2.79万 减仓
MO Altria Group Inc $27.13万0.04%3,771 73624.3% $5.30万 加仓
BSMW Invesco Bulletshares 2032 Muni Bond ETF $27.75万0.04%11,040 3,19040.6% $8.02万 加仓
— Invesco Bulletshares 2033 Muni Bond ETF $27.80万0.04%10,775 3,11540.7% $8.04万 加仓
— Invesco BulletShares 2031 Muni Bond ETF $27.84万0.04%13,265 3,80540.2% $7.98万 加仓
PNC PNC Financial Services Group Inc $27.87万0.04%1,132 00.0% — 不变
XT iShares Exponential Technologies ETF $27.95万0.04%3,383 00.0% — 不变
ISRG Intuitive Surgical Inc Com New $28.16万0.04%708 00.0% — 不变
OKE Oneok Inc New $28.70万0.04%3,301 00.0% — 不变
TFI State Street SPDR Nuveen ICE Muni Bond ETF $28.99万0.04%6,330 -500-7.3% -$2.29万 减仓
IBMS iBonds December 2030 Term Muni Bond ETF $29.23万0.04%11,300 00.0% — 不变
IBTJ iBonds December 2029 Treasury Bond ETF $29.42万0.04%13,590 00.0% — 不变
VEA Vanguard Ftse Developed Markets ETF $29.66万0.04%4,163 -344-7.6% -$2.45万 减仓
VEU Vanguard International Equity Index Fund ETF $29.89万0.04%3,569 3,3511,537.2% $28.06万 加仓
IWD iShares Russell 1000 Value Index ETF $30.52万0.04%1,259 -10-0.8% -$2,424 减仓
SPYD ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF $31.13万0.04%6,525 -6,085-48.3% -$29.03万 减仓
COHR Coherent Corp $31.56万0.04%800 -100-11.1% -$3.94万 减仓
ITT ITT Inc $31.64万0.04%1,600 00.0% — 不变
IVW iShares S&P 500 Growth ETF $32.87万0.04%2,390 -1,458-37.9% -$20.05万 减仓
SBUX Starbucks Corporation $33.08万0.04%3,237 -100-3.0% -$1.02万 减仓
TRV Travelers Companies Inc $33.47万0.04%1,014 00.0% — 不变
IBTH iBonds December 2027 Treasury Bond ETF $34.32万0.04%15,340 00.0% — 不变
IBTI iBonds December 2028 Treasury Bond ETF $34.93万0.05%15,775 00.0% — 不变
BSCQ Invesco BulletShares 2026 Corp Bond ETF $35.08万0.05%17,965 -7,150-28.5% -$13.96万 减仓
IBTG iBonds December 2026 Treasury Bond ETF $35.11万0.05%15,340 -850-5.3% -$1.95万 减仓
IBM International Business Machines Corp $35.24万0.05%1,253 -25-2.0% -$7,030 减仓
VCLT Vanguard Long-Term Corporate Bond ETF $35.37万0.05%4,700 -240-4.9% -$1.81万 减仓
KMB Kimberly-Clark Corp $35.98万0.05%3,278 -25-0.8% -$2,744 减仓
TMO Thermo Fisher Scientific Inc $36.45万0.05%727 -250-25.6% -$12.53万 减仓
TJX TJX Companies Inc $36.57万0.05%2,414 -9-0.4% -$1,364 减仓
BSCS Invesco BulletShares 2028 Corp Bond ETF $36.79万0.05%18,065 -1,500-7.7% -$3.05万 减仓
CNP CenterPoint Energy Inc $37.34万0.05%8,478 00.0% — 不变
CASY Caseys General Stores Inc $37.91万0.05%477 00.0% — 不变
CRH Crh Plc ORD $38.02万0.05%3,553 00.0% — 不变
WM Waste Mgmt Inc Del $38.36万0.05%1,721 00.0% — 不变
ALL Allstate Corp $38.47万0.05%1,617 00.0% — 不变
BNY Bank Of New York Mellon Corporation $38.80万0.05%2,683 00.0% — 不变
EBAY eBay Inc $39.03万0.05%3,493 00.0% — 不变
VCSH Vanguard Short Term Corp Bond ETF $39.33万0.05%4,976 58013.2% $4.58万 加仓
VXUS Vanguard Total International Stock Index ETF $40.49万0.05%4,736 -360-7.1% -$3.08万 减仓
TGT Target Corporation $43.06万0.06%3,297 -20-0.6% -$2,612 减仓
TXN Texas Instruments Incorporated $43.34万0.06%1,454 00.0% — 不变
IBDW iBonds December 2031 Corporate Term ETF $43.47万0.06%20,860 -5,130-19.7% -$10.69万 减仓
PFE Pfizer Inc $43.79万0.06%18,187 2891.6% $6,959 加仓
CSX CSX Corporation $44.79万0.06%9,424 -85-0.9% -$4,040 减仓
DHR Danaher Corporation $45.58万0.06%2,393 -6-0.3% -$1,143 减仓
ETN Eaton Corporation PLC $45.85万0.06%1,076 00.0% — 不变
IBMR iBonds December 2029 Term Muni Bond ETF $46.02万0.06%18,125 00.0% — 不变
SO Southern Company $46.14万0.06%4,821 46110.6% $4.41万 加仓
MA Mastercard Incorporated $46.74万0.06%910 -45-4.7% -$2.31万 减仓
PM Philip Morris International Inc $47.11万0.06%2,604 -700-21.2% -$12.66万 减仓
XLC State Street Comm Svcs Select Sector SPDR ETF $48.10万0.06%4,490 00.0% — 不变
BSCR Invesco BulletShares 2027 Corp Bond ETF $48.64万0.06%24,795 -2,550-9.3% -$5.00万 减仓
BRK/B Berkshire Hathaway Inc $50.04万0.07%1,000 -44-4.2% -$2.20万 减仓
VO Vanguard Index Funds Mid-Cap ETF $51.11万0.07%6,344 1762.9% $1.42万 加仓
— F/M 2-Yr Investment Grade Corporate Bond ETF $51.38万0.07%10,200 -1,000-8.9% -$5.04万 减仓
— F/m 3-Yr Investment Grade Corporate Bond ETF $51.55万0.07%10,200 -1,000-8.9% -$5.05万 减仓
MNST Monster Beverage Corporation $51.92万0.07%5,402 00.0% — 不变
RTX RTX Corporate $53.11万0.07%2,799 -129-4.4% -$2.45万 减仓
PZA Invesco National AMT-Free Muni Bond ETF $53.66万0.07%22,815 -2,700-10.6% -$6.35万 减仓
BSMQ Invesco BulletShares 2026 Muni Bond ETF $53.86万0.07%22,875 00.0% — 不变
VTES Vanguard Short-Term Exempt Bond ETF $55.21万0.07%5,450 00.0% — 不变
VTEI Vanguard Intermediate Term Tax-Free Bond ETF $55.69万0.07%5,515 00.0% — 不变
XAR State Street SPDR S&P Aerospace & Defense ETF $57.16万0.07%2,014 753.9% $2.13万 加仓
ABT Abbott Laboratories $58.03万0.08%6,395 -60-0.9% -$5,444 减仓
PAYX Paychex Inc $58.74万0.08%5,974 -350-5.5% -$3.44万 减仓
SHW Sherwin-Williams Company $59.05万0.08%1,715 00.0% — 不变
DIS Walt Disney Company $59.77万0.08%6,210 -905-12.7% -$8.71万 减仓
T AT&T Inc $59.87万0.08%28,925 -548-1.9% -$1.13万 减仓
MDT Medtronic PLC $60.05万0.08%7,676 -194-2.5% -$1.52万 减仓
— Avantis Core Municipal Fixed Income ETF $62.28万0.08%13,369 00.0% — 不变
VTEB Vanguard Tax Exempt Bond Index ETF $63.55万0.08%12,565 3783.1% $1.91万 加仓
IVV iShares Core S&P 500 ETF $64.55万0.08%862 10013.1% $7.49万 加仓
KMI Kinder Morgan Inc $64.92万0.08%20,307 4062.0% $1.30万 加仓
GLDM SPDR Gold Minishares Trust ETF $65.24万0.09%8,215 00.0% — 不变
ADBE Adobe Systems Incorporated $65.34万0.09%3,187 -233-6.8% -$4.78万 减仓
JMUB J P Morgan Municipal ETF $65.58万0.09%12,946 1871.5% $9,472 加仓
GS Goldman Sachs Group Inc $67.16万0.09%664 -12-1.8% -$1.21万 减仓
TSEM Tower Semiconductor Ltd New $67.25万0.09%2,580 -20-0.8% -$5,213 减仓
NEAR iShares Short Duration Bond Active ETF $67.88万0.09%13,400 -395-2.9% -$2.00万 减仓
PEG Public Service Enterprise Group Inc $70.72万0.09%8,714 00.0% — 不变
AVGO Broadcom Inc $71.43万0.09%1,891 502.7% $1.89万 加仓