小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 126 项
建仓 20
增持 65
减持 29
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
CPRY
CALAMOS ETF TR
+$11.4M
438,382
建仓
DMAX
ISHARES TR
+$10.6M
401,375
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.3M
625,230
+8%
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
SPYM
SPDR SERIES TRUST
+$6.3M
482,326
+11%
增持
VUG
VANGUARD INDEX FDS
+$6.3M
29,868
+63%
增持
BALT
INNOVATOR ETFS TRUST
+$4.4M
880,090
+15%
建仓
LEGH
LEGACY HOUSING CORP
+$3.9M
140,500
建仓
VGUS
VANGUARD INSTL INDEX FD
+$3.7M
49,092
清仓
EPI
WISDOMTREE TR
-$3.1M
0
-100%
减持
BUG
GLOBAL X FDS
-$3.0M
98,183
-43%
增持
SGOV
ISHARES TR
+$2.3M
130,779
+21%
增持
IYW
ISHARES TR
+$2.0M
54,508
+9%
增持
SMH
VANECK ETF TRUST
+$1.9M
24,510
+13%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
43,431
+8%
增持
AAPL
APPLE INC
+$1.7M
29,415
+5%
减持
KJUL
INNOVATOR ETFS TRUST
-$1.4M
7,624
-87%
增持
GOOGL
ALPHABET INC
+$1.4M
19,236
+4%
增持
VOX
VANGUARD WORLD FD
+$1.4M
37,019
+14%
建仓
KOCT
INNOVATOR ETFS TRUST
+$1.4M
41,123
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
7,268
-27%
增持
DUHP
DIMENSIONAL ETF TRUST
+$908.9K
211,664
+6%
增持
GOOG
ALPHABET INC
+$908.0K
8,238
+33%
建仓
MAXJ
ISHARES TR
+$876.4K
31,244
增持
TSLA
TESLA INC
+$757.3K
4,425
+16%
减持
QUAL
ISHARES TR
-$680.4K
53,681
-12%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$678.0K
2
-33%
减持
TBIL
RBB FD INC
-$664.0K
21,257
-38%
增持
MSFT
MICROSOFT CORP
+$655.5K
22,707
+2%
增持
AMZN
AMAZON COM INC
+$541.7K
21,485
+13%
建仓
IWM
ISHARES TR
+$540.1K
2,232
增持
AVGO
BROADCOM INC
+$463.7K
5,940
+9%
增持
PDEC
INNOVATOR ETFS TRUST
+$438.6K
52,494
+19%
清仓
SEPW
AIM ETF PRODUCTS TRUST
-$434.3K
0
-100%
清仓
IEFA
ISHARES TR
-$423.1K
0
-100%
增持
BJAN
INNOVATOR ETFS TRUST
+$390.8K
91,824
+3%
增持
WMT
WALMART INC
+$359.5K
9,919
+46%
建仓
AZO
AUTOZONE INC
+$347.5K
81
增持
META
META PLATFORMS INC
+$343.3K
3,808
+15%
增持
SMAX
ISHARES TR
+$335.8K
29,803
+68%
增持
ORCL
ORACLE CORP
+$330.5K
2,488
+47%
建仓
KJAN
INNOVATOR ETFS TRUST
+$326.9K
8,100
清仓
NJUL
INNOVATOR ETFS TRUST
-$322.1K
0
-100%
建仓
CPSL
CALAMOS ETF TR
+$302.2K
11,255
建仓
GE
GE AEROSPACE
+$300.8K
1,000
增持
MGK
VANGUARD WORLD FD
+$297.0K
3,743
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$283.0K
4,872
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$281.0K
3,034
+8%
清仓
PM
PHILIP MORRIS INTL INC
-$246.6K
0
-100%
清仓
BOND
PIMCO ETF TR
-$241.1K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$218.8K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$217.4K
273
建仓
GD
GENERAL DYNAMICS CORP
+$215.9K
633
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$213.6K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$213.1K
29,758
+13%
建仓
DUK
DUKE ENERGY CORP NEW
+$211.9K
1,712
建仓
KO
COCA COLA CO
+$210.8K
3,178
建仓
MS
MORGAN STANLEY
+$209.7K
1,319
清仓
CI
THE CIGNA GROUP
-$202.3K
0
-100%
建仓
RDDT
REDDIT INC
+$201.2K
875
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$201.1K
0
-100%
建仓
MCD
MCDONALDS CORP
+$201.0K
661
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$200.4K
4,818
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$200.1K
0
-100%
增持
NFLX
NETFLIX INC
-$193.7K
1,506
+1%
增持
VGT
VANGUARD WORLD FD
+$193.5K
833
+29%
增持
VOO
VANGUARD INDEX FDS
+$185.4K
1,908
+10%
增持
HD
HOME DEPOT INC
+$183.5K
1,504
+29%
增持
MINT
PIMCO ETF TR
+$162.0K
6,042
+36%
减持
LLY
ELI LILLY & CO
-$156.6K
3,081
-4%
增持
ANET
ARISTA NETWORKS INC
+$145.5K
3,175
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$142.6K
3,670
-5%
减持
PL
PLANET LABS PBC
+$131.7K
20,148
-5%
增持
CAT
CATERPILLAR INC
+$128.7K
954
+13%
增持
IVV
ISHARES TR
+$113.9K
2,124
+1%
减持
CRM
SALESFORCE INC
-$105.9K
2,649
-2%
增持
ABBV
ABBVIE INC
+$100.8K
2,163
+0%
增持
JNJ
JOHNSON & JOHNSON
+$84.6K
2,068
+6%
清仓
DNN
DENISON MINES CORP
-$77.7K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$73.8K
3,093
+14%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$73.7K
1,513
+15%
增持
—
EXXON MOBIL CORP
+$67.9K
5,999
+6%
增持
COST
COSTCO WHSL CORP NEW
-$66.2K
1,230
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$63.1K
10,925
-3%
建仓
ODV
OSISKO DEVELOPMENT CORP
+$61.0K
18,000
增持
UBER
UBER TECHNOLOGIES INC
+$56.8K
2,643
+22%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$49.8K
13,160
-5%
增持
LOW
LOWES COS INC
+$40.5K
1,104
+3%
减持
QQQ
INVESCO QQQ TR
+$39.7K
848
-0%
增持
CVX
CHEVRON CORP NEW
+$37.5K
2,412
+2%
增持
WFC
WELLS FARGO CO NEW
+$36.6K
9,094
+0%
增持
NOW
SERVICENOW INC
-$35.9K
409
+2%
增持
SPYG
SPDR SERIES TRUST
+$35.7K
3,114
+2%
增持
BAC
BANK AMERICA CORP
+$34.8K
7,021
+1%
增持
INTU
INTUIT
-$31.0K
371
+3%
减持
RTX
RTX CORPORATION
+$29.4K
1,676
-3%
减持
ESGU
ISHARES TR
+$29.2K
7,995
-5%
减持
DIS
DISNEY WALT CO
-$26.9K
1,938
-3%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$25.6K
18,289
-8%
增持
MA
MASTERCARD INCORPORATED
+$25.4K
840
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$25.2K
602
-19%
增持
QCOM
QUALCOMM INC
+$21.8K
1,437
+5%
减持
PNOV
INNOVATOR ETFS TRUST
+$20.5K
17,043
-1%
增持
—
EATON CORP PLC
+$20.5K
792
+2%
增持
HON
HONEYWELL INTL INC
-$20.3K
1,398
+3%
增持
ITW
ILLINOIS TOOL WKS INC
+$16.0K
909
+2%
增持
PG
PROCTER AND GAMBLE CO
-$15.0K
2,766
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$13.6K
486
+14%
减持
VTV
VANGUARD INDEX FDS
+$13.3K
1,614
-1%
减持
BITB
BITWISE BITCOIN ETF TR
+$13.2K
3,646
-0%
增持
AMGN
AMGEN INC
+$12.5K
910
+4%
减持
GRAL
GRAIL INC
-$11.7K
7,616
-15%
增持
BSX
BOSTON SCIENTIFIC CORP
-$11.1K
2,238
+5%
增持
CEG
CONSTELLATION ENERGY CORP
+$9.8K
738
+2%
增持
CSCO
CISCO SYS INC
+$9.3K
5,254
+4%
增持
V
VISA INC
-$9.2K
3,543
+3%
减持
MRK
MERCK & CO INC
+$8.8K
4,303
-3%
增持
SHW
SHERWIN WILLIAMS CO
+$7.6K
843
+2%
减持
J
JACOBS SOLUTIONS INC
+$7.6K
1,569
-9%
减持
UDEC
INNOVATOR ETFS TRUST
+$5.5K
25,004
-4%
减持
POCT
INNOVATOR ETFS TRUST
+$3.8K
5,881
-3%
减持
DFCF
DIMENSIONAL ETF TRUST
+$3.7K
7,976
-0%
增持
ABT
ABBOTT LABS
-$2.9K
2,233
+1%
减持
COF
CAPITAL ONE FINL CORP
-$1.7K
1,221
-1%
增持
IRM
IRON MTN INC DEL
-$1.3K
3,789
+0%
减持
AAPR
INNOVATOR ETFS TRUST
+$1.2K
33,628
-2%
增持
—
CHUBB LIMITED
-$637
756
+2%
