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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 1
增持 19
减持 16
清仓 114
方向
标的
Δ市值
现股数(环比)
清仓
CVX
CHEVRON CORP NEW
-$16.3M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$15.8M
0
-100%
清仓
TSLA
TESLA INC
-$13.9M
0
-100%
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。
清仓
AAPL
APPLE INC
-$12.8M
0
-100%
清仓
GOOG
ALPHABET INC
-$5.2M
0
-100%
清仓
MCO
MOODYS CORP
-$4.9M
0
-100%
清仓
AMZN
AMAZON COM INC
-$4.6M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$4.6M
0
-100%
清仓
V
VISA INC
-$4.2M
0
-100%
减持
ENSG
ENSIGN GROUP INC
-$3.7M
1,174,584
-1%
清仓
GOOGL
ALPHABET INC
-$3.0M
0
-100%
清仓
—
EXXON MOBIL CORP
-$2.1M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
93,320
-1%
清仓
TJX
TJX COS INC NEW
-$1.5M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
90,562
-25%
清仓
PG
PROCTER AND GAMBLE CO
-$1.4M
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$1.3M
346,128
-1%
清仓
MRK
MERCK & CO INC
-$1.3M
0
-100%
清仓
HD
HOME DEPOT INC
-$1.2M
0
-100%
增持
MUB
ISHARES TR
+$1.1M
53,466
+30%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
48,867
+0%
增持
VB
VANGUARD INDEX FDS
-$961.3K
105,029
+0%
清仓
META
META PLATFORMS INC
-$952.8K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$943.6K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$936.9K
0
-100%
清仓
GIS
GENERAL MLS INC
-$921.9K
0
-100%
增持
DBEF
DBX ETF TR
+$829.2K
686,410
+5%
清仓
NVDA
NVIDIA CORPORATION
-$818.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$791.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$744.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$740.4K
0
-100%
清仓
BA
BOEING CO
-$739.7K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$724.6K
0
-100%
增持
IEFA
ISHARES TR
-$719.6K
236,491
+0%
清仓
MA
MASTERCARD INCORPORATED
-$671.4K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$662.4K
0
-100%
增持
AGG
ISHARES TR
+$623.1K
6,849
+3100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$617.8K
0
-100%
清仓
AVGO
BROADCOM INC
-$597.7K
0
-100%
增持
VGT
VANGUARD WORLD FDS
-$595.1K
22,642
+0%
增持
BND
VANGUARD BD INDEX FDS
+$572.8K
330,100
+7%
增持
PFF
ISHARES TR
+$562.3K
368,005
+8%
增持
IWM
ISHARES TR
-$558.9K
104,918
+3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$539.8K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$538.4K
0
-100%
清仓
PFE
PFIZER INC
-$484.4K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$467.1K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$457.1K
0
-100%
清仓
LOW
LOWES COS INC
-$453.7K
0
-100%
清仓
NFLX
NETFLIX INC
-$423.8K
0
-100%
清仓
DIS
DISNEY WALT CO
-$421.7K
0
-100%
清仓
—
LINDE PLC
-$413.5K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$387.6K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$375.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$370.1K
27,738
+38%
清仓
LLY
LILLY ELI & CO
-$361.6K
0
-100%
清仓
ABBV
ABBVIE INC
-$356.0K
0
-100%
清仓
WMT
WALMART INC
-$352.7K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$351.7K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$350.0K
21,436
-0%
清仓
CRM
SALESFORCE INC
-$335.7K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$317.5K
0
-100%
清仓
CAT
CATERPILLAR INC
-$309.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$308.5K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$302.0K
0
-100%
清仓
AMGN
AMGEN INC
-$284.0K
0
-100%
清仓
INTU
INTUIT
-$283.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$280.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$279.4K
17,420
-1%
清仓
PPG
PPG INDS INC
-$278.8K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$278.6K
0
-100%
清仓
DLTR
DOLLAR TREE INC
-$273.2K
0
-100%
清仓
AZO
AUTOZONE INC
-$264.3K
0
-100%
清仓
ALL
ALLSTATE CORP
-$254.9K
0
-100%
清仓
MS
MORGAN STANLEY
-$254.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$251.4K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$245.9K
0
-100%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$244.0K
2,173
-91%
清仓
LMT
LOCKHEED MARTIN CORP
-$229.7K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$224.3K
0
-100%
减持
EFA
ISHARES TR
-$220.9K
57,620
-0%
清仓
PM
PHILIP MORRIS INTL INC
-$220.1K
0
-100%
清仓
UNP
UNION PAC CORP
-$218.7K
0
-100%
增持
IVV
ISHARES TR
-$216.1K
158,075
+3%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$209.6K
0
-100%
清仓
—
PIONEER NAT RES CO
-$202.6K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$196.7K
207,052
+2%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$194.3K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$193.9K
0
-100%
增持
IJH
ISHARES TR
+$190.9K
139,575
+5%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$189.8K
0
-100%
清仓
C
CITIGROUP INC
-$189.7K
0
-100%
清仓
INTC
INTEL CORP
-$189.6K
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$186.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$181.5K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$180.9K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$180.8K
0
-100%
清仓
NKE
NIKE INC
-$177.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$168.9K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$167.2K
0
-100%
清仓
T
AT&T INC
-$166.2K
0
-100%
清仓
TGT
TARGET CORP
-$157.6K
0
-100%
清仓
CMI
CUMMINS INC
-$154.2K
0
-100%
清仓
FISV
FISERV INC
-$149.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$147.4K
0
-100%
清仓
PPL
PPL CORP
-$141.1K
0
-100%
清仓
MNRO
MONRO INC
-$138.4K
0
-100%
清仓
—
ASTRAZENECA PLC
-$137.4K
0
-100%
清仓
ZTS
ZOETIS INC
-$136.4K
0
-100%
清仓
KO
COCA COLA CO
-$135.3K
0
-100%
增持
IVW
ISHARES TR
+$134.0K
4,019
+101%
增持
SCZ
ISHARES TR
+$128.4K
29,238
+13%
清仓
KR
KROGER CO
-$125.1K
0
-100%
清仓
—
LAM RESEARCH CORP
-$119.6K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$117.7K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$116.2K
0
-100%
减持
DGRO
ISHARES TR
-$115.9K
52,049
-0%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$115.3K
0
-100%
减持
MTUM
ISHARES TR
-$112.5K
244
-76%
清仓
D
DOMINION ENERGY INC
-$111.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$110.8K
0
-100%
减持
EMB
ISHARES TR
-$110.2K
5,424
-16%
建仓
CSW
CSW INDUSTRIALS INC
+$109.9K
627
清仓
CSCO
CISCO SYS INC
-$109.2K
0
-100%
减持
IWF
ISHARES TR
-$108.2K
8,183
-1%
减持
MOAT
VANECK ETF TRUST
-$107.2K
3,632
-24%
清仓
KKR
KKR & CO INC
-$103.7K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$101.9K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$101.5K
16,957
+2%
清仓
OTIS
OTIS WORLDWIDE CORP
-$100.8K
0
-100%
清仓
PEP
PEPSICO INC
-$100.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$99.6K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$93.1K
0
-100%
增持
QUAL
ISHARES TR
+$92.3K
3,983
+24%
清仓
PTC
PTC INC
-$89.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$88.4K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$87.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.8K
10,475
-0%
清仓
MO
ALTRIA GROUP INC
-$83.6K
0
-100%
清仓
CTVA
CORTEVA INC
-$82.5K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$81.8K
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$81.6K
0
-100%
增持
VSGX
VANGUARD WORLD FD
+$80.6K
493,103
+6%
清仓
ITW
ILLINOIS TOOL WKS INC
-$80.1K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$79.5K
1,423
-33%
清仓
MCK
MCKESSON CORP
-$79.5K
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$78.0K
2
-100%
清仓
AFL
AFLAC INC
-$76.8K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$76.1K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$75.2K
0
-100%