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 |
|---|---|---|---|---|---|---|---|---|
| EXPE | EXPEDIA GROUP INC COM NEW | $38.24万 | 0.01% | 1,656 | 14 | 0.9% | $3,232 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $38.29万 | 0.01% | 1,814 | -188 | -9.4% | -$3.97万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $38.33万 | 0.01% | 963 | -98 | -9.2% | -$3.90万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $38.58万 | 0.01% | 549 | 549 | — | $38.58万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $38.58万 | 0.01% | 2,765 | 427 | 18.3% | $5.96万 | 加仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $38.64万 | 0.01% | 5,243 | 776 | 17.4% | $5.72万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $38.88万 | 0.01% | 1,835 | 191 | 11.6% | $4.05万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $38.89万 | 0.01% | 4,075 | -515 | -11.2% | -$4.92万 | 减仓 |
| PAYX | PAYCHEX INC COM | $39.06万 | 0.01% | 4,241 | 1,545 | 57.3% | $14.23万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $39.10万 | 0.01% | 8,023 | 986 | 14.0% | $4.80万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $39.20万 | 0.01% | 4,927 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $39.32万 | 0.01% | 3,331 | 1,335 | 66.9% | $15.76万 | 加仓 |
| RMD | RESMED INC COM | $39.88万 | 0.01% | 1,776 | 297 | 20.1% | $6.67万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $39.93万 | 0.01% | 2,106 | 90 | 4.5% | $1.71万 | 加仓 |
| — | COTERRA ENERGY INC COM | $40.25万 | 0.01% | 11,455 | 2,553 | 28.7% | $8.97万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $40.53万 | 0.01% | 1,385 | -56 | -3.9% | -$1.64万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $40.66万 | 0.01% | 5,978 | 1,342 | 28.9% | $9.13万 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $40.67万 | 0.01% | 2,346 | 354 | 17.8% | $6.14万 | 加仓 |
| WAT | WATERS CORP COM | $40.71万 | 0.01% | 1,367 | 83 | 6.5% | $2.47万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $40.85万 | 0.01% | 4,437 | 765 | 20.8% | $7.04万 | 加仓 |
| RNG | RINGCENTRAL INC CL A | $40.89万 | 0.01% | 10,996 | 10,996 | — | $40.89万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC COM | $40.90万 | 0.01% | 4,538 | 348 | 8.3% | $3.14万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $40.99万 | 0.01% | 10,128 | -122 | -1.2% | -$4,937 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $41.23万 | 0.01% | 11,705 | 2,754 | 30.8% | $9.70万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $41.50万 | 0.01% | 686 | 92 | 15.5% | $5.57万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $41.65万 | 0.01% | 2,125 | -577 | -21.4% | -$11.31万 | 减仓 |
| EGP | EASTGROUP PPTYS INC COM | $41.66万 | 0.01% | 2,251 | 318 | 16.5% | $5.89万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $41.87万 | 0.01% | 9,258 | 1,331 | 16.8% | $6.02万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $42.13万 | 0.01% | 11,133 | -4,259 | -27.7% | -$16.12万 | 减仓 |
| PSX | PHILLIPS 66 COM | $42.67万 | 0.01% | 2,342 | 197 | 9.2% | $3.59万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $42.89万 | 0.01% | 6,990 | 1,058 | 17.8% | $6.49万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $42.91万 | 0.01% | 18,023 | -1,064 | -5.6% | -$2.53万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $42.95万 | 0.01% | 4,475 | 971 | 27.7% | $9.32万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $43.07万 | 0.01% | 5,786 | -5,342 | -48.0% | -$39.76万 | 减仓 |
| BOH | BANK HAWAII CORP COM | $43.46万 | 0.01% | 5,853 | 507 | 9.5% | $3.76万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $43.48万 | 0.01% | 3,814 | -68 | -1.8% | -$7,751 | 减仓 |
| TWLO | TWILIO INC CL A | $43.55万 | 0.01% | 3,461 | 1,923 | 125.0% | $24.20万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $43.86万 | 0.01% | 6,748 | 1,630 | 31.8% | $10.60万 | 加仓 |
| PCG | PG&E CORP COM | $43.86万 | 0.01% | 24,965 | 2,278 | 10.0% | $4.00万 | 加仓 |
| FFIV | F5 INC COM | $43.89万 | 0.01% | 1,517 | 566 | 59.5% | $16.38万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $44.07万 | 0.01% | 2,323 | 275 | 13.4% | $5.22万 | 加仓 |
| KVUE | KENVUE INC COM | $44.09万 | 0.01% | 25,577 | -22,756 | -47.1% | -$39.23万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $44.12万 | 0.01% | 844 | 322 | 61.7% | $16.83万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $44.31万 | 0.01% | 5,712 | 523 | 10.1% | $4.06万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $44.78万 | 0.01% | 6,990 | -171 | -2.4% | -$1.10万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $45.13万 | 0.01% | 1,312 | 261 | 24.8% | $8.98万 | 加仓 |
| HAL | HALLIBURTON CO COM | $45.15万 | 0.01% | 11,581 | 899 | 8.4% | $3.51万 | 加仓 |
| RAL | RALLIANT CORP COM | $45.22万 | 0.01% | 10,884 | -2,052 | -15.9% | -$8.53万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $45.24万 | 0.01% | 12,311 | -10,516 | -46.1% | -$38.65万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $45.31万 | 0.01% | 4,888 | 4,888 | — | $45.31万 | 新建仓 |
| JBL | JABIL INC COM | $45.40万 | 0.01% | 1,709 | 289 | 20.4% | $7.68万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $45.41万 | 0.01% | 8,839 | 2,103 | 31.2% | $10.80万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $45.43万 | 0.01% | 9,029 | 1,108 | 14.0% | $5.58万 | 加仓 |
| AN | AUTONATION INC COM | $45.46万 | 0.01% | 2,328 | -60 | -2.5% | -$1.17万 | 减仓 |
| BIIB | BIOGEN INC COM | $45.48万 | 0.01% | 2,481 | 287 | 13.1% | $5.26万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $45.86万 | 0.01% | 2,515 | -41 | -1.6% | -$7,476 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $45.99万 | 0.01% | 1,406 | 203 | 16.9% | $6.64万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $46.42万 | 0.01% | 6,701 | 1,536 | 29.7% | $10.64万 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $46.76万 | 0.01% | 22,027 | 7,335 | 49.9% | $15.57万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $46.82万 | 0.01% | 17,049 | 3,962 | 30.3% | $10.88万 | 加仓 |
| PCAR | PACCAR INC COM | $46.83万 | 0.01% | 4,054 | 151 | 3.9% | $1.74万 | 加仓 |
| KKR | KKR & CO INC COM | $47.38万 | 0.01% | 5,122 | -463 | -8.3% | -$4.28万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $47.59万 | 0.01% | 1,390 | -419 | -23.2% | -$14.35万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $47.60万 | 0.01% | 3,928 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $47.61万 | 0.01% | 2,153 | -1,745 | -44.8% | -$38.59万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $47.70万 | 0.01% | 2,629 | 656 | 33.2% | $11.90万 | 加仓 |
| TRMB | TRIMBLE INC COM | $47.72万 | 0.01% | 7,315 | 4,115 | 128.6% | $26.84万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $47.78万 | 0.01% | 4,857 | 598 | 14.0% | $5.88万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $48.25万 | 0.01% | 2,308 | -205 | -8.2% | -$4.29万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $48.33万 | 0.01% | 821 | 395 | 92.7% | $23.25万 | 加仓 |
| WAB | WABTEC COM | $48.38万 | 0.01% | 1,936 | 118 | 6.5% | $2.95万 | 加仓 |
| PTC | PTC INC COM | $48.56万 | 0.01% | 3,408 | 2,004 | 142.7% | $28.56万 | 加仓 |
| — | HOLOGIC INC COM | $48.77万 | 0.01% | 6,452 | 283 | 4.6% | $2.14万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $48.86万 | 0.01% | 1,286 | 163 | 14.5% | $6.19万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $49.16万 | 0.01% | 4,995 | -3,216 | -39.2% | -$31.65万 | 减仓 |
| AZO | AUTOZONE INC COM | $49.65万 | 0.01% | 147 | -14 | -8.7% | -$4.73万 | 减仓 |
| NDAQ | NASDAQ INC COM | $49.92万 | 0.01% | 5,881 | 1,022 | 21.0% | $8.68万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $50.11万 | 0.01% | 5,154 | -802 | -13.5% | -$7.80万 | 减仓 |
| WELL | WELLTOWER INC COM | $50.15万 | 0.01% | 2,536 | 162 | 6.8% | $3.20万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $50.16万 | 0.01% | 4,152 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $50.37万 | 0.01% | 5,032 | 179 | 3.7% | $1.79万 | 加仓 |
| EME | EMCOR GROUP INC COM | $50.57万 | 0.01% | 685 | 300 | 77.9% | $22.15万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $50.60万 | 0.01% | 743 | 58 | 8.5% | $3.95万 | 加仓 |
| AFL | AFLAC INC COM | $51.11万 | 0.01% | 4,659 | 416 | 9.8% | $4.56万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $51.47万 | 0.01% | 5,008 | 328 | 7.0% | $3.37万 | 加仓 |
| COR | CENCORA INC COM | $51.49万 | 0.01% | 1,639 | 171 | 11.6% | $5.37万 | 加仓 |
| AMJB | ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | $51.55万 | 0.01% | 14,913 | -14,311 | -49.0% | -$49.47万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $51.60万 | 0.01% | 2,480 | 422 | 20.5% | $8.78万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $51.95万 | 0.01% | 20,988 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $52.01万 | 0.01% | 1,559 | 33 | 2.2% | $1.10万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $52.43万 | 0.01% | 1,132 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $52.87万 | 0.01% | 981 | 346 | 54.5% | $18.65万 | 加仓 |
| GRMN | GARMIN LTD SHS | $53.12万 | 0.01% | 2,290 | 1,199 | 109.9% | $27.82万 | 加仓 |
| GM | GENERAL MTRS CO COM | $53.14万 | 0.01% | 7,133 | 1,072 | 17.7% | $7.99万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $53.56万 | 0.01% | 9,113 | 1,602 | 21.3% | $9.42万 | 加仓 |
| FTNT | FORTINET INC COM | $53.76万 | 0.01% | 6,579 | 2,019 | 44.3% | $16.50万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $53.86万 | 0.01% | 740 | 18 | 2.5% | $1.31万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $54.01万 | 0.01% | 7,096 | -7,499 | -51.4% | -$57.07万 | 减仓 |
| EBAY | EBAY INC. COM | $54.50万 | 0.01% | 5,988 | 2,146 | 55.9% | $19.53万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $54.80万 | 0.01% | 1,886 | 474 | 33.6% | $13.77万 | 加仓 |