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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3.53亿 | 5.95% | 1,392,748 | 11,641 | 0.8% | $295.43万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.84亿 | 4.78% | 435,333 | 84,404 | 24.1% | $5,513.35万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2.09亿 | 3.52% | 728,002 | 3,365 | 0.5% | $96.76万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.98亿 | 3.34% | 535,920 | -3,362 | -0.6% | -$124.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1.78亿 | 3.00% | 1,022,886 | 177,743 | 21.0% | $3,099.84万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.73亿 | 2.90% | 828,403 | -26,002 | -3.0% | -$541.53万 | 减仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1.18亿 | 1.99% | 2,824,330 | 824,524 | 41.2% | $3,447.34万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.13亿 | 1.90% | 1,139,242 | 81,552 | 7.7% | $809.56万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $9,908.52万 | 1.67% | 345,436 | -4,357 | -1.2% | -$124.98万 | 减仓 |
| V | VISA INC COM CL A | $9,802.89万 | 1.65% | 324,344 | 5,492 | 1.7% | $165.99万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $9,739.92万 | 1.64% | 284,991 | -23,199 | -7.5% | -$792.85万 | 减仓 |
| AVGO | BROADCOM INC COM | $9,634.62万 | 1.62% | 311,286 | 25,247 | 8.8% | $781.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $9,400.50万 | 1.58% | 196,174 | -8,409 | -4.1% | -$402.95万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $8,342.54万 | 1.40% | 1,726,647 | 4,470 | 0.3% | $21.60万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $7,917.60万 | 1.33% | 3,455,968 | 15,297 | 0.4% | $35.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $7,851.87万 | 1.32% | 266,925 | 23,910 | 9.8% | $703.34万 | 加仓 |
| META | META PLATFORMS INC CL A | $7,761.83万 | 1.31% | 135,675 | -10,604 | -7.2% | -$606.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $7,380.83万 | 1.24% | 74,073 | 927 | 1.3% | $92.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $7,260.09万 | 1.22% | 17,244 | -951 | -5.2% | -$400.39万 | 减仓 |
| TJX | TJX COS INC NEW COM | $7,149.44万 | 1.20% | 447,690 | -14,882 | -3.2% | -$237.66万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $6,908.63万 | 1.16% | 227,207 | -15,989 | -6.6% | -$486.17万 | 减仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $6,699.37万 | 1.13% | 1,003,350 | 8,884 | 0.9% | $59.32万 | 加仓 |
| QLTY | GMO US QUALITY ETF | $6,402.85万 | 1.08% | 1,769,720 | 388,420 | 28.1% | $1,405.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $6,245.28万 | 1.05% | 255,496 | 18,645 | 7.9% | $455.75万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $6,012.04万 | 1.01% | 566,374 | 31,036 | 5.8% | $329.45万 | 加仓 |
| KLAC | KLA CORP COM NEW | $6,011.91万 | 1.01% | 40,834 | -2,703 | -6.2% | -$397.96万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $5,934.22万 | 1.00% | 277,765 | -19,914 | -6.7% | -$425.45万 | 减仓 |
| BX | BLACKSTONE INC COM | $5,751.66万 | 0.97% | 500,188 | -1,072 | -0.2% | -$12.33万 | 减仓 |
| HD | HOME DEPOT INC COM | $5,616.98万 | 0.94% | 170,788 | -5,944 | -3.4% | -$195.49万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $5,500.75万 | 0.93% | 100,192 | -830 | -0.8% | -$45.57万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $5,432.60万 | 0.91% | 286,536 | -14,464 | -4.8% | -$274.23万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,408.72万 | 0.91% | 597,538 | 164,873 | 38.1% | $1,492.38万 | 加仓 |
| APH | AMPHENOL CORP CL A | $5,357.94万 | 0.90% | 424,055 | -4,913 | -1.1% | -$62.08万 | 减仓 |
| — | HONEYWELL INTL INC COM | $5,024.45万 | 0.85% | 222,296 | -10,287 | -4.4% | -$232.51万 | 减仓 |
| XYL | XYLEM INC COM | $4,839.62万 | 0.81% | 405,001 | -33,192 | -7.6% | -$396.63万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4,623.25万 | 0.78% | 434,108 | -73,894 | -14.5% | -$786.97万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $4,592.52万 | 0.77% | 232,867 | 232,867 | — | $4,592.52万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,586.02万 | 0.77% | 93,303 | -2,855 | -3.0% | -$140.33万 | 减仓 |
| CME | CME GROUP INC COM | $4,532.42万 | 0.76% | 153,459 | -10,141 | -6.2% | -$299.52万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $4,319.12万 | 0.73% | 1,288,135 | 71,708 | 5.9% | $240.44万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $4,174.91万 | 0.70% | 69,897 | 12,148 | 21.0% | $725.59万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $4,037.43万 | 0.68% | 828,190 | 68,568 | 9.0% | $334.27万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,999.53万 | 0.67% | 61,499 | -8,590 | -12.3% | -$558.64万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $3,949.77万 | 0.66% | 55 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,658.47万 | 0.62% | 465,156 | 6,036 | 1.3% | $47.47万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3,567.69万 | 0.60% | 715,114 | -125,266 | -14.9% | -$624.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,566.94万 | 0.60% | 71,388 | -2,369 | -3.2% | -$118.37万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,433.17万 | 0.58% | 508,392 | 30,395 | 6.4% | $205.26万 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3,319.60万 | 0.56% | 647,979 | -2,136 | -0.3% | -$10.94万 | 减仓 |
| QCOM | QUALCOMM INC COM | $3,275.93万 | 0.55% | 254,382 | 3,591 | 1.4% | $46.24万 | 加仓 |
| LLY | ELI LILLY & CO COM | $3,251.19万 | 0.55% | 35,348 | 14,913 | 73.0% | $1,371.65万 | 加仓 |
| PEP | PEPSICO INC COM | $3,128.15万 | 0.53% | 201,439 | 896 | 0.4% | $13.91万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3,059.88万 | 0.51% | 296,013 | 10,247 | 3.6% | $105.92万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $3,018.41万 | 0.51% | 23,933 | -324 | -1.3% | -$40.86万 | 减仓 |
| EOG | EOG RES INC COM | $2,877.07万 | 0.48% | 199,009 | 41,911 | 26.7% | $605.91万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2,807.37万 | 0.47% | 66,005 | -8,755 | -11.7% | -$372.37万 | 减仓 |
| ORCL | ORACLE CORP COM | $2,770.26万 | 0.47% | 188,312 | 81 | 0.0% | $1.19万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2,689.59万 | 0.45% | 138,541 | -46,105 | -25.0% | -$895.07万 | 减仓 |
| ABBV | ABBVIE INC COM | $2,611.99万 | 0.44% | 120,097 | 880 | 0.7% | $19.14万 | 加仓 |
| — | EXXON MOBIL CORP COM | $2,588.15万 | 0.44% | 152,549 | 20,283 | 15.3% | $344.12万 | 加仓 |
| URI | UNITED RENTALS INC COM | $2,571.64万 | 0.43% | 35,298 | -221 | -0.6% | -$16.10万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,536.50万 | 0.43% | 43,946 | -847 | -1.9% | -$48.89万 | 减仓 |
| USB | US BANCORP COM NEW | $2,516.54万 | 0.42% | 483,857 | 51,817 | 12.0% | $269.50万 | 加仓 |
| CRM | SALESFORCE INC COM | $2,439.37万 | 0.41% | 130,681 | -129,452 | -49.8% | -$2,416.43万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,339.28万 | 0.39% | 279,919 | 55,480 | 24.7% | $463.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2,328.59万 | 0.39% | 161,215 | 2,103 | 1.3% | $30.38万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,314.94万 | 0.39% | 72,220 | -4,933 | -6.4% | -$158.12万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,018.67万 | 0.34% | 141,733 | -4,520 | -3.1% | -$64.38万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2,006.47万 | 0.34% | 101,189 | -40,292 | -28.5% | -$798.95万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $1,998.46万 | 0.34% | 580,272 | 163,314 | 39.2% | $562.45万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1,899.95万 | 0.32% | 96,513 | 13,948 | 16.9% | $274.58万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,843.28万 | 0.31% | 64,185 | 32,856 | 104.9% | $943.56万 | 加仓 |
| INTU | INTUIT COM | $1,709.98万 | 0.29% | 39,548 | 35,908 | 986.5% | $1,552.60万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,709.55万 | 0.29% | 24,130 | 1,007 | 4.4% | $71.34万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,706.72万 | 0.29% | 82,490 | 8,268 | 11.1% | $171.06万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,677.88万 | 0.28% | 96,736 | 8 | 0.0% | $1,388 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1,576.98万 | 0.27% | 42,543 | 28 | 0.1% | $1.04万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,551.76万 | 0.26% | 213,213 | -627 | -0.3% | -$4.56万 | 减仓 |
| SEIC | SEI INVTS CO COM | $1,539.68万 | 0.26% | 196,213 | 147,406 | 302.0% | $1,156.69万 | 加仓 |
| CSCO | CISCO SYS INC COM | $1,530.99万 | 0.26% | 197,317 | 4,661 | 2.4% | $36.16万 | 加仓 |
| SF | STIFEL FINL CORP COM | $1,431.06万 | 0.24% | 193,596 | 2,228 | 1.2% | $16.47万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1,422.62万 | 0.24% | 43,295 | -1,320 | -3.0% | -$43.37万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,385.89万 | 0.23% | 115,212 | 11,283 | 10.9% | $135.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,383.77万 | 0.23% | 16,357 | 1,233 | 8.2% | $104.31万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $1,365.14万 | 0.23% | 80,051 | -37,414 | -31.9% | -$638.04万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1,362.55万 | 0.23% | 170,149 | -1,699 | -1.0% | -$13.61万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,354.39万 | 0.23% | 147,763 | 13,287 | 9.9% | $121.79万 | 加仓 |
| NOW | SERVICENOW INC COM | $1,331.68万 | 0.22% | 127,373 | 72,336 | 131.4% | $756.27万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,318.18万 | 0.22% | 188,998 | 13,932 | 8.0% | $97.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,295.56万 | 0.22% | 139,488 | 31,492 | 29.2% | $292.50万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,280.27万 | 0.22% | 103,002 | 2,122 | 2.1% | $26.38万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,268.43万 | 0.21% | 48,428 | 15,470 | 46.9% | $405.19万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,253.57万 | 0.21% | 133,394 | 5,561 | 4.4% | $52.26万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1,185.98万 | 0.20% | 37,278 | -1,348 | -3.5% | -$42.89万 | 减仓 |
| ZTS | ZOETIS INC CL A | $1,175.26万 | 0.20% | 99,426 | -15,750 | -13.7% | -$186.17万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,151.56万 | 0.19% | 118,559 | -2,085 | -1.7% | -$20.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,146.04万 | 0.19% | 71,485 | 3,545 | 5.2% | $56.83万 | 加仓 |
| KO | COCA COLA CO COM | $1,111.56万 | 0.19% | 146,162 | 568 | 0.4% | $4.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,108.20万 | 0.19% | 26,592 | 368 | 1.4% | $15.34万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $1,073.45万 | 0.18% | 84,337 | 1,674 | 2.0% | $21.31万 | 加仓 |