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 |
|---|---|---|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,454 | 0.00% | 20 | 18 | 900.0% | $1,309 | 加仓 |
| KTB | KONTOOR BRANDS INC COM | $1,476 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $1,483 | 0.00% | 14 | -3 | -17.6% | -$318 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,504 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR FALN ANGLS USD | $1,521 | 0.00% | 57 | 1 | 1.8% | $27 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC COM | $1,527 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD COM CL A | $1,539 | 0.00% | 109 | -1,294 | -92.2% | -$1.83万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $1,558 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $1,583 | 0.00% | 57 | -49 | -46.2% | -$1,361 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,588 | 0.00% | 176 | -24 | -12.0% | -$217 | 减仓 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $1,594 | 0.00% | 8 | 8 | — | $1,594 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC COM | $1,606 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | GREAT LAKES DREDGE & DOCK CO COM | $1,615 | 0.00% | 95 | -1,069 | -91.8% | -$1.82万 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $1,627 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $1,631 | 0.00% | 16 | 15 | 1,500.0% | $1,529 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $1,639 | 0.00% | 93 | 93 | — | $1,639 | 新建仓 |
| ALAB | ASTERA LABS INC COM | $1,644 | 0.00% | 15 | -402 | -96.4% | -$4.41万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $1,649 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $1,685 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1,717 | 0.00% | 18 | 18 | — | $1,717 | 新建仓 |
| — | U S ENERGY CORP DEL COM | $1,768 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $1,785 | 0.00% | 19 | -728 | -97.5% | -$6.84万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I COM | $1,806 | 0.00% | 46 | -84 | -64.6% | -$3,298 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR STATE STREET DOU | $1,828 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC COM | $1,872 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $1,877 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $1,885 | 0.00% | 29 | -328 | -91.9% | -$2.13万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW ADDED | $1,888 | 0.00% | 25 | 19 | 316.7% | $1,435 | 加仓 |
| ARVN | ARVINAS INC COM | $1,908 | 0.00% | 180 | -1,156 | -86.5% | -$1.23万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 | $1,929 | 0.00% | 71 | -11,512 | -99.4% | -$31.28万 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $1,970 | 0.00% | 9 | 9 | — | $1,970 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR FUNDAMENTAL US L | $2,013 | 0.00% | 72 | -2,004 | -96.5% | -$5.60万 | 重新持有 |
| TK | TEEKAY CORPORATION LTD SHS | $2,100 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $2,122 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $2,265 | 0.00% | 42 | -750 | -94.7% | -$4.04万 | 减仓 |
| CYTK | CYTOKINETICS INC COM NEW | $2,307 | 0.00% | 35 | -317 | -90.1% | -$2.09万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,308 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP COM | $2,321 | 0.00% | 131 | -1,800 | -93.2% | -$3.19万 | 减仓 |
| GTX | GARRETT MOTION INC COM | $2,326 | 0.00% | 128 | -1,314 | -91.1% | -$2.39万 | 减仓 |
| BLBD | BLUE BIRD CORP COM | $2,385 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $2,411 | 0.00% | 47 | -73 | -60.8% | -$3,745 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $2,447 | 0.00% | 75 | 21 | 38.9% | $685 | 加仓 |
| ALX | ALEXANDERS INC COM | $2,474 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $2,479 | 0.00% | 32 | -353 | -91.7% | -$2.73万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $2,517 | 0.00% | 317 | -80 | -20.2% | -$635 | 减仓 |
| DEI | DOUGLAS EMMETT INC COM | $2,546 | 0.00% | 270 | 4 | 1.5% | $38 | 加仓 |
| EWY | ISHARES INC MSCI STH KOR ETF | $2,548 | 0.00% | 21 | 5 | 31.2% | $607 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $2,549 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $2,556 | 0.00% | 45 | -566 | -92.6% | -$3.21万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $2,604 | 0.00% | 12 | -34 | -73.9% | -$7,378 | 减仓 |
| FOXA | FOX CORP CL A COM | $2,628 | 0.00% | 45 | -11 | -19.6% | -$642 | 减仓 |
| — | OCCIDENTAL PETE CORP W EXP 08/03/202 | $2,660 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2,661 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2,662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC COM | $2,752 | 0.00% | 66 | -10 | -13.2% | -$417 | 减仓 |
| FOX | FOX CORP CL B COM | $2,761 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $2,789 | 0.00% | 93 | 68 | 272.0% | $2,039 | 加仓 |
| ALKS | ALKERMES PLC SHS | $2,793 | 0.00% | 79 | -936 | -92.2% | -$3.31万 | 减仓 |
| CENX | CENTURY ALUM CO COM | $2,817 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $2,831 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST INTL SMALL CAP E | $2,862 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC COM | $2,869 | 0.00% | 330 | -3,631 | -91.7% | -$3.16万 | 减仓 |
| IGF | ISHARES TR GLB INFRASTR ETF | $2,881 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC COM | $2,893 | 0.00% | 107 | -1,175 | -91.7% | -$3.18万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK UNIT | $2,895 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC COM | $2,910 | 0.00% | 81 | 21 | 35.0% | $754 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 | $3,032 | 0.00% | 56 | -21,911 | -99.7% | -$118.63万 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $3,044 | 0.00% | 29 | -295 | -91.0% | -$3.10万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $3,135 | 0.00% | 55 | 21 | 61.8% | $1,197 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $3,158 | 0.00% | 67 | 67 | — | $3,158 | 新建仓 |
| LSTR | LANDSTAR SYS INC COM | $3,215 | 0.00% | 20 | 20 | — | $3,215 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3,233 | 0.00% | 301 | -1,000 | -76.9% | -$1.07万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $3,313 | 0.00% | 262 | -3,107 | -92.2% | -$3.93万 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $3,343 | 0.00% | 39 | 39 | — | $3,343 | 新建仓 |
| SW | SMURFIT WESTROCK PLC SHS | $3,410 | 0.00% | 86 | 1 | 1.2% | $40 | 加仓 |
| CG | CARLYLE GROUP INC COM | $3,416 | 0.00% | 71 | 16 | 29.1% | $770 | 加仓 |
| — | ORION PROPERTIES INC COM | $3,529 | 0.00% | 1,641 | 9 | 0.6% | $19 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD LIMITED DURATION | $3,581 | 0.00% | 189 | 2 | 1.1% | $38 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD SENIOR LN FD | $3,584 | 0.00% | 80 | 80 | — | $3,584 | 新建仓 |
| VTR | VENTAS INC COM | $3,590 | 0.00% | 44 | -14 | -24.1% | -$1,142 | 减仓 |
| LEN/B | LENNAR CORP CL B | $3,617 | 0.00% | 43 | 13 | 43.3% | $1,094 | 重新持有 |
| NJR | NEW JERSEY RES CORP COM | $3,643 | 0.00% | 66 | -741 | -91.8% | -$4.09万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $3,727 | 0.00% | 18 | -4 | -18.2% | -$828 | 减仓 |
| CACI | CACI INTL INC CL A | $3,807 | 0.00% | 7 | 7 | — | $3,807 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $3,824 | 0.00% | 181 | -66 | -26.7% | -$1,394 | 减仓 |
| VMC | VULCAN MATLS CO COM | $3,833 | 0.00% | 14 | -4 | -22.2% | -$1,095 | 减仓 |
| VDE | VANGUARD WORLD FD ENERGY ETF | $3,999 | 0.00% | 23 | 23 | — | $3,999 | 新建仓 |
| — | NERDY INC CL A COM | $4,081 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR | $4,220 | 0.00% | 100 | -11 | -9.9% | -$464 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE COM | $4,255 | 0.00% | 161 | 13 | 8.8% | $344 | 加仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $4,286 | 0.00% | 999 | 108 | 12.1% | $463 | 加仓 |
| URBN | URBAN OUTFITTERS INC COM | $4,308 | 0.00% | 68 | -467 | -87.3% | -$2.96万 | 减仓 |
| SPTL | SPDR SERIES TRUST STATE STREET SPD | $4,313 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $4,376 | 0.00% | 139 | 139 | — | $4,376 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $4,446 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $4,486 | 0.00% | 239 | -1,540 | -86.6% | -$2.89万 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $4,496 | 0.00% | 302 | -46 | -13.2% | -$685 | 减仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $4,524 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $4,583 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS | $4,645 | 0.00% | 165 | 1 | 0.6% | $28 | 加仓 |