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 |
|---|---|---|---|---|---|---|---|---|
| NTNX | NUTANIX INC CL A | $245.25万 | 0.04% | 48,125 | -1,211 | -2.5% | -$6.17万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $246.91万 | 0.04% | 3,866 | -7,044 | -64.6% | -$449.88万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $247.09万 | 0.04% | 27,424 | -793 | -2.8% | -$7.14万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $250.61万 | 0.04% | 13,956 | 211 | 1.5% | $3.79万 | 加仓 |
| LIN | LINDE PLC SHS | $259.43万 | 0.04% | 4,999 | 573 | 12.9% | $29.74万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $261.53万 | 0.04% | 13,751 | -135 | -1.0% | -$2.57万 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $261.60万 | 0.04% | 144,690 | -27,787 | -16.1% | -$50.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $262.75万 | 0.04% | 20,797 | 937 | 4.7% | $11.84万 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $263.87万 | 0.04% | 42,416 | -2,960 | -6.5% | -$18.41万 | 减仓 |
| DE | DEERE & CO COM | $264.56万 | 0.04% | 4,171 | 123 | 3.0% | $7.80万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $264.87万 | 0.04% | 4,134 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $266.26万 | 0.04% | 5,226 | -173 | -3.2% | -$8.81万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $268.76万 | 0.04% | 16,431 | -1,994 | -10.8% | -$32.62万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $268.86万 | 0.04% | 2,786 | 1,371 | 96.9% | $132.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $269.72万 | 0.04% | 23,118 | -341 | -1.5% | -$3.98万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $271.24万 | 0.04% | 17,096 | -1,019 | -5.6% | -$16.17万 | 减仓 |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | $275.51万 | 0.04% | 107,036 | 15,875 | 17.4% | $40.86万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $277.39万 | 0.04% | 22,291 | -78,898 | -78.0% | -$981.81万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $278.95万 | 0.04% | 36,651 | 8,473 | 30.1% | $64.49万 | 加仓 |
| C | CITIGROUP INC COM NEW | $279.90万 | 0.04% | 19,999 | 1,741 | 9.5% | $24.37万 | 加仓 |
| T | AT&T INC COM | $293.18万 | 0.04% | 141,621 | 3,936 | 2.9% | $8.15万 | 加仓 |
| SNDK | SANDISK CORP COM | $300.19万 | 0.04% | 1,320 | 165 | 14.3% | $37.52万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $305.98万 | 0.05% | 19,830 | -80 | -0.4% | -$1.23万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $306.22万 | 0.05% | 27,896 | 710 | 2.6% | $7.79万 | 加仓 |
| FTV | FORTIVE CORP COM | $309.77万 | 0.05% | 50,707 | -5,341 | -9.5% | -$32.63万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $311.37万 | 0.05% | 9,082 | 352 | 4.0% | $12.07万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $317.66万 | 0.05% | 13,990 | 325 | 2.4% | $7.38万 | 加仓 |
| SHM | SPDR NUVEEN BLMBG ST MUNBD ETF | $319.33万 | 0.05% | 66,577 | -3,364 | -4.8% | -$16.14万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $320.10万 | 0.05% | 63,576 | -210 | -0.3% | -$1.06万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $327.82万 | 0.05% | 65,018 | -81,909 | -55.7% | -$412.99万 | 减仓 |
| PFE | PFIZER INC COM | $331.85万 | 0.05% | 137,811 | -7,511 | -5.2% | -$18.09万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $334.81万 | 0.05% | 100,274 | 188 | 0.2% | $6,277 | 加仓 |
| III | INFORMATION SVCS GROUP INC COM | $336.65万 | 0.05% | 819,090 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $337.66万 | 0.05% | 47,291 | -3,240 | -6.4% | -$23.13万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $343.25万 | 0.05% | 8,258 | 2,728 | 49.3% | $113.39万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $343.72万 | 0.05% | 94,221 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $344.57万 | 0.05% | 10,183 | -7,126 | -41.2% | -$241.13万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $345.01万 | 0.05% | 61,685 | -343 | -0.6% | -$1.92万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $346.76万 | 0.05% | 29,013 | -3 | -0.0% | -$359 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $346.99万 | 0.05% | 18,733 | -925 | -4.7% | -$17.13万 | 减仓 |
| STT | STATE STR CORP COM | $350.59万 | 0.05% | 20,671 | -698 | -3.3% | -$11.84万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $351.69万 | 0.05% | 11,608 | 8,977 | 341.2% | $271.98万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $353.38万 | 0.05% | 52,305 | -651 | -1.2% | -$4.40万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $356.87万 | 0.05% | 7,184 | -572 | -7.4% | -$28.41万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $362.18万 | 0.05% | 16,619 | -30 | -0.2% | -$6,538 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $369.49万 | 0.05% | 12,063 | 850 | 7.6% | $26.04万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $370.50万 | 0.05% | 64,056 | -3,383 | -5.0% | -$19.57万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $375.85万 | 0.06% | 43,632 | 1,734 | 4.1% | $14.94万 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $389.90万 | 0.06% | 70,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $394.16万 | 0.06% | 14,147 | -2,358 | -14.3% | -$65.70万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $394.65万 | 0.06% | 18,879 | 308 | 1.7% | $6.44万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $400.03万 | 0.06% | 39,146 | -3,695 | -8.6% | -$37.76万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $401.57万 | 0.06% | 18,301 | 974 | 5.6% | $21.37万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $405.59万 | 0.06% | 42,051 | -531 | -1.2% | -$5.12万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $407.09万 | 0.06% | 5,334 | 827 | 18.3% | $63.12万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $410.70万 | 0.06% | 77,316 | -4,033 | -5.0% | -$21.42万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $417.56万 | 0.06% | 45,546 | 3,709 | 8.9% | $34.00万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $430.58万 | 0.06% | 14,400 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $434.40万 | 0.06% | 24,152 | 102 | 0.4% | $1.83万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $435.23万 | 0.06% | 41,992 | -298 | -0.7% | -$3.09万 | 减仓 |
| INTU | INTUIT COM | $445.16万 | 0.07% | 17,055 | -22,493 | -56.9% | -$587.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $450.99万 | 0.07% | 13,333 | 56 | 0.4% | $1.89万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $453.51万 | 0.07% | 25,392 | 566 | 2.3% | $10.11万 | 加仓 |
| DIS | DISNEY WALT CO COM | $454.58万 | 0.07% | 47,229 | 4,660 | 10.9% | $44.85万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $456.58万 | 0.07% | 55,249 | 21 | 0.0% | $1,735 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $465.47万 | 0.07% | 25,730 | 534 | 2.1% | $9.66万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $505.44万 | 0.07% | 205,887 | -9,641 | -4.5% | -$23.67万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $506.67万 | 0.08% | 16,864 | -202 | -1.2% | -$6.07万 | 减仓 |
| AMGN | AMGEN INC COM | $515.98万 | 0.08% | 14,249 | -353 | -2.4% | -$12.78万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $518.46万 | 0.08% | 179,026 | -13,600 | -7.1% | -$39.39万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $518.76万 | 0.08% | 12,668 | 1,250 | 10.9% | $51.19万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $521.81万 | 0.08% | 7,419 | -302 | -3.9% | -$21.24万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $535.62万 | 0.08% | 46,910 | -1,645 | -3.4% | -$18.78万 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $538.52万 | 0.08% | 141,940 | -1,883 | -1.3% | -$7.14万 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $539.81万 | 0.08% | 14,761 | 646 | 4.6% | $23.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $541.70万 | 0.08% | 11,343 | 2,183 | 23.8% | $104.25万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $548.51万 | 0.08% | 28,790 | -2,794 | -8.8% | -$53.23万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $549.57万 | 0.08% | 59,970 | 978 | 1.7% | $8.96万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $575.49万 | 0.09% | 42,726 | 16,572 | 63.4% | $223.21万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $582.18万 | 0.09% | 15,578 | -214 | -1.4% | -$8.00万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $583.26万 | 0.09% | 64,378 | 5,904 | 10.1% | $53.49万 | 加仓 |
| TPR | TAPESTRY INC COM | $589.70万 | 0.09% | 40,286 | 37,870 | 1,567.5% | $554.34万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $595.59万 | 0.09% | 335,922 | -4,559 | -1.3% | -$8.08万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $618.23万 | 0.09% | 49,789 | 353 | 0.7% | $4.38万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $628.27万 | 0.09% | 26,447 | 12,744 | 93.0% | $302.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $646.41万 | 0.10% | 6,609 | 1,570 | 31.2% | $153.56万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $674.15万 | 0.10% | 80,524 | -84 | -0.1% | -$7,032 | 减仓 |
| EMR | EMERSON ELEC CO COM | $678.02万 | 0.10% | 47,364 | 206 | 0.4% | $2.95万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $682.08万 | 0.10% | 82,109 | -573 | -0.7% | -$4.76万 | 减仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $683.07万 | 0.10% | 79,742 | -139 | -0.2% | -$1.19万 | 减仓 |
| ETN | EATON CORP PLC SHS | $684.95万 | 0.10% | 16,074 | 735 | 4.8% | $31.32万 | 加仓 |
| UNP | UNION PAC CORP COM | $701.90万 | 0.10% | 25,805 | 1,493 | 6.1% | $40.61万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $708.28万 | 0.11% | 154,646 | -8,426 | -5.2% | -$38.59万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $720.07万 | 0.11% | 19,459 | 135 | 0.7% | $5.00万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $735.37万 | 0.11% | 396,855 | 16,414 | 4.3% | $30.42万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $751.37万 | 0.11% | 294,425 | -4,375 | -1.5% | -$11.16万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $755.94万 | 0.11% | 214,633 | -3,650 | -1.7% | -$12.86万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $776.68万 | 0.12% | 85,594 | -4,880 | -5.4% | -$44.28万 | 减仓 |
| MCD | MCDONALDS CORP COM | $794.99万 | 0.12% | 29,410 | -2,241 | -7.1% | -$60.58万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $820.29万 | 0.12% | 23,823 | -48,397 | -67.0% | -$1,666.44万 | 减仓 |