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 |
|---|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC COM | $3.38万 | 0.00% | 188 | 75 | 66.4% | $1.35万 | 加仓 |
| LPG | DORIAN LPG LTD SHS USD | $3.39万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR MSCI USA MMENTM | $3.41万 | 0.00% | 142 | 15 | 11.8% | $3,600 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $3.42万 | 0.00% | 1,112 | -132 | -10.6% | -$4,054 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $3.42万 | 0.00% | 923 | 42 | 4.8% | $1,556 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $3.45万 | 0.00% | 1,330 | -379 | -22.2% | -$9,818 | 减仓 |
| — | FIDELITY COVINGTON TRUST ENHANCED HIGH YI | $3.45万 | 0.00% | 710 | 11 | 1.6% | $534 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI | $3.46万 | 0.00% | 1,173 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $3.46万 | 0.00% | 1,541 | -3,866 | -71.5% | -$8.69万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $3.47万 | 0.00% | 115 | 5 | 4.5% | $1,507 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3.48万 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $3.49万 | 0.00% | 251 | 118 | 88.7% | $1.64万 | 加仓 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $3.49万 | 0.00% | 720 | 5 | 0.7% | $242 | 加仓 |
| BANF | BANCFIRST CORP COM | $3.52万 | 0.00% | 324 | 12 | 3.8% | $1,302 | 加仓 |
| DBX | DROPBOX INC CL A | $3.56万 | 0.00% | 1,567 | 382 | 32.2% | $8,679 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $3.59万 | 0.00% | 997 | 7 | 0.7% | $252 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | $3.61万 | 0.00% | 385 | 12 | 3.2% | $1,126 | 加仓 |
| RELY | REMITLY GLOBAL INC COM | $3.62万 | 0.00% | 2,309 | 275 | 13.5% | $4,309 | 加仓 |
| HDV | ISHARES TR CORE HIGH DV ETF | $3.68万 | 0.00% | 271 | 2 | 0.7% | $271 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $3.69万 | 0.00% | 1,621 | -1,613 | -49.9% | -$3.67万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $3.70万 | 0.00% | 606 | 2 | 0.3% | $122 | 加仓 |
| XYZ | BLOCK INC CL A | $3.73万 | 0.00% | 619 | -186 | -23.1% | -$1.12万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN COM NEW | $3.75万 | 0.00% | 1,773 | -29 | -1.6% | -$613 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $3.76万 | 0.00% | 483 | 24 | 5.2% | $1,869 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.79万 | 0.00% | 97 | -16 | -14.2% | -$6,247 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $3.79万 | 0.00% | 410 | 27 | 7.0% | $2,494 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $3.81万 | 0.00% | 266 | -98 | -26.9% | -$1.40万 | 减仓 |
| FER | FERROVIAL SE ORD SHS | $3.81万 | 0.00% | 586 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC COM | $3.82万 | 0.00% | 1,417 | 1,417 | — | $3.82万 | 新建仓 |
| SNEX | STONEX GROUP INC COM | $3.83万 | 0.00% | 475 | 169 | 55.2% | $1.36万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER COM | $3.84万 | 0.00% | 788 | 22 | 2.9% | $1,073 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $3.84万 | 0.00% | 1,038 | 1,038 | — | $3.84万 | 新建仓 |
| EQL | ALPS ETF TR EQUAL SEC ETF | $3.88万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | $3.95万 | 0.00% | 545 | 151 | 38.3% | $1.09万 | 加仓 |
| UNFI | UNITED NAT FOODS INC COM | $3.97万 | 0.00% | 881 | 115 | 15.0% | $5,182 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $3.98万 | 0.00% | 610 | 115 | 23.2% | $7,510 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM | $4.02万 | 0.00% | 898 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $4.03万 | 0.00% | 2,563 | -765 | -23.0% | -$1.20万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $4.04万 | 0.00% | 1,468 | 16 | 1.1% | $441 | 加仓 |
| HTH | HILLTOP HLDGS INC COM | $4.07万 | 0.00% | 1,135 | 1,135 | — | $4.07万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO COM | $4.08万 | 0.00% | 430 | 419 | 3,809.1% | $3.98万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $4.09万 | 0.00% | 751 | 85 | 12.8% | $4,633 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $4.11万 | 0.00% | 275 | 68 | 32.9% | $1.02万 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $4.17万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $4.18万 | 0.00% | 87 | -122 | -58.4% | -$5.86万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $4.19万 | 0.00% | 426 | 138 | 47.9% | $1.36万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR | $4.22万 | 0.00% | 2,036 | 407 | 25.0% | $8,444 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBETA INT | $4.24万 | 0.00% | 983 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $4.26万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $4.26万 | 0.00% | 582 | -35 | -5.7% | -$2,563 | 减仓 |
| FTAI | FTAI AVIATION LTD SHS | $4.29万 | 0.00% | 175 | 155 | 775.0% | $3.80万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY | $4.30万 | 0.00% | 850 | 236 | 38.4% | $1.19万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD | $4.32万 | 0.00% | 990 | 380 | 62.3% | $1.66万 | 加仓 |
| HL | HECLA MINING COMPANY COM | $4.33万 | 0.00% | 2,326 | 221 | 10.5% | $4,116 | 加仓 |
| POWL | POWELL INDS INC COM | $4.34万 | 0.00% | 80 | -1 | -1.2% | -$543 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $4.40万 | 0.00% | 1,234 | 118 | 10.6% | $4,211 | 加仓 |
| RRC | RANGE RES CORP COM | $4.41万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC COM | $4.49万 | 0.00% | 4,999 | 4,999 | — | $4.49万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC COM | $4.53万 | 0.00% | 231 | -719 | -75.7% | -$14.08万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $4.55万 | 0.00% | 1,404 | 92 | 7.0% | $2,983 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $4.63万 | 0.00% | 109 | -46 | -29.7% | -$1.95万 | 减仓 |
| TEQI | T ROWE PRICE ETF INC PRICE EQT INCOME | $4.73万 | 0.00% | 1,051 | 3 | 0.3% | $135 | 加仓 |
| SPYM | SPDR SERIES TRUST STATE STREET SPD | $4.73万 | 0.00% | 619 | 500 | 420.2% | $3.82万 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $4.76万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR COM | $4.77万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4.77万 | 0.00% | 1,042 | 38 | 3.8% | $1,741 | 加仓 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $4.78万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $4.78万 | 0.00% | 2,100 | -11 | -0.5% | -$250 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $4.82万 | 0.00% | 1,300 | -1,612 | -55.4% | -$5.98万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $4.83万 | 0.00% | 187 | 187 | — | $4.83万 | 新建仓 |
| HUBB | HUBBELL INC COM | $4.84万 | 0.00% | 99 | 23 | 30.3% | $1.12万 | 加仓 |
| BY | BYLINE BANCORP INC COM | $4.85万 | 0.00% | 1,536 | 1,536 | — | $4.85万 | 新建仓 |
| RY | ROYAL BK CDA COM | $4.85万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH | $4.87万 | 0.00% | 1,626 | 964 | 145.6% | $2.89万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $4.88万 | 0.00% | 413 | 96 | 30.3% | $1.13万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $4.88万 | 0.00% | 168 | 18 | 12.0% | $5,230 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV COM | $4.90万 | 0.00% | 1,044 | -924 | -47.0% | -$4.33万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $4.90万 | 0.00% | 2,639 | 360 | 15.8% | $6,681 | 加仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $4.90万 | 0.00% | 1,894 | -76 | -3.9% | -$1,966 | 减仓 |
| ENTG | ENTEGRIS INC COM | $4.90万 | 0.00% | 418 | 418 | — | $4.90万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $4.91万 | 0.00% | 3,089 | -957 | -23.7% | -$1.52万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4.92万 | 0.00% | 83 | -20 | -19.4% | -$1.19万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US | $4.94万 | 0.00% | 568 | 39 | 7.4% | $3,391 | 加仓 |
| EVR | EVERCORE INC CLASS A | $4.96万 | 0.00% | 166 | 39 | 30.7% | $1.17万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4.96万 | 0.00% | 186 | 10 | 5.7% | $2,667 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $4.98万 | 0.00% | 900 | 125 | 16.1% | $6,916 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $4.98万 | 0.00% | 730 | -32,037 | -97.8% | -$218.65万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP COM SHS | $5.04万 | 0.00% | 317 | -42 | -11.7% | -$6,676 | 减仓 |
| SSRM | SSR MINING IN COM | $5.07万 | 0.00% | 1,724 | -2,384 | -58.0% | -$7.01万 | 减仓 |
| CRH | CRH PLC ORD | $5.13万 | 0.00% | 488 | -299 | -38.0% | -$3.15万 | 减仓 |
| DASH | DOORDASH INC CL A | $5.14万 | 0.00% | 342 | 52 | 17.9% | $7,808 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $5.15万 | 0.00% | 1,276 | 1,040 | 440.7% | $4.20万 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $5.15万 | 0.00% | 1,030 | 215 | 26.4% | $1.07万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $5.21万 | 0.00% | 132 | -1,684 | -92.7% | -$66.53万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F COM | $5.26万 | 0.00% | 4,270 | 4,270 | — | $5.26万 | 新建仓 |
| EXC | EXELON CORP COM | $5.28万 | 0.00% | 1,078 | -415 | -27.8% | -$2.03万 | 减仓 |
| IGRO | ISHARES TR INTL DIV GRWTH | $5.29万 | 0.00% | 631 | 2 | 0.3% | $168 | 加仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $5.33万 | 0.00% | 770 | 766 | 19,150.0% | $5.30万 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $5.34万 | 0.00% | 25,192 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR COM | $5.35万 | 0.00% | 271 | 8 | 3.0% | $1,580 | 加仓 |