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 |
|---|---|---|---|---|---|---|---|---|
| CSL | CARLISLE COS INC COM | $18.82万 | 0.00% | 564 | 77 | 15.8% | $2.57万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $18.83万 | 0.00% | 4,052 | -209 | -4.9% | -$9,711 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $18.87万 | 0.00% | 361 | 230 | 175.6% | $12.02万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $19.00万 | 0.00% | 814 | 572 | 236.4% | $13.35万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST DIVID ETF RISI | $19.08万 | 0.00% | 3,244 | -177 | -5.2% | -$1.04万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $19.18万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR INTER MUN BD ACT | $19.36万 | 0.00% | 3,710 | 702 | 23.3% | $3.66万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $19.45万 | 0.00% | 1,904 | -165 | -8.0% | -$1.69万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $19.48万 | 0.00% | 3,835 | 157 | 4.3% | $7,976 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $19.71万 | 0.00% | 8,764 | -2,106 | -19.4% | -$4.74万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $19.74万 | 0.00% | 1,664 | 737 | 79.5% | $8.74万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $19.74万 | 0.00% | 2,239 | 42 | 1.9% | $3,703 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $19.94万 | 0.00% | 2,386 | -432 | -15.3% | -$3.61万 | 减仓 |
| ADSK | AUTODESK INC COM | $20.16万 | 0.00% | 842 | -441 | -34.4% | -$10.56万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III LNG/SHT EQUITY | $20.29万 | 0.00% | 2,884 | 1,414 | 96.2% | $9.95万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $20.31万 | 0.00% | 4,766 | 4,766 | — | $20.31万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $20.35万 | 0.00% | 9,545 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $20.39万 | 0.00% | 2,737 | 490 | 21.8% | $3.65万 | 加仓 |
| OGS | ONE GAS INC COM | $20.42万 | 0.00% | 2,371 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $20.43万 | 0.00% | 148 | -13 | -8.1% | -$1.79万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $20.57万 | 0.00% | 1,195 | -3 | -0.3% | -$516 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $20.72万 | 0.00% | 2,753 | 9 | 0.3% | $677 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST MSCI MATLS INDEX | $20.79万 | 0.00% | 3,606 | 3,606 | — | $20.79万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST ENHANCED LARGE | $20.95万 | 0.00% | 5,776 | 5,776 | — | $20.95万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $21.08万 | 0.00% | 300 | -200 | -40.0% | -$14.06万 | 减仓 |
| SR | SPIRE INC COM | $21.14万 | 0.00% | 2,335 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD EXTENDED DUR | $21.48万 | 0.00% | 3,307 | 125 | 3.9% | $8,118 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $21.54万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II S&P INTL QULTY | $21.58万 | 0.00% | 6,101 | 733 | 13.7% | $2.59万 | 加仓 |
| — | SPDR INDEX SHS FDS STATE STREET SPD | $21.99万 | 0.00% | 1,536 | 243 | 18.8% | $3.48万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $22.05万 | 0.00% | 4,874 | -898 | -15.6% | -$4.06万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $22.13万 | 0.00% | 556 | 156 | 39.0% | $6.21万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $22.34万 | 0.00% | 804 | 101 | 14.4% | $2.81万 | 加仓 |
| TLTW | ISHARES TR 20 YEAR TR BD | $22.95万 | 0.00% | 10,144 | 1,339 | 15.2% | $3.03万 | 加仓 |
| GRMN | GARMIN LTD SHS | $23.30万 | 0.00% | 1,004 | 66 | 7.0% | $1.53万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $23.55万 | 0.00% | 1,865 | 246 | 15.2% | $3.11万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $23.75万 | 0.00% | 2,051 | -186 | -8.3% | -$2.15万 | 减仓 |
| SNA | SNAP ON INC COM | $23.86万 | 0.00% | 657 | 4 | 0.6% | $1,453 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $24.23万 | 0.00% | 1,866 | -177 | -8.7% | -$2.30万 | 减仓 |
| BAX | BAXTER INTL INC COM | $24.33万 | 0.00% | 14,484 | 11,607 | 403.4% | $19.50万 | 加仓 |
| IAUM | ISHARES GOLD TR SHARES REPRESENT | $24.35万 | 0.00% | 5,215 | -410 | -7.3% | -$1.91万 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $24.37万 | 0.00% | 4,602 | 2 | 0.0% | $106 | 加仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $24.40万 | 0.00% | 948 | 181 | 23.6% | $4.66万 | 加仓 |
| MBB | ISHARES TR MBS ETF | $24.56万 | 0.00% | 2,586 | 601 | 30.3% | $5.71万 | 加仓 |
| ARKK | ARK ETF TR INNOVATION ETF | $24.63万 | 0.00% | 3,644 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR S&P MDCP 400 DIV | $24.67万 | 0.00% | 2,855 | 17 | 0.6% | $1,469 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $24.76万 | 0.00% | 570 | -972 | -63.0% | -$42.22万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST MSCI UTILS INDEX | $24.91万 | 0.00% | 4,216 | 2,188 | 107.9% | $12.93万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST MSCI HLTH CARE I | $24.97万 | 0.00% | 3,549 | 1,975 | 125.5% | $13.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS STATE STREET SPD | $25.31万 | 0.00% | 5,544 | 64 | 1.2% | $2,922 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $25.34万 | 0.00% | 9,700 | -267 | -2.7% | -$6,974 | 减仓 |
| SPHY | SPDR SERIES TRUST STATE STREET SPD | $25.49万 | 0.00% | 10,931 | 361 | 3.4% | $8,419 | 加仓 |
| MET | METLIFE INC COM | $25.65万 | 0.00% | 3,627 | 529 | 17.1% | $3.74万 | 加仓 |
| TREX | TREX INC COM | $25.72万 | 0.00% | 7,063 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $25.77万 | 0.00% | 953 | 126 | 15.2% | $3.41万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $25.77万 | 0.00% | 5,557 | 118 | 2.2% | $5,473 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $25.88万 | 0.00% | 927 | 429 | 86.1% | $11.97万 | 加仓 |
| PFLD | ETF SER SOLUTIONS AAM LW DUR PFD | $25.95万 | 0.00% | 13,401 | -5,328 | -28.4% | -$10.32万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $26.27万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $26.29万 | 0.00% | 4,756 | 696 | 17.1% | $3.85万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $26.33万 | 0.00% | 13,984 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST STATE STREET SPD | $26.47万 | 0.00% | 2,621 | -22 | -0.8% | -$2,222 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $26.48万 | 0.00% | 3,690 | -4,081 | -52.5% | -$29.29万 | 减仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $26.87万 | 0.00% | 2,465 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $27.01万 | 0.00% | 3,713 | -238 | -6.0% | -$1.73万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $27.05万 | 0.00% | 10,592 | -5,000 | -32.1% | -$12.77万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $27.13万 | 0.00% | 3,520 | -68 | -1.9% | -$5,241 | 减仓 |
| FTMH | PUTNAM ETF TRUST FRANKLIN MUNI HI | $27.62万 | 0.00% | 23,953 | 23,953 | — | $27.62万 | 新建仓 |
| EOG | EOG RES INC COM | $27.68万 | 0.00% | 1,915 | -3,693 | -65.9% | -$53.39万 | 减仓 |
| UTWO | RBB FD INC US TREASY 2 YR | $27.76万 | 0.00% | 5,750 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II PFD ETF | $28.00万 | 0.00% | 25,732 | -500 | -1.9% | -$5,440 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $28.24万 | 0.00% | 23,000 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $28.33万 | 0.00% | 19,500 | 11,150 | 133.5% | $16.20万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II NATL AMT MUNI | $28.43万 | 0.00% | 12,373 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR NATIONAL MUN ETF | $28.46万 | 0.00% | 2,681 | -52,678 | -95.2% | -$559.11万 | 减仓 |
| PAYX | PAYCHEX INC COM | $28.59万 | 0.00% | 3,103 | 69 | 2.3% | $6,357 | 加仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $28.80万 | 0.00% | 3,911 | 571 | 17.1% | $4.20万 | 加仓 |
| SUB | ISHARES TR SHRT NAT MUN ETF | $28.90万 | 0.00% | 2,714 | -1,758 | -39.3% | -$18.72万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $29.28万 | 0.00% | 3,557 | -40,134 | -91.9% | -$330.42万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $29.50万 | 0.00% | 7,851 | 492 | 6.7% | $1.85万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $29.69万 | 0.00% | 5,212 | -835 | -13.8% | -$4.76万 | 减仓 |
| IT | GARTNER INC COM | $29.77万 | 0.00% | 1,880 | 1,878 | 93,900.0% | $29.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR US SML CP VALU | $29.83万 | 0.00% | 2,700 | 88 | 3.4% | $9,721 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $29.96万 | 0.00% | 1,300 | 366 | 39.2% | $8.43万 | 加仓 |
| GDDY | GODADDY INC CL A | $30.04万 | 0.00% | 3,634 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $30.21万 | 0.00% | 3,750 | -412 | -9.9% | -$3.32万 | 减仓 |
| WSO | WATSCO INC COM | $30.23万 | 0.00% | 831 | 4 | 0.5% | $1,455 | 加仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $30.29万 | 0.00% | 2,556 | 242 | 10.5% | $2.87万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST INTL CORE EQT MK | $30.42万 | 0.00% | 7,807 | -5,132 | -39.7% | -$19.99万 | 减仓 |
| WRB | BERKLEY W R CORP COM | $30.59万 | 0.00% | 4,615 | 196 | 4.4% | $1.30万 | 加仓 |
| DXC | DXC TECHNOLOGY CO COM | $30.60万 | 0.00% | 24,346 | -1,045 | -4.1% | -$1.31万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV | $30.61万 | 0.00% | 14,292 | 3,582 | 33.4% | $7.67万 | 加仓 |
| PULS | PGIM ETF TR PGIM ULTRA SH BD | $31.04万 | 0.00% | 6,271 | 2,069 | 49.2% | $10.24万 | 加仓 |
| TER | TERADYNE INC COM | $31.28万 | 0.00% | 1,055 | 300 | 39.7% | $8.89万 | 加仓 |
| DOV | DOVER CORP COM | $31.32万 | 0.00% | 1,503 | -199 | -11.7% | -$4.15万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK | $31.90万 | 0.00% | 25,746 | 10,216 | 65.8% | $12.66万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP COM SHS | $32.21万 | 0.00% | 2,090 | -761 | -26.7% | -$11.73万 | 减仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD | $32.29万 | 0.00% | 12,795 | -268 | -2.1% | -$6,763 | 减仓 |
| PHM | PULTE GROUP INC COM | $32.69万 | 0.00% | 2,779 | 201 | 7.8% | $2.36万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $33.20万 | 0.00% | 4,460 | -403 | -8.3% | -$3.00万 | 减仓 |