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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 52
减持 78
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
CSCO
CISCO SYS INC COM
-$49.1M
61,650
-93%
减持
HD
HOME DEPOT INC COM
-$25.1M
213,324
-0%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$23.9M
184,817
-52%
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
MUB
ISHARES NATIONAL MUNI BOND ETF
-$21.8M
689,308
-18%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$19.6M
292,052
+3%
增持
SHW
SHERWIN WILLIAMS CO COM
-$19.4M
200,397
+2%
增持
MSFT
MICROSOFT CORP COM
-$17.1M
631,299
+0%
建仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$16.9M
104,204
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$14.5M
305,399
+1242%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$14.2M
235,979
+142%
减持
META
META PLATFORMS INC CL A
-$14.2M
119,376
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$13.3M
221,311
+2%
建仓
GNRC
GENERAC HLDGS INC COM
+$13.1M
44,038
减持
CVS
CVS HEALTH CORP COM
-$12.4M
285,370
-29%
增持
FISV
FISERV INC COM
+$11.6M
598,671
+27%
减持
—
MEDTRONIC PLC SHS
-$11.5M
4,486
-96%
增持
TJX
TJX COS INC NEW COM
-$11.3M
828,929
+2%
增持
ZTS
ZOETIS INC CL A
-$10.4M
205,662
+2%
减持
AAPL
APPLE INC COM
-$9.2M
1,457,055
-2%
增持
—
BLACK KNIGHT INC COM
-$8.5M
392,198
+4%
减持
DHR
DANAHER CORPORATION COM
-$6.9M
162,133
-2%
增持
FTV
FORTIVE CORP COM
-$6.8M
462,186
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$6.2M
1,292,860
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$6.2M
110,719
+11%
增持
HON
HONEYWELL INTL INC COM
+$6.1M
328,707
+19%
减持
JPM
JPMORGAN CHASE & CO COM
-$6.1M
237,679
-2%
增持
SCHW
SCHWAB CHARLES CORP COM
+$5.9M
534,694
+15%
增持
—
SYNEOS HEALTH INC CL A
+$5.9M
399,448
+55%
减持
AMZN
AMAZON COM INC COM
-$5.8M
21,606
-6%
增持
XYL
XYLEM INC COM
-$5.8M
409,355
+21%
减持
LMT
LOCKHEED MARTIN CORP COM
-$5.3M
4,506
-78%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
-$4.9M
219,961
+1%
减持
TTD
THE TRADE DESK INC COM CL A
-$4.9M
214,101
-0%
增持
CVX
CHEVRON CORP NEW COM
+$4.8M
99,276
+2%
减持
PYPL
PAYPAL HLDGS INC COM
-$4.7M
55,985
-6%
减持
SHOP
SHOPIFY INC CL A
-$4.5M
6,118
-3%
减持
APH
AMPHENOL CORP NEW CL A
-$4.4M
350,125
-0%
增持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$4.3M
466,412
+3%
增持
DIS
DISNEY WALT CO COM
-$4.1M
291,661
+2%
减持
SPY
SPDR S&P 500 ETF
-$3.8M
85,624
-4%
减持
WMB
WILLIAMS COS INC COM
+$3.7M
504,746
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
-$3.7M
30,681
-17%
减持
—
SPDR S&P 600 SMALL CAP ETF
-$3.5M
493,249
-1%
增持
STT
STATE STR CORP COM
-$3.4M
685,554
+1%
减持
IBB
ISHARES BIOTECHNOLOGY FUND
-$3.3M
122,033
-3%
增持
BAC
BK OF AMERICA CORP COM
-$3.1M
1,774,285
+4%
增持
BKNG
BOOKING HOLDINGS INC COM
+$3.0M
16,479
+11%
减持
GOOG
ALPHABET INC CAP STK CL C
-$2.9M
23,076
-1%
减持
ABT
ABBOTT LABS COM
-$2.7M
116,486
-1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$2.7M
193,435
+44%
减持
QQQ
INVESCO QQQ TRUST
-$2.7M
26,329
-14%
增持
STZ
CONSTELLATION BRANDS INC CL A
-$2.5M
154,883
+2%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.4M
409,477
-0%
增持
V
VISA INC COM CL A
+$2.4M
383,011
+1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$2.4M
37,734
-24%
增持
RMD
RESMED INC COM
-$2.3M
173,606
+2%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$2.2M
1,397,321
+2%
增持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$2.2M
529,525
+12%
减持
PG
PROCTER AND GAMBLE CO COM
-$2.1M
160,923
-2%
减持
JPIN
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
-$2.0M
49,982
-39%
减持
SBUX
STARBUCKS CORP COM
-$1.9M
64,349
-2%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.7M
428,585
-1%
减持
NKE
NIKE INC CL B
-$1.6M
46,709
-2%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$1.6M
395,969
+1%
减持
MS
MORGAN STANLEY COM NEW
-$1.5M
130,413
-1%
减持
PM
PHILIP MORRIS INTL INC COM
-$1.5M
13,610
-53%
减持
—
PIONEER NAT RES CO COM
+$1.3M
28,565
-11%
清仓
—
XILINX INC COM
-$1.3M
0
-100%
减持
NOW
SERVICENOW INC COM
-$1.2M
11,172
-2%
减持
COST
COSTCO WHSL CORP NEW COM
-$1.1M
79,959
-4%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.1M
21,981
-2%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$1.0M
287,002
-3%
增持
EFA
ISHARES MSCI EAFE ETF
-$969.0K
481,472
+4%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$942.0K
209,468
+1%
增持
SYK
STRYKER CORPORATION COM
+$930.0K
172,244
+2%
减持
CBRE
CBRE GROUP INC CL A
-$930.0K
44,344
-4%
减持
TRV
TRAVELERS COMPANIES INC COM
-$899.0K
2,684
-70%
建仓
SSO
PROSHARES ULTRA S&P 500
+$873.0K
13,300
建仓
PAYC
PAYCOM SOFTWARE INC COM
+$843.0K
2,433
增持
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
+$802.0K
71,000
+84%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$792.0K
481,573
+1%
减持
MRK
MERCK & CO INC COM
+$790.0K
204,738
-2%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$675.0K
15,706
-39%
减持
URI
UNITED RENTALS INC COM
+$649.0K
44,823
-2%
减持
VOO
VANGUARD S&P 500 ETF
-$646.0K
29,076
-0%
减持
MCD
MCDONALDS CORP COM
-$640.0K
27,013
-1%
减持
MDLZ
MONDELEZ INTL INC CL A
-$638.0K
10,231
-47%
增持
MRSH
MARSH & MCLENNAN COS INC COM
-$633.0K
186,429
+0%
增持
AVGO
BROADCOM INC COM
+$611.0K
1,700
+146%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$598.0K
12,015
-37%
减持
—
LAM RESEARCH CORP COM
-$592.0K
1,530
-22%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$592.0K
62,245
-11%
减持
MA
MASTERCARD INCORPORATED CL A
-$570.0K
26,559
-5%
减持
MO
ALTRIA GROUP INC COM
-$561.0K
15,903
-46%
增持
SPGI
S&P GLOBAL INC COM
+$558.0K
124,073
+16%
减持
INTU
INTUIT COM
-$548.0K
1,506
-24%
减持
LULU
LULULEMON ATHLETICA INC COM
-$545.0K
14,068
-3%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$532.0K
28,242
-2%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$532.0K
182,572
+4%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$526.0K
15,759
-10%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$512.0K
26,733
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$491.0K
13,265
+99%
增持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$474.0K
165,102
+2%
减持
PEP
PEPSICO INC COM
-$455.0K
26,856
-6%
减持
KMB
KIMBERLY-CLARK CORP COM
-$449.0K
10,829
-13%
清仓
OGN
ORGANON & CO COMMON STOCK
-$419.0K
0
-100%
增持
BX
BLACKSTONE INC COM
-$414.0K
742,492
+1%
减持
KO
COCA COLA CO COM
+$400.0K
162,235
-1%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$395.0K
0
-100%
增持
EOG
EOG RES INC COM
+$386.0K
11,549
+4%
清仓
MRNA
MODERNA INC COM
-$384.0K
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$359.0K
226,090
+4%
增持
CRM
SALESFORCE INC COM
-$343.0K
200,669
+19%
增持
PANW
PALO ALTO NETWORKS INC COM
+$342.0K
2,911
+10%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$338.0K
7,787
-11%
减持
ILCB
ISHARES MORNINGSTAR US EQUITY ETF
-$337.0K
55,773
-4%
清仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$336.0K
0
-100%
增持
LEN
LENNAR CORP CL A
-$331.0K
9,514
+0%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$328.0K
6,418
-1%
减持
ORCL
ORACLE CORP COM
-$324.0K
33,950
-6%
增持
ADI
ANALOG DEVICES INC COM
-$313.0K
30,646
+0%
减持
GINN
GOLDMAN SACHS INNOVATE EQUITY ETF
-$306.0K
35,035
-3%
清仓
ERTH
INVESCO MSCI SUSTAINABLE FUTURE ETF
-$304.0K
0
-100%
减持
TY
TRI CONTL CORP COM
-$302.0K
7,227
-54%
减持
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
-$291.0K
6,841
-39%
减持
INTC
INTEL CORP COM
-$284.0K
34,713
-11%
清仓
—
II-VI INC COM
-$284.0K
0
-100%
减持
ABBV
ABBVIE INC COM
+$278.0K
15,785
-6%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$278.0K
12,507
+2%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$273.0K
0
-100%
减持
COF
CAPITAL ONE FINL CORP COM
-$272.0K
12,585
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$271.0K
3,354
-1%
减持
NVDA
NVIDIA CORPORATION COM
-$269.0K
6,538
-6%
减持
—
EXXON MOBIL CORP COM
+$258.0K
62,635
-22%
清仓
DOCU
DOCUSIGN INC COM
-$258.0K
0
-100%
减持
IJH
ISHARES S&P MIDCAP FUND
-$253.0K
10,919
-3%
增持
LOW
LOWES COS INC COM
-$251.0K
5,593
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$247.0K
19,859
-6%
清仓
OKTA
OKTA INC CL A
-$245.0K
0
-100%
清仓
—
DRAFTKINGS INC COM CL A
-$243.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC COM
-$239.0K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$238.0K
19,375
-2%
建仓
ZS
ZSCALER INC COM
+$237.0K
982
减持
NFLX
NETFLIX INC COM
-$233.0K
1,002
-1%
清仓
EL
LAUDER ESTEE COS INC CL A
-$230.0K
0
-100%
减持
HXL
HEXCEL CORP NEW COM
+$227.0K
30,000
-0%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$226.0K
178,215
+1%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$226.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$225.0K
4,225
-6%
清仓
ALGN
ALIGN TECHNOLOGY INC COM
-$219.0K
0
-100%
