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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC COM | $6,205 | 0.00% | 34 | 32 | 1,600.0% | $5,840 | 加仓 |
| — | PERMIANVILLE RTY TR TR UNIT | $6,183 | 0.00% | 3,659 | 65 | 1.8% | $110 | 加仓 |
| FEZ | SPDR INDEX SHS FDS ST STR EU 50 ETF | $6,181 | 0.00% | 90 | 90 | — | $6,181 | 新建仓 |
| OII | OCEANEERING INTL INC COM | $6,078 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | $6,064 | 0.00% | 151 | -1,304 | -89.6% | -$5.24万 | 重新持有 |
| VMC | VULCAN MATLS CO COM | $5,930 | 0.00% | 20 | 6 | 42.9% | $1,779 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $5,926 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP UNIT PAR | $5,860 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $5,798 | 0.00% | 16 | 2 | 14.3% | $725 | 加仓 |
| HYMB | SPDR SERIES TRUST ST NUVE HIGH ETF | $5,673 | 0.00% | 223 | 223 | — | $5,673 | 新建仓 |
| IBN | ICICI BANK LIMITED ADR | $5,576 | 0.00% | 192 | -1,138 | -85.6% | -$3.30万 | 减仓 |
| VG | VENTURE GLOBAL INC COM CL A | $5,565 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $5,506 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $5,439 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $5,358 | 0.00% | 15 | -95 | -86.4% | -$3.39万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5,254 | 0.00% | 23 | -123 | -84.2% | -$2.81万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $5,213 | 0.00% | 20 | 20 | — | $5,213 | 新建仓 |
| COPX | GLOBAL X FDS GLOBAL X COPPER | $5,157 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC COM NEW | $5,140 | 0.00% | 500 | 500 | — | $5,140 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $5,110 | 0.00% | 4 | -1 | -20.0% | -$1,278 | 减仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $5,023 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $4,935 | 0.00% | 172 | 33 | 23.7% | $947 | 加仓 |
| BCS | BARCLAYS PLC ADR | $4,918 | 0.00% | 183 | 2 | 1.1% | $54 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $4,863 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F INTRNL RES EQT | $4,784 | 0.00% | 58 | 58 | — | $4,784 | 新建仓 |
| — | ORION PROPERTIES INC COM | $4,767 | 0.00% | 1,649 | 8 | 0.5% | $23 | 加仓 |
| BIZD | VANECK ETF TRUST BDC INCOME ETF | $4,710 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $4,698 | 0.00% | 262 | -2,827 | -91.5% | -$5.07万 | 减仓 |
| — | NERDY INC CL A COM | $4,581 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 | $4,269 | 0.00% | 70 | 14 | 25.0% | $854 | 加仓 |
| EWY | ISHARES INC MSCI STH KOR ETF | $4,182 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $4,154 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST ST STR SP BIOT | $4,115 | 0.00% | 26 | 26 | — | $4,115 | 新建仓 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $4,080 | 0.00% | 31 | -176 | -85.0% | -$2.32万 | 减仓 |
| WU | WESTERN UN CO COM | $4,043 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE SHS | $4,027 | 0.00% | 40 | -36 | -47.4% | -$3,624 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $3,978 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC COM NEW | $3,942 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $3,900 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $3,900 | 0.00% | 11 | 6 | 120.0% | $2,127 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $3,863 | 0.00% | 33 | -377 | -92.0% | -$4.41万 | 减仓 |
| LEN/B | LENNAR CORP CL B | $3,815 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $3,726 | 0.00% | 109 | 109 | — | $3,726 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $3,518 | 0.00% | 49 | -550 | -91.8% | -$3.95万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $3,505 | 0.00% | 83 | 12 | 16.9% | $507 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $3,482 | 0.00% | 83 | 16 | 23.9% | $671 | 加仓 |
| GDX | VANECK ETF TRUST GOLD MINERS ETF | $3,471 | 0.00% | 46 | -18 | -28.1% | -$1,358 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $3,393 | 0.00% | 12 | -16 | -57.1% | -$4,524 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $3,369 | 0.00% | 89 | 8 | 9.9% | $303 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $3,367 | 0.00% | 252 | -4,348 | -94.5% | -$5.81万 | 减仓 |
| BLBD | BLUE BIRD CORP COM | $3,316 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $3,309 | 0.00% | 56 | 9 | 19.1% | $532 | 加仓 |
| DEI | DOUGLAS EMMETT INC COM | $3,251 | 0.00% | 276 | 6 | 2.2% | $71 | 加仓 |
| CACI | CACI INTL INC CL A | $3,243 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $3,238 | 0.00% | 27 | 27 | — | $3,238 | 新建仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $3,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $3,056 | 0.00% | 319 | 2 | 0.6% | $19 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I COM | $3,054 | 0.00% | 56 | 10 | 21.7% | $545 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $3,011 | 0.00% | 127 | 123 | 3,075.0% | $2,916 | 重新持有 |
| DFIS | DIMENSIONAL ETF TRUST INTL SMALL CAP E | $2,978 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,954 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR GLB INFRASTR ETF | $2,864 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV SHS | $2,810 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $2,761 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $2,708 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK UNIT | $2,666 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $2,614 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $2,602 | 0.00% | 78 | 3 | 4.0% | $100 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $2,557 | 0.00% | 99 | -1,159 | -92.1% | -$2.99万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $2,554 | 0.00% | 25 | 9 | 56.2% | $919 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2,437 | 0.00% | 18 | -2 | -10.0% | -$271 | 减仓 |
| FOX | FOX CORP CL B COM | $2,436 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF | $2,425 | 0.00% | 61 | 61 | — | $2,425 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $2,349 | 0.00% | 86 | -9 | -9.5% | -$246 | 减仓 |
| FOXA | FOX CORP CL A COM | $2,347 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $2,337 | 0.00% | 84 | -681 | -89.0% | -$1.89万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $2,331 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL | $2,307 | 0.00% | 54 | 54 | — | $2,307 | 新建仓 |
| CENX | CENTURY ALUM CO COM | $2,208 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC CL A | $2,204 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2,202 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | BIG SKY INDL INC COM | $2,200 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $2,197 | 0.00% | 28 | -81 | -74.3% | -$6,356 | 减仓 |
| ITA | ISHARES TR US AER DEF ETF | $2,185 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC COM | $2,174 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC COM | $2,143 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $2,132 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $2,088 | 0.00% | 25 | -108 | -81.2% | -$9,020 | 减仓 |
| SPDW | SPDR INDEX SHS FDS ST STR PO EX ETF | $2,066 | 0.00% | 41 | -5,503 | -99.3% | -$27.73万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $2,041 | 0.00% | 13 | -20 | -60.6% | -$3,140 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $2,031 | 0.00% | 50 | -5 | -9.1% | -$203 | 减仓 |
| VCR | VANGUARD WORLD FD CONSUM DIS ETF | $1,983 | 0.00% | 5 | -17 | -77.3% | -$6,742 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,969 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR ST STR TOTAL ETF | $1,816 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC COM | $1,816 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD INDUSTRIAL ETF | $1,802 | 0.00% | 5 | -1,129 | -99.6% | -$40.69万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $1,771 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $1,750 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC COM | $1,740 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,735 | 0.00% | 176 | 0 | 0.0% | — | 不变 |