Crown Wealth Group, LLC 13F 持仓 · 2026年Q2
Crown Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 150 只证券，申报市值合计 3.93 亿美元。前几大持仓：DFUS（13.71%）、SPYM（11.06%）、BALT（8.54%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $53.9M | 13.71% | 657,362 | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $43.5M | 11.06% | 494,535 | 增持 |
| 3 | BALT | INNOVATOR ETFS TRUST | $33.5M | 8.54% | 978,870 | 增持 |
| 4 | DMAX | ISHARES TR | $14.0M | 3.57% | 513,454 | 增持 |
| 5 | CPRY | CALAMOS ETF TR | $14.0M | 3.56% | 499,424 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $13.9M | 3.54% | 204,467 | 增持 |
| 7 | SGOV | ISHARES TR | $13.3M | 3.38% | 131,917 | 减持 |
| 8 | SMH | VANECK ETF TRUST | $12.9M | 3.28% | 19,624 | 增持 |
| 9 | VUG | VANGUARD INDEX FDS | $11.8M | 3.01% | 137,152 | 增持 |
| 10 | IYW | ISHARES TR | $11.2M | 2.84% | 44,221 | 增持 |
| 11 | AAPL | APPLE INC | $10.5M | 2.67% | 36,233 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $10.0M | 2.56% | 50,190 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $9.5M | 2.41% | 25,392 | 增持 |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $8.7M | 2.22% | 209,310 | 减持 |
| 15 | GOOGL | ALPHABET INC | $7.1M | 1.82% | 19,969 | 减持 |
| 16 | AMZN | AMAZON COM INC | $5.7M | 1.44% | 23,825 | 增持 |
| 17 | VIS | VANGUARD WORLD FD | $5.4M | 1.38% | 15,058 | 增持 |
| 18 | BJAN | INNOVATOR ETFS TRUST | $4.9M | 1.25% | 83,622 | 减持 |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $4.5M | 1.15% | 112,549 | 增持 |
| 20 | LLY | ELI LILLY & CO | $3.8M | 0.97% | 3,191 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.8M | 0.96% | 7,501 | 减持 |
| 22 | PJAN | INNOVATOR ETFS TRUST | $3.5M | 0.88% | 70,230 | 减持 |
| 23 | GOOG | ALPHABET INC | $3.3M | 0.84% | 9,336 | 增持 |
| 24 | IAU | ISHARES GOLD TR | $3.3M | 0.84% | 43,935 | 增持 |
| 25 | LEGH | LEGACY HOUSING CORP | $2.8M | 0.72% | 108,000 | 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