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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC COM | $22.56万 | 0.00% | 3,146 | 3,146 | — | $22.56万 | 新建仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $22.39万 | 0.00% | 6,455 | 6,455 | — | $22.39万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $22.22万 | 0.00% | 2,909 | 2,909 | — | $22.22万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $22.19万 | 0.00% | 4,134 | -359 | -8.0% | -$1.93万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $22.10万 | 0.00% | 1,283 | 1,283 | — | $22.10万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $22.08万 | 0.00% | 1,794 | 333 | 22.8% | $4.10万 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $22.05万 | 0.00% | 98,020 | 42,725 | 77.3% | $9.61万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $21.97万 | 0.00% | 392 | 34 | 9.5% | $1.91万 | 重新持有 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $21.97万 | 0.00% | 3,912 | -498 | -11.3% | -$2.80万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $21.80万 | 0.00% | 605 | 605 | — | $21.80万 | 新建仓 |
| WSO | WATSCO INC COM | $21.67万 | 0.00% | 520 | -93 | -15.2% | -$3.88万 | 减仓 |
| TDOC | TELADOC HEALTH INC COM | $21.65万 | 0.00% | 25,536 | 8,364 | 48.7% | $7.09万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $21.65万 | 0.00% | 1,490 | 1,490 | — | $21.65万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $21.65万 | 0.00% | 5,859 | 586 | 11.1% | $2.17万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $21.59万 | 0.00% | 2,456 | -494 | -16.7% | -$4.34万 | 减仓 |
| RVTY | REVVITY INC COM | $21.56万 | 0.00% | 1,938 | 1,938 | — | $21.56万 | 新建仓 |
| CNA | CNA FINL CORP COM | $21.45万 | 0.00% | 4,412 | 4,412 | — | $21.45万 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $21.44万 | 0.00% | 961 | 961 | — | $21.44万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $21.39万 | 0.00% | 2,554 | 2,554 | — | $21.39万 | 新建仓 |
| RDY | DR REDDYS LABS LTD ADR | $21.14万 | 0.00% | 14,589 | -4,407 | -23.2% | -$6.39万 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $21.08万 | 0.00% | 7,911 | 7,911 | — | $21.08万 | 新建仓 |
| OKTA | OKTA INC CL A | $21.08万 | 0.00% | 1,545 | 1,545 | — | $21.08万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC COM | $21.02万 | 0.00% | 4,179 | -190 | -4.3% | -$9,555 | 重新持有 |
| HRB | BLOCK H & R INC COM | $20.95万 | 0.00% | 5,501 | 5,501 | — | $20.95万 | 新建仓 |
| CVNA | CARVANA CO CL A | $20.89万 | 0.00% | 3,174 | 3,174 | — | $20.89万 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $20.87万 | 0.00% | 2,053 | 2,053 | — | $20.87万 | 新建仓 |
| FOXA | FOX CORP CL A COM | $20.83万 | 0.00% | 3,993 | -814 | -16.9% | -$4.25万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $20.73万 | 0.00% | 3,356 | 3,356 | — | $20.73万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $20.60万 | 0.00% | 1,851 | 1,851 | — | $20.60万 | 新建仓 |
| FNB | F N B CORP COM | $20.56万 | 0.00% | 10,778 | 10,778 | — | $20.56万 | 新建仓 |
| POWL | POWELL INDS INC COM | $20.47万 | 0.00% | 715 | -419 | -36.9% | -$12.00万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.35万 | 0.00% | 1,288 | -650 | -33.5% | -$10.27万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $20.27万 | 0.00% | 15,835 | 15,835 | — | $20.27万 | 新建仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $20.19万 | 0.00% | 51,906 | 13,915 | 36.6% | $5.41万 | 加仓 |
| CSL | CARLISLE COS INC COM | $20.13万 | 0.00% | 555 | -1,004 | -64.4% | -$36.42万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $20.10万 | 0.00% | 1,689 | 1,689 | — | $20.10万 | 新建仓 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $20.05万 | 0.00% | 7,590 | 7,590 | — | $20.05万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $20.02万 | 0.00% | 5,150 | 5,150 | — | $20.02万 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $20.02万 | 0.00% | 2,759 | -306 | -10.0% | -$2.22万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $20.01万 | 0.00% | 760 | 760 | — | $20.01万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $18.36万 | 0.00% | 15,171 | 15,171 | — | $18.36万 | 新建仓 |
| HUN | HUNTSMAN CORP COM | $18.14万 | 0.00% | 17,084 | 4,366 | 34.3% | $4.64万 | 加仓 |
| DEI | DOUGLAS EMMETT INC COM | $16.49万 | 0.00% | 13,978 | 13,978 | — | $16.49万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $15.06万 | 0.00% | 15,277 | 15,277 | — | $15.06万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP COM | $14.56万 | 0.00% | 14,589 | 14,589 | — | $14.56万 | 新建仓 |
| — | GREAT ELM CAP CORP COM NEW | $14.51万 | 0.00% | 26,625 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $13.38万 | 0.00% | 12,003 | 750 | 6.7% | $8,362 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $13.17万 | 0.00% | 15,002 | 3,128 | 26.3% | $2.75万 | 加仓 |
| — | SIRIUSXM HOLDINGS INC 3.75 03/15/2028 | $13.16万 | 0.00% | 115,000 | 115,000 | — | $13.16万 | 新建仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $13.03万 | 0.00% | 12,422 | 844 | 7.3% | $8,854 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF 看跌期权 | $12.82万 | 0.00% | 200 | 200 | — | $12.82万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $12.64万 | 0.00% | 11,954 | 11,954 | — | $12.64万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $12.43万 | 0.00% | 11,434 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC COM | $11.82万 | 0.00% | 32,041 | -333 | -1.0% | -$1,229 | 减仓 |
| — | PPL CAP FDG INC 2.875 03/15/2028 | $10.78万 | 0.00% | 95,000 | 95,000 | — | $10.78万 | 新建仓 |
| INVA | INNOVIVA INC 2.125 03/15/2028 | $10.71万 | 0.00% | 100,000 | 100,000 | — | $10.71万 | 新建仓 |
| — | FLEXIBLE SOLUTIONS INTL INC COM | $10.18万 | 0.00% | 15,292 | -9,889 | -39.3% | -$6.59万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $10.08万 | 0.00% | 17,283 | 2,632 | 18.0% | $1.53万 | 加仓 |
| ADT | ADT INC DEL COM | $9.82万 | 0.00% | 15,102 | 15,102 | — | $9.82万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC 3.625 04/15/2029 | $8.12万 | 0.00% | 85,000 | 85,000 | — | $8.12万 | 新建仓 |
| — | LIBERTY MEDIA CORP DEL 2.25 08/15/2027 | $5.57万 | 0.00% | 45,000 | 45,000 | — | $5.57万 | 新建仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $5.56万 | 0.00% | 153,015 | 2,252 | 1.5% | $818 | 加仓 |
| ETSY | ETSY INC 0.125 09/01/2027 | $4.73万 | 0.00% | 50,000 | 50,000 | — | $4.73万 | 新建仓 |
| ABEV | AMBEV SA SPONSORED ADR | $4.68万 | 0.00% | 14,896 | 2,642 | 21.6% | $8,296 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $4.62万 | 0.00% | 15,754 | -11,485 | -42.2% | -$3.37万 | 减仓 |
| LAES | SEALSQ CORP ORD SHS | $3.96万 | 0.00% | 12,556 | 12,556 | — | $3.96万 | 新建仓 |
| — | PROGRESS SOFTWARE CORP 3.5 03/01/2030 | $3.82万 | 0.00% | 40,000 | 40,000 | — | $3.82万 | 新建仓 |
| SPB | SPECTRUM BRANDS INC 3.375 06/01/2029 | $3.64万 | 0.00% | 35,000 | 35,000 | — | $3.64万 | 新建仓 |
| — | WINNEBAGO INDS INC 3.25 01/15/2030 | $3.25万 | 0.00% | 35,000 | 35,000 | — | $3.25万 | 新建仓 |
| CAKE | CHEESECAKE FACTORY INC 2 03/15/2030 | $3.18万 | 0.00% | 25,000 | 25,000 | — | $3.18万 | 新建仓 |
| — | AMPHASTAR PHARMACEUTICALS INC 2 03/15/2029 | $3.18万 | 0.00% | 35,000 | 35,000 | — | $3.18万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC 2.125 05/15/2029 | $2.99万 | 0.00% | 30,000 | 30,000 | — | $2.99万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC 1.25 11/01/2029 | $2.88万 | 0.00% | 30,000 | 30,000 | — | $2.88万 | 新建仓 |
| — | STARWOOD PPTY TR INC 6.75 07/15/2027 | $2.53万 | 0.00% | 25,000 | 25,000 | — | $2.53万 | 新建仓 |
| — | INMED PHARMACEUTICALS INC COM NEW | $2.31万 | 0.00% | 14,900 | 14,900 | — | $2.31万 | 新建仓 |
| — | HAEMONETICS CORP MASS 2.5 06/01/2029 | $2.02万 | 0.00% | 20,000 | 20,000 | — | $2.02万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC 2.25 09/15/2030 | $1.98万 | 0.00% | 10,000 | 10,000 | — | $1.98万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC COM NEW | $9,499 | 0.00% | 10,000 | 10,000 | — | $9,499 | 新建仓 |
| — | VERDE CLEAN FUELS INC WT EXP 021528 | $1,804 | 0.00% | 62,222 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS ENERGY INC COM CL A 看涨期权 | $363 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -152,549 | -100.0% | -$2,588.15万 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -20,769 | -100.0% | -$168.87万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -6,452 | -100.0% | -$48.77万 | 清仓 |
| TRMB | TRIMBLE INC COM | $0 | 0.00% | 0 | -7,315 | -100.0% | -$47.72万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -6,990 | -100.0% | -$42.89万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -11,455 | -100.0% | -$40.25万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $0 | 0.00% | 0 | -3,962 | -100.0% | -$37.80万 | 清仓 |
| INGR | INGREDION INC COM | $0 | 0.00% | 0 | -3,217 | -100.0% | -$36.24万 | 清仓 |
| TTE | TOTALENERGIES SE ACT | $0 | 0.00% | 0 | -3,849 | -100.0% | -$35.02万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -1,483 | -100.0% | -$33.31万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $0 | 0.00% | 0 | -8,275 | -100.0% | -$32.70万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -2,357 | -100.0% | -$29.57万 | 清仓 |
| FIVE | FIVE BELOW INC COM | $0 | 0.00% | 0 | -1,266 | -100.0% | -$28.93万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -4,048 | -100.0% | -$28.81万 | 清仓 |
| HQY | HEALTHEQUITY INC COM | $0 | 0.00% | 0 | -3,446 | -100.0% | -$28.80万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -3,058 | -100.0% | -$28.07万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC COM | $0 | 0.00% | 0 | -1,819 | -100.0% | -$27.85万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -6,371 | -100.0% | -$27.43万 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $0 | 0.00% | 0 | -3,744 | -100.0% | -$26.79万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -5,652 | -100.0% | -$25.94万 | 清仓 |