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 |
|---|---|---|---|---|---|---|---|---|
| CWEN | CLEARWAY ENERGY INC CL C | $111.19万 | 0.02% | 32,532 | -574 | -1.7% | -$1.96万 | 减仓 |
| FTNT | FORTINET INC COM | $110.00万 | 0.02% | 7,160 | 581 | 8.8% | $8.93万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $109.56万 | 0.02% | 53,002 | -3,815 | -6.7% | -$7.89万 | 减仓 |
| CTVA | CORTEVA INC COM | $109.35万 | 0.02% | 12,912 | 2,396 | 22.8% | $20.29万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $108.71万 | 0.02% | 10,457 | 1,024 | 10.9% | $10.65万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $106.29万 | 0.02% | 7,428 | 943 | 14.5% | $13.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 看跌期权 | $106.15万 | 0.02% | 1,100 | 1,100 | — | $106.15万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $105.64万 | 0.02% | 4,132 | 722 | 21.2% | $18.46万 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $105.53万 | 0.02% | 4,599 | 148 | 3.3% | $3.40万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $103.98万 | 0.02% | 3,578 | 254 | 7.6% | $7.38万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $103.91万 | 0.02% | 43,405 | -9,765 | -18.4% | -$23.38万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $103.71万 | 0.02% | 2,763 | 247 | 9.8% | $9.27万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $103.39万 | 0.02% | 3,971 | 640 | 19.2% | $16.66万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $103.29万 | 0.02% | 10,925 | 1,007 | 10.2% | $9.52万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $103.03万 | 0.02% | 14,035 | -451 | -3.1% | -$3.31万 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $102.95万 | 0.02% | 7,119 | 1,377 | 24.0% | $19.91万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $102.82万 | 0.02% | 4,613 | -385 | -7.7% | -$8.58万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $102.65万 | 0.02% | 7,025 | 1,084 | 18.2% | $15.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $100.76万 | 0.01% | 12,415 | -1,420 | -10.3% | -$11.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $100.56万 | 0.01% | 13,936 | -1,686 | -10.8% | -$12.17万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $100.22万 | 0.01% | 4,134 | 84 | 2.1% | $2.04万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $99.43万 | 0.01% | 23,297 | 2,585 | 12.5% | $11.03万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $98.50万 | 0.01% | 8,001 | -3,066 | -27.7% | -$37.75万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $98.12万 | 0.01% | 710 | 45 | 6.8% | $6.22万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $97.79万 | 0.01% | 8,840 | 2,833 | 47.2% | $31.34万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $97.23万 | 0.01% | 22,830 | 104 | 0.5% | $4,429 | 加仓 |
| PLD | PROLOGIS INC. COM | $97.03万 | 0.01% | 7,162 | 1,035 | 16.9% | $14.02万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $96.66万 | 0.01% | 2,928 | 379 | 14.9% | $12.51万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $96.46万 | 0.01% | 9,640 | -211 | -2.1% | -$2.11万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $95.28万 | 0.01% | 8,285 | 308 | 3.9% | $3.54万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $94.35万 | 0.01% | 8,214 | -44 | -0.5% | -$5,054 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $92.64万 | 0.01% | 2,395 | 1,010 | 72.9% | $39.07万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $92.58万 | 0.01% | 7,624 | 1,646 | 27.5% | $19.99万 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $92.50万 | 0.01% | 24,126 | 2,099 | 9.5% | $8.05万 | 加仓 |
| FFIV | F5 INC COM | $91.97万 | 0.01% | 2,211 | 694 | 45.7% | $28.87万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $91.93万 | 0.01% | 30,151 | -1,510 | -4.8% | -$4.60万 | 减仓 |
| EBAY | EBAY INC. COM | $91.40万 | 0.01% | 8,179 | 2,191 | 36.6% | $24.49万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $90.88万 | 0.01% | 20,147 | 2,124 | 11.8% | $9.58万 | 加仓 |
| ALL | ALLSTATE CORP COM | $90.48万 | 0.01% | 3,803 | 1,121 | 41.8% | $26.67万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $89.02万 | 0.01% | 1,691 | 507 | 42.8% | $26.69万 | 加仓 |
| MET | METLIFE INC COM | $88.22万 | 0.01% | 10,426 | 2,655 | 34.2% | $22.46万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $87.51万 | 0.01% | 6,588 | 2,774 | 72.7% | $36.85万 | 加仓 |
| OKE | ONEOK INC NEW COM | $87.27万 | 0.01% | 10,038 | 203 | 2.1% | $1.76万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $86.94万 | 0.01% | 9,283 | 959 | 11.5% | $8.98万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $86.60万 | 0.01% | 18,266 | 13 | 0.1% | $616 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $86.52万 | 0.01% | 9,193 | 626 | 7.3% | $5.89万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $86.25万 | 0.01% | 4,054 | -345 | -7.8% | -$7.34万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $85.90万 | 0.01% | 7,314 | -78 | -1.1% | -$9,160 | 减仓 |
| MKL | MARKEL GROUP INC COM | $85.54万 | 0.01% | 438 | -52 | -10.6% | -$10.16万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $85.23万 | 0.01% | 1,673 | -228 | -12.0% | -$11.62万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $85.06万 | 0.01% | 5,428 | 536 | 11.0% | $8.40万 | 加仓 |
| FAST | FASTENAL CO COM | $85.02万 | 0.01% | 17,700 | -1,960 | -10.0% | -$9.41万 | 减仓 |
| MTZ | MASTEC INC COM | $84.46万 | 0.01% | 2,030 | 66 | 3.4% | $2.75万 | 加仓 |
| CI | THE CIGNA GROUP COM | $82.92万 | 0.01% | 3,008 | 546 | 22.2% | $15.05万 | 加仓 |
| TWLO | TWILIO INC CL A | $82.88万 | 0.01% | 4,017 | 556 | 16.1% | $11.47万 | 加仓 |
| YUM | YUM BRANDS INC COM | $81.86万 | 0.01% | 5,121 | -30 | -0.6% | -$4,796 | 减仓 |
| CTAS | CINTAS CORP COM | $80.48万 | 0.01% | 4,732 | 1,112 | 30.7% | $18.91万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $80.43万 | 0.01% | 15,687 | 1,122 | 7.7% | $5.75万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $80.26万 | 0.01% | 1,558 | 595 | 61.8% | $30.65万 | 加仓 |
| DAKT | Daktari | $80.17万 | 0.01% | 40,989 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $79.69万 | 0.01% | 8,326 | 1,605 | 23.9% | $15.36万 | 加仓 |
| EQIX | EQUINIX INC COM | $79.59万 | 0.01% | 764 | 106 | 16.1% | $11.04万 | 加仓 |
| ROST | ROSS STORES INC COM | $79.33万 | 0.01% | 3,727 | 1,021 | 37.7% | $21.73万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $78.75万 | 0.01% | 6,266 | 1,729 | 38.1% | $21.73万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $78.47万 | 0.01% | 18,991 | 9,962 | 110.3% | $41.16万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $77.41万 | 0.01% | 7,097 | 827 | 13.2% | $9.02万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $77.06万 | 0.01% | 13,066 | 1,335 | 11.4% | $7.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $76.31万 | 0.01% | 3,099 | 619 | 25.0% | $15.24万 | 加仓 |
| CPRT | COPART INC COM | $76.02万 | 0.01% | 26,968 | 9,158 | 51.4% | $25.82万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $75.49万 | 0.01% | 9,997 | -58 | -0.6% | -$4,380 | 减仓 |
| EXC | EXELON CORP COM | $75.33万 | 0.01% | 16,158 | 3,724 | 30.0% | $17.36万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $74.97万 | 0.01% | 4,591 | -228 | -4.7% | -$3.72万 | 减仓 |
| BALL | BALL CORP COM | $74.17万 | 0.01% | 11,886 | 1,601 | 15.6% | $9.99万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $74.06万 | 0.01% | 5,324 | -23,378 | -81.5% | -$325.19万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $73.73万 | 0.01% | 21,187 | 14,041 | 196.5% | $48.86万 | 加仓 |
| FISV | FISERV INC COM | $73.30万 | 0.01% | 14,944 | -32,651 | -68.6% | -$160.15万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $73.11万 | 0.01% | 11,390 | 5,879 | 106.7% | $37.74万 | 重新持有 |
| NEM | NEWMONT CORP COM | $72.47万 | 0.01% | 7,759 | -165 | -2.1% | -$1.54万 | 减仓 |
| SRE | SEMPRA COM | $72.35万 | 0.01% | 7,804 | -1,115 | -12.5% | -$10.34万 | 减仓 |
| PAYX | PAYCHEX INC COM | $71.73万 | 0.01% | 7,295 | 3,054 | 72.0% | $30.03万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $71.64万 | 0.01% | 3,494 | -493 | -12.4% | -$10.11万 | 减仓 |
| MCK | MCKESSON CORP COM | $71.40万 | 0.01% | 945 | -92 | -8.9% | -$6.95万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $71.21万 | 0.01% | 4,821 | 672 | 16.2% | $9.93万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $70.86万 | 0.01% | 9,508 | 2,151 | 29.2% | $16.03万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $70.66万 | 0.01% | 6,215 | 1,677 | 37.0% | $19.07万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $70.55万 | 0.01% | 11,218 | 2,105 | 23.1% | $13.24万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $70.06万 | 0.01% | 12,154 | 2,071 | 20.5% | $11.94万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $69.91万 | 0.01% | 923 | 180 | 24.2% | $13.63万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $69.84万 | 0.01% | 2,769 | 140 | 5.3% | $3.53万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $69.66万 | 0.01% | 1,517 | 1,517 | — | $69.66万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $69.14万 | 0.01% | 8,771 | 2,890 | 49.1% | $22.78万 | 加仓 |
| MCO | MOODYS CORP COM | $69.09万 | 0.01% | 1,525 | 157 | 11.5% | $7.11万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $68.59万 | 0.01% | 8,354 | -752 | -8.3% | -$6.17万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $68.34万 | 0.01% | 8,813 | 1,662 | 23.2% | $12.89万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $67.44万 | 0.01% | 6,230 | 814 | 15.0% | $8.81万 | 加仓 |
| ROKU | ROKU INC COM CL A | $67.12万 | 0.01% | 4,859 | 1,657 | 51.7% | $22.89万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $66.80万 | 0.01% | 2,308 | 473 | 25.8% | $13.69万 | 加仓 |
| WELL | WELLTOWER INC COM | $66.79万 | 0.01% | 2,943 | 407 | 16.0% | $9.24万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $66.58万 | 0.01% | 13,947 | 2,242 | 19.2% | $10.70万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $66.53万 | 0.01% | 14,746 | 2,467 | 20.1% | $11.13万 | 加仓 |