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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP CL A | $97.43万 | 0.02% | 11,220 | 925 | 9.0% | $8.03万 | 加仓 |
| NKE | NIKE INC CL B | $100.27万 | 0.02% | 18,983 | -2,381 | -11.1% | -$12.58万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $100.29万 | 0.02% | 6,624 | 1,886 | 39.8% | $28.56万 | 加仓 |
| BA | BOEING CO COM | $103.13万 | 0.02% | 5,182 | 1,209 | 30.4% | $24.06万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $106.67万 | 0.02% | 14,486 | 514 | 3.7% | $3.79万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $108.42万 | 0.02% | 9,154 | 1 | 0.0% | $118 | 加仓 |
| DOV | DOVER CORP COM | $111.85万 | 0.02% | 5,366 | -69 | -1.3% | -$1.44万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $111.99万 | 0.02% | 13,835 | 7,997 | 137.0% | $64.74万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $112.37万 | 0.02% | 15,622 | 4,053 | 35.0% | $29.15万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $113.79万 | 0.02% | 18,762 | 4,143 | 28.3% | $25.13万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $114.74万 | 0.02% | 3,324 | 149 | 4.7% | $5.14万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $114.86万 | 0.02% | 4,998 | -809 | -13.9% | -$18.59万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $115.72万 | 0.02% | 4,446 | -910 | -17.0% | -$23.69万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $116.29万 | 0.02% | 12,162 | 6,384 | 110.5% | $61.04万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $116.67万 | 0.02% | 6,395 | -140 | -2.1% | -$2.55万 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $121.02万 | 0.02% | 27,516 | -1,853 | -6.3% | -$8.15万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $121.44万 | 0.02% | 9,275 | 1,660 | 21.8% | $21.74万 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $124.14万 | 0.02% | 63,465 | 30,301 | 91.4% | $59.27万 | 加仓 |
| — | FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | $124.17万 | 0.02% | 17,276 | -417 | -2.4% | -$3.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $124.22万 | 0.02% | 9,477 | 217 | 2.3% | $2.84万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $124.52万 | 0.02% | 9,433 | 1,314 | 16.2% | $17.35万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $125.23万 | 0.02% | 12,260 | 1,017 | 9.0% | $10.39万 | 加仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $127.57万 | 0.02% | 20,224 | 6,384 | 46.1% | $40.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $127.73万 | 0.02% | 6,286 | 962 | 18.1% | $19.55万 | 加仓 |
| AVT | AVNET INC COM | $128.31万 | 0.02% | 20,822 | 423 | 2.1% | $2.61万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $129.69万 | 0.02% | 1,901 | -228 | -10.7% | -$15.55万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $129.89万 | 0.02% | 53,170 | -1,340 | -2.5% | -$3.27万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $129.97万 | 0.02% | 20,712 | -2,117 | -9.3% | -$13.28万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $130.07万 | 0.02% | 33,106 | 29 | 0.1% | $1,139 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $134.66万 | 0.02% | 12,356 | -516 | -4.0% | -$5.62万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $134.97万 | 0.02% | 4,301 | -1,198 | -21.8% | -$37.59万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $135.86万 | 0.02% | 4,134 | 2,093 | 102.5% | $68.78万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $138.52万 | 0.02% | 53,585 | 20 | 0.0% | $517 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $139.59万 | 0.02% | 30,045 | 30,045 | — | $139.59万 | 新建仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $141.10万 | 0.02% | 9,097 | 1,381 | 17.9% | $21.42万 | 加仓 |
| MMM | 3M Company | $141.63万 | 0.02% | 9,752 | -129 | -1.3% | -$1.87万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $142.16万 | 0.02% | 11,578 | 2,729 | 30.8% | $33.51万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $143.19万 | 0.02% | 4,989 | 99 | 2.0% | $2.84万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $143.41万 | 0.02% | 7,234 | 2,409 | 49.9% | $47.76万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $143.61万 | 0.02% | 1,087 | 139 | 14.7% | $18.36万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $144.75万 | 0.02% | 18,067 | 274 | 1.5% | $2.20万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $148.06万 | 0.02% | 27,392 | 818 | 3.1% | $4.42万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $148.18万 | 0.02% | 56,817 | -3,122 | -5.2% | -$8.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $149.13万 | 0.03% | 29,708 | 10,121 | 51.7% | $50.81万 | 加仓 |
| ARCB | ARCBEST CORP COM | $149.59万 | 0.03% | 15,208 | 56 | 0.4% | $5,508 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $149.65万 | 0.03% | 5,530 | -368 | -6.2% | -$9.96万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $151.12万 | 0.03% | 52,471 | 52,471 | — | $151.12万 | 新建仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $151.67万 | 0.03% | 44,117 | -2 | -0.0% | -$69 | 减仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $152.80万 | 0.03% | 32,995 | 5,671 | 20.8% | $26.26万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $153.01万 | 0.03% | 16,576 | -2,026 | -10.9% | -$18.70万 | 减仓 |
| GINN | INNOVATE EQUITY ETF | $154.46万 | 0.03% | 22,613 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $155.80万 | 0.03% | 35,305 | 5,562 | 18.7% | $24.55万 | 加仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $156.45万 | 0.03% | 50,729 | 37,800 | 292.4% | $116.58万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $157.78万 | 0.03% | 4,841 | 809 | 20.1% | $26.37万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $158.14万 | 0.03% | 32,031 | 241 | 0.8% | $1.19万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $159.09万 | 0.03% | 22,152 | 2,359 | 11.9% | $16.94万 | 加仓 |
| CMI | CUMMINS INC COM | $164.03万 | 0.03% | 3,049 | 195 | 6.8% | $10.49万 | 加仓 |
| SNA | SNAP ON INC COM | $166.17万 | 0.03% | 4,575 | 81 | 1.8% | $2.94万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $167.88万 | 0.03% | 19,375 | 7,773 | 67.0% | $67.35万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $168.87万 | 0.03% | 20,769 | -3,292 | -13.7% | -$26.77万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $173.99万 | 0.03% | 24,561 | 24,561 | — | $173.99万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $174.06万 | 0.03% | 11,067 | -130 | -1.2% | -$2.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $175.95万 | 0.03% | 4,507 | -1,593 | -26.1% | -$62.19万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $178.27万 | 0.03% | 27,015 | 4,071 | 17.7% | $26.86万 | 加仓 |
| AME | AMETEK INC COM | $181.67万 | 0.03% | 8,475 | 212 | 2.6% | $4.54万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $185.39万 | 0.03% | 16,390 | -11 | -0.1% | -$1,244 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $187.40万 | 0.03% | 18,625 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $187.53万 | 0.03% | 49,336 | 2,180 | 4.6% | $8.29万 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $190.05万 | 0.03% | 29,342 | -96 | -0.3% | -$6,218 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $192.93万 | 0.03% | 28,178 | 28,178 | — | $192.93万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $194.07万 | 0.03% | 5,654 | 167 | 3.0% | $5.73万 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $199.35万 | 0.03% | 14,268 | -71 | -0.5% | -$9,920 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $200.18万 | 0.03% | 59,699 | -3,472 | -5.5% | -$11.64万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $204.53万 | 0.03% | 31,917 | 6,131 | 23.8% | $39.29万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $206.26万 | 0.03% | 9,494 | 6,000 | 171.7% | $130.35万 | 加仓 |
| C | CITIGROUP INC COM NEW | $207.06万 | 0.03% | 18,258 | 4,972 | 37.4% | $56.39万 | 加仓 |
| TGT | TARGET CORP COM | $208.05万 | 0.03% | 17,166 | 1,452 | 9.2% | $17.60万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $208.96万 | 0.04% | 1,803 | 1,604 | 806.0% | $185.90万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $209.50万 | 0.04% | 8,730 | -175 | -2.0% | -$4.20万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $209.68万 | 0.04% | 100,086 | -45 | -0.0% | -$943 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $212.16万 | 0.04% | 28,217 | -1,993 | -6.6% | -$14.99万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $213.97万 | 0.04% | 27,292 | -8,175 | -23.0% | -$64.09万 | 减仓 |
| LIN | LINDE PLC SHS | $219.45万 | 0.04% | 4,426 | 1,388 | 45.7% | $68.82万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $226.45万 | 0.04% | 25,610 | -1,610 | -5.9% | -$14.24万 | 减仓 |
| DE | DEERE & CO COM | $228.01万 | 0.04% | 4,048 | 903 | 28.7% | $50.86万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $234.35万 | 0.04% | 13,886 | -325 | -2.3% | -$5.48万 | 减仓 |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | $234.79万 | 0.04% | 91,161 | 14,086 | 18.3% | $36.28万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $234.84万 | 0.04% | 5,411 | 360 | 7.1% | $15.62万 | 加仓 |
| AON | AON PLC SHS CL A | $235.69万 | 0.04% | 7,302 | 873 | 13.6% | $28.18万 | 加仓 |
| IT | GARTNER INC COM | $239.55万 | 0.04% | 15,129 | -1,893 | -11.1% | -$29.97万 | 减仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $244.30万 | 0.04% | 45,376 | -650 | -1.4% | -$3.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $244.59万 | 0.04% | 7,240 | 1,442 | 24.9% | $48.71万 | 加仓 |
| BLK | BLACKROCK INC COM | $246.11万 | 0.04% | 2,559 | 109 | 4.4% | $10.48万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $247.70万 | 0.04% | 13,745 | 314 | 2.3% | $5.66万 | 加仓 |
| KVYO | KLAVIYO INC COM SER A | $250.89万 | 0.04% | 128,927 | -10 | -0.0% | -$195 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $253.03万 | 0.04% | 3,627 | -271 | -7.0% | -$18.91万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $262.27万 | 0.04% | 27,186 | 472 | 1.8% | $4.55万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $263.02万 | 0.04% | 19,910 | 681 | 3.5% | $9.00万 | 加仓 |
| FISV | FISERV INC COM | $265.56万 | 0.04% | 47,595 | -4,735 | -9.0% | -$26.42万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $265.58万 | 0.04% | 18,115 | -563 | -3.0% | -$8.25万 | 减仓 |