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 |
|---|---|---|---|---|---|---|---|---|
| BF/B | BROWN FORMAN CORP CL B | $21.08万 | 0.00% | 7,911 | 7,911 | — | $21.08万 | 新建仓 |
| RDY | DR REDDYS LABS LTD ADR | $21.14万 | 0.00% | 14,589 | -4,407 | -23.2% | -$6.39万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $21.39万 | 0.00% | 2,554 | 2,554 | — | $21.39万 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $21.44万 | 0.00% | 961 | 961 | — | $21.44万 | 新建仓 |
| CNA | CNA FINL CORP COM | $21.45万 | 0.00% | 4,412 | 4,412 | — | $21.45万 | 新建仓 |
| RVTY | REVVITY INC COM | $21.56万 | 0.00% | 1,938 | 1,938 | — | $21.56万 | 新建仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $21.59万 | 0.00% | 2,456 | -494 | -16.7% | -$4.34万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $21.65万 | 0.00% | 5,859 | 586 | 11.1% | $2.17万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $21.65万 | 0.00% | 1,490 | 1,490 | — | $21.65万 | 新建仓 |
| TDOC | TELADOC HEALTH INC COM | $21.65万 | 0.00% | 25,536 | 8,364 | 48.7% | $7.09万 | 加仓 |
| WSO | WATSCO INC COM | $21.67万 | 0.00% | 520 | -93 | -15.2% | -$3.88万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $21.80万 | 0.00% | 605 | 605 | — | $21.80万 | 新建仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $21.97万 | 0.00% | 3,912 | -498 | -11.3% | -$2.80万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $21.97万 | 0.00% | 392 | 34 | 9.5% | $1.91万 | 重新持有 |
| WIT | WIPRO LTD SPON ADR 1 SH | $22.05万 | 0.00% | 98,020 | 42,725 | 77.3% | $9.61万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $22.08万 | 0.00% | 1,794 | 333 | 22.8% | $4.10万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $22.10万 | 0.00% | 1,283 | 1,283 | — | $22.10万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $22.19万 | 0.00% | 4,134 | -359 | -8.0% | -$1.93万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $22.22万 | 0.00% | 2,909 | 2,909 | — | $22.22万 | 新建仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $22.39万 | 0.00% | 6,455 | 6,455 | — | $22.39万 | 新建仓 |
| COO | COOPER COS INC COM | $22.56万 | 0.00% | 3,146 | 3,146 | — | $22.56万 | 新建仓 |
| DBX | DROPBOX INC CL A | $22.78万 | 0.00% | 8,292 | 410 | 5.2% | $1.13万 | 重新持有 |
| RPM | RPM INTL INC COM | $22.80万 | 0.00% | 2,051 | -27 | -1.3% | -$3,001 | 重新持有 |
| GDDY | GODADDY INC CL A | $22.81万 | 0.00% | 2,687 | 2,687 | — | $22.81万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $22.91万 | 0.00% | 2,408 | 2,408 | — | $22.91万 | 新建仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $23.00万 | 0.00% | 1,728 | 0 | 0.0% | — | 重新持有 |
| UBS | UBS GROUP AG SHS | $23.05万 | 0.00% | 4,651 | 4,651 | — | $23.05万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $23.07万 | 0.00% | 574 | 574 | — | $23.07万 | 新建仓 |
| BPOP | POPULAR INC COM NEW | $23.08万 | 0.00% | 1,406 | 1,406 | — | $23.08万 | 新建仓 |
| DOW | DOW | $23.09万 | 0.00% | 8,441 | 774 | 10.1% | $2.12万 | 加仓 |
| MORN | MORNINGSTAR INC COM | $23.11万 | 0.00% | 1,481 | 1,481 | — | $23.11万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP COM | $23.19万 | 0.00% | 3,381 | 3,381 | — | $23.19万 | 新建仓 |
| VICI | VICI PPTYS INC COM | $23.19万 | 0.00% | 8,735 | 8,735 | — | $23.19万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $23.20万 | 0.00% | 4,426 | 4,426 | — | $23.20万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $23.21万 | 0.00% | 5,761 | -200 | -3.4% | -$8,058 | 减仓 |
| MDB | MONGODB INC CL A | $23.33万 | 0.00% | 695 | -281 | -28.8% | -$9.43万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $23.33万 | 0.00% | 858 | 858 | — | $23.33万 | 新建仓 |
| O | REALTY INCOME CORP COM | $23.40万 | 0.00% | 3,777 | -197 | -5.0% | -$1.22万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $23.43万 | 0.00% | 8,200 | 8,200 | — | $23.43万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $23.45万 | 0.00% | 6,738 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $23.46万 | 0.00% | 5,877 | 130 | 2.3% | $5,190 | 重新持有 |
| AMJB | ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | $23.52万 | 0.00% | 6,818 | -8,095 | -54.3% | -$27.92万 | 减仓 |
| G | GENPACT LIMITED SHS | $23.62万 | 0.00% | 8,589 | 1,754 | 25.7% | $4.82万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $23.63万 | 0.00% | 1,948 | 1,948 | — | $23.63万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $23.69万 | 0.00% | 5,997 | -2,026 | -25.3% | -$8.00万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $23.70万 | 0.00% | 2,506 | -1,569 | -38.5% | -$14.84万 | 减仓 |
| IX | ORIX CORP SPONSORED ADR | $23.82万 | 0.00% | 6,261 | 6,261 | — | $23.82万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC COM | $24.00万 | 0.00% | 5,449 | 751 | 16.0% | $3.31万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $24.02万 | 0.00% | 5,870 | 675 | 13.0% | $2.76万 | 重新持有 |
| AXTA | AXALTA COATING SYS LTD COM | $24.07万 | 0.00% | 7,034 | 7,034 | — | $24.07万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $24.17万 | 0.00% | 3,133 | 3,133 | — | $24.17万 | 新建仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $24.26万 | 0.00% | 4,794 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C COM | $24.34万 | 0.00% | 2,803 | 2,803 | — | $24.34万 | 新建仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $24.34万 | 0.00% | 4,330 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $24.44万 | 0.00% | 2,035 | -2,019 | -49.8% | -$24.25万 | 减仓 |
| SAP | SAP SE SPON ADR | $24.45万 | 0.00% | 1,587 | -24 | -1.5% | -$3,698 | 减仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $24.49万 | 0.00% | 3,148 | 3,148 | — | $24.49万 | 新建仓 |
| NVCR | NOVOCURE LTD ORD SHS | $24.59万 | 0.00% | 16,228 | 415 | 2.6% | $6,287 | 加仓 |
| PATK | PATRICK INDS INC COM | $24.60万 | 0.00% | 2,740 | -3,077 | -52.9% | -$27.63万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $24.61万 | 0.00% | 8,334 | 8,334 | — | $24.61万 | 新建仓 |
| ULTA | ULTA BEAUTY INC COM | $24.61万 | 0.00% | 546 | -298 | -35.3% | -$13.43万 | 减仓 |
| YETI | YETI HLDGS INC COM | $24.69万 | 0.00% | 4,981 | 4,981 | — | $24.69万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $24.75万 | 0.00% | 6,733 | -4,400 | -39.5% | -$16.17万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $24.75万 | 0.00% | 2,304 | 2,304 | — | $24.75万 | 新建仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $24.86万 | 0.00% | 7,730 | 7,730 | — | $24.86万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED COM | $24.92万 | 0.00% | 1,966 | 1,966 | — | $24.92万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $24.98万 | 0.00% | 6,396 | -5,915 | -48.0% | -$23.10万 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $25.10万 | 0.00% | 2,352 | 2,352 | — | $25.10万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $25.11万 | 0.00% | 1,356 | -209 | -13.4% | -$3.87万 | 减仓 |
| AYI | ACUITY INC COM | $25.24万 | 0.00% | 670 | -1 | -0.1% | -$377 | 重新持有 |
| UGI | UGI CORP NEW COM | $25.24万 | 0.00% | 7,307 | 7,307 | — | $25.24万 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $25.26万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $25.38万 | 0.00% | 2,605 | 2,605 | — | $25.38万 | 新建仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $25.54万 | 0.00% | 2,770 | -17 | -0.6% | -$1,568 | 减仓 |
| MTG | MGIC INVT CORP WIS COM | $25.64万 | 0.00% | 9,093 | 9,093 | — | $25.64万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $25.83万 | 0.00% | 2,679 | -111 | -4.0% | -$1.07万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $25.89万 | 0.00% | 2,261 | 42 | 1.9% | $4,809 | 加仓 |
| WRB | BERKLEY W R CORP COM | $25.93万 | 0.00% | 3,676 | 648 | 21.4% | $4.57万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $25.95万 | 0.00% | 2,422 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $25.96万 | 0.00% | 2,976 | -2,019 | -40.4% | -$17.61万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $26.01万 | 0.00% | 2,312 | 2,312 | — | $26.01万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $26.03万 | 0.00% | 4,690 | 724 | 18.3% | $4.02万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $26.17万 | 0.00% | 1,483 | -3 | -0.2% | -$529 | 重新持有 |
| NI | NISOURCE INC COM | $26.23万 | 0.00% | 5,517 | 413 | 8.1% | $1.96万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $26.24万 | 0.00% | 5,900 | 5,900 | — | $26.24万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $26.27万 | 0.00% | 1,660 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $26.30万 | 0.00% | 1,539 | 1,539 | — | $26.30万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $26.47万 | 0.00% | 1,811 | -338 | -15.7% | -$4.94万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $26.53万 | 0.00% | 1,373 | -82 | -5.6% | -$1.58万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $26.54万 | 0.00% | 8,789 | 8,789 | — | $26.54万 | 新建仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $26.55万 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA CL A | $26.59万 | 0.00% | 1,709 | 1,709 | — | $26.59万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $26.61万 | 0.00% | 3,917 | 449 | 12.9% | $3.05万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.79万 | 0.00% | 7,916 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $26.83万 | 0.00% | 805 | 805 | — | $26.83万 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $27.02万 | 0.00% | 1,432 | 148 | 11.5% | $2.79万 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $27.03万 | 0.00% | 1,267 | 1,267 | — | $27.03万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $27.07万 | 0.00% | 3,124 | 180 | 6.1% | $1.56万 | 加仓 |
| LII | LENNOX INTL INC COM | $27.07万 | 0.00% | 472 | 8 | 1.7% | $4,587 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $27.08万 | 0.00% | 5,620 | 0 | 0.0% | — | 不变 |