13F 机构持仓

Crestwood Advisors Group, LLC

BOSTON MA · SEC CIK 0001426853

2026Q22026Q1 更早 9 个季度 🔒
$59.45亿2026Q1 申报市值
766持仓数
30.7%前十大占比 · 第一大 5.9%
106 / 17新建仓 / 清仓
申报市值走势$67.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.9%
IVV 4.8%
GOOGL 3.5%
MSFT 3.3%
NVDA 3.0%
AMZN 2.9%
VSLU 2.0%
AGG 1.9%
GOOG 1.7%
V 1.6%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$5,513.35万
AZN 新建仓+$4,592.52万
VSLU 加仓+$3,447.34万
NVDA 加仓+$3,099.84万
INTU 加仓+$1,552.60万

2026Q1 卖出最多 按季末市值估算

AZN 清仓-$4,525.59万
CRM 减仓-$2,416.43万
ADBE 减仓-$1,624.61万
ROP 减仓-$1,165.31万
TXN 减仓-$895.07万

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
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -246,142-100.0% -$4,525.59万 清仓
— CIDARA THERAPEUTICS INC COM NEW $00.00%0 -7,683-100.0% -$169.71万 清仓
— CYBERARK SOFTWARE LTD SHS $00.00%0 -2,412-100.0% -$107.59万 清仓
— EXACT SCIENCES CORP COM $00.00%0 -6,046-100.0% -$61.40万 清仓
— COMERICA INC COM $00.00%0 -4,465-100.0% -$38.82万 清仓
FOXA FOX CORP CL A COM $00.00%0 —— — 申报中断
GEN GEN DIGITAL INC COM $00.00%0 —— — 申报中断
BBY BEST BUY INC COM $00.00%0 —— — 申报中断
SBAC SBA COMMUNICATIONS CORP CL A $00.00%0 —— — 申报中断
EFX EQUIFAX INC COM $00.00%0 -1,322-100.0% -$28.68万 清仓
HEI HEICO CORP NEW COM $00.00%0 -886-100.0% -$28.67万 清仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $00.00%0 -7,231-100.0% -$28.56万 清仓
RGEN REPLIGEN CORP COM $00.00%0 -1,715-100.0% -$28.10万 清仓
NTAP NETAPP INC COM $00.00%0 —— — 申报中断
AYI ACUITY INC COM $00.00%0 —— — 申报中断
ORI OLD REP INTL CORP COM $00.00%0 —— — 申报中断
AWI ARMSTRONG WORLD INDS INC NEW COM $00.00%0 -1,230-100.0% -$23.51万 清仓
PRU PRUDENTIAL FINL INC COM $00.00%0 —— — 申报中断
FICO FAIR ISAAC CORP COM $00.00%0 —— — 申报中断
CNC CENTENE CORP DEL COM $00.00%0 —— — 申报中断
KRC KILROY RLTY CORP COM $00.00%0 —— — 申报中断
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $00.00%0 -4,275-100.0% -$22.40万 清仓
TRU TRANSUNION COM $00.00%0 -2,567-100.0% -$22.01万 清仓
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF $00.00%0 —— — 申报中断
DBX DROPBOX INC CL A $00.00%0 —— — 申报中断
FSLR FIRST SOLAR INC COM $00.00%0 -833-100.0% -$21.77万 清仓
RPM RPM INTL INC COM $00.00%0 —— — 申报中断
UDR UDR INC COM $00.00%0 —— — 申报中断
WTW WILLIS TOWERS WATSON PLC LTD SHS $00.00%0 -641-100.0% -$21.07万 清仓
ACIW ACI WORLDWIDE INC COM $00.00%0 —— — 申报中断
AXON AXON ENTERPRISE INC COM $00.00%0 —— — 申报中断
BIDU BAIDU INC SPON ADR REP A $00.00%0 -1,556-100.0% -$20.33万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -2,950-100.0% -$20.17万 清仓
FLO FLOWERS FOODS INC COM $00.00%0 —— — 申报中断
— JAMF HLDG CORP COM $00.00%0 -10,909-100.0% -$14.19万 清仓
— NEW FORTRESS ENERGY INC COM CL A 看涨期权 $5900.00%1,000 00.0% — 不变
— VERDE CLEAN FUELS INC WT EXP 021528 $1,3000.00%62,222 00.0% — 不变
— ONCOLYTICS BIOTECH INC COM NEW $8,4880.00%10,000 10,000— $8,488 新建仓
ABEV AMBEV SA SPONSORED ADR $3.58万0.00%12,254 12,254— $3.58万 新建仓
CERT CERTARA INC COM $6.99万0.00%12,257 12,257— $6.99万 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $7.37万0.00%14,651 2,09716.7% $1.05万 加仓
— NEW FORTRESS ENERGY INC COM CL A $8.89万0.00%150,763 1190.1% $70 加仓
TDOC TELADOC HEALTH INC COM $9.36万0.00%17,172 17,172— $9.36万 新建仓
NMR NOMURA HLDGS INC SPONSORED ADR $9.37万0.00%11,874 11,874— $9.37万 新建仓
PRME PRIME MEDICINE INC COM $11.27万0.00%32,374 4011.3% $1,395 加仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $11.49万0.00%19,142 19,142— $11.49万 新建仓
WIT WIPRO LTD SPON ADR 1 SH $11.72万0.00%55,295 24,11177.3% $5.11万 加仓
OBDC BLUE OWL CAPITAL CORPORATION COM $12.65万0.00%11,434 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $12.68万0.00%11,253 11,253— $12.68万 新建仓
GBDC GOLUB CAP BDC INC COM $13.18万0.00%10,414 00.0% — 不变
— GREAT ELM CAP CORP COM NEW $13.34万0.00%26,625 00.0% — 不变
— FLEXIBLE SOLUTIONS INTL INC COM $13.60万0.00%25,181 25,181— $13.60万 新建仓
— LEGGETT & PLATT INC COM $14.47万0.00%14,641 -1,157-7.3% -$1.14万 减仓
LPL LG DISPLAY CO LTD SPONS ADR REP $14.74万0.00%37,991 15,96072.4% $6.19万 加仓
INFY INFOSYS LTD SPONSORED ADR $15.64万0.00%11,578 11,578— $15.64万 新建仓
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $16.21万0.00%20,419 6,48346.5% $5.15万 加仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $16.29万0.00%27,239 8,60546.2% $5.15万 加仓
HUN HUNTSMAN CORP COM $16.93万0.00%12,718 12,718— $16.93万 新建仓
NVCR NOVOCURE LTD ORD SHS $17.24万0.00%15,813 15,813— $17.24万 新建仓
CCCC C4 THERAPEUTICS INC COM STK $17.50万0.00%66,536 00.0% — 不变
PK PARK HOTELS & RESORTS INC COM $17.97万0.00%17,069 17,069— $17.97万 新建仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $19.01万0.00%21,173 1,6728.6% $1.50万 加仓
AGO ASSURED GUARANTY LTD COM $20.04万0.00%2,460 2,460— $20.04万 新建仓
CCL CARNIVAL CORP COMMON STOCK $20.05万0.00%7,747 -3,264-29.6% -$8.45万 减仓
WRB BERKLEY W R CORP COM $20.07万0.00%3,028 -28-0.9% -$1,856 减仓
CNP CENTERPOINT ENERGY INC COM $20.28万0.00%4,698 4,698— $20.28万 新建仓
DVA DAVITA INC COM $20.38万0.00%1,326 1,326— $20.38万 新建仓
EPAM EPAM SYS INC COM $20.42万0.00%1,508 -220-12.7% -$2.98万 减仓
POWL POWELL INDS INC COM $20.45万0.00%378 378— $20.45万 新建仓
AJG GALLAGHER ARTHUR J & CO COM $20.47万0.00%945 945— $20.47万 新建仓
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $20.49万0.00%1,084 1,084— $20.49万 新建仓
VMRK EQUITY RESIDENTIAL SH BEN INT $20.51万0.00%3,468 3,468— $20.51万 新建仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $20.55万0.00%6,738 6,738— $20.55万 新建仓
GPN GLOBAL PMTS INC COM $20.63万0.00%3,065 3,065— $20.63万 新建仓
UNM UNUM GROUP COM $20.63万0.00%2,825 431.5% $3,140 加仓
TNL TRAVEL PLUS LEISURE CO COM $20.65万0.00%2,984 2,984— $20.65万 新建仓
— QORVO INC COM $20.72万0.00%2,677 1877.5% $1.45万 加仓
NVO NOVO-NORDISK A S ADR $20.76万0.00%5,649 -166-2.9% -$6,101 减仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $20.82万0.00%3,197 3,197— $20.82万 新建仓
EQT EQT CORP COM $20.93万0.00%3,289 3,289— $20.93万 新建仓
— AVALONBAY CMNTYS INC COM $20.97万0.00%1,284 1,284— $20.97万 新建仓
XBI STATE STREET SPDR S&P BIOTECH ETF $21.20万0.00%1,660 1,660— $21.20万 新建仓
ROL ROLLINS INC COM $21.32万0.00%3,991 -412-9.4% -$2.20万 减仓
OSK OSHKOSH CORP COM $21.32万0.00%1,448 1,448— $21.32万 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $21.32万0.00%5,759 5,759— $21.32万 新建仓
PPG PPG INDS INC COM $21.35万0.00%1,998 1,998— $21.35万 新建仓
HOOD ROBINHOOD MKTS INC COM CL A $21.37万0.00%3,084 81435.9% $5.64万 加仓
DPZ DOMINOS PIZZA INC COM $21.46万0.00%598 598— $21.46万 新建仓
P EVERPURE INC CL A $21.46万0.00%3,635 1,03840.0% $6.13万 重新持有
CALF PACER US SMALL CAP CASH COWS ETF $21.51万0.00%4,794 00.0% — 不变
LII LENNOX INTL INC COM $21.55万0.00%464 -35-7.0% -$1.63万 减仓
CPT CAMDEN PPTY TR SH BEN INT $21.67万0.00%2,219 -128-5.5% -$1.25万 减仓
MGK VANGUARD MEGA CAP GROWTH ETF $21.69万0.00%590 590— $21.69万 新建仓
CHEF CHEFS WHSE INC COM $21.69万0.00%3,649 170.5% $1,011 加仓
SAN BANCO SANTANDER SA ADR $21.71万0.00%19,244 4,48730.4% $5.06万 加仓
VMC VULCAN MATLS CO COM $21.78万0.00%800 800— $21.78万 新建仓
GWRE GUIDEWIRE SOFTWARE INC COM $21.85万0.00%1,461 1,461— $21.85万 新建仓
EXPD EXPEDITORS INTL WASH INC COM $21.89万0.00%1,528 1,528— $21.89万 新建仓
CMPR CIMPRESS PLC SHS EURO $22.00万0.00%3,014 -15-0.5% -$1,095 减仓
SGOL ABRDN PHYSICAL GOLD SHARES ETF $22.10万0.00%4,952 00.0% — 不变