13F 机构持仓

Crews Bank & Trust

PORT CHARLOTTE FL · SEC CIK 0002052279

2026Q22026Q1 更早 9 个季度 🔒
$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
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 12.8%
SLQD 5.6%
VIG 5.5%
VYM 5.3%
VUG 4.3%
SPIB 3.7%
SPSM 3.4%
VCIT 2.8%
SPMD 2.8%
AAPL 2.6%

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
— Watsco Inc Class B Conv $23.42万0.03%650 -50-7.1% -$1.80万 减仓
XT iShares Exponential Technologies ETF $23.05万0.03%3,383 00.0% — 不变
APD Air Products & Chemicals Inc $22.48万0.03%774 00.0% — 不变
RACE Ferrari N V $22.41万0.03%662 00.0% — 不变
VONG Vanguard Russell 1000 Growth ETF $21.60万0.03%1,969 31318.9% $3.43万 加仓
SPYV State Street SPDR Portfolio S&P 500 Value ETF $21.59万0.03%3,816 00.0% — 不变
COHR Coherent Corp $21.44万0.03%900 00.0% — 不变
CHD Church & Dwight Company Inc $21.23万0.03%2,275 00.0% — 不变
WEC WEC Energy Group Inc $21.00万0.03%1,814 00.0% — 不变
FDX FedEx Corporation $20.52万0.03%576 00.0% — 不变
BND Vanguard Total Bond Market ETF $20.41万0.03%2,771 00.0% — 不变
AMP Ameriprise Financial Inc $20.35万0.03%458 00.0% — 不变
MO Altria Group Inc $20.03万0.03%3,035 00.0% — 不变
BSMR Invesco BulletShares 2027 Muni Bond ETF $20.00万0.03%8,455 00.0% — 不变
BSMS Invesco BulletShares 2028 Muni Bond ETF $19.97万0.03%8,535 00.0% — 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
BSMT Invesco BulletShares 2029 Muni Bond ETF $19.92万0.03%8,650 00.0% — 不变
BSMU Invesco BulletShares 2030 Muni Bond ETF $19.87万0.03%9,110 00.0% — 不变
— Invesco BulletShares 2031 Muni Bond ETF $19.75万0.03%9,460 00.0% — 不变
BSMW Invesco Bulletshares 2032 Muni Bond ETF $19.51万0.03%7,850 00.0% — 不变
— Invesco Bulletshares 2033 Muni Bond ETF $19.47万0.03%7,660 00.0% — 不变
AEE Ameren Corp $18.99万0.03%1,728 00.0% — 不变
FDL First Trust Morningstar Div Leaders ETF $18.03万0.03%3,550 00.0% — 不变
OBIL F/m US Treasury 12 Month Bill ETF $18.03万0.03%3,600 00.0% — 不变
TSLA Tesla Inc $17.81万0.03%479 00.0% — 不变
WFC Wells Fargo & Co $17.76万0.03%2,231 00.0% — 不变
IBTK iBonds December 2030 Treasury Bond ETF $17.70万0.03%8,975 00.0% — 不变
NFLX Netflix Inc $17.69万0.03%1,840 00.0% — 不变
DTE DTE Energy Company $17.12万0.02%1,171 00.0% — 不变
PYPL PayPal Holdings Inc $16.74万0.02%3,700 00.0% — 不变
C Citigroup Inc $16.49万0.02%1,454 -670-31.5% -$7.60万 减仓
IVE iShares S&P 500 Value ETF $16.26万0.02%770 544240.7% $11.49万 加仓
XYL Xylem Inc $15.82万0.02%1,324 -125-8.6% -$1.49万 减仓
INTU Intuit Inc $15.78万0.02%365 -300-45.1% -$12.97万 减仓
URI United Rentals Inc $15.74万0.02%216 00.0% — 不变
DVY iShares Select Dividend ETF $15.72万0.02%1,038 00.0% — 不变
USB U S Bancorp $15.68万0.02%3,014 00.0% — 不变
AGG iShares Core U.S. Aggregate Bond ETF $15.55万0.02%1,566 1037.0% $1.02万 加仓
SDIV Global X Super Dividend ETF $15.45万0.02%6,115 00.0% — 不变
ENB Enbridge Inc $15.41万0.02%2,846 00.0% — 不变
IGSB iShares 1-5 Year Invest Grade Corp Bond ETF $15.32万0.02%2,915 00.0% — 不变
SPYG ST STR SPDR PORTFOLIO S&P 500 GROWTH ETF $15.30万0.02%1,563 00.0% — 不变
BIV Vanguard Intermediate Term Bond ETF $15.13万0.02%1,961 00.0% — 不变
VBR Vanguard Small-Cap Value ETF $14.73万0.02%678 00.0% — 不变
SCHX Schwab Strategic US Large Cap ETF $14.65万0.02%5,712 2,71390.5% $6.96万 加仓
SHEL Shell PLC Spon ADS $14.58万0.02%1,568 00.0% — 不变
IBDX iBonds December 2032 Corporate Term ETF $14.54万0.02%5,755 00.0% — 不变
ADP Automatic Data Processing $14.51万0.02%714 00.0% — 不变
KRE State Street SPDR S&P Regional Banking ETF $14.43万0.02%2,215 50.2% $326 加仓
— SS SPDR S& P GLOBAL DIV ETF $14.20万0.02%1,840 00.0% — 不变
TY Tri-Contintental Corporation $14.01万0.02%4,434 00.0% — 不变
D Dominion Resources Inc $13.95万0.02%2,257 00.0% — 不变
VBK Vanguard Index Small Cap Growth ETF $13.84万0.02%458 00.0% — 不变
DIV Global X SuperDividend US ETF $13.81万0.02%7,305 00.0% — 不变
CMCSA Comcast Corporation $13.75万0.02%4,790 00.0% — 不变
QTEC First Trust NASDAQ-100 Technology Index ETF $13.46万0.02%623 00.0% — 不变
ROK Rockwell Automation $13.42万0.02%374 00.0% — 不变
GLD SPDR Gold Trust ETF $12.99万0.02%302 93.1% $3,873 加仓
SPHD Invesco S&P 500 High Div Low Volatility ETF $12.72万0.02%2,565 00.0% — 不变
RDIV Invesco S&P Ultra Dividend Revenue ETF $12.52万0.02%2,250 00.0% — 不变
IWF iShares Russell 1000 Growth Index ETF $12.49万0.02%293 00.0% — 不变
DWX STATE STREET SPDR S&P INT DIV ETF $12.47万0.02%2,735 00.0% — 不变
SPSB State Street SPDR Portfolio Short Term Corpor $12.46万0.02%4,144 1,43452.9% $4.31万 加仓
GPC Genuine Parts Co $12.43万0.02%1,175 00.0% — 不变
NVS Novartis A G (ADR) $12.01万0.02%786 00.0% — 不变
IAU Ishares Gold Trust New ETF $11.90万0.02%1,350 00.0% — 不变
SHOP Shopify Inc Cl A $11.86万0.02%1,000 00.0% — 不变
MDLZ Mondelez International Inc $11.81万0.02%2,049 00.0% — 不变
SYY Sysco Corporation $11.67万0.02%1,636 00.0% — 不变
YUM Yum! Brands Inc $11.61万0.02%747 00.0% — 不变
WMB Williams Cos Inc $11.57万0.02%1,590 00.0% — 不变
GEV GE Vernova Inc $11.35万0.02%130 5471.1% $4.71万 加仓
NSC Norfolk Southern Corp $11.31万0.02%394 -113-22.3% -$3.24万 减仓
SCHW Schwab Charles Corp $11.04万0.02%1,175 00.0% — 不变
ED Consolidated Edison Inc $11.01万0.02%973 -60-5.8% -$6,791 减仓
FXL First Trust Technology AlphaDEX ETF $10.99万0.02%692 00.0% — 不变
— iBonds December 2031 Term Muni Bond ETF $10.91万0.02%4,250 00.0% — 不变
SOLS Solstice Advanced Matls Inc $10.70万0.02%1,405 1,405— $10.70万 新建仓
AEP American Electric Power Company Inc $10.66万0.02%813 00.0% — 不变
INMU iShares Intermediate Muni Income Active ETF $10.28万0.01%4,300 00.0% — 不变
ES Eversource Energy Com $10.27万0.01%1,482 00.0% — 不变
PEY Invesco High Yield Equity Div Achievers ETF $10.05万0.01%4,690 00.0% — 不变
WTRG Essential Utils Inc $9.96万0.01%2,473 00.0% — 不变
DLS WisdomTree International SmallCap Div ETF $9.94万0.01%1,220 00.0% — 不变
CP Canadian Pacific Kansas City $9.83万0.01%1,250 00.0% — 不变
ISTB iShares Core Short-Term USD Bond ETF $9.73万0.01%2,007 00.0% — 不变
SCHV Schwab US Large-Cap Value ETF $9.72万0.01%3,186 00.0% — 不变
CB Chubb Limited $9.71万0.01%298 00.0% — 不变
STM ST Microelectronics N V NY Registry $9.67万0.01%2,800 00.0% — 不变
VB Vanguard Small-Cap Index Fund ETF $9.66万0.01%369 00.0% — 不变
OTTR Otter Tail Corp $9.58万0.01%1,092 00.0% — 不变
RCL Royal Carribean Cruises Ltd ADR $9.58万0.01%348 00.0% — 不变
XLG Invesco S&P 500 Top 50 ETF $9.55万0.01%1,750 00.0% — 不变
TD Toronto Dominion Bank $9.52万0.01%1,020 00.0% — 不变
FAST Fastenal Co $9.51万0.01%2,050 00.0% — 不变
VRTX Vertex Pharmaceuticals Inc $9.47万0.01%212 00.0% — 不变
AXP American Express Company $9.44万0.01%312 00.0% — 不变
DFAW Dimensional Trust World Equity ETF $9.33万0.01%1,265 00.0% — 不变
LIN Linde Plc $9.32万0.01%188 00.0% — 不变
MET Metlife Inc $9.26万0.01%1,310 00.0% — 不变