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Crown Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Crown Wealth Group, LLC

报告期 2026-03-31 · CIK 0001845698

持仓数

145

前50大市值合计

$305.9M

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*

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$45.7M

644,636

14.9%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$37.1M

484,160

12.1%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$31.4M

936,959

10.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$14.7M

146,465

4.8%

DMAX ISHARES TR

LARGE CAP MAX BU

$13.2M

498,567

4.3%

CPRY CALAMOS ETF TR

RUSSELL 2000 STR

$12.9M

474,637

4.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$9.8M

22,342

3.2%

QUAL ISHARES TR

MSCI USA QLT FCT

$9.7M

50,824

3.2%

MSFT MICROSOFT CORP

COM

$8.9M

24,088

2.9%

NVDA NVIDIA CORPORATION

COM

$8.6M

49,486

2.8%

AAPL APPLE INC

COM

$8.3M

32,898

2.7%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$7.8M

211,244

2.5%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$7.4M

19,340

2.4%

IYW ISHARES TR

U.S. TECH ETF

$6.5M

35,716

2.1%

GOOGL ALPHABET INC

CAP STK CL A

$5.8M

20,087

1.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$5.4M

93,672

1.8%

AMZN AMAZON COM INC

COM

$4.9M

23,602

1.6%

BJAN INNOVATOR ETFS TRUST

US EQTY BUFR JAN

$4.8M

89,474

1.6%

VIS VANGUARD WORLD FD

INDUSTRIAL ETF

$4.2M

13,308

1.4%

IAU ISHARES GOLD TR

ISHARES NEW

$3.8M

43,172

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.7M

7,682

1.2%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$3.6M

107,449

1.2%

PJAN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$3.5M

76,464

1.2%

LLY ELI LILLY & CO

COM

$2.9M

3,178

1.0%

LEGH LEGACY HOUSING CORP

COM

$2.7M

132,000

0.9%

META META PLATFORMS INC

CL A

$2.6M

4,540

0.8%

GOOG ALPHABET INC

CAP STK CL C

$2.5M

8,873

0.8%

NJAN INNOVATOR ETFS TRUST

GRWT100 PWR BF

$2.0M

38,337

0.7%

TSLA TESLA INC

COM

$2.0M

5,441

0.7%

AVGO BROADCOM INC

COM

$2.0M

6,531

0.7%

XLB SELECT SECTOR SPDR TR

STATE STREET MAT

$2.0M

40,215

0.7%

— SPOTIFY TECHNOLOGY S A

SHS

$1.9M

4,018

0.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.9M

2,855

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.6M

5,505

0.5%

NFLX NETFLIX INC.

COM

$1.6M

16,181

0.5%

WMT WALMART INC

COM

$1.5M

11,864

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

0.5%

UBSI UNITED BANKSHARES INC WEST V

COM

$1.4M

33,031

0.4%

COST COSTCO WHOLESALE CORPORATION

COM

$1.3M

1,339

0.4%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$1.3M

36,786

0.4%

IVV ISHARES TR

CORE S&P500 ETF

$1.3M

1,973

0.4%

WFC WELLS FARGO & CO

COM

$1.3M

15,893

0.4%

V VISA INC

COM CL A

$1.2M

4,037

0.4%

VOX VANGUARD WORLD FD

COMM SRVC ETF

$1.2M

6,597

0.4%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$1.1M

3,035

0.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.1M

1,865

0.4%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$1.1M

17,289

0.4%

PYLD PIMCO ETF TR

MULTISECTOR BD

$1.1M

40,968

0.4%

ESGU ISHARES TR

ESG AWR MSCI USA

$1.1M

7,556

0.3%

— EXXON MOBIL CORP

COM

$983.3K

5,796

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

51%前 6 大占比

DFUS14.9%SPYM12.1%BALT10.2%SGOV4.8%DMAX4.3%CPRY4.2%