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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
$1.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 37
增持 90
减持 16
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ESGV
VANGUARD WORLD FD
+$11.2M
473,418
+25%
增持
IVV
ISHARES TR
+$8.5M
108,806
+8%
增持
VSGX
VANGUARD WORLD FD
+$7.5M
568,369
+26%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
PNTG
PENNANT GROUP INC
-$6.6M
1,095,410
-3%
增持
MCO
MOODYS CORP
+$6.0M
15,290
+95463%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
79,344
+0%
增持
IJH
ISHARES TR
+$3.4M
99,165
+6%
减持
TSLA
TESLA INC
+$2.4M
9,337
-3%
增持
CVX
CHEVRON CORP NEW
+$2.3M
109,014
+5%
增持
DBEF
DBX ETF TR
+$2.2M
594,893
+6%
增持
MSFT
MICROSOFT CORP
+$2.2M
36,990
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.3M
63,856
+62%
增持
AGG
ISHARES TR
+$988.0K
10,132
+592%
增持
IWM
ISHARES TR
+$934.0K
85,876
+3%
减持
AAPL
APPLE INC
+$840.0K
29,535
-5%
增持
EEM
ISHARES TR
+$753.0K
16,528
+1435%
增持
EMB
ISHARES TR
+$553.0K
7,831
+186%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$513.0K
4,704
建仓
IVT
INVENTRUST PPTYS CORP
+$445.0K
16,306
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$442.0K
33,432
+38%
增持
GOOG
ALPHABET INC
+$420.0K
206
+212%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$408.0K
8,506
-15%
减持
IWV
ISHARES TR
-$387.0K
2,048
-45%
增持
VOO
VANGUARD INDEX FDS
+$362.0K
4,115
+13%
增持
SCZ
ISHARES TR
+$320.0K
5,391
+443%
增持
UNH
UNITEDHEALTH GROUP INC
+$311.0K
627
+6170%
增持
VNQ
VANGUARD INDEX FDS
+$295.0K
12,350
+10%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$284.0K
803,412
-2%
增持
QQQ
INVESCO QQQ TR
+$250.0K
6,272
+0%
增持
DHR
DANAHER CORPORATION
+$250.0K
800
+1718%
增持
GOOGL
ALPHABET INC
+$238.0K
216
+49%
增持
CRM
SALESFORCE COM INC
+$234.0K
1,451
+191%
增持
COST
COSTCO WHSL CORP NEW
+$223.0K
663
+94%
增持
SOFI
SOFI TECHNOLOGIES INC
+$222.0K
14,534
+2807%
增持
DGRO
ISHARES TR
+$217.0K
38,139
+1%
增持
—
LINDE PLC
+$213.0K
620
+8757%
增持
VO
VANGUARD INDEX FDS
+$195.0K
2,496
+34%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$188.0K
15,810
+32%
增持
JPM
JPMORGAN CHASE & CO
+$187.0K
4,736
+38%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$183.0K
3,455
+72%
增持
TGT
TARGET CORP
+$182.0K
831
+1789%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$174.0K
160
-92%
增持
MRK
MERCK & CO INC
+$169.0K
2,329
+1763%
增持
PFE
PFIZER INC
+$168.0K
9,004
+7%
增持
TJX
TJX COS INC NEW
+$157.0K
3,737
+93%
增持
—
QUALTRICS INTL INC
-$154.0K
37,319
+8%
增持
EFA
ISHARES TR
+$152.0K
24,639
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$138.0K
5,546
+17%
增持
PFF
ISHARES TR
+$128.0K
9,330
+51%
建仓
SHOP
SHOPIFY INC
+$125.0K
91
增持
AXP
AMERICAN EXPRESS CO
+$122.0K
976
+332%
建仓
NSC
NORFOLK SOUTHN CORP
+$119.0K
400
建仓
XLK
SELECT SECTOR SPDR TR
+$116.0K
665
增持
SCHK
SCHWAB STRATEGIC TR
+$115.0K
10,178
+21%
增持
—
EXXON MOBIL CORP
+$109.0K
15,494
+9%
增持
PG
PROCTER AND GAMBLE CO
+$105.0K
836
+265%
建仓
GWW
GRAINGER W W INC
+$104.0K
200
增持
SCHF
SCHWAB STRATEGIC TR
+$102.0K
7,098
+58%
建仓
MS
MORGAN STANLEY
+$101.0K
1,033
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$100.0K
3,350
+81%
增持
DIS
DISNEY WALT CO
+$100.0K
3,050
+39%
增持
WMT
WALMART INC
+$99.0K
1,161
+134%
增持
DOMO
DOMO INC
-$95.0K
5,001
+23%
增持
ORCL
ORACLE CORP
+$92.0K
3,039
+53%
增持
LOW
LOWES COS INC
+$88.0K
499
+150%
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$83.0K
0
-100%
增持
V
VISA INC
-$82.0K
15,223
+0%
增持
NEE
NEXTERA ENERGY INC
+$81.0K
3,880
+8%
建仓
VB
VANGUARD INDEX FDS
+$78.0K
343
清仓
—
USA TRUCK INC
-$76.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$76.0K
4,039
+10%
增持
DLTR
DOLLAR TREE INC
+$76.0K
859
+81%
建仓
CSL
CARLISLE COS INC
+$74.0K
300
建仓
C
CITIGROUP INC
+$74.0K
1,220
增持
AVGO
BROADCOM INC
+$73.0K
126
+473%
增持
ABT
ABBOTT LABS
+$72.0K
755
+164%
增持
HYG
ISHARES TR
+$69.0K
1,428
+128%
建仓
GILD
GILEAD SCIENCES INC
+$69.0K
956
增持
ADSK
AUTODESK INC
+$69.0K
284
+628%
建仓
IJK
ISHARES TR
+$66.0K
778
建仓
BMO
BANK MONTREAL QUE
+$66.0K
615
增持
MCD
MCDONALDS CORP
+$65.0K
599
+50%
增持
JNJ
JOHNSON & JOHNSON
+$65.0K
766
+87%
增持
ITW
ILLINOIS TOOL WKS INC
+$64.0K
626
+44%
增持
VTI
VANGUARD INDEX FDS
+$64.0K
2,748
+2%
清仓
VDE
VANGUARD WORLD FDS
-$63.0K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$60.0K
295
增持
MUB
ISHARES TR
+$58.0K
1,943
+34%
建仓
WFC
WELLS FARGO CO NEW
+$58.0K
1,200
建仓
USB
US BANCORP DEL
+$57.0K
1,010
增持
XLV
SELECT SECTOR SPDR TR
+$56.0K
1,487
+23%
建仓
BND
VANGUARD BD INDEX FDS
+$55.0K
649
增持
AZO
AUTOZONE INC
+$55.0K
27
+2600%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$55.0K
888
增持
GLD
SPDR GOLD TR
+$54.0K
4,404
+4%
增持
SCHE
SCHWAB STRATEGIC TR
+$52.0K
3,353
+115%
建仓
—
PIONEER NAT RES CO
+$47.0K
260
建仓
D
DOMINION ENERGY INC
+$47.0K
597
建仓
KO
COCA COLA CO
+$47.0K
800
减持
SHW
SHERWIN WILLIAMS CO
+$45.0K
659
-1%
建仓
XLY
SELECT SECTOR SPDR TR
+$44.0K
216
建仓
FTNT
FORTINET INC
+$43.0K
120
建仓
XLF
SELECT SECTOR SPDR TR
+$43.0K
1,091
建仓
CL
COLGATE PALMOLIVE CO
+$43.0K
500
增持
DUK
DUKE ENERGY CORP NEW
+$41.0K
4,411
+2%
增持
IJR
ISHARES TR
+$41.0K
734
+88%
清仓
GDXJ
VANECK ETF TRUST
-$39.0K
0
-100%
增持
WEC
WEC ENERGY GROUP INC
+$38.0K
3,380
+3%
建仓
—
BLACKROCK INC
+$38.0K
42
增持
USO
UNITED STS OIL FD LP
+$38.0K
1,249
+118%
增持
ALL
ALLSTATE CORP
+$37.0K
613
+121%
减持
ALK
ALASKA AIR GROUP INC
-$36.0K
6
-99%
建仓
PTC
PTC INC
+$35.0K
285
增持
NVS
NOVARTIS AG
+$35.0K
459
+678%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$34.0K
352
+0%
增持
DE
DEERE & CO
+$33.0K
100
+3233%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$32.0K
176
+49%
减持
GSBD
GOLDMAN SACHS BDC INC
-$32.0K
19,674
-12%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$32.0K
145
建仓
FTV
FORTIVE CORP
+$31.0K
400
建仓
—
WESTROCK CO
+$31.0K
700
增持
COP
CONOCOPHILLIPS
+$30.0K
711
+129%
建仓
XLI
SELECT SECTOR SPDR TR
+$28.0K
269
建仓
AMT
AMERICAN TOWER CORP NEW
+$28.0K
95
建仓
BAX
BAXTER INTL INC
+$28.0K
330
增持
BAC
BK OF AMERICA CORP
+$27.0K
894
+198%
减持
BABA
ALIBABA GROUP HLDG LTD
-$27.0K
280
-31%
增持
—
MEDTRONIC PLC
+$27.0K
460
+180%
增持
TXN
TEXAS INSTRS INC
+$27.0K
316
+83%
建仓
CMS
CMS ENERGY CORP
+$26.0K
405
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$26.0K
3,180
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$25.0K
268
+33%
增持
WM
WASTE MGMT INC DEL
+$25.0K
300
+82%
增持
CSCO
CISCO SYS INC
+$24.0K
1,824
+8%
增持
UNP
UNION PAC CORP
+$24.0K
334
+9%
增持
BA
BOEING CO
-$24.0K
1,420
+1%
清仓
CALY
CALLAWAY GOLF CO
-$23.0K
0
-100%
减持
SHM
SPDR SER TR
-$23.0K
2,965
-13%
清仓
COIN
COINBASE GLOBAL INC
-$23.0K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$23.0K
414
建仓
ENB
ENBRIDGE INC
+$23.0K
590
增持
CAT
CATERPILLAR INC
+$21.0K
131
+323%
增持
CARR
CARRIER GLOBAL CORPORATION
+$21.0K
2,169
+16%
减持
FDX
FEDEX CORP
+$21.0K
614
-2%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$20.0K
100
增持
CMI
CUMMINS INC
+$20.0K
100
+900%
减持
PENN
PENN NATL GAMING INC
-$20.0K
444
-25%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$19.0K
0
-100%
减持
—
TWITTER INC
-$18.0K
8
-97%
减持
BP
BP PLC
-$18.0K
6,863
-7%
