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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 67
减持 67
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$12.0M
185,430
+704%
增持
PFF
ISHARES TR
+$7.8M
310,712
+402%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$6.6M
35,070
-94%
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。
增持
IVV
ISHARES TR
+$5.5M
150,912
+2%
增持
TSLA
TESLA INC
+$4.7M
53,166
+3%
增持
IJH
ISHARES TR
+$3.1M
127,759
+7%
减持
VTI
VANGUARD INDEX FDS
-$2.6M
9,487
-60%
减持
AAPL
APPLE INC
+$2.4M
67,858
-0%
减持
MSFT
MICROSOFT CORP
+$2.2M
47,530
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$2.1M
95,772
-1%
增持
DBEF
DBX ETF TR
+$2.1M
628,479
+1%
减持
CVX
CHEVRON CORP NEW
-$1.7M
104,395
-0%
增持
IEFA
ISHARES TR
+$1.4M
235,425
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
40,631
-0%
增持
IWM
ISHARES TR
+$1.2M
99,645
+5%
减持
ESGV
VANGUARD WORLD FD
+$1.1M
348,513
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
169,543
+15%
增持
MUB
ISHARES TR
+$1.1M
26,705
+55%
减持
VSGX
VANGUARD WORLD FD
+$1.0M
462,307
-2%
增持
AMZN
AMAZON COM INC
+$948.8K
45,625
+2%
增持
BBEU
J P MORGAN EXCHANGE TRADED F
+$822.7K
15,666
+5495%
减持
QQQ
INVESCO QQQ TR
+$779.3K
17,933
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$766.6K
48,837
+0%
增持
EFA
ISHARES TR
+$677.3K
56,873
+10%
减持
GOOG
ALPHABET INC
+$632.2K
44,259
-1%
减持
VOO
VANGUARD INDEX FDS
+$620.3K
26,950
-0%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$578.7K
13,606
+665%
增持
EWC
ISHARES INC
+$570.2K
18,936
+704%
增持
GOOGL
ALPHABET INC
+$483.9K
22,809
+7%
建仓
—
LINDE PLC
+$378.5K
1,065
清仓
—
LINDE PLC
-$366.0K
0
-100%
增持
IWF
ISHARES TR
+$350.1K
8,303
+6%
减持
MCO
MOODYS CORP
+$312.7K
15,155
-2%
减持
EMB
ISHARES TR
-$304.5K
6,468
-37%
减持
IEMG
ISHARES INC
-$304.4K
52,285
-14%
减持
NVDA
NVIDIA CORPORATION
+$300.7K
2,664
-11%
增持
EWJ
ISHARES INC
+$300.2K
5,145
+15491%
减持
VNQ
VANGUARD INDEX FDS
-$298.0K
19,642
-16%
减持
V
VISA INC
+$289.8K
17,310
-0%
减持
META
META PLATFORMS INC
+$269.2K
3,723
-14%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$260.7K
6,237
+566%
减持
SCHD
SCHWAB STRATEGIC TR
-$223.3K
32,582
-6%
增持
EPP
ISHARES INC
+$198.6K
11,228
+64%
减持
XLK
SELECT SECTOR SPDR TR
+$183.6K
6,956
-0%
增持
EEM
ISHARES TR
+$174.0K
37,305
+9%
减持
SCZ
ISHARES TR
-$165.7K
25,476
-14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$155.2K
3,797
+34%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$150.1K
110
-95%
减持
SHM
SPDR SER TR
-$146.5K
1,800
-64%
增持
TJX
TJX COS INC NEW
+$146.2K
16,141
+15%
减持
DGRO
ISHARES TR
-$140.3K
59,486
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$139.7K
156
+15%
增持
PFE
PFIZER INC
-$138.4K
14,377
+2%
增持
MA
MASTERCARD INCORPORATED
+$126.9K
1,415
+27%
增持
AVGO
BROADCOM INC
+$119.1K
658
+21%
增持
HYG
ISHARES TR
+$111.7K
41,512
+1%
减持
CRM
SALESFORCE INC
+$111.2K
1,935
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$100.9K
96,814
-1%
增持
DIS
DISNEY WALT CO
+$100.6K
5,595
+6%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$100.4K
1,850
增持
VYM
VANGUARD WHITEHALL FDS
+$98.2K
2,758
+55%
减持
UNH
UNITEDHEALTH GROUP INC
-$95.8K
1,517
-1%
减持
AXP
AMERICAN EXPRESS CO
+$95.0K
5,697
-0%
增持
DOMO
DOMO INC
+$94.6K
7,266
+1123%
减持
ALL
ALLSTATE CORP
-$91.9K
2,257
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$88.2K
31,646
-1%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$87.8K
0
-100%
减持
MRK
MERCK & CO INC
-$85.3K
11,070
-3%
减持
GSBD
GOLDMAN SACHS BDC INC
-$82.1K
9,943
-37%
增持
MCD
MCDONALDS CORP
+$81.3K
1,224
+24%
增持
HD
HOME DEPOT INC
-$80.0K
4,114
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$76.0K
1,723
+144%
减持
MTUM
ISHARES TR
-$75.1K
1,873
-19%
减持
JPM
JPMORGAN CHASE & CO
-$74.9K
5,583
-7%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$74.9K
2,146
-4%
减持
AGG
ISHARES TR
-$73.4K
208
-79%
减持
MKL
MARKEL CORP
-$71.4K
6
-90%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$70.4K
858
减持
NEE
NEXTERA ENERGY INC
-$69.9K
5,702
-6%
减持
BA
BOEING CO
+$68.9K
3,503
-1%
减持
IDEV
ISHARES TR
-$67.6K
3,267
-31%
增持
NFLX
NETFLIX INC
+$66.9K
1,224
+1%
增持
GD
GENERAL DYNAMICS CORP
+$66.4K
565
+124%
增持
SCHP
SCHWAB STRATEGIC TR
+$66.3K
1,492
+463%
增持
EVRG
EVERGY INC
+$65.3K
1,092
+4648%
减持
DHR
DANAHER CORPORATION
-$65.2K
1,083
-15%
增持
IAU
ISHARES GOLD TR
+$64.6K
2,920
+127%
建仓
VPU
VANGUARD WORLD FDS
+$63.9K
433
增持
UNP
UNION PAC CORP
+$62.7K
1,150
+41%
增持
FISV
FISERV INC
+$61.5K
1,257
+58%
增持
SCHX
SCHWAB STRATEGIC TR
+$60.0K
14,708
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$58.2K
469
+580%
增持
ZION
ZIONS BANCORPORATION N A
-$57.8K
3,263
+3%
减持
COP
CONOCOPHILLIPS
-$57.7K
2,135
-7%
建仓
IUSG
ISHARES TR
+$57.4K
647
建仓
CLX
CLOROX CO DEL
+$56.2K
355
增持
GLD
SPDR GOLD TR
+$55.8K
3,936
+0%
增持
SYY
SYSCO CORP
+$55.1K
1,428
+98%
减持
PNC
PNC FINL SVCS GROUP INC
-$52.7K
1,197
-8%
增持
PG
PROCTER AND GAMBLE CO
+$51.5K
9,213
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$51.4K
11,067
-3%
建仓
IBB
ISHARES TR
+$50.9K
394
减持
MMM
3M CO
-$50.1K
3,329
-0%
减持
AMAT
APPLIED MATLS INC
+$48.6K
2,173
-3%
增持
—
LAM RESEARCH CORP
+$48.1K
239
+28%
减持
ISRG
INTUITIVE SURGICAL INC
-$47.6K
547
-23%
清仓
QDF
FLEXSHARES TR
-$46.4K
0
-100%
减持
LOW
LOWES COS INC
-$46.0K
2,202
-10%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$44.8K
2,022
+53%
减持
TIP
ISHARES TR
-$43.8K
2,462
-17%
减持
—
PIONEER NAT RES CO
-$43.5K
855
-10%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$43.4K
646
减持
AMT
AMERICAN TOWER CORP NEW
-$43.0K
425
-31%
减持
BAC
BANK AMERICA CORP
-$43.0K
6,276
-7%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$42.9K
2,418
-29%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$42.7K
468
减持
SYK
STRYKER CORPORATION
+$42.3K
1,076
-1%
增持
NVS
NOVARTIS AG
+$42.1K
1,278
+54%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$41.4K
2,057
+20%
减持
—
CANADIAN PAC RY LTD
-$41.4K
736
-44%
增持
PEP
PEPSICO INC
+$41.3K
942
+30%
减持
DUK
DUKE ENERGY CORP NEW
-$40.8K
5,165
-1%
增持
GIS
GENERAL MLS INC
+$39.5K
12,010
+2%
增持
STIP
ISHARES TR
+$39.2K
665
+140%
建仓
IJT
ISHARES TR
+$39.1K
356
减持
AMGN
AMGEN INC
-$38.9K
1,295
-3%
增持
—
EXXON MOBIL CORP
+$38.1K
20,290
+2%
增持
ROP
ROPER TECHNOLOGIES INC
+$37.6K
100
+567%
减持
CI
THE CIGNA GROUP
-$36.6K
103
-46%
减持
—
AON PLC
-$36.6K
141
-48%
增持
KO
COCA COLA CO
+$36.4K
2,392
+36%
减持
MDB
MONGODB INC
+$36.2K
1,029
-1%
增持
APD
AIR PRODS & CHEMS INC
+$36.1K
467
+47%
减持
AZO
AUTOZONE INC
-$35.2K
87
-14%
增持
LLY
LILLY ELI & CO
+$35.2K
944
+19%
减持
SHW
SHERWIN WILLIAMS CO
-$35.0K
2,430
-1%
建仓
—
ETF MANAGERS TR
+$34.7K
725
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$34.6K
1,345
+42%
增持
JNJ
JOHNSON & JOHNSON
-$34.4K
2,651
+5%
增持
VBR
VANGUARD INDEX FDS
+$33.2K
222
+1608%
减持
AMP
AMERIPRISE FINL INC
-$32.2K
1,375
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$32.0K
7,825
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$31.7K
2,229
+42%
减持
—
ASML HOLDING N V
-$31.3K
202
-35%
减持
RF
REGIONS FINANCIAL CORP NEW
-$31.0K
3,653
-20%
建仓
SCHR
SCHWAB STRATEGIC TR
+$30.8K
611
减持
PPL
PPL CORP
-$30.8K
5,301
-13%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$30.6K
514
+17033%
建仓
VTEB
VANGUARD MUN BD FDS
+$30.6K
604
增持
XLF
SELECT SECTOR SPDR TR
-$30.4K
24,857
+2%
