Crescent Grove Advisors, LLC
LAKE FOREST IL · SEC CIK 0001713520
$10.39亿2026Q1 申报市值
302持仓数
33.4%前十大占比 · 第一大 6.1%
34 / 26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
IEF 加仓+$2,284.55万
BTAL 新建仓+$661.44万
FIS 加仓+$483.27万
Allspring Smid C 新建仓+$413.24万
BIL 加仓+$384.22万
2026Q1 卖出最多 按季末市值估算
ZWS 减仓-$4,438.59万
SHV 减仓-$1,249.50万
UYLD 减仓-$537.23万
GSL 减仓-$413.20万
ICE 减仓-$395.35万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $677.23万 | 0.65% | 105,685 | 1,440 | 1.4% | $9.23万 | 加仓 |
| IWP | iShares Russell Mid Cap Growth ETF | $785.82万 | 0.76% | 61,335 | 3 | 0.0% | $384 | 加仓 |
| XBI | SPDR S&P Biotech ETF | $820.58万 | 0.79% | 64,244 | -2,780 | -4.1% | -$35.51万 | 减仓 |
| IAU | iShares Gold TR | $876.47万 | 0.84% | 99,418 | 3,985 | 4.2% | $35.13万 | 加仓 |
| SHV | iShares Short Treasury ETF | $920.64万 | 0.89% | 83,399 | -113,190 | -57.6% | -$1,249.50万 | 减仓 |
| HEFA | iShares Currency Hedged EAFE ETF | $927.37万 | 0.89% | 218,230 | 15,279 | 7.5% | $64.93万 | 加仓 |
| XLF | Financial Sector SPDR ETF | $947.75万 | 0.91% | 191,970 | 6,591 | 3.6% | $32.54万 | 加仓 |
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $1,063.95万 | 1.02% | 116,101 | 41,927 | 56.5% | $384.22万 | 加仓 |
| CARY | Angel Oak Income ETF | $1,134.16万 | 1.09% | 543,185 | 19,546 | 3.7% | $40.81万 | 加仓 |
| ITOT | iShares Core S&P Total US Stock Market ETF | $1,151.16万 | 1.11% | 80,823 | -3,101 | -3.7% | -$44.17万 | 减仓 |
| FIS | Fidelity National Info Srvcs, Inc. | $1,191.28万 | 1.15% | 253,950 | 103,020 | 68.3% | $483.27万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $1,192.90万 | 1.15% | 80,547 | -292 | -0.4% | -$4.32万 | 减仓 |
| XLE | Energy Sector SPDR ETF | $1,236.62万 | 1.19% | 201,864 | 604 | 0.3% | $3.70万 | 加仓 |
| UYLD | Angel Oak Ultrashort Income ETF | $1,250.04万 | 1.20% | 243,870 | -104,808 | -30.1% | -$537.23万 | 减仓 |
| SPY | SPDR S&P 500 ETF 看涨期权 | $1,332.00万 | 1.28% | 18,000 | 18,000 | — | $1,332.00万 | 新建仓 |
| IUSV | iShares Core S&P US Value ETF | $1,660.95万 | 1.60% | 162,440 | -771 | -0.5% | -$7.88万 | 减仓 |
| SPY | SPDR S&P 500 ETF 看跌期权 | $1,689.65万 | 1.63% | 28,000 | 28,000 | — | $1,689.65万 | 新建仓 |
| FNF | Fidelity National Financial, Inc. | $1,714.27万 | 1.65% | 369,613 | 408 | 0.1% | $1.89万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $1,746.29万 | 1.68% | 40,954 | -119 | -0.3% | -$5.07万 | 减仓 |
| NATL | NCR Atleos | $1,749.55万 | 1.68% | 401,456 | 13,048 | 3.4% | $56.86万 | 加仓 |
| SGOV | iShares 0-3 Month Treasury ETF | $1,813.23万 | 1.74% | 180,134 | -25,022 | -12.2% | -$251.87万 | 减仓 |
| AAPL | Apple | $1,874.56万 | 1.80% | 73,863 | 751 | 1.0% | $19.06万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1,889.75万 | 1.82% | 208,743 | 874 | 0.4% | $7.91万 | 加仓 |
| ICE | Intercontinental | $2,003.17万 | 1.93% | 127,363 | -25,137 | -16.5% | -$395.35万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $2,065.42万 | 1.99% | 305,853 | -2,741 | -0.9% | -$18.51万 | 减仓 |
| CDW | CDW Corporation | $2,081.16万 | 2.00% | 171,968 | 11,258 | 7.0% | $136.24万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $2,118.85万 | 2.04% | 170,449 | -1,885 | -1.1% | -$23.43万 | 减仓 |
| QQQ | Invesco Powershares QQQ ETF | $2,142.64万 | 2.06% | 37,122 | 308 | 0.8% | $17.78万 | 加仓 |
| IEF | iShares 7-10 Year Treasury ETF | $2,440.00万 | 2.35% | 255,658 | 239,370 | 1,469.6% | $2,284.55万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2,560.13万 | 2.46% | 367,043 | 12,315 | 3.5% | $85.90万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $2,814.05万 | 2.71% | 87,717 | 100 | 0.1% | $3.21万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $3,174.83万 | 3.05% | 48,683 | -4,529 | -8.5% | -$295.36万 | 减仓 |
| VOO | Vanguard 500 Index Fund ETF | $4,994.68万 | 4.81% | 83,586 | 31 | 0.0% | $1.85万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions | $5,985.13万 | 5.76% | 1,334,775 | -989,872 | -42.6% | -$4,438.59万 | 减仓 |
| IVV | iShares S&P 500 ETF | $6,385.16万 | 6.14% | 97,750 | -2,763 | -2.7% | -$180.48万 | 减仓 |