Crestmont Private Wealth LLC
HOUSTON TX · SEC CIK 0001873372
$3.56亿2026Q2 申报市值
105持仓数
80.5%前十大占比 · 第一大 19.2%
13 / 14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
DIMENSIONAL ETF 加仓+$784.59万
VEA 加仓+$596.46万
PYLD 加仓+$384.60万
BOND 加仓+$280.78万
DIMENSIONAL ETF 加仓+$135.15万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$1,025.13万
IJR 减仓-$562.26万
STX 减仓-$98.91万
V 清仓-$96.33万
IVV 减仓-$96.01万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,827.14万 | 19.15% | 91,163 | -1,282 | -1.4% | -$96.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,322.98万 | 17.74% | 92,063 | -14,926 | -14.0% | -$1,025.13万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,544.39万 | 9.94% | 1,336,497 | 145,024 | 12.2% | $384.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,458.21万 | 6.90% | 345,012 | 83,713 | 32.0% | $596.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,145.92万 | 6.02% | 306,999 | 112,245 | 57.6% | $784.59万 | 加仓 |
| BOND | PIMCO ETF TR | $2,054.32万 | 5.76% | 222,787 | 30,450 | 15.8% | $280.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,804.79万 | 5.06% | 302,361 | 6,966 | 2.4% | $41.58万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,409.67万 | 3.95% | 278,757 | 25,142 | 9.9% | $127.14万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,117.22万 | 3.13% | 212,399 | 12,005 | 6.0% | $63.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,022.36万 | 2.87% | 390,810 | 51,661 | 15.2% | $135.15万 | 加仓 |
| IJH | ISHARES TR | $930.62万 | 2.61% | 120,687 | 5,074 | 4.4% | $39.13万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $298.41万 | 0.84% | 146,566 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $243.16万 | 0.68% | 100,355 | 11,648 | 13.1% | $28.22万 | 加仓 |
| IBTG | ISHARES TR | $243.14万 | 0.68% | 106,221 | 12,327 | 13.1% | $28.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $210.99万 | 0.59% | 4,869 | -455 | -8.5% | -$19.72万 | 减仓 |
| IWB | ISHARES TR | $207.94万 | 0.58% | 5,078 | 336 | 7.1% | $13.76万 | 加仓 |
| GOOGL | ALPHABET INC | $178.86万 | 0.50% | 5,005 | -328 | -6.2% | -$11.72万 | 减仓 |
| QCOM | QUALCOMM INC | $128.24万 | 0.36% | 6,940 | 1,914 | 38.1% | $35.37万 | 加仓 |
| MLI | MUELLER INDS INC | $116.60万 | 0.33% | 9,485 | -211 | -2.2% | -$2.59万 | 减仓 |
| AAPL | APPLE INC | $116.24万 | 0.33% | 4,017 | -46 | -1.1% | -$1.33万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.84万 | 0.32% | 4,209 | 84 | 2.0% | $2.27万 | 加仓 |
| FDX | FEDEX CORP | $105.27万 | 0.30% | 3,362 | 3,362 | — | $105.27万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $97.88万 | 0.27% | 4,618 | -101 | -2.1% | -$2.14万 | 减仓 |
| CAT | CATERPILLAR INC | $96.37万 | 0.27% | 905 | -155 | -14.6% | -$16.51万 | 减仓 |
| EME | EMCOR GROUP INC | $96.27万 | 0.27% | 1,160 | 1,160 | — | $96.27万 | 新建仓 |
| IJR | ISHARES TR | $93.59万 | 0.26% | 6,310 | -37,909 | -85.7% | -$562.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.32万 | 0.26% | 1,865 | -8 | -0.4% | -$4,003 | 减仓 |
| PLD | PROLOGIS INC. | $92.34万 | 0.26% | 6,816 | 6,816 | — | $92.34万 | 新建仓 |
| KKR | KKR & CO INC | $91.15万 | 0.26% | 9,931 | 9,931 | — | $91.15万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $90.80万 | 0.25% | 1,768 | 292 | 19.8% | $15.00万 | 加仓 |
| VRSN | VERISIGN INC | $87.79万 | 0.25% | 3,490 | -59 | -1.7% | -$1.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $85.53万 | 0.24% | 5,160 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $84.37万 | 0.24% | 432 | -13 | -2.9% | -$2.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $83.15万 | 0.23% | 4,156 | -121 | -2.8% | -$2.42万 | 减仓 |
| HD | HOME DEPOT INC | $81.19万 | 0.23% | 2,302 | 15 | 0.7% | $5,290 | 加仓 |
| VLO | VALERO ENERGY CORP | $76.47万 | 0.21% | 2,936 | -1,000 | -25.4% | -$26.04万 | 减仓 |
| MCO | MOODYS CORP | $74.91万 | 0.21% | 1,654 | -28 | -1.7% | -$1.27万 | 减仓 |
| NVR | NVR INC | $72.22万 | 0.20% | 106 | 15 | 16.5% | $10.22万 | 加仓 |
| AVGO | BROADCOM INC | $72.07万 | 0.20% | 1,908 | -369 | -16.2% | -$13.94万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $70.44万 | 0.20% | 7,169 | -206 | -2.8% | -$2.02万 | 减仓 |
| AZO | AUTOZONE INC | $68.07万 | 0.19% | 213 | 2 | 0.9% | $6,392 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $65.78万 | 0.18% | 5,343 | -59 | -1.1% | -$7,263 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $65.48万 | 0.18% | 22,248 | 1,599 | 7.7% | $4.71万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $65.05万 | 0.18% | 665 | -10 | -1.5% | -$9,781 | 减仓 |
| MSCI | MSCI INC | $64.85万 | 0.18% | 1,158 | 25 | 2.2% | $1.40万 | 加仓 |
| NFLX | NETFLIX INC. | $64.52万 | 0.18% | 9,036 | -140 | -1.5% | -$9,996 | 减仓 |
| IDXX | IDEXX LABS INC | $60.70万 | 0.17% | 1,153 | 38 | 3.4% | $2.00万 | 加仓 |
| GDX | VANECK ETF TRUST | $60.59万 | 0.17% | 8,030 | -162 | -2.0% | -$1.22万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $59.96万 | 0.17% | 1,772 | 249 | 16.3% | $8.43万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $57.25万 | 0.16% | 3,189 | 295 | 10.2% | $5.30万 | 加仓 |
| SNA | SNAP ON INC | $53.24万 | 0.15% | 1,323 | 27 | 2.1% | $1.09万 | 加仓 |
| GLD | SPDR GOLD TR | $52.97万 | 0.15% | 1,438 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $51.15万 | 0.14% | 1,607 | 108 | 7.2% | $3.44万 | 加仓 |
| EOG | EOG RES INC | $51.08万 | 0.14% | 3,938 | 69 | 1.8% | $8,950 | 加仓 |
| PKG | PACKAGING CORP AMER | $50.56万 | 0.14% | 2,122 | 270 | 14.6% | $6.43万 | 加仓 |
| RL | RALPH LAUREN CORP | $50.18万 | 0.14% | 1,250 | 28 | 2.3% | $1.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $48.23万 | 0.14% | 3,369 | 728 | 27.6% | $10.42万 | 加仓 |
| AMGN | AMGEN INC | $47.80万 | 0.13% | 1,320 | 89 | 7.2% | $3.22万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $47.69万 | 0.13% | 3,775 | 139 | 3.8% | $1.76万 | 加仓 |
| HAS | HASBRO INC | $46.84万 | 0.13% | 5,672 | 309 | 5.8% | $2.55万 | 加仓 |
| RING | ISHARES INC | $46.81万 | 0.13% | 7,246 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $46.64万 | 0.13% | 654 | -17 | -2.5% | -$1.21万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $42.89万 | 0.12% | 3,974 | 1,143 | 40.4% | $12.34万 | 加仓 |
| NEM | NEWMONT CORP | $42.11万 | 0.12% | 4,509 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $42.11万 | 0.12% | 826 | 21 | 2.6% | $1.07万 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.58万 | 0.12% | 1,395 | 67 | 5.0% | $2.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.29万 | 0.12% | 2,816 | 105 | 3.9% | $1.54万 | 加仓 |
| — | STELLAR BANCORP INC | $39.89万 | 0.11% | 10,145 | -2,584 | -20.3% | -$10.16万 | 减仓 |
| AIZ | ASSURANT INC | $38.53万 | 0.11% | 1,435 | 72 | 5.3% | $1.93万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.44万 | 0.11% | 1,618 | 10 | 0.6% | $2,376 | 加仓 |
| COP | CONOCOPHILLIPS | $37.98万 | 0.11% | 3,653 | -2,104 | -36.5% | -$21.87万 | 减仓 |
| GRMN | GARMIN LTD | $37.77万 | 0.11% | 1,590 | 24 | 1.5% | $5,701 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.42万 | 0.10% | 901 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $35.33万 | 0.10% | 6,710 | 462 | 7.4% | $2.43万 | 加仓 |
| NVS | NOVARTIS AG | $34.29万 | 0.10% | 2,188 | 231 | 11.8% | $3.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $34.22万 | 0.10% | 2,516 | -129 | -4.9% | -$1.75万 | 减仓 |
| KLAC | KLA CORP | $34.09万 | 0.10% | 1,130 | -730 | -39.2% | -$22.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.09万 | 0.09% | 934 | 21 | 2.3% | $7,439 | 加仓 |
| MET | METLIFE INC | $32.46万 | 0.09% | 3,836 | 3,836 | — | $32.46万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.23万 | 0.09% | 334 | -1,025 | -75.4% | -$98.91万 | 减仓 |
| — | EXXON MOBIL CORP | $31.95万 | 0.09% | 2,337 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $31.88万 | 0.09% | 2,719 | 155 | 6.0% | $1.82万 | 加仓 |
| TSLA | TESLA INC | $31.00万 | 0.09% | 737 | -31 | -4.0% | -$1.30万 | 减仓 |
| GE | GE AEROSPACE | $29.97万 | 0.08% | 802 | -37 | -4.4% | -$1.38万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.19万 | 0.08% | 667 | 1 | 0.2% | $438 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $28.86万 | 0.08% | 993 | 27 | 2.8% | $7,846 | 加仓 |
| PSX | PHILLIPS 66 | $28.69万 | 0.08% | 1,697 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $28.63万 | 0.08% | 1,856 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $28.27万 | 0.08% | 6,841 | 6,841 | — | $28.27万 | 新建仓 |
| EBAY | EBAY INC. | $27.56万 | 0.08% | 2,466 | -110 | -4.3% | -$1.23万 | 减仓 |
| TER | TERADYNE INC | $26.27万 | 0.07% | 543 | -637 | -54.0% | -$30.82万 | 减仓 |
| GLW | CORNING INC | $26.23万 | 0.07% | 1,027 | -2,741 | -72.7% | -$70.01万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $25.11万 | 0.07% | 1,663 | 1,663 | — | $25.11万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $24.74万 | 0.07% | 1,351 | -86 | -6.0% | -$1.57万 | 减仓 |
| CVS | CVS HEALTH CORP | $23.57万 | 0.07% | 2,278 | 2,278 | — | $23.57万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.54万 | 0.06% | 658 | -66 | -9.1% | -$2.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.09万 | 0.06% | 750 | -32 | -4.1% | -$8,999 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $20.60万 | 0.06% | 556 | 556 | — | $20.60万 | 新建仓 |
| ABBV | ABBVIE INC | $20.58万 | 0.06% | 818 | 818 | — | $20.58万 | 新建仓 |
| RHI | ROBERT HALF INC. | $20.58万 | 0.06% | 6,704 | 6,704 | — | $20.58万 | 新建仓 |