Crown Wealth Group, LLC

CIK 1845698 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$393.0M
#4.406 dari 9.443 berdasarkan nilai 13F · top 46.7%
Posisi
150
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +15.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
56,47%
Bobot 25 kepemilikan teratas
78,59%
Posisi di atas 1%
19
Jumlah posisi efektif
19,8

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,54% Perkiraan pembelian $36.404.388 · penjualan $16.667.208

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 69,4% masih dipegang

Posisi baru
15
Meningkat
77
Menurun
40
Tertutup
10
Di halaman ini

Rincian sektor

Technology
10,9%
Communication Services
4,1%
Consumer Discretionary
3,9%
Retail
2,4%
Healthcare
1,9%
Financials
1,6%
Industrials
1,3%
Consumer products
0,8%
Financial Services
0,8%
Energy
0,5%
Communications
0,3%
Utilities
0,2%
Real Estate
0,1%
Consumer Staples
0,1%
Materials
0,1%
Lainnya/Tidak terpetakan
70,9%

Portofolio lengkap 150 posisi

Tipe Rentetan Tren 8 kuartal
DFUS $53.864.274 13,71% 657.362 $8.153.147 Naik ×5
SPYM $43.459.734 11,06% 494.535 $6.402.127 Naik ×1
BALT $33.545.858 8,54% 978.870 $2.190.542 Naik ×1
DMAX $14.037.737 3,57% 513.454 $790.406 Naik ×3
CPRY $13.976.381 3,56% 499.424 $1.096.821 Naik ×3
DYNF $13.905.793 3,54% 204.467 $8.455.956 Naik ×1
SGOV iShares 0-3 Month Treasury Bond ETF $13.280.038 3,38% 131.917 $-1.463.114 Turun ×1
SMH SMH $12.871.215 3,28% 19.624 $5.456.242 Naik ×2
VUG $11.814.270 3,01% 137.152 $2.055.510 Naik ×1
IYW $11.153.971 2,84% 44.221 $4.674.301 Naik ×1
AAPL Apple Inc. - Common Stock $10.484.507 2,67% 36.233 $2.135.312 Naik ×4
NVDA NVIDIA Corporation - Common Stock $10.042.593 2,56% 50.190 $1.412.221 Naik ×6
MSFT Microsoft Corporation - Common Stock $9.471.586 2,41% 25.392 $554.984 Naik ×5
DUHP $8.734.523 2,22% 209.310 $969.205 Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock $7.136.362 1,82% 19.969 $1.360.144 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $5.678.521 1,44% 23.825 $762.871 Naik ×5
VIS $5.426.657 1,38% 15.058 $1.271.608 Naik ×2
BJAN $4.922.827 1,25% 83.622 $151.179 Turun ×3
DFAE $4.525.613 1,15% 112.549 $887.390 Naik ×1
LLY Eli Lilly and Company Common Stock $3.827.381 0,97% 3.191 $904.352 Naik ×1
BRKB $3.753.425 0,96% 7.501 $72.211 Turun ×2
PJAN $3.475.683 0,88% 70.230 $-51.601 Turun ×1
IAU $3.317.532 0,84% 43.935 $-488.512 Naik ×2
GOOG Alphabet Inc. - Class C Capital Stock $3.298.635 0,84% 9.336 $753.427 Naik ×6
LEGH Legacy Housing Corporation - Common Stock $2.837.160 0,72% 108.000 $140.400 Turun ×1
TSLA Tesla, Inc. - Common Stock $2.651.042 0,67% 6.303 $628.350 Naik ×4
META Meta Platforms, Inc. - Class A Common Stock $2.634.099 0,67% 4.676 $36.680 Naik ×6
QUAL $2.583.788 0,66% 11.775 $-7.164.720 Turun ×4
AVGO Broadcom Inc. - Common Stock $2.527.525 0,64% 6.691 $506.115 Naik ×6
SPY SPY $2.438.233 0,62% 3.265 $581.397 Naik ×1
XLB XLB $2.290.730 0,58% 45.067 $281.186 Naik ×1
NJAN $2.262.650 0,58% 38.337 $216.604
JPM JP Morgan Chase & Co. Common Stock $1.826.814 0,46% 5.581 $207.561 Naik ×6
SPOT Spotify Technology S.A. Ordinary Shares $1.798.871 0,46% 3.918 $-149.497 Turun ×1
IVV $1.564.382 0,40% 2.089 $275.375 Naik ×1
WFC Wells Fargo & Company Common Stock $1.539.748 0,39% 18.632 $274.506 Naik ×4
UBSI United Bankshares, Inc. - Common Stock $1.513.811 0,39% 33.031 $145.667
MINT $1.499.306 0,38% 14.873 $734.522 Naik ×2
BRKA $1.497.700 0,38% 2 $61.420
CIBR First Trust NASDAQ Cybersecurity ETF $1.491.510 0,38% 16.600 $407.835 Turun ×2
MGK $1.471.122 0,37% 16.734 $356.046 Naik ×1
VOO $1.409.000 0,36% 2.052 $294.788 Naik ×1
V Visa Inc. $1.391.790 0,35% 4.057 $171.635 Naik ×2
WMT Walmart Inc. - Common Stock $1.374.570 0,35% 12.136 $-99.905 Naik ×6
ESGU iShares ESG Aware MSCI USA ETF $1.236.609 0,31% 7.556 $168.110
VOX $1.209.655 0,31% 6.576 $23.251 Turun ×3
COST Costco Wholesale Corporation - Common Stock $1.186.207 0,30% 1.268 $-148.013 Turun ×1
CAT Caterpillar, Inc. Common Stock $1.163.936 0,30% 1.093 $410.135 Naik ×4
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.163.025 0,30% 1.524 $568.431 Naik ×1
NFLX Netflix, Inc. - Common Stock $1.118.267 0,28% 15.662 $-437.536 Turun ×1
MU Micron Technology, Inc. - Common Stock $1.110.427 0,28% 962 $802.655 Naik ×1
PHYS $1.085.577 0,28% 35.982 $-218.119 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $916.662 0,23% 2.688 $466.002 Turun ×3
AAPR $869.569 0,22% 29.483 $20.753
KJAN $856.110 0,22% 18.762 $73.322
XOM Exxon Mobil Corporation Common Stock $851.902 0,22% 6.231 $-131.447 Naik ×2
AMD Advanced Micro Devices, Inc. - Common Stock $846.967 0,22% 1.458 $560.334 Naik ×2
ARM Arm Holdings plc - American Depositary Shares $831.467 0,21% 2.345 $437.534 Turun ×1
QQQ Invesco QQQ Trust, Series 1 $707.684 0,18% 961 $259.789 Naik ×1
FJUL $696.558 0,18% 11.699 $56.389
JNJ Johnson & Johnson Common Stock $694.971 0,18% 2.736 $36.360 Naik ×5
RSP $672.353 0,17% 3.160 $192.937 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $671.754 0,17% 5.719 $224.292 Turun ×1
ABBV AbbVie Inc. Common Stock $644.198 0,16% 2.560 $88.511 Naik ×6
BAI $640.021 0,16% 12.140 $258.163 Naik ×1
AUGW $622.649 0,16% 18.289 $34.654
MRK Merck & Company, Inc. Common Stock (new) $618.085 0,16% 4.810 $41.655 Naik ×3
ANET Arista Networks, Inc. Common Stock $613.097 0,16% 3.609 $160.162 Turun ×1
VGT $608.118 0,15% 5.088 $160.182 Naik ×2
HD Home Depot, Inc. (The) Common Stock $595.967 0,15% 1.690 $69.319 Naik ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $590.350 0,15% 5.060 $-132.566 Naik ×3
AMAT Applied Materials, Inc. - Common Stock $575.508 0,15% 796 $282.936 Turun ×2
PL Planet Labs PBC Class A Common Stock $575.071 0,15% 17.358 $52.182 Turun ×2
MA Mastercard Incorporated Common Stock $551.093 0,14% 1.073 $35.444 Naik ×2
MRVL Marvell Technology, Inc. - Common Stock $543.649 0,14% 1.825 Naik ×1
NNOV $522.017 0,13% 16.600 Naik ×1
INTC Intel Corporation - Common Stock $519.703 0,13% 3.722 Naik ×1
BAC Bank of America Corporation Common Stock $481.652 0,12% 8.453 $79.172 Naik ×6
GRAL GRAIL, Inc. - Common Stock $478.982 0,12% 7.016 $85.387 Turun ×2
CVX Chevron Corporation Common Stock $477.057 0,12% 2.878 $-118.608 Turun ×1
CRM Salesforce, Inc. Common Stock $475.877 0,12% 3.038 $-51.686 Naik ×3
ORCL Oracle Corporation Common Stock $471.744 0,12% 3.219 $31.885 Naik ×2
SMAX $465.373 0,12% 16.701 $16.076 Turun ×2
LRCX Lam Research Corporation - Common Stock $452.397 0,12% 1.044 $234.677 Naik ×1
PNOV $445.052 0,11% 10.035 $35.022
PG Procter & Gamble Company (The) Common Stock $438.806 0,11% 2.992 $16.492 Naik ×2
GLD $438.372 0,11% 1.190 $56.274 Naik ×2
SPYG $427.057 0,11% 3.589 $79.378 Naik ×5
FDN $424.876 0,11% 1.605 $49.258
PYLD $385.004 0,10% 14.517 $-688.360 Turun ×1
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT $378.298 0,10% 2.995 $77.189 Naik ×1
RTX RTX Corporation Common Stock $377.563 0,10% 1.990 $9.124 Naik ×3
AMGN Amgen Inc. - Common Stock $374.794 0,10% 1.035 $20.129 Naik ×6
CEF $369.432 0,09% 9.183 $-82.858 Turun ×2
HEFT $368.098 0,09% 13.880 $-96.421 Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares $363.480 0,09% 853 $59.461 Naik ×6
GE GE Aerospace Common Stock $354.296 0,09% 948 $95.782 Naik ×1
VGUS Vanguard Ultra-Short Treasury ETF $351.062 0,09% 4.640 $-111.145 Turun ×2
GEV GE Vernova Inc. Common Stock $347.759 0,09% 296 $91.999 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $341.648 0,09% 822

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
DFUS $53.864.274 13,71% naik ×5
DMAX $14.037.737 3,57% naik ×3
CPRY $13.976.381 3,56% naik ×3
AAPL $10.484.507 2,67% naik ×4
NVDA $10.042.593 2,56% naik ×6
MSFT $9.471.586 2,41% naik ×5
AMZN $5.678.521 1,44% naik ×5
GOOG $3.298.635 0,84% naik ×6
TSLA $2.651.042 0,67% naik ×4
META $2.634.099 0,67% naik ×6
AVGO $2.527.525 0,64% naik ×6
JPM $1.826.814 0,46% naik ×6
WFC $1.539.748 0,39% naik ×4
WMT $1.374.570 0,35% naik ×6
CAT $1.163.936 0,30% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
MRVL $543.649 1.825 0,14%
NNOV $522.017 16.600 0,13%
INTC $519.703 3.722 0,13%
UNH $341.648 822 0,09%
KLAC $327.959 1.087 0,08%
SNDK $268.300 118 0,07%
HYG $230.234 2.879 0,06%
SPHQ $223.448 2.480 0,06%
UNP $223.051 820 0,06%
LQD $221.848 2.034 0,06%
MPC $216.633 847 0,06%
DELL $211.415 490 0,05%
GLW $202.556 793 0,05%
LIN $200.253 386 0,05%
ANNX $135.687 23.763 0,03%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
DYNF Beli lebih banyak +111K +$8.5M
DFUS Beli lebih banyak +13K +$8.2M
QUAL Dipangkas -39K -$7.2M
SPYM Beli lebih banyak +10K +$6.4M
SMH Beli lebih banyak +284 +$5.5M
IYW Beli lebih banyak +9K +$4.7M
BALT Beli lebih banyak +42K +$2.2M
AAPL Beli lebih banyak +3K +$2.1M
VUG Beli lebih banyak +115K +$2.1M
SGOV Dipangkas -15K -$1.5M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
CPSL 31 Maret 2025 173.723 $4.440.360 Tidak lagi dilacak
VFH 30 Juni 2025 34.506 $4.122.471 Tidak lagi dilacak
KDEC 31 Maret 2026 126.327 $3.226.707 Tidak lagi dilacak
EPI 30 Sep. 2025 65.987 $3.132.403 Tidak lagi dilacak
VHT 31 Maret 2026 10.312 $2.968.309 Tidak lagi dilacak
KOCT 31 Des. 2025 41.123 $1.357.881 Tidak lagi dilacak
UDEC 31 Des. 2025 25.004 $959.403 Tidak lagi dilacak
MAXJ 31 Des. 2025 31.244 $876.372 Tidak lagi dilacak
COWZ 31 Maret 2025 14.767 $834.028 Tidak lagi dilacak
QBUF 30 Juni 2026 25.959 $758.262
PYLD 31 Maret 2025 27.660 $716.940 Tidak lagi dilacak
MDY 31 Maret 2025 1.231 $701.153 Tidak lagi dilacak
PAUG 31 Maret 2025 17.440 $671.440 Tidak lagi dilacak
KJAN 30 Juni 2025 16.699 $596.822 Tidak lagi dilacak
XJAN 31 Maret 2025 15.806 $533.453 Tidak lagi dilacak
TLT 31 Maret 2025 5.500 $480.315
BUG 31 Maret 2026 15.486 $471.704
XLV 31 Maret 2026 2.823 $437.000 Tidak lagi dilacak
MUNI 31 Maret 2025 8.397 $434.365 Tidak lagi dilacak
SEPW 30 Sep. 2025 14.396 $434.335 Tidak lagi dilacak
XLF 31 Maret 2026 7.807 $427.589 Tidak lagi dilacak
IEFA 30 Sep. 2025 5.068 $423.077 Tidak lagi dilacak
XLY 31 Maret 2026 3.512 $419.368 Tidak lagi dilacak
PMAY 31 Maret 2025 11.679 $419.363 Tidak lagi dilacak
SIXO 30 Juni 2026 12.012 $405.765 Tidak lagi dilacak
CPRJ 31 Maret 2025 15.000 $382.346 Tidak lagi dilacak
PMBS 30 Juni 2026 7.530 $373.494
BITB 31 Maret 2026 7.660 $364.310 Tidak lagi dilacak
CPSL 31 Maret 2026 13.261 $360.752 Tidak lagi dilacak
ADBE 30 Juni 2025 929 $356.299 -30,0%
HON 30 Juni 2026 1.545 $349.216 0,8%
DFCF 31 Des. 2025 7.976 $341.054 Tidak lagi dilacak
XLI 31 Maret 2026 2.183 $338.627 Tidak lagi dilacak
TTD 31 Maret 2025 2.747 $322.855 -75,6%
NJUL 30 Sep. 2025 4.733 $322.128 Tidak lagi dilacak
IDEC 31 Maret 2025 11.875 $314.875 Tidak lagi dilacak
SPHD 31 Maret 2025 6.380 $308.234 Tidak lagi dilacak
XSEP 31 Maret 2025 7.900 $307.363 Tidak lagi dilacak
OEF 31 Maret 2026 871 $298.727 Tidak lagi dilacak
IWM 31 Maret 2026 1.162 $286.038 Tidak lagi dilacak
IGIB 30 Juni 2025 5.300 $278.356
NOW 30 Juni 2026 2.594 $271.203 24,4%
SHW 30 Juni 2026 842 $269.903 3,0%
ARKB 31 Maret 2026 9.265 $269.056 Tidak lagi dilacak
KAUG 30 Juni 2025 11.076 $266.115 Tidak lagi dilacak
KAPR 30 Juni 2025 8.514 $262.657 Tidak lagi dilacak
RDVY 30 Juni 2025 4.443 $260.111
ABT 30 Juni 2026 2.523 $259.036 26,4%
MAYM 31 Des. 2025 8.100 $257.540 Tidak lagi dilacak
KJUN 30 Juni 2025 9.880 $251.841 Tidak lagi dilacak
PM 30 Sep. 2025 1.354 $246.604 15,6%
INTU 31 Maret 2026 370 $245.095 -16,6%
XLC 31 Maret 2026 2.071 $243.798 Tidak lagi dilacak
BOND 30 Sep. 2025 2.615 $241.051 -2,7%
PMAR 31 Maret 2025 5.945 $238.930 Tidak lagi dilacak
XJUL 31 Maret 2025 6.485 $230.027 Tidak lagi dilacak
T 30 Juni 2026 7.713 $223.600 22,3%
ZALT 30 Juni 2025 7.388 $219.941 Tidak lagi dilacak
TJX 30 Juni 2026 1.374 $219.428 -1,7%
VWO 30 Sep. 2025 4.424 $218.811 Tidak lagi dilacak
DUK 30 Juni 2025 1.788 $218.082 5,7%
COF 31 Maret 2025 1.206 $215.054 25,1%
CGDV 30 Sep. 2025 5.409 $213.601 Tidak lagi dilacak
POCT 31 Maret 2025 5.358 $211.997 Tidak lagi dilacak
MCD 30 Juni 2026 678 $210.659 0,4%
GS 30 Juni 2025 384 $209.775 44,0%
UNH 31 Des. 2025 602 $207.871 19,6%
IWM 31 Maret 2025 932 $205.935 Tidak lagi dilacak
J 31 Maret 2026 1.546 $204.783 13,5%
BSX 31 Maret 2026 2.135 $203.572 -17,8%
SNTH 31 Maret 2026 7.343 $203.335 Tidak lagi dilacak
CI 30 Sep. 2025 612 $202.315 -1,9%
RDDT 31 Maret 2026 875 $201.136 15,3%
PSLV 30 Sep. 2025 16.429 $201.091 Tidak lagi dilacak
MCD 31 Des. 2025 661 $201.009 -11,2%
XSEP 31 Des. 2025 4.818 $200.399 Tidak lagi dilacak
ACN 31 Maret 2025 569 $200.169 -42,2%
XJUL 30 Sep. 2025 5.385 $200.107 Tidak lagi dilacak
DNN 30 Sep. 2025 42.712 $77.736 Tidak lagi dilacak
ODV 31 Des. 2025 18.000 $61.020 Tidak lagi dilacak