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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION CL A | $6.64万 | 0.00% | 854 | 124 | 17.0% | $9,646 | 加仓 |
| QVML | INVESCO EXCH TRADED FD TR II 500 QVM MULTI | $6.65万 | 0.00% | 1,507 | 1,507 | — | $6.65万 | 新建仓 |
| DLTR | DOLLAR TREE INC COM | $6.65万 | 0.00% | 550 | 350 | 175.0% | $4.23万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX | $6.68万 | 0.00% | 875 | 481 | 122.1% | $3.67万 | 加仓 |
| AA | ALCOA CORP COM | $6.72万 | 0.00% | 1,289 | 109 | 9.2% | $5,684 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $6.80万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $6.81万 | 0.00% | 528 | 14 | 2.7% | $1,806 | 加仓 |
| BY | BYLINE BANCORP INC COM | $6.83万 | 0.00% | 1,813 | 277 | 18.0% | $1.04万 | 加仓 |
| ATI | ATI INC COM | $6.84万 | 0.00% | 347 | -206 | -37.3% | -$4.06万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I COM | $6.85万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $6.87万 | 0.00% | 74 | -9 | -10.8% | -$8,350 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $6.88万 | 0.00% | 300 | 297 | 9,900.0% | $6.81万 | 重新持有 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $6.89万 | 0.00% | 667 | 60 | 9.9% | $6,198 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $6.95万 | 0.00% | 338 | 107 | 46.3% | $2.20万 | 加仓 |
| FNV | FRANCO NEV CORP COM | $6.97万 | 0.00% | 334 | -1 | -0.3% | -$209 | 减仓 |
| UNM | UNUM GROUP COM | $6.99万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $6.99万 | 0.00% | 379 | 37 | 10.8% | $6,828 | 加仓 |
| ALAB | ASTERA LABS INC COM | $7.05万 | 0.00% | 146 | 131 | 873.3% | $6.33万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI COM | $7.10万 | 0.00% | 7,415 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $7.10万 | 0.00% | 182 | 14 | 8.3% | $5,465 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $7.11万 | 0.00% | 2,887 | 248 | 9.4% | $6,112 | 加仓 |
| IGRO | ISHARES TR INTL DIV GRWTH | $7.13万 | 0.00% | 811 | 180 | 28.5% | $1.58万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $7.14万 | 0.00% | 291 | 31 | 11.9% | $7,604 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $7.26万 | 0.00% | 1,251 | 221 | 21.5% | $1.28万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | $7.32万 | 0.00% | 6,043 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC COM | $7.33万 | 0.00% | 256 | 16 | 6.7% | $4,581 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $7.46万 | 0.00% | 864 | 63 | 7.9% | $5,438 | 加仓 |
| KT | KT CORP SPONSORED ADR | $7.47万 | 0.00% | 4,324 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $7.48万 | 0.00% | 133 | -114 | -46.2% | -$6.41万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $7.48万 | 0.00% | 1,000 | 1,000 | — | $7.48万 | 新建仓 |
| IHAK | ISHARES TR CYBERSECURITY | $7.49万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $7.50万 | 0.00% | 505 | 9 | 1.8% | $1,337 | 加仓 |
| KBE | SPDR SERIES TRUST ST STR SP BANK | $7.50万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP COM | $7.53万 | 0.00% | 1,630 | 8 | 0.5% | $370 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $7.62万 | 0.00% | 404 | 8 | 2.0% | $1,508 | 加仓 |
| CVLT | COMMVAULT SYS INC COM | $7.63万 | 0.00% | 538 | -328 | -37.9% | -$4.65万 | 减仓 |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $7.67万 | 0.00% | 388 | 2 | 0.5% | $395 | 加仓 |
| CCJ | CAMECO CORP COM | $7.67万 | 0.00% | 753 | -46 | -5.8% | -$4,686 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME COM | $7.73万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $7.83万 | 0.00% | 435 | 17 | 4.1% | $3,060 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $7.83万 | 0.00% | 207 | 200 | 2,857.1% | $7.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7.86万 | 0.00% | 103 | 6 | 6.2% | $4,579 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $7.87万 | 0.00% | 701 | 52 | 8.0% | $5,841 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $7.89万 | 0.00% | 175 | -186 | -51.5% | -$8.39万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD SHS | $7.90万 | 0.00% | 1,639 | 499 | 43.8% | $2.40万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC TOTAL RETURN | $7.93万 | 0.00% | 1,691 | 1,333 | 372.3% | $6.25万 | 加仓 |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $8.05万 | 0.00% | 3,037 | 3,037 | — | $8.05万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS COM | $8.06万 | 0.00% | 216 | 5 | 2.4% | $1,866 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $8.10万 | 0.00% | 540 | 57 | 11.8% | $8,547 | 加仓 |
| SDOG | ALPS ETF TR SECTR DIV DOGS | $8.17万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $8.22万 | 0.00% | 306 | 32 | 11.7% | $8,594 | 加仓 |
| ALNT | ALLIENT INC COM | $8.22万 | 0.00% | 799 | -441 | -35.6% | -$4.54万 | 减仓 |
| KEX | KIRBY CORP COM | $8.29万 | 0.00% | 610 | -151 | -19.8% | -$2.05万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $8.30万 | 0.00% | 535 | -19 | -3.4% | -$2,947 | 减仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $8.31万 | 0.00% | 2,005 | -9,380 | -82.4% | -$38.87万 | 减仓 |
| MTB | M & T BK CORP COM | $8.33万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION COM SHS | $8.37万 | 0.00% | 5,762 | -2,991 | -34.2% | -$4.34万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP ETF | $8.38万 | 0.00% | 2,318 | 6 | 0.3% | $217 | 加仓 |
| TSN | TYSON FOODS INC CL A | $8.39万 | 0.00% | 1,465 | 50 | 3.5% | $2,862 | 加仓 |
| LFUS | LITTELFUSE INC COM | $8.42万 | 0.00% | 185 | 1 | 0.5% | $455 | 加仓 |
| BAP | CREDICORP LTD COM | $8.45万 | 0.00% | 217 | 2 | 0.9% | $779 | 加仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $8.48万 | 0.00% | 1,151 | 378 | 48.9% | $2.78万 | 加仓 |
| MGA | MAGNA INTL INC COM | $8.54万 | 0.00% | 1,300 | 1,241 | 2,103.4% | $8.15万 | 重新持有 |
| CLS | CELESTICA INC COM | $8.61万 | 0.00% | 236 | 21 | 9.8% | $7,661 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $8.65万 | 0.00% | 103 | -29 | -22.0% | -$2.43万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $8.67万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR US INFRASTRUC | $8.67万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR | $8.67万 | 0.00% | 3,460 | 3 | 0.1% | $75 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $8.70万 | 0.00% | 1,620 | -6,981 | -81.2% | -$37.47万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $8.72万 | 0.00% | 141 | 9 | 6.8% | $5,566 | 加仓 |
| USIG | ISHARES TR USD INV GRDE ETF | $8.73万 | 0.00% | 1,702 | 1,702 | — | $8.73万 | 新建仓 |
| CSGP | COSTAR GROUP INC COM | $8.77万 | 0.00% | 3,098 | 1,822 | 142.8% | $5.16万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $8.79万 | 0.00% | 657 | -366 | -35.8% | -$4.90万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA ETF | $9.01万 | 0.00% | 2,589 | -937 | -26.6% | -$3.26万 | 重新持有 |
| SRE | SEMPRA COM | $9.03万 | 0.00% | 974 | -65 | -6.3% | -$6,024 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $9.11万 | 0.00% | 301 | 52 | 20.9% | $1.57万 | 加仓 |
| BIL | SPDR SERIES TRUST ST STR BLO 1 ETF | $9.13万 | 0.00% | 996 | -233 | -19.0% | -$2.14万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $9.18万 | 0.00% | 958 | -48 | -4.8% | -$4,600 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD | $9.28万 | 0.00% | 2,129 | 1,139 | 115.1% | $4.97万 | 加仓 |
| BOND | PIMCO ETF TR ACTIVE BD ETF | $9.30万 | 0.00% | 1,008 | -37 | -3.5% | -$3,413 | 减仓 |
| KEY | KEYCORP COM | $9.31万 | 0.00% | 4,038 | 325 | 8.8% | $7,491 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $9.35万 | 0.00% | 500 | 100 | 25.0% | $1.87万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $9.49万 | 0.00% | 1,100 | 1,100 | — | $9.49万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $9.49万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9.51万 | 0.00% | 881 | -415 | -32.0% | -$4.48万 | 减仓 |
| VST | VISTRA CORP COM | $9.58万 | 0.00% | 604 | 104 | 20.8% | $1.65万 | 加仓 |
| DLN | WISDOMTREE TR US LARGECAP DIVD | $9.59万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $9.66万 | 0.00% | 4,397 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $9.75万 | 0.00% | 1,265 | -1,472 | -53.8% | -$11.35万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC 500 GRTH IDX F | $9.82万 | 0.00% | 1,188 | 912 | 330.4% | $7.53万 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $9.97万 | 0.00% | 2,337 | 10 | 0.4% | $427 | 加仓 |
| RAVI | FLEXSHARES TR ULTR SHO INC FD | $10.00万 | 0.00% | 1,326 | 1,326 | — | $10.00万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $10.05万 | 0.00% | 1,718 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | $10.06万 | 0.00% | 370 | -15 | -3.9% | -$4,079 | 减仓 |
| HYGV | FLEXSHARES TR HIG YLD VL ETF | $10.09万 | 0.00% | 2,505 | 2,505 | — | $10.09万 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $10.12万 | 0.00% | 32,231 | 156 | 0.5% | $490 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $10.14万 | 0.00% | 475 | 8 | 1.7% | $1,707 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $10.24万 | 0.00% | 364 | -72 | -16.5% | -$2.03万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $10.26万 | 0.00% | 703 | -318 | -31.1% | -$4.64万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN COM CL A | $10.34万 | 0.00% | 1,188 | -15 | -1.2% | -$1,306 | 减仓 |