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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 109 项
建仓 18
增持 28
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BALT
INNOVATOR ETFS TRUST
+$10.8M
619,830
+125%
建仓
ZALT
INNOVATOR ETFS TRUST
+$7.7M
263,683
减持
VOX
VANGUARD WORLD FD
-$5.5M
2,181
-95%
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。
建仓
VTV
VANGUARD INDEX FDS
+$4.6M
26,465
减持
NVDA
NVIDIA CORPORATION
-$3.2M
38,298
-40%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.1M
130,096
+118%
建仓
VPU
VANGUARD WORLD FD
+$2.8M
15,874
增持
SPYM
SPDR SER TR
+$2.5M
451,777
+3%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.5M
14,005
-76%
建仓
ITB
ISHARES TR
+$2.2M
17,298
减持
IYW
ISHARES TR
-$2.1M
31,588
-31%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
389,729
+3%
减持
IVV
ISHARES TR
-$2.1M
1,501
-72%
建仓
PYLD
PIMCO ETF TR
+$2.0M
73,741
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.2M
224,351
+11%
减持
SMH
VANECK ETF TRUST
-$1.1M
13,384
-21%
增持
BJAN
INNOVATOR ETFS TRUST
+$1.1M
338,876
+4%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$973.1K
48,120
+417%
建仓
COWZ
PACER FDS TR
+$972.3K
16,813
建仓
GDX
VANECK ETF TRUST
+$924.3K
23,212
增持
QUAL
ISHARES TR
+$893.5K
60,328
+4%
增持
EPI
WISDOMTREE TR
+$883.9K
74,608
+25%
增持
SGOV
ISHARES TR
+$765.9K
19,666
+63%
增持
AAPL
APPLE INC
+$664.0K
29,086
+0%
建仓
KJAN
INNOVATOR ETFS TRUST
+$659.8K
17,799
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$648.7K
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$645.4K
0
-100%
增持
MUNI
PIMCO ETF TR
+$641.9K
19,441
+161%
建仓
KAUG
INNOVATOR ETFS TRUST
+$586.7K
23,432
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$562.8K
11,699
减持
MINT
PIMCO ETF TR
-$422.4K
9,565
-31%
减持
MSFT
MICROSOFT CORP
-$417.1K
22,372
-0%
建仓
CPRJ
CALAMOS ETF TR
+$378.6K
15,000
清仓
—
ASML HOLDING N V
-$318.1K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$316.0K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$294.6K
0
-100%
增持
GOOGL
ALPHABET INC
-$278.6K
19,195
+1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$257.3K
22,071
+107%
减持
TSLA
TESLA INC
+$254.6K
4,124
-1%
增持
MINO
PIMCO ETF TR
+$250.0K
17,648
+42%
减持
LLY
ELI LILLY & CO
-$244.5K
3,041
-6%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$237.7K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$236.7K
2,825
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$235.2K
3,623
+3%
建仓
DUK
DUKE ENERGY CORP NEW
+$233.6K
2,026
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$227.6K
368
建仓
CSCO
CISCO SYS INC
+$227.3K
4,271
建仓
ORCL
ORACLE CORP
+$217.4K
1,276
减持
MGK
VANGUARD WORLD FD
-$210.6K
3,404
-18%
清仓
INTC
INTEL CORP
-$208.6K
0
-100%
清仓
XJUN
FIRST TR EXCHNG TRADED FD VI
-$208.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$206.5K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$201.4K
410
减持
SPY
SPDR S&P 500 ETF TR
-$189.2K
968
-29%
建仓
SILJ
AMPLIFY ETF TR
+$181.6K
14,086
增持
META
META PLATFORMS INC
+$177.1K
2,364
+1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$176.6K
16,929
-52%
增持
AVGO
BROADCOM INC
-$175.8K
3,737
+631%
减持
NJAN
INNOVATOR ETFS TRUST
-$159.2K
36,872
-11%
减持
AMZN
AMAZON COM INC
-$159.0K
18,168
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$140.5K
1,129
-5%
减持
GOOG
ALPHABET INC
-$123.0K
5,380
-3%
减持
—
CHUBB LIMITED
-$105.0K
812
-39%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$100.5K
7,900
-26%
减持
PMAY
INNOVATOR ETFS TRUST
-$97.1K
11,679
-22%
增持
VUG
VANGUARD INDEX FDS
+$95.2K
5,164
+2%
减持
—
SPOTIFY TECHNOLOGY S A
-$94.8K
4,000
-20%
减持
PJAN
INNOVATOR ETFS TRUST
-$80.2K
26,225
-9%
减持
SHW
SHERWIN WILLIAMS CO
+$71.0K
892
-1%
减持
WMT
WALMART INC
+$66.1K
5,366
-1%
减持
KJUL
INNOVATOR ETFS TRUST
-$65.9K
21,200
-14%
减持
MRK
MERCK & CO INC
-$55.6K
5,362
-0%
减持
IRM
IRON MTN INC DEL
+$54.3K
3,746
-14%
减持
HD
HOME DEPOT INC
+$53.8K
1,099
-3%
增持
NOW
SERVICENOW INC
+$53.0K
434
+2%
减持
CRM
SALESFORCE INC
+$48.9K
5,574
-3%
减持
LOW
LOWES COS INC
+$47.0K
1,029
-2%
减持
CAT
CATERPILLAR INC
+$43.7K
839
-2%
减持
ABBV
ABBVIE INC
+$41.2K
1,906
-2%
减持
NFLX
NETFLIX INC
+$40.7K
1,301
-0%
减持
QCOM
QUALCOMM INC
-$40.3K
1,273
-1%
减持
V
VISA INC
+$39.3K
3,392
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$39.0K
670
-3%
减持
ESGU
ISHARES TR
+$34.8K
9,852
-3%
增持
ADBE
ADOBE INC
-$34.7K
1,302
+2%
减持
MA
MASTERCARD INCORPORATED
+$33.7K
750
-2%
减持
COST
COSTCO WHSL CORP NEW
+$33.5K
1,056
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$32.0K
775
+13%
增持
PAUG
INNOVATOR ETFS TRUST
+$28.2K
17,440
+1%
增持
—
ARISTA NETWORKS INC
+$25.8K
762
+0%
减持
CVX
CHEVRON CORP NEW
-$25.0K
2,165
-2%
增持
TBIL
RBB FD INC
+$22.3K
23,232
+2%
增持
IDEC
INNOVATOR ETFS TRUST
+$21.5K
11,875
+1%
减持
ITW
ILLINOIS TOOL WKS INC
+$21.4K
872
-0%
增持
QQQ
INVESCO QQQ TR
+$21.4K
839
+4%
减持
JNJ
JOHNSON & JOHNSON
+$20.6K
1,939
-3%
减持
WFC
WELLS FARGO CO NEW
-$19.2K
6,508
-0%
减持
ABT
ABBOTT LABS
+$18.9K
2,182
-1%
减持
INTU
INTUIT
-$17.3K
387
-1%
减持
PG
PROCTER AND GAMBLE CO
-$16.2K
2,448
-8%
减持
—
EATON CORP PLC
+$12.5K
752
-0%
减持
CI
THE CIGNA GROUP
+$9.9K
666
-0%
减持
HON
HONEYWELL INTL INC
-$9.7K
1,329
-0%
增持
AMGN
AMGEN INC
+$8.8K
842
+0%
减持
—
EXXON MOBIL CORP
+$8.5K
6,157
-1%
减持
PNOV
INNOVATOR ETFS TRUST
-$4.1K
19,665
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$3.8K
4,133
-4%
减持
PDEC
INNOVATOR ETFS TRUST
+$3.1K
11,906
-1%
减持
BAC
BANK AMERICA CORP
-$863
5,614
-0%
