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 |
|---|---|---|---|---|---|---|---|---|
| GLPI | GAMING & LEISURE P COM | $1.03万 | 0.00% | 233 | 94 | 67.6% | $4,166 | 加仓 |
| ICLR | ICON PLC SHS | $1.02万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $1.01万 | 0.00% | 78 | 12 | 18.2% | $1,556 | 加仓 |
| CLB | CORE LABORATORIES INC COM | $1.01万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC COM | $1.00万 | 0.00% | 311 | 311 | — | $1.00万 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $9,976 | 0.00% | 461 | 207 | 81.5% | $4,479 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $9,968 | 0.00% | 123 | 123 | — | $9,968 | 新建仓 |
| TBUX | T ROWE PRICE ETF INC ULTRA SHRT TRM | $9,950 | 0.00% | 200 | 200 | — | $9,950 | 新建仓 |
| BTU | PEABODY ENGR CORP COM | $9,887 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS COM | $9,870 | 0.00% | 1,000 | 1,000 | — | $9,870 | 新建仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML | $9,865 | 0.00% | 230 | 230 | — | $9,865 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $9,802 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST STATE STREET SPD | $9,789 | 0.00% | 30 | 30 | — | $9,789 | 新建仓 |
| PD | PAGERDUTY INC COM | $9,669 | 0.00% | 1,557 | 349 | 28.9% | $2,167 | 加仓 |
| HEDJ | WISDOMTREE TR EUROPE HEDGED EQ | $9,623 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D CL A | $9,489 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | SKILLSOFT CORP CL A | $9,485 | 0.00% | 2,211 | 2,211 | — | $9,485 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III MANAGD MUN ETF | $9,460 | 0.00% | 187 | 2 | 1.1% | $101 | 加仓 |
| CALF | PACER FDS TR US SMALL CAP CAS | $9,423 | 0.00% | 210 | 210 | — | $9,423 | 新建仓 |
| CAIE | CALAMOS ETF TR AUTOCALLABLE INC | $9,302 | 0.00% | 370 | 370 | — | $9,302 | 新建仓 |
| MHK | MOHAWK INDS INC COM | $9,255 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $9,134 | 0.00% | 52 | -229 | -81.5% | -$4.02万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD INDLS PROD DUR | $9,069 | 0.00% | 111 | 111 | — | $9,069 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,042 | 0.00% | 100 | -994 | -90.9% | -$8.99万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC COM | $9,018 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $8,964 | 0.00% | 89 | 89 | — | $8,964 | 新建仓 |
| BLKB | BLACKBAUD INC COM | $8,842 | 0.00% | 229 | 16 | 7.5% | $618 | 加仓 |
| CAVA | CAVA GROUP INC COM | $8,818 | 0.00% | 109 | 70 | 179.5% | $5,663 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C COM | $8,646 | 0.00% | 363 | -1,822 | -83.4% | -$4.34万 | 减仓 |
| CPRT | COPART INC COM | $8,566 | 0.00% | 258 | 141 | 120.5% | $4,681 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $8,543 | 0.00% | 182 | -74 | -28.9% | -$3,474 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $8,450 | 0.00% | 28 | -120 | -81.1% | -$3.62万 | 减仓 |
| MOO | VANECK ETF TRUST AGRIBUSINESS ETF | $8,450 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $8,296 | 0.00% | 41 | -11 | -21.2% | -$2,226 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD HLTH CARE ALPH | $8,240 | 0.00% | 75 | 49 | 188.5% | $5,383 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $8,108 | 0.00% | 56 | 56 | — | $8,108 | 新建仓 |
| OVV | OVINTIV INC COM | $8,105 | 0.00% | 137 | 85 | 163.5% | $5,029 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN | $8,012 | 0.00% | 371 | 3 | 0.8% | $65 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT | $7,961 | 0.00% | 160 | 2 | 1.3% | $100 | 加仓 |
| VCR | VANGUARD WORLD FD CONSUM DIS ETF | $7,911 | 0.00% | 22 | 22 | — | $7,911 | 新建仓 |
| VG | VENTURE GLOBAL INC COM CL A | $7,880 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS LONG TERM BOND | $7,841 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $7,813 | 0.00% | 112 | -1 | -0.9% | -$70 | 减仓 |
| RVTY | REVVITY INC COM | $7,797 | 0.00% | 89 | -215 | -70.7% | -$1.88万 | 减仓 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $7,701 | 0.00% | 165 | 165 | — | $7,701 | 新建仓 |
| DINO | HF SINCLAIR CORP COM | $7,591 | 0.00% | 122 | 68 | 125.9% | $4,231 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $7,554 | 0.00% | 244 | 1 | 0.4% | $31 | 加仓 |
| WKC | WORLD KINECT CORPORATION COM | $7,482 | 0.00% | 324 | 2 | 0.6% | $46 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $7,335 | 0.00% | 75 | -7 | -8.5% | -$685 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC AAA CLO FLTNG RT | $7,071 | 0.00% | 277 | 277 | — | $7,071 | 新建仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $6,946 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE SHS | $6,854 | 0.00% | 76 | -53 | -41.1% | -$4,780 | 减仓 |
| CDW | CDW CORP COM | $6,801 | 0.00% | 56 | 35 | 166.7% | $4,251 | 加仓 |
| — | PERMIANVILLE RTY TR TR UNIT | $6,650 | 0.00% | 3,594 | 84 | 2.4% | $155 | 加仓 |
| AGNC | AGNC INVT CORP COM | $6,624 | 0.00% | 660 | -140 | -17.5% | -$1,405 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $6,306 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP CL A | $6,293 | 0.00% | 261 | 16 | 6.5% | $386 | 加仓 |
| BINC | BLACKROCK ETF TRUST II ISHARES FLEXIBLE | $6,284 | 0.00% | 121 | 121 | — | $6,284 | 新建仓 |
| BAI | BLACKROCK ETF TRUST ISHARES A I INNO | $6,195 | 0.00% | 188 | 188 | — | $6,195 | 新建仓 |
| XSW | SPDR SERIES TRUST STATE STREET SPD | $5,976 | 0.00% | 42 | 42 | — | $5,976 | 新建仓 |
| SAIA | SAIA INC COM | $5,972 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $5,963 | 0.00% | 858 | -536 | -38.5% | -$3,725 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $5,908 | 0.00% | 92 | -158 | -63.2% | -$1.01万 | 减仓 |
| — | QORVO INC COM | $5,882 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST GOLD MINERS ETF | $5,873 | 0.00% | 64 | 64 | — | $5,873 | 新建仓 |
| UNG | UNITED STS NAT GAS FD LP UNIT PAR | $5,865 | 0.00% | 500 | -175 | -25.9% | -$2,053 | 减仓 |
| COUR | COURSERA INC COM | $5,855 | 0.00% | 1,006 | 48 | 5.0% | $279 | 加仓 |
| FIVN | FIVE9 INC COM | $5,810 | 0.00% | 383 | 48 | 14.3% | $728 | 加仓 |
| TRP | TC ENERGY CORP COM | $5,532 | 0.00% | 88 | 18 | 25.7% | $1,132 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $5,511 | 0.00% | 793 | 793 | — | $5,511 | 新建仓 |
| THRO | BLACKROCK ETF TRUST ISHARES US THEMA | $5,435 | 0.00% | 150 | 150 | — | $5,435 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $5,428 | 0.00% | 33 | -83 | -71.6% | -$1.37万 | 减仓 |
| OII | OCEANEERING INTL INC COM | $5,321 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $5,313 | 0.00% | 88 | 83 | 1,660.0% | $5,011 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $5,298 | 0.00% | 159 | 66 | 71.0% | $2,199 | 加仓 |
| PODD | INSULET CORP COM | $5,246 | 0.00% | 25 | 23 | 1,150.0% | $4,826 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST EQUITY DEFINED P | $5,233 | 0.00% | 180 | 180 | — | $5,233 | 新建仓 |
| COPX | GLOBAL X FDS GLOBAL X COPPER | $5,115 | 0.00% | 67 | 67 | — | $5,115 | 新建仓 |
| — | INNOVATOR ETFS TRUST EQUITY DEFINED P | $5,108 | 0.00% | 200 | 200 | — | $5,108 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $4,965 | 0.00% | 23 | 15 | 187.5% | $3,238 | 加仓 |
| BIZD | VANECK ETF TRUST BDC INCOME ETF | $4,762 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $4,745 | 0.00% | 14 | -8 | -36.4% | -$2,711 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $4,707 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS | $4,645 | 0.00% | 165 | 1 | 0.6% | $28 | 加仓 |
| WU | WESTERN UN CO COM | $4,583 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $4,524 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $4,496 | 0.00% | 302 | -46 | -13.2% | -$685 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $4,486 | 0.00% | 239 | -1,540 | -86.6% | -$2.89万 | 减仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $4,446 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $4,376 | 0.00% | 139 | 139 | — | $4,376 | 新建仓 |
| SPTL | SPDR SERIES TRUST STATE STREET SPD | $4,313 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $4,308 | 0.00% | 68 | -467 | -87.3% | -$2.96万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $4,286 | 0.00% | 999 | 108 | 12.1% | $463 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE COM | $4,255 | 0.00% | 161 | 13 | 8.8% | $344 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $4,220 | 0.00% | 100 | -11 | -9.9% | -$464 | 减仓 |
| — | NERDY INC CL A COM | $4,081 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD ENERGY ETF | $3,999 | 0.00% | 23 | 23 | — | $3,999 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $3,833 | 0.00% | 14 | -4 | -22.2% | -$1,095 | 减仓 |
| BCS | BARCLAYS PLC ADR | $3,824 | 0.00% | 181 | -66 | -26.7% | -$1,394 | 减仓 |
| CACI | CACI INTL INC CL A | $3,807 | 0.00% | 7 | 7 | — | $3,807 | 新建仓 |