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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $100.22万 | 0.01% | 4,134 | 84 | 2.1% | $2.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $100.56万 | 0.01% | 13,936 | -1,686 | -10.8% | -$12.17万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $100.76万 | 0.01% | 12,415 | -1,420 | -10.3% | -$11.52万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $102.65万 | 0.02% | 7,025 | 1,084 | 18.2% | $15.84万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $102.82万 | 0.02% | 4,613 | -385 | -7.7% | -$8.58万 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $102.95万 | 0.02% | 7,119 | 1,377 | 24.0% | $19.91万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $103.03万 | 0.02% | 14,035 | -451 | -3.1% | -$3.31万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $103.29万 | 0.02% | 10,925 | 1,007 | 10.2% | $9.52万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $103.39万 | 0.02% | 3,971 | 640 | 19.2% | $16.66万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $103.71万 | 0.02% | 2,763 | 247 | 9.8% | $9.27万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $103.91万 | 0.02% | 43,405 | -9,765 | -18.4% | -$23.38万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $103.98万 | 0.02% | 3,578 | 254 | 7.6% | $7.38万 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $105.53万 | 0.02% | 4,599 | 148 | 3.3% | $3.40万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $105.64万 | 0.02% | 4,132 | 722 | 21.2% | $18.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 看跌期权 | $106.15万 | 0.02% | 1,100 | 1,100 | — | $106.15万 | 新建仓 |
| ABNB | AIRBNB INC COM CL A | $106.29万 | 0.02% | 7,428 | 943 | 14.5% | $13.49万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $108.71万 | 0.02% | 10,457 | 1,024 | 10.9% | $10.65万 | 加仓 |
| CTVA | CORTEVA INC COM | $109.35万 | 0.02% | 12,912 | 2,396 | 22.8% | $20.29万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $109.56万 | 0.02% | 53,002 | -3,815 | -6.7% | -$7.89万 | 减仓 |
| FTNT | FORTINET INC COM | $110.00万 | 0.02% | 7,160 | 581 | 8.8% | $8.93万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $111.19万 | 0.02% | 32,532 | -574 | -1.7% | -$1.96万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $114.08万 | 0.02% | 7,299 | 675 | 10.2% | $10.55万 | 加仓 |
| MTB | M & T BK CORP COM | $115.79万 | 0.02% | 4,865 | 1,062 | 27.9% | $25.28万 | 加仓 |
| LEN | LENNAR CORP CL A | $116.05万 | 0.02% | 12,825 | 1,605 | 14.3% | $14.52万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $117.40万 | 0.02% | 20,375 | 1,613 | 8.6% | $9.29万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $121.14万 | 0.02% | 4,506 | 826 | 22.4% | $22.21万 | 加仓 |
| GWW | WW GRAINGER INC COM | $121.16万 | 0.02% | 891 | 139 | 18.5% | $18.90万 | 加仓 |
| TER | TERADYNE INC COM | $122.96万 | 0.02% | 2,541 | -176 | -6.5% | -$8.52万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $123.00万 | 0.02% | 11,963 | -199 | -1.6% | -$2.05万 | 减仓 |
| — | FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | $123.47万 | 0.02% | 16,356 | -920 | -5.3% | -$6.94万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $124.47万 | 0.02% | 2,514 | 739 | 41.6% | $36.59万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $125.24万 | 0.02% | 6,243 | -152 | -2.4% | -$3.05万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $125.48万 | 0.02% | 18,342 | 2,897 | 18.8% | $19.82万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $125.64万 | 0.02% | 4,645 | 199 | 4.5% | $5.38万 | 加仓 |
| DOV | DOVER CORP COM | $126.68万 | 0.02% | 5,648 | 282 | 5.3% | $6.33万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $127.01万 | 0.02% | 3,224 | -1,077 | -25.0% | -$42.43万 | 减仓 |
| BA | BOEING CO COM | $128.21万 | 0.02% | 5,923 | 741 | 14.3% | $16.04万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $130.41万 | 0.02% | 17,778 | 1,168 | 7.0% | $8.57万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $131.00万 | 0.02% | 9,585 | 431 | 4.7% | $5.89万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $133.12万 | 0.02% | 13,850 | 2,900 | 26.5% | $27.87万 | 加仓 |
| NUE | NUCOR CORP COM | $133.49万 | 0.02% | 5,993 | 390 | 7.0% | $8.69万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $135.40万 | 0.02% | 9,897 | 420 | 4.4% | $5.75万 | 加仓 |
| ADBE | ADOBE INC COM | $136.42万 | 0.02% | 6,654 | -12,973 | -66.1% | -$265.98万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $136.86万 | 0.02% | 43,405 | -9,066 | -17.3% | -$28.59万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $137.93万 | 0.02% | 11,761 | -595 | -4.8% | -$6.98万 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $140.26万 | 0.02% | 23,546 | -3,970 | -14.4% | -$23.65万 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $141.20万 | 0.02% | 63,489 | 24 | 0.0% | $534 | 加仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $141.23万 | 0.02% | 43,820 | -297 | -0.7% | -$9,572 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $143.06万 | 0.02% | 25,281 | -4,061 | -13.8% | -$22.98万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $143.13万 | 0.02% | 18,296 | -1,079 | -5.6% | -$8.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $143.75万 | 0.02% | 11,357 | 2,082 | 22.4% | $26.35万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $143.95万 | 0.02% | 6,428 | 142 | 2.3% | $3.18万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $146.73万 | 0.02% | 17,896 | -171 | -0.9% | -$1.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $150.33万 | 0.02% | 35,506 | 5,798 | 19.5% | $24.55万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $151.78万 | 0.02% | 25,419 | 858 | 3.5% | $5.12万 | 加仓 |
| GINN | INNOVATE EQUITY ETF | $154.49万 | 0.02% | 19,613 | -3,000 | -13.3% | -$23.63万 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $154.88万 | 0.02% | 50,729 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $157.13万 | 0.02% | 29,311 | -2,720 | -8.5% | -$14.58万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $159.09万 | 0.02% | 7,283 | 49 | 0.7% | $1.07万 | 加仓 |
| MMM | 3M Company | $159.25万 | 0.02% | 9,835 | 83 | 0.9% | $1.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $160.15万 | 0.02% | 5,091 | 102 | 2.0% | $3.21万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $160.95万 | 0.02% | 17,478 | 902 | 5.4% | $8.31万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $165.70万 | 0.02% | 27,759 | 367 | 1.3% | $2.19万 | 加仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $166.37万 | 0.02% | 35,679 | 2,684 | 8.1% | $12.52万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $166.50万 | 0.02% | 53,676 | 91 | 0.2% | $2,823 | 加仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $166.52万 | 0.02% | 22,832 | 2,608 | 12.9% | $19.02万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $167.31万 | 0.02% | 13,246 | 986 | 8.0% | $12.45万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $173.58万 | 0.03% | 5,827 | -943 | -13.9% | -$28.09万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $178.39万 | 0.03% | 31,646 | 1,601 | 5.3% | $9.02万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $182.41万 | 0.03% | 9,698 | 601 | 6.6% | $11.30万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $187.28万 | 0.03% | 21,118 | -4,492 | -17.5% | -$39.84万 | 减仓 |
| LOW | LOWES COS INC COM | $188.97万 | 0.03% | 8,570 | -3,010 | -26.0% | -$66.37万 | 减仓 |
| CB | CHUBB LIMITED COM | $190.24万 | 0.03% | 5,583 | 742 | 15.3% | $25.28万 | 加仓 |
| AVT | AVNET INC COM | $192.66万 | 0.03% | 21,691 | 869 | 4.2% | $7.72万 | 加仓 |
| KVYO | KLAVIYO INC COM SER A | $193.90万 | 0.03% | 128,408 | -519 | -0.4% | -$7,837 | 减仓 |
| IT | GARTNER INC COM | $197.69万 | 0.03% | 15,251 | 122 | 0.8% | $1.58万 | 加仓 |
| TGT | TARGET CORP COM | $200.41万 | 0.03% | 15,344 | -1,822 | -10.6% | -$23.80万 | 减仓 |
| BLK | BLACKROCK INC COM | $204.72万 | 0.03% | 2,129 | -430 | -16.8% | -$41.35万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $206.95万 | 0.03% | 12,182 | 604 | 5.2% | $10.26万 | 加仓 |
| SNA | SNAP ON INC COM | $207.03万 | 0.03% | 5,145 | 570 | 12.5% | $22.94万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $209.94万 | 0.03% | 5,055 | -356 | -6.6% | -$14.79万 | 减仓 |
| AME | AMETEK INC COM | $210.27万 | 0.03% | 8,691 | 216 | 2.5% | $5.23万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $211.25万 | 0.03% | 5,312 | -527 | -9.0% | -$20.96万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $213.72万 | 0.03% | 63,862 | 4,163 | 7.0% | $13.93万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $214.41万 | 0.03% | 29,799 | 2,784 | 10.3% | $20.03万 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $215.20万 | 0.03% | 14,257 | -11 | -0.1% | -$1,660 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $217.68万 | 0.03% | 27,937 | 645 | 2.4% | $5.03万 | 加仓 |
| ARCB | ARCBEST CORP COM | $218.35万 | 0.03% | 15,212 | 4 | 0.0% | $574 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $218.37万 | 0.03% | 18,585 | -40 | -0.2% | -$4,700 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $219.94万 | 0.03% | 5,098 | 438 | 9.4% | $18.90万 | 加仓 |
| AON | AON PLC SHS CL A | $220.49万 | 0.03% | 6,648 | -654 | -9.0% | -$21.69万 | 减仓 |
| CMI | CUMMINS INC COM | $228.81万 | 0.03% | 3,208 | 159 | 5.2% | $11.34万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $228.87万 | 0.03% | 9,419 | -75 | -0.8% | -$1.82万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $229.06万 | 0.03% | 16,655 | 265 | 1.6% | $3.64万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $230.17万 | 0.03% | 32,304 | 387 | 1.2% | $2.76万 | 加仓 |
| GLD | SPDR GOLD SHARES | $231.46万 | 0.03% | 6,283 | -396 | -5.9% | -$14.59万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $234.73万 | 0.03% | 12,148 | -67,903 | -84.8% | -$1,312.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $236.96万 | 0.04% | 6,689 | 1,035 | 18.3% | $36.66万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $239.07万 | 0.04% | 23,110 | 958 | 4.3% | $9.91万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $243.93万 | 0.04% | 1,226 | 139 | 12.8% | $27.66万 | 加仓 |