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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC COM | $1,797.16万 | 0.18% | 81,382 | 4,135 | 5.4% | $91.31万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1,797.24万 | 0.18% | 24 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $1,806.30万 | 0.18% | 97,749 | 3,117 | 3.3% | $57.60万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1,811.37万 | 0.18% | 97,838 | -1,455 | -1.5% | -$26.94万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $1,828.77万 | 0.18% | 178,958 | 9,311 | 5.5% | $95.15万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,843.44万 | 0.18% | 256,211 | 9,465 | 3.8% | $68.10万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,865.13万 | 0.18% | 73,286 | -398 | -0.5% | -$10.13万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1,882.00万 | 0.19% | 40,991 | -615 | -1.5% | -$28.24万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $1,926.84万 | 0.19% | 51,994 | 1,079 | 2.1% | $39.99万 | 加仓 |
| IJK | ISHARES TR S&P MC 400GR ETF | $1,932.26万 | 0.19% | 164,447 | -626 | -0.4% | -$7.36万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $1,949.10万 | 0.19% | 14,100 | 345 | 2.5% | $47.69万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $1,953.76万 | 0.19% | 75,041 | 145 | 0.2% | $3.78万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,964.07万 | 0.19% | 9,873 | 557 | 6.0% | $110.81万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1,980.22万 | 0.20% | 208,598 | 12,829 | 6.6% | $121.79万 | 加仓 |
| PLD | PROLOGIS INC. COM | $2,020.99万 | 0.20% | 149,184 | 16,207 | 12.2% | $219.56万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN COM | $2,030.67万 | 0.20% | 90,675 | 1,969 | 2.2% | $44.10万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2,068.55万 | 0.20% | 282,011 | 12,717 | 4.7% | $93.28万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $2,072.88万 | 0.20% | 91,292 | 2 | 0.0% | $454 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2,089.51万 | 0.21% | 41,677 | -480 | -1.1% | -$24.07万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $2,090.81万 | 0.21% | 267,264 | 2,635 | 1.0% | $20.61万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $2,184.41万 | 0.22% | 210,120 | -8,024 | -3.7% | -$83.42万 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $2,214.77万 | 0.22% | 323,749 | 42,208 | 15.0% | $288.74万 | 加仓 |
| TJX | TJX COS INC NEW COM | $2,255.84万 | 0.22% | 148,900 | 95 | 0.1% | $1.44万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $2,271.63万 | 0.22% | 71,365 | 3,616 | 5.3% | $115.10万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $2,277.84万 | 0.22% | 119,584 | -8,220 | -6.4% | -$156.57万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $2,316.58万 | 0.23% | 73,580 | 5,124 | 7.5% | $161.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2,413.20万 | 0.24% | 569,958 | 27,382 | 5.0% | $115.94万 | 加仓 |
| VV | VANGUARD INDEX FDS LARGE CAP ETF | $2,438.56万 | 0.24% | 70,907 | 2,970 | 4.4% | $102.14万 | 加仓 |
| CB | CHUBB LIMITED COM | $2,452.97万 | 0.24% | 71,990 | -6,223 | -8.0% | -$212.04万 | 减仓 |
| AMGN | AMGEN INC COM | $2,517.50万 | 0.25% | 69,521 | -2,662 | -3.7% | -$96.40万 | 减仓 |
| EVRG | EVERGY INC COM | $2,531.92万 | 0.25% | 292,945 | 7,792 | 2.7% | $67.35万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,537.71万 | 0.25% | 73,702 | -3,260 | -4.2% | -$112.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,567.76万 | 0.25% | 91,311 | 3,464 | 3.9% | $97.41万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $2,610.44万 | 0.26% | 189,809 | -75 | -0.0% | -$1.03万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,611.97万 | 0.26% | 76,593 | 2,836 | 3.8% | $96.71万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2,620.97万 | 0.26% | 114,169 | 3,783 | 3.4% | $86.85万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,688.26万 | 0.27% | 141,689 | 9,086 | 6.9% | $172.39万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,717.68万 | 0.27% | 100,539 | 2,552 | 2.6% | $68.98万 | 加仓 |
| DIS | DISNEY WALT CO COM | $2,730.51万 | 0.27% | 283,690 | 13,651 | 5.1% | $131.39万 | 加仓 |
| BA | BOEING CO COM | $2,741.84万 | 0.27% | 126,662 | 15,705 | 14.2% | $339.96万 | 加仓 |
| LOW | LOWES COS INC COM | $2,743.24万 | 0.27% | 124,416 | -476 | -0.4% | -$10.50万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,782.68万 | 0.27% | 163,803 | -2,539 | -1.5% | -$43.13万 | 减仓 |
| MCO | MOODYS CORP COM | $2,795.30万 | 0.28% | 61,717 | -432 | -0.7% | -$19.57万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $2,822.45万 | 0.28% | 71,064 | 4,089 | 6.1% | $162.40万 | 加仓 |
| NOW | SERVICENOW INC COM | $2,885.41万 | 0.28% | 290,633 | -2,211 | -0.8% | -$21.95万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2,935.83万 | 0.29% | 88,932 | 691 | 0.8% | $22.81万 | 加仓 |
| NFLX | NETFLIX INC. COM | $2,951.10万 | 0.29% | 413,320 | -6,867 | -1.6% | -$49.03万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $3,062.62万 | 0.30% | 171,826 | -3,724 | -2.1% | -$66.38万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET | $3,078.92万 | 0.30% | 169,965 | -8,733 | -4.9% | -$158.20万 | 减仓 |
| UNP | UNION PAC CORP COM | $3,121.72万 | 0.31% | 114,769 | 3,188 | 2.9% | $86.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $3,212.75万 | 0.32% | 412,366 | -43 | -0.0% | -$3,350 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3,297.71万 | 0.33% | 358,096 | -8,020 | -2.2% | -$73.86万 | 减仓 |
| TSLA | TESLA INC COM | $3,453.92万 | 0.34% | 82,119 | 6,504 | 8.6% | $273.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $3,497.76万 | 0.34% | 50,928 | -588 | -1.1% | -$40.38万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3,506.53万 | 0.35% | 88,175 | 1,422 | 1.6% | $56.55万 | 加仓 |
| C | CITIGROUP INC COM NEW | $3,606.20万 | 0.36% | 257,659 | 8,074 | 3.2% | $113.00万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3,743.23万 | 0.37% | 273,608 | 8,039 | 3.0% | $109.98万 | 加仓 |
| GEV | GE VERNOVA INC COM | $3,840.86万 | 0.38% | 32,692 | -192 | -0.6% | -$22.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $3,971.68万 | 0.39% | 270,846 | 196 | 0.1% | $2.87万 | 加仓 |
| MRK | MERCK & CO INC COM | $3,978.69万 | 0.39% | 309,626 | 8,684 | 2.9% | $111.59万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $4,240.73万 | 0.42% | 113,470 | 3,189 | 2.9% | $119.18万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $4,242.57万 | 0.42% | 58,680 | 1,484 | 2.6% | $107.29万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $4,250.39万 | 0.42% | 163,201 | -2,301 | -1.4% | -$59.93万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $4,368.00万 | 0.43% | 380,289 | -935 | -0.2% | -$10.74万 | 减仓 |
| ORCL | ORACLE CORP COM | $4,445.75万 | 0.44% | 303,361 | -2,956 | -1.0% | -$43.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $4,507.20万 | 0.44% | 1,421,380 | -165,748 | -10.4% | -$525.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $4,611.94万 | 0.45% | 110,963 | 28,436 | 34.5% | $1,181.88万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4,635.69万 | 0.46% | 137,049 | 1,010 | 0.7% | $34.16万 | 加仓 |
| CMI | CUMMINS INC COM | $4,690.10万 | 0.46% | 65,761 | -640 | -1.0% | -$45.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $4,871.53万 | 0.48% | 269,279 | -925 | -0.3% | -$16.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $4,900.48万 | 0.48% | 113,089 | -5,386 | -4.5% | -$233.39万 | 减仓 |
| KO | COCA COLA CO COM | $4,933.77万 | 0.49% | 607,084 | -3,027 | -0.5% | -$24.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $4,973.80万 | 0.49% | 833,272 | 107,284 | 14.8% | $640.38万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $5,156.14万 | 0.51% | 172,984 | 26,830 | 18.4% | $799.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5,442.92万 | 0.54% | 93,696 | 3,955 | 4.4% | $229.75万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $5,726.86万 | 0.56% | 1,005,065 | -21,511 | -2.1% | -$122.57万 | 减仓 |
| WMT | WALMART INC COM | $5,788.62万 | 0.57% | 511,092 | -7,934 | -1.5% | -$89.86万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $5,829.19万 | 0.57% | 588,927 | 30,076 | 5.4% | $297.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT | $6,022.47万 | 0.59% | 1,222,092 | 1,075,028 | 731.0% | $5,297.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6,190.55万 | 0.61% | 123,714 | -5,832 | -4.5% | -$291.83万 | 减仓 |
| HD | HOME DEPOT INC COM | $6,219.21万 | 0.61% | 176,342 | -3,317 | -1.8% | -$116.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $6,258.07万 | 0.62% | 747,233 | 25,273 | 3.5% | $211.66万 | 加仓 |
| ETN | EATON CORP PLC SHS | $6,667.19万 | 0.66% | 156,463 | 291 | 0.2% | $12.40万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $6,859.90万 | 0.68% | 413,845 | 1,428 | 0.3% | $23.67万 | 加仓 |
| — | EXXON MOBIL CORP COM | $7,066.47万 | 0.70% | 516,857 | 14,114 | 2.8% | $192.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $7,830.84万 | 0.77% | 308,337 | -815 | -0.3% | -$20.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $7,981.27万 | 0.79% | 155,399 | -3,144 | -2.0% | -$161.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $8,168.08万 | 0.81% | 87,315 | -1,133 | -1.3% | -$105.99万 | 减仓 |
| CSCO | CISCO SYS INC COM | $8,337.43万 | 0.82% | 709,810 | 24,783 | 3.6% | $291.10万 | 加仓 |
| ABBV | ABBVIE INC COM | $8,602.34万 | 0.85% | 341,851 | -16,477 | -4.6% | -$414.63万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.02亿 | 1.00% | 337,368 | 20,718 | 6.5% | $625.08万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $1.07亿 | 1.06% | 442,652 | 7,574 | 1.7% | $183.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.12亿 | 1.11% | 343,499 | 2,107 | 0.6% | $68.97万 | 加仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $1.14亿 | 1.12% | 768,428 | -56,918 | -6.9% | -$840.85万 | 减仓 |
| META | META PLATFORMS INC CL A | $1.16亿 | 1.14% | 205,270 | -2,203 | -1.1% | -$124.09万 | 减仓 |
| V | VISA INC COM CL A | $1.18亿 | 1.16% | 344,057 | -4,631 | -1.3% | -$158.88万 | 减仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E WINSLOW LAR CAP | $1.19亿 | 1.18% | 2,109,171 | -40,887 | -1.9% | -$231.38万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1.21亿 | 1.20% | 101,158 | -2,692 | -2.6% | -$322.89万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.34亿 | 1.32% | 1,657,960 | -109,996 | -6.2% | -$886.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.41亿 | 1.39% | 188,706 | 7,985 | 4.4% | $596.30万 | 加仓 |