Crews Bank & Trust
PORT CHARLOTTE FL · SEC CIK 0002052279
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | State Street SPDR Port S&P 500 Large Cap ETF | $1.04亿 | 13.60% | 1,185,830 | 29,973 | 2.6% | $263.40万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $4,296.00万 | 5.61% | 181,557 | 6,488 | 3.7% | $153.52万 | 加仓 |
| SLQD | iShares 0-5 Year Investment Grade ETF | $3,971.82万 | 5.19% | 788,528 | 28,948 | 3.8% | $145.81万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $3,935.64万 | 5.14% | 249,044 | 2,709 | 1.1% | $42.81万 | 加仓 |
| VUG | Vanguard Growth ETF | $3,653.61万 | 4.77% | 424,148 | 17,486 | 4.3% | $150.62万 | 加仓 |
| SPIB | State Street SPDR Intermediate Corp Bond ETF | $2,664.14万 | 3.48% | 796,215 | 25,962 | 3.4% | $86.87万 | 加仓 |
| SPSM | State Street SPDR Port S&P 600 Small Cap ETF | $2,631.19万 | 3.43% | 456,249 | -30,476 | -6.3% | -$175.76万 | 减仓 |
| SPMD | State Street SPDR Port S&P 400 Mid Cap ETF | $2,141.75万 | 2.80% | 317,015 | -11,118 | -3.4% | -$75.11万 | 减仓 |
| AAPL | Apple Inc | $2,043.11万 | 2.67% | 70,608 | -697 | -1.0% | -$20.17万 | 减仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $1,989.13万 | 2.60% | 240,669 | 4,513 | 1.9% | $37.30万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $1,794.97万 | 2.34% | 84,362 | 1,768 | 2.1% | $37.62万 | 加仓 |
| EUSA | iShares MSCI USA Equal Weighted ETF | $1,634.48万 | 2.13% | 143,137 | -2,245 | -1.5% | -$25.64万 | 减仓 |
| XLK | State Street Technology Select Sector SPDR | $1,125.38万 | 1.47% | 59,069 | -1,355 | -2.2% | -$25.82万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $1,106.45万 | 1.44% | 142,016 | 3,389 | 2.4% | $26.40万 | 加仓 |
| MSFT | Microsoft Corporation | $1,084.74万 | 1.42% | 29,080 | -78 | -0.3% | -$2.91万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $1,069.67万 | 1.40% | 28,907 | 183 | 0.6% | $6.77万 | 加仓 |
| DGRO | iShares Core Dividend Growth ETF | $962.16万 | 1.26% | 126,951 | 2,239 | 1.8% | $16.97万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $849.18万 | 1.11% | 23,762 | -516 | -2.1% | -$18.44万 | 减仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $806.32万 | 1.05% | 161,976 | 4,530 | 2.9% | $22.55万 | 加仓 |
| QQQ | Invesco QQQ Trust ETF | $773.44万 | 1.01% | 10,503 | -2 | -0.0% | -$1,473 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $752.37万 | 0.98% | 10,075 | -46 | -0.5% | -$3.44万 | 减仓 |
| V | Visa Inc | $701.48万 | 0.92% | 20,446 | -104 | -0.5% | -$3.57万 | 减仓 |
| LLY | Eli Lilly and Co | $678.04万 | 0.89% | 5,653 | -170 | -2.9% | -$20.39万 | 减仓 |
| MGC | Vanguard Mega Cap ETF | $632.36万 | 0.83% | 23,110 | 3,370 | 17.1% | $92.21万 | 加仓 |
| GLW | Corning Incorporated | $554.92万 | 0.72% | 21,725 | 36 | 0.2% | $9,195 | 加仓 |
| IBDS | iBonds December 2027 Corporate Term ETF | $548.32万 | 0.72% | 226,390 | 3,865 | 1.7% | $9.36万 | 加仓 |
| AMZN | Amazon Com Inc | $518.60万 | 0.68% | 21,759 | -194 | -0.9% | -$4.62万 | 减仓 |
| FLOT | iShares Floating Rate Bond ETF | $518.03万 | 0.68% | 101,475 | 11,053 | 12.2% | $56.43万 | 加仓 |
| IWM | iShares Russell 2000 Small-Cap ETF | $517.62万 | 0.68% | 17,228 | -83 | -0.5% | -$2.49万 | 减仓 |
| IBDR | iBonds December 2026 Corporate Term ETF | $513.45万 | 0.67% | 211,905 | -13,800 | -6.1% | -$33.44万 | 减仓 |
| IBDT | iBonds December 2028 Corporate Term ETF | $505.39万 | 0.66% | 200,155 | -1,820 | -0.9% | -$4.60万 | 减仓 |
| JPM | JPMorgan Chase & Co | $505.00万 | 0.66% | 15,428 | -251 | -1.6% | -$8.22万 | 减仓 |
| GOOG | Alphabet Inc | $500.74万 | 0.65% | 14,172 | -224 | -1.6% | -$7.91万 | 减仓 |
| GRDN | Guardian Pharmacy Svcs Inc Class A | $423.42万 | 0.55% | 101,127 | 101,127 | — | $423.42万 | 新建仓 |
| PSK | State Street SPDR ICE Preferred Sec ETF | $421.74万 | 0.55% | 138,140 | 90 | 0.1% | $2,748 | 加仓 |
| IBDU | iBonds December 2029 Corporate Term ETF | $414.61万 | 0.54% | 179,020 | -4,285 | -2.3% | -$9.92万 | 减仓 |
| MDY | State Street SPDR S&P 400 Mid-Cap ETF | $404.49万 | 0.53% | 5,751 | -97 | -1.7% | -$6.82万 | 减仓 |
| JNJ | Johnson & Johnson | $310.73万 | 0.41% | 12,235 | -71 | -0.6% | -$1.80万 | 减仓 |
| PFF | iShares U.S. Preferred Stock ETF | $307.37万 | 0.40% | 100,810 | 4,485 | 4.7% | $13.67万 | 加仓 |
| CSCO | Cisco Systems Inc | $259.22万 | 0.34% | 22,069 | -109 | -0.5% | -$1.28万 | 减仓 |
| VOX | Vanguard Communication Services ETF | $251.22万 | 0.33% | 13,657 | -210 | -1.5% | -$3.86万 | 减仓 |
| QCOM | QUALCOMM Inc | $246.14万 | 0.32% | 13,320 | -31 | -0.2% | -$5,728 | 减仓 |
| HDV | iShares Core High Dividend ETF | $243.99万 | 0.32% | 89,015 | -1,770 | -1.9% | -$4.85万 | 减仓 |
| HD | Home Depot Inc | $240.85万 | 0.31% | 6,829 | -176 | -2.5% | -$6.21万 | 减仓 |
| XLY | State Street Consumer Dis Select Sector SPDR | $235.43万 | 0.31% | 20,074 | 0 | 0.0% | — | 不变 |
| VYMI | Vanguard International High Dividend ETF | $235.25万 | 0.31% | 23,956 | -6,503 | -21.4% | -$63.86万 | 减仓 |
| XLI | State Street Industrial Select Sector SPDR ET | $231.26万 | 0.30% | 12,485 | -65 | -0.5% | -$1.20万 | 减仓 |
| PFFD | Global X US Preferred ETF | $227.51万 | 0.30% | 121,730 | 2,215 | 1.9% | $4.14万 | 加仓 |
| XLV | State Street Health Care Select Sector SPDR E | $226.42万 | 0.30% | 14,271 | -170 | -1.2% | -$2.70万 | 减仓 |
| VOO | Vanguard S&P 500 Index ETF | $223.42万 | 0.29% | 3,253 | 69 | 2.2% | $4.74万 | 加仓 |
| VTV | Vanguard Value ETF | $220.46万 | 0.29% | 10,116 | -8 | -0.1% | -$1,743 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $218.66万 | 0.29% | 40,787 | -720 | -1.7% | -$3.86万 | 减仓 |
| LQD | iShares iBoxx Investment Grade Corp Bond ETF | $215.85万 | 0.28% | 19,790 | -261 | -1.3% | -$2.85万 | 减仓 |
| NVDA | Nvidia Corp Com | $215.46万 | 0.28% | 10,768 | 140 | 1.3% | $2.80万 | 加仓 |
| DE | Deere & Company | $213.01万 | 0.28% | 3,358 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $212.81万 | 0.28% | 8,457 | -22 | -0.3% | -$5,536 | 减仓 |
| ACIC | American Coastal Ins Corp | $209.87万 | 0.27% | 189,075 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange Inc | $208.68万 | 0.27% | 16,951 | -34 | -0.2% | -$4,186 | 减仓 |
| AMD | Advanced Micro Devices Inc. | $202.74万 | 0.26% | 3,490 | -1,050 | -23.1% | -$61.00万 | 减仓 |
| XLU | State Street Utilities Select Sector SPDR ETF | $199.31万 | 0.26% | 43,960 | -845 | -1.9% | -$3.83万 | 减仓 |
| MCD | McDonald's Corporation | $194.92万 | 0.25% | 7,211 | -43 | -0.6% | -$1.16万 | 减仓 |
| CVX | Chevron Corporation | $187.16万 | 0.24% | 11,291 | -99 | -0.9% | -$1.64万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $183.67万 | 0.24% | 16,217 | 492 | 3.1% | $5.57万 | 加仓 |
| — | Exxon Mobil Corporation | $168.32万 | 0.22% | 12,311 | -36 | -0.3% | -$4,922 | 减仓 |
| CARR | Carrier Global Corporation | $164.74万 | 0.22% | 22,459 | -105 | -0.5% | -$7,702 | 减仓 |
| IBDV | iBonds December 2030 Corporate Term ETF | $163.95万 | 0.21% | 75,205 | -5,310 | -6.6% | -$11.58万 | 减仓 |
| COST | Costco Wholeshare Group | $162.77万 | 0.21% | 1,740 | -35 | -2.0% | -$3.27万 | 减仓 |
| PG | Procter & Gamble Company | $162.45万 | 0.21% | 11,078 | 39 | 0.4% | $5,719 | 加仓 |
| IXUS | iShares Core Total International Stock ETF | $158.05万 | 0.21% | 16,560 | -105 | -0.6% | -$1.00万 | 减仓 |
| BLK | Blackrock Inc. | $147.02万 | 0.19% | 1,529 | -17 | -1.1% | -$1.63万 | 减仓 |
| XLB | State Street Materials Select Sector SPDR ETF | $146.97万 | 0.19% | 28,915 | -735 | -2.5% | -$3.74万 | 减仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $145.53万 | 0.19% | 27,401 | -230 | -0.8% | -$1.22万 | 减仓 |
| NEE | Nextera Energy Inc | $138.99万 | 0.18% | 15,836 | 333 | 2.1% | $2.92万 | 加仓 |
| FLRN | State Street SPDR Bloomberg Investment Grade | $137.82万 | 0.18% | 44,675 | -285 | -0.6% | -$8,792 | 减仓 |
| CME | CME Group Inc | $136.08万 | 0.18% | 6,162 | -71 | -1.1% | -$1.57万 | 减仓 |
| ORCL | Oracle Corporation | $134.34万 | 0.18% | 9,167 | -604 | -6.2% | -$8.85万 | 减仓 |
| SGOV | iShares 0-3 month Treasury Bond ETF | $128.00万 | 0.17% | 12,715 | -920 | -6.7% | -$9.26万 | 减仓 |
| PEP | PepsiCo Inc | $126.57万 | 0.17% | 9,348 | 62 | 0.7% | $8,395 | 加仓 |
| SHY | iShares Barclays 1-3 Year Treasury Bond ETF | $126.55万 | 0.17% | 15,412 | -222 | -1.4% | -$1.82万 | 减仓 |
| DOV | Dover Corp | $125.53万 | 0.16% | 5,597 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $124.32万 | 0.16% | 3,433 | -16 | -0.5% | -$5,794 | 减仓 |
| UNP | Union Pacific Corporation | $121.39万 | 0.16% | 4,463 | -74 | -1.6% | -$2.01万 | 减仓 |
| SHV | ETF ISHARES SHORT TREASURY BOND FUND | $116.65万 | 0.15% | 10,571 | -907 | -7.9% | -$10.01万 | 减仓 |
| MU | Micron Technology Inc | $116.24万 | 0.15% | 1,007 | 261 | 35.0% | $30.13万 | 加仓 |
| CAT | Caterpillar Inc | $114.69万 | 0.15% | 1,077 | -10 | -0.9% | -$1.06万 | 减仓 |
| KO | Coca-Cola Company | $113.07万 | 0.15% | 13,913 | -50 | -0.4% | -$4,064 | 减仓 |
| LMT | Lockheed Martin Corp | $112.08万 | 0.15% | 2,200 | -9 | -0.4% | -$4,585 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $109.40万 | 0.14% | 14,187 | 1,878 | 15.3% | $14.48万 | 加仓 |
| EMR | Emerson Electric Co | $108.71万 | 0.14% | 7,594 | -59 | -0.8% | -$8,446 | 减仓 |
| XLP | State Street Consumer Staples Select Sector S | $107.97万 | 0.14% | 12,998 | -170 | -1.3% | -$1.41万 | 减仓 |
| VNQ | Vanguard Real Estate Index ETF | $106.28万 | 0.14% | 11,021 | -70 | -0.6% | -$6,750 | 减仓 |
| AMT | American Tower Corporation | $102.98万 | 0.13% | 6,296 | -649 | -9.3% | -$10.62万 | 减仓 |
| TFC | Truist Financial Corporation | $102.59万 | 0.13% | 20,592 | -228 | -1.1% | -$1.14万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $100.78万 | 0.13% | 2,461 | 2,345 | 2,021.6% | $96.03万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg Ltd ADS | $100.39万 | 0.13% | 2,102 | 4 | 0.2% | $1,910 | 加仓 |
| IBMQ | iBonds December 2028 Term Muni Bond ETF | $96.23万 | 0.13% | 37,621 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co | $94.13万 | 0.12% | 5,814 | -40 | -0.7% | -$6,476 | 减仓 |
| UNH | UnitedHealth Group Inc | $94.02万 | 0.12% | 2,262 | 205 | 10.0% | $8.52万 | 加仓 |
| INTC | Intel Corp | $91.68万 | 0.12% | 6,566 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Corp | $91.32万 | 0.12% | 4,552 | 16 | 0.4% | $3,210 | 加仓 |