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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 149 项
建仓 20
增持 71
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$5.5M
3,250
-95%
建仓
DYNF
BLACKROCK ETF TRUST
+$5.4M
93,672
减持
VGUS
VANGUARD INSTL INDEX FD
-$4.5M
6,109
-91%
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
SGOV
ISHARES TR
+$3.8M
146,465
+35%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$3.6M
107,449
清仓
KDEC
INNOVATOR ETFS TRUST
-$3.2M
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$3.0M
0
-100%
减持
QBUF
INNOVATOR ETFS TRUST
-$2.7M
25,959
-78%
减持
SPYM
SPDR SERIES TRUST
-$2.6M
484,160
-2%
减持
VUG
VANGUARD INDEX FDS
-$2.6M
22,342
-11%
减持
IYW
ISHARES TR
-$2.3M
35,716
-19%
增持
MSFT
MICROSOFT CORP
-$2.2M
24,088
+5%
建仓
XLB
SELECT SECTOR SPDR TR
+$2.0M
40,215
增持
DFUS
DIMENSIONAL ETF TRUST
-$1.5M
644,636
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.5M
2,855
-42%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$1.4M
17,289
-49%
增持
IAU
ISHARES GOLD TR
+$1.3M
43,172
+38%
建仓
PYLD
PIMCO ETF TR
+$1.1M
40,968
增持
VIS
VANGUARD WORLD FD
+$909.0K
13,308
+22%
增持
SMH
VANECK ETF TRUST
+$821.0K
19,340
+6%
减持
XLK
SELECT SECTOR SPDR TR
-$769.4K
1,861
-74%
减持
LLY
ELI LILLY & CO
-$585.8K
3,178
-3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$479.4K
2,498
清仓
BUG
GLOBAL X FDS
-$471.7K
0
-100%
建仓
HEFT
ETF OPPORTUNITIES TRUST
+$464.5K
17,450
减持
QUAL
ISHARES TR
-$450.7K
50,824
-1%
增持
KJAN
INNOVATOR ETFS TRUST
+$447.3K
18,762
+132%
增持
AMZN
AMAZON COM INC
-$440.4K
23,602
+2%
减持
BALT
INNOVATOR ETFS TRUST
-$438.0K
936,959
-1%
清仓
XLV
SELECT SECTOR SPDR TR
-$437.0K
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$433.4K
211,244
-2%
增持
GOOGL
ALPHABET INC
-$428.4K
20,087
+1%
清仓
XLF
SELECT SECTOR SPDR TR
-$427.6K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$419.4K
0
-100%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$405.8K
12,012
增持
DMAX
ISHARES TR
+$391.7K
498,567
+3%
建仓
BAI
BLACKROCK ETF TRUST
+$381.9K
11,589
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$375.0K
6,352
建仓
PMBS
PIMCO ETF TR
+$373.5K
7,530
清仓
BITB
BITWISE BITCOIN ETF TR
-$364.3K
0
-100%
减持
SMAX
ISHARES TR
-$361.9K
16,751
-44%
清仓
CPSL
CALAMOS ETF TR
-$360.8K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$344.3K
1,339
+17%
清仓
XLI
SELECT SECTOR SPDR TR
-$338.6K
0
-100%
增持
MINT
PIMCO ETF TR
+$332.0K
7,604
+76%
减持
GRAL
GRAIL INC
-$318.2K
7,616
-8%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP
+$310.7K
12,738
建仓
MU
MICRON TECHNOLOGY INC
+$307.8K
911
增持
AAPL
APPLE INC
-$303.7K
32,898
+3%
清仓
OEF
ISHARES TR
-$298.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$293.7K
5,796
+1%
建仓
LMT
LOCKHEED MARTIN CORP
+$292.0K
483
减持
VOX
VANGUARD WORLD FD
-$290.4K
6,597
-14%
清仓
IWM
ISHARES TR
-$286.0K
0
-100%
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$269.1K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$261.5K
1,865
-15%
增持
—
SPOTIFY TECHNOLOGY S A
-$258.3K
4,018
+6%
建仓
GEV
GE VERNOVA INC
+$255.8K
293
清仓
INTU
INTUIT
-$245.1K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$243.8K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$237.9K
1,439
建仓
T
AT&T INC
+$223.6K
7,713
建仓
TJX
TJX COS INC NEW
+$219.4K
1,374
建仓
LRCX
LAM RESEARCH CORP
+$217.7K
1,019
建仓
MCD
MCDONALDS CORP
+$210.7K
678
增持
WMT
WALMART INC
+$208.5K
11,864
+4%
建仓
TXN
TEXAS INSTRS INC
+$207.8K
1,071
增持
PG
PROCTER & GAMBLE CO
+$206.8K
2,924
+94%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$206.8K
7,682
-1%
清仓
J
JACOBS SOLUTIONS INC
-$204.8K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$204.8K
3,035
-5%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$203.6K
0
-100%
清仓
SNTH
TIDAL TRUST III
-$203.3K
0
-100%
清仓
RDDT
REDDIT INC
-$201.1K
0
-100%
减持
BJAN
INNOVATOR ETFS TRUST
-$200.6K
89,474
-1%
增持
CPRY
CALAMOS ETF TR
+$198.5K
474,637
+1%
增持
AVGO
BROADCOM INC
-$193.6K
6,531
+2%
增持
PJAN
INNOVATOR ETFS TRUST
+$193.2K
76,464
+8%
增持
CRM
SALESFORCE INC
-$184.0K
2,826
+5%
增持
CVX
CHEVRON CORPORATION
+$172.9K
2,879
+4%
增持
GOOG
ALPHABET INC
-$172.4K
8,873
+2%
增持
CAT
CATERPILLAR INC
+$168.3K
1,064
+4%
减持
IVV
ISHARES TR
-$164.3K
1,973
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$162.5K
1,523
-6%
增持
GLD
SPDR GOLD TR
+$153.0K
888
+54%
增持
TSLA
TESLA INC
-$148.6K
5,441
+13%
减持
QQQ
INVESCO QQQ TR
-$148.0K
776
-20%
增持
POCT
INNOVATOR ETFS TRUST
+$143.9K
9,330
+59%
增持
JNJ
JOHNSON & JOHNSON
+$142.6K
2,694
+8%
减持
ESGU
ISHARES TR
-$122.5K
7,556
-5%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$114.6K
36,786
+2%
增持
JPM
JPMORGAN CHASE & CO
-$108.0K
5,505
+3%
减持
AAPR
INNOVATOR ETFS TRUST
-$100.3K
29,483
-12%
增持
NFLX
NETFLIX INC.
+$88.8K
16,181
+3%
减持
PANW
PALO ALTO NETWORKS INC
-$87.0K
2,811
-4%
增持
MRK
MERCK & CO INC
+$86.0K
4,792
+3%
增持
HON
HONEYWELL INTL INC
+$83.3K
1,545
+13%
减持
NJAN
INNOVATOR ETFS TRUST
-$80.7K
38,337
-1%
增持
HD
HOME DEPOT INC
+$79.4K
1,601
+23%
增持
MA
MASTERCARD INCORPORATED
+$75.5K
1,032
+34%
减持
GE
GE AEROSPACE
-$69.2K
911
-14%
增持
META
META PLATFORMS INC
+$68.9K
4,540
+19%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$64.2K
9,478
-16%
减持
PL
PLANET LABS PBC
+$64.2K
18,708
-20%
增持
KO
COCA COLA CO
+$51.9K
3,768
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$51.9K
2,081
+11%
增持
COF
CAPITAL ONE FINL CORP
-$50.0K
1,437
+12%
增持
NEE
NEXTERA ENERGY INC
+$48.3K
2,859
+6%
增持
QCOM
QUALCOMM INC
-$47.9K
1,668
+9%
减持
IRM
IRON MTN INC DEL
+$47.2K
2,948
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$46.8K
1,409
+26%
增持
—
EATON CORP PLC
+$45.1K
850
+5%
增持
CEG
CONSTELLATION ENERGY CORP
-$42.3K
834
+7%
增持
NOW
SERVICENOW INC
-$41.2K
2,594
+27%
增持
WFC
WELLS FARGO & CO
+$40.0K
15,893
+21%
减持
AMAT
APPLIED MATLS INC
+$36.9K
856
-14%
增持
AMGN
AMGEN INC
+$33.6K
1,008
+3%
减持
LOW
LOWES COS INC
-$33.5K
1,137
-9%
增持
AXP
AMERICAN EXPRESS CO
-$32.9K
669
+5%
增持
VGT
VANGUARD WORLD FD
-$31.5K
642
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$29.5K
527
+10%
增持
ANET
ARISTA NETWORKS INC
+$28.7K
3,689
+14%
减持
TBIL
RBB FD INC
-$27.3K
5,719
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$26.5K
850
+8%
减持
GS
GOLDMAN SACHS GROUP INC
-$25.8K
302
-6%
增持
RTX
RTX CORPORATION
+$25.5K
1,910
+2%
增持
BAC
BANK AMERICA CORP
-$25.5K
8,256
+6%
增持
—
CHUBB LTD SWITZ
+$23.6K
846
+5%
增持
ITW
ILLINOIS TOOL WKS INC
+$22.4K
953
+4%
增持
DIS
DISNEY WALT CO
-$20.8K
2,130
+7%
增持
ABT
ABBOTT LABORATORIES
-$19.7K
2,523
+13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$15.8K
4,942
+24%
增持
GD
GENERAL DYNAMICS CORP
+$14.7K
699
+4%
减持
C
CITIGROUP INC
-$14.7K
2,165
-3%
减持
PNOV
INNOVATOR ETFS TRUST
-$13.3K
10,035
-1%
减持
PDEC
INNOVATOR ETFS TRUST
-$10.6K
5,083
-3%
增持
AZO
AUTOZONE INC
+$9.0K
84
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$8.4K
3,164
+18%
增持
SPYG
SPDR SERIES TRUST
-$7.7K
3,551
+7%
增持
ORCL
ORACLE CORP
-$6.3K
2,990
+31%
增持
SHW
SHERWIN WILLIAMS CO
+$3.9K
842
+3%
增持
V
VISA INC
+$3.7K
4,037
+16%
增持
CSCO
CISCO SYS INC
+$3.5K
5,767
+0%
减持
PH
PARKER-HANNIFIN CORP
+$2.7K
276
-1%
增持
NVDA
NVIDIA CORPORATION
+$2.5K
49,486
+7%
减持
VTV
VANGUARD INDEX FDS
+$2.4K
1,128
-2%
增持
ABBV
ABBVIE INC
-$1.8K
2,555
+5%
增持
APH
AMPHENOL CORP
+$1.4K
1,763
+8%
增持
MS
MORGAN STANLEY
+$1.2K
1,484
+8%
