Cresta Advisors, Ltd.
LAREDO TX · SEC CIK 0001947670
$2.44亿2026Q1 申报市值
53持仓数
68.3%前十大占比 · 第一大 14.2%
2 / 115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
SPY 加仓+$240.30万
EIM 加仓+$200.68万
VTV 加仓+$185.80万
MEAR 加仓+$149.34万
DGRW 加仓+$146.20万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$56.85万
ADBE 清仓-$52.50万
VOO 减仓-$22.82万
VIG 清仓-$20.68万
EFA 清仓-$16.10万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,462.86万 | 14.18% | 53,247 | 3,695 | 7.5% | $240.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,272.67万 | 9.31% | 70,842 | 3,709 | 5.5% | $118.99万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,124.90万 | 8.70% | 241,906 | 16,644 | 7.4% | $146.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,107.70万 | 8.63% | 107,426 | 9,470 | 9.7% | $185.80万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,702.06万 | 6.97% | 226,368 | 15,764 | 7.5% | $118.53万 | 加仓 |
| LQD | ISHARES TR | $1,351.34万 | 5.53% | 123,987 | 2,595 | 2.1% | $28.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,089.25万 | 4.46% | 18,872 | 296 | 1.6% | $17.08万 | 加仓 |
| IWF | ISHARES TR | $912.91万 | 3.74% | 21,410 | -260 | -1.2% | -$11.09万 | 减仓 |
| AAPL | APPLE INC | $861.79万 | 3.53% | 33,957 | -451 | -1.3% | -$11.45万 | 减仓 |
| PMBS | PIMCO ETF TR | $801.67万 | 3.28% | 161,628 | 3,293 | 2.1% | $16.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $522.05万 | 2.14% | 29,934 | 750 | 2.6% | $13.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $520.80万 | 2.13% | 169,753 | 11,463 | 7.2% | $35.17万 | 加仓 |
| TLH | ISHARES TR | $519.76万 | 2.13% | 51,604 | 1,064 | 2.1% | $10.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $477.00万 | 1.95% | 35,892 | 384 | 1.1% | $5.10万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $433.08万 | 1.77% | 385,647 | 116,000 | 43.0% | $130.27万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $396.51万 | 1.62% | 78,767 | 29,667 | 60.4% | $149.34万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $394.07万 | 1.61% | 58,563 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $387.72万 | 1.59% | 18,616 | 432 | 2.4% | $9.00万 | 加仓 |
| MGV | VANGUARD WORLD FD | $350.07万 | 1.43% | 24,151 | 2,007 | 9.1% | $29.09万 | 加仓 |
| GOOGL | ALPHABET INC | $297.11万 | 1.22% | 10,332 | 1,349 | 15.0% | $38.79万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $291.50万 | 1.19% | 19,883 | 390 | 2.0% | $5.72万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $273.73万 | 1.12% | 127,797 | 9,824 | 8.3% | $21.04万 | 加仓 |
| META | META PLATFORMS INC | $271.42万 | 1.11% | 4,744 | -194 | -3.9% | -$11.10万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $270.52万 | 1.11% | 49,592 | -114 | -0.2% | -$6,219 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $249.54万 | 1.02% | 255,415 | 205,400 | 410.7% | $200.68万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $162.58万 | 0.67% | 180,840 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $156.76万 | 0.64% | 41,427 | 608 | 1.5% | $2.30万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $155.55万 | 0.64% | 9,618 | -95 | -1.0% | -$1.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $152.70万 | 0.63% | 4,125 | 2,000 | 94.1% | $74.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $149.90万 | 0.61% | 2,509 | -382 | -13.2% | -$22.82万 | 减仓 |
| HDV | ISHARES TR | $115.01万 | 0.47% | 8,474 | 760 | 9.9% | $10.31万 | 加仓 |
| GLD | SPDR GOLD TR | $114.72万 | 0.47% | 2,666 | -80 | -2.9% | -$3.44万 | 减仓 |
| ILTB | ISHARES TR | $110.55万 | 0.45% | 22,570 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $96.10万 | 0.39% | 11,085 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $74.79万 | 0.31% | 1,237 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $71.67万 | 0.29% | 6,554 | -322 | -4.7% | -$3.52万 | 减仓 |
| GE | GE AEROSPACE | $70.94万 | 0.29% | 2,500 | 2,500 | — | $70.94万 | 新建仓 |
| ENB | ENBRIDGE INC | $69.82万 | 0.29% | 12,920 | 10,172 | 370.2% | $54.97万 | 加仓 |
| PEP | PEPSICO INC | $61.08万 | 0.25% | 3,933 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $60.31万 | 0.25% | 12,013 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $49.06万 | 0.20% | 5,140 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $48.75万 | 0.20% | 3,250 | 1,750 | 116.7% | $26.25万 | 加仓 |
| LLY | ELI LILLY & CO | $48.47万 | 0.20% | 527 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $44.57万 | 0.18% | 28,463 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.52万 | 0.16% | 882 | -1 | -0.1% | -$437 | 减仓 |
| XOP | SPDR SERIES TRUST | $38.18万 | 0.16% | 2,100 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.02万 | 0.15% | 1,929 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $31.14万 | 0.13% | 529 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $25.26万 | 0.10% | 3,700 | -255 | -6.4% | -$1.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $24.66万 | 0.10% | 354 | -63 | -15.1% | -$4.39万 | 减仓 |
| SOXX | ISHARES TR | $23.86万 | 0.10% | 726 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $23.76万 | 0.10% | 6,094 | 6,094 | — | $23.76万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $23.57万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$56.85万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$52.50万 | 清仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -941 | -100.0% | -$20.68万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -1,677 | -100.0% | -$16.10万 | 清仓 |
| CPLS | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -4,313 | -100.0% | -$15.33万 | 清仓 |
| — | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -3,502 | -100.0% | -$15.13万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -335 | -100.0% | -$15.07万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -1,168 | -100.0% | -$15.06万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -2,647 | -100.0% | -$14.56万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -5,866 | -100.0% | -$13.67万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -1,380 | -100.0% | -$13.29万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -400 | -100.0% | -$12.55万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -542 | -100.0% | -$9.94万 | 清仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $0 | 0.00% | 0 | -7,000 | -100.0% | -$9.14万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -571 | -100.0% | -$8.64万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -346 | -100.0% | -$8.52万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -668 | -100.0% | -$7.54万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -406 | -100.0% | -$7.22万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -975 | -100.0% | -$7.17万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -489 | -100.0% | -$7.01万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -190 | -100.0% | -$6.58万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,506 | -100.0% | -$6.43万 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $0 | 0.00% | 0 | -1,222 | -100.0% | -$6.40万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -166 | -100.0% | -$6.20万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -249 | -100.0% | -$5.76万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -1,078 | -100.0% | -$5.68万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$5.16万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -1,020 | -100.0% | -$5.06万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -291 | -100.0% | -$5.05万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -98 | -100.0% | -$4.93万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -150 | -100.0% | -$4.83万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -564 | -100.0% | -$4.58万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -78 | -100.0% | -$4.45万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4.39万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -200 | -100.0% | -$4.39万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -195 | -100.0% | -$3.80万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -343 | -100.0% | -$3.27万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -496 | -100.0% | -$2.91万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -596 | -100.0% | -$2.85万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -75 | -100.0% | -$2.63万 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -688 | -100.0% | -$2.58万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -124 | -100.0% | -$2.57万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,027 | -100.0% | -$2.55万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -255 | -100.0% | -$2.55万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2.46万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -960 | -100.0% | -$2.45万 | 清仓 |