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 |
|---|---|---|---|---|---|---|---|---|
| PTC | PTC INC COM | $1.41万 | 0.00% | 124 | 3 | 2.5% | $341 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $1.42万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $1.44万 | 0.00% | 454 | -52 | -10.3% | -$1,647 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR JUST US LRG CP | $1.47万 | 0.00% | 137 | 137 | — | $1.47万 | 新建仓 |
| MHK | MOHAWK INDS INC COM | $1.48万 | 0.00% | 122 | 28 | 29.8% | $3,397 | 加仓 |
| CCI | CROWN CASTLE INC COM | $1.48万 | 0.00% | 196 | -3 | -1.5% | -$227 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | $1.49万 | 0.00% | 199 | 199 | — | $1.49万 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $1.50万 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC COM | $1.50万 | 0.00% | 66 | -45 | -40.5% | -$1.02万 | 减仓 |
| — | TOPBUILD COR COM | $1.52万 | 0.00% | 43 | -7 | -14.0% | -$2,482 | 减仓 |
| VTRS | VIATRIS INC COM | $1.54万 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC COM | $1.55万 | 0.00% | 234 | 227 | 3,242.9% | $1.50万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV | $1.56万 | 0.00% | 674 | -13,618 | -95.3% | -$31.58万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM SHS BEN INT | $1.57万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC COM | $1.57万 | 0.00% | 1,631 | 74 | 4.8% | $714 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN | $1.58万 | 0.00% | 738 | 367 | 98.9% | $7,859 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.58万 | 0.00% | 593 | -56 | -8.6% | -$1,493 | 减仓 |
| ICLR | ICON PUB LTD CO SHS | $1.60万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS RUSSELL 2000 | $1.60万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $1.62万 | 0.00% | 364 | 6 | 1.7% | $267 | 加仓 |
| ONON | ON HLDG AG NAMEN AKT A | $1.62万 | 0.00% | 459 | -63 | -12.1% | -$2,229 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN COM | $1.63万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD ORD | $1.63万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $1.64万 | 0.00% | 302 | 92 | 43.8% | $4,989 | 加仓 |
| FIGS | FIGS INC CL A | $1.64万 | 0.00% | 1,602 | 173 | 12.1% | $1,770 | 加仓 |
| EFX | EQUIFAX INC COM | $1.64万 | 0.00% | 104 | -84 | -44.7% | -$1.33万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $1.65万 | 0.00% | 662 | -1,931 | -74.5% | -$4.81万 | 重新持有 |
| EFV | ISHARES TR EAFE VALUE ETF | $1.65万 | 0.00% | 216 | 40 | 22.7% | $3,057 | 加仓 |
| DOX | AMDOCS LTD SHS | $1.66万 | 0.00% | 329 | 2 | 0.6% | $101 | 加仓 |
| OKTA | OKTA INC CL A | $1.68万 | 0.00% | 123 | -145 | -54.1% | -$1.98万 | 减仓 |
| PACS | PACS GROUP INC COM SHS | $1.69万 | 0.00% | 397 | 61 | 18.2% | $2,601 | 加仓 |
| DYNF | BLACKROCK ETF TRUST ISHARES US EQUIT | $1.71万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $1.72万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $1.72万 | 0.00% | 852 | 852 | — | $1.72万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $1.73万 | 0.00% | 221 | 5 | 2.3% | $391 | 加仓 |
| RMD | RESMED INC COM | $1.73万 | 0.00% | 89 | -1,491 | -94.4% | -$29.06万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1.75万 | 0.00% | 1,009 | 9 | 0.9% | $156 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $1.75万 | 0.00% | 348 | 56 | 19.2% | $2,823 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | $1.76万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO COM | $1.76万 | 0.00% | 150 | 27 | 22.0% | $3,175 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN COM CL A | $1.77万 | 0.00% | 1,045 | 151 | 16.9% | $2,559 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS | $1.78万 | 0.00% | 235 | 44 | 23.0% | $3,327 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM COM | $1.78万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST PREFERRED SECURT | $1.78万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1.82万 | 0.00% | 135 | -16 | -10.6% | -$2,155 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E SHS BEN INT | $1.85万 | 0.00% | 2,053 | 14 | 0.7% | $126 | 加仓 |
| USTB | VICTORY PORTFOLIOS II SHORT TRM BD ETF | $1.86万 | 0.00% | 367 | 367 | — | $1.86万 | 新建仓 |
| GAP | GAP INC COM | $1.87万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST ST STR SP SEMI | $1.87万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $1.87万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.92万 | 0.00% | 91 | 1 | 1.1% | $211 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $1.92万 | 0.00% | 265 | -809 | -75.3% | -$5.87万 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F BETA CDA ETF NEW | $1.93万 | 0.00% | 194 | -129 | -39.9% | -$1.28万 | 减仓 |
| LOPE | GRAND CANYON ED INC COM | $1.93万 | 0.00% | 135 | 44 | 48.4% | $6,297 | 加仓 |
| PCG | PG&E CORP COM | $1.95万 | 0.00% | 1,157 | 523 | 82.5% | $8,795 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $1.95万 | 0.00% | 313 | 8 | 2.6% | $498 | 加仓 |
| EVER | EVERQUOTE INC COM CL A | $1.95万 | 0.00% | 821 | 72 | 9.6% | $1,713 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES ADDED | $1.99万 | 0.00% | 696 | 696 | — | $1.99万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER COM | $1.99万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.00万 | 0.00% | 208 | -9 | -4.1% | -$864 | 减仓 |
| ALRM | ALARM COM HLDGS INC COM | $2.00万 | 0.00% | 428 | 63 | 17.3% | $2,943 | 加仓 |
| SON | SONOCO PRODS CO COM | $2.00万 | 0.00% | 355 | -727 | -67.2% | -$4.10万 | 重新持有 |
| TREE | LENDINGTREE INC COM | $2.00万 | 0.00% | 452 | 49 | 12.2% | $2,170 | 加仓 |
| TNET | TRINET GROUP INC COM | $2.02万 | 0.00% | 409 | 246 | 150.9% | $1.22万 | 重新持有 |
| FLGV | FRANKLIN TEMPLETON ETF TR US TREAS BD ETF | $2.04万 | 0.00% | 1,005 | 1,005 | — | $2.04万 | 新建仓 |
| — | WISDOMTREE TR EM MKTS QTLY DIV | $2.04万 | 0.00% | 501 | 501 | — | $2.04万 | 新建仓 |
| GOVI | INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 | $2.07万 | 0.00% | 763 | 692 | 974.6% | $1.88万 | 加仓 |
| OMCL | OMNICELL COM COM | $2.11万 | 0.00% | 508 | 58 | 12.9% | $2,408 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT | $2.13万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2.15万 | 0.00% | 1,211 | 1,210 | 121,000.0% | $2.14万 | 加仓 |
| — | ABERDEEN INDIA FD INC COM | $2.17万 | 0.00% | 1,848 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $2.17万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $2.18万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO EXCH TRD SLF IDX FD INTL DEV DYNAMIC | $2.18万 | 0.00% | 634 | 634 | — | $2.18万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $2.19万 | 0.00% | 233 | 30 | 14.8% | $2,820 | 加仓 |
| CPAY | CORPAY INC COM SHS | $2.20万 | 0.00% | 66 | 1 | 1.5% | $333 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $2.22万 | 0.00% | 657 | 15 | 2.3% | $508 | 加仓 |
| SMTC | SEMTECH CORP COM | $2.23万 | 0.00% | 138 | 138 | — | $2.23万 | 新建仓 |
| SONO | SONOS INC COM | $2.23万 | 0.00% | 1,651 | 296 | 21.8% | $4,005 | 加仓 |
| QLYS | QUALYS INC COM | $2.24万 | 0.00% | 163 | 14 | 9.4% | $1,925 | 加仓 |
| SANM | SANMINA CORP COM | $2.25万 | 0.00% | 89 | 11 | 14.1% | $2,784 | 加仓 |
| CTS | CTS CORP COM | $2.26万 | 0.00% | 346 | 346 | — | $2.26万 | 新建仓 |
| RUN | SUNRUN INC COM | $2.26万 | 0.00% | 1,686 | 215 | 14.6% | $2,877 | 加仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $2.26万 | 0.00% | 2,682 | 312 | 13.2% | $2,630 | 加仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $2.26万 | 0.00% | 2,200 | 2,200 | — | $2.26万 | 新建仓 |
| BIIB | BIOGEN INC COM | $2.29万 | 0.00% | 106 | 6 | 6.0% | $1,296 | 加仓 |
| LEN | LENNAR CORP CL A | $2.32万 | 0.00% | 256 | -607 | -70.3% | -$5.49万 | 减仓 |
| LNC | LINCOLN NATL CORP IND COM | $2.33万 | 0.00% | 659 | 325 | 97.3% | $1.15万 | 加仓 |
| NEOG | NEOGEN CORP COM | $2.34万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC SPON ADS B | $2.35万 | 0.00% | 93 | 93 | — | $2.35万 | 新建仓 |
| IVZ | INVESCO LTD SHS | $2.36万 | 0.00% | 895 | 27 | 3.1% | $713 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $2.37万 | 0.00% | 291 | 100 | 52.4% | $8,138 | 加仓 |
| IR | INGERSOLL RAND INC COM | $2.38万 | 0.00% | 290 | 22 | 8.2% | $1,805 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $2.38万 | 0.00% | 716 | 81 | 12.8% | $2,693 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2.39万 | 0.00% | 137 | 2 | 1.5% | $349 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2.40万 | 0.00% | 354 | 18 | 5.4% | $1,222 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2.42万 | 0.00% | 508 | 114 | 28.9% | $5,440 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II VAR RATE PFD | $2.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $2.49万 | 0.00% | 607 | 607 | — | $2.49万 | 新建仓 |
| PICB | INVESCO EXCH TRADED FD TR II INTL CORP BD | $2.50万 | 0.00% | 1,080 | 364 | 50.8% | $8,431 | 加仓 |