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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 113 项
建仓 23
增持 55
减持 22
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
+$2.8M
539,249
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
290,464
+4%
增持
BJAN
INNOVATOR ETFS TRUST
+$2.0M
322,745
+9%
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
NVDA
NVIDIA CORPORATION
+$1.9M
3,586
+29%
增持
BALT
INNOVATOR ETFS TRUST
+$1.6M
459,024
+11%
增持
MSFT
MICROSOFT CORP
+$1.4M
22,227
+5%
增持
QUAL
ISHARES TR
+$1.4M
59,768
+4%
增持
AMZN
AMAZON COM INC
+$1.1M
20,478
+18%
增持
SMH
VANECK ETF TRUST
+$1.0M
15,552
+10%
增持
MINT
PIMCO ETF TR
+$814.1K
14,266
+130%
增持
VOX
VANGUARD WORLD FD
+$765.7K
44,445
+3%
增持
MGK
VANGUARD WORLD FD
+$763.1K
4,248
+143%
增持
DUHP
DIMENSIONAL ETF TRUST
+$703.8K
230,963
+0%
建仓
MINO
PIMCO ETF TR
+$694.1K
15,212
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$679.9K
83,739
+12%
建仓
EPI
WISDOMTREE TR
+$583.0K
13,383
减持
LLY
ELI LILLY & CO
+$576.2K
3,112
-2%
增持
TBIL
RBB FD INC
+$571.8K
28,690
+66%
增持
NJAN
INNOVATOR ETFS TRUST
+$535.9K
41,283
+36%
建仓
XJAN
FIRST TR EXCHNG TRADED FD VI
+$515.9K
16,242
增持
SPY
SPDR S&P 500 ETF TR
+$503.2K
1,598
+128%
减持
IYW
ISHARES TR
+$499.9K
48,659
-2%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$496.2K
9,890
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$481.8K
0
-100%
清仓
NOCT
INNOVATOR ETFS TR
-$424.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$384.7K
3,947
+10%
增持
IVV
ISHARES TR
+$381.1K
5,559
+4%
减持
VUG
VANGUARD INDEX FDS
-$360.2K
5,047
-25%
清仓
EFA
ISHARES TR
-$346.4K
0
-100%
清仓
HDV
ISHARES TR
-$337.0K
0
-100%
增持
META
META PLATFORMS INC
+$326.8K
1,887
+13%
减持
BA
BOEING CO
-$321.8K
1,135
-45%
减持
TSLA
TESLA INC
-$315.7K
4,206
-1%
建仓
JNJ
JOHNSON & JOHNSON
+$311.3K
1,968
清仓
XBAP
INNOVATOR ETFS TR
-$296.7K
0
-100%
建仓
IWO
ISHARES TR
+$295.4K
1,091
建仓
AMD
ADVANCED MICRO DEVICES INC
+$292.9K
1,623
减持
PDEC
INNOVATOR ETFS TRUST
-$280.5K
13,130
-39%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$280.0K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$275.5K
2,204
建仓
IJR
ISHARES TR
+$274.6K
2,485
清仓
GD
GENERAL DYNAMICS CORP
-$269.5K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$253.2K
1,972
增持
DFCF
DIMENSIONAL ETF TRUST
+$246.2K
97,143
+8%
增持
MRK
MERCK & CO INC
+$243.6K
5,427
+25%
建仓
—
EATON CORP PLC
+$242.3K
775
建仓
TTD
THE TRADE DESK INC
+$240.1K
2,747
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$238.6K
0
-100%
建仓
CI
THE CIGNA GROUP
+$238.3K
656
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$237.7K
0
-100%
减持
COWZ
PACER FDS TR
-$234.9K
7,684
-41%
建仓
MUNI
PIMCO ETF TR
+$232.5K
4,431
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$231.6K
3,439
增持
GOOG
ALPHABET INC
+$230.2K
5,691
+26%
减持
PMAY
INNOVATOR ETFS TRUST
-$226.9K
13,642
-36%
建仓
—
CHUBB LIMITED
+$225.1K
869
建仓
—
ARISTA NETWORKS INC
+$223.6K
771
增持
AAPL
APPLE INC
-$219.9K
29,997
+8%
建仓
BAC
BANK AMERICA CORP
+$213.0K
5,616
建仓
QCOM
QUALCOMM INC
+$211.5K
1,249
增持
V
VISA INC
+$211.2K
3,442
+20%
建仓
NSC
NORFOLK SOUTHN CORP
+$208.2K
817
建仓
IWM
ISHARES TR
+$204.0K
970
建仓
FCX
FREEPORT-MCMORAN INC
+$203.3K
4,323
增持
VOO
VANGUARD INDEX FDS
+$199.4K
855
+76%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$179.1K
19,855
-25%
增持
NFLX
NETFLIX INC
+$173.5K
1,335
+2%
增持
COST
COSTCO WHSL CORP NEW
+$170.1K
1,071
+15%
增持
CVX
CHEVRON CORP NEW
+$170.0K
2,845
+52%
减持
GOOGL
ALPHABET INC
+$166.0K
19,066
-2%
增持
JPM
JPMORGAN CHASE & CO
+$163.2K
4,537
+4%
增持
WFC
WELLS FARGO CO NEW
+$159.8K
7,194
+38%
增持
CRM
SALESFORCE INC
+$158.2K
1,267
+49%
增持
HD
HOME DEPOT INC
+$155.5K
1,116
+42%
清仓
WIW
WESTERN AST INFL LKD OPP & I
-$148.3K
0
-100%
增持
NOW
SERVICENOW INC
+$141.2K
454
+57%
增持
ABBV
ABBVIE INC
+$134.8K
1,854
+42%
增持
MA
MASTERCARD INCORPORATED
+$133.5K
751
+40%
减持
IDEC
INNOVATOR ETFS TRUST
-$127.8K
11,845
-31%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$127.2K
1,034
+29%
减持
PAUG
INNOVATOR ETFS TRUST
-$123.4K
17,368
-21%
增持
—
EXXON MOBIL CORP
+$121.0K
5,473
+6%
增持
PG
PROCTER AND GAMBLE CO
+$120.0K
2,597
+26%
清仓
—
MAG SILVER CORP
-$117.6K
0
-100%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$112.7K
6,325
-35%
减持
PNOV
INNOVATOR ETFS TRUST
-$84.3K
20,784
-13%
增持
PJAN
INNOVATOR ETFS TRUST
+$82.2K
32,222
+2%
增持
CAT
CATERPILLAR INC
+$69.5K
832
+5%
增持
WMT
WALMART INC
+$59.6K
5,557
+219%
增持
IRM
IRON MTN INC DEL
+$57.2K
4,543
+3%
减持
POCT
INNOVATOR ETFS TRUST
-$51.2K
5,358
-23%
减持
AVGO
BROADCOM INC
+$49.8K
366
-6%
清仓
PL
PLANET LABS PBC
-$48.9K
0
-100%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$45.9K
25,968
+24%
增持
LOW
LOWES COS INC
+$44.9K
1,007
+6%
减持
PMAR
INNOVATOR ETFS TRUST
-$39.1K
6,292
-17%
建仓
REAL
THE REALREAL INC
+$39.1K
10,000
增持
SHW
SHERWIN WILLIAMS CO
+$37.1K
881
+2%
增持
ABT
ABBOTT LABS
+$33.4K
2,185
+12%
增持
INTC
INTEL CORP
-$29.5K
5,674
+2%
增持
ADBE
ADOBE INC
+$27.9K
1,357
+23%
清仓
—
INNOVIZ TECHNOLOGIES LTD
-$27.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$24.5K
1,007
-2%
减持
ESGU
ISHARES TR
+$22.8K
10,127
-7%
增持
—
ACCENTURE PLC IRELAND
+$21.7K
675
+12%
增持
CSCO
CISCO SYS INC
+$21.1K
5,497
+10%
增持
INTU
INTUIT
+$20.5K
372
+5%
减持
KJUL
INNOVATOR ETFS TRUST
-$16.2K
24,795
-6%
增持
ITW
ILLINOIS TOOL WKS INC
+$13.0K
921
+3%
增持
AMGN
AMGEN INC
+$9.9K
829
+6%
增持
HON
HONEYWELL INTL INC
+$8.9K
1,337
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.2K
682
+5%
减持
XLV
SELECT SECTOR SPDR TR
+$4.7K
2,064
-6%
