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
— Invesco Bulletshares 2033 Muni Bond ETF $27.80万0.04%10,775 3,11540.7% $8.04万 加仓
BSMW Invesco Bulletshares 2032 Muni Bond ETF $27.75万0.04%11,040 3,19040.6% $8.02万 加仓
MO Altria Group Inc $27.13万0.04%3,771 73624.3% $5.30万 加仓
BSCT Invesco BulletShares 2029 Corp Bond ETF $26.00万0.03%14,000 -1,500-9.7% -$2.79万 减仓
SCHD Schwab US Dividend Equity ETF $25.86万0.03%8,155 -305-3.6% -$9,672 减仓
NKE Nike Inc $25.39万0.03%6,184 -61-1.0% -$2,504 减仓
PGX Invesco Preferred ETF $25.21万0.03%23,255 00.0% — 不变
VONG Vanguard Russell 1000 Growth ETF $25.17万0.03%1,969 00.0% — 不变
RACE Ferrari N V $24.65万0.03%662 00.0% — 不变
URI United Rentals Inc $24.47万0.03%216 00.0% — 不变
BMY Bristol- Myers Squibb Co $24.32万0.03%4,221 -169-3.8% -$9,738 减仓
TSLA Tesla Inc $23.97万0.03%570 9119.0% $3.83万 加仓
VGIT Vanguard Intermediate Term Treasury ETF $23.72万0.03%4,021 531.3% $3,126 加仓
SPYV State Street SPDR Portfolio S&P 500 Value ETF $23.20万0.03%3,816 00.0% — 不变
APD Air Products & Chemicals Inc $22.69万0.03%774 00.0% — 不变
CHD Church & Dwight Company Inc $22.04万0.03%2,275 00.0% — 不变
WEC WEC Energy Group Inc $21.18万0.03%1,814 00.0% — 不变
QTEC First Trust NASDAQ-100 Technology Index ETF $20.85万0.03%623 00.0% — 不变
— Watsco Inc Class B Conv $20.66万0.03%500 -150-23.1% -$6.20万 减仓
SPTM State Street SPDR S&P 1500 ETF $20.22万0.03%2,227 1,08494.8% $9.84万 加仓
BSMS Invesco BulletShares 2028 Muni Bond ETF $20.01万0.03%8,535 00.0% — 不变
BSMR Invesco BulletShares 2027 Muni Bond ETF $19.99万0.03%8,455 00.0% — 不变
BSMU Invesco BulletShares 2030 Muni Bond ETF $19.97万0.03%9,110 00.0% — 不变
C Citigroup Inc $19.96万0.03%1,426 -28-1.9% -$3,919 减仓
BSMT Invesco BulletShares 2029 Muni Bond ETF $19.92万0.03%8,650 00.0% — 不变
MBB iShares Barclays MBS Bond Fund $19.85万0.03%2,100 2,100— $19.85万 新建仓
AEE Ameren Corp $19.53万0.03%1,728 00.0% — 不变
UTWO F/m US Treasury 2 Year Note ETF $19.30万0.03%4,025 -105-2.5% -$5,036 减仓
NSC Norfolk Southern Corp $18.78万0.02%597 20351.5% $6.39万 加仓
BND Vanguard Total Bond Market ETF $18.69万0.02%2,546 -225-8.1% -$1.65万 减仓
SPYG ST STR SPDR PORTFOLIO S&P 500 GROWTH ETF $18.60万0.02%1,563 00.0% — 不变
ROK Rockwell Automation $18.52万0.02%374 00.0% — 不变
WFC Wells Fargo & Co $18.44万0.02%2,231 00.0% — 不变
USB U S Bancorp $18.20万0.02%3,014 00.0% — 不变
FDX FedEx Corporation $18.04万0.02%576 00.0% — 不变
OBIL F/m US Treasury 12 Month Bill ETF $17.99万0.02%3,600 00.0% — 不变
ED Consolidated Edison Inc $17.99万0.02%1,626 65367.1% $7.22万 加仓
DTE DTE Energy Company $17.84万0.02%1,171 00.0% — 不变
IBTK iBonds December 2030 Treasury Bond ETF $17.54万0.02%8,975 00.0% — 不变
STM ST Microelectronics N V NY Registry $17.52万0.02%2,340 -460-16.4% -$3.44万 减仓
IDV iShares International Select Dividend ETF $17.34万0.02%4,185 -7,065-62.8% -$29.27万 减仓
SCHX Schwab Strategic US Large Cap ETF $16.81万0.02%5,712 00.0% — 不变
VBK Vanguard Index Small Cap Growth ETF $16.75万0.02%458 00.0% — 不变
AGG iShares Core U.S. Aggregate Bond ETF $16.71万0.02%1,688 1227.8% $1.21万 加仓
VBR Vanguard Small-Cap Value ETF $16.47万0.02%678 00.0% — 不变
AMP Ameriprise Financial Inc $16.42万0.02%358 -100-21.8% -$4.59万 减仓
DVY iShares Select Dividend ETF $16.22万0.02%1,038 00.0% — 不变
ADP Automatic Data Processing $15.99万0.02%714 00.0% — 不变
PYPL PayPal Holdings Inc $15.98万0.02%3,700 00.0% — 不变
KRE State Street SPDR S&P Regional Banking ETF $15.87万0.02%2,120 -95-4.3% -$7,111 减仓
XYL Xylem Inc $15.75万0.02%1,332 80.6% $946 加仓
GEV GE Vernova Inc $15.74万0.02%134 43.1% $4,699 加仓
— MFS Intl Diversification A $15.71万0.02%5,269 5,269— $15.71万 新建仓
TXT Textron Inc $15.56万0.02%1,696 1,696— $15.56万 新建仓
ENB Enbridge Inc $15.43万0.02%2,846 00.0% — 不变
D Dominion Resources Inc $15.41万0.02%2,257 00.0% — 不变
TY Tri-Contintental Corporation $15.26万0.02%4,434 00.0% — 不变
IGSB iShares 1-5 Year Invest Grade Corp Bond ETF $15.05万0.02%2,871 -44-1.5% -$2,306 减仓
FXL First Trust Technology AlphaDEX ETF $15.03万0.02%692 00.0% — 不变
SDIV Global X Super Dividend ETF $14.95万0.02%6,115 00.0% — 不变
BIV Vanguard Intermediate Term Bond ETF $14.70万0.02%1,916 -45-2.3% -$3,451 减仓
IWF iShares Russell 1000 Growth Index ETF $14.55万0.02%1,172 00.0% — 不变
ES Eversource Energy Com $14.54万0.02%2,012 53035.8% $3.83万 加仓
IBDX iBonds December 2032 Corporate Term ETF $14.50万0.02%5,755 00.0% — 不变
SYY Sysco Corporation $14.26万0.02%1,706 704.3% $5,851 加仓
DIV Global X SuperDividend US ETF $13.92万0.02%7,305 00.0% — 不变
GPC Genuine Parts Co $13.86万0.02%1,175 00.0% — 不变
SPHD Invesco S&P 500 High Div Low Volatility ETF $13.04万0.02%2,565 00.0% — 不变
DWX STATE STREET SPDR S&P INT DIV ETF $12.57万0.02%2,735 00.0% — 不变
TD Toronto Dominion Bank $12.39万0.02%1,020 00.0% — 不变
AMAT Applied Materials Inc $12.36万0.02%171 00.0% — 不变
NVS Novartis A G (ADR) $12.32万0.02%786 00.0% — 不变
PENG Penguin Solutions Inc $12.16万0.02%1,600 00.0% — 不变
SHEL Shell PLC Spon ADS $12.16万0.02%1,568 00.0% — 不变
VB Vanguard Small-Cap Index Fund ETF $12.06万0.02%398 297.9% $8,790 加仓
SOLS Solstice Advanced Matls Inc $12.00万0.02%1,354 -51-3.6% -$4,519 减仓
YUM Yum! Brands Inc $11.94万0.02%747 00.0% — 不变
UFOX Defiance Space and Connective Tech ETF $11.88万0.02%1,250 00.0% — 不变
MDLZ Mondelez International Inc $11.85万0.02%2,049 00.0% — 不变
NFLX Netflix Inc $11.71万0.02%1,640 -200-10.9% -$1.43万 减仓
SHOP Shopify Inc Cl A $11.42万0.01%1,000 00.0% — 不变
SCHW Schwab Charles Corp $11.27万0.01%1,221 463.9% $4,244 加仓
GLD SPDR Gold Trust ETF $11.13万0.01%302 00.0% — 不变
AEP American Electric Power Company Inc $11.12万0.01%813 00.0% — 不变
SCHV Schwab US Large-Cap Value ETF $11.09万0.01%3,186 00.0% — 不变
RCL Royal Carribean Cruises Ltd ADR $11.05万0.01%348 00.0% — 不变
— iBonds December 2031 Term Muni Bond ETF $10.96万0.01%4,250 00.0% — 不变
PEY Invesco High Yield Equity Div Achievers ETF $10.87万0.01%4,690 00.0% — 不变
CP Canadian Pacific Kansas City $10.83万0.01%1,250 00.0% — 不变
MET Metlife Inc $10.83万0.01%1,280 -30-2.3% -$2,538 减仓
XLG Invesco S&P 500 Top 50 ETF $10.72万0.01%1,750 00.0% — 不变
CMCSA Comcast Corporation $10.62万0.01%4,325 -465-9.7% -$1.14万 减仓
AXP American Express Company $10.55万0.01%312 00.0% — 不变
DFAW Dimensional Trust World Equity ETF $10.47万0.01%1,265 00.0% — 不变
INMU iShares Intermediate Muni Income Active ETF $10.43万0.01%4,300 00.0% — 不变
IAU Ishares Gold Trust New ETF $10.19万0.01%1,350 00.0% — 不变
FAST Fastenal Co $9.85万0.01%2,050 00.0% — 不变
OTTR Otter Tail Corp $9.83万0.01%1,092 00.0% — 不变
TT Trane Technologies Plc ADR $9.82万0.01%200 00.0% — 不变
LIN Linde Plc $9.76万0.01%188 00.0% — 不变