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Crewe Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Crewe Advisors LLC

报告期 2026-03-31 · CIK 0001730033

持仓数

1,038

前50大市值合计

$1.03B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$141.4M

216,422

13.7%

PACS PACS GROUP INC

COM SHS

$88.5M

2,754,179

8.6%

IJH ISHARES TR

CORE S&P MCP ETF

$68.4M

1,013,534

6.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$65.2M

100,267

6.3%

IEFA ISHARES TR

CORE MSCI EAFE

$55.6M

613,832

5.4%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$49.6M

672,981

4.8%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$40.9M

364,577

4.0%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$40.2M

56

3.9%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$37.7M

763,453

3.7%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$33.4M

675,334

3.2%

MSFT MICROSOFT CORP

COM

$30.9M

83,595

3.0%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$30.9M

50,125

3.0%

AAPL APPLE INC

COM

$26.7M

105,084

2.6%

MUB ISHARES TR

NATIONAL MUN ETF

$25.0M

235,253

2.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$22.4M

85,513

2.2%

IJR ISHARES TR

CORE S&P SCP ETF

$21.6M

173,848

2.1%

CVX CHEVRON CORPORATION

COM

$21.6M

104,185

2.1%

IWM ISHARES TR

RUSSELL 2000 ETF

$17.6M

71,080

1.7%

MEAR ISHARES U S ETF TR

SHORT MATURITY M

$15.5M

307,365

1.5%

GOOG ALPHABET INC

CAP STK CL C

$15.2M

53,101

1.5%

VGT VANGUARD WORLD FD

INF TECH ETF

$14.3M

20,552

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$12.3M

25,601

1.2%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$11.5M

179,671

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$11.0M

19,047

1.1%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$9.5M

132,896

0.9%

EFA ISHARES TR

MSCI EAFE ETF

$8.3M

84,977

0.8%

AMD ADVANCED MICRO DEVICES INC

COM

$8.0M

39,362

0.8%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$7.7M

93,118

0.7%

IEMG ISHARES INC

CORE MSCI EMKT

$7.2M

103,225

0.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$7.0M

11,754

0.7%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$6.4M

119,211

0.6%

NVDA NVIDIA CORPORATION

COM

$6.2M

35,666

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$6.0M

20,729

0.6%

AMZN AMAZON COM INC

COM

$5.9M

28,228

0.6%

V VISA INC

COM CL A

$5.2M

17,244

0.5%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$5.2M

58,720

0.5%

TSLA TESLA INC

COM

$5.0M

13,573

0.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.9M

15,190

0.5%

EQT EQT CORP

COM

$4.8M

75,134

0.5%

— EXXON MOBIL CORP

COM

$4.2M

24,760

0.4%

NFLX NETFLIX INC.

COM

$4.2M

43,438

0.4%

JPM JPMORGAN CHASE & CO

COM

$3.7M

12,730

0.4%

EXE EXPAND ENERGY CORPORATION

COM

$3.6M

33,134

0.4%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$3.5M

69,695

0.3%

META META PLATFORMS INC

CL A

$3.5M

6,102

0.3%

RGLD ROYAL GOLD INC

COM

$3.2M

12,484

0.3%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$3.2M

103,487

0.3%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$3.2M

62,249

0.3%

SCZ ISHARES TR

EAFE SML CP ETF

$3.0M

38,059

0.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$2.8M

6,673

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

IVV13.7%PACS8.6%IJH6.6%SPY6.3%IEFA5.4%BND4.8%