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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $20.53万 | 0.06% | 494 | 494 | — | $20.53万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $20.30万 | 0.06% | 8,178 | 8,178 | — | $20.30万 | 新建仓 |
| ROST | ROSS STORES INC | $20.20万 | 0.06% | 949 | -43 | -4.3% | -$9,153 | 减仓 |
| F | FORD MTR CO | $15.09万 | 0.04% | 10,858 | -425 | -3.8% | -$5,907 | 减仓 |
| EGY | VAALCO ENERGY INC | $5.57万 | 0.02% | 10,965 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $0 | 0.00% | 0 | -3,187 | -100.0% | -$96.33万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -11,089 | -100.0% | -$94.13万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -2,137 | -100.0% | -$90.90万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,453 | -100.0% | -$58.72万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -3,348 | -100.0% | -$32.94万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -509 | -100.0% | -$27.95万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,325 | -100.0% | -$25.74万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$24.98万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -1,780 | -100.0% | -$23.11万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -256 | -100.0% | -$22.15万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -5,352 | -100.0% | -$22.08万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -743 | -100.0% | -$20.88万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,536 | -100.0% | -$20.81万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -430 | -100.0% | -$20.35万 | 清仓 |