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 |
|---|---|---|---|---|---|---|---|---|
| GNR | SPDR INDEX SHS FDS STATE STREET SPD | $3.03万 | 0.00% | 406 | 406 | — | $3.03万 | 新建仓 |
| ATRO | ASTRONICS CORP COM | $3.01万 | 0.00% | 451 | 27 | 6.4% | $1,802 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.00万 | 0.00% | 245 | 115 | 88.5% | $1.41万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF | $2.98万 | 0.00% | 322 | -1,038 | -76.3% | -$9.62万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU SPONSORED ADS | $2.96万 | 0.00% | 222 | 5 | 2.3% | $666 | 加仓 |
| RWT | REDWOOD TRUST INC COM | $2.94万 | 0.00% | 5,248 | 5,248 | — | $2.94万 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $2.93万 | 0.00% | 172 | 124 | 258.3% | $2.11万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX | $2.86万 | 0.00% | 394 | 161 | 69.1% | $1.17万 | 加仓 |
| HEI | HEICO CORP NEW COM | $2.85万 | 0.00% | 104 | 84 | 420.0% | $2.30万 | 加仓 |
| TDC | TERADATA CORP DEL COM | $2.83万 | 0.00% | 1,105 | 306 | 38.3% | $7,843 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2.83万 | 0.00% | 334 | -12 | -3.5% | -$1,015 | 减仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $2.80万 | 0.00% | 607 | 607 | — | $2.80万 | 新建仓 |
| PRI | PRIMERICA INC COM | $2.79万 | 0.00% | 111 | 14 | 14.4% | $3,514 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $2.78万 | 0.00% | 824 | 73 | 9.7% | $2,461 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $2.77万 | 0.00% | 16 | -6 | -27.3% | -$1.04万 | 减仓 |
| TTC | TORO CO COM | $2.77万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC COM | $2.76万 | 0.00% | 475 | 69 | 17.0% | $4,010 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH | $2.75万 | 0.00% | 137 | 59 | 75.6% | $1.18万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2.73万 | 0.00% | 359 | -366 | -50.5% | -$2.79万 | 减仓 |
| FELE | FRANKLIN ELEC INC COM | $2.73万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.72万 | 0.00% | 217 | -117 | -35.0% | -$1.47万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.72万 | 0.00% | 146 | -105 | -41.8% | -$1.95万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $2.70万 | 0.00% | 449 | -24,450 | -98.2% | -$147.10万 | 减仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $2.68万 | 0.00% | 686 | 103 | 17.7% | $4,025 | 加仓 |
| CRI | CARTERS INC COM | $2.67万 | 0.00% | 747 | 747 | — | $2.67万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2.61万 | 0.00% | 1,324 | 1,269 | 2,307.3% | $2.51万 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $2.60万 | 0.00% | 222 | 222 | — | $2.60万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX | $2.59万 | 0.00% | 473 | 210 | 79.8% | $1.15万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $2.57万 | 0.00% | 1,203 | 65 | 5.7% | $1,390 | 加仓 |
| EAT | BRINKER INTL INC COM | $2.57万 | 0.00% | 180 | 29 | 19.2% | $4,140 | 加仓 |
| TXT | TEXTRON INC COM | $2.56万 | 0.00% | 292 | -26 | -8.2% | -$2,277 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $2.56万 | 0.00% | 575 | -521 | -47.5% | -$2.32万 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $2.54万 | 0.00% | 345 | 345 | — | $2.54万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $2.53万 | 0.00% | 922 | 434 | 88.9% | $1.19万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX | $2.53万 | 0.00% | 108 | 51 | 89.5% | $1.19万 | 加仓 |
| SCHL | SCHOLASTIC CORP COM | $2.52万 | 0.00% | 646 | 646 | — | $2.52万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC COM | $2.52万 | 0.00% | 169 | 169 | — | $2.52万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | $2.51万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $2.50万 | 0.00% | 207 | 207 | — | $2.50万 | 新建仓 |
| HEGD | LISTED FDS TR SWAN HEDGED EQTY | $2.48万 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC CLASS A COM | $2.48万 | 0.00% | 3,085 | 108 | 3.6% | $867 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $2.48万 | 0.00% | 3,063 | 476 | 18.4% | $3,846 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $2.47万 | 0.00% | 1,664 | -105 | -5.9% | -$1,558 | 减仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $2.46万 | 0.00% | 262 | -93 | -26.2% | -$8,736 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $2.46万 | 0.00% | 58 | 58 | — | $2.46万 | 新建仓 |
| PRLB | PROTO LABS INC COM | $2.45万 | 0.00% | 430 | 430 | — | $2.45万 | 新建仓 |
| GAP | GAP INC COM | $2.42万 | 0.00% | 1,000 | -29 | -2.8% | -$702 | 减仓 |
| NEOG | NEOGEN CORP COM | $2.42万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR ACTIVEBETA EME | $2.41万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC COM | $2.40万 | 0.00% | 85 | 12 | 16.4% | $3,388 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II VAR RATE PFD | $2.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.39万 | 0.00% | 84 | -75 | -47.2% | -$2.13万 | 减仓 |
| INCY | INCYTE CORP COM | $2.38万 | 0.00% | 253 | -502 | -66.5% | -$4.72万 | 减仓 |
| MC | MOELIS & CO CL A | $2.36万 | 0.00% | 415 | 21 | 5.3% | $1,197 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $2.34万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE CL A SHS | $2.34万 | 0.00% | 950 | 950 | — | $2.34万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2.33万 | 0.00% | 135 | 2 | 1.5% | $345 | 加仓 |
| VCYT | VERACYTE INC COM | $2.32万 | 0.00% | 720 | 33 | 4.8% | $1,063 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS VNG RUS1000VAL | $2.31万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $2.27万 | 0.00% | 198 | -4 | -2.0% | -$459 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $2.24万 | 0.00% | 21 | -84 | -80.0% | -$8.97万 | 减仓 |
| FLOT | ISHARES TR FLTG RATE NT ETF | $2.21万 | 0.00% | 433 | 115 | 36.2% | $5,859 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $2.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $2.15万 | 0.00% | 268 | 220 | 458.3% | $1.76万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC COM | $2.15万 | 0.00% | 2,383 | 2,383 | — | $2.15万 | 新建仓 |
| DOX | AMDOCS LTD SHS | $2.13万 | 0.00% | 327 | 94 | 40.3% | $6,127 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $2.11万 | 0.00% | 642 | 69 | 12.0% | $2,272 | 加仓 |
| FIGS | FIGS INC CL A | $2.11万 | 0.00% | 1,429 | 180 | 14.4% | $2,659 | 加仓 |
| OKTA | OKTA INC CL A | $2.11万 | 0.00% | 268 | -114 | -29.8% | -$8,973 | 减仓 |
| IVZ | INVESCO LTD SHS | $2.11万 | 0.00% | 868 | 69 | 8.6% | $1,676 | 加仓 |
| — | ABERDEEN INDIA FD INC COM | $2.09万 | 0.00% | 1,848 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $2.06万 | 0.00% | 152 | 49 | 47.6% | $6,635 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS VNG RUS1000GRW | $2.05万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $2.05万 | 0.00% | 151 | 11 | 7.9% | $1,490 | 加仓 |
| HBCP | HOMEBANCORP INC COM | $2.04万 | 0.00% | 336 | 38 | 12.8% | $2,303 | 加仓 |
| RBA | RB GLOBAL INC COM | $2.03万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $2.03万 | 0.00% | 765 | 314 | 69.6% | $8,324 | 加仓 |
| LVHI | LEGG MASON ETF INVT FRANKLIN INTL LW | $2.03万 | 0.00% | 500 | 500 | — | $2.03万 | 新建仓 |
| RUN | SUNRUN INC COM | $1.99万 | 0.00% | 1,471 | 309 | 26.6% | $4,190 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT ADDE | $1.99万 | 0.00% | 1,800 | -3,600 | -66.7% | -$3.98万 | 减仓 |
| QQQI | NEOS ETF TRUST NASDAQ 100 HIGH | $1.99万 | 0.00% | 400 | 400 | — | $1.99万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.99万 | 0.00% | 336 | 2 | 0.6% | $118 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS | $1.97万 | 0.00% | 1,162 | 1,100 | 1,774.2% | $1.87万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.96万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR SP SMCP600VL ETF | $1.96万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO COM NEW | $1.93万 | 0.00% | 274 | 274 | — | $1.93万 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $1.93万 | 0.00% | 165 | 1 | 0.6% | $117 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $1.92万 | 0.00% | 635 | 79 | 14.2% | $2,393 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $1.91万 | 0.00% | 111 | -3 | -2.6% | -$518 | 减仓 |
| CGNX | COGNEX CORP COM | $1.91万 | 0.00% | 390 | 390 | — | $1.91万 | 新建仓 |
| CPAY | CORPAY INC COM SHS | $1.89万 | 0.00% | 65 | 59 | 983.3% | $1.72万 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $1.89万 | 0.00% | 51 | 51 | — | $1.89万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC 500 GRTH IDX F | $1.88万 | 0.00% | 46 | 46 | — | $1.88万 | 新建仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM COM | $1.88万 | 0.00% | 355 | -136 | -27.7% | -$7,183 | 减仓 |
| ROG | ROGERS CORP COM | $1.87万 | 0.00% | 174 | 24 | 16.0% | $2,576 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $1.86万 | 0.00% | 191 | 191 | — | $1.86万 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $1.85万 | 0.00% | 522 | -1,178 | -69.3% | -$4.18万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1.85万 | 0.00% | 152 | 119 | 360.6% | $1.45万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $1.85万 | 0.00% | 161 | 161 | — | $1.85万 | 新建仓 |
| TILE | INTERFACE INC COM | $1.83万 | 0.00% | 736 | 89 | 13.8% | $2,219 | 加仓 |