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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $3.96亿 | 5.88% | 1,369,680 | -23,068 | -1.7% | -$667.48万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3.56亿 | 5.28% | 475,264 | 39,931 | 9.2% | $2,990.39万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2.51亿 | 3.72% | 702,017 | -25,985 | -3.6% | -$928.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2.04亿 | 3.03% | 1,021,922 | -964 | -0.1% | -$19.29万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2.04亿 | 3.03% | 547,463 | 11,543 | 2.2% | $430.57万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.87亿 | 2.77% | 783,936 | -44,467 | -5.4% | -$1,059.83万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1.74亿 | 2.58% | 240,264 | -44,727 | -15.7% | -$3,233.60万 | 减仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1.38亿 | 2.05% | 2,986,485 | 162,155 | 5.7% | $749.91万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.24亿 | 1.84% | 351,926 | 6,490 | 1.9% | $229.31万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.19亿 | 1.77% | 1,207,232 | 67,990 | 6.0% | $672.97万 | 加仓 |
| AVGO | BROADCOM INC COM | $1.19亿 | 1.76% | 314,413 | 3,127 | 1.0% | $118.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.16亿 | 1.72% | 267,669 | -10,096 | -3.6% | -$437.47万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.10亿 | 1.63% | 364,068 | -44,272 | -10.8% | -$1,335.59万 | 减仓 |
| V | VISA INC COM CL A | $1.10亿 | 1.63% | 319,578 | -4,766 | -1.5% | -$163.52万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.00亿 | 1.49% | 1,742,537 | 15,890 | 0.9% | $91.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $8,999.03万 | 1.33% | 274,922 | 7,997 | 3.0% | $261.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8,515.43万 | 1.26% | 170,178 | -25,996 | -13.3% | -$1,300.80万 | 减仓 |
| QLTY | GMO US QUALITY ETF | $8,205.98万 | 1.22% | 1,971,647 | 201,927 | 11.4% | $840.42万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $8,032.86万 | 1.19% | 3,526,231 | 70,263 | 2.0% | $160.06万 | 加仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $7,987.22万 | 1.18% | 1,023,610 | 20,260 | 2.0% | $158.09万 | 加仓 |
| APH | AMPHENOL CORP CL A | $7,334.75万 | 1.09% | 415,991 | -8,064 | -1.9% | -$142.18万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $7,173.61万 | 1.06% | 99,628 | -564 | -0.6% | -$40.61万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $7,030.52万 | 1.04% | 212,748 | -14,459 | -6.4% | -$477.82万 | 减仓 |
| META | META PLATFORMS INC CL A | $6,983.07万 | 1.04% | 123,970 | -11,705 | -8.6% | -$659.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $6,824.90万 | 1.01% | 268,723 | 13,227 | 5.2% | $335.93万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6,739.20万 | 1.00% | 658,794 | 193,638 | 41.6% | $1,980.84万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $6,638.68万 | 0.98% | 616,861 | 50,487 | 8.9% | $543.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $6,622.09万 | 0.98% | 70,789 | -3,284 | -4.4% | -$307.21万 | 减仓 |
| TJX | TJX COS INC NEW COM | $6,616.79万 | 0.98% | 436,752 | -10,938 | -2.4% | -$165.71万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,830.59万 | 0.86% | 603,713 | 6,175 | 1.0% | $59.64万 | 加仓 |
| HD | HOME DEPOT INC COM | $5,822.98万 | 0.86% | 165,107 | -5,681 | -3.3% | -$200.36万 | 减仓 |
| BX | BLACKSTONE INC COM | $5,800.44万 | 0.86% | 492,942 | -7,246 | -1.4% | -$85.26万 | 减仓 |
| LLY | ELI LILLY & CO COM | $5,315.94万 | 0.79% | 44,320 | 8,972 | 25.4% | $1,076.14万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $5,105.08万 | 0.76% | 286,406 | -144,694 | -33.6% | -$2,579.12万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $5,030.76万 | 0.75% | 67,367 | 5,868 | 9.5% | $438.20万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $4,870.44万 | 0.72% | 70,923 | 1,026 | 1.5% | $70.46万 | 加仓 |
| QCOM | QUALCOMM INC COM | $4,668.90万 | 0.69% | 252,660 | -1,722 | -0.7% | -$31.82万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $4,657.18万 | 0.69% | 817,324 | -10,866 | -1.3% | -$61.92万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $4,481.57万 | 0.66% | 235,276 | -51,260 | -17.9% | -$976.41万 | 减仓 |
| XYL | XYLEM INC COM | $4,310.03万 | 0.64% | 364,612 | -40,389 | -10.0% | -$477.43万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $4,253.41万 | 0.63% | 224,312 | -8,555 | -3.7% | -$162.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $4,243.04万 | 0.63% | 82,614 | 11,226 | 15.7% | $576.56万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4,222.55万 | 0.63% | 396,595 | -37,513 | -8.6% | -$399.40万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $4,125.72万 | 0.61% | 1,290,498 | 2,363 | 0.2% | $7.55万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4,063.16万 | 0.60% | 526,930 | 18,538 | 3.6% | $142.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $3,968.91万 | 0.59% | 53 | -2 | -3.6% | -$149.77万 | 减仓 |
| URI | UNITED RENTALS INC COM | $3,952.51万 | 0.59% | 34,889 | -409 | -1.2% | -$46.33万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3,700.58万 | 0.55% | 721,501 | 73,522 | 11.3% | $377.09万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3,681.50万 | 0.55% | 123,511 | -15,030 | -10.8% | -$448.00万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3,660.01万 | 0.54% | 49,701 | 5,755 | 13.1% | $423.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3,598.13万 | 0.53% | 71,767 | -21,536 | -23.1% | -$1,079.74万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3,511.35万 | 0.52% | 694,212 | -20,902 | -2.9% | -$105.72万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3,414.24万 | 0.51% | 302,466 | 6,453 | 2.2% | $72.84万 | 加仓 |
| ABBV | ABBVIE INC COM | $3,094.32万 | 0.46% | 122,966 | 2,869 | 2.4% | $72.20万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $3,037.49万 | 0.45% | 23,777 | -156 | -0.7% | -$19.93万 | 减仓 |
| USB | US BANCORP COM NEW | $2,874.69万 | 0.43% | 475,933 | -7,924 | -1.6% | -$47.86万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2,722.81万 | 0.40% | 96,887 | 374 | 0.4% | $10.51万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,691.31万 | 0.40% | 302,361 | 22,442 | 8.0% | $199.76万 | 加仓 |
| ORCL | ORACLE CORP COM | $2,674.12万 | 0.40% | 182,471 | -5,841 | -3.1% | -$85.60万 | 减仓 |
| PEP | PEPSICO INC COM | $2,625.83万 | 0.39% | 193,926 | -7,513 | -3.7% | -$101.73万 | 减仓 |
| EOG | EOG RES INC COM | $2,619.04万 | 0.39% | 201,880 | 2,871 | 1.4% | $37.25万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $2,565.47万 | 0.38% | 114,577 | -107,719 | -48.5% | -$2,411.91万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $2,528.74万 | 0.37% | 114,381 | 114,381 | — | $2,528.74万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $2,486.29万 | 0.37% | 23,348 | -782 | -3.2% | -$83.27万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $2,347.61万 | 0.35% | 579,513 | -759 | -0.1% | -$3.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,321.39万 | 0.34% | 68,072 | -3,413 | -4.8% | -$116.39万 | 减仓 |
| CSCO | CISCO SYS INC COM | $2,304.83万 | 0.34% | 196,222 | -1,095 | -0.6% | -$12.86万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $2,302.62万 | 0.34% | 19,949 | 12,709 | 175.5% | $1,466.94万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2,297.87万 | 0.34% | 168,072 | 168,072 | — | $2,297.87万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $2,290.41万 | 0.34% | 156,193 | -5,022 | -3.1% | -$73.64万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,288.69万 | 0.34% | 276,283 | 87,285 | 46.2% | $723.06万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2,285.51万 | 0.34% | 56,119 | -9,886 | -15.0% | -$402.62万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,280.87万 | 0.34% | 138,849 | -2,884 | -2.0% | -$47.38万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $2,056.13万 | 0.30% | 255,199 | -1,541 | -0.6% | -$12.42万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $1,924.89万 | 0.29% | 14,451 | 12,648 | 701.5% | $1,684.73万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1,762.55万 | 0.26% | 41,335 | -1,208 | -2.8% | -$51.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,749.36万 | 0.26% | 17,297 | 940 | 5.7% | $95.07万 | 加仓 |
| SEIC | SEI INVTS CO COM | $1,728.72万 | 0.26% | 197,095 | 882 | 0.4% | $7.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,614.15万 | 0.24% | 183,905 | 44,417 | 31.8% | $389.85万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,594.04万 | 0.24% | 214,426 | 1,213 | 0.6% | $9.02万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,555.68万 | 0.23% | 93,339 | -3,397 | -3.5% | -$56.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1,542.61万 | 0.23% | 170,529 | 380 | 0.2% | $3.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,512.61万 | 0.22% | 26,040 | 10,313 | 65.6% | $599.06万 | 加仓 |
| CME | CME GROUP INC COM | $1,493.67万 | 0.22% | 67,639 | -85,820 | -55.9% | -$1,895.16万 | 减仓 |
| MRK | MERCK & CO INC COM | $1,467.72万 | 0.22% | 114,219 | -993 | -0.9% | -$12.76万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1,465.96万 | 0.22% | 48,362 | -66 | -0.1% | -$2.00万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,446.53万 | 0.21% | 97,537 | -5,465 | -5.3% | -$81.05万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $1,444.46万 | 0.21% | 36,369 | -909 | -2.4% | -$36.10万 | 减仓 |
| TSLA | TESLA INC COM | $1,394.14万 | 0.21% | 33,146 | 9,178 | 38.3% | $386.03万 | 加仓 |
| CRM | SALESFORCE INC COM | $1,351.84万 | 0.20% | 86,290 | -44,391 | -34.0% | -$695.44万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $1,351.47万 | 0.20% | 81,532 | -958 | -1.2% | -$15.88万 | 减仓 |
| GEV | GE VERNOVA INC COM | $1,347.22万 | 0.20% | 11,468 | 2,439 | 27.0% | $286.52万 | 加仓 |
| SF | STIFEL FINL CORP COM | $1,339.89万 | 0.20% | 192,044 | -1,552 | -0.8% | -$10.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,282.47万 | 0.19% | 26,111 | -481 | -1.8% | -$23.62万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,209.87万 | 0.18% | 116,468 | -2,091 | -1.8% | -$21.72万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $1,203.98万 | 0.18% | 38,236 | -5,059 | -11.7% | -$159.30万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,165.86万 | 0.17% | 134,642 | -13,121 | -8.9% | -$113.61万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,164.65万 | 0.17% | 49,220 | -113 | -0.2% | -$2.67万 | 减仓 |
| KO | COCA COLA CO COM | $1,161.12万 | 0.17% | 142,872 | -3,290 | -2.3% | -$26.74万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,155.17万 | 0.17% | 104,872 | 53 | 0.1% | $5,838 | 加仓 |