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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
$305.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 100 项
建仓 8
增持 29
减持 27
清仓 36
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
VANGUARD MALVERN FDS
+$12.0M
238,813
清仓
GOVT
ISHARES TR
-$7.3M
0
-100%
清仓
IUSB
ISHARES TR
-$6.4M
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
DFIP
DIMENSIONAL ETF TRUST
-$5.0M
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$3.5M
109,347
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$2.4M
10,620
-88%
清仓
SMH
VANECK ETF TRUST
-$2.0M
0
-100%
减持
FCPI
FIDELITY COVINGTON TRUST
-$1.9M
106,709
-27%
建仓
XJUN
FIRST TR EXCHNG TRADED FD VI
+$1.8M
59,617
清仓
USMV
ISHARES TR
-$1.5M
0
-100%
清仓
VLUE
ISHARES TR
-$1.5M
0
-100%
清仓
COMT
ISHARES U S ETF TR
-$1.5M
0
-100%
增持
SPYM
SPDR SER TR
-$1.4M
381,957
+10%
减持
MSFT
MICROSOFT CORP
-$1.4M
23,156
-3%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.3M
117,795
-21%
增持
HDV
ISHARES TR
+$1.3M
16,717
+331%
建仓
PMAY
INNOVATOR ETFS TR
+$1.3M
45,900
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$1.2M
0
-100%
增持
ESGU
ISHARES TR
-$897.0K
163,183
+13%
增持
AAPL
APPLE INC
-$871.0K
29,416
+5%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$857.0K
30,200
减持
GOOGL
ALPHABET INC
-$827.0K
1,050
-6%
增持
AMZN
AMAZON COM INC
-$819.0K
16,966
+2010%
减持
ILMN
ILLUMINA INC
-$794.0K
2,796
-25%
建仓
PJUL
INNOVATOR ETFS TR
+$728.0K
24,780
减持
SPYV
SPDR SER TR
-$671.0K
6,889
-69%
减持
DFCF
DIMENSIONAL ETF TRUST
-$643.0K
156,061
-3%
减持
NFLX
NETFLIX INC
-$641.0K
1,361
-42%
减持
NVDA
NVIDIA CORPORATION
-$633.0K
3,535
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$628.0K
2,631
-31%
清仓
YMAR
FIRST TR EXCHNG TRADED FD VI
-$572.0K
0
-100%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$558.0K
0
-100%
减持
META
META PLATFORMS INC
-$553.0K
5,830
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$527.0K
2,236
-24%
减持
DFAS
DIMENSIONAL ETF TRUST
-$499.0K
29,703
-14%
增持
STIP
ISHARES TR
+$478.0K
18,064
+40%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$464.0K
0
-100%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$458.0K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$413.0K
4,707
-13%
建仓
SHY
ISHARES TR
+$399.0K
4,816
增持
TSLA
TESLA INC
-$385.0K
1,083
+5%
清仓
AMLP
ALPS ETF TR
-$380.0K
0
-100%
增持
IVV
ISHARES TR
-$373.0K
6,407
+4%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$352.0K
0
-100%
清仓
FRI
FIRST TR S&P REIT INDEX FD
-$337.0K
0
-100%
清仓
—
KELLOGG CO
-$322.0K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$321.0K
73,190
+57%
减持
XLF
SELECT SECTOR SPDR TR
-$317.0K
7,306
-49%
清仓
ARKF
ARK ETF TR
-$309.0K
0
-100%
清仓
MINO
PIMCO ETF TR
-$306.0K
0
-100%
清仓
AGCO
AGCO CORP
-$292.0K
0
-100%
减持
XNXJX
NUVEEN NEW JERSEY QULT MUN F
-$275.0K
16,000
-55%
清仓
DSM
BNY MELLON STRATEGIC MUN BD
-$274.0K
0
-100%
减持
GOOG
ALPHABET INC
-$268.0K
158
-28%
清仓
CSCO
CISCO SYS INC
-$264.0K
0
-100%
清仓
KREF
KKR REAL ESTATE FIN TR INC
-$258.0K
0
-100%
清仓
OMF
ONEMAIN HLDGS INC
-$254.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$254.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$245.0K
2,640
减持
VOO
VANGUARD INDEX FDS
-$233.0K
2,183
-8%
清仓
OXY
OCCIDENTAL PETE CORP
-$229.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$228.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$220.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$205.0K
12,811
+22%
清仓
DIVO
AMPLIFY ETF TR
-$204.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$203.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.0K
0
-100%
清仓
IYM
ISHARES TR
-$202.0K
0
-100%
清仓
PLTM
GRANITESHARES PLATINUM TR
-$188.0K
0
-100%
减持
BA
BOEING CO
-$185.0K
3,370
-0%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$184.0K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$167.0K
27,402
-2%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$126.0K
3,149
+37%
增持
GLD
SPDR GOLD TR
+$120.0K
5,133
+25%
清仓
—
VIZIO HLDG CORP
-$115.0K
0
-100%
增持
VDE
VANGUARD WORLD FDS
+$96.0K
24,266
+12%
增持
LLY
LILLY ELI & CO
+$91.0K
1,915
+3%
减持
JPM
JPMORGAN CHASE & CO
-$90.0K
2,062
-13%
增持
ROKU
ROKU INC
-$84.0K
3,111
+15%
清仓
—
GASLOG PARTNERS LP
-$79.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$73.0K
2,025
+42%
增持
INTC
INTEL CORP
-$65.0K
6,021
+3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$54.0K
9,025
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.0K
571
+18%
增持
V
VISA INC
-$44.0K
2,266
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$44.0K
728
-17%
增持
MBB
ISHARES TR
+$43.0K
6,299
+12%
减持
ABT
ABBOTT LABS
-$39.0K
2,083
-7%
减持
LOW
LOWES COS INC
-$34.0K
1,234
-0%
减持
MRK
MERCK & CO INC
+$34.0K
3,877
-0%
增持
—
JACOBS ENGR GROUP INC
-$31.0K
3,551
+1%
增持
—
EXXON MOBIL CORP
+$26.0K
4,683
+3%
增持
PFE
PFIZER INC
+$22.0K
5,167
+8%
增持
—
TELLURIAN INC NEW
+$21.0K
25,400
+144%
增持
COST
COSTCO WHSL CORP NEW
-$21.0K
513
+11%
增持
CVX
CHEVRON CORP NEW
+$19.0K
1,595
+22%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
1,433
+6%
减持
DUK
DUKE ENERGY CORP NEW
-$14.0K
2,061
-2%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$12.0K
8,500
+4%
