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 |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP COM | $757.00万 | 0.09% | 63,759 | 8,480 | 15.3% | $100.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $783.99万 | 0.09% | 53,595 | 49,553 | 1,226.0% | $724.86万 | 加仓 |
| MDLN | MEDLINE INC COM CL A | $839.28万 | 0.10% | 188,603 | 188,105 | 37,772.1% | $837.07万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $840.31万 | 0.10% | 19,529 | 395 | 2.1% | $17.00万 | 加仓 |
| NUE | NUCOR CORP COM | $856.13万 | 0.10% | 50,629 | 1,220 | 2.5% | $20.63万 | 加仓 |
| KVUE | KENVUE INC COM | $858.20万 | 0.10% | 497,796 | 66,402 | 15.4% | $114.48万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE SHS ETF | $878.04万 | 0.10% | 244,580 | 26,820 | 12.3% | $96.28万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $884.14万 | 0.10% | 74,896 | 5,458 | 7.9% | $64.43万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED SHS | $894.08万 | 0.10% | 259,833 | 5,257 | 2.1% | $18.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $896.01万 | 0.10% | 10,591 | 1,271 | 13.6% | $107.53万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $900.32万 | 0.10% | 15,599 | 1,053 | 7.2% | $60.78万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $906.78万 | 0.10% | 45,730 | 12,700 | 38.4% | $251.83万 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $908.81万 | 0.10% | 55,578 | 55,322 | 21,610.2% | $904.63万 | 加仓 |
| NDAQ | NASDAQ INC COM | $913.38万 | 0.10% | 107,595 | -592 | -0.5% | -$5.03万 | 减仓 |
| WPC | WP CAREY INC COM | $935.59万 | 0.11% | 137,667 | 5,185 | 3.9% | $35.24万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $938.95万 | 0.11% | 8,102 | 1,505 | 22.8% | $174.42万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $950.20万 | 0.11% | 52,086 | 40,498 | 349.5% | $738.80万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $957.32万 | 0.11% | 90,527 | -1,463 | -1.6% | -$15.47万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $960.41万 | 0.11% | 106,088 | -24,997 | -19.1% | -$226.30万 | 减仓 |
| BALL | BALL CORP COM | $986.78万 | 0.11% | 166,940 | 63,153 | 60.8% | $373.30万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY SHS | $1,003.78万 | 0.11% | 329,108 | 43,295 | 15.1% | $132.05万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1,027.31万 | 0.12% | 141,777 | -2,144 | -1.5% | -$15.54万 | 减仓 |
| INTU | INTUIT COM | $1,040.74万 | 0.12% | 24,070 | 567 | 2.4% | $24.52万 | 加仓 |
| SCZ | ISHARES TR EAFE SML CP ETF | $1,062.31万 | 0.12% | 135,482 | -12,340 | -8.3% | -$96.76万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $1,070.09万 | 0.12% | 247,935 | 5,201 | 2.1% | $22.45万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $1,102.23万 | 0.13% | 220,932 | -151,147 | -40.6% | -$754.07万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1,106.08万 | 0.13% | 95,864 | -14,999 | -13.5% | -$173.06万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1,111.29万 | 0.13% | 183,230 | 24,001 | 15.1% | $145.57万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,111.30万 | 0.13% | 73,684 | 7,980 | 12.1% | $120.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,124.02万 | 0.13% | 391,508 | 27,255 | 7.5% | $78.25万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1,130.17万 | 0.13% | 53,335 | 634 | 1.2% | $13.43万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE | $1,140.25万 | 0.13% | 163,570 | 6,416 | 4.1% | $44.73万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $1,146.32万 | 0.13% | 66,422 | 3,818 | 6.1% | $65.89万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $1,172.49万 | 0.13% | 319,046 | 151,624 | 90.6% | $557.22万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,180.71万 | 0.13% | 34,401 | 3,535 | 11.5% | $121.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,182.47万 | 0.13% | 73,757 | 8,024 | 12.2% | $128.64万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $1,186.91万 | 0.13% | 175,761 | -5,547 | -3.1% | -$37.46万 | 减仓 |
| AZO | AUTOZONE INC COM | $1,195.96万 | 0.14% | 3,541 | -30 | -0.8% | -$10.13万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1,196.60万 | 0.14% | 43,484 | 2,529 | 6.2% | $69.59万 | 加仓 |
| EQT | EQT CORP COM | $1,199.66万 | 0.14% | 188,508 | 2,156 | 1.2% | $13.72万 | 加仓 |
| QCOM | QUALCOMM INC COM | $1,218.67万 | 0.14% | 94,632 | -75,998 | -44.5% | -$978.70万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,230.42万 | 0.14% | 9,316 | 352 | 3.9% | $46.49万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $1,232.77万 | 0.14% | 85,734 | 1,511 | 1.8% | $21.73万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $1,239.64万 | 0.14% | 164,606 | 6,006 | 3.8% | $45.23万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,240.58万 | 0.14% | 29,769 | 606 | 2.1% | $25.25万 | 加仓 |
| KRE | SPDR SERIES TRUST STATE STREET SPD | $1,240.67万 | 0.14% | 190,433 | 24,559 | 14.8% | $160.00万 | 加仓 |
| CRM | SALESFORCE INC COM | $1,315.01万 | 0.15% | 70,446 | 5,698 | 8.8% | $106.36万 | 加仓 |
| VBK | VANGUARD INDEX FDS SML CP GRW ETF | $1,343.22万 | 0.15% | 44,441 | -3,479 | -7.3% | -$105.15万 | 减仓 |
| KKR | KKR & CO INC COM | $1,346.52万 | 0.15% | 145,569 | -7,261 | -4.8% | -$67.16万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $1,361.55万 | 0.15% | 179,957 | 3,735 | 2.1% | $28.26万 | 加仓 |
| PEP | PEPSICO INC COM | $1,371.54万 | 0.16% | 88,321 | 1,066 | 1.2% | $16.55万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $1,376.71万 | 0.16% | 108,164 | 3,757 | 3.6% | $47.82万 | 加仓 |
| NEM | NEWMONT CORP COM | $1,403.23万 | 0.16% | 129,629 | 90 | 0.1% | $9,742 | 加仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $1,460.75万 | 0.17% | 183,603 | -236,523 | -56.3% | -$1,881.78万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1,463.33万 | 0.17% | 198,014 | 38,198 | 23.9% | $282.28万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,464.81万 | 0.17% | 203,643 | -13,393 | -6.2% | -$96.34万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1,478.65万 | 0.17% | 461,934 | -31,185 | -6.3% | -$99.82万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $1,497.72万 | 0.17% | 71,310 | -17,731 | -19.9% | -$372.40万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $1,503.89万 | 0.17% | 13,755 | 441 | 3.3% | $48.22万 | 加仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $1,506.07万 | 0.17% | 69,324 | -4,039 | -5.5% | -$87.75万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1,516.40万 | 0.17% | 269,294 | 63,580 | 30.9% | $358.02万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $1,519.87万 | 0.17% | 169,647 | 26,943 | 18.9% | $241.38万 | 加仓 |
| FAST | FASTENAL CO COM | $1,533.71万 | 0.17% | 330,542 | 4,415 | 1.4% | $20.49万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1,562.37万 | 0.18% | 99,293 | 2,655 | 2.7% | $41.78万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $1,569.65万 | 0.18% | 81,786 | 40,255 | 96.9% | $772.58万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD ADDED | $1,572.04万 | 0.18% | 79,710 | 79,710 | — | $1,572.04万 | 新建仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1,598.87万 | 0.18% | 281,541 | 13,799 | 5.2% | $78.36万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,628.28万 | 0.18% | 246,746 | 3,538 | 1.5% | $23.35万 | 加仓 |
| AON | AON PLC SHS CL A | $1,639.12万 | 0.19% | 50,781 | 558 | 1.1% | $18.01万 | 加仓 |
| BX | BLACKSTONE INC COM | $1,639.88万 | 0.19% | 142,611 | 547 | 0.4% | $6.29万 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $1,659.38万 | 0.19% | 109,595 | -11,044 | -9.2% | -$167.22万 | 减仓 |
| IJK | ISHARES TR S&P MC 400GR ETF | $1,660.97万 | 0.19% | 165,073 | -3,410 | -2.0% | -$34.31万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $1,665.29万 | 0.19% | 50,915 | 1,471 | 3.0% | $48.11万 | 加仓 |
| LIN | LINDE PLC SHS | $1,667.61万 | 0.19% | 33,638 | 3,385 | 11.2% | $167.81万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1,695.66万 | 0.19% | 165,156 | -12,401 | -7.0% | -$127.32万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1,723.54万 | 0.20% | 24 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,737.55万 | 0.20% | 87,848 | -19,234 | -18.0% | -$380.43万 | 减仓 |
| PLD | PROLOGIS INC. COM | $1,757.69万 | 0.20% | 132,977 | 31,245 | 30.7% | $413.00万 | 加仓 |
| T | AT&T INC COM | $1,764.86万 | 0.20% | 608,782 | 12,348 | 2.1% | $35.80万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN COM | $1,802.33万 | 0.20% | 88,706 | 1,000 | 1.1% | $20.32万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1,805.29万 | 0.21% | 38,148 | -306 | -0.8% | -$14.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,825.61万 | 0.21% | 89,741 | 940 | 1.1% | $19.12万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1,826.33万 | 0.21% | 195,769 | 9,666 | 5.2% | $90.17万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1,835.18万 | 0.21% | 67,749 | 27,842 | 69.8% | $754.18万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $1,927.58万 | 0.22% | 91,290 | -178 | -0.2% | -$3.76万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1,954.90万 | 0.22% | 57,196 | 10,616 | 22.8% | $362.84万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $2,017.50万 | 0.23% | 41,606 | 80 | 0.2% | $3.88万 | 加仓 |
| VV | VANGUARD INDEX FDS LARGE CAP ETF | $2,030.29万 | 0.23% | 67,937 | -579 | -0.8% | -$17.30万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2,037.12万 | 0.23% | 59,021 | -3,388 | -5.4% | -$116.94万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,042.35万 | 0.23% | 166,342 | -623 | -0.4% | -$7.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2,072.16万 | 0.24% | 42,157 | 3,842 | 10.0% | $188.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,129.33万 | 0.24% | 87,847 | 709 | 0.8% | $17.19万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2,130.73万 | 0.24% | 66,975 | 2,848 | 4.4% | $90.61万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,131.37万 | 0.24% | 339,661 | -13,005 | -3.7% | -$81.61万 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $2,147.78万 | 0.24% | 189,884 | 901 | 0.5% | $10.19万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN COM | $2,169.07万 | 0.25% | 137,911 | 4,855 | 3.6% | $76.36万 | 加仓 |
| BA | BOEING CO COM | $2,208.38万 | 0.25% | 110,957 | 88,370 | 391.2% | $1,758.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2,233.09万 | 0.25% | 82,527 | 9,013 | 12.3% | $243.88万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2,249.38万 | 0.26% | 68,456 | 1,630 | 2.4% | $53.56万 | 加仓 |
| CME | CME GROUP INC COM | $2,281.48万 | 0.26% | 77,247 | 2,202 | 2.9% | $65.04万 | 加仓 |