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 |
|---|---|---|---|---|---|---|---|---|
| IJT | iShares S&P Small Cap 600 Growth ETF | $38.62万 | 0.04% | 2,669 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Com CL A | $38.31万 | 0.04% | 1,268 | -31 | -2.4% | -$9,367 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $38.00万 | 0.04% | 12,385 | -94 | -0.8% | -$2,884 | 减仓 |
| TGT | Target Corp Com | $37.68万 | 0.04% | 3,109 | -200 | -6.0% | -$2.42万 | 减仓 |
| VV | Vanguard Large Cap ETF | $37.66万 | 0.04% | 1,260 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp | $37.39万 | 0.04% | 5,206 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $37.26万 | 0.04% | 7,422 | 2 | 0.0% | $100 | 加仓 |
| UNH | Unitedhealth Group | $36.57万 | 0.04% | 1,352 | 88 | 7.0% | $2.38万 | 加仓 |
| EDIV | SPDR S&P Emerging Markets Dividend ETF | $36.03万 | 0.03% | 9,127 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $35.98万 | 0.03% | 1,436 | -1,390 | -49.2% | -$34.83万 | 减仓 |
| AAXJ | iShares MSCI Asia ex Japan ETF | $35.97万 | 0.03% | 3,736 | 0 | 0.0% | — | 不变 |
| CSTM | Constellium Se | $35.60万 | 0.03% | 14,485 | 14,485 | — | $35.60万 | 新建仓 |
| BLK | BlackRock Inc Com | $35.58万 | 0.03% | 370 | -105 | -22.1% | -$10.10万 | 减仓 |
| MMM | 3M Company | $35.51万 | 0.03% | 2,445 | 0 | 0.0% | — | 不变 |
| APLU | Allspring Core Plus Bond ETF | $35.50万 | 0.03% | 14,384 | 14,384 | — | $35.50万 | 新建仓 |
| TDG | Transdigm Group Inc | $35.46万 | 0.03% | 306 | 0 | 0.0% | — | 不变 |
| ISVL | iShares TR Intl Dev (SML CP) | $35.39万 | 0.03% | 7,355 | 0 | 0.0% | — | 不变 |
| SCZ | iShares TR EAFE SML | $35.33万 | 0.03% | 4,505 | 0 | 0.0% | — | 不变 |
| TJX | TJX Cos Inc New Com | $34.72万 | 0.03% | 2,174 | 12 | 0.6% | $1,916 | 加仓 |
| ACGL | Arch Capital Group | $34.46万 | 0.03% | 3,590 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $34.41万 | 0.03% | 5,700 | 0 | 0.0% | — | 不变 |
| XLB | Materials Sector SPDR ETF | $34.01万 | 0.03% | 6,807 | 503 | 8.0% | $2.51万 | 加仓 |
| VBK | Vanguard Small Cap Growth Index Fund ETF | $33.51万 | 0.03% | 1,109 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corp | $33.42万 | 0.03% | 1,976 | 0 | 0.0% | — | 不变 |
| ILTB | iShares Core (10 Year Usd Bond Etf) | $33.13万 | 0.03% | 6,765 | 0 | 0.0% | — | 不变 |
| IUSG | iShares Core (S&P US Growth ETF) | $32.78万 | 0.03% | 2,113 | -331 | -13.5% | -$5.14万 | 减仓 |
| NXPI | NXP Semiconductors N | $32.75万 | 0.03% | 1,655 | 0 | 0.0% | — | 不变 |
| DKNG | Draftkings Inc New | $32.48万 | 0.03% | 15,022 | 0 | 0.0% | — | 不变 |
| BMY | Bristol Myers Squibb | $32.33万 | 0.03% | 5,330 | 500 | 10.4% | $3.03万 | 加仓 |
| GENI | Genius Sports LTD | $32.17万 | 0.03% | 72,629 | 72,629 | — | $32.17万 | 新建仓 |
| AUGO | Aura Minerals Inc Cad | $32.03万 | 0.03% | 3,925 | 3,925 | — | $32.03万 | 新建仓 |
| UL | Unilever PLC | $31.87万 | 0.03% | 5,541 | 1 | 0.0% | $58 | 加仓 |
| BP | BP PLC Spons ADR | $31.23万 | 0.03% | 6,644 | 0 | 0.0% | — | 不变 |
| PSFE | Paysafe LTD Com | $30.72万 | 0.03% | 45,113 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco SYS Inc Com | $30.36万 | 0.03% | 3,913 | 262 | 7.2% | $2.03万 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $30.12万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| — | ARK 3D Printing ETF | $29.88万 | 0.03% | 14,625 | -1,343 | -8.4% | -$2.74万 | 减仓 |
| IGRO | iShares TR Intl DIV (GRWTH) | $29.45万 | 0.03% | 3,516 | 0 | 0.0% | — | 不变 |
| PFF | iShares Preferreds ETF | $29.25万 | 0.03% | 9,646 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $28.95万 | 0.03% | 6,560 | -1,560 | -19.2% | -$6.88万 | 减仓 |
| T | AT&T | $28.53万 | 0.03% | 9,840 | 1 | 0.0% | $29 | 加仓 |
| SCHA | Schwab US Small Cap ETF | $28.25万 | 0.03% | 9,716 | 0 | 0.0% | — | 不变 |
| IHF | iShares TR US HLTHCR (PR Etf) | $27.58万 | 0.03% | 6,591 | 0 | 0.0% | — | 不变 |
| IWC | iShares Micro-Cap ETF | $27.39万 | 0.03% | 1,716 | -374 | -17.9% | -$5.97万 | 减仓 |
| GRPM | Invesco Exchange (traded FD TR S&P Midcap 400) | $27.19万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| RSI | Rush Street | $27.19万 | 0.03% | 12,500 | 12,500 | — | $27.19万 | 新建仓 |
| UBER | Uber Technologies Inc | $27.08万 | 0.03% | 3,764 | 918 | 32.3% | $6.60万 | 加仓 |
| CAT | Caterpillar Inc | $26.87万 | 0.03% | 379 | 379 | — | $26.87万 | 新建仓 |
| IP | Intl Paper Co | $26.77万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| MELI | Mercadolibre Inc | $26.63万 | 0.03% | 154 | 27 | 21.3% | $4.67万 | 加仓 |
| KBE | SPDR S&P Bank ETF | $26.58万 | 0.03% | 4,463 | 0 | 0.0% | — | 不变 |
| XLRE | SPDR Real Estate ETF | $26.30万 | 0.03% | 6,442 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corp New | $26.19万 | 0.03% | 9,122 | 1 | 0.0% | $29 | 加仓 |
| — | Dimensional ETF (trust US Targeted Vlu) | $25.88万 | 0.02% | 4,144 | 4,144 | — | $25.88万 | 新建仓 |
| IBIT | iShares Bitcoin (trust Etf) | $25.87万 | 0.02% | 6,735 | 1,310 | 24.1% | $5.03万 | 重新持有 |
| PLTR | Palantir | $25.70万 | 0.02% | 1,757 | 1,757 | — | $25.70万 | 新建仓 |
| RSPG | Invesco Exchange (traded FD TR S&P500 Eql Enr) | $25.58万 | 0.02% | 2,337 | 2,337 | — | $25.58万 | 新建仓 |
| USO | United STS Oil FD LP | $25.45万 | 0.02% | 2,000 | 2,000 | — | $25.45万 | 新建仓 |
| — | Bank Amer Corp Non | $25.26万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| VIGI | Vanguard Whitehall (FDS Intl DVD Etf) | $25.21万 | 0.02% | 2,850 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $24.48万 | 0.02% | 788 | 1 | 0.1% | $311 | 加仓 |
| XLU | Utilities Sector SPDR ETF | $24.02万 | 0.02% | 5,235 | -418 | -7.4% | -$1.92万 | 减仓 |
| FNDE | Schwab Fundamental Emerging Markets | $23.89万 | 0.02% | 6,245 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corp | $23.85万 | 0.02% | 747 | -817 | -52.2% | -$26.08万 | 减仓 |
| DG | Dollar Gen Corp New | $23.69万 | 0.02% | 1,995 | 1,995 | — | $23.69万 | 新建仓 |
| SHEL | Royal Dutch Shell PLC ADR | $23.58万 | 0.02% | 2,536 | -968 | -27.6% | -$9.00万 | 减仓 |
| VOE | Vanguard Mid-Cap Value Idx.FD. | $23.52万 | 0.02% | 1,276 | 3 | 0.2% | $553 | 加仓 |
| OEF | iShares Trust S&P 100 | $23.34万 | 0.02% | 734 | 0 | 0.0% | — | 不变 |
| — | Xtant Medical Holdings | $22.99万 | 0.02% | 412,024 | 0 | 0.0% | — | 不变 |
| COF | Capital One | $22.97万 | 0.02% | 1,259 | 359 | 39.9% | $6.55万 | 加仓 |
| AMGN | Amgen Inc | $22.76万 | 0.02% | 647 | -150 | -18.8% | -$5.28万 | 减仓 |
| DFUV | Dimensional ETF (trust US Mktwide Value) | $22.69万 | 0.02% | 4,682 | 4,682 | — | $22.69万 | 新建仓 |
| BAM | Brookfield Asset | $22.67万 | 0.02% | 5,100 | 300 | 6.2% | $1.33万 | 加仓 |
| SPYM | SPDR Portfolio S&P (500 Etf) | $22.42万 | 0.02% | 2,929 | 0 | 0.0% | — | 不变 |
| VIS | Vanguard Sector | $22.39万 | 0.02% | 717 | 0 | 0.0% | — | 不变 |
| XME | Materials Sector SPDR ETF | $22.36万 | 0.02% | 2,070 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Com Inc Com | $22.27万 | 0.02% | 2,316 | 21 | 0.9% | $2,019 | 加仓 |
| GNRC | Generac Holdings Inc. | $22.06万 | 0.02% | 1,129 | 1,129 | — | $22.06万 | 新建仓 |
| FNDF | Schwab Fundamental Intnl Large | $21.96万 | 0.02% | 4,488 | 0 | 0.0% | — | 不变 |
| — | Carecloud Inc Com | $21.90万 | 0.02% | 60,000 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P Dividend ETF | $21.89万 | 0.02% | 1,500 | -37 | -2.4% | -$5,400 | 减仓 |
| CASY | Caseys Gen Stores | $21.84万 | 0.02% | 300 | 300 | — | $21.84万 | 新建仓 |
| APAM | Artisan Partners Asset Mgmt | $21.83万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select SPDR ETF | $21.74万 | 0.02% | 1,483 | -3,591 | -70.8% | -$52.65万 | 减仓 |
| — | Honeywell Intl. | $21.65万 | 0.02% | 958 | 0 | 0.0% | — | 重新持有 |
| CEG | Constellation Energy | $21.36万 | 0.02% | 765 | -984 | -56.3% | -$27.48万 | 减仓 |
| ACN | Accenture | $21.30万 | 0.02% | 1,074 | 0 | 0.0% | — | 不变 |
| DFIN | Donnelley Finl Solutions | $21.22万 | 0.02% | 4,501 | 0 | 0.0% | — | 不变 |
| DFAE | DFA Emerging Markets Core ETF | $21.00万 | 0.02% | 6,201 | 6,201 | — | $21.00万 | 新建仓 |
| ADSK | Autodesk Inc Com | $20.83万 | 0.02% | 870 | 0 | 0.0% | — | 不变 |
| ROP | Roper Technologies | $20.48万 | 0.02% | 579 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation | $20.38万 | 0.02% | 568 | -642 | -53.1% | -$23.04万 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-US ETF | $20.31万 | 0.02% | 2,704 | 2,704 | — | $20.31万 | 新建仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $20.22万 | 0.02% | 2,037 | -39 | -1.9% | -$3,871 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $20.12万 | 0.02% | 926 | 926 | — | $20.12万 | 新建仓 |
| BNS | Bank Of Nova Scotia | $20.10万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Mid Cap 400 ETF | $20.09万 | 0.02% | 325 | 325 | — | $20.09万 | 新建仓 |
| AVGO | Broadcom Inc | $20.03万 | 0.02% | 647 | -265 | -29.1% | -$8.20万 | 减仓 |
| BTZ | BlackRock Credit Allocation | $13.63万 | 0.01% | 13,500 | 0 | 0.0% | — | 不变 |
| — | Daxor Corp | $10.37万 | 0.01% | 10,723 | 10,723 | — | $10.37万 | 新建仓 |