Crestwood Advisors Group, LLC
BOSTON MA · SEC CIK 0001426853
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA CORP COM NEW | $28.53万 | 0.00% | 735 | 735 | — | $28.53万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $28.55万 | 0.00% | 2,551 | 2,551 | — | $28.55万 | 新建仓 |
| IBN | ICICI BANK LIMITED ADR | $28.59万 | 0.00% | 11,037 | 945 | 9.4% | $2.45万 | 加仓 |
| EVRG | EVERGY INC COM | $28.59万 | 0.00% | 3,490 | 382 | 12.3% | $3.13万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $28.61万 | 0.00% | 3,164 | 908 | 40.2% | $8.21万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $28.62万 | 0.00% | 3,713 | 891 | 31.6% | $6.87万 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $28.62万 | 0.00% | 2,159 | 425 | 24.5% | $5.63万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $28.70万 | 0.00% | 1,938 | 1,938 | — | $28.70万 | 新建仓 |
| HQY | HEALTHEQUITY INC COM | $28.80万 | 0.00% | 3,446 | -3,114 | -47.5% | -$26.02万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $28.81万 | 0.00% | 4,048 | 876 | 27.6% | $6.24万 | 加仓 |
| NNN | NNN REIT INC COM | $28.86万 | 0.00% | 6,866 | 829 | 13.7% | $3.48万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $28.90万 | 0.00% | 8,137 | -29 | -0.4% | -$1,030 | 减仓 |
| MAS | MASCO CORP COM | $28.92万 | 0.00% | 4,790 | -2,598 | -35.2% | -$15.68万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $28.92万 | 0.00% | 1,464 | 189 | 14.8% | $3.73万 | 加仓 |
| FIVE | FIVE BELOW INC COM | $28.93万 | 0.00% | 1,266 | 1,266 | — | $28.93万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC COM | $29.00万 | 0.00% | 11,770 | 3,638 | 44.7% | $8.96万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $29.13万 | 0.00% | 2,106 | -6,024 | -74.1% | -$83.32万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $29.18万 | 0.00% | 14,098 | -142 | -1.0% | -$2,939 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $29.27万 | 0.00% | 1,852 | 505 | 37.5% | $7.98万 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $29.55万 | 0.00% | 9,622 | 3,120 | 48.0% | $9.58万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $29.57万 | 0.00% | 2,357 | 366 | 18.4% | $4.59万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $29.62万 | 0.00% | 4,585 | 274 | 6.4% | $1.77万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $29.70万 | 0.00% | 4,493 | 4,493 | — | $29.70万 | 新建仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $29.72万 | 0.00% | 4,463 | 899 | 25.2% | $5.99万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $29.74万 | 0.01% | 3,700 | 820 | 28.5% | $6.59万 | 加仓 |
| TKR | TIMKEN CO COM | $29.75万 | 0.01% | 2,958 | 285 | 10.7% | $2.87万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $29.78万 | 0.01% | 2,508 | 395 | 18.7% | $4.69万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $29.81万 | 0.01% | 11,749 | 460 | 4.1% | $1.17万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $29.89万 | 0.01% | 20,140 | 4,464 | 28.5% | $6.62万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $29.93万 | 0.01% | 14,447 | 1,994 | 16.0% | $4.13万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $30.12万 | 0.01% | 1,854 | 165 | 9.8% | $2.68万 | 加仓 |
| ROKU | ROKU INC COM CL A | $30.30万 | 0.01% | 3,202 | 3,202 | — | $30.30万 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $30.39万 | 0.01% | 1,387 | 1,387 | — | $30.39万 | 新建仓 |
| VSAT | VIASAT INC COM | $30.45万 | 0.01% | 6,648 | 6,648 | — | $30.45万 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $30.72万 | 0.01% | 2,251 | 2,251 | — | $30.72万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $30.85万 | 0.01% | 9,637 | 586 | 6.5% | $1.88万 | 加仓 |
| WDAY | WORKDAY INC CL A | $30.88万 | 0.01% | 2,377 | 1,394 | 141.8% | $18.11万 | 加仓 |
| XYZ | BLOCK INC CL A | $30.96万 | 0.01% | 5,144 | 5,144 | — | $30.96万 | 新建仓 |
| MAIN | MAIN STR CAP CORP COM | $30.97万 | 0.01% | 5,847 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $30.97万 | 0.01% | 7,068 | 2,307 | 48.5% | $10.11万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $31.01万 | 0.01% | 4,330 | 610 | 16.4% | $4.37万 | 加仓 |
| RY | ROYAL BK CDA COM | $31.06万 | 0.01% | 1,920 | 283 | 17.3% | $4.58万 | 加仓 |
| MKSI | MKS INC. COM | $31.07万 | 0.01% | 1,352 | 65 | 5.1% | $1.49万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $31.41万 | 0.01% | 2,155 | 51 | 2.4% | $7,433 | 加仓 |
| DXCM | DEXCOM INC COM | $31.49万 | 0.01% | 5,014 | 5,014 | — | $31.49万 | 新建仓 |
| DT | DYNATRACE INC COM NEW | $31.72万 | 0.01% | 8,577 | 2,731 | 46.7% | $10.10万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $31.85万 | 0.01% | 1,133 | -22 | -1.9% | -$6,184 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $31.92万 | 0.01% | 5,961 | 1,413 | 31.1% | $7.57万 | 加仓 |
| DOW | DOW | $31.93万 | 0.01% | 7,667 | 7,667 | — | $31.93万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $31.96万 | 0.01% | 5,546 | 1,931 | 53.4% | $11.13万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $32.06万 | 0.01% | 2,531 | 884 | 53.7% | $11.20万 | 加仓 |
| TXT | TEXTRON INC COM | $32.13万 | 0.01% | 3,670 | 669 | 22.3% | $5.86万 | 加仓 |
| RUN | SUNRUN INC COM | $32.44万 | 0.01% | 23,920 | -479 | -2.0% | -$6,495 | 减仓 |
| IEV | ISHARES EUROPE ETF | $32.58万 | 0.01% | 4,795 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $32.63万 | 0.01% | 1,093 | 368 | 50.8% | $10.99万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $32.70万 | 0.01% | 8,275 | -320 | -3.7% | -$1.26万 | 减仓 |
| VRSN | VERISIGN INC COM | $32.78万 | 0.01% | 1,320 | 403 | 43.9% | $10.01万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $32.94万 | 0.01% | 7,798 | 2,309 | 42.1% | $9.75万 | 加仓 |
| HUBB | HUBBELL INC COM | $32.98万 | 0.01% | 672 | 98 | 17.1% | $4.81万 | 加仓 |
| D | DOMINION ENERGY INC COM | $33.07万 | 0.01% | 5,349 | 139 | 2.7% | $8,593 | 加仓 |
| KR | KROGER CO COM | $33.10万 | 0.01% | 4,574 | 388 | 9.3% | $2.81万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $33.24万 | 0.01% | 1,208 | 268 | 28.5% | $7.37万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $33.27万 | 0.01% | 3,302 | 296 | 9.8% | $2.98万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $33.31万 | 0.01% | 1,483 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC COM | $33.64万 | 0.01% | 1,343 | 177 | 15.2% | $4.43万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $33.79万 | 0.01% | 4,254 | 365 | 9.4% | $2.90万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $33.92万 | 0.01% | 1,931 | 499 | 34.8% | $8.77万 | 加仓 |
| RHI | ROBERT HALF INC. COM | $33.93万 | 0.01% | 13,358 | 3,231 | 31.9% | $8.21万 | 加仓 |
| TPR | TAPESTRY INC COM | $34.09万 | 0.01% | 2,416 | 609 | 33.7% | $8.59万 | 加仓 |
| SHDG | SOUNDWATCH HEDGED EQUITY ETF | $34.21万 | 0.01% | 11,138 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC COM | $34.43万 | 0.01% | 3,434 | 252 | 7.9% | $2.53万 | 加仓 |
| RBC | RBC BEARINGS INC COM | $34.43万 | 0.01% | 634 | 7 | 1.1% | $3,802 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $34.68万 | 0.01% | 1,433 | 268 | 23.0% | $6.49万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $34.74万 | 0.01% | 1,396 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $34.96万 | 0.01% | 13,279 | 1,536 | 13.1% | $4.04万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $35.02万 | 0.01% | 3,849 | 3,849 | — | $35.02万 | 新建仓 |
| L | LOEWS CORP COM | $35.05万 | 0.01% | 3,284 | 555 | 20.3% | $5.92万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $35.31万 | 0.01% | 3,089 | 25 | 0.8% | $2,858 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $35.80万 | 0.01% | 2,156 | 525 | 32.2% | $8.72万 | 加仓 |
| DTE | DTE ENERGY CO COM | $35.84万 | 0.01% | 2,451 | 275 | 12.6% | $4.02万 | 加仓 |
| INGR | INGREDION INC COM | $36.24万 | 0.01% | 3,217 | 637 | 24.7% | $7.18万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $36.31万 | 0.01% | 4,402 | 1,343 | 43.9% | $11.08万 | 加仓 |
| GIB | CGI INC CL A SUB VTG | $36.37万 | 0.01% | 4,975 | 369 | 8.0% | $2.70万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $36.41万 | 0.01% | 2,316 | 511 | 28.3% | $8.03万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $36.46万 | 0.01% | 3,809 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $36.50万 | 0.01% | 3,958 | 668 | 20.3% | $6.16万 | 加仓 |
| GGG | GRACO INC COM | $36.76万 | 0.01% | 4,342 | 536 | 14.1% | $4.54万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $36.79万 | 0.01% | 7,760 | 4,152 | 115.1% | $19.68万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $36.82万 | 0.01% | 1,974 | 502 | 34.1% | $9.36万 | 加仓 |
| TRGP | TARGA RES CORP COM | $36.86万 | 0.01% | 1,470 | 363 | 32.8% | $9.10万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $36.90万 | 0.01% | 1,287 | 297 | 30.0% | $8.52万 | 加仓 |
| NVR | NVR INC COM | $36.90万 | 0.01% | 56 | 23 | 69.7% | $15.16万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $36.94万 | 0.01% | 4,791 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $37.01万 | 0.01% | 2,559 | 721 | 39.2% | $10.43万 | 加仓 |
| CSX | CSX CORP COM | $37.13万 | 0.01% | 9,045 | 462 | 5.4% | $1.90万 | 加仓 |
| DASH | DOORDASH INC CL A | $37.13万 | 0.01% | 2,473 | 775 | 45.6% | $11.64万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $37.34万 | 0.01% | 3,190 | -19 | -0.6% | -$2,224 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $37.50万 | 0.01% | 1,896 | 311 | 19.6% | $6.15万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $37.53万 | 0.01% | 2,149 | 835 | 63.5% | $14.58万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $37.80万 | 0.01% | 3,962 | -353 | -8.2% | -$3.37万 | 减仓 |