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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR JPMORGAN USD EMG | $2.53万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR US REIT ETF | $2.55万 | 0.00% | 1,077 | 328 | 43.8% | $7,765 | 加仓 |
| KN | KNOWLES CORP COM | $2.55万 | 0.00% | 615 | 615 | — | $2.55万 | 新建仓 |
| HBCP | HOMEBANCORP INC COM | $2.57万 | 0.00% | 375 | 39 | 11.6% | $2,671 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $2.60万 | 0.00% | 253 | 46 | 22.2% | $4,732 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS VNG RUS1000VAL | $2.62万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $2.67万 | 0.00% | 817 | 230 | 39.2% | $7,526 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $2.67万 | 0.00% | 1,089 | 1,089 | — | $2.67万 | 新建仓 |
| HEGD | LISTED FDS TR SWAN HEDGED EQTY | $2.68万 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $2.68万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN CL A | $2.69万 | 0.00% | 345 | 38 | 12.4% | $2,958 | 加仓 |
| PCVX | VAXCYTE INC COM | $2.71万 | 0.00% | 466 | -9 | -1.9% | -$523 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2.74万 | 0.00% | 309 | -50 | -13.9% | -$4,430 | 减仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $2.74万 | 0.00% | 1,062 | 140 | 15.2% | $3,617 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $2.75万 | 0.00% | 23 | 2 | 9.5% | $2,390 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.77万 | 0.00% | 177 | 47 | 36.2% | $7,344 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2.77万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC COM | $2.80万 | 0.00% | 4,910 | 4,910 | — | $2.80万 | 新建仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $2.83万 | 0.00% | 613 | 6 | 1.0% | $277 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $2.84万 | 0.00% | 512 | -94 | -15.5% | -$5,221 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV COM | $2.85万 | 0.00% | 733 | -311 | -29.8% | -$1.21万 | 减仓 |
| VREX | VAREX IMAGING CORP COM | $2.86万 | 0.00% | 2,744 | 2,744 | — | $2.86万 | 新建仓 |
| INCY | INCYTE CORP COM | $2.87万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $2.88万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $2.89万 | 0.00% | 1,705 | 1,705 | — | $2.89万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR ACTIVEBETA EME | $2.90万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $2.91万 | 0.00% | 936 | 112 | 13.6% | $3,483 | 加仓 |
| CHEF | CHEFS WHSE INC COM | $2.91万 | 0.00% | 303 | 303 | — | $2.91万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST ENH MID COR ETF | $2.92万 | 0.00% | 720 | 720 | — | $2.92万 | 新建仓 |
| IVLU | ISHARES TR MSCI INTL VLU FT | $2.94万 | 0.00% | 702 | 702 | — | $2.94万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2.94万 | 0.00% | 363 | -195 | -34.9% | -$1.58万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC AAA CLO FLTNG RT | $2.98万 | 0.00% | 1,166 | 889 | 320.9% | $2.27万 | 加仓 |
| MMS | MAXIMUS INC COM | $2.99万 | 0.00% | 556 | 41 | 8.0% | $2,205 | 加仓 |
| CNC | CENTENE CORP DEL COM | $3.03万 | 0.00% | 472 | 371 | 367.3% | $2.38万 | 重新持有 |
| RWT | REDWOOD TRUST INC COM | $3.04万 | 0.00% | 6,404 | 1,156 | 22.0% | $5,480 | 加仓 |
| P | EVERPURE INC CL A | $3.05万 | 0.00% | 387 | 77 | 24.8% | $6,067 | 加仓 |
| FORM | FORMFACTOR INC COM | $3.05万 | 0.00% | 191 | 31 | 19.4% | $4,958 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $3.06万 | 0.00% | 2,853 | 2,853 | — | $3.06万 | 新建仓 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $3.09万 | 0.00% | 1,076 | 166 | 18.2% | $4,762 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $3.15万 | 0.00% | 1,002 | 102 | 11.3% | $3,203 | 加仓 |
| FELE | FRANKLIN ELEC INC COM | $3.17万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $3.19万 | 0.00% | 980 | 962 | 5,344.4% | $3.13万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $3.21万 | 0.00% | 166 | -6 | -3.5% | -$1,159 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $3.25万 | 0.00% | 1,377 | 53 | 4.0% | $1,250 | 加仓 |
| ROG | ROGERS CORP COM | $3.27万 | 0.00% | 200 | 26 | 14.9% | $4,257 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $3.29万 | 0.00% | 1,003 | 6 | 0.6% | $197 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3.30万 | 0.00% | 383 | 283 | 283.0% | $2.44万 | 加仓 |
| CGNX | COGNEX CORP COM | $3.31万 | 0.00% | 456 | 66 | 16.9% | $4,784 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL SHS | $3.32万 | 0.00% | 695 | -2,059 | -74.8% | -$9.83万 | 重新持有 |
| EAT | BRINKER INTL INC COM | $3.34万 | 0.00% | 199 | 19 | 10.6% | $3,192 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | $3.34万 | 0.00% | 207 | -17 | -7.6% | -$2,746 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS | $3.37万 | 0.00% | 1,692 | 530 | 45.6% | $1.05万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $3.38万 | 0.00% | 138 | 21 | 17.9% | $5,148 | 加仓 |
| EQIX | EQUINIX INC COM | $3.38万 | 0.00% | 32 | 1 | 3.2% | $1,057 | 加仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $3.40万 | 0.00% | 3,358 | 273 | 8.8% | $2,763 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $3.41万 | 0.00% | 1,347 | 144 | 12.0% | $3,648 | 加仓 |
| LPG | DORIAN LPG LTD SHS USD | $3.45万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $3.49万 | 0.00% | 2,590 | 27 | 1.1% | $363 | 加仓 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $3.51万 | 0.00% | 728 | 8 | 1.1% | $386 | 加仓 |
| — | FIDELITY COVINGTON TRUST ENHA HIGH YI ETF | $3.54万 | 0.00% | 722 | 12 | 1.7% | $588 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $3.55万 | 0.00% | 1,486 | 18 | 1.2% | $430 | 加仓 |
| FIVE | FIVE BELOW INC COM | $3.60万 | 0.00% | 200 | 199 | 19,900.0% | $3.58万 | 重新持有 |
| SMBK | SMARTFINANCIAL INC COM NEW | $3.62万 | 0.00% | 771 | 85 | 12.4% | $3,986 | 加仓 |
| RRC | RANGE RES CORP COM | $3.63万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE CL A SHS | $3.63万 | 0.00% | 1,139 | 189 | 19.9% | $6,023 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $3.66万 | 0.00% | 534 | 85 | 18.9% | $5,820 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $3.66万 | 0.00% | 1,016 | -22 | -2.1% | -$792 | 减仓 |
| CRI | CARTERS INC COM | $3.67万 | 0.00% | 891 | 144 | 19.3% | $5,924 | 加仓 |
| NMRK | NEWMARK GROUP INC CL A | $3.67万 | 0.00% | 2,427 | 222 | 10.1% | $3,354 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS VNG RUS1000GRW | $3.67万 | 0.00% | 287 | 100 | 53.5% | $1.28万 | 加仓 |
| ASAN | ASANA INC CL A | $3.67万 | 0.00% | 5,244 | 5,244 | — | $3.67万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $3.68万 | 0.00% | 352 | 7 | 2.0% | $733 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $3.69万 | 0.00% | 759 | 596 | 365.6% | $2.89万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $3.71万 | 0.00% | 1,116 | 1,116 | — | $3.71万 | 新建仓 |
| HDV | ISHARES TR CORE HIGH DV ETF | $3.74万 | 0.00% | 1,364 | 9 | 0.7% | $247 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $3.74万 | 0.00% | 605 | 605 | — | $3.74万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER COM | $3.74万 | 0.00% | 947 | 159 | 20.2% | $6,281 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU SPONSORED ADS | $3.74万 | 0.00% | 216 | -6 | -2.7% | -$1,040 | 减仓 |
| SITM | SITIME CORP COM | $3.80万 | 0.00% | 51 | 51 | — | $3.80万 | 新建仓 |
| CNA | CNA FINL CORP COM | $3.89万 | 0.00% | 800 | 800 | — | $3.89万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $3.90万 | 0.00% | 531 | -3,380 | -86.4% | -$24.81万 | 减仓 |
| TDC | TERADATA CORP DEL COM | $3.91万 | 0.00% | 1,127 | 22 | 2.0% | $762 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $3.91万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC COM NEW | $3.92万 | 0.00% | 1,892 | 769 | 68.5% | $1.59万 | 加仓 |
| HL | HECLA MINING COMPANY COM | $3.94万 | 0.00% | 2,554 | 228 | 9.8% | $3,518 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C COM | $3.96万 | 0.00% | 877 | 514 | 141.6% | $2.32万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN COM NEW | $3.98万 | 0.00% | 1,780 | 7 | 0.4% | $157 | 加仓 |
| DXPE | DXP ENTERPRISES INC COM NEW | $3.98万 | 0.00% | 236 | 236 | — | $3.98万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.99万 | 0.00% | 287 | 42 | 17.1% | $5,832 | 加仓 |
| ICUI | ICU MED INC COM | $4.00万 | 0.00% | 273 | 273 | — | $4.00万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $4.01万 | 0.00% | 2,904 | 98 | 3.5% | $1,352 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS VANGUARD ULTRA | $4.05万 | 0.00% | 814 | 814 | — | $4.05万 | 新建仓 |
| CHCO | CITY HLDG CO COM | $4.05万 | 0.00% | 306 | 33 | 12.1% | $4,371 | 加仓 |
| FER | FERROVIAL NV ORD SHS | $4.06万 | 0.00% | 591 | 5 | 0.9% | $343 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT | $4.06万 | 0.00% | 1,173 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TERM CORP | $4.06万 | 0.00% | 492 | -724 | -59.5% | -$5.98万 | 减仓 |
| VSEC | VSE CORP COM | $4.07万 | 0.00% | 178 | 178 | — | $4.07万 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $4.07万 | 0.00% | 24 | 8 | 50.0% | $1.36万 | 加仓 |
| IHDG | WISDOMTREE TR ITL HDG QTLY DIV | $4.08万 | 0.00% | 778 | 778 | — | $4.08万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $4.11万 | 0.00% | 471 | 45 | 10.6% | $3,925 | 加仓 |