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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 116 项
建仓 22
增持 48
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$12.7M
581,352
+34%
增持
SPYM
SPDR SERIES TRUST
+$8.6M
433,011
+24%
建仓
BUG
GLOBAL X FDS
+$6.4M
173,234
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
VOX
VANGUARD WORLD FD
+$5.3M
32,610
+1483%
增持
SGOV
ISHARES TR
+$4.5M
108,232
+71%
增持
SMH
VANECK ETF TRUST
+$4.2M
21,755
+149%
清仓
VFH
VANGUARD WORLD FD
-$4.1M
0
-100%
增持
IYW
ISHARES TR
+$4.0M
50,231
+50%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
9,990
+278%
增持
MSFT
MICROSOFT CORP
+$2.7M
22,327
+0%
减持
VTV
VANGUARD INDEX FDS
-$2.7M
1,628
-90%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.2M
3
增持
BALT
INNOVATOR ETFS TRUST
+$2.2M
764,336
+7%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
40,043
+2%
增持
QUAL
ISHARES TR
+$1.8M
60,832
+11%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
18,377
+7%
增持
EPI
WISDOMTREE TR
+$1.6M
65,987
+92%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
199,260
+20%
增持
PDEC
INNOVATOR ETFS TRUST
+$1.5M
44,169
+615%
增持
KJUL
INNOVATOR ETFS TRUST
+$1.3M
57,344
+366%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
2,816
+251%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$1.2M
33,031
增持
TBIL
RBB FD INC
+$905.3K
34,541
+110%
增持
META
META PLATFORMS INC
+$731.4K
3,324
+11%
增持
AVGO
BROADCOM INC
+$704.7K
5,427
+15%
增持
AMZN
AMAZON COM INC
+$701.3K
19,034
+4%
减持
QQQ
INVESCO QQQ TR
-$667.2K
851
-65%
增持
NFLX
NETFLIX INC
+$652.7K
1,493
+3%
增持
VOO
VANGUARD INDEX FDS
+$616.3K
1,731
+142%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$610.1K
19,886
清仓
KJAN
INNOVATOR ETFS TRUST
-$596.8K
0
-100%
减持
AAPL
APPLE INC
-$583.4K
28,100
-2%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$434.3K
14,396
建仓
IEFA
ISHARES TR
+$423.1K
5,068
减持
GOOGL
ALPHABET INC
+$364.9K
18,491
-1%
清仓
ADBE
ADOBE INC
-$356.3K
0
-100%
建仓
NJUL
INNOVATOR ETFS TRUST
+$322.1K
4,733
减持
BJAN
INNOVATOR ETFS TRUST
+$299.9K
89,145
-0%
清仓
IGIB
ISHARES TR
-$278.4K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$277.2K
2,717
+66%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$276.5K
1,312
+18%
增持
MGK
VANGUARD WORLD FD
+$269.2K
3,302
+9%
清仓
KAUG
INNOVATOR ETFS TRUST
-$266.1K
0
-100%
清仓
KAPR
INNOVATOR ETFS TRUST
-$262.7K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$261.3K
1,228
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$260.1K
0
-100%
建仓
MAYM
FIRST TR EXCHNG TRADED FD VI
+$253.2K
8,100
清仓
KJUN
INNOVATOR ETFS TRUST
-$251.8K
0
-100%
建仓
RTX
RTX CORPORATION
+$251.0K
1,719
建仓
POCT
INNOVATOR ETFS TRUST
+$249.7K
6,045
建仓
DIS
DISNEY WALT CO
+$248.8K
2,006
增持
GRAL
GRAIL INC
+$245.3K
8,986
+6%
建仓
BOND
PIMCO ETF TR
+$241.1K
2,615
建仓
CEG
CONSTELLATION ENERGY CORP
+$233.0K
722
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$230.0K
5,658
增持
GOOG
ALPHABET INC
+$224.2K
6,192
+11%
清仓
ZALT
INNOVATOR ETFS TRUST
-$219.9K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$218.8K
4,424
清仓
DUK
DUKE ENERGY CORP NEW
-$218.1K
0
-100%
建仓
BITB
BITWISE BITCOIN ETF TR
+$213.7K
3,647
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$213.6K
5,409
清仓
GS
GOLDMAN SACHS GROUP INC
-$209.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$203.5K
3,217
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$202.2K
2,167
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$201.1K
16,429
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$200.1K
5,385
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$196.6K
3,865
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$194.2K
4,325
+0%
增持
PJAN
INNOVATOR ETFS TRUST
+$184.8K
28,387
+10%
增持
VGT
VANGUARD WORLD FD
+$173.6K
646
+37%
增持
UNH
UNITEDHEALTH GROUP INC
-$157.4K
747
+0%
增持
WMT
WALMART INC
+$155.7K
6,778
+17%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$144.4K
13,894
-3%
减持
MRK
MERCK & CO INC
-$129.2K
4,451
-17%
减持
ORCL
ORACLE CORP
+$110.1K
1,689
-9%
减持
SMAX
ISHARES TR
-$105.9K
17,753
-22%
增持
CSCO
CISCO SYS INC
+$103.6K
5,047
+26%
增持
COST
COSTCO WHSL CORP NEW
+$93.5K
1,217
+4%
减持
NOW
SERVICENOW INC
+$90.6K
401
-1%
建仓
DNN
DENISON MINES CORP
+$77.7K
42,712
减持
ANET
ARISTA NETWORKS INC
+$76.1K
3,100
-0%
增持
BAC
BANK AMERICA CORP
+$73.7K
6,920
+14%
增持
DFCF
DIMENSIONAL ETF TRUST
+$72.6K
7,983
+27%
减持
WFC
WELLS FARGO CO NEW
+$72.1K
9,057
-1%
增持
—
EATON CORP PLC
+$68.3K
773
+1%
减持
MINT
PIMCO ETF TR
-$66.0K
4,440
-13%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$65.2K
26,363
+5%
减持
INTU
INTUIT
+$62.1K
361
-0%
减持
IRM
IRON MTN INC DEL
+$60.8K
3,778
-1%
增持
JNJ
JOHNSON & JOHNSON
+$56.6K
1,957
+34%
增持
—
EXXON MOBIL CORP
-$55.5K
5,645
+1%
增持
SPYG
SPDR SERIES TRUST
+$52.3K
3,040
+3%
增持
CVX
CHEVRON CORP NEW
-$48.0K
2,354
+2%
减持
UDEC
INNOVATOR ETFS TRUST
-$46.9K
26,177
-10%
减持
CAT
CATERPILLAR INC
+$40.5K
841
-3%
增持
ABBV
ABBVIE INC
-$31.8K
2,155
+5%
减持
—
CHUBB LIMITED
-$26.2K
739
-7%
减持
PL
PLANET LABS PBC
+$25.1K
21,286
-31%
减持
HON
HONEYWELL INTL INC
+$20.5K
1,351
-3%
增持
AMGN
AMGEN INC
-$20.2K
875
+3%
减持
TSLA
TESLA INC
+$18.7K
3,811
-17%
减持
CI
THE CIGNA GROUP
-$16.8K
612
-8%
减持
LOW
LOWES COS INC
-$16.8K
1,068
-2%
增持
PG
PROCTER AND GAMBLE CO
-$16.5K
2,762
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$15.2K
2,138
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$13.0K
425
-3%
减持
QCOM
QUALCOMM INC
-$12.4K
1,364
-9%
减持
ESGU
ISHARES TR
+$11.2K
8,388
-9%
减持
V
VISA INC
-$11.1K
3,432
-2%
减持
CRM
SALESFORCE INC
+$9.8K
2,690
-0%
减持
HD
HOME DEPOT INC
-$8.4K
1,162
-2%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$4.5K
11,219
-7%
增持
SHW
SHERWIN WILLIAMS CO
-$4.5K
828
+0%
减持
MA
MASTERCARD INCORPORATED
-$2.6K
805
-3%
减持
IVV
ISHARES TR
+$2.3K
2,107
-9%
减持
ABT
ABBOTT LABS
+$31
2,220
-2%
