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 |
|---|---|---|---|---|---|---|---|---|
| CGNX | COGNEX CORP COM | $48.51万 | 0.01% | 6,698 | 1,527 | 29.5% | $11.06万 | 加仓 |
| CSX | CSX CORP COM | $48.45万 | 0.01% | 10,194 | 1,149 | 12.7% | $5.46万 | 加仓 |
| STE | STERIS PLC SHS USD | $48.37万 | 0.01% | 2,297 | 144 | 6.7% | $3.03万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $48.23万 | 0.01% | 7,113 | 1,152 | 19.3% | $7.81万 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $48.15万 | 0.01% | 16,435 | 4,665 | 39.6% | $13.67万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $48.10万 | 0.01% | 4,302 | 868 | 25.3% | $9.71万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $48.01万 | 0.01% | 1,512 | 304 | 25.2% | $9.65万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $47.87万 | 0.01% | 830 | 9 | 1.1% | $5,191 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $47.46万 | 0.01% | 2,674 | 743 | 38.5% | $13.19万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $47.39万 | 0.01% | 9,939 | 2,871 | 40.6% | $13.69万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $47.29万 | 0.01% | 721 | 721 | — | $47.29万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $47.28万 | 0.01% | 5,185 | 600 | 13.1% | $5.47万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $47.15万 | 0.01% | 7,454 | 2,967 | 66.1% | $18.77万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS COM | $47.08万 | 0.01% | 13,941 | 13,941 | — | $47.08万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $47.04万 | 0.01% | 6,888 | 1,539 | 28.8% | $10.51万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $47.03万 | 0.01% | 2,333 | 25 | 1.1% | $5,040 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $46.82万 | 0.01% | 4,376 | 1,074 | 32.5% | $11.49万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $46.60万 | 0.01% | 950 | 215 | 29.3% | $10.55万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $46.59万 | 0.01% | 3,137 | 578 | 22.6% | $8.59万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $46.58万 | 0.01% | 2,106 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $46.32万 | 0.01% | 4,773 | 298 | 6.7% | $2.89万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $46.31万 | 0.01% | 743 | -34 | -4.4% | -$2.12万 | 减仓 |
| PSX | PHILLIPS 66 COM | $46.24万 | 0.01% | 2,735 | 393 | 16.8% | $6.64万 | 加仓 |
| HSY | HERSHEY CO COM | $46.21万 | 0.01% | 2,634 | -72 | -2.7% | -$1.26万 | 减仓 |
| BBY | BEST BUY INC COM | $46.13万 | 0.01% | 6,080 | 1,621 | 36.4% | $12.30万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP COM | $46.02万 | 0.01% | 9,474 | 2,726 | 40.4% | $13.24万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $46.02万 | 0.01% | 4,634 | -398 | -7.9% | -$3.95万 | 减仓 |
| PTC | PTC INC COM | $45.94万 | 0.01% | 4,044 | 636 | 18.7% | $7.23万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $45.86万 | 0.01% | 5,327 | 2,163 | 68.4% | $18.62万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $45.82万 | 0.01% | 4,383 | 1,777 | 68.2% | $18.57万 | 加仓 |
| NKE | NIKE INC CL B | $45.60万 | 0.01% | 11,109 | -7,874 | -41.5% | -$32.32万 | 减仓 |
| MSM | MSC INDL DIRECT INC CL A | $45.57万 | 0.01% | 3,831 | 1,000 | 35.3% | $11.89万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $44.82万 | 0.01% | 17,010 | 5,261 | 44.8% | $13.86万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $44.68万 | 0.01% | 3,770 | 3,770 | — | $44.68万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $44.63万 | 0.01% | 10,176 | 48 | 0.5% | $2,105 | 加仓 |
| ILMN | ILLUMINA INC COM | $44.63万 | 0.01% | 2,538 | 359 | 16.5% | $6.31万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $44.60万 | 0.01% | 16,730 | -319 | -1.9% | -$8,505 | 减仓 |
| TRGP | TARGA RES CORP COM | $44.43万 | 0.01% | 1,657 | 187 | 12.7% | $5.01万 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $44.30万 | 0.01% | 56,081 | 38,966 | 227.7% | $30.78万 | 重新持有 |
| BRO | BROWN & BROWN INC COM | $44.18万 | 0.01% | 6,887 | 2,878 | 71.8% | $18.46万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $43.97万 | 0.01% | 1,128 | -335 | -22.9% | -$13.06万 | 减仓 |
| PRI | PRIMERICA INC COM | $43.74万 | 0.01% | 1,539 | 196 | 14.6% | $5.57万 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $43.65万 | 0.01% | 7,605 | 3,142 | 70.4% | $18.04万 | 加仓 |
| VTRS | VIATRIS INC COM | $43.28万 | 0.01% | 27,252 | 6,473 | 31.2% | $10.28万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $43.24万 | 0.01% | 2,408 | 85 | 3.7% | $1.53万 | 加仓 |
| HAL | HALLIBURTON CO COM | $43.23万 | 0.01% | 12,732 | 1,151 | 9.9% | $3.91万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $43.02万 | 0.01% | 9,685 | 1,925 | 24.8% | $8.55万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $43.01万 | 0.01% | 1,421 | 1,421 | — | $43.01万 | 新建仓 |
| NVR | NVR INC COM | $42.92万 | 0.01% | 63 | 7 | 12.5% | $4.77万 | 加仓 |
| F | FORD MTR CO COM | $42.80万 | 0.01% | 30,793 | 9,694 | 45.9% | $13.47万 | 加仓 |
| KVUE | KENVUE INC COM | $42.77万 | 0.01% | 22,381 | -3,196 | -12.5% | -$6.11万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $42.73万 | 0.01% | 13,056 | -223 | -1.7% | -$7,299 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $42.54万 | 0.01% | 16,471 | 5,635 | 52.0% | $14.56万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $42.48万 | 0.01% | 3,851 | -1,303 | -25.3% | -$14.37万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $42.35万 | 0.01% | 4,780 | -2,316 | -32.6% | -$20.52万 | 减仓 |
| CLH | CLEAN HARBORS INC COM | $42.30万 | 0.01% | 1,416 | 129 | 10.0% | $3.85万 | 加仓 |
| TXT | TEXTRON INC COM | $41.81万 | 0.01% | 4,558 | 888 | 24.2% | $8.15万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $41.72万 | 0.01% | 7,600 | 784 | 11.5% | $4.30万 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $41.65万 | 0.01% | 4,999 | 1,214 | 32.1% | $10.11万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $41.56万 | 0.01% | 7,259 | 269 | 3.8% | $1.54万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $41.52万 | 0.01% | 9,380 | 1,582 | 20.3% | $7.00万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $41.38万 | 0.01% | 2,978 | 764 | 34.5% | $10.62万 | 加仓 |
| ATR | APTARGROUP INC COM | $41.19万 | 0.01% | 3,290 | 3,290 | — | $41.19万 | 新建仓 |
| AGCO | AGCO CORP COM | $40.88万 | 0.01% | 3,415 | 971 | 39.7% | $11.62万 | 加仓 |
| REG | REGENCY CTRS CORP COM | $40.60万 | 0.01% | 5,092 | 1,640 | 47.5% | $13.08万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $40.57万 | 0.01% | 1,396 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $40.52万 | 0.01% | 8,134 | 2,998 | 58.4% | $14.94万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $40.41万 | 0.01% | 3,099 | 10 | 0.3% | $1,304 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $40.13万 | 0.01% | 3,392 | 995 | 41.5% | $11.77万 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $39.91万 | 0.01% | 334 | 198 | 145.6% | $23.66万 | 重新持有 |
| USFD | US FOODS HLDG CORP COM | $39.83万 | 0.01% | 3,896 | -62 | -1.6% | -$6,339 | 减仓 |
| TDC | TERADATA CORP DEL COM | $39.64万 | 0.01% | 11,440 | 2,681 | 30.6% | $9.29万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $39.53万 | 0.01% | 5,642 | 1,599 | 39.5% | $11.20万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $39.47万 | 0.01% | 1,156 | 63 | 5.8% | $2.15万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $39.42万 | 0.01% | 10,792 | 153 | 1.4% | $5,589 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $39.31万 | 0.01% | 2,236 | 340 | 17.9% | $5.98万 | 加仓 |
| HAS | HASBRO INC COM | $39.20万 | 0.01% | 4,746 | -2,019 | -29.8% | -$16.67万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $39.19万 | 0.01% | 5,473 | 1,760 | 47.4% | $12.60万 | 加仓 |
| WDAY | WORKDAY INC CL A | $39.18万 | 0.01% | 3,201 | 824 | 34.7% | $10.09万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $38.73万 | 0.01% | 4,818 | -968 | -16.7% | -$7.78万 | 减仓 |
| DT | DYNATRACE INC COM NEW | $38.59万 | 0.01% | 8,789 | 212 | 2.5% | $9,309 | 加仓 |
| RBC | RBC BEARINGS INC COM | $38.58万 | 0.01% | 599 | -35 | -5.5% | -$2.25万 | 减仓 |
| COR | CENCORA INC COM | $38.37万 | 0.01% | 1,356 | -283 | -17.3% | -$8.01万 | 减仓 |
| AN | AUTONATION INC COM | $38.24万 | 0.01% | 2,058 | -270 | -11.6% | -$5.02万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $38.24万 | 0.01% | 2,792 | 938 | 50.6% | $12.85万 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $37.98万 | 0.01% | 8,529 | 8,529 | — | $37.98万 | 新建仓 |
| SYY | SYSCO CORP COM | $37.76万 | 0.01% | 4,518 | 4,518 | — | $37.76万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $37.73万 | 0.01% | 4,751 | -137 | -2.8% | -$1.09万 | 减仓 |
| AZO | AUTOZONE INC COM | $37.71万 | 0.01% | 118 | -29 | -19.7% | -$9.27万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $37.71万 | 0.01% | 2,002 | -154 | -7.1% | -$2.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $37.68万 | 0.01% | 3,227 | 1,090 | 51.0% | $12.73万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $37.62万 | 0.01% | 1,561 | 477 | 44.0% | $11.49万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $37.37万 | 0.01% | 1,807 | 1,807 | — | $37.37万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $37.20万 | 0.01% | 4,908 | 999 | 25.6% | $7.57万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $37.09万 | 0.01% | 7,622 | 2,453 | 47.5% | $11.94万 | 加仓 |
| INCY | INCYTE CORP COM | $37.01万 | 0.01% | 3,265 | 3,265 | — | $37.01万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $37.01万 | 0.01% | 13,783 | 13,783 | — | $37.01万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $36.76万 | 0.01% | 18,483 | 5,164 | 38.8% | $10.27万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $36.71万 | 0.01% | 3,809 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $36.71万 | 0.01% | 2,610 | 640 | 32.5% | $9.00万 | 加仓 |