Crewe Advisors LLC 13F 持仓 · 2026年Q2
Crewe Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,135 只证券，申报市值合计 13.80 亿美元。前几大持仓：IVV（11.66%）、PACS（10.22%）、IJH（5.83%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $161.0M | 11.66% | 214,948 | 减持 |
| 2 | PACS | PACS GROUP INC | $141.0M | 10.22% | 3.3M | 增持 |
| 3 | IJH | ISHARES TR | $80.4M | 5.83% | 1.0M | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $78.1M | 5.66% | 104,579 | 增持 |
| 5 | IEFA | ISHARES TR | $63.8M | 4.62% | 660,188 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $50.8M | 3.68% | 691,686 | 增持 |
| 7 | ESGV | VANGUARD WORLD FD | $48.2M | 3.49% | 364,656 | 增持 |
| 8 | DBEF | DBX ETF TR | $42.5M | 3.08% | 778,666 | 增持 |
| 9 | PULS | PGIM ETF TR | $42.0M | 3.04% | 847,303 | 增持 |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $41.2M | 2.98% | 55 | 减持 |
| 11 | MDY | STATE STR SPDR S&P MIDCAP 40 | $35.3M | 2.55% | 50,124 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $32.7M | 2.37% | 87,611 | 增持 |
| 13 | AAPL | APPLE INC | $29.6M | 2.15% | 102,418 | 减持 |
| 14 | MUB | ISHARES TR | $27.6M | 2.00% | 256,075 | 增持 |
| 15 | IJR | ISHARES TR | $26.8M | 1.94% | 180,397 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $25.9M | 1.88% | 85,513 | 持平 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $23.3M | 1.69% | 40,172 | 增持 |
| 18 | IWM | ISHARES TR | $20.8M | 1.51% | 69,179 | 减持 |
| 19 | VGT | VANGUARD WORLD FD | $19.7M | 1.42% | 164,416 | 增持 |
| 20 | GOOG | ALPHABET INC | $19.1M | 1.38% | 54,038 | 增持 |
| 21 | CVX | CHEVRON CORPORATION | $17.5M | 1.27% | 105,557 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $14.3M | 1.03% | 19,375 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.4M | 0.97% | 26,858 | 增持 |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | $12.4M | 0.90% | 183,760 | 增持 |
| 25 | VSGX | VANGUARD WORLD FD | $10.9M | 0.79% | 132,891 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR