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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $4.80亿 | 5.45% | 1,889,977 | 201 | 0.0% | $5.10万 | 加仓 |
| PVAL | PUTNAM ETF TRUST FOCUSED LAR CAP | $3.58亿 | 4.07% | 7,723,844 | 870,989 | 12.7% | $4,041.39万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3.37亿 | 3.83% | 911,352 | 5,820 | 0.6% | $215.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2.87亿 | 3.26% | 1,644,633 | 28,275 | 1.7% | $493.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $2.87亿 | 3.26% | 656,256 | 45,776 | 7.5% | $1,999.45万 | 加仓 |
| EMXC | ISHARES INC MSCI EMRG CHN | $2.02亿 | 2.29% | 2,563,346 | 7,741 | 0.3% | $60.89万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.98亿 | 2.25% | 950,831 | 14,530 | 1.6% | $302.62万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $1.96亿 | 2.22% | 2,013,223 | 61,992 | 3.2% | $602.13万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.88亿 | 2.14% | 653,826 | 5,661 | 0.9% | $162.79万 | 加仓 |
| AVGO | BROADCOM INC COM | $1.66亿 | 1.88% | 534,726 | 24,368 | 4.8% | $754.21万 | 加仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $1.63亿 | 1.85% | 1,273,878 | -165,968 | -11.5% | -$2,126.38万 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $1.55亿 | 1.76% | 590,093 | 22,134 | 3.9% | $579.73万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.44亿 | 1.63% | 501,631 | -3,254 | -0.6% | -$93.34万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1.40亿 | 1.59% | 327,378 | -18,643 | -5.4% | -$794.94万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.27亿 | 1.44% | 441,989 | 820 | 0.2% | $23.55万 | 加仓 |
| META | META PLATFORMS INC CL A | $1.19亿 | 1.35% | 207,473 | 112 | 0.1% | $6.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.18亿 | 1.33% | 180,721 | -15,354 | -7.8% | -$998.53万 | 减仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $1.09亿 | 1.24% | 825,346 | -6,023 | -0.7% | -$79.80万 | 减仓 |
| V | VISA INC COM CL A | $1.05亿 | 1.20% | 348,688 | -3,864 | -1.1% | -$116.79万 | 减仓 |
| GLW | CORNING INC COM | $1.05亿 | 1.19% | 772,482 | -42,205 | -5.2% | -$573.86万 | 减仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR | $1.03亿 | 1.17% | 2,150,058 | 272,223 | 14.5% | $1,299.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.00亿 | 1.14% | 341,392 | -2,889 | -0.8% | -$84.98万 | 减仓 |
| LLY | ELI LILLY & CO COM | $9,551.81万 | 1.08% | 103,850 | 178 | 0.2% | $16.37万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $9,296.30万 | 1.06% | 435,078 | 32,020 | 7.9% | $684.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $8,813.19万 | 1.00% | 88,448 | -1,984 | -2.2% | -$197.69万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $8,532.91万 | 0.97% | 412,417 | -15,324 | -3.6% | -$317.05万 | 减仓 |
| — | EXXON MOBIL CORP COM | $8,529.54万 | 0.97% | 502,743 | 32,142 | 6.8% | $545.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $7,921.77万 | 0.90% | 158,543 | -2,490 | -1.5% | -$124.42万 | 减仓 |
| ABBV | ABBVIE INC COM | $7,793.27万 | 0.89% | 358,328 | -7,197 | -2.0% | -$156.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $7,556.90万 | 0.86% | 309,152 | -5,101 | -1.6% | -$124.69万 | 减仓 |
| WMT | WALMART INC COM | $6,450.46万 | 0.73% | 519,026 | -1,518 | -0.3% | -$18.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6,207.86万 | 0.71% | 129,546 | -2,682 | -2.0% | -$128.52万 | 减仓 |
| HD | HOME DEPOT INC COM | $5,908.81万 | 0.67% | 179,659 | 1,195 | 0.7% | $39.30万 | 加仓 |
| ETN | EATON CORP PLC SHS | $5,585.81万 | 0.63% | 156,172 | 45 | 0.0% | $1.61万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $5,547.71万 | 0.63% | 558,851 | -462,227 | -45.3% | -$4,588.53万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $5,421.92万 | 0.62% | 721,960 | -7,601 | -1.0% | -$57.08万 | 减仓 |
| CSCO | CISCO SYS INC COM | $5,315.13万 | 0.60% | 685,027 | 45,297 | 7.1% | $351.46万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $5,004.56万 | 0.57% | 1,026,576 | -3,191 | -0.3% | -$15.56万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $4,869.31万 | 0.55% | 1,587,128 | -260,088 | -14.1% | -$797.95万 | 减仓 |
| KLAC | KLA CORP COM NEW | $4,662.45万 | 0.53% | 31,665 | 7,048 | 28.6% | $1,037.77万 | 加仓 |
| KO | COCA COLA CO COM | $4,639.89万 | 0.53% | 610,111 | -5,614 | -0.9% | -$42.69万 | 减仓 |
| ORCL | ORACLE CORP COM | $4,506.23万 | 0.51% | 306,317 | -23,211 | -7.0% | -$341.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $4,467.56万 | 0.51% | 270,204 | -13,171 | -4.6% | -$217.77万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $4,283.43万 | 0.49% | 381,224 | 6,657 | 1.8% | $74.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4,114.91万 | 0.47% | 136,039 | -518 | -0.4% | -$15.67万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $4,089.22万 | 0.46% | 165,502 | 22,754 | 15.9% | $562.21万 | 加仓 |
| NFLX | NETFLIX INC. COM | $4,040.10万 | 0.46% | 420,187 | 7,390 | 1.8% | $71.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3,999.23万 | 0.45% | 86,753 | 2,931 | 3.5% | $135.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $3,923.97万 | 0.45% | 725,988 | 13,640 | 1.9% | $73.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $3,909.26万 | 0.44% | 270,650 | 15,169 | 5.9% | $219.10万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET | $3,908.48万 | 0.44% | 178,698 | -6,558 | -3.5% | -$143.44万 | 减仓 |
| MRK | MERCK & CO INC COM | $3,620.03万 | 0.41% | 300,942 | 84,945 | 39.3% | $1,021.80万 | 加仓 |
| CMI | CUMMINS INC COM | $3,572.50万 | 0.41% | 66,401 | 447 | 0.7% | $24.05万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3,481.07万 | 0.40% | 265,569 | 1,216 | 0.5% | $15.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3,379.62万 | 0.38% | 366,116 | 2,159 | 0.6% | $19.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $3,233.70万 | 0.37% | 412,409 | -34,986 | -7.8% | -$274.33万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $3,129.45万 | 0.36% | 110,281 | 1,277 | 1.2% | $36.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $3,078.33万 | 0.35% | 51,516 | -98 | -0.2% | -$5.86万 | 减仓 |
| NOW | SERVICENOW INC COM | $3,061.68万 | 0.35% | 292,844 | -7,809 | -2.6% | -$81.64万 | 减仓 |
| MCD | MCDONALDS CORP COM | $3,045.32万 | 0.35% | 97,987 | 694 | 0.7% | $21.57万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $2,956.25万 | 0.34% | 7,022 | -208 | -2.9% | -$87.57万 | 减仓 |
| LOW | LOWES COS INC COM | $2,950.95万 | 0.34% | 124,892 | -1,516 | -1.2% | -$35.82万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $2,879.50万 | 0.33% | 218,144 | -7,560 | -3.3% | -$99.79万 | 减仓 |
| GEV | GE VERNOVA INC COM | $2,870.44万 | 0.33% | 32,884 | 3,324 | 11.2% | $290.15万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2,837.43万 | 0.32% | 146,154 | 10,622 | 7.8% | $206.22万 | 加仓 |
| C | CITIGROUP INC COM NEW | $2,830.55万 | 0.32% | 249,585 | 17,657 | 7.6% | $200.25万 | 加仓 |
| TSLA | TESLA INC COM | $2,810.98万 | 0.32% | 75,615 | 6,102 | 8.8% | $226.84万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2,723.73万 | 0.31% | 542,576 | 34,891 | 6.9% | $175.15万 | 加仓 |
| MCO | MOODYS CORP COM | $2,711.26万 | 0.31% | 62,149 | 386 | 0.6% | $16.84万 | 加仓 |
| UNP | UNION PAC CORP COM | $2,707.19万 | 0.31% | 111,581 | -1,438 | -1.3% | -$34.89万 | 减仓 |
| DIS | DISNEY WALT CO COM | $2,602.64万 | 0.30% | 270,039 | 12,115 | 4.7% | $116.76万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2,573.80万 | 0.29% | 88,241 | 384 | 0.4% | $11.20万 | 加仓 |
| RTX | RTX CORPORATION COM | $2,557.90万 | 0.29% | 132,603 | 13,297 | 11.1% | $256.50万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $2,549.20万 | 0.29% | 78,213 | -2,579 | -3.2% | -$84.06万 | 减仓 |
| AMGN | AMGEN INC COM | $2,539.74万 | 0.29% | 72,183 | -3,818 | -5.0% | -$134.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,531.34万 | 0.29% | 118,475 | -6,056 | -4.9% | -$129.39万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,467.00万 | 0.28% | 76,962 | -2,199 | -2.8% | -$70.49万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $2,423.16万 | 0.28% | 127,804 | 1,012 | 0.8% | $19.19万 | 加仓 |
| — | HONEYWELL INTL INC COM | $2,411.34万 | 0.27% | 106,682 | 1,660 | 1.6% | $37.52万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2,390.75万 | 0.27% | 110,386 | 3,228 | 3.0% | $69.91万 | 加仓 |
| TJX | TJX COS INC NEW COM | $2,376.42万 | 0.27% | 148,805 | -1,158 | -0.8% | -$18.49万 | 减仓 |
| EVRG | EVERGY INC COM | $2,335.98万 | 0.27% | 285,153 | -31,358 | -9.9% | -$256.88万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $2,293.01万 | 0.26% | 264,629 | 3,988 | 1.5% | $34.56万 | 加仓 |
| CME | CME GROUP INC COM | $2,281.48万 | 0.26% | 77,247 | 2,202 | 2.9% | $65.04万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2,249.38万 | 0.26% | 68,456 | 1,630 | 2.4% | $53.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2,233.09万 | 0.25% | 82,527 | 9,013 | 12.3% | $243.88万 | 加仓 |
| BA | BOEING CO COM | $2,208.38万 | 0.25% | 110,957 | 88,370 | 391.2% | $1,758.83万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN COM | $2,169.07万 | 0.25% | 137,911 | 4,855 | 3.6% | $76.36万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $2,147.78万 | 0.24% | 189,884 | 901 | 0.5% | $10.19万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,131.37万 | 0.24% | 339,661 | -13,005 | -3.7% | -$81.61万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $2,130.73万 | 0.24% | 66,975 | 2,848 | 4.4% | $90.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,129.33万 | 0.24% | 87,847 | 709 | 0.8% | $17.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2,072.16万 | 0.24% | 42,157 | 3,842 | 10.0% | $188.85万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,042.35万 | 0.23% | 166,342 | -623 | -0.4% | -$7.65万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2,037.12万 | 0.23% | 59,021 | -3,388 | -5.4% | -$116.94万 | 减仓 |
| VV | VANGUARD INDEX FDS LARGE CAP ETF | $2,030.29万 | 0.23% | 67,937 | -579 | -0.8% | -$17.30万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $2,017.50万 | 0.23% | 41,606 | 80 | 0.2% | $3.88万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1,954.90万 | 0.22% | 57,196 | 10,616 | 22.8% | $362.84万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $1,927.58万 | 0.22% | 91,290 | -178 | -0.2% | -$3.76万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1,835.18万 | 0.21% | 67,749 | 27,842 | 69.8% | $754.18万 | 加仓 |