Crestwood Advisors Group, LLC
BOSTON MA · SEC CIK 0001426853
$67.44亿2026Q2 申报市值
880持仓数
31.9%前十大占比 · 第一大 5.9%
137 / 41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
IVV 加仓+$2,990.39万
HONA 新建仓+$2,528.74万
XOM 新建仓+$2,297.87万
EMXC 加仓+$1,980.84万
TDG 加仓+$1,684.73万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$3,233.60万
EXXON MOBIL CORP 清仓-$2,588.15万
BKNG 减仓-$2,579.12万
HON 减仓-$2,411.91万
CME 减仓-$1,895.16万
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP CL A | $7,334.75万 | 1.09% | 415,991 | -8,064 | -1.9% | -$142.18万 | 减仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $7,987.22万 | 1.18% | 1,023,610 | 20,260 | 2.0% | $158.09万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $8,032.86万 | 1.19% | 3,526,231 | 70,263 | 2.0% | $160.06万 | 加仓 |
| QLTY | GMO US QUALITY ETF | $8,205.98万 | 1.22% | 1,971,647 | 201,927 | 11.4% | $840.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8,515.43万 | 1.26% | 170,178 | -25,996 | -13.3% | -$1,300.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $8,999.03万 | 1.33% | 274,922 | 7,997 | 3.0% | $261.77万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.00亿 | 1.49% | 1,742,537 | 15,890 | 0.9% | $91.64万 | 加仓 |
| V | VISA INC COM CL A | $1.10亿 | 1.63% | 319,578 | -4,766 | -1.5% | -$163.52万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.10亿 | 1.63% | 364,068 | -44,272 | -10.8% | -$1,335.59万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.16亿 | 1.72% | 267,669 | -10,096 | -3.6% | -$437.47万 | 减仓 |
| AVGO | BROADCOM INC COM | $1.19亿 | 1.76% | 314,413 | 3,127 | 1.0% | $118.12万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.19亿 | 1.77% | 1,207,232 | 67,990 | 6.0% | $672.97万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.24亿 | 1.84% | 351,926 | 6,490 | 1.9% | $229.31万 | 加仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1.38亿 | 2.05% | 2,986,485 | 162,155 | 5.7% | $749.91万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1.74亿 | 2.58% | 240,264 | -44,727 | -15.7% | -$3,233.60万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.87亿 | 2.77% | 783,936 | -44,467 | -5.4% | -$1,059.83万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2.04亿 | 3.03% | 547,463 | 11,543 | 2.2% | $430.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2.04亿 | 3.03% | 1,021,922 | -964 | -0.1% | -$19.29万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2.51亿 | 3.72% | 702,017 | -25,985 | -3.6% | -$928.61万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3.56亿 | 5.28% | 475,264 | 39,931 | 9.2% | $2,990.39万 | 加仓 |
| AAPL | APPLE INC COM | $3.96亿 | 5.88% | 1,369,680 | -23,068 | -1.7% | -$667.48万 | 减仓 |