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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 23
增持 51
减持 72
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$49.2M
1,484,409
-2%
减持
—
MEDTRONIC PLC SHS
-$32.8M
116,413
-67%
增持
HON
HONEYWELL INTL INC COM
+$30.7M
277,307
+117%
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。
减持
MSFT
MICROSOFT CORP COM
+$30.6M
629,554
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$29.2M
20,433
-81%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$28.8M
475,171
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$26.8M
284,825
-0%
增持
FISV
FISERV INC COM
+$23.9M
472,787
+104%
减持
TRV
TRAVELERS COMPANIES INC COM
-$22.8M
8,878
-94%
增持
HD
HOME DEPOT INC COM
+$20.7M
214,313
+3%
减持
SHW
SHERWIN WILLIAMS CO COM
+$13.2M
197,029
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$10.5M
83,096
+2%
增持
TJX
TJX COS INC NEW COM
+$10.0M
809,986
+4%
增持
BAC
BK OF AMERICA CORP COM
+$9.8M
1,713,812
+10%
建仓
—
FOCUS FINL PARTNERS INC COM CL A
+$9.6M
161,091
减持
ZTS
ZOETIS INC CL A
+$9.5M
201,418
-1%
减持
BX
BLACKSTONE INC COM
+$9.2M
731,634
-0%
增持
CVS
CVS HEALTH CORP COM
+$8.3M
400,154
+3%
减持
CCI
CROWN CASTLE INTL CORP NEW COM
+$7.4M
217,875
-1%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$6.6M
217,631
+5%
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$6.3M
383,207
+11%
增持
SPGI
S&P GLOBAL INC COM
+$6.2M
106,660
+3%
增持
STT
STATE STR CORP COM
+$5.7M
678,508
+0%
减持
CSCO
CISCO SYS INC COM
+$5.3M
828,667
-4%
减持
V
VISA INC COM CL A
-$5.2M
381,025
-3%
减持
APH
AMPHENOL CORP NEW CL A
+$5.0M
351,739
-0%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$5.0M
1,364,553
+4%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$5.0M
392,628
-4%
减持
SCHW
SCHWAB CHARLES CORP COM
+$4.9M
465,526
-1%
减持
STZ
CONSTELLATION BRANDS INC CL A
+$4.5M
152,002
-5%
增持
DHR
DANAHER CORPORATION COM
+$4.4M
165,586
+1%
减持
PYPL
PAYPAL HLDGS INC COM
-$4.4M
59,459
-1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$4.0M
186,425
-1%
增持
DIS
DISNEY WALT CO COM
-$3.6M
284,771
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.6M
216,858
-3%
减持
PG
PROCTER AND GAMBLE CO COM
+$3.6M
163,374
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$3.4M
25,851
-3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$3.3M
23,273
-3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.2M
1,287,476
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.2M
36,888
+10%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$3.2M
175,160
+4%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$3.1M
431,637
-0%
减持
SPY
SPDR S&P 500 ETF
+$2.9M
89,475
-3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$2.8M
29,380
-63%
减持
XYL
XYLEM INC COM
-$2.8M
339,348
-3%
减持
—
SYNEOS HEALTH INC CL A
+$2.8M
257,243
-5%
增持
ABT
ABBOTT LABS COM
+$2.8M
117,385
+1%
减持
TTD
THE TRADE DESK INC COM CL A
-$2.7M
214,915
-33%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.4M
837,012
+2%
减持
IBB
ISHARES BIOTECHNOLOGY FUND
-$2.4M
125,821
-6%
增持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$2.3M
474,209
+13%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.2M
206,448
+2%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.2M
410,355
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.0M
41
+3%
增持
CRM
SALESFORCE COM INC COM
-$2.0M
169,008
+2%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$2.0M
454,004
-4%
减持
—
BLACK KNIGHT INC COM
+$2.0M
376,495
-7%
减持
—
SPDR S&P 600 SMALL CAP ETF
+$1.8M
499,320
-1%
减持
RMD
RESMED INC COM
-$1.7M
170,441
-3%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.5M
243,026
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$1.4M
99,857
-1%
减持
CVX
CHEVRON CORP NEW COM
+$1.4M
97,164
-2%
建仓
—
XILINX INC COM
+$1.3M
6,205
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$1.3M
49,382
+5%
减持
SEIC
SEI INVTS CO COM
-$1.3M
223,353
-11%
减持
BKNG
BOOKING HOLDINGS INC COM
-$1.3M
14,892
-4%
减持
LLY
LILLY ELI & CO COM
+$1.2M
30,740
-2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.2M
2,641
+438%
减持
URI
UNITED RENTALS INC COM
-$1.2M
45,963
-2%
增持
—
LAM RESEARCH CORP COM
+$1.2M
1,968
+435%
减持
VOO
VANGUARD S&P 500 ETF
+$1.2M
29,132
-0%
增持
UNP
UNION PAC CORP COM
+$1.2M
6,414
+197%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.2M
70,019
-24%
增持
KO
COCA COLA CO COM
+$1.2M
163,138
+1%
减持
TSLA
TESLA INC COM
+$1.1M
4,071
-1%
增持
AME
AMETEK INC COM
+$1.1M
9,165
+282%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$1.0M
161,966
-11%
建仓
WDAY
WORKDAY INC CL A
+$1.0M
3,662
增持
ABBV
ABBVIE INC COM
+$994.0K
16,845
+41%
减持
NKE
NIKE INC CL B
+$989.0K
47,504
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$959.0K
6,663
增持
—
EXXON MOBIL CORP COM
+$959.0K
80,324
+19%
减持
JPIN
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
-$953.0K
81,940
-15%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$938.0K
296,054
-5%
减持
META
META PLATFORMS INC CL A
-$919.0K
121,002
-1%
建仓
CSX
CSX CORP COM
+$916.0K
24,363
建仓
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
+$678.0K
11,225
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$672.0K
176,118
-7%
减持
MCD
MCDONALDS CORP COM
+$663.0K
27,307
-1%
减持
QQQ
INVESCO QQQ TRUST
+$652.0K
30,708
-5%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$616.0K
12,273
+7%
增持
MA
MASTERCARD INCORPORATED CL A
+$604.0K
28,003
+3%
增持
F
FORD MTR CO DEL COM
+$574.0K
36,813
+173%
清仓
—
PROSHARES ULTRASHORT S&P 500
-$567.0K
0
-100%
减持
SYK
STRYKER CORPORATION COM
-$564.0K
168,723
-3%
减持
SHOP
SHOPIFY INC CL A
-$561.0K
6,301
-8%
增持
—
PIONEER NAT RES CO COM
+$558.0K
31,971
+1%
减持
FTV
FORTIVE CORP COM
+$549.0K
458,587
-6%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$531.0K
22,481
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$527.0K
3,375
+12%
建仓
TY
TRI CONTL CORP COM
+$525.0K
15,827
增持
PFE
PFIZER INC COM
+$524.0K
32,309
+0%
减持
T
AT&T INC COM
-$510.0K
38,278
-29%
减持
NVDA
NVIDIA CORPORATION COM
+$508.0K
6,982
-6%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$495.0K
8,762
-44%
减持
PEP
PEPSICO INC COM
+$491.0K
28,497
-4%
清仓
—
HILL-ROM HLDGS INC COM
-$480.0K
0
-100%
减持
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$474.0K
12,782
-49%
建仓
—
PROSHARES ULTRASHORT S&P 500
+$452.0K
64,000
建仓
FFIV
F5 INC COM
+$450.0K
1,839
增持
NOW
SERVICENOW INC COM
+$443.0K
11,373
+2%
减持
DOCU
DOCUSIGN INC COM
-$433.0K
1,692
-37%
增持
IJH
ISHARES S&P MIDCAP FUND
+$383.0K
11,244
+6%
减持
VO
VANGUARD MID-CAP INDEX FUND
+$373.0K
26,967
-2%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$369.0K
1,464
减持
CBRE
CBRE GROUP INC CL A
+$369.0K
45,970
-3%
增持
NSC
NORFOLK SOUTHN CORP COM
+$362.0K
4,449
+11%
减持
LULU
LULULEMON ATHLETICA INC COM
-$354.0K
14,518
-3%
建仓
PLD
PROLOGIS INC. COM
+$354.0K
2,103
增持
MDLZ
MONDELEZ INTL INC CL A
+$354.0K
19,302
+21%
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$340.0K
6,520
建仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$336.0K
12,411
减持
COF
CAPITAL ONE FINL CORP COM
-$333.0K
13,258
-5%
减持
EDIT
EDITAS MEDICINE INC COM
-$328.0K
19,310
-6%
减持
AMZN
AMAZON COM INC COM
+$327.0K
22,867
-1%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$319.0K
1,560
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$318.0K
134,285
-1%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$314.0K
4,497
+17%
增持
LOW
LOWES COS INC COM
+$312.0K
5,345
+1%
建仓
DJT
DIGITAL WORLD ACQUISITION CORP CLASS A COM
+$309.0K
6,000
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$306.0K
28,912
+2%
增持
MS
MORGAN STANLEY COM NEW
+$305.0K
131,746
+2%
减持
ILCB
ISHARES MORNINGSTAR US EQUITY ETF
+$303.0K
57,860
-1%
增持
CAT
CATERPILLAR INC COM
+$295.0K
19,732
+0%
建仓
DDOG
DATADOG INC CL A COM
+$294.0K
1,650
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$293.0K
18,982
-15%
清仓
—
BROOKFIELD RENEWABLE CORP CL A SUB VTG
-$292.0K
0
-100%
增持
WMB
WILLIAMS COS INC COM
+$292.0K
505,705
+2%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$288.0K
76,642
+7%
增持
ADI
ANALOG DEVICES INC COM
+$287.0K
30,577
+1%
建仓
—
II-VI INC COM
+$284.0K
4,150
建仓
EW
EDWARDS LIFESCIENCES CORP COM
+$279.0K
2,154
增持
NOC
NORTHROP GRUMMAN CORP COM
+$275.0K
1,463
+81%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$273.0K
3,380
增持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
+$273.0K
2,392
+17%
减持
PENN
PENN NATL GAMING INC COM
-$254.0K
7,469
-16%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$251.0K
2,083
建仓
QCOM
QUALCOMM INC COM
+$250.0K
1,366
清仓
ZS
ZSCALER INC COM
-$249.0K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC COM
+$246.0K
2,880
