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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 35
减持 35
清仓 59
方向
标的
Δ市值
现股数(环比)
增持
ENSG
ENSIGN GROUP INC
+$26.8M
1,211,171
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
94,148
+1%
建仓
WCN
WASTE CONNECTIONS INC
+$3.7M
24,550
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
BND
VANGUARD BD INDEX FDS
+$3.6M
362,011
+10%
增持
PNTG
PENNANT GROUP INC
+$3.2M
1,108,104
+1%
增持
VB
VANGUARD INDEX FDS
+$2.9M
106,614
+2%
减持
PFF
ISHARES TR
-$2.6M
272,904
-26%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.4M
48,790
-0%
减持
IEFA
ISHARES TR
-$2.1M
186,133
-21%
增持
MUB
ISHARES TR
+$2.0M
69,419
+30%
减持
IJH
ISHARES TR
+$1.7M
131,825
-6%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
21,821
+2%
增持
IJR
ISHARES TR
+$1.1M
25,697
+43%
减持
IVV
ISHARES TR
-$890.6K
140,258
-11%
增持
EFA
ISHARES TR
+$853.3K
64,027
+11%
清仓
SHEL
SHELL PLC
-$838.4K
0
-100%
减持
ESGV
VANGUARD WORLD FD
+$754.6K
314,958
-9%
减持
IWM
ISHARES TR
+$737.4K
96,062
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$729.5K
11,208
+369%
减持
VSGX
VANGUARD WORLD FD
+$709.2K
462,759
-6%
减持
QQQ
INVESCO QQQ TR
+$595.4K
16,694
-4%
减持
DBEF
DBX ETF TR
+$539.7K
662,397
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$458.5K
18,683
-33%
增持
MINT
PIMCO ETF TR
+$407.1K
4,727
+633%
清仓
APH
AMPHENOL CORP NEW
-$371.6K
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$371.1K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$354.0K
0
-100%
建仓
SUB
ISHARES TR
+$350.6K
3,325
清仓
MDB
MONGODB INC
-$345.9K
0
-100%
清仓
MMM
3M CO
-$315.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$312.2K
33,759
+6%
增持
IWF
ISHARES TR
+$307.9K
8,195
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$278.5K
11,069
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$257.8K
7,192
+5%
减持
IEMG
ISHARES INC
-$256.9K
61,211
-13%
增持
VO
VANGUARD INDEX FDS
+$247.5K
4,336
+19%
增持
GLD
SPDR GOLD TR
+$245.6K
4,802
+22%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$236.2K
4,356
+34%
增持
XLE
SELECT SECTOR SPDR TR
+$224.1K
2,754
+3572%
增持
SCZ
ISHARES TR
+$208.0K
30,033
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$200.3K
2,471
+85%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$196.0K
202,943
-2%
清仓
GWW
GRAINGER W W INC
-$177.1K
0
-100%
清仓
SONY
SONY GROUP CORP
-$173.9K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$168.0K
5,416
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$164.7K
90,405
-0%
增持
VTV
VANGUARD INDEX FDS
+$158.3K
1,105
+2110%
减持
DGRO
ISHARES TR
-$152.3K
45,071
-13%
建仓
NOBL
PROSHARES TR
+$151.3K
1,589
清仓
EPP
ISHARES INC
-$141.7K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$134.2K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$128.9K
587
清仓
FTNT
FORTINET INC
-$126.9K
0
-100%
减持
AGG
ISHARES TR
-$126.2K
5,218
-24%
增持
SNN
SMITH & NEPHEW PLC
+$124.2K
10,000
+67%
清仓
FDX
FEDEX CORP
-$124.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$123.9K
0
-100%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$121.5K
5,089
清仓
CMS
CMS ENERGY CORP
-$121.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$114.2K
10,713
-6%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$111.0K
2,680
清仓
SOFI
SOFI TECHNOLOGIES INC
-$110.7K
0
-100%
清仓
CSW
CSW INDUSTRIALS INC
-$109.9K
0
-100%
清仓
NVS
NOVARTIS AG
-$109.5K
0
-100%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$109.3K
1,041
清仓
—
DUPONT DE NEMOURS INC
-$100.1K
0
-100%
清仓
—
TOTALENERGIES SE
-$92.5K
0
-100%
建仓
BIL
SPDR SER TR
+$91.0K
996
增持
SCHX
SCHWAB STRATEGIC TR
+$90.7K
15,497
+0%
建仓
FNDX
SCHWAB STRATEGIC TR
+$88.0K
1,420
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$86.8K
291
-80%
减持
IVW
ISHARES TR
-$85.3K
2,526
-37%
建仓
MBB
ISHARES TR
+$82.4K
876
增持
VBR
VANGUARD INDEX FDS
+$76.9K
694
+131%
减持
IDEV
ISHARES TR
-$76.8K
583
-70%
建仓
—
ISHARES TR
+$73.3K
3,070
减持
IAU
ISHARES GOLD TR
-$71.1K
305
-87%
清仓
CSL
CARLISLE COS INC
-$70.0K
0
-100%
清仓
MRNA
MODERNA INC
-$69.8K
0
-100%
建仓
EDV
VANGUARD WORLD FD
+$69.1K
853
增持
SDY
SPDR SER TR
+$68.7K
3,646
+8%
增持
ZION
ZIONS BANCORPORATION N A
+$66.3K
4,314
+22%
减持
VNQ
VANGUARD INDEX FDS
-$66.2K
13,771
-19%
建仓
TLT
ISHARES TR
+$65.1K
658
减持
QUAL
ISHARES TR
-$61.4K
3,150
-21%
清仓
SHOP
SHOPIFY INC
-$59.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$58.9K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$58.2K
0
-100%
清仓
EVRG
EVERGY INC
-$55.4K
0
-100%
建仓
IEF
ISHARES TR
+$54.9K
570
增持
SCHK
SCHWAB STRATEGIC TR
+$54.0K
10,007
+2%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$53.1K
870
清仓
DTE
DTE ENERGY CO
-$51.3K
0
-100%
减持
CTRE
CARETRUST REIT INC
-$50.4K
1,458
-64%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$50.2K
0
-100%
清仓
—
UNILEVER PLC
-$49.9K
0
-100%
清仓
JBL
JABIL INC
-$49.5K
0
-100%
减持
IVE
ISHARES TR
-$47.5K
664
-37%
清仓
USB
US BANCORP DEL
-$46.7K
0
-100%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$46.4K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$46.3K
0
-100%
清仓
TYG
TORTOISE ENERGY INFRA CORP
-$46.2K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$45.9K
7,656
+0%
清仓
BMO
BANK MONTREAL QUE
-$43.5K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$43.3K
0
-100%
建仓
—
ISHARES TR
+$42.6K
1,830
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$41.6K
2,000
减持
VYM
VANGUARD WHITEHALL FDS
-$40.8K
952
-33%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$40.6K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$39.9K
0
-100%
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$39.4K
0
-100%
增持
EMB
ISHARES TR
+$38.1K
5,454
+1%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$38.0K
0
-100%
清仓
—
ETF MANAGERS TR
-$37.4K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$36.7K
930
+296%
清仓
HSY
HERSHEY CO
-$36.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$35.3K
27,527
-6%
减持
VIGI
VANGUARD WHITEHALL FDS
-$34.6K
299
-63%
清仓
DAL
DELTA AIR LINES INC DEL
-$34.5K
0
-100%
清仓
QCOM
QUALCOMM INC
-$33.8K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$33.4K
238
减持
MOAT
VANECK ETF TRUST
-$33.1K
2,855
-21%
清仓
—
COCA-COLA EUROPACIFIC PARTNE
-$32.2K
0
-100%
增持
BP
BP PLC
-$31.2K
9,628
+0%
减持
FREL
FIDELITY COVINGTON TRUST
-$31.2K
895
-63%
减持
DVY
ISHARES TR
-$30.7K
1,121
-26%
清仓
NVO
NOVO-NORDISK A S
-$29.3K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$29.0K
0
-100%
减持
—
MONDAY COM LTD
-$28.8K
41
-82%
增持
XLV
SELECT SECTOR SPDR TR
+$28.2K
3,452
+0%
建仓
SHV
ISHARES TR
+$27.4K
249
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$27.0K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$26.2K
1,862
+1%
减持
FOUR
SHIFT4 PMTS INC
+$26.0K
1,431
-1%
减持
TIP
ISHARES TR
-$24.9K
2,226
-13%
清仓
WBD
WARNER BROS DISCOVERY INC
-$24.9K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$23.3K
0
-100%
清仓
—
APTIV PLC
-$23.3K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$23.2K
7,690
+0%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$22.4K
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$21.1K
0
-100%
建仓
RPAR
TIDAL ETF TR
+$20.3K
1,061
减持
BSV
VANGUARD BD INDEX FDS
-$20.0K
1,390
-18%
清仓
VDC
VANGUARD WORLD FDS
-$19.7K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$19.6K
0
-100%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$18.2K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$17.9K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$17.8K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$16.6K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$16.4K
0
-100%