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 |
|---|---|---|---|---|---|---|---|---|
| AKAM | AKAMAI TECHNOLOGIES INC COM | $822.97万 | 0.12% | 69,620 | -66 | -0.1% | -$7,802 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $828.89万 | 0.12% | 158,147 | 176 | 0.1% | $9,225 | 加仓 |
| LAZ | LAZARD INC COM | $848.28万 | 0.13% | 202,261 | 3,106 | 1.6% | $13.03万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $858.60万 | 0.13% | 24,527 | -6 | -0.0% | -$2,100 | 减仓 |
| INTC | INTEL CORP COM | $911.68万 | 0.14% | 65,297 | 29,992 | 85.0% | $418.75万 | 加仓 |
| RTX | RTX CORPORATION COM | $926.69万 | 0.14% | 48,843 | 1,114 | 2.3% | $21.14万 | 加仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $958.99万 | 0.14% | 119,383 | 20,356 | 20.6% | $163.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $969.97万 | 0.14% | 34,493 | 455 | 1.3% | $12.79万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $983.96万 | 0.15% | 101,564 | -4,032 | -3.8% | -$39.06万 | 减仓 |
| GLW | CORNING INC COM | $992.91万 | 0.15% | 38,872 | -1,048 | -2.6% | -$26.77万 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $1,031.83万 | 0.15% | 81,891 | -2,446 | -2.9% | -$30.82万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $1,036.15万 | 0.15% | 39,783 | 4,086 | 11.4% | $106.42万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,039.04万 | 0.15% | 118,234 | -10,294 | -8.0% | -$90.46万 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $1,047.94万 | 0.16% | 217,189 | 16,124 | 8.0% | $77.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,057.20万 | 0.16% | 114,586 | -18,808 | -14.1% | -$173.53万 | 减仓 |
| BLV | VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND | $1,058.65万 | 0.16% | 153,584 | 37,491 | 32.3% | $258.42万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $1,064.48万 | 0.16% | 5,371 | 2,769 | 106.4% | $548.79万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $1,068.96万 | 0.16% | 280,862 | -11,671 | -4.0% | -$44.42万 | 减仓 |
| WMT | WALMART INC COM | $1,076.14万 | 0.16% | 95,014 | 22,624 | 31.3% | $256.24万 | 加仓 |
| NOW | SERVICENOW INC COM | $1,086.22万 | 0.16% | 109,409 | -17,964 | -14.1% | -$178.35万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $1,106.21万 | 0.16% | 216,691 | 7,624 | 3.6% | $38.92万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,155.17万 | 0.17% | 104,872 | 53 | 0.1% | $5,838 | 加仓 |
| KO | COCA COLA CO COM | $1,161.12万 | 0.17% | 142,872 | -3,290 | -2.3% | -$26.74万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,164.65万 | 0.17% | 49,220 | -113 | -0.2% | -$2.67万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,165.86万 | 0.17% | 134,642 | -13,121 | -8.9% | -$113.61万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $1,203.98万 | 0.18% | 38,236 | -5,059 | -11.7% | -$159.30万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,209.87万 | 0.18% | 116,468 | -2,091 | -1.8% | -$21.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,282.47万 | 0.19% | 26,111 | -481 | -1.8% | -$23.62万 | 减仓 |
| SF | STIFEL FINL CORP COM | $1,339.89万 | 0.20% | 192,044 | -1,552 | -0.8% | -$10.83万 | 减仓 |
| GEV | GE VERNOVA INC COM | $1,347.22万 | 0.20% | 11,468 | 2,439 | 27.0% | $286.52万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,351.47万 | 0.20% | 81,532 | -958 | -1.2% | -$15.88万 | 减仓 |
| CRM | SALESFORCE INC COM | $1,351.84万 | 0.20% | 86,290 | -44,391 | -34.0% | -$695.44万 | 减仓 |
| TSLA | TESLA INC COM | $1,394.14万 | 0.21% | 33,146 | 9,178 | 38.3% | $386.03万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1,444.46万 | 0.21% | 36,369 | -909 | -2.4% | -$36.10万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,446.53万 | 0.21% | 97,537 | -5,465 | -5.3% | -$81.05万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1,465.96万 | 0.22% | 48,362 | -66 | -0.1% | -$2.00万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,467.72万 | 0.22% | 114,219 | -993 | -0.9% | -$12.76万 | 减仓 |
| CME | CME GROUP INC COM | $1,493.67万 | 0.22% | 67,639 | -85,820 | -55.9% | -$1,895.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,512.61万 | 0.22% | 26,040 | 10,313 | 65.6% | $599.06万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1,542.61万 | 0.23% | 170,529 | 380 | 0.2% | $3.44万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,555.68万 | 0.23% | 93,339 | -3,397 | -3.5% | -$56.62万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $1,594.04万 | 0.24% | 214,426 | 1,213 | 0.6% | $9.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,614.15万 | 0.24% | 183,905 | 44,417 | 31.8% | $389.85万 | 加仓 |
| SEIC | SEI INVTS CO COM | $1,728.72万 | 0.26% | 197,095 | 882 | 0.4% | $7.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,749.36万 | 0.26% | 17,297 | 940 | 5.7% | $95.07万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1,762.55万 | 0.26% | 41,335 | -1,208 | -2.8% | -$51.51万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $1,924.89万 | 0.29% | 14,451 | 12,648 | 701.5% | $1,684.73万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $2,056.13万 | 0.30% | 255,199 | -1,541 | -0.6% | -$12.42万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,280.87万 | 0.34% | 138,849 | -2,884 | -2.0% | -$47.38万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $2,285.51万 | 0.34% | 56,119 | -9,886 | -15.0% | -$402.62万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,288.69万 | 0.34% | 276,283 | 87,285 | 46.2% | $723.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2,290.41万 | 0.34% | 156,193 | -5,022 | -3.1% | -$73.64万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2,297.87万 | 0.34% | 168,072 | 168,072 | — | $2,297.87万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $2,302.62万 | 0.34% | 19,949 | 12,709 | 175.5% | $1,466.94万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,304.83万 | 0.34% | 196,222 | -1,095 | -0.6% | -$12.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,321.39万 | 0.34% | 68,072 | -3,413 | -4.8% | -$116.39万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $2,347.61万 | 0.35% | 579,513 | -759 | -0.1% | -$3.07万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,486.29万 | 0.37% | 23,348 | -782 | -3.2% | -$83.27万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2,528.74万 | 0.37% | 114,381 | 114,381 | — | $2,528.74万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $2,565.47万 | 0.38% | 114,577 | -107,719 | -48.5% | -$2,411.91万 | 减仓 |
| EOG | EOG RES INC COM | $2,619.04万 | 0.39% | 201,880 | 2,871 | 1.4% | $37.25万 | 加仓 |
| PEP | PEPSICO INC COM | $2,625.83万 | 0.39% | 193,926 | -7,513 | -3.7% | -$101.73万 | 减仓 |
| ORCL | ORACLE CORP COM | $2,674.12万 | 0.40% | 182,471 | -5,841 | -3.1% | -$85.60万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,691.31万 | 0.40% | 302,361 | 22,442 | 8.0% | $199.76万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2,722.81万 | 0.40% | 96,887 | 374 | 0.4% | $10.51万 | 加仓 |
| USB | US BANCORP COM NEW | $2,874.69万 | 0.43% | 475,933 | -7,924 | -1.6% | -$47.86万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $3,037.49万 | 0.45% | 23,777 | -156 | -0.7% | -$19.93万 | 减仓 |
| ABBV | ABBVIE INC COM | $3,094.32万 | 0.46% | 122,966 | 2,869 | 2.4% | $72.20万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3,414.24万 | 0.51% | 302,466 | 6,453 | 2.2% | $72.84万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3,511.35万 | 0.52% | 694,212 | -20,902 | -2.9% | -$105.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3,598.13万 | 0.53% | 71,767 | -21,536 | -23.1% | -$1,079.74万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3,660.01万 | 0.54% | 49,701 | 5,755 | 13.1% | $423.80万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3,681.50万 | 0.55% | 123,511 | -15,030 | -10.8% | -$448.00万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3,700.58万 | 0.55% | 721,501 | 73,522 | 11.3% | $377.09万 | 加仓 |
| URI | UNITED RENTALS INC COM | $3,952.51万 | 0.59% | 34,889 | -409 | -1.2% | -$46.33万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $3,968.91万 | 0.59% | 53 | -2 | -3.6% | -$149.77万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4,063.16万 | 0.60% | 526,930 | 18,538 | 3.6% | $142.95万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $4,125.72万 | 0.61% | 1,290,498 | 2,363 | 0.2% | $7.55万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4,222.55万 | 0.63% | 396,595 | -37,513 | -8.6% | -$399.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $4,243.04万 | 0.63% | 82,614 | 11,226 | 15.7% | $576.56万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $4,253.41万 | 0.63% | 224,312 | -8,555 | -3.7% | -$162.22万 | 减仓 |
| XYL | XYLEM INC COM | $4,310.03万 | 0.64% | 364,612 | -40,389 | -10.0% | -$477.43万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $4,481.57万 | 0.66% | 235,276 | -51,260 | -17.9% | -$976.41万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $4,657.18万 | 0.69% | 817,324 | -10,866 | -1.3% | -$61.92万 | 减仓 |
| QCOM | QUALCOMM INC COM | $4,668.90万 | 0.69% | 252,660 | -1,722 | -0.7% | -$31.82万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4,870.44万 | 0.72% | 70,923 | 1,026 | 1.5% | $70.46万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $5,030.76万 | 0.75% | 67,367 | 5,868 | 9.5% | $438.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $5,105.08万 | 0.76% | 286,406 | -144,694 | -33.6% | -$2,579.12万 | 减仓 |
| LLY | ELI LILLY & CO COM | $5,315.94万 | 0.79% | 44,320 | 8,972 | 25.4% | $1,076.14万 | 加仓 |
| BX | BLACKSTONE INC COM | $5,800.44万 | 0.86% | 492,942 | -7,246 | -1.4% | -$85.26万 | 减仓 |
| HD | HOME DEPOT INC COM | $5,822.98万 | 0.86% | 165,107 | -5,681 | -3.3% | -$200.36万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,830.59万 | 0.86% | 603,713 | 6,175 | 1.0% | $59.64万 | 加仓 |
| TJX | TJX COS INC NEW COM | $6,616.79万 | 0.98% | 436,752 | -10,938 | -2.4% | -$165.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $6,622.09万 | 0.98% | 70,789 | -3,284 | -4.4% | -$307.21万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $6,638.68万 | 0.98% | 616,861 | 50,487 | 8.9% | $543.34万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6,739.20万 | 1.00% | 658,794 | 193,638 | 41.6% | $1,980.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $6,824.90万 | 1.01% | 268,723 | 13,227 | 5.2% | $335.93万 | 加仓 |
| META | META PLATFORMS INC CL A | $6,983.07万 | 1.04% | 123,970 | -11,705 | -8.6% | -$659.33万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $7,030.52万 | 1.04% | 212,748 | -14,459 | -6.4% | -$477.82万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $7,173.61万 | 1.06% | 99,628 | -564 | -0.6% | -$40.61万 | 减仓 |