Crestmont Private Wealth LLC
HOUSTON TX · SEC CIK 0001873372
$3.17亿2026Q1 申报市值
105持仓数
78.6%前十大占比 · 第一大 20.1%
10 / 2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+$503.62万
IBTG 新建仓+$215.16万
IBDR 新建仓+$215.03万
PYLD 加仓+$135.77万
TH 加仓+$93.08万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$296.94万
MSI 减仓-$176.84万
IVV 减仓-$109.48万
VLO 减仓-$90.53万
GDXJ 减仓-$63.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,393.14万 | 20.15% | 106,989 | 8,428 | 8.6% | $503.62万 | 加仓 |
| IVV | ISHARES TR | $6,038.59万 | 19.03% | 92,445 | -1,676 | -1.8% | -$109.48万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,121.66万 | 9.84% | 1,191,473 | 51,822 | 4.5% | $135.77万 | 加仓 |
| BOND | PIMCO ETF TR | $1,774.89万 | 5.59% | 192,337 | 8,805 | 4.8% | $81.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,674.40万 | 5.28% | 261,299 | 9,593 | 3.8% | $61.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,596.61万 | 5.03% | 295,395 | 6,618 | 2.3% | $35.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,283.54万 | 4.05% | 253,615 | 12,945 | 5.4% | $65.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,216.24万 | 3.83% | 194,754 | 5,252 | 2.8% | $32.80万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,045.86万 | 3.30% | 200,394 | 7,457 | 3.9% | $38.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $802.09万 | 2.53% | 339,149 | 8,862 | 2.7% | $20.96万 | 加仓 |
| IJH | ISHARES TR | $780.73万 | 2.46% | 115,613 | 2,142 | 1.9% | $14.46万 | 加仓 |
| IJR | ISHARES TR | $549.69万 | 1.73% | 44,219 | 1,720 | 4.0% | $21.38万 | 加仓 |
| IBTG | ISHARES TR | $215.16万 | 0.68% | 93,894 | 93,894 | — | $215.16万 | 新建仓 |
| IBDR | ISHARES TR | $215.03万 | 0.68% | 88,707 | 88,707 | — | $215.03万 | 新建仓 |
| IWB | ISHARES TR | $169.08万 | 0.53% | 4,742 | -8,328 | -63.7% | -$296.94万 | 减仓 |
| GOOGL | ALPHABET INC | $153.36万 | 0.48% | 5,333 | 89 | 1.7% | $2.56万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $136.01万 | 0.43% | 146,566 | 100,306 | 216.8% | $93.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $113.75万 | 0.36% | 5,324 | 51 | 1.0% | $1.09万 | 加仓 |
| MLI | MUELLER INDS INC | $107.43万 | 0.34% | 9,696 | 215 | 2.3% | $2.38万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $107.37万 | 0.34% | 4,125 | 319 | 8.4% | $8.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $106.76万 | 0.34% | 5,160 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $103.11万 | 0.32% | 4,063 | 194 | 5.0% | $4.92万 | 加仓 |
| VLO | VALERO ENERGY CORP | $97.25万 | 0.31% | 3,936 | -3,664 | -48.2% | -$90.53万 | 减仓 |
| V | VISA INC | $96.33万 | 0.30% | 3,187 | 154 | 5.1% | $4.65万 | 加仓 |
| NDAQ | NASDAQ INC | $94.13万 | 0.30% | 11,089 | 716 | 6.9% | $6.08万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $92.48万 | 0.29% | 4,719 | 112 | 2.4% | $2.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $90.90万 | 0.29% | 2,137 | 299 | 16.3% | $12.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.75万 | 0.28% | 1,873 | 148 | 8.6% | $7.09万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $88.53万 | 0.28% | 7,375 | -5,273 | -41.7% | -$63.30万 | 减仓 |
| NFLX | NETFLIX INC. | $88.23万 | 0.28% | 9,176 | 2,480 | 37.0% | $23.85万 | 加仓 |
| VRSN | VERISIGN INC | $88.14万 | 0.28% | 3,549 | 364 | 11.4% | $9.04万 | 加仓 |
| MKL | MARKEL GROUP INC | $85.18万 | 0.27% | 445 | 28 | 6.7% | $5.36万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $84.96万 | 0.27% | 5,402 | 508 | 10.4% | $7.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $76.00万 | 0.24% | 5,757 | 194 | 3.5% | $2.56万 | 加仓 |
| HD | HOME DEPOT INC | $75.22万 | 0.24% | 2,287 | 321 | 16.3% | $10.56万 | 加仓 |
| GDX | VANECK ETF TRUST | $75.18万 | 0.24% | 8,192 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $75.10万 | 0.24% | 1,060 | 63 | 6.3% | $4.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $74.60万 | 0.24% | 4,277 | 8 | 0.2% | $1,395 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.75万 | 0.23% | 1,476 | 85 | 6.1% | $4.25万 | 加仓 |
| MCO | MOODYS CORP | $73.38万 | 0.23% | 1,682 | 100 | 6.3% | $4.36万 | 加仓 |
| AZO | AUTOZONE INC | $71.27万 | 0.22% | 211 | 28 | 15.3% | $9.46万 | 加仓 |
| AVGO | BROADCOM INC | $70.48万 | 0.22% | 2,277 | 250 | 12.3% | $7.74万 | 加仓 |
| QCOM | QUALCOMM INC | $64.72万 | 0.20% | 5,026 | 614 | 13.9% | $7.91万 | 加仓 |
| IDXX | IDEXX LABS INC | $62.65万 | 0.20% | 1,115 | 70 | 6.7% | $3.93万 | 加仓 |
| GLD | SPDR GOLD TR | $61.88万 | 0.20% | 1,438 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $61.07万 | 0.19% | 1,133 | 93 | 8.9% | $5.01万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $60.43万 | 0.19% | 675 | 49 | 7.8% | $4.39万 | 加仓 |
| NVR | NVR INC | $59.97万 | 0.19% | 91 | 16 | 21.3% | $10.54万 | 加仓 |
| ADSK | AUTODESK INC | $58.72万 | 0.19% | 2,453 | 270 | 12.4% | $6.46万 | 加仓 |
| RING | ISHARES INC | $57.23万 | 0.18% | 7,246 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $55.93万 | 0.18% | 3,869 | 1,533 | 65.6% | $22.16万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $54.91万 | 0.17% | 2,894 | 619 | 27.2% | $11.75万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $53.89万 | 0.17% | 1,523 | 394 | 34.9% | $13.94万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.24万 | 0.17% | 1,359 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $52.94万 | 0.17% | 20,649 | 51 | 0.2% | $1,308 | 加仓 |
| GLW | CORNING INC | $51.23万 | 0.16% | 3,768 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $50.67万 | 0.16% | 3,636 | 302 | 9.1% | $4.21万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $50.33万 | 0.16% | 6,248 | 1,665 | 36.3% | $13.41万 | 重新持有 |
| HAS | HASBRO INC | $50.20万 | 0.16% | 5,363 | 581 | 12.1% | $5.44万 | 加仓 |
| NEM | NEWMONT CORP | $48.81万 | 0.15% | 4,509 | -1,990 | -30.6% | -$21.54万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $48.68万 | 0.15% | 805 | 102 | 14.5% | $6.17万 | 加仓 |
| SNA | SNAP ON INC | $47.07万 | 0.15% | 1,296 | 198 | 18.0% | $7.19万 | 加仓 |
| — | STELLAR BANCORP INC | $46.60万 | 0.15% | 12,729 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.31万 | 0.14% | 1,231 | 150 | 13.9% | $5.28万 | 加仓 |
| RL | RALPH LAUREN CORP | $42.04万 | 0.13% | 1,222 | 154 | 14.4% | $5.30万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $40.60万 | 0.13% | 1,499 | 639 | 74.3% | $17.31万 | 加仓 |
| — | EXXON MOBIL CORP | $39.65万 | 0.12% | 2,337 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $39.30万 | 0.12% | 1,852 | 227 | 14.0% | $4.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $39.16万 | 0.12% | 2,711 | 831 | 44.2% | $12.00万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.10万 | 0.12% | 901 | -4,075 | -81.9% | -$176.84万 | 减仓 |
| GRMN | GARMIN LTD | $36.33万 | 0.11% | 1,566 | 351 | 28.9% | $8.14万 | 加仓 |
| CMI | CUMMINS INC | $36.10万 | 0.11% | 671 | 117 | 21.1% | $6.29万 | 加仓 |
| TER | TERADYNE INC | $34.98万 | 0.11% | 1,180 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $34.60万 | 0.11% | 2,641 | -102 | -3.7% | -$1.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $33.98万 | 0.11% | 1,608 | 321 | 24.9% | $6.78万 | 加仓 |
| XOP | SPDR SERIES TRUST | $33.75万 | 0.11% | 1,856 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $33.34万 | 0.11% | 966 | 213 | 28.3% | $7.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $32.94万 | 0.10% | 3,348 | 838 | 33.4% | $8.24万 | 重新持有 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.61万 | 0.10% | 666 | 450 | 208.3% | $21.36万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $31.34万 | 0.10% | 913 | 242 | 36.1% | $8.31万 | 加仓 |
| PSX | PHILLIPS 66 | $30.91万 | 0.10% | 1,697 | -1 | -0.1% | -$182 | 减仓 |
| NVS | NOVARTIS AG | $29.89万 | 0.09% | 1,957 | 305 | 18.5% | $4.66万 | 加仓 |
| AIZ | ASSURANT INC | $29.69万 | 0.09% | 1,363 | 467 | 52.1% | $10.17万 | 加仓 |
| TSLA | TESLA INC | $28.55万 | 0.09% | 768 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $28.13万 | 0.09% | 2,564 | 2,564 | — | $28.13万 | 新建仓 |
| PWR | QUANTA SVCS INC | $27.95万 | 0.09% | 509 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $27.66万 | 0.09% | 2,831 | -1 | -0.0% | -$98 | 减仓 |
| KLAC | KLA CORP | $27.39万 | 0.09% | 186 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $25.78万 | 0.08% | 1,328 | 1,328 | — | $25.78万 | 新建仓 |
| — | COTERRA ENERGY INC | $25.74万 | 0.08% | 7,325 | 7,325 | — | $25.74万 | 新建仓 |
| — | HONEYWELL INTL INC | $24.98万 | 0.08% | 1,105 | 1,105 | — | $24.98万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.35万 | 0.08% | 2,645 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.81万 | 0.08% | 839 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $23.45万 | 0.07% | 2,576 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $23.11万 | 0.07% | 1,780 | 1,780 | — | $23.11万 | 新建仓 |
| MCK | MCKESSON CORP | $22.15万 | 0.07% | 256 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $22.08万 | 0.07% | 5,352 | 5,352 | — | $22.08万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $21.92万 | 0.07% | 1,437 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $21.49万 | 0.07% | 992 | 992 | — | $21.49万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.30万 | 0.07% | 724 | 0 | 0.0% | — | 不变 |