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 |
|---|---|---|---|---|---|---|---|---|
| — | TWO HARBORS INVENTMENT CORPO COM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| JLL | JONES LANG LASALLE INC COM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| OSK | OSHKOSH CORP COM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BMI | BADGER METER INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| IIIN | INSTEEL INDS INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| HSTM | HEALTHSTREAM INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| DRS | LEONARDO DRS INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| EVTC | EVERTEC INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| PRIM | PRIMORIS SVCS CORP COM | $2 | 0.00% | 0 | -381 | -100.0% | -$5.45万 | 清仓 |
| NIC | NICOLET BANKSHARES INC COM | $2 | 0.00% | 0 | -169 | -100.0% | -$2.52万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $2 | 0.00% | 0 | -11 | -100.0% | -$497 | 清仓 |
| MATX | MATSON INC COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| MUSA | MURPHY USA INC COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $3 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $4 | 0.00% | 1 | -3,062 | -100.0% | -$1.22万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $4 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| VC | VISTEON CORP COM NEW | $4 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| MZTI | MARZETTI COMPANY COM | $5 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| HOMB | HOME BANCSHARES INC COM | $7 | 0.00% | 0 | -1,417 | -100.0% | -$3.82万 | 清仓 |
| USPH | U S PHYSICAL THERAPY COM | $7 | 0.00% | 0 | -3 | -100.0% | -$254 | 清仓 |
| — | MUSTANG BIO INC COM | $9 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $10 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| MATV | MATIV HOLDINGS INC COM | $12 | 0.00% | 2 | -328 | -99.4% | -$1,968 | 减仓 |
| ORC | ORCHID IS CAP INC COM NEW | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $13 | 0.00% | 0 | -115 | -100.0% | -$3.47万 | 清仓 |
| NRIM | NORTHRIM BANCORP INC COM | $14 | 0.00% | 1 | -55 | -98.2% | -$770 | 减仓 |
| GLNG | GOLAR LNG LTD SHS | $18 | 0.00% | 0 | 0 | — | -$19 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT CL A | $19 | 0.00% | 1 | -7 | -87.5% | -$133 | 减仓 |
| MC | MOELIS & CO CL A | $21 | 0.00% | 0 | -415 | -100.0% | -$2.36万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $21 | 0.00% | 1 | -1 | -50.0% | -$21 | 减仓 |
| SPXS | DIREXION SHARES ETF TRUST DA 500 BE 3X ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $27 | 0.00% | 1 | -63 | -98.4% | -$1,701 | 减仓 |
| CBAN | COLONY BANKCORP INC COM | $30 | 0.00% | 2 | -28 | -93.3% | -$420 | 减仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $32 | 0.00% | 0 | 0 | — | -$31 | 清仓 |
| BMRC | BANK OF MARIN BANCORP COM | $35 | 0.00% | 1 | -22 | -95.7% | -$770 | 减仓 |
| CNOB | CONNECTONE BANCORP INC COM | $36 | 0.00% | 1 | -7 | -87.5% | -$252 | 减仓 |
| OBK | ORIGIN BANCORP INC COM | $71 | 0.00% | 1 | -65 | -98.5% | -$4,615 | 减仓 |
| NXT | NEXTPOWER INC CLASS A COM | $119 | 0.00% | 1 | -649 | -99.8% | -$7.72万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $141 | 0.00% | 5 | -938 | -99.5% | -$2.65万 | 减仓 |
| ASIX | ADVANSIX INC COM | $159 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $177 | 0.00% | 85 | -59 | -41.0% | -$123 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $180 | 0.00% | 2 | -43 | -95.6% | -$3,870 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST MSCI MATLS INDEX | $193 | 0.00% | 3 | -3,603 | -99.9% | -$23.18万 | 减仓 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $196 | 0.00% | 1 | -7 | -87.5% | -$1,372 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $199 | 0.00% | 2 | -30 | -93.8% | -$2,985 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $201 | 0.00% | 7 | -50 | -87.7% | -$1,436 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $226 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC COM | $255 | 0.00% | 23 | -1,399 | -98.4% | -$1.55万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $257 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MAIR | MADISON AIR SOLUTIONS CORP COM SHS CL A ADDED | $312 | 0.00% | 8 | 8 | — | $312 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC COM | $330 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV ORD SHARES | $336 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $336 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $373 | 0.00% | 4 | -25 | -86.2% | -$2,331 | 减仓 |
| ALX | ALEXANDERS INC COM | $414 | 0.00% | 2 | -8 | -80.0% | -$1,656 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $429 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD ADS | $438 | 0.00% | 11 | 7 | 175.0% | $279 | 加仓 |
| VDE | VANGUARD WORLD FD ENERGY ETF | $450 | 0.00% | 3 | -20 | -87.0% | -$3,000 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $457 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $471 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $537 | 0.00% | 5 | 5 | — | $537 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $563 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $570 | 0.00% | 2 | 1 | 100.0% | $285 | 重新持有 |
| AUR | AURORA INNOVATION INC CLASS A COM | $587 | 0.00% | 86 | 63 | 273.9% | $430 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $598 | 0.00% | 6 | -23 | -79.3% | -$2,292 | 减仓 |
| NJR | NEW JERSEY RES CORP COM | $611 | 0.00% | 11 | -55 | -83.3% | -$3,055 | 减仓 |
| PNR | PENTAIR PLC SHS | $613 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC COM | $698 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP COM | $701 | 0.00% | 15 | -631 | -97.7% | -$2.95万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $720 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $722 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $782 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $795 | 0.00% | 1 | -188 | -99.5% | -$14.95万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $805 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR EXPANDED TECH | $815 | 0.00% | 9 | -6 | -40.0% | -$543 | 减仓 |
| DT | DYNATRACE INC COM NEW | $834 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $858 | 0.00% | 33 | 33 | — | $858 | 新建仓 |
| CVE | CENOVUS ENERGY INC COM | $868 | 0.00% | 35 | -320 | -90.1% | -$7,936 | 重新持有 |
| PJT | PJT PARTNERS INC COM CL A | $906 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $937 | 0.00% | 28 | 19 | 211.1% | $636 | 重新持有 |
| — | LANDS END INC NEW COM | $954 | 0.00% | 91 | -8 | -8.1% | -$84 | 减仓 |
| — | BLINK CHARGING CO COM | $960 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $1,029 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST ST STR SW SERV | $1,031 | 0.00% | 6 | -36 | -85.7% | -$6,186 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $1,049 | 0.00% | 35 | -384 | -91.6% | -$1.15万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1,127 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $1,134 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP COM | $1,140 | 0.00% | 274 | 274 | — | $1,140 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF | $1,160 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $1,185 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $1,241 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC COM | $1,266 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $1,305 | 0.00% | 36 | -92 | -71.9% | -$3,335 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $1,337 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $1,346 | 0.00% | 19 | -49 | -72.1% | -$3,471 | 减仓 |