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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP CL A | $97.43万 | 0.02% | 11,220 | 925 | 9.0% | $8.03万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $96.00万 | 0.02% | 31,661 | -375 | -1.2% | -$1.14万 | 减仓 |
| NUE | NUCOR CORP COM | $94.75万 | 0.02% | 5,603 | 2,580 | 85.3% | $43.63万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $93.79万 | 0.02% | 490 | -24 | -4.7% | -$4.59万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $93.53万 | 0.02% | 16,610 | 795 | 5.0% | $4.48万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $92.78万 | 0.02% | 8,258 | 687 | 9.1% | $7.72万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $91.97万 | 0.02% | 22,726 | -1,856 | -7.6% | -$7.51万 | 减仓 |
| FAST | FASTENAL CO COM | $91.22万 | 0.02% | 19,660 | 2,023 | 11.5% | $9.39万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $89.98万 | 0.02% | 3,171 | -1,433 | -31.1% | -$40.66万 | 减仓 |
| MCK | MCKESSON CORP COM | $89.73万 | 0.02% | 1,037 | 175 | 20.3% | $15.14万 | 加仓 |
| OKE | ONEOK INC NEW COM | $88.90万 | 0.01% | 9,835 | 904 | 10.1% | $8.17万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $88.64万 | 0.01% | 10,055 | 1,076 | 12.0% | $9.49万 | 加仓 |
| CTVA | CORTEVA INC COM | $88.03万 | 0.01% | 10,516 | 1,667 | 18.8% | $13.95万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $87.71万 | 0.01% | 15,445 | -1,170 | -7.0% | -$6.64万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $87.66万 | 0.01% | 7,392 | -804 | -9.8% | -$9.53万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $86.79万 | 0.01% | 18,253 | 18,253 | — | $86.79万 | 新建仓 |
| SRE | SEMPRA COM | $86.66万 | 0.01% | 8,919 | 813 | 10.0% | $7.90万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $86.54万 | 0.01% | 4,050 | -2 | -0.0% | -$427 | 减仓 |
| NEM | NEWMONT CORP COM | $85.78万 | 0.01% | 7,924 | 1,822 | 29.9% | $19.72万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $84.81万 | 0.01% | 3,680 | 582 | 18.8% | $13.41万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $84.43万 | 0.01% | 4,399 | 1,758 | 66.6% | $33.74万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $83.27万 | 0.01% | 3,410 | -16 | -0.5% | -$3,907 | 减仓 |
| ATI | ATI INC COM | $82.50万 | 0.01% | 5,672 | -3,940 | -41.0% | -$57.31万 | 减仓 |
| ADSK | AUTODESK INC COM | $82.45万 | 0.01% | 3,444 | 615 | 21.7% | $14.72万 | 加仓 |
| GWW | WW GRAINGER INC COM | $81.99万 | 0.01% | 752 | 137 | 22.3% | $14.94万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $81.90万 | 0.01% | 6,485 | 1,345 | 26.2% | $16.99万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $81.28万 | 0.01% | 3,987 | -1,066 | -21.1% | -$21.73万 | 减仓 |
| PLD | PROLOGIS INC. COM | $80.98万 | 0.01% | 6,127 | 1,503 | 32.5% | $19.87万 | 加仓 |
| TER | TERADYNE INC COM | $80.54万 | 0.01% | 2,717 | 886 | 48.4% | $26.27万 | 加仓 |
| DAKT | Daktari | $80.13万 | 0.01% | 40,989 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $80.12万 | 0.01% | 4,451 | 31 | 0.7% | $5,580 | 加仓 |
| YUM | YUM BRANDS INC COM | $80.09万 | 0.01% | 5,151 | 752 | 17.1% | $11.69万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $79.72万 | 0.01% | 9,851 | 23 | 0.2% | $1,861 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $79.34万 | 0.01% | 10,950 | 210 | 2.0% | $1.52万 | 加仓 |
| MTB | M & T BK CORP COM | $78.62万 | 0.01% | 3,803 | 172 | 4.7% | $3.56万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $77.80万 | 0.01% | 5,941 | 1,885 | 46.5% | $24.68万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $76.48万 | 0.01% | 4,660 | 1,345 | 40.6% | $22.07万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $75.58万 | 0.01% | 7,977 | 376 | 4.9% | $3.56万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $75.19万 | 0.01% | 9,106 | -458 | -4.8% | -$3.78万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $74.73万 | 0.01% | 4,892 | 913 | 22.9% | $13.95万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $74.54万 | 0.01% | 14,565 | 1,115 | 8.3% | $5.71万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $74.36万 | 0.01% | 2,549 | 117 | 4.8% | $3.41万 | 加仓 |
| SNDK | SANDISK CORP COM | $73.38万 | 0.01% | 1,155 | 1,155 | — | $73.38万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $72.72万 | 0.01% | 665 | 156 | 30.6% | $17.06万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $71.57万 | 0.01% | 5,259 | -163 | -3.0% | -$2.22万 | 减仓 |
| — | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | $70.43万 | 0.01% | 6,875 | 980 | 16.6% | $10.04万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $70.32万 | 0.01% | 5,416 | 5,416 | — | $70.32万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $69.92万 | 0.01% | 2,516 | -56 | -2.2% | -$1.56万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $69.86万 | 0.01% | 11,731 | 300 | 2.6% | $1.79万 | 加仓 |
| PHM | PULTE GROUP INC COM | $69.78万 | 0.01% | 5,933 | -2,402 | -28.8% | -$28.25万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $69.23万 | 0.01% | 1,463 | 202 | 16.0% | $9.56万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $68.34万 | 0.01% | 6,270 | 91 | 1.5% | $9,918 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $68.14万 | 0.01% | 2,440 | -8 | -0.3% | -$2,234 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $68.12万 | 0.01% | 5,742 | 838 | 17.1% | $9.94万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $67.98万 | 0.01% | 6,007 | 659 | 12.3% | $7.46万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $67.06万 | 0.01% | 6,770 | -3,324 | -32.9% | -$32.92万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $66.53万 | 0.01% | 1,184 | 116 | 10.9% | $6.52万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $66.51万 | 0.01% | 7,151 | 648 | 10.0% | $6.03万 | 加仓 |
| CI | THE CIGNA GROUP COM | $65.66万 | 0.01% | 2,462 | 736 | 42.6% | $19.63万 | 加仓 |
| SLB | SLB LIMITED COM STK | $65.26万 | 0.01% | 12,699 | 3,227 | 34.1% | $16.58万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $65.11万 | 0.01% | 9,738 | 42 | 0.4% | $2,808 | 加仓 |
| SO | SOUTHERN CO COM | $64.87万 | 0.01% | 6,721 | 2,281 | 51.4% | $22.01万 | 加仓 |
| FDX | FEDEX CORP COM | $64.75万 | 0.01% | 1,818 | 197 | 12.2% | $7.02万 | 加仓 |
| PATK | PATRICK INDS INC COM | $64.61万 | 0.01% | 5,817 | -4,557 | -43.9% | -$50.61万 | 减仓 |
| EQIX | EQUINIX INC COM | $64.50万 | 0.01% | 658 | 261 | 65.7% | $25.58万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $63.70万 | 0.01% | 1,775 | 172 | 10.7% | $6.17万 | 加仓 |
| HAS | HASBRO INC COM | $63.32万 | 0.01% | 6,765 | -171 | -2.5% | -$1.60万 | 减仓 |
| MTZ | MASTEC INC COM | $63.19万 | 0.01% | 1,964 | 122 | 6.6% | $3.93万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $62.99万 | 0.01% | 4,658 | 639 | 15.9% | $8.64万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $62.52万 | 0.01% | 2,631 | -865 | -24.7% | -$20.56万 | 减仓 |
| — | CHART INDS INC COM | $62.11万 | 0.01% | 3,004 | -2,268 | -43.0% | -$46.89万 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $61.98万 | 0.01% | 2,323 | 90 | 4.0% | $2.40万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $61.41万 | 0.01% | 9,918 | 634 | 6.8% | $3.93万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $61.40万 | 0.01% | 13,406 | 365 | 2.8% | $1.67万 | 加仓 |
| CTAS | CINTAS CORP COM | $61.23万 | 0.01% | 3,620 | 1,390 | 62.3% | $23.51万 | 加仓 |
| EXC | EXELON CORP COM | $60.95万 | 0.01% | 12,434 | 2,516 | 25.4% | $12.33万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $60.88万 | 0.01% | 8,567 | 1,251 | 17.1% | $8.89万 | 加仓 |
| BALL | BALL CORP COM | $60.79万 | 0.01% | 10,285 | 125 | 1.2% | $7,389 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $60.04万 | 0.01% | 777 | 66 | 9.3% | $5.10万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $59.92万 | 0.01% | 2,853 | 680 | 31.3% | $14.28万 | 加仓 |
| MCO | MOODYS CORP COM | $59.70万 | 0.01% | 1,368 | 261 | 23.6% | $11.39万 | 加仓 |
| CPRT | COPART INC COM | $59.13万 | 0.01% | 17,810 | -2,054 | -10.3% | -$6.82万 | 减仓 |
| PLMR | PALOMAR HLDGS INC COM | $58.94万 | 0.01% | 4,932 | -4,246 | -46.3% | -$50.74万 | 减仓 |
| APA | APA CORPORATION COM | $58.73万 | 0.01% | 13,838 | 2,075 | 17.6% | $8.81万 | 加仓 |
| ROST | ROSS STORES INC COM | $58.61万 | 0.01% | 2,706 | 1,358 | 100.7% | $29.41万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $57.65万 | 0.01% | 3,055 | 103 | 3.5% | $1.94万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $57.33万 | 0.01% | 10,083 | -309 | -3.0% | -$1.76万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $56.59万 | 0.01% | 2,896 | -290 | -9.1% | -$5.67万 | 减仓 |
| HSY | HERSHEY CO COM | $56.26万 | 0.01% | 2,706 | 142 | 5.5% | $2.95万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $55.80万 | 0.01% | 3,854 | -1,708 | -30.7% | -$24.73万 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $55.78万 | 0.01% | 5,978 | 550 | 10.1% | $5.13万 | 加仓 |
| ALL | ALLSTATE CORP COM | $55.62万 | 0.01% | 2,682 | 917 | 52.0% | $19.02万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $55.60万 | 0.01% | 4,819 | 591 | 14.0% | $6.82万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $55.59万 | 0.01% | 1,402 | 698 | 99.1% | $27.68万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $55.43万 | 0.01% | 1,415 | 211 | 17.5% | $8.27万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $55.36万 | 0.01% | 7,357 | 2,245 | 43.9% | $16.89万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $55.34万 | 0.01% | 8,324 | 790 | 10.5% | $5.25万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $55.33万 | 0.01% | 9,374 | 44 | 0.5% | $2,597 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $55.14万 | 0.01% | 4,537 | 617 | 15.7% | $7.50万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $54.98万 | 0.01% | 4,149 | 583 | 16.3% | $7.73万 | 加仓 |