Cullen/Frost Bankers, Inc.
San Antonio TX · SEC CIK 0000039263
$88.05亿2026Q1 申报市值
1,369持仓数
30.6%前十大占比 · 第一大 5.4%
115 / 191新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PVAL 加仓+$4,041.39万
VUG 加仓+$1,999.45万
BA 加仓+$1,758.83万
AZN 新建仓+$1,572.04万
IWLG 加仓+$1,299.05万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$4,588.53万
RPRX 减仓-$2,611.18万
IWP 减仓-$2,126.38万
HYG 减仓-$1,881.78万
GSK 减仓-$1,535.69万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABEV | AMBEV SA SPONSORED ADR | $9.37万 | 0.00% | 32,075 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $9.42万 | 0.00% | 826 | -48 | -5.5% | -$5,474 | 减仓 |
| MTZ | MASTEC INC COM | $9.46万 | 0.00% | 294 | -454 | -60.7% | -$14.61万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $9.50万 | 0.00% | 175 | 175 | — | $9.50万 | 新建仓 |
| PINS | PINTEREST INC CL A | $9.59万 | 0.00% | 5,229 | -3,333 | -38.9% | -$6.11万 | 减仓 |
| BOND | PIMCO ETF TR ACTIVE BD ETF | $9.65万 | 0.00% | 1,045 | -743 | -41.6% | -$6.86万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $9.67万 | 0.00% | 2,016 | -544,334 | -99.6% | -$2,611.18万 | 减仓 |
| — | PROSHARES TR SHRT 20 YR TRE | $9.69万 | 0.00% | 4,000 | 1,000 | 33.3% | $2.42万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $9.72万 | 0.00% | 2,822 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $9.77万 | 0.00% | 1,512 | -294 | -16.3% | -$1.90万 | 减仓 |
| SNDK | SANDISK CORP COM | $9.78万 | 0.00% | 154 | 54 | 54.0% | $3.43万 | 加仓 |
| UI | UBIQUITI INC COM | $9.90万 | 0.00% | 125 | 68 | 119.3% | $5.38万 | 加仓 |
| WAB | WABTEC COM | $9.99万 | 0.00% | 400 | 32 | 8.7% | $7,992 | 加仓 |
| NI | NISOURCE INC COM | $10.00万 | 0.00% | 2,143 | 633 | 41.9% | $2.95万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF | $10.04万 | 0.00% | 2,133 | 25 | 1.2% | $1,177 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TERM CORP | $10.06万 | 0.00% | 1,216 | 199 | 19.6% | $1.65万 | 加仓 |
| SRE | SEMPRA COM | $10.10万 | 0.00% | 1,039 | -411 | -28.3% | -$3.99万 | 减仓 |
| KEX | KIRBY CORP COM | $10.11万 | 0.00% | 761 | -1,018 | -57.2% | -$13.53万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $10.29万 | 0.00% | 909 | -102 | -10.1% | -$1.15万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $10.40万 | 0.00% | 1,075 | 1,060 | 7,066.7% | $10.25万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $10.65万 | 0.00% | 645 | 2 | 0.3% | $330 | 加仓 |
| GL | GLOBE LIFE INC COM | $10.72万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $10.72万 | 0.00% | 3,869 | -831 | -17.7% | -$2.30万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $10.72万 | 0.00% | 6,523 | 221 | 3.5% | $3,631 | 加仓 |
| COHR | COHERENT CORP COM | $10.98万 | 0.00% | 461 | 458 | 15,266.7% | $10.91万 | 加仓 |
| WELL | WELLTOWER INC COM | $11.00万 | 0.00% | 556 | -36 | -6.1% | -$7,122 | 减仓 |
| EEMA | ISHARES INC MSCI EM ASIA ETF | $11.17万 | 0.00% | 1,167 | -1,891 | -61.8% | -$18.10万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT | $11.17万 | 0.00% | 5,330 | 1,226 | 29.9% | $2.57万 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $11.21万 | 0.00% | 2,327 | -78 | -3.2% | -$3,758 | 减仓 |
| — | DIMENSIONAL ETF TRUST US SMALL CAP VAL | $11.21万 | 0.00% | 3,200 | 3,200 | — | $11.21万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $11.24万 | 0.00% | 1,150 | -2,036 | -63.9% | -$19.90万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $11.25万 | 0.00% | 554 | -241 | -30.3% | -$4.89万 | 减仓 |
| BIL | SPDR SERIES TRUST STATE STREET SPD | $11.26万 | 0.00% | 1,229 | 966 | 367.3% | $8.85万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC 500 VAL IDX FD | $11.35万 | 0.00% | 557 | 557 | — | $11.35万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $11.40万 | 0.00% | 817 | 149 | 22.3% | $2.08万 | 加仓 |
| ILMN | ILLUMINA INC COM | $11.46万 | 0.00% | 930 | -68 | -6.8% | -$8,382 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD | $11.52万 | 0.00% | 6,654 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $11.57万 | 0.00% | 4,234 | -512 | -10.8% | -$1.40万 | 减仓 |
| WAT | WATERS CORP COM | $11.64万 | 0.00% | 391 | 250 | 177.3% | $7.45万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $11.73万 | 0.00% | 1,792 | -515 | -22.3% | -$3.37万 | 减仓 |
| SPYD | SPDR SERIES TRUST STATE STREET SPD | $11.75万 | 0.00% | 2,581 | 2,581 | — | $11.75万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $11.85万 | 0.00% | 6,094 | 2,084 | 52.0% | $4.05万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF | $11.88万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $11.94万 | 0.00% | 1,312 | -182 | -12.2% | -$1.66万 | 减仓 |
| CWB | SPDR SERIES TRUST STATE STREET SPD | $12.11万 | 0.00% | 1,323 | -9 | -0.7% | -$824 | 减仓 |
| OEF | ISHARES TR S&P 100 ETF | $12.44万 | 0.00% | 391 | 111 | 39.6% | $3.53万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $12.66万 | 0.00% | 1,296 | 568 | 78.0% | $5.55万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBETA US LG | $12.77万 | 0.00% | 1,021 | 65 | 6.8% | $8,131 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT | $12.85万 | 0.00% | 1,691 | 2 | 0.1% | $152 | 加仓 |
| FN | FABRINET SHS | $12.88万 | 0.00% | 247 | 41 | 19.9% | $2.14万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I COM | $12.89万 | 0.00% | 1,102 | 997 | 949.5% | $11.67万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $12.99万 | 0.00% | 2,210 | -112 | -4.8% | -$6,584 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $13.04万 | 0.00% | 1,416 | -247 | -14.9% | -$2.27万 | 减仓 |
| VXF | VANGUARD INDEX FDS EXTEND MKT ETF | $13.13万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG COM | $13.22万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $13.27万 | 0.00% | 682 | -36 | -5.0% | -$7,004 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS | $13.33万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $13.34万 | 0.00% | 1,961 | -34 | -1.7% | -$2,313 | 减仓 |
| — | HOLOGIC INC COM | $13.45万 | 0.00% | 1,779 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM | $13.53万 | 0.00% | 933 | 2 | 0.2% | $290 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $13.77万 | 0.00% | 189 | 90 | 90.9% | $6.56万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $13.94万 | 0.00% | 12,600 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY EMKT DBT FD I COM | $14.04万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $14.09万 | 0.00% | 1,588 | 1,145 | 258.5% | $10.16万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $14.30万 | 0.00% | 2,151 | 608 | 39.4% | $4.04万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $14.41万 | 0.00% | 1,721 | 1,471 | 588.4% | $12.32万 | 加仓 |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | $14.66万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $14.90万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $14.91万 | 0.00% | 1,021 | -25 | -2.4% | -$3,652 | 减仓 |
| HAL | HALLIBURTON CO COM | $14.92万 | 0.00% | 3,827 | 752 | 24.5% | $2.93万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $14.94万 | 0.00% | 596 | 409 | 218.7% | $10.25万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $15.66万 | 0.00% | 1,044 | -84 | -7.4% | -$1.26万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $15.77万 | 0.00% | 3,156 | 2,209 | 233.3% | $11.04万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $15.79万 | 0.00% | 5,362 | -34,200 | -86.4% | -$100.72万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | $15.85万 | 0.00% | 3,131 | 2,375 | 314.2% | $12.02万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL | $16.00万 | 0.00% | 1,490 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST STATE STREET SPD | $16.02万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $16.32万 | 0.00% | 2,721 | -1,535 | -36.1% | -$9.21万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC MIDCP 400 IDX | $16.87万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $16.88万 | 0.00% | 3,332 | -2 | -0.1% | -$101 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING | $16.90万 | 0.00% | 1,545 | 567 | 58.0% | $6.20万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $17.03万 | 0.00% | 3,623 | -3,067 | -45.8% | -$14.41万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $17.03万 | 0.00% | 934 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $17.03万 | 0.00% | 2,913 | 687 | 30.9% | $4.02万 | 加仓 |
| ROKU | ROKU INC COM CL A | $17.05万 | 0.00% | 1,802 | 67 | 3.9% | $6,340 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $17.21万 | 0.00% | 835 | -15 | -1.8% | -$3,091 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $17.21万 | 0.00% | 844 | -60 | -6.6% | -$1.22万 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $17.38万 | 0.00% | 2,100 | -715 | -25.4% | -$5.92万 | 减仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $17.39万 | 0.00% | 249 | -15 | -5.7% | -$1.05万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $17.49万 | 0.00% | 632 | 74 | 13.3% | $2.05万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTAL INTL | $17.72万 | 0.00% | 3,621 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA CL | $17.95万 | 0.00% | 3,564 | -3,032 | -46.0% | -$15.27万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $18.14万 | 0.00% | 2,868 | 248 | 9.5% | $1.57万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $18.36万 | 0.00% | 878 | 15 | 1.7% | $3,137 | 加仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $18.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | $18.43万 | 0.00% | 1,883 | 3 | 0.2% | $294 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU COM NEW | $18.55万 | 0.00% | 12,866 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $18.59万 | 0.00% | 1,650 | 1 | 0.1% | $113 | 加仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $18.60万 | 0.00% | 1,568 | 380 | 32.0% | $4.51万 | 加仓 |
| CVNA | CARVANA CO CL A | $18.74万 | 0.00% | 596 | 224 | 60.2% | $7.04万 | 加仓 |