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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $36.41万 | 0.01% | 697 | -435 | -38.4% | -$22.72万 | 减仓 |
| SHDG | SOUNDWATCH HEDGED EQUITY ETF | $36.40万 | 0.01% | 11,138 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $36.35万 | 0.01% | 4,807 | 465 | 10.7% | $3.52万 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $36.25万 | 0.01% | 12,090 | 951 | 8.5% | $2.85万 | 加仓 |
| MRCY | MERCURY SYS INC COM | $36.21万 | 0.01% | 2,960 | 2,960 | — | $36.21万 | 新建仓 |
| DHI | D R HORTON INC COM | $36.18万 | 0.01% | 2,221 | 2,221 | — | $36.18万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $36.15万 | 0.01% | 2,218 | 690 | 45.2% | $11.25万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $36.14万 | 0.01% | 7,540 | 1,891 | 33.5% | $9.06万 | 加仓 |
| KR | KROGER CO COM | $36.13万 | 0.01% | 6,506 | 1,932 | 42.2% | $10.73万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $36.07万 | 0.01% | 1,471 | 1,471 | — | $36.07万 | 新建仓 |
| EWC | ISHARES MSCI CANADA ETF | $35.98万 | 0.01% | 6,243 | 6,243 | — | $35.98万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $35.88万 | 0.01% | 2,180 | 25 | 1.2% | $4,115 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $35.86万 | 0.01% | 3,322 | 1,258 | 60.9% | $13.58万 | 重新持有 |
| — | QORVO INC COM | $35.83万 | 0.01% | 3,842 | 1,165 | 43.5% | $10.87万 | 加仓 |
| HPQ | HP INC COM | $35.69万 | 0.01% | 16,266 | 4,393 | 37.0% | $9.64万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $35.67万 | 0.01% | 16,816 | 2,369 | 16.4% | $5.02万 | 加仓 |
| COHR | COHERENT CORP COM | $35.63万 | 0.01% | 903 | 903 | — | $35.63万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $35.43万 | 0.01% | 2,341 | 25 | 1.1% | $3,784 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $35.36万 | 0.01% | 2,252 | 2,252 | — | $35.36万 | 新建仓 |
| CHEF | CHEFS WHSE INC COM | $35.29万 | 0.01% | 3,672 | 23 | 0.6% | $2,210 | 加仓 |
| EVRG | EVERGY INC COM | $35.19万 | 0.01% | 4,071 | 581 | 16.6% | $5.02万 | 加仓 |
| IEV | ISHARES EUROPE ETF | $34.93万 | 0.01% | 4,795 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $34.59万 | 0.01% | 7,528 | 7,528 | — | $34.59万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $34.57万 | 0.01% | 1,888 | 201 | 11.9% | $3.68万 | 加仓 |
| DASH | DOORDASH INC CL A | $34.50万 | 0.01% | 1,870 | -603 | -24.4% | -$11.12万 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $34.44万 | 0.01% | 5,617 | 1,491 | 36.1% | $9.14万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $34.35万 | 0.01% | 4,278 | 24 | 0.6% | $1,927 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $34.09万 | 0.01% | 24,700 | 5,456 | 28.4% | $7.53万 | 加仓 |
| TREX | TREX INC COM | $34.00万 | 0.01% | 6,794 | 6,794 | — | $34.00万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $33.89万 | 0.01% | 9,380 | 163 | 1.8% | $5,889 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $33.89万 | 0.01% | 3,006 | -184 | -5.8% | -$2.07万 | 减仓 |
| CRH | CRH PLC ORD | $33.85万 | 0.01% | 3,163 | 804 | 34.1% | $8.60万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $33.79万 | 0.01% | 3,914 | 214 | 5.8% | $1.85万 | 加仓 |
| EVTC | EVERTEC INC COM | $33.77万 | 0.01% | 12,157 | 4,113 | 51.1% | $11.43万 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $33.70万 | 0.00% | 26,162 | 15,748 | 151.2% | $20.28万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $33.69万 | 0.00% | 4,947 | 4,947 | — | $33.69万 | 新建仓 |
| P | EVERPURE INC CL A | $33.68万 | 0.00% | 4,275 | 640 | 17.6% | $5.04万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $33.54万 | 0.00% | 1,628 | 1,628 | — | $33.54万 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $33.46万 | 0.00% | 1,134 | 334 | 41.8% | $9.85万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $33.40万 | 0.00% | 2,027 | -224 | -10.0% | -$3.69万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $33.19万 | 0.00% | 2,115 | 9 | 0.4% | $1,413 | 加仓 |
| HUBB | HUBBELL INC COM | $33.09万 | 0.00% | 632 | -40 | -6.0% | -$2.09万 | 减仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $32.94万 | 0.00% | 6,411 | 1,858 | 40.8% | $9.55万 | 加仓 |
| RUN | SUNRUN INC COM | $32.88万 | 0.00% | 24,571 | 651 | 2.7% | $8,710 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $32.76万 | 0.00% | 714 | 153 | 27.3% | $7.02万 | 加仓 |
| — | LEGGETT & PLATT INC COM | $32.73万 | 0.00% | 27,948 | 13,307 | 90.9% | $15.58万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $32.66万 | 0.00% | 3,206 | 9 | 0.3% | $917 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $32.66万 | 0.00% | 2,032 | 2,032 | — | $32.66万 | 新建仓 |
| PPL | PPL CORP COM | $32.64万 | 0.00% | 8,979 | 2,469 | 37.9% | $8.97万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $32.64万 | 0.00% | 1,166 | -120 | -9.3% | -$3.36万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC COM | $32.62万 | 0.00% | 22,888 | 5,819 | 34.1% | $8.29万 | 加仓 |
| DVA | DAVITA INC COM | $32.59万 | 0.00% | 1,465 | 139 | 10.5% | $3.09万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $32.54万 | 0.00% | 1,341 | 208 | 18.4% | $5.05万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $32.46万 | 0.00% | 4,059 | -868 | -17.6% | -$6.94万 | 减仓 |
| GMED | GLOBUS MED INC CL A | $32.39万 | 0.00% | 4,099 | 4,099 | — | $32.39万 | 新建仓 |
| NTAP | NETAPP INC COM | $32.38万 | 0.00% | 2,092 | -281 | -11.8% | -$4.35万 | 重新持有 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $32.31万 | 0.00% | 11,069 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $32.31万 | 0.00% | 6,202 | 6,202 | — | $32.31万 | 新建仓 |
| MRNA | MODERNA INC COM | $32.27万 | 0.00% | 4,608 | 220 | 5.0% | $1.54万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $32.18万 | 0.00% | 7,453 | -1,805 | -19.5% | -$7.79万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $32.10万 | 0.00% | 23,725 | 3,585 | 17.8% | $4.85万 | 加仓 |
| RMD | RESMED INC COM | $31.99万 | 0.00% | 1,641 | -135 | -7.6% | -$2.63万 | 减仓 |
| FLEX | FLEX LTD ORD | $31.98万 | 0.00% | 1,973 | 1,973 | — | $31.98万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC COM | $31.38万 | 0.00% | 2,483 | -2,449 | -49.7% | -$30.95万 | 减仓 |
| GEN | GEN DIGITAL INC COM | $31.30万 | 0.00% | 12,576 | 1,344 | 12.0% | $3.35万 | 重新持有 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $31.26万 | 0.00% | 32,975 | 32,975 | — | $31.26万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC COM STK | $31.07万 | 0.00% | 66,536 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $31.05万 | 0.00% | 1,831 | 1,831 | — | $31.05万 | 新建仓 |
| VST | VISTRA CORP COM | $30.84万 | 0.00% | 1,944 | 71 | 3.8% | $1.13万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $30.69万 | 0.00% | 1,342 | 1,342 | — | $30.69万 | 新建仓 |
| CMPR | CIMPRESS PLC SHS EURO | $30.65万 | 0.00% | 3,014 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $30.57万 | 0.00% | 2,008 | 842 | 72.2% | $12.82万 | 加仓 |
| QNT | QUANTINUUM INC CL A COM | $30.41万 | 0.00% | 3,720 | 3,720 | — | $30.41万 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $30.39万 | 0.00% | 1,321 | 1,321 | — | $30.39万 | 新建仓 |
| MAIN | MAIN STR CAP CORP COM | $30.33万 | 0.00% | 5,847 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP COM | $30.29万 | 0.00% | 3,429 | 486 | 16.5% | $4.29万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $30.21万 | 0.00% | 2,447 | 2,447 | — | $30.21万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC COM | $30.18万 | 0.00% | 10,008 | 10,008 | — | $30.18万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $30.15万 | 0.00% | 6,315 | 6,315 | — | $30.15万 | 新建仓 |
| IBRX | IMMUNITYBIO INC COM | $30.13万 | 0.00% | 34,410 | -280 | -0.8% | -$2,451 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $30.00万 | 0.00% | 3,631 | 1 | 0.0% | $83 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | $29.83万 | 0.00% | 23,825 | 23,825 | — | $29.83万 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $29.82万 | 0.00% | 1,900 | 1,900 | — | $29.82万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $29.82万 | 0.00% | 1,020 | -370 | -26.6% | -$10.82万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $29.81万 | 0.00% | 2,590 | 82 | 3.3% | $9,437 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $29.72万 | 0.00% | 1,762 | 133 | 8.2% | $2.24万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $29.71万 | 0.00% | 1,140 | 1,140 | — | $29.71万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $29.65万 | 0.00% | 1,994 | 687 | 52.6% | $10.22万 | 加仓 |
| UNM | UNUM GROUP COM | $29.60万 | 0.00% | 3,311 | 486 | 17.2% | $4.34万 | 加仓 |
| — | CHART INDS INC COM | $29.54万 | 0.00% | 1,414 | -1,590 | -52.9% | -$33.22万 | 减仓 |
| AIZ | ASSURANT INC COM | $29.38万 | 0.00% | 1,094 | 1,094 | — | $29.38万 | 新建仓 |
| WCC | WESCO INTL INC COM | $29.36万 | 0.00% | 850 | 850 | — | $29.36万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $29.17万 | 0.00% | 2,118 | 266 | 14.4% | $3.66万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $29.01万 | 0.00% | 1,264 | 319 | 33.8% | $7.32万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $28.92万 | 0.00% | 3,650 | 3,650 | — | $28.92万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $28.87万 | 0.00% | 2,651 | 100 | 3.9% | $1.09万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $28.64万 | 0.00% | 9,033 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $28.59万 | 0.00% | 495 | 495 | — | $28.59万 | 新建仓 |
| DXCM | DEXCOM INC COM | $28.58万 | 0.00% | 4,244 | -770 | -15.4% | -$5.19万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $28.40万 | 0.00% | 3,263 | 3,263 | — | $28.40万 | 新建仓 |