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 |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,071.77万 | 0.18% | 104,819 | 80,138 | 324.7% | $819.41万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $1,065.20万 | 0.18% | 209,067 | 88,449 | 73.3% | $450.65万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,060.93万 | 0.18% | 49,333 | -770 | -1.5% | -$16.56万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $1,054.87万 | 0.18% | 292,533 | 45,467 | 18.4% | $163.95万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $985.42万 | 0.17% | 105,596 | -2,888 | -2.7% | -$26.95万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $983.76万 | 0.17% | 128,528 | -49,933 | -28.0% | -$382.19万 | 减仓 |
| MCD | MCDONALDS CORP COM | $983.68万 | 0.17% | 31,651 | -631 | -2.0% | -$19.61万 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $974.36万 | 0.16% | 201,065 | 23,920 | 13.5% | $115.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $928.90万 | 0.16% | 90,474 | -816 | -0.9% | -$8.38万 | 减仓 |
| RTX | RTX CORPORATION COM | $920.69万 | 0.15% | 47,729 | 16,004 | 50.4% | $308.72万 | 加仓 |
| WMT | WALMART INC COM | $899.66万 | 0.15% | 72,390 | 4,850 | 7.2% | $60.28万 | 加仓 |
| TSLA | TESLA INC COM | $891.01万 | 0.15% | 23,968 | 4,401 | 22.5% | $163.61万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $882.01万 | 0.15% | 35,697 | 31,919 | 844.9% | $788.66万 | 加仓 |
| LAZ | LAZARD INC COM | $846.01万 | 0.14% | 199,155 | 2,307 | 1.2% | $9.80万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $830.22万 | 0.14% | 157,971 | -2,138 | -1.3% | -$11.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $825.04万 | 0.14% | 34,038 | 1,053 | 3.2% | $25.52万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $817.25万 | 0.14% | 218,283 | -444 | -0.2% | -$1.66万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $800.34万 | 0.13% | 69,686 | -1,118 | -1.6% | -$12.84万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $798.49万 | 0.13% | 116,093 | 116,093 | — | $798.49万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $788.15万 | 0.13% | 9,029 | 4,676 | 107.4% | $408.17万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $765.53万 | 0.13% | 298,800 | -9,853 | -3.2% | -$25.24万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $741.36万 | 0.12% | 146,927 | -168,616 | -53.4% | -$850.79万 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $739.37万 | 0.12% | 163,072 | -426 | -0.3% | -$1.93万 | 减仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $711.11万 | 0.12% | 99,027 | 15,421 | 18.4% | $110.74万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $692.74万 | 0.12% | 24,533 | 516 | 2.1% | $14.57万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $685.56万 | 0.12% | 380,441 | 15,706 | 4.3% | $28.30万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $677.83万 | 0.11% | 82,682 | 73,485 | 799.0% | $602.43万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $619.93万 | 0.10% | 19,324 | -125 | -0.6% | -$4.01万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $618.78万 | 0.10% | 215,528 | 48,158 | 28.8% | $138.26万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $617.86万 | 0.10% | 47,158 | 254 | 0.5% | $3.33万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $612.49万 | 0.10% | 17,309 | -32,932 | -65.5% | -$1,165.31万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $606.25万 | 0.10% | 80,608 | -14,794 | -15.5% | -$111.27万 | 减仓 |
| UNP | UNION PAC CORP COM | $589.85万 | 0.10% | 24,312 | 13,898 | 133.5% | $337.19万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $575.96万 | 0.10% | 48,555 | -392 | -0.8% | -$4.65万 | 减仓 |
| ETN | EATON CORP PLC SHS | $548.63万 | 0.09% | 15,339 | 971 | 6.8% | $34.73万 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $546.62万 | 0.09% | 79,881 | 21,207 | 36.1% | $145.12万 | 加仓 |
| GLW | CORNING INC COM | $542.80万 | 0.09% | 39,920 | -111 | -0.3% | -$1.51万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $540.60万 | 0.09% | 58,992 | -33,630 | -36.3% | -$308.19万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $532.85万 | 0.09% | 340,481 | -14,654 | -4.1% | -$22.93万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $527.00万 | 0.09% | 12,359 | 82 | 0.7% | $3.50万 | 加仓 |
| AMGN | AMGEN INC COM | $513.78万 | 0.09% | 14,602 | 493 | 3.5% | $17.35万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $498.45万 | 0.08% | 81,349 | -4,901 | -5.7% | -$30.03万 | 减仓 |
| NFLX | NETFLIX INC. COM | $485.86万 | 0.08% | 50,531 | 9,314 | 22.6% | $89.55万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $483.49万 | 0.08% | 192,626 | 22 | 0.0% | $552 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $477.78万 | 0.08% | 143,823 | 40,946 | 39.8% | $136.02万 | 加仓 |
| ADBE | ADOBE INC COM | $477.07万 | 0.08% | 19,627 | -66,838 | -77.3% | -$1,624.61万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $476.20万 | 0.08% | 7,721 | -284 | -3.5% | -$17.52万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $468.08万 | 0.08% | 58,474 | -109,560 | -65.2% | -$877.03万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $451.07万 | 0.08% | 5,039 | 2,297 | 83.8% | $205.62万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $448.14万 | 0.08% | 15,792 | 1,302 | 9.0% | $36.95万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $439.67万 | 0.07% | 55,228 | -4,075 | -6.9% | -$32.44万 | 减仓 |
| ECL | ECOLAB INC COM | $439.05万 | 0.07% | 16,505 | 394 | 2.4% | $10.48万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $430.55万 | 0.07% | 28,702 | -7,645 | -21.0% | -$114.68万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $426.63万 | 0.07% | 14,115 | 2 | 0.0% | $605 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $423.23万 | 0.07% | 17,066 | 322 | 1.9% | $7.99万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $419.75万 | 0.07% | 31,584 | -132 | -0.4% | -$1.75万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $416.60万 | 0.07% | 25,196 | 2,476 | 10.9% | $40.94万 | 加仓 |
| DIS | DISNEY WALT CO COM | $410.27万 | 0.07% | 42,569 | -2,251 | -5.0% | -$21.69万 | 减仓 |
| PFE | PFIZER INC COM | $408.07万 | 0.07% | 145,322 | 5,394 | 3.9% | $15.15万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $407.13万 | 0.07% | 11,418 | -57 | -0.5% | -$2.03万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $401.59万 | 0.07% | 13,277 | -990 | -6.9% | -$29.94万 | 减仓 |
| T | AT&T INC COM | $399.15万 | 0.07% | 137,685 | 96,679 | 235.8% | $280.27万 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $395.64万 | 0.07% | 70,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $394.81万 | 0.07% | 42,582 | -2,702 | -6.0% | -$25.05万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $392.16万 | 0.07% | 14,400 | 13,178 | 1,078.4% | $358.88万 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $391.35万 | 0.07% | 172,477 | 5,268 | 3.2% | $11.95万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $388.72万 | 0.07% | 67,439 | -1,111 | -1.6% | -$6.40万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $383.82万 | 0.06% | 42,841 | -1,697 | -3.8% | -$15.20万 | 减仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $379.97万 | 0.06% | 42,290 | -393 | -0.9% | -$3.53万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $359.26万 | 0.06% | 24,826 | -2,293 | -8.5% | -$33.18万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $358.81万 | 0.06% | 2,602 | 2,602 | — | $358.81万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $356.57万 | 0.06% | 41,837 | 2,317 | 5.9% | $19.75万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $354.28万 | 0.06% | 26,154 | -97 | -0.4% | -$1.31万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $346.33万 | 0.06% | 7,756 | -247 | -3.1% | -$11.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $343.15万 | 0.06% | 23,459 | -314 | -1.3% | -$4.59万 | 减仓 |
| SHM | SPDR NUVEEN BLMBG ST MUNBD ETF | $334.53万 | 0.06% | 69,941 | -10,251 | -12.8% | -$49.03万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $332.36万 | 0.06% | 17,327 | -1,068 | -5.8% | -$20.49万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $326.65万 | 0.05% | 16,649 | -396 | -2.3% | -$7.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $326.29万 | 0.05% | 5,399 | 289 | 5.7% | $17.47万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $321.10万 | 0.05% | 63,786 | -12 | -0.0% | -$604 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $319.93万 | 0.05% | 15,727 | 3,415 | 27.7% | $69.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $317.98万 | 0.05% | 18,425 | -734 | -3.8% | -$12.67万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $317.92万 | 0.05% | 19,658 | 9,926 | 102.0% | $160.53万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $315.26万 | 0.05% | 94,221 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC COM | $314.53万 | 0.05% | 819,090 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $313.61万 | 0.05% | 52,956 | -1,232 | -2.3% | -$7.30万 | 减仓 |
| FTV | FORTIVE CORP COM | $309.72万 | 0.05% | 56,048 | -837 | -1.5% | -$4.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $309.58万 | 0.05% | 9,160 | 1,124 | 14.0% | $37.99万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $305.62万 | 0.05% | 18,571 | 1,060 | 6.1% | $17.44万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $305.01万 | 0.05% | 6,983 | 171 | 2.5% | $7.47万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $295.10万 | 0.05% | 10,910 | -80 | -0.7% | -$2.16万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $291.65万 | 0.05% | 62,028 | 1,307 | 2.2% | $6.15万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $289.56万 | 0.05% | 13,703 | 11,972 | 691.6% | $252.98万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $288.57万 | 0.05% | 11,213 | 1 | 0.0% | $257 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $288.54万 | 0.05% | 13,665 | 2,755 | 25.3% | $58.17万 | 加仓 |
| GLD | SPDR GOLD SHARES | $287.40万 | 0.05% | 6,679 | -21 | -0.3% | -$9,036 | 减仓 |
| ENTG | ENTEGRIS INC COM | $281.96万 | 0.05% | 24,050 | -493 | -2.0% | -$5.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $276.79万 | 0.05% | 19,860 | 1,617 | 8.9% | $22.54万 | 加仓 |
| LOW | LOWES COS INC COM | $273.61万 | 0.05% | 11,580 | 727 | 6.7% | $17.18万 | 加仓 |
| STT | STATE STR CORP COM | $270.45万 | 0.05% | 21,369 | 849 | 4.1% | $10.74万 | 加仓 |