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 |
|---|---|---|---|---|---|---|---|---|
| EQL | ALPS ETF TR EQUAL SEC ETF | $4.11万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP COM | $4.14万 | 0.00% | 510 | 59 | 13.1% | $4,794 | 加仓 |
| MCY | MERCURY GENL CORP NEW COM | $4.15万 | 0.00% | 389 | 389 | — | $4.15万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $4.15万 | 0.00% | 898 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $4.21万 | 0.00% | 225 | 34 | 17.8% | $6,359 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $4.23万 | 0.00% | 1,111 | -1 | -0.1% | -$38 | 减仓 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $4.23万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN COM | $4.24万 | 0.00% | 1,500 | -224 | -13.0% | -$6,335 | 减仓 |
| GNR | SPDR INDEX SHS FDS ST STR NAT ETF | $4.25万 | 0.00% | 632 | 226 | 55.7% | $1.52万 | 加仓 |
| LMND | LEMONADE INC COM | $4.28万 | 0.00% | 658 | 658 | — | $4.28万 | 新建仓 |
| PRK | PARK NATL CORP COM | $4.29万 | 0.00% | 234 | 32 | 15.8% | $5,868 | 加仓 |
| TILE | INTERFACE INC COM | $4.31万 | 0.00% | 1,203 | 467 | 63.5% | $1.67万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR COM | $4.32万 | 0.00% | 173 | -98 | -36.2% | -$2.45万 | 减仓 |
| PRLB | PROTO LABS INC COM | $4.33万 | 0.00% | 531 | 101 | 23.5% | $8,233 | 加仓 |
| DTE | DTE ENERGY CO COM | $4.34万 | 0.00% | 285 | 60 | 26.7% | $9,131 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $4.35万 | 0.00% | 1,203 | 841 | 232.3% | $3.04万 | 加仓 |
| BANF | BANCFIRST CORP COM | $4.36万 | 0.00% | 392 | 68 | 21.0% | $7,563 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $4.38万 | 0.00% | 260 | 260 | — | $4.38万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD HLTH CARE ALPH | $4.38万 | 0.00% | 358 | 283 | 377.3% | $3.47万 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $4.39万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $4.41万 | 0.00% | 1,604 | 37 | 2.4% | $1,016 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD NASDAQ BK ETF | $4.41万 | 0.00% | 1,067 | 589 | 123.2% | $2.43万 | 加仓 |
| UNFI | UNITED NAT FOODS INC COM | $4.43万 | 0.00% | 969 | 88 | 10.0% | $4,019 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $4.46万 | 0.00% | 7,140 | 7,140 | — | $4.46万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBETA INT | $4.49万 | 0.00% | 983 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4.50万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $4.53万 | 0.00% | 3,412 | 3,412 | — | $4.53万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $4.54万 | 0.00% | 500 | -500 | -50.0% | -$4.54万 | 减仓 |
| XYZ | BLOCK INC CL A | $4.55万 | 0.00% | 599 | -20 | -3.2% | -$1,520 | 减仓 |
| ILF | ISHARES TR LATN AMER 40 ETF | $4.57万 | 0.00% | 1,355 | 1,355 | — | $4.57万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $4.61万 | 0.00% | 4,999 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD INDLS PROD DUR | $4.63万 | 0.00% | 508 | 397 | 357.7% | $3.62万 | 加仓 |
| AMBA | AMBARELLA INC SHS | $4.63万 | 0.00% | 540 | 540 | — | $4.63万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A ADDED | $4.66万 | 0.00% | 211 | 211 | — | $4.66万 | 新建仓 |
| VCYT | VERACYTE INC COM | $4.66万 | 0.00% | 794 | 74 | 10.3% | $4,346 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $4.71万 | 0.00% | 293 | 42 | 16.7% | $6,745 | 加仓 |
| AYI | ACUITY INC COM | $4.71万 | 0.00% | 125 | -184 | -59.5% | -$6.93万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $4.71万 | 0.00% | 1,237 | 3 | 0.2% | $114 | 加仓 |
| PRI | PRIMERICA INC COM | $4.72万 | 0.00% | 166 | 55 | 49.5% | $1.56万 | 加仓 |
| UMBF | UMB FINL CORP COM | $4.77万 | 0.00% | 334 | 334 | — | $4.77万 | 新建仓 |
| IQDF | FLEXSHARES TR INTL QLTDV IDX | $4.79万 | 0.00% | 1,385 | 1,385 | — | $4.79万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4.79万 | 0.00% | 621 | 11 | 1.8% | $849 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK ADDED | $4.82万 | 0.00% | 319 | 319 | — | $4.82万 | 新建仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $4.82万 | 0.00% | 911 | 141 | 18.3% | $7,458 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO COM | $4.85万 | 0.00% | 440 | 10 | 2.3% | $1,103 | 加仓 |
| MYRG | MYR GROUP INC COM | $4.90万 | 0.00% | 98 | 13 | 15.3% | $6,505 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $4.92万 | 0.00% | 805 | 54 | 7.2% | $3,299 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $4.95万 | 0.00% | 457 | 44 | 10.7% | $4,768 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $5.03万 | 0.00% | 2,111 | 2,018 | 2,169.9% | $4.80万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN COM | $5.07万 | 0.00% | 150 | 150 | — | $5.07万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR COM | $5.08万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $5.12万 | 0.00% | 45 | 1 | 2.3% | $1,137 | 加仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $5.14万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO COM CL B | $5.14万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $5.26万 | 0.00% | 1,128 | 50 | 4.6% | $2,332 | 加仓 |
| HUBB | HUBBELL INC COM | $5.28万 | 0.00% | 101 | 2 | 2.0% | $1,046 | 加仓 |
| HTH | HILLTOP HLDGS INC COM | $5.29万 | 0.00% | 1,363 | 228 | 20.1% | $8,842 | 加仓 |
| SPTL | SPDR SERIES TRUST ST LON TREAS ETF | $5.31万 | 0.00% | 2,024 | 1,860 | 1,134.1% | $4.88万 | 加仓 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED PRICE EQT INCOME | $5.32万 | 0.00% | 1,055 | 4 | 0.4% | $202 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5.38万 | 0.00% | 704 | 684 | 3,420.0% | $5.23万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $5.39万 | 0.00% | 1,152 | 970 | 533.0% | $4.54万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD BLOOMBERG AI ETF | $5.42万 | 0.00% | 996 | 996 | — | $5.42万 | 新建仓 |
| SAP | SAP SE SPON ADR | $5.42万 | 0.00% | 352 | -81 | -18.7% | -$1.25万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $5.44万 | 0.00% | 97 | -12 | -11.0% | -$6,727 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $5.45万 | 0.00% | 3,091 | 2,789 | 923.5% | $4.92万 | 加仓 |
| SGRY | SURGERY PARTNERS INC COM | $5.46万 | 0.00% | 3,247 | 3,247 | — | $5.46万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC COM | $5.46万 | 0.00% | 1,041 | 118 | 12.8% | $6,186 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F COM | $5.47万 | 0.00% | 4,270 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $5.47万 | 0.00% | 1,895 | 18 | 1.0% | $520 | 加仓 |
| HLN | HALEON PLC SPON ADS | $5.49万 | 0.00% | 5,885 | -297 | -4.8% | -$2,771 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $5.50万 | 0.00% | 2,709 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $5.51万 | 0.00% | 831 | 17 | 2.1% | $1,127 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $5.62万 | 0.00% | 440 | 279 | 173.3% | $3.56万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR INTL EQT ETF | $5.66万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $5.68万 | 0.00% | 348 | 82 | 30.8% | $1.34万 | 加仓 |
| RELY | REMITLY GLOBAL INC COM | $5.68万 | 0.00% | 2,534 | 225 | 9.7% | $5,042 | 加仓 |
| EVR | EVERCORE INC CLASS A | $5.79万 | 0.00% | 170 | 4 | 2.4% | $1,362 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX | $5.82万 | 0.00% | 1,021 | 548 | 115.9% | $3.13万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $5.84万 | 0.00% | 3,007 | 2,745 | 1,047.7% | $5.33万 | 加仓 |
| USHY | ISHARES TR BROAD USD HIGH | $5.90万 | 0.00% | 1,593 | -216,026 | -99.3% | -$799.73万 | 重新持有 |
| DON | WISDOMTREE TR US MIDCAP DIVID | $5.95万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $6.05万 | 0.00% | 113 | -12 | -9.6% | -$6,426 | 减仓 |
| MXL | MAXLINEAR INC COM | $6.07万 | 0.00% | 474 | 474 | — | $6.07万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR ST STR REAL ETF | $6.09万 | 0.00% | 1,383 | -610 | -30.6% | -$2.69万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $6.12万 | 0.00% | 85 | -242 | -74.0% | -$17.42万 | 重新持有 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $6.14万 | 0.00% | 1,584 | 180 | 12.8% | $6,979 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $6.15万 | 0.00% | 2,098 | -2 | -0.1% | -$59 | 减仓 |
| USMV | ISHARES TR MSCI USA MIN ETF | $6.17万 | 0.00% | 640 | 640 | — | $6.17万 | 新建仓 |
| COWZ | PACER FDS TR US CASH COWS 100 | $6.18万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $6.19万 | 0.00% | 1,390 | 1,157 | 496.6% | $5.15万 | 加仓 |
| RY | ROYAL BK CDA COM | $6.21万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX | $6.27万 | 0.00% | 237 | 129 | 119.4% | $3.41万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F INTERNATINL ETF | $6.30万 | 0.00% | 1,939 | 1,939 | — | $6.30万 | 新建仓 |
| SNEX | STONEX GROUP INC COM | $6.30万 | 0.00% | 532 | 57 | 12.0% | $6,748 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP COM SHS | $6.34万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $6.49万 | 0.00% | 606 | 118 | 24.2% | $1.26万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF | $6.54万 | 0.00% | 424 | 50 | 13.4% | $7,714 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $6.57万 | 0.00% | 785 | 67 | 9.3% | $5,608 | 加仓 |
| GL | GLOBE LIFE INC COM | $6.61万 | 0.00% | 370 | -400 | -51.9% | -$7.15万 | 减仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $6.62万 | 0.00% | 1,308 | 13 | 1.0% | $658 | 加仓 |