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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -246,142 | -100.0% | -$4,525.59万 | 清仓 |
| — | CIDARA THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -7,683 | -100.0% | -$169.71万 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -2,412 | -100.0% | -$107.59万 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -6,046 | -100.0% | -$61.40万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -4,465 | -100.0% | -$38.82万 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEN | GEN DIGITAL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -1,322 | -100.0% | -$28.68万 | 清仓 |
| HEI | HEICO CORP NEW COM | $0 | 0.00% | 0 | -886 | -100.0% | -$28.67万 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $0 | 0.00% | 0 | -7,231 | -100.0% | -$28.56万 | 清仓 |
| RGEN | REPLIGEN CORP COM | $0 | 0.00% | 0 | -1,715 | -100.0% | -$28.10万 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AYI | ACUITY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORI | OLD REP INTL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $0 | 0.00% | 0 | -1,230 | -100.0% | -$23.51万 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRC | KILROY RLTY CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $0 | 0.00% | 0 | -4,275 | -100.0% | -$22.40万 | 清仓 |
| TRU | TRANSUNION COM | $0 | 0.00% | 0 | -2,567 | -100.0% | -$22.01万 | 清仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBX | DROPBOX INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -833 | -100.0% | -$21.77万 | 清仓 |
| RPM | RPM INTL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UDR | UDR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -641 | -100.0% | -$21.07万 | 清仓 |
| ACIW | ACI WORLDWIDE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDU | BAIDU INC SPON ADR REP A | $0 | 0.00% | 0 | -1,556 | -100.0% | -$20.33万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -2,950 | -100.0% | -$20.17万 | 清仓 |
| FLO | FLOWERS FOODS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JAMF HLDG CORP COM | $0 | 0.00% | 0 | -10,909 | -100.0% | -$14.19万 | 清仓 |
| — | NEW FORTRESS ENERGY INC COM CL A 看涨期权 | $590 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | VERDE CLEAN FUELS INC WT EXP 021528 | $1,300 | 0.00% | 62,222 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC COM NEW | $8,488 | 0.00% | 10,000 | 10,000 | — | $8,488 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $3.58万 | 0.00% | 12,254 | 12,254 | — | $3.58万 | 新建仓 |
| CERT | CERTARA INC COM | $6.99万 | 0.00% | 12,257 | 12,257 | — | $6.99万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7.37万 | 0.00% | 14,651 | 2,097 | 16.7% | $1.05万 | 加仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $8.89万 | 0.00% | 150,763 | 119 | 0.1% | $70 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $9.36万 | 0.00% | 17,172 | 17,172 | — | $9.36万 | 新建仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $9.37万 | 0.00% | 11,874 | 11,874 | — | $9.37万 | 新建仓 |
| PRME | PRIME MEDICINE INC COM | $11.27万 | 0.00% | 32,374 | 401 | 1.3% | $1,395 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $11.49万 | 0.00% | 19,142 | 19,142 | — | $11.49万 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $11.72万 | 0.00% | 55,295 | 24,111 | 77.3% | $5.11万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $12.65万 | 0.00% | 11,434 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $12.68万 | 0.00% | 11,253 | 11,253 | — | $12.68万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC COM | $13.18万 | 0.00% | 10,414 | 0 | 0.0% | — | 不变 |
| — | GREAT ELM CAP CORP COM NEW | $13.34万 | 0.00% | 26,625 | 0 | 0.0% | — | 不变 |
| — | FLEXIBLE SOLUTIONS INTL INC COM | $13.60万 | 0.00% | 25,181 | 25,181 | — | $13.60万 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $14.47万 | 0.00% | 14,641 | -1,157 | -7.3% | -$1.14万 | 减仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $14.74万 | 0.00% | 37,991 | 15,960 | 72.4% | $6.19万 | 加仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $15.64万 | 0.00% | 11,578 | 11,578 | — | $15.64万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $16.21万 | 0.00% | 20,419 | 6,483 | 46.5% | $5.15万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $16.29万 | 0.00% | 27,239 | 8,605 | 46.2% | $5.15万 | 加仓 |
| HUN | HUNTSMAN CORP COM | $16.93万 | 0.00% | 12,718 | 12,718 | — | $16.93万 | 新建仓 |
| NVCR | NOVOCURE LTD ORD SHS | $17.24万 | 0.00% | 15,813 | 15,813 | — | $17.24万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC COM STK | $17.50万 | 0.00% | 66,536 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $17.97万 | 0.00% | 17,069 | 17,069 | — | $17.97万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $19.01万 | 0.00% | 21,173 | 1,672 | 8.6% | $1.50万 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $20.04万 | 0.00% | 2,460 | 2,460 | — | $20.04万 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $20.05万 | 0.00% | 7,747 | -3,264 | -29.6% | -$8.45万 | 减仓 |
| WRB | BERKLEY W R CORP COM | $20.07万 | 0.00% | 3,028 | -28 | -0.9% | -$1,856 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $20.28万 | 0.00% | 4,698 | 4,698 | — | $20.28万 | 新建仓 |
| DVA | DAVITA INC COM | $20.38万 | 0.00% | 1,326 | 1,326 | — | $20.38万 | 新建仓 |
| EPAM | EPAM SYS INC COM | $20.42万 | 0.00% | 1,508 | -220 | -12.7% | -$2.98万 | 减仓 |
| POWL | POWELL INDS INC COM | $20.45万 | 0.00% | 378 | 378 | — | $20.45万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $20.47万 | 0.00% | 945 | 945 | — | $20.47万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $20.49万 | 0.00% | 1,084 | 1,084 | — | $20.49万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $20.51万 | 0.00% | 3,468 | 3,468 | — | $20.51万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $20.55万 | 0.00% | 6,738 | 6,738 | — | $20.55万 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $20.63万 | 0.00% | 3,065 | 3,065 | — | $20.63万 | 新建仓 |
| UNM | UNUM GROUP COM | $20.63万 | 0.00% | 2,825 | 43 | 1.5% | $3,140 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $20.65万 | 0.00% | 2,984 | 2,984 | — | $20.65万 | 新建仓 |
| — | QORVO INC COM | $20.72万 | 0.00% | 2,677 | 187 | 7.5% | $1.45万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $20.76万 | 0.00% | 5,649 | -166 | -2.9% | -$6,101 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $20.82万 | 0.00% | 3,197 | 3,197 | — | $20.82万 | 新建仓 |
| EQT | EQT CORP COM | $20.93万 | 0.00% | 3,289 | 3,289 | — | $20.93万 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $20.97万 | 0.00% | 1,284 | 1,284 | — | $20.97万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $21.20万 | 0.00% | 1,660 | 1,660 | — | $21.20万 | 新建仓 |
| ROL | ROLLINS INC COM | $21.32万 | 0.00% | 3,991 | -412 | -9.4% | -$2.20万 | 减仓 |
| OSK | OSHKOSH CORP COM | $21.32万 | 0.00% | 1,448 | 1,448 | — | $21.32万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $21.32万 | 0.00% | 5,759 | 5,759 | — | $21.32万 | 新建仓 |
| PPG | PPG INDS INC COM | $21.35万 | 0.00% | 1,998 | 1,998 | — | $21.35万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $21.37万 | 0.00% | 3,084 | 814 | 35.9% | $5.64万 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $21.46万 | 0.00% | 598 | 598 | — | $21.46万 | 新建仓 |
| P | EVERPURE INC CL A | $21.46万 | 0.00% | 3,635 | 1,038 | 40.0% | $6.13万 | 重新持有 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $21.51万 | 0.00% | 4,794 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC COM | $21.55万 | 0.00% | 464 | -35 | -7.0% | -$1.63万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $21.67万 | 0.00% | 2,219 | -128 | -5.5% | -$1.25万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $21.69万 | 0.00% | 590 | 590 | — | $21.69万 | 新建仓 |
| CHEF | CHEFS WHSE INC COM | $21.69万 | 0.00% | 3,649 | 17 | 0.5% | $1,011 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $21.71万 | 0.00% | 19,244 | 4,487 | 30.4% | $5.06万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $21.78万 | 0.00% | 800 | 800 | — | $21.78万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $21.85万 | 0.00% | 1,461 | 1,461 | — | $21.85万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $21.89万 | 0.00% | 1,528 | 1,528 | — | $21.89万 | 新建仓 |
| CMPR | CIMPRESS PLC SHS EURO | $22.00万 | 0.00% | 3,014 | -15 | -0.5% | -$1,095 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $22.10万 | 0.00% | 4,952 | 0 | 0.0% | — | 不变 |