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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD ORD | $46.32万 | 0.01% | 4,773 | 298 | 6.7% | $2.89万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $46.58万 | 0.01% | 2,106 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $46.59万 | 0.01% | 3,137 | 578 | 22.6% | $8.59万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $46.60万 | 0.01% | 950 | 215 | 29.3% | $10.55万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $46.82万 | 0.01% | 4,376 | 1,074 | 32.5% | $11.49万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $47.03万 | 0.01% | 2,333 | 25 | 1.1% | $5,040 | 加仓 |
| D | DOMINION ENERGY INC COM | $47.04万 | 0.01% | 6,888 | 1,539 | 28.8% | $10.51万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS COM | $47.08万 | 0.01% | 13,941 | 13,941 | — | $47.08万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $47.15万 | 0.01% | 7,454 | 2,967 | 66.1% | $18.77万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $47.28万 | 0.01% | 5,185 | 600 | 13.1% | $5.47万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $47.29万 | 0.01% | 721 | 721 | — | $47.29万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $47.39万 | 0.01% | 9,939 | 2,871 | 40.6% | $13.69万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $47.46万 | 0.01% | 2,674 | 743 | 38.5% | $13.19万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $47.87万 | 0.01% | 830 | 9 | 1.1% | $5,191 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $48.01万 | 0.01% | 1,512 | 304 | 25.2% | $9.65万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $48.10万 | 0.01% | 4,302 | 868 | 25.3% | $9.71万 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $48.15万 | 0.01% | 16,435 | 4,665 | 39.6% | $13.67万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $48.23万 | 0.01% | 7,113 | 1,152 | 19.3% | $7.81万 | 加仓 |
| STE | STERIS PLC SHS USD | $48.37万 | 0.01% | 2,297 | 144 | 6.7% | $3.03万 | 加仓 |
| CSX | CSX CORP COM | $48.45万 | 0.01% | 10,194 | 1,149 | 12.7% | $5.46万 | 加仓 |
| CGNX | COGNEX CORP COM | $48.51万 | 0.01% | 6,698 | 1,527 | 29.5% | $11.06万 | 加仓 |
| DTE | DTE ENERGY CO COM | $48.59万 | 0.01% | 3,189 | 738 | 30.1% | $11.24万 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $48.62万 | 0.01% | 16,747 | 5,710 | 51.7% | $16.58万 | 加仓 |
| NDSN | NORDSON CORP COM | $48.66万 | 0.01% | 1,613 | 780 | 93.6% | $23.53万 | 加仓 |
| RNG | RINGCENTRAL INC CL A | $48.73万 | 0.01% | 12,501 | 1,505 | 13.7% | $5.87万 | 加仓 |
| L | LOEWS CORP COM | $48.75万 | 0.01% | 4,306 | 1,022 | 31.1% | $11.57万 | 加仓 |
| NNN | NNN REIT INC COM | $49.04万 | 0.01% | 10,539 | 3,673 | 53.5% | $17.09万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $49.15万 | 0.01% | 737 | 51 | 7.4% | $3.40万 | 加仓 |
| PPG | PPG INDS INC COM | $49.24万 | 0.01% | 4,060 | 2,062 | 103.2% | $25.01万 | 加仓 |
| VRSN | VERISIGN INC COM | $49.26万 | 0.01% | 1,958 | 638 | 48.3% | $16.05万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $49.41万 | 0.01% | 3,755 | -1,504 | -28.6% | -$19.79万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $49.42万 | 0.01% | 22,191 | 22,191 | — | $49.42万 | 新建仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $49.91万 | 0.01% | 4,755 | 1,975 | 71.0% | $20.73万 | 加仓 |
| GRMN | GARMIN LTD SHS | $49.99万 | 0.01% | 2,104 | -186 | -8.1% | -$4.42万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $50.08万 | 0.01% | 2,312 | -584 | -20.2% | -$12.65万 | 减仓 |
| NWSA | NEWS CORP NEW CL A | $50.31万 | 0.01% | 20,263 | 9,087 | 81.3% | $22.56万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $50.41万 | 0.01% | 9,874 | 500 | 5.3% | $2.55万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $50.55万 | 0.01% | 2,702 | -353 | -11.6% | -$6.60万 | 减仓 |
| KRC | KILROY REALTY CORP COM | $50.55万 | 0.01% | 13,491 | 7,423 | 122.3% | $27.81万 | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC COM | $50.79万 | 0.01% | 2,396 | 271 | 12.8% | $5.74万 | 加仓 |
| PHM | PULTE GROUP INC COM | $51.18万 | 0.01% | 3,730 | -2,203 | -37.1% | -$30.23万 | 减仓 |
| WWD | WOODWARD INC COM | $51.39万 | 0.01% | 1,208 | 543 | 81.7% | $23.10万 | 加仓 |
| KKR | KKR & CO INC COM | $51.64万 | 0.01% | 5,627 | 505 | 9.9% | $4.63万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $52.34万 | 0.01% | 5,504 | 1,102 | 25.0% | $10.48万 | 加仓 |
| RY | ROYAL BK CDA COM | $52.34万 | 0.01% | 2,529 | 609 | 31.7% | $12.60万 | 加仓 |
| PCG | PG&E CORP COM | $52.56万 | 0.01% | 31,247 | 6,282 | 25.2% | $10.57万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $52.57万 | 0.01% | 3,024 | 259 | 9.4% | $4.50万 | 加仓 |
| WAB | WABTEC COM | $52.87万 | 0.01% | 1,961 | 25 | 1.3% | $6,740 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $53.10万 | 0.01% | 9,154 | 3,556 | 63.5% | $20.63万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $53.11万 | 0.01% | 5,296 | 2,212 | 71.7% | $22.18万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $53.46万 | 0.01% | 3,427 | 896 | 35.4% | $13.98万 | 加仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $53.62万 | 0.01% | 6,253 | 1,010 | 19.3% | $8.66万 | 加仓 |
| ATI | ATI INC COM | $53.63万 | 0.01% | 2,721 | -2,951 | -52.0% | -$58.16万 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $53.67万 | 0.01% | 2,081 | 267 | 14.7% | $6.89万 | 加仓 |
| HUM | HUMANA INC COM | $53.68万 | 0.01% | 1,351 | 1,351 | — | $53.68万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $53.71万 | 0.01% | 2,099 | 443 | 26.8% | $11.34万 | 加仓 |
| XYZ | BLOCK INC CL A | $54.60万 | 0.01% | 7,184 | 2,040 | 39.7% | $15.50万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $54.70万 | 0.01% | 7,905 | 2,359 | 42.5% | $16.32万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $54.98万 | 0.01% | 7,608 | 907 | 13.5% | $6.55万 | 加仓 |
| TKR | TIMKEN CO COM | $55.06万 | 0.01% | 3,789 | 831 | 28.1% | $12.08万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $55.14万 | 0.01% | 4,190 | 38 | 0.9% | $5,001 | 加仓 |
| APA | APA CORPORATION COM | $55.29万 | 0.01% | 16,977 | 3,139 | 22.7% | $10.22万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $55.43万 | 0.01% | 2,007 | -493 | -19.7% | -$13.62万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $55.45万 | 0.01% | 10,673 | 1,834 | 20.7% | $9.53万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $55.93万 | 0.01% | 3,928 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $56.07万 | 0.01% | 12,061 | -638 | -5.0% | -$2.97万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $56.13万 | 0.01% | 23,765 | 11,545 | 94.5% | $27.27万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $56.53万 | 0.01% | 2,261 | 797 | 54.4% | $19.93万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $56.72万 | 0.01% | 1,413 | 101 | 7.7% | $4.05万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $56.83万 | 0.01% | 7,429 | 1,717 | 30.1% | $13.14万 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $57.07万 | 0.01% | 2,818 | 567 | 25.2% | $11.48万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $57.08万 | 0.01% | 20,606 | -382 | -1.8% | -$1.06万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $57.16万 | 0.01% | 2,358 | 2,358 | — | $57.16万 | 新建仓 |
| BOH | BANK HAWAII CORP COM | $57.61万 | 0.01% | 7,069 | 1,216 | 20.8% | $9.91万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $57.70万 | 0.01% | 3,795 | -59 | -1.5% | -$8,970 | 减仓 |
| MIDD | MIDDLEBY CORP COM | $58.04万 | 0.01% | 3,374 | 1,215 | 56.3% | $20.90万 | 加仓 |
| MKSI | MKS INC. COM | $58.62万 | 0.01% | 1,318 | -34 | -2.5% | -$1.51万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $58.79万 | 0.01% | 2,629 | 655 | 33.2% | $14.65万 | 加仓 |
| MSCI | MSCI INC COM | $58.84万 | 0.01% | 1,051 | 70 | 7.1% | $3.92万 | 加仓 |
| BIIB | BIOGEN INC COM | $58.87万 | 0.01% | 2,725 | 244 | 9.8% | $5.27万 | 加仓 |
| MAS | MASCO CORP COM | $58.89万 | 0.01% | 7,237 | 2,447 | 51.1% | $19.91万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $58.95万 | 0.01% | 687 | 138 | 25.1% | $11.84万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $59.50万 | 0.01% | 2,125 | -198 | -8.5% | -$5.54万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $59.56万 | 0.01% | 2,492 | -679 | -21.4% | -$16.23万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $59.89万 | 0.01% | 3,570 | 717 | 25.1% | $12.03万 | 加仓 |
| FDX | FEDEX CORP COM | $59.92万 | 0.01% | 1,913 | 95 | 5.2% | $2.98万 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $60.03万 | 0.01% | 4,963 | 2,549 | 105.6% | $30.83万 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $60.06万 | 0.01% | 2,805 | 459 | 19.6% | $9.83万 | 加仓 |
| EME | EMCOR GROUP INC COM | $60.33万 | 0.01% | 727 | 42 | 6.1% | $3.49万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $60.77万 | 0.01% | 45,152 | 27,404 | 154.4% | $36.89万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $60.83万 | 0.01% | 4,590 | -68 | -1.5% | -$9,012 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $61.05万 | 0.01% | 5,120 | 112 | 2.2% | $1.34万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $61.27万 | 0.01% | 2,090 | 204 | 10.8% | $5.98万 | 加仓 |
| — | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $61.31万 | 0.01% | 5,895 | -980 | -14.3% | -$10.19万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $61.76万 | 0.01% | 777 | 37 | 5.0% | $2.94万 | 加仓 |
| ADSK | AUTODESK INC COM | $61.79万 | 0.01% | 3,178 | -266 | -7.7% | -$5.17万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $61.95万 | 0.01% | 1,672 | 266 | 18.9% | $9.86万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $62.00万 | 0.01% | 2,496 | 56 | 2.3% | $1.39万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $62.33万 | 0.01% | 6,937 | 2,975 | 75.1% | $26.73万 | 加仓 |
| GM | GENERAL MTRS CO COM | $62.76万 | 0.01% | 8,142 | 1,009 | 14.1% | $7.78万 | 加仓 |