Cresset Asset Management, LLC
Chicago IL · SEC CIK 0001761013
$231.12亿2026Q1 申报市值
1,654持仓数
43.5%前十大占比 · 第一大 11.0%
158 / 138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
VOO 加仓+$4.06亿
AVTM 新建仓+$7,349.29万
OTF 加仓+$4,934.19万
OWL 加仓+$4,531.73万
RSP 加仓+$3,630.36万
2026Q1 卖出最多 按季末市值估算
ERIE 减仓-$4.34亿
VO 减仓-$5,731.97万
SPY 减仓-$3,339.27万
META 减仓-$2,985.84万
VIGI 减仓-$2,444.53万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHY | SCHWAB STRATEGIC TR | $1.12亿 | 0.48% | 3,537,103 | -26,361 | -0.7% | -$83.46万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $1.15亿 | 0.50% | 3,789,859 | -8,183 | -0.2% | -$24.89万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.23亿 | 0.53% | 2,806,310 | 94,572 | 3.5% | $412.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.32亿 | 0.57% | 2,064,817 | 267,118 | 14.9% | $1,711.69万 | 加仓 |
| GLD | SPDR GOLD TR | $1.34亿 | 0.58% | 312,487 | -1,885 | -0.6% | -$81.11万 | 减仓 |
| AMZN | AMAZON COM INC | $1.39亿 | 0.60% | 668,912 | 45,340 | 7.3% | $944.30万 | 加仓 |
| IJH | ISHARES TR | $1.46亿 | 0.63% | 2,162,743 | 52,389 | 2.5% | $353.78万 | 加仓 |
| IAU | ISHARES GOLD TR | $1.56亿 | 0.68% | 1,771,218 | 46,093 | 2.7% | $406.36万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.58亿 | 0.68% | 529,201 | 10,736 | 2.1% | $320.85万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.65亿 | 0.71% | 765,784 | -13,263 | -1.7% | -$285.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.73亿 | 0.75% | 7,007,246 | 822,308 | 13.3% | $2,035.21万 | 加仓 |
| NOBL | PROSHARES TR | $1.76亿 | 0.76% | 1,657,609 | 30,273 | 1.9% | $320.90万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.78亿 | 0.77% | 1,070,027 | -673 | -0.1% | -$11.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.88亿 | 0.82% | 1,080,516 | -21,445 | -1.9% | -$374.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.89亿 | 0.82% | 1,289,954 | 35,785 | 2.9% | $523.46万 | 加仓 |
| IWF | ISHARES TR | $1.95亿 | 0.84% | 458,001 | -24,210 | -5.0% | -$1,032.31万 | 减仓 |
| GOOG | ALPHABET INC | $1.98亿 | 0.86% | 691,761 | -16,679 | -2.4% | -$478.45万 | 减仓 |
| RDDT | REDDIT INC | $2.05亿 | 0.89% | 1,523,571 | -173,011 | -10.2% | -$2,329.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.15亿 | 0.93% | 579,611 | 31,451 | 5.7% | $1,164.22万 | 加仓 |
| OEF | ISHARES TR | $2.52亿 | 1.09% | 791,923 | -30,934 | -3.8% | -$983.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.76亿 | 1.19% | 860,804 | 41,087 | 5.0% | $1,318.11万 | 加仓 |
| META | META PLATFORMS INC | $3.15亿 | 1.36% | 549,776 | -52,188 | -8.7% | -$2,985.84万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.45亿 | 1.49% | 4,590,646 | 48,501 | 1.1% | $364.24万 | 加仓 |
| GOOGL | ALPHABET INC | $3.54亿 | 1.53% | 1,231,159 | 55,449 | 4.7% | $1,594.49万 | 加仓 |
| IJR | ISHARES TR | $4.08亿 | 1.77% | 3,283,342 | 63,738 | 2.0% | $792.33万 | 加仓 |
| AAPL | APPLE INC | $4.65亿 | 2.01% | 1,832,739 | -13,033 | -0.7% | -$330.76万 | 减仓 |
| IEFA | ISHARES TR | $5.05亿 | 2.19% | 5,580,305 | 159,858 | 2.9% | $1,447.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7.14亿 | 3.09% | 1,194,480 | 679,833 | 132.1% | $4.06亿 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8.59亿 | 3.71% | 4,473,614 | 189,160 | 4.4% | $3,630.36万 | 加仓 |
| IVV | ISHARES TR | $15.39亿 | 6.66% | 2,355,935 | 54,030 | 2.3% | $3,529.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.23亿 | 10.05% | 3,561,935 | -51,205 | -1.4% | -$3,339.27万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $25.41亿 | 10.99% | 20,692,711 | -1,384 | -0.0% | -$16.99万 | 减仓 |