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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 122 项
建仓 15
增持 44
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
BJAN
INNOVATOR ETFS TRUST
-$11.9M
89,582
-73%
减持
ZALT
INNOVATOR ETFS TRUST
-$8.2M
7,388
-97%
减持
DFUS
DIMENSIONAL ETF TRUST
-$5.3M
434,929
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。
-12%
清仓
CPSL
CALAMOS ETF TR
-$4.4M
0
-100%
减持
SPYM
SPDR SER TR
-$4.2M
348,323
-11%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.9M
6,294
-92%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
17,020
+742%
增持
BALT
INNOVATOR ETFS TRUST
+$2.3M
712,329
+12%
减持
SMAX
ISHARES TR
-$1.6M
22,692
-73%
减持
SMH
VANECK ETF TRUST
-$1.5M
8,721
-37%
减持
QUAL
ISHARES TR
-$1.5M
54,598
-10%
减持
MINT
PIMCO ETF TR
-$1.5M
5,092
-74%
减持
IYW
ISHARES TR
-$1.1M
33,383
-8%
减持
AAPL
APPLE INC
-$1.1M
28,581
-4%
减持
MSFT
MICROSOFT CORP
-$1.1M
22,276
-0%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.0M
165,788
-14%
建仓
UDEC
INNOVATOR ETFS TRUST
+$1.0M
29,177
增持
NVDA
NVIDIA CORPORATION
-$905.8K
39,303
+2%
减持
VUG
VANGUARD INDEX FDS
-$881.4K
17,195
-3%
清仓
COWZ
PACER FDS TR
-$834.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$794.2K
18,713
-4%
减持
EPI
WISDOMTREE TR
-$761.9K
34,312
-31%
清仓
PYLD
PIMCO ETF TR
-$716.9K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$701.2K
0
-100%
清仓
PAUG
INNOVATOR ETFS TRUST
-$671.4K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$653.9K
803
-57%
减持
QQQ
INVESCO QQQ TR
-$652.6K
2,424
-31%
减持
AMZN
AMAZON COM INC
-$596.5K
18,262
-2%
清仓
XJAN
FIRST TR EXCHNG TRADED FD VI
-$533.5K
0
-100%
增持
TSLA
TESLA INC
-$526.5K
4,599
+8%
减持
IVV
ISHARES TR
-$525.6K
2,324
-25%
清仓
TLT
ISHARES TR
-$480.3K
0
-100%
清仓
MUNI
PIMCO ETF TR
-$434.4K
0
-100%
清仓
PMAY
INNOVATOR ETFS TRUST
-$419.4K
0
-100%
清仓
CPRJ
CALAMOS ETF TR
-$382.3K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$356.7K
3,043
-19%
增持
SGOV
ISHARES TR
+$346.5K
63,372
+5%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$330.3K
3,913
清仓
TTD
THE TRADE DESK INC
-$322.9K
0
-100%
增持
LLY
ELI LILLY & CO
+$321.5K
3,282
+6%
清仓
IDEC
INNOVATOR ETFS TRUST
-$314.9K
0
-100%
减持
KAUG
INNOVATOR ETFS TRUST
-$309.7K
11,076
-52%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$308.2K
0
-100%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$307.4K
0
-100%
减持
KJUL
INNOVATOR ETFS TRUST
-$279.6K
12,315
-42%
建仓
IGIB
ISHARES TR
+$278.4K
5,300
建仓
KAPR
INNOVATOR ETFS TRUST
+$262.7K
8,514
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$260.1K
4,443
增持
META
META PLATFORMS INC
+$256.8K
2,988
+19%
减持
ADBE
ADOBE INC
-$255.1K
929
-32%
建仓
KJUN
INNOVATOR ETFS TRUST
+$251.8K
9,880
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$250.3K
2,645
-28%
建仓
JNJ
JOHNSON & JOHNSON
+$242.3K
1,461
清仓
PMAR
INNOVATOR ETFS TRUST
-$238.9K
0
-100%
建仓
SPYG
SPDR SER TR
+$237.5K
2,955
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$230.0K
0
-100%
减持
AAPR
INNOVATOR ETFS TRUST
-$226.7K
34,410
-20%
减持
PDEC
INNOVATOR ETFS TRUST
-$222.9K
6,175
-48%
建仓
CI
THE CIGNA GROUP
+$219.1K
666
建仓
DUK
DUKE ENERGY CORP NEW
+$218.1K
1,788
建仓
GRAL
GRAIL INC
+$216.7K
8,486
清仓
COF
CAPITAL ONE FINL CORP
-$215.1K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$214.9K
1,354
建仓
BSX
BOSTON SCIENTIFIC CORP
+$214.5K
2,126
清仓
POCT
INNOVATOR ETFS TRUST
-$212.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$209.8K
384
清仓
IWM
ISHARES TR
-$205.9K
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$201.9K
12,046
-47%
清仓
—
ACCENTURE PLC IRELAND
-$200.2K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$186.6K
9,104
+37%
增持
NFLX
NETFLIX INC
+$182.5K
1,444
+11%
增持
GOOG
ALPHABET INC
-$175.7K
5,595
+1%
增持
CRM
SALESFORCE INC
-$152.4K
2,697
+3%
增持
V
VISA INC
+$142.7K
3,509
+2%
减持
NOW
SERVICENOW INC
-$141.6K
404
-8%
建仓
COMP
COMPASS INC
+$137.9K
15,800
增持
COST
COSTCO WHSL CORP NEW
+$126.3K
1,175
+9%
减持
VOO
VANGUARD INDEX FDS
-$106.2K
714
-19%
增持
AVGO
BROADCOM INC
-$105.0K
4,726
+22%
减持
PNOV
INNOVATOR ETFS TRUST
-$104.4K
17,188
-13%
增持
ANET
ARISTA NETWORKS INC
-$99.0K
3,111
+1%
增持
—
EXXON MOBIL CORP
+$95.2K
5,583
+6%
增持
ABBV
ABBVIE INC
+$85.1K
2,061
+6%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$82.3K
25,068
-3%
减持
NJAN
INNOVATOR ETFS TRUST
-$80.3K
36,233
-1%
减持
ESGU
ISHARES TR
-$79.1K
9,217
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$77.4K
4,320
+5%
减持
VFH
VANGUARD WORLD FD
-$75.7K
34,506
-3%
增持
IRM
IRON MTN INC DEL
-$68.3K
3,797
+1%
减持
KJAN
INNOVATOR ETFS TRUST
-$68.0K
16,699
-6%
增持
CVX
CHEVRON CORP NEW
+$67.8K
2,302
+5%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$58.1K
1,605
-6%
减持
J
JACOBS SOLUTIONS INC
-$55.4K
1,731
-13%
增持
AMGN
AMGEN INC
+$55.0K
849
+6%
增持
ABT
ABBOTT LABS
+$50.6K
2,276
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$49.0K
745
+10%
增持
—
EATON CORP PLC
-$45.5K
764
+0%
减持
PJAN
INNOVATOR ETFS TRUST
-$44.5K
25,697
-2%
增持
MA
MASTERCARD INCORPORATED
+$40.5K
830
+5%
增持
MRK
MERCK & CO INC
-$34.6K
5,365
+3%
增持
PG
PROCTER AND GAMBLE CO
+$33.2K
2,679
+6%
增持
ORCL
ORACLE CORP
+$28.7K
1,854
+34%
增持
PL
PLANET LABS PBC
+$26.8K
31,000
+61%
减持
INTU
INTUIT
-$26.0K
362
-8%
增持
CAT
CATERPILLAR INC
-$23.9K
867
+2%
增持
QCOM
QUALCOMM INC
+$22.7K
1,495
+11%
增持
CSCO
CISCO SYS INC
+$21.9K
3,995
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$19.8K
1,111
+2%
增持
ARM
ARM HOLDINGS PLC
-$18.5K
2,604
+8%
增持
WMT
WALMART INC
+$18.5K
5,776
+7%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$17.9K
14,376
+3%
减持
SHW
SHERWIN WILLIAMS CO
-$16.8K
827
-8%
减持
—
CHUBB LIMITED
+$16.4K
795
-2%
增持
VOX
VANGUARD WORLD FD
+$11.7K
2,060
+9%
增持
HON
HONEYWELL INTL INC
-$9.2K
1,389
+3%
增持
PANW
PALO ALTO NETWORKS INC
-$5.4K
1,634
+5%
减持
TBIL
RBB FD INC
-$3.5K
16,429
-1%
增持
HD
HOME DEPOT INC
-$2.0K
1,185
+6%
增持
ITW
ILLINOIS TOOL WKS INC
-$1.4K
894
+2%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.3K
440
+5%
增持
BAC
BANK AMERICA CORP
-$709
6,080
+5%
增持
LOW
LOWES COS INC
-$450
1,088
+6%
