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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 135 项
建仓 25
增持 66
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$5.7M
68,215
减持
VOX
VANGUARD WORLD FD
-$5.5M
7,627
-79%
建仓
QBUF
INNOVATOR ETFS TRUST
+$3.5M
118,958
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
VIS
VANGUARD WORLD FD
+$3.2M
10,879
建仓
KDEC
INNOVATOR ETFS TRUST
+$3.2M
126,327
减持
BUG
GLOBAL X FDS
-$3.0M
15,486
-84%
建仓
VHT
VANGUARD WORLD FD
+$3.0M
10,312
增持
BALT
INNOVATOR ETFS TRUST
+$2.9M
948,772
+8%
建仓
IAU
ISHARES GOLD TR
+$2.5M
31,181
增持
DMAX
ISHARES TR
+$2.3M
482,027
+20%
减持
SGOV
ISHARES TR
-$2.2M
108,788
-17%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.0M
70,907
+150%
减持
VUG
VANGUARD INDEX FDS
-$2.0M
25,236
-16%
减持
PDEC
INNOVATOR ETFS TRUST
-$2.0M
5,224
-90%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.9M
636,576
+2%
增持
SPYM
SPDR SERIES TRUST
+$1.9M
494,893
+3%
减持
IYW
ISHARES TR
-$1.9M
43,880
-19%
增持
GOOGL
ALPHABET INC
+$1.5M
19,823
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.4M
34,088
+159%
减持
SMH
VANECK ETF TRUST
-$1.4M
18,310
-25%
清仓
KOCT
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
4,902
+62%
减持
LEGH
LEGACY HOUSING CORP
-$1.3M
132,000
-6%
增持
VGUS
VANGUARD INSTL INDEX FD
+$1.3M
66,066
+35%
增持
CPRY
CALAMOS ETF TR
+$1.3M
469,915
+7%
增持
AAPL
APPLE INC
+$1.2M
31,829
+8%
增持
LLY
ELI LILLY & CO
+$1.2M
3,265
+6%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.0M
7,062
清仓
UDEC
INNOVATOR ETFS TRUST
-$959.4K
0
-100%
清仓
MAXJ
ISHARES TR
-$876.4K
0
-100%
减持
TBIL
RBB FD INC
-$750.4K
6,264
-71%
增持
GOOG
ALPHABET INC
+$711.2K
8,660
+5%
增持
AMZN
AMAZON COM INC
+$638.5K
23,204
+8%
增持
MSFT
MICROSOFT CORP
-$627.5K
23,021
+1%
增持
NVDA
NVIDIA CORPORATION
+$524.5K
46,262
+7%
增持
WFC
WELLS FARGO CO NEW
+$462.9K
13,146
+45%
建仓
XLV
SELECT SECTOR SPDR TR
+$437.0K
2,823
建仓
XLF
SELECT SECTOR SPDR TR
+$427.6K
7,807
建仓
XLY
SELECT SECTOR SPDR TR
+$419.4K
3,512
清仓
DFCF
DIMENSIONAL ETF TRUST
-$341.1K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$338.6K
2,183
增持
NFLX
NETFLIX INC
-$338.6K
15,646
+939%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$307.7K
36,011
+21%
建仓
OEF
ISHARES TR
+$298.7K
871
减持
PNOV
INNOVATOR ETFS TRUST
-$276.4K
10,133
-41%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$269.1K
9,265
增持
META
META PLATFORMS INC
-$268.2K
3,831
+1%
增持
GRAL
GRAIL INC
+$261.4K
8,316
+9%
建仓
C
CITIGROUP INC
+$260.2K
2,230
清仓
MAYM
FIRST TR EXCHNG TRADED FD VI
-$257.5K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$255.7K
995
增持
AVGO
BROADCOM INC
+$255.4K
6,400
+8%
减持
IWM
ISHARES TR
-$254.0K
1,162
-48%
减持
ORCL
ORACLE CORP
-$253.6K
2,289
-8%
建仓
PH
PARKER-HANNIFIN CORP
+$244.4K
278
建仓
XLC
SELECT SECTOR SPDR TR
+$243.8K
2,071
增持
WMT
WALMART INC
+$243.7K
11,363
+15%
减持
QUAL
ISHARES TR
-$241.7K
51,350
-4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$239.9K
1,120
建仓
AXP
AMERICAN EXPRESS CO
+$235.3K
636
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$234.1K
7,735
+6%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$232.5K
785
建仓
GLD
SPDR GOLD TR
+$229.1K
578
建仓
APH
AMPHENOL CORP NEW
+$221.4K
1,638
建仓
NEE
NEXTERA ENERGY INC
+$217.3K
2,707
减持
PG
PROCTER AND GAMBLE CO
-$209.6K
1,504
-46%
清仓
UNH
UNITEDHEALTH GROUP INC
-$207.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$207.2K
2,194
+15%
增持
DUHP
DIMENSIONAL ETF TRUST
+$204.2K
215,587
+2%
增持
TSLA
TESLA INC
+$203.4K
4,828
+9%
建仓
SNTH
TIDAL TRUST III
+$203.3K
7,343
清仓
MCD
MCDONALDS CORP
-$201.0K
0
-100%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$200.4K
0
-100%
增持
NJAN
INNOVATOR ETFS TRUST
+$199.5K
38,724
+7%
增持
PL
PLANET LABS PBC
+$197.1K
23,258
+15%
增持
JPM
JPMORGAN CHASE & CO.
+$190.4K
5,360
+10%
减持
MGK
VANGUARD WORLD FD
-$186.3K
3,198
-15%
减持
MINT
PIMCO ETF TR
-$175.6K
4,313
-29%
减持
HD
HOME DEPOT INC
-$162.3K
1,300
-14%
减持
COST
COSTCO WHSL CORP NEW
-$148.6K
1,148
-7%
减持
VGT
VANGUARD WORLD FD
-$142.5K
636
-24%
增持
BITB
BITWISE BITCOIN ETF TR
+$137.5K
7,660
+110%
增持
JNJ
JOHNSON & JOHNSON
+$132.5K
2,493
+21%
减持
IRM
IRON MTN INC DEL
-$132.3K
3,061
-19%
增持
CAT
CATERPILLAR INC
+$130.3K
1,022
+7%
增持
MRK
MERCK & CO INC
+$129.3K
4,659
+8%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$115.7K
11,278
+3%
减持
BJAN
INNOVATOR ETFS TRUST
+$104.2K
90,317
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$92.1K
2,919
-6%
建仓
OSG
OCTAVE SPECIALTY GROUP INC
+$86.8K
11,162
增持
QQQ
INVESCO QQQ TR
+$86.8K
970
+14%
增持
CSCO
CISCO SYS INC
+$84.5K
5,764
+10%
增持
CRM
SALESFORCE INC
+$83.8K
2,686
+1%
减持
VTV
VANGUARD INDEX FDS
-$82.1K
1,146
-29%
增持
BAC
BANK AMERICA CORP
+$65.7K
7,781
+11%
增持
AMGN
AMGEN INC
+$64.3K
981
+8%
增持
NOW
SERVICENOW INC
-$64.0K
2,039
+399%
增持
GS
GOLDMAN SACHS GROUP INC
+$63.9K
320
+17%
增持
RTX
RTX CORPORATION
+$62.5K
1,870
+12%
清仓
ODV
OSISKO DEVELOPMENT CORP
-$61.0K
0
-100%
增持
CPSL
CALAMOS ETF TR
+$58.6K
13,261
+18%
增持
ABBV
ABBVIE INC
+$56.7K
2,440
+13%
减持
ISRG
INTUITIVE SURGICAL INC
+$55.1K
481
-1%
增持
COF
CAPITAL ONE FINL CORP
+$52.6K
1,288
+5%
增持
CVX
CHEVRON CORP NEW
+$48.2K
2,774
+15%
增持
UBER
UBER TECHNOLOGIES INC
-$39.8K
2,682
+1%
增持
—
CHUBB LIMITED
+$38.9K
808
+7%
增持
ANET
ARISTA NETWORKS INC
-$38.4K
3,238
+2%
减持
MA
MASTERCARD INCORPORATED
-$37.7K
771
-8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$37.6K
3,978
+8%
增持
—
EATON CORP PLC
-$37.5K
813
+3%
增持
MS
MORGAN STANLEY
+$33.4K
1,369
+4%
增持
CEG
CONSTELLATION ENERGY CORP
+$32.3K
779
+6%
减持
IVV
ISHARES TR
+$31.5K
2,122
-0%
减持
J
JACOBS SOLUTIONS INC
-$30.3K
1,546
-1%
增持
SPYG
SPDR SERIES TRUST
+$30.0K
3,331
+7%
减持
HON
HONEYWELL INTL INC
-$28.4K
1,363
-3%
增持
GE
GE AEROSPACE
+$26.9K
1,064
+6%
减持
SHW
SHERWIN WILLIAMS CO
-$25.9K
821
-3%
增持
LOW
LOWES COS INC
+$24.7K
1,253
+13%
增持
KO
COCA COLA CO
+$23.9K
3,356
+6%
增持
QCOM
QUALCOMM INC
+$23.7K
1,536
+7%
减持
ABT
ABBOTT LABS
-$20.3K
2,225
-0%
增持
KJUL
INNOVATOR ETFS TRUST
+$15.9K
7,946
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$15.1K
1,615
+7%
减持
BSX
BOSTON SCIENTIFIC CORP
-$14.9K
2,135
-5%
减持
—
EXXON MOBIL CORP
+$13.3K
5,731
-4%
增持
SMAX
ISHARES TR
+$13.0K
30,093
+1%
增持
ITW
ILLINOIS TOOL WKS INC
-$11.4K
916
+1%
减持
AAPR
INNOVATOR ETFS TRUST
+$9.7K
33,403
-1%
增持
GD
GENERAL DYNAMICS CORP
+$9.4K
669
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$8.7K
1,882
+10%
减持
INTU
INTUIT
-$8.3K
370
-0%
减持
V
VISA INC
+$7.0K
3,468
-2%
增持
DIS
DISNEY WALT CO
+$4.2K
1,987
+3%
