Cresta Advisors, Ltd.
LAREDO TX · SEC CIK 0001947670
$2.79亿2026Q2 申报市值
54持仓数
69.1%前十大占比 · 第一大 15.2%
1 / 1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
SPY 加仓+$259.80万
VTI 加仓+$145.54万
SPHQ 加仓+$140.36万
XNEAX 加仓+$82.18万
DGRW 加仓+$81.85万
2026Q2 卖出最多 按季末市值估算
LQD 减仓-$283.21万
AMZN 减仓-$92.21万
VTV 减仓-$44.76万
SCHD 减仓-$36.56万
MGV 减仓-$28.00万
2026Q2 持仓明细 点表头排序
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 | $4,236.12万 | 15.21% | 56,726 | 3,479 | 6.5% | $259.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,766.96万 | 9.93% | 74,775 | 3,933 | 5.6% | $145.54万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,394.96万 | 8.60% | 250,466 | 8,560 | 3.5% | $81.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,296.37万 | 8.24% | 105,372 | -2,054 | -1.9% | -$44.76万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,179.93万 | 7.82% | 241,946 | 15,578 | 6.9% | $140.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,434.51万 | 5.15% | 19,480 | 608 | 3.2% | $44.77万 | 加仓 |
| LQD | ISHARES TR | $1,069.12万 | 3.84% | 98,021 | -25,966 | -20.9% | -$283.21万 | 减仓 |
| IWF | ISHARES TR | $1,062.66万 | 3.81% | 85,581 | -59 | -0.1% | -$7,326 | 减仓 |
| AAPL | APPLE INC | $975.30万 | 3.50% | 33,706 | -251 | -0.7% | -$7.26万 | 减仓 |
| PMBS | PIMCO ETF TR | $848.33万 | 3.05% | 171,795 | 10,167 | 6.3% | $50.20万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $690.75万 | 2.48% | 36,256 | 364 | 1.0% | $6.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $608.37万 | 2.18% | 30,405 | 471 | 1.6% | $9.42万 | 加仓 |
| TLH | ISHARES TR | $553.01万 | 1.99% | 55,108 | 3,504 | 6.8% | $35.16万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $534.93万 | 1.92% | 455,647 | 70,000 | 18.2% | $82.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $501.73万 | 1.80% | 158,224 | -11,529 | -6.8% | -$36.56万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $432.05万 | 1.55% | 56,886 | -1,677 | -2.9% | -$12.74万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $396.83万 | 1.42% | 78,767 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $374.27万 | 1.34% | 10,473 | 141 | 1.4% | $5.04万 | 加仓 |
| MGV | VANGUARD WORLD FD | $366.75万 | 1.32% | 22,438 | -1,713 | -7.1% | -$28.00万 | 减仓 |
| AMZN | AMAZON COM INC | $351.48万 | 1.26% | 14,747 | -3,869 | -20.8% | -$92.21万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $347.93万 | 1.25% | 21,929 | 2,046 | 10.3% | $32.46万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $334.07万 | 1.20% | 335,415 | 80,000 | 31.3% | $79.68万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $319.91万 | 1.15% | 52,247 | 2,655 | 5.4% | $16.26万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $278.70万 | 1.00% | 120,233 | -7,564 | -5.9% | -$17.53万 | 减仓 |
| META | META PLATFORMS INC | $267.45万 | 0.96% | 4,748 | 4 | 0.1% | $2,253 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $181.01万 | 0.65% | 9,772 | 154 | 1.6% | $2.85万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $178.34万 | 0.64% | 48,514 | 7,087 | 17.1% | $26.05万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $166.73万 | 0.60% | 180,840 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $154.64万 | 0.56% | 2,252 | -257 | -10.2% | -$17.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $152.15万 | 0.55% | 4,079 | -46 | -1.1% | -$1.72万 | 减仓 |
| ILTB | ISHARES TR | $111.16万 | 0.40% | 22,570 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $107.04万 | 0.38% | 39,053 | -3,317 | -7.8% | -$9.09万 | 减仓 |
| GLD | SPDR GOLD TR | $98.21万 | 0.35% | 2,666 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $95.80万 | 0.34% | 11,085 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $88.19万 | 0.32% | 6,554 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.27% | 1 | 1 | — | $74.89万 | 新建仓 |
| GE | GE AEROSPACE | $74.75万 | 0.27% | 2,000 | -500 | -20.0% | -$18.69万 | 减仓 |
| ENB | ENBRIDGE INC | $70.05万 | 0.25% | 12,920 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $63.21万 | 0.23% | 527 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $63.04万 | 0.23% | 1,237 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $53.25万 | 0.19% | 3,933 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $50.86万 | 0.18% | 12,013 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $48.61万 | 0.17% | 5,140 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $46.52万 | 0.17% | 726 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.59万 | 0.16% | 5,292 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $45.20万 | 0.16% | 3,250 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $44.91万 | 0.16% | 28,463 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.72万 | 0.13% | 1,726 | -203 | -10.5% | -$4.32万 | 减仓 |
| VGT | VANGUARD WORLD FD | $33.78万 | 0.12% | 2,827 | -5 | -0.2% | -$597 | 减仓 |
| XOP | SPDR SERIES TRUST | $32.39万 | 0.12% | 2,100 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $30.51万 | 0.11% | 529 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $30.00万 | 0.11% | 27,000 | 0 | 0.0% | — | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $29.99万 | 0.11% | 3,700 | 0 | 0.0% | — | 不变 |
| BIBL | NORTHERN LTS FD TR IV | $28.94万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -6,094 | -100.0% | -$23.76万 | 清仓 |