Cullen/Frost Bankers, Inc.
San Antonio TX · SEC CIK 0000039263
$101.44亿2026Q2 申报市值
1,387持仓数
31.5%前十大占比 · 第一大 5.4%
96 / 128新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EMXC 加仓+$5,542.54万
CGDV 加仓+$5,297.74万
PVAL 加仓+$4,515.08万
VUG 加仓+$2,092.00万
MU 加仓+$1,226.83万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$1,443.79万
IWP 减仓-$1,255.96万
HON 减仓-$1,186.18万
BSX 减仓-$1,103.11万
VO 减仓-$886.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR PGIM ULTRA SH BD | $30.04万 | 0.00% | 6,063 | -208 | -3.3% | -$1.03万 | 减仓 |
| GDDY | GODADDY INC CL A | $30.13万 | 0.00% | 3,550 | -84 | -2.3% | -$7,130 | 减仓 |
| BAX | BAXTER INTL INC COM | $30.22万 | 0.00% | 14,173 | -311 | -2.1% | -$6,631 | 减仓 |
| SPYV | SPDR SERIES TRUST ST STR P500VAL | $30.55万 | 0.00% | 5,026 | -8,387 | -62.5% | -$50.98万 | 减仓 |
| PAYX | PAYCHEX INC COM | $31.12万 | 0.00% | 3,165 | 62 | 2.0% | $6,096 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II S&P INTL MOMNT | $31.22万 | 0.00% | 5,178 | 5,178 | — | $31.22万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $31.24万 | 0.00% | 5,196 | -16 | -0.3% | -$962 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $32.06万 | 0.00% | 3,325 | 1,737 | 109.4% | $16.75万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $32.11万 | 0.00% | 7,462 | -193,951 | -96.3% | -$834.57万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST INTL CORE EQT MK | $32.20万 | 0.00% | 7,807 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR IBOXX INV CP ETF | $32.32万 | 0.00% | 2,963 | 498 | 20.2% | $5.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $32.51万 | 0.00% | 332 | -41 | -11.0% | -$4.02万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $32.58万 | 0.00% | 2,413 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $33.00万 | 0.00% | 3,900 | 273 | 7.5% | $2.31万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $33.29万 | 0.00% | 4,720 | 105 | 2.3% | $7,405 | 加仓 |
| GIS | GENERAL MILLS INC COM | $33.62万 | 0.00% | 9,662 | -415 | -4.1% | -$1.44万 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $33.70万 | 0.00% | 23,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $33.70万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| PFLD | ETF SER SOLUTIONS AAM LW DUR PFD | $33.75万 | 0.00% | 17,263 | 3,862 | 28.8% | $7.55万 | 加仓 |
| PPL | PPL CORP COM | $34.12万 | 0.00% | 9,386 | 109 | 1.2% | $3,962 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $34.19万 | 0.00% | 4,254 | -206 | -4.6% | -$1.66万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR US SML CP VALU | $34.62万 | 0.00% | 2,775 | 75 | 2.8% | $9,357 | 加仓 |
| SNDK | SANDISK CORP COM | $35.02万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR ALERIAN MLP | $35.04万 | 0.00% | 6,758 | 3 | 0.0% | $156 | 加仓 |
| TREX | TREX INC COM | $35.32万 | 0.00% | 7,058 | -5 | -0.1% | -$250 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST MSCI UTILS INDEX | $35.70万 | 0.00% | 6,112 | 1,896 | 45.0% | $11.08万 | 加仓 |
| CTVA | CORTEVA INC COM | $35.86万 | 0.00% | 4,234 | 175 | 4.3% | $1.48万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP COM SHS | $36.12万 | 0.00% | 1,864 | -226 | -10.8% | -$4.38万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY | $36.66万 | 0.00% | 3,248 | -2,662 | -45.0% | -$30.05万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $36.70万 | 0.00% | 5,262 | 496 | 10.4% | $3.46万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $37.15万 | 0.00% | 7,635 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $38.08万 | 0.00% | 9,216 | -3,307 | -26.4% | -$13.66万 | 减仓 |
| EWZ | ISHARES INC MSCI BRAZIL ETF | $38.30万 | 0.00% | 11,100 | 0 | 0.0% | — | 不变 |
| FTMH | PUTNAM ETF TRUST FRAN MU HI YI ET | $38.42万 | 0.00% | 32,336 | 8,383 | 35.0% | $9.96万 | 加仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $38.50万 | 0.00% | 12,628 | 10 | 0.1% | $305 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $38.58万 | 0.00% | 961 | -450 | -31.9% | -$18.06万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN COM | $38.63万 | 0.00% | 8,197 | -125 | -1.5% | -$5,891 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $38.64万 | 0.00% | 1,437 | 137 | 10.5% | $3.68万 | 加仓 |
| NVR | NVR INC COM | $39.52万 | 0.00% | 58 | 2 | 3.6% | $1.36万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $39.63万 | 0.00% | 919 | 398 | 76.4% | $17.16万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $39.72万 | 0.00% | 4,947 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $39.84万 | 0.00% | 2,904 | 125 | 4.5% | $1.71万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR ST STR STAPL ETF | $40.14万 | 0.00% | 4,832 | -8,126 | -62.7% | -$67.50万 | 减仓 |
| WSO | WATSCO INC COM | $40.26万 | 0.00% | 966 | 135 | 16.2% | $5.63万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $40.76万 | 0.00% | 14,716 | 88 | 0.6% | $2,438 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST MSCI HLTH CARE I | $41.16万 | 0.00% | 5,328 | 1,779 | 50.1% | $13.74万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $41.16万 | 0.00% | 70,000 | -30,000 | -30.0% | -$17.64万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $41.34万 | 0.00% | 3,675 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR RUS 1000 ETF | $41.55万 | 0.00% | 1,015 | 1 | 0.1% | $409 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $41.77万 | 0.00% | 1,113 | 309 | 38.4% | $11.60万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD | $42.64万 | 0.00% | 16,703 | 3,908 | 30.5% | $9.98万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $42.91万 | 0.00% | 8,344 | 493 | 6.3% | $2.54万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $43.44万 | 0.00% | 2,870 | -175 | -5.7% | -$2.65万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $43.76万 | 0.00% | 4,517 | -45,746 | -91.0% | -$443.20万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK | $44.49万 | 0.00% | 42,987 | 17,241 | 67.0% | $17.84万 | 加仓 |
| IYT | ISHARES TR US TRSPRTION | $45.05万 | 0.00% | 5,193 | 5,193 | — | $45.05万 | 新建仓 |
| SDY | SPDR SERIES TRUST ST STR SP DIV | $45.59万 | 0.00% | 2,996 | -203 | -6.3% | -$3.09万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $45.84万 | 0.00% | 7,772 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR EXPND TEC SC ETF | $45.94万 | 0.00% | 2,808 | 252 | 9.9% | $4.12万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST SML MID MLTFCT | $46.85万 | 0.00% | 8,864 | -37 | -0.4% | -$1,956 | 减仓 |
| SEIC | SEI INVTS CO COM | $46.93万 | 0.00% | 5,351 | 315 | 6.3% | $2.76万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $47.35万 | 0.00% | 6,369 | -109 | -1.7% | -$8,103 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $47.53万 | 0.00% | 19,852 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $48.40万 | 0.00% | 7,170 | -25 | -0.3% | -$1,688 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $48.41万 | 0.00% | 1,598 | 25 | 1.6% | $7,574 | 加仓 |
| TER | TERADYNE INC COM | $48.87万 | 0.00% | 1,010 | -45 | -4.3% | -$2.18万 | 减仓 |
| MGC | VANGUARD WORLD FD MEGA CAP INDEX | $49.25万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $49.26万 | 0.00% | 26,582 | -649 | -2.4% | -$1.20万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $49.54万 | 0.00% | 2,325 | -142 | -5.8% | -$3.03万 | 减仓 |
| LII | LENNOX INTL INC COM | $49.65万 | 0.00% | 867 | -5 | -0.6% | -$2,863 | 减仓 |
| ALC | ALCON AG ORD SHS | $49.73万 | 0.00% | 7,411 | 50 | 0.7% | $3,355 | 加仓 |
| CSX | CSX CORP COM | $50.55万 | 0.00% | 10,635 | 917 | 9.4% | $4.36万 | 加仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $50.63万 | 0.00% | 9,661 | 661 | 7.3% | $3.46万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST ENHANCED LARGE | $50.83万 | 0.01% | 11,618 | 12 | 0.1% | $525 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $51.47万 | 0.01% | 806 | -147 | -15.4% | -$9.39万 | 减仓 |
| DXCM | DEXCOM INC COM | $51.48万 | 0.01% | 7,644 | 66 | 0.9% | $4,445 | 加仓 |
| WDAY | WORKDAY INC CL A | $51.50万 | 0.01% | 4,207 | -501 | -10.6% | -$6.13万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $51.81万 | 0.01% | 3,108 | -42 | -1.3% | -$7,002 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $51.93万 | 0.01% | 1,020 | 11 | 1.1% | $5,600 | 加仓 |
| NTNX | NUTANIX INC CL A | $52.15万 | 0.01% | 10,234 | 75 | 0.7% | $3,822 | 加仓 |
| — | FIDELITY COVINGTON TRUST BLUE CHIP VALUE | $52.72万 | 0.01% | 13,240 | -127 | -1.0% | -$5,057 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | $52.76万 | 0.01% | 9,066 | -1,866 | -17.1% | -$10.86万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $54.26万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR ISHARES | $54.99万 | 0.01% | 10,285 | 40 | 0.4% | $2,139 | 加仓 |
| HSY | HERSHEY CO COM | $55.38万 | 0.01% | 3,156 | -25 | -0.8% | -$4,387 | 减仓 |
| CUBE | CUBESMART COM | $55.40万 | 0.01% | 13,929 | -519 | -3.6% | -$2.06万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $56.17万 | 0.01% | 27,574 | -11,818 | -30.0% | -$24.07万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I COMMON STOCK | $56.25万 | 0.01% | 8,787 | 44 | 0.5% | $2,816 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD SHS | $56.33万 | 0.01% | 1,683 | 129 | 8.3% | $4.32万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $57.02万 | 0.01% | 3,471 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS US INFR DEV ETF | $57.59万 | 0.01% | 9,775 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO CL A | $57.77万 | 0.01% | 14,916 | -620 | -4.0% | -$2.40万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR ST STR BL LN ETF | $58.26万 | 0.01% | 14,461 | -2,211 | -13.3% | -$8.91万 | 减仓 |
| DVA | DAVITA INC COM | $58.96万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR 10 YR INVST GRD | $59.73万 | 0.01% | 11,936 | 4,106 | 52.4% | $20.55万 | 加仓 |
| AEE | AMEREN CORP COM | $59.89万 | 0.01% | 5,298 | 15 | 0.3% | $1,696 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T SHORT DURATION | $61.79万 | 0.01% | 24,016 | 3,748 | 18.5% | $9.64万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $62.12万 | 0.01% | 21,450 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR US TREAS BD ETF | $62.44万 | 0.01% | 27,410 | 9,093 | 49.6% | $20.71万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $62.46万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |