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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 108 项
建仓 10
增持 34
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.6M
376,581
+30%
减持
SPYM
SPDR SER TR
-$5.2M
436,965
-19%
减持
BALT
INNOVATOR ETFS TRUST
-$5.2M
275,310
-40%
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
+$4.6M
63,750
+1678%
增持
EPI
WISDOMTREE TR
+$2.3M
59,668
+346%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.6M
59,543
-39%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.4M
59,492
-29%
建仓
SGOV
ISHARES TR
+$1.2M
12,063
建仓
AAPR
INNOVATOR ETFS TRUST
+$1.1M
45,349
增持
CRM
SALESFORCE INC
+$1.1M
5,743
+353%
减持
AAPL
APPLE INC
+$969.1K
29,024
-3%
增持
SMH
VANECK ETF TRUST
+$903.1K
16,886
+9%
减持
DUHP
DIMENSIONAL ETF TRUST
-$848.3K
201,701
-13%
增持
MSFT
MICROSOFT CORP
+$692.7K
22,472
+1%
增持
BJAN
INNOVATOR ETFS TRUST
+$652.3K
326,057
+1%
建仓
FEZ
SPDR INDEX SHS FDS
+$645.4K
12,900
减持
GOOGL
ALPHABET INC
+$584.5K
19,007
-0%
增持
LLY
ELI LILLY & CO
+$517.2K
3,246
+4%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$496.2K
0
-100%
清仓
COWZ
PACER FDS TR
-$446.5K
0
-100%
减持
IYW
ISHARES TR
+$342.7K
45,944
-6%
增持
AVGO
BROADCOM INC
+$335.3K
511
+40%
建仓
—
ASML HOLDING N V
+$318.1K
311
建仓
XLU
SELECT SECTOR SPDR TR
+$316.0K
4,637
清仓
IWO
ISHARES TR
-$295.4K
0
-100%
减持
TBIL
RBB FD INC
-$295.1K
22,796
-21%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$292.9K
0
-100%
清仓
IJR
ISHARES TR
-$274.6K
0
-100%
清仓
CSCO
CISCO SYS INC
-$274.4K
0
-100%
增持
META
META PLATFORMS INC
+$259.7K
2,333
+24%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$237.7K
1,447
清仓
—
ACCENTURE PLC IRELAND
-$234.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$232.9K
687
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$231.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$227.4K
3,521
-11%
清仓
BA
BOEING CO
-$219.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$208.2K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$206.5K
875
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$205.4K
9,315
清仓
IWM
ISHARES TR
-$204.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$203.3K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$192.5K
10,661
减持
GOOG
ALPHABET INC
+$155.9K
5,574
-2%
增持
MUNI
PIMCO ETF TR
+$155.6K
7,454
+68%
减持
AMZN
AMAZON COM INC
-$149.6K
18,340
-10%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$138.2K
35,601
+37%
减持
MINO
PIMCO ETF TR
-$129.5K
12,426
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$125.7K
1,193
+15%
减持
COST
COSTCO WHSL CORP NEW
+$118.0K
1,062
-1%
增持
ARM
ARM HOLDINGS PLC
+$117.9K
2,404
+9%
增持
—
CHUBB LIMITED
+$113.9K
1,329
+53%
减持
CVX
CHEVRON CORP NEW
-$105.0K
2,198
-23%
减持
—
SPOTIFY TECHNOLOGY S A
+$101.7K
5,000
-10%
减持
QUAL
ISHARES TR
+$100.5K
58,113
-3%
减持
PJAN
INNOVATOR ETFS TRUST
-$96.3K
28,930
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$91.5K
1,368
-14%
减持
MGK
VANGUARD WORLD FD
+$89.1K
4,158
-2%
减持
TSLA
TESLA INC
+$85.0K
4,166
-1%
增持
—
EXXON MOBIL CORP
+$77.0K
6,195
+13%
减持
NFLX
NETFLIX INC
+$71.3K
1,307
-2%
减持
VOO
VANGUARD INDEX FDS
-$69.1K
684
-20%
减持
V
VISA INC
-$67.3K
3,403
-1%
增持
PMAY
INNOVATOR ETFS TRUST
+$65.8K
14,914
+9%
减持
QQQ
INVESCO QQQ TR
-$59.0K
810
-20%
减持
VOX
VANGUARD WORLD FD
-$52.1K
41,823
-6%
减持
MRK
MERCK & CO INC
-$51.6K
5,367
-1%
减持
MINT
PIMCO ETF TR
-$48.8K
13,765
-4%
增持
QCOM
QUALCOMM INC
+$45.3K
1,289
+3%
减持
—
ARISTA NETWORKS INC
+$43.1K
761
-1%
增持
INTC
INTEL CORP
-$42.1K
6,734
+19%
减持
ITW
ILLINOIS TOOL WKS INC
-$40.0K
874
-5%
清仓
REAL
THE REALREAL INC
-$39.1K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
-$36.5K
903
+2%
增持
HD
HOME DEPOT INC
-$36.5K
1,138
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$33.6K
4,327
-5%
减持
WMT
WALMART INC
+$32.9K
5,423
-2%
减持
WFC
WELLS FARGO CO NEW
-$30.1K
6,514
-9%
增持
NVO
NOVO-NORDISK A S
+$28.6K
1,974
+0%
减持
PDEC
INNOVATOR ETFS TRUST
-$27.5K
12,077
-8%
增持
AMGN
AMGEN INC
+$26.8K
840
+1%
减持
IRM
IRON MTN INC DEL
+$26.4K
4,361
-4%
增持
MA
MASTERCARD INCORPORATED
-$25.1K
763
+2%
增持
LOW
LOWES COS INC
-$24.8K
1,051
+4%
减持
ADBE
ADOBE INC
+$24.1K
1,276
-6%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$21.1K
5,648
-11%
增持
CAT
CATERPILLAR INC
-$20.4K
854
+3%
增持
PG
PROCTER AND GAMBLE CO
+$18.8K
2,669
+3%
增持
ABT
ABBOTT LABS
-$18.5K
2,212
+1%
增持
JNJ
JOHNSON & JOHNSON
-$17.7K
2,009
+2%
减持
PAUG
INNOVATOR ETFS TRUST
+$17.6K
17,312
-0%
增持
CI
THE CIGNA GROUP
-$17.4K
668
+2%
增持
INTU
INTUIT
+$15.8K
392
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.2K
692
+1%
减持
IVV
ISHARES TR
+$14.9K
5,368
-3%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$13.7K
19,017
-4%
减持
KJUL
INNOVATOR ETFS TRUST
-$12.8K
24,726
-0%
减持
NOW
SERVICENOW INC
-$11.0K
426
-6%
增持
BAC
BANK AMERICA CORP
+$10.7K
5,623
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$10.4K
2,021
-2%
减持
HON
HONEYWELL INTL INC
+$10.0K
1,332
-0%
减持
PNOV
INNOVATOR ETFS TRUST
-$8.7K
20,115
-3%
减持
PMAR
INNOVATOR ETFS TRUST
-$6.2K
5,945
-6%
减持
—
EATON CORP PLC
-$5.6K
755
-3%
减持
IDEC
INNOVATOR ETFS TRUST
-$2.7K
11,705
-1%
增持
ABBV
ABBVIE INC
-$2.5K
1,954
+5%
减持
XJUL
FIRST TR EXCHNG TRADED FD VI
+$1.7K
6,485
-1%
减持
XJAN
FIRST TR EXCHNG TRADED FD VI
-$430
15,861
-2%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$242
10,700
-2%
