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Crestwood Advisors Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Crestwood Advisors Group LLC
报告期 2026-03-31 · CIK 0001426853
持仓数
766
前50大市值合计
$4.12B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 4
增持 61
减持 79
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
CRM
SALESFORCE COM INC COM
+$44.1M
165,774
+4723%
减持
CL
COLGATE PALMOLIVE CO COM
-$20.2M
7,315
-97%
减持
BX
BLACKSTONE INC COM
+$10.9M
734,747
-4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$8.6M
285,278
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$7.5M
26,724
+2%
增持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$6.1M
419,559
+47%
减持
CCI
CROWN CASTLE INTL CORP NEW COM
-$5.3M
219,700
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$4.8M
92,726
-47%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$4.4M
206,997
+9%
减持
COST
COSTCO WHSL CORP NEW COM
+$4.3M
81,619
-0%
增持
BKNG
BOOKING HOLDINGS INC COM
+$4.2M
15,579
+4%
增持
—
PIONEER NAT RES CO COM
+$4.1M
31,571
+343%
增持
BAC
BK OF AMERICA CORP COM
+$3.8M
1,564,720
+3%
减持
SEIC
SEI INVTS CO COM
-$3.7M
250,994
-16%
减持
LMT
LOCKHEED MARTIN CORP COM
-$3.6M
105,517
-0%
减持
MA
MASTERCARD INCORPORATED CL A
-$3.6M
27,204
-24%
减持
DHR
DANAHER CORPORATION COM
+$3.4M
164,372
-5%
增持
V
VISA INC COM CL A
-$3.4M
393,870
+1%
增持
XYL
XYLEM INC COM
+$3.4M
351,615
+5%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.4M
406,985
-1%
减持
MSFT
MICROSOFT CORP COM
+$3.3M
642,313
-2%
增持
RMD
RESMED INC COM
+$3.0M
174,962
+0%
增持
HD
HOME DEPOT INC COM
+$2.9M
207,973
+1%
增持
SPGI
S&P GLOBAL INC COM
+$2.9M
103,953
+3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.8M
1,250,553
+4%
增持
SCHW
SCHWAB CHARLES CORP COM
+$2.7M
470,619
+8%
减持
TTD
THE TRADE DESK INC COM CL A
-$2.6M
318,795
-1%
增持
STZ
CONSTELLATION BRANDS INC CL A
-$2.6M
159,791
+3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.5M
817,385
+4%
增持
AMZN
AMAZON COM INC COM
-$2.4M
23,111
+1%
增持
FTV
FORTIVE CORP COM
+$2.4M
487,970
+6%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$2.1M
33,668
+282%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.1M
24,041
-3%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$2.1M
187,582
+0%
减持
PYPL
PAYPAL HLDGS INC COM
-$2.1M
59,976
-1%
减持
JPM
JPMORGAN CHASE & CO COM
+$2.0M
244,174
-0%
减持
—
SPDR S&P 600 SMALL CAP ETF
-$1.9M
505,171
-1%
减持
CVX
CHEVRON CORP NEW COM
-$1.9M
98,943
-13%
减持
AAPL
APPLE INC COM
+$1.9M
1,514,858
-2%
增持
CSCO
CISCO SYS INC COM
+$1.8M
867,228
+1%
增持
APH
AMPHENOL CORP NEW CL A
+$1.7M
351,850
+0%
增持
SHW
SHERWIN WILLIAMS CO COM
+$1.6M
200,923
+0%
减持
QQQ
INVESCO QQQ TRUST
-$1.5M
32,309
-12%
减持
META
FACEBOOK INC CL A
-$1.5M
122,626
-1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$1.5M
1,314,255
+6%
减持
PM
PHILIP MORRIS INTL INC COM
-$1.4M
27,347
-33%
减持
ZTS
ZOETIS INC CL A
+$1.4M
204,240
-1%
减持
URI
UNITED RENTALS INC COM
+$1.4M
46,995
-1%
减持
STT
STATE STR CORP COM
+$1.3M
677,964
-1%
增持
—
BLACK KNIGHT INC COM
-$1.3M
406,336
+4%
增持
TJX
TJX COS INC NEW COM
+$1.3M
780,219
+5%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$1.3M
344,285
+0%
减持
MRK
MERCK & CO INC COM
-$1.3M
214,872
-4%
增持
—
SYNEOS HEALTH INC CL A
+$1.2M
269,971
+8%
减持
SPY
SPDR S&P 500 ETF
-$1.2M
92,185
-3%
增持
HON
HONEYWELL INTL INC COM
-$888.0K
127,766
+0%
增持
TRV
TRAVELERS COMPANIES INC COM
+$885.0K
158,790
+2%
增持
NOW
SERVICENOW INC COM
+$869.0K
11,151
+1%
增持
JNJ
JOHNSON & JOHNSON COM
-$811.0K
420,976
+1%
增持
CVS
CVS HEALTH CORP COM
+$768.0K
388,502
+1%
减持
PG
PROCTER AND GAMBLE CO COM
+$752.0K
165,735
-0%
增持
SHOP
SHOPIFY INC CL A
-$699.0K
6,815
+0%
减持
EFA
ISHARES MSCI EAFE ETF
-$675.0K
465,706
-1%
减持
SYK
STRYKER CORPORATION COM
+$662.0K
173,225
-0%
建仓
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
+$639.0K
34,800
减持
JPIN
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
-$622.0K
96,194
-6%
减持
EDIT
EDITAS MEDICINE INC COM
-$612.0K
20,480
-20%
减持
XBI
SPDR S&P BIOTECH ETF
-$581.0K
7,125
-35%
增持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$575.0K
475,134
+4%
建仓
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK
+$568.0K
7,240
减持
LULU
LULULEMON ATHLETICA INC COM
+$528.0K
14,916
-1%
减持
CBRE
CBRE GROUP INC CL A
+$514.0K
47,446
-1%
增持
—
MEDTRONIC PLC SHS
+$495.0K
357,478
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$480.0K
80,409
-7%
增持
TSLA
TESLA INC COM
+$470.0K
4,108
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$442.0K
224,432
+1%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$431.0K
310,704
-2%
增持
FISV
FISERV INC COM
+$430.0K
232,063
+0%
减持
IJH
ISHARES S&P MIDCAP FUND
-$415.0K
10,644
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$408.0K
34,865
-13%
减持
TDOC
TELADOC HEALTH INC COM
-$392.0K
3,105
-34%
增持
WMB
WILLIAMS COS INC COM
+$392.0K
496,430
+6%
增持
NKE
NIKE INC CL B
-$380.0K
47,706
+1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$374.0K
135,290
+4%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$353.0K
182,122
-3%
减持
KO
COCA COLA CO COM
-$313.0K
162,018
-1%
减持
PTON
PELOTON INTERACTIVE INC CL A COM
-$312.0K
2,735
-38%
减持
ORCL
ORACLE CORP COM
+$308.0K
35,044
-1%
增持
DIS
DISNEY WALT CO COM
-$306.0K
281,901
+3%
减持
MS
MORGAN STANLEY COM NEW
+$261.0K
129,763
-4%
减持
MCD
MCDONALDS CORP COM
+$257.0K
27,608
-0%
增持
MRNA
MODERNA INC COM
+$255.0K
1,454
+12%
清仓
TWLO
TWILIO INC CL A
-$244.0K
0
-100%
减持
ABT
ABBOTT LABS COM
+$235.0K
116,563
-0%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$235.0K
491
建仓
FTNT
FORTINET INC COM
+$233.0K
797
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$233.0K
28,482
-1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$228.0K
96,549
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$227.0K
3,020
+2%
减持
PEP
PEPSICO INC COM
-$227.0K
29,643
-6%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$224.0K
43,165
-1%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$222.0K
18,236
-8%
减持
III
INFORMATION SVCS GROUP INC COM
-$215.0K
863,390
-21%
清仓
TREE
LENDINGTREE INC NEW COM
-$212.0K
0
-100%
清仓
SNOW
SNOWFLAKE INC CL A
-$212.0K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$209.0K
168,236
+1%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC COM
-$208.0K
0
-100%
清仓
VFC
V F CORP COM
-$202.0K
0
-100%
减持
T
AT&T INC COM
-$201.0K
53,758
-6%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$191.0K
188,929
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$184.0K
21,046
-1%
增持
PFE
PFIZER INC COM
+$184.0K
32,187
+5%
增持
IBB
ISHARES BIOTECHNOLOGY FUND
-$180.0K
133,421
+0%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$160.0K
10,850
-12%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$155.0K
100,822
+1%
减持
AMGN
AMGEN INC COM
-$155.0K
3,824
-4%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$152.0K
24,950
-9%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$145.0K
22,778
-1%
减持
OGN
ORGANON & CO COMMON STOCK
-$142.0K
15,288
-28%
减持
SBUX
STARBUCKS CORP COM
-$135.0K
68,709
-0%
减持
VOO
VANGUARD S&P 500 ETF
-$126.0K
29,223
-1%
减持
INTC
INTEL CORP COM
-$116.0K
38,518
-0%
减持
NSC
NORFOLK SOUTHN CORP COM
-$112.0K
4,024
-1%
增持
—
EXXON MOBIL CORP COM
+$111.0K
67,251
+10%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$108.0K
4,123
-3%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$106.0K
11,437
-4%
减持
GINN
GOLDMAN SACHS INNOVATE EQUITY ETF
-$102.0K
38,033
-0%
减持
UNP
UNION PAC CORP COM
-$101.0K
2,159
-10%
增持
ABNB
AIRBNB INC COM CL A
+$99.0K
2,120
+26%
减持
INTU
INTUIT COM
+$99.0K
2,090
-0%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$89.0K
22,296
+5%
增持
IVV
ISHARES CORE S&P 500 ETF
+$87.0K
33,397
+0%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$81.0K
31,150
-4%
减持
MDLZ
MONDELEZ INTL INC CL A
-$76.0K
15,914
-1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$74.0K
46,815
-0%
增持
IT
GARTNER INC COM
+$71.0K
985
+5%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$70.0K
19,721
-2%
减持
—
ACTIVISION BLIZZARD INC COM
-$70.0K
2,619
-8%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$67.0K
201,841
+0%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$61.0K
4,704
-11%
增持
NVDA
NVIDIA CORPORATION COM
+$60.0K
7,460
+302%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$57.0K
27,350
-2%
减持
—
AGENUS INC COM NEW
-$56.0K
32,928
-21%
增持
CMCSA
COMCAST CORP NEW CL A
+$56.0K
11,532
+12%
减持
—
COMPUGEN LTD ORD
-$53.0K
19,970
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$52.0K
2,368
+5%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$49.0K
71,821
+5%
减持
BA
BOEING CO COM
-$48.0K
2,204
-1%
清仓
—
ZILLOW GROUP INC
-$47.0K
0
-100%
减持
LLY
LILLY ELI & CO COM
+$44.0K
31,350
-0%
