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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC COM | $10.44万 | 0.00% | 883 | 395 | 80.9% | $4.67万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $10.45万 | 0.00% | 795 | -248 | -23.8% | -$3.26万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD | $10.57万 | 0.00% | 6,654 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $10.59万 | 0.00% | 1,362 | 50 | 3.8% | $3,888 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $10.61万 | 0.00% | 1,164 | -348 | -23.0% | -$3.17万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II S&P SMLCAP QTY | $10.66万 | 0.00% | 2,204 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $10.67万 | 0.00% | 5,073 | -156 | -3.0% | -$3,281 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD INTER GRADE ETF | $11.00万 | 0.00% | 5,311 | 3,275 | 160.9% | $6.78万 | 加仓 |
| DOW | DOW HLDGS INC COM | $11.07万 | 0.00% | 4,046 | 2,702 | 201.0% | $7.39万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH | $11.07万 | 0.00% | 3,462 | 1,836 | 112.9% | $5.87万 | 加仓 |
| IEX | IDEX CORP COM | $11.10万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US | $11.21万 | 0.00% | 1,184 | 616 | 108.5% | $5.83万 | 加仓 |
| HEI | HEICO CORP NEW COM | $11.29万 | 0.00% | 317 | 213 | 204.8% | $7.59万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $11.30万 | 0.00% | 2,016 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | $11.33万 | 0.00% | 2,241 | -890 | -28.4% | -$4.50万 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $11.34万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $11.39万 | 0.00% | 118 | 66 | 126.9% | $6.37万 | 重新持有 |
| MFC | MANULIFE FINL CORP COM | $11.43万 | 0.00% | 2,822 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR SHRT NAT MUN ETF | $11.55万 | 0.00% | 1,085 | -1,629 | -60.0% | -$17.34万 | 减仓 |
| VICI | VICI PPTYS INC COM | $11.64万 | 0.00% | 4,384 | 150 | 3.5% | $3,982 | 加仓 |
| WAB | WABTEC COM | $11.65万 | 0.00% | 432 | 32 | 8.0% | $8,629 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | $11.69万 | 0.00% | 345 | 345 | — | $11.69万 | 新建仓 |
| EXEL | EXELIXIS INC COM | $11.69万 | 0.00% | 2,148 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $11.76万 | 0.00% | 1,500 | 600 | 66.7% | $4.70万 | 重新持有 |
| XPO | XPO INC COM | $11.91万 | 0.00% | 580 | -102 | -15.0% | -$2.09万 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $12.00万 | 0.00% | 1,471 | 429 | 41.2% | $3.50万 | 加仓 |
| VMI | VALMONT INDS INC COM | $12.01万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $12.05万 | 0.00% | 2,215 | 1,125 | 103.2% | $6.12万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $12.15万 | 0.00% | 1,736 | 15 | 0.9% | $1,050 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF | $12.16万 | 0.00% | 1,294 | 972 | 301.9% | $9.13万 | 加仓 |
| F | FORD MTR CO COM | $12.17万 | 0.00% | 8,759 | 760 | 9.5% | $1.06万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS INTL DVD ETF | $12.18万 | 0.00% | 1,305 | 400 | 44.2% | $3.73万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $12.19万 | 0.00% | 1,102 | 193 | 21.2% | $2.13万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF | $12.20万 | 0.00% | 2,829 | 2,829 | — | $12.20万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC 500 VAL IDX FD | $12.21万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $12.24万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST ST STR SP500DIV | $12.31万 | 0.00% | 2,581 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $12.39万 | 0.00% | 1,085 | -579 | -34.8% | -$6.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST US SMALL CAP ETF | $12.41万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $12.42万 | 0.00% | 643 | -2 | -0.3% | -$386 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $12.60万 | 0.00% | 1,256 | 84 | 7.2% | $8,424 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $12.63万 | 0.00% | 2,500 | 2,500 | — | $12.63万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF | $12.70万 | 0.00% | 2,706 | 573 | 26.9% | $2.69万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $12.72万 | 0.00% | 371 | 229 | 161.3% | $7.85万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $12.79万 | 0.00% | 919 | -125 | -12.0% | -$1.74万 | 减仓 |
| NI | NISOURCE INC COM | $12.97万 | 0.00% | 2,727 | 584 | 27.3% | $2.78万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP COM SHS | $13.06万 | 0.00% | 1,349 | 619 | 84.8% | $5.99万 | 加仓 |
| UGI | UGI CORP NEW COM | $13.14万 | 0.00% | 3,805 | -7,024 | -64.9% | -$24.26万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG COM | $13.39万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $13.41万 | 0.00% | 796 | -39 | -4.7% | -$6,572 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF | $13.51万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $13.56万 | 0.00% | 6,337 | -186 | -2.9% | -$3,981 | 减仓 |
| XYL | XYLEM INC COM | $13.62万 | 0.00% | 1,152 | -1,814 | -61.2% | -$21.45万 | 减仓 |
| WELL | WELLTOWER INC COM | $13.68万 | 0.00% | 603 | 47 | 8.5% | $1.07万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $13.69万 | 0.00% | 3,868 | -1 | -0.0% | -$35 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $13.70万 | 0.00% | 12,600 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $13.78万 | 0.00% | 792 | -25 | -3.1% | -$4,348 | 减仓 |
| HAL | HALLIBURTON CO COM | $13.79万 | 0.00% | 4,061 | 234 | 6.1% | $7,945 | 加仓 |
| ROKU | ROKU INC COM CL A | $13.81万 | 0.00% | 1,000 | -802 | -44.5% | -$11.08万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $13.93万 | 0.00% | 2,215 | 5 | 0.2% | $314 | 加仓 |
| ADSK | AUTODESK INC COM | $13.96万 | 0.00% | 718 | -124 | -14.7% | -$2.41万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $13.98万 | 0.00% | 217 | 42 | 24.0% | $2.71万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $14.01万 | 0.00% | 1,960 | -908 | -31.7% | -$6.49万 | 减仓 |
| RDNT | RADNET INC COM | $14.18万 | 0.00% | 2,300 | 2,300 | — | $14.18万 | 新建仓 |
| COHR | COHERENT CORP COM | $14.24万 | 0.00% | 361 | -100 | -21.7% | -$3.94万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $14.24万 | 0.00% | 3,855 | 232 | 6.4% | $8,572 | 加仓 |
| CWB | SPDR SERIES TRUST ST STR CONV ETF | $14.27万 | 0.00% | 1,324 | 1 | 0.1% | $108 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $14.33万 | 0.00% | 392 | 1 | 0.3% | $365 | 加仓 |
| ILMN | ILLUMINA INC COM | $14.33万 | 0.00% | 815 | -115 | -12.4% | -$2.02万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I COM | $14.45万 | 0.00% | 1,282 | 180 | 16.3% | $2.03万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBETA US LG | $14.48万 | 0.00% | 1,021 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC CL A | $14.52万 | 0.00% | 2,446 | -1,389 | -36.2% | -$8.25万 | 减仓 |
| — | PROSHARES TR SHRT 20 YR TRE | $14.54万 | 0.00% | 6,000 | 2,000 | 50.0% | $4.85万 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I COM | $14.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $14.66万 | 0.00% | 6,472 | 378 | 6.2% | $8,562 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $14.77万 | 0.00% | 4,683 | -10,229 | -68.6% | -$32.25万 | 减仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $14.89万 | 0.00% | 1,090 | 925 | 560.6% | $12.64万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $14.92万 | 0.00% | 1,962 | 1 | 0.1% | $76 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $14.96万 | 0.00% | 2,136 | -585 | -21.5% | -$4.10万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH | $15.00万 | 0.00% | 4,054 | 2,274 | 127.8% | $8.41万 | 加仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $15.00万 | 0.00% | 1,362 | 1,362 | — | $15.00万 | 新建仓 |
| FLOT | ISHARES TR FLTG RATE NT ETF | $15.05万 | 0.00% | 2,948 | 2,515 | 580.8% | $12.84万 | 加仓 |
| NTR | NUTRIEN LTD COM | $15.27万 | 0.00% | 2,426 | -4,863 | -66.7% | -$30.61万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS | $15.35万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $15.38万 | 0.00% | 1,158 | 332 | 40.2% | $4.41万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $15.44万 | 0.00% | 1,725 | -1,832 | -51.5% | -$16.39万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $15.62万 | 0.00% | 921 | 508 | 123.0% | $8.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS EXTEND MKT ETF | $15.71万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR CORE S&P US GWT | $15.74万 | 0.00% | 837 | 837 | — | $15.74万 | 新建仓 |
| CIEN | CIENA CORP COM NEW | $15.75万 | 0.00% | 321 | 91 | 39.6% | $4.46万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $15.84万 | 0.00% | 3,332 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT | $15.85万 | 0.00% | 1,693 | 2 | 0.1% | $187 | 加仓 |
| XME | SPDR SERIES TRUST ST STR SP METAL | $15.86万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM | $15.89万 | 0.00% | 934 | 1 | 0.1% | $170 | 加仓 |
| INGR | INGREDION INC COM | $15.91万 | 0.00% | 1,680 | 30 | 1.8% | $2,841 | 加仓 |
| SR | SPIRE INC COM | $16.01万 | 0.00% | 2,050 | -285 | -12.2% | -$2.23万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR INTERNL DIVID | $16.22万 | 0.00% | 5,113 | 5,113 | — | $16.22万 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $16.90万 | 0.00% | 824 | -20 | -2.4% | -$4,102 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $16.91万 | 0.00% | 2,239 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL | $16.96万 | 0.00% | 1,490 | 0 | 0.0% | — | 不变 |