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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 3
增持 64
减持 70
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$52.0M
643,272
-50%
增持
AAPL
APPLE INC COM
-$46.1M
1,523,946
+5%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$39.5M
338,922
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。
-51%
增持
MSFT
MICROSOFT CORP COM
-$28.2M
648,187
+3%
减持
SPGI
S&P GLOBAL INC COM
-$25.6M
74,974
-40%
增持
BX
BLACKSTONE INC COM
-$25.3M
756,291
+2%
增持
AMZN
AMAZON COM INC COM
-$24.4M
428,621
+1884%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$24.3M
236,289
+5043%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$19.6M
267,071
+2123%
减持
STT
STATE STR CORP COM
-$17.5M
685,550
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$16.5M
225,628
+2%
减持
SHW
SHERWIN WILLIAMS CO COM
-$15.5M
154,330
-23%
增持
BAC
BK OF AMERICA CORP COM
-$15.3M
1,856,722
+5%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$14.5M
302,572
+4%
减持
DIS
DISNEY WALT CO COM
-$14.0M
275,313
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$13.3M
28,280
+5%
增持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$13.2M
208,745
+100%
增持
GOOG
ALPHABET INC CAP STK CL C
-$13.0M
23,505
+2%
减持
EFA
ISHARES MSCI EAFE ETF
-$13.0M
359,777
-25%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$12.2M
330,531
-31%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$11.5M
135,226
-43%
减持
IBB
ISHARES BIOTECHNOLOGY FUND
-$11.3M
39,309
-68%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$10.9M
308,886
-42%
增持
SYK
STRYKER CORPORATION COM
-$10.9M
176,839
+3%
增持
SCHW
SCHWAB CHARLES CORP COM
-$9.7M
560,311
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$8.9M
459,173
+12%
增持
BKNG
BOOKING HOLDINGS INC COM
-$8.9M
17,050
+3%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$8.6M
1,394,060
-0%
减持
COST
COSTCO WHSL CORP NEW COM
-$8.4M
78,600
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$8.1M
115,592
+4%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$7.8M
129,335
-55%
减持
SPY
SPDR S&P 500 ETF
-$7.7M
82,167
-4%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$7.6M
239,411
+6%
减持
META
META PLATFORMS INC CL A
-$7.6M
117,761
-1%
增持
V
VISA INC COM CL A
-$7.4M
393,986
+3%
增持
CRM
SALESFORCE INC COM
-$6.9M
216,227
+8%
增持
DHR
DANAHER CORPORATION COM
-$6.4M
162,226
+0%
减持
CVS
CVS HEALTH CORP COM
-$6.4M
242,593
-15%
增持
—
SPDR S&P 600 SMALL CAP ETF
-$6.1M
500,787
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$5.6M
238,027
+0%
增持
FISV
FISERV INC COM
-$5.5M
620,249
+4%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$5.3M
40
-2%
减持
URI
UNITED RENTALS INC COM
-$5.1M
44,367
-1%
增持
HON
HONEYWELL INTL INC COM
-$5.0M
339,006
+3%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$5.0M
414,725
+5%
增持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$4.4M
466,613
+0%
增持
RMD
RESMED INC COM
-$4.4M
179,832
+4%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$4.4M
403,178
+32%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$4.1M
92,555
-48%
增持
HD
HOME DEPOT INC COM
+$3.8M
246,772
+16%
增持
APH
AMPHENOL CORP NEW CL A
-$3.4M
356,210
+2%
增持
—
BLACK KNIGHT INC COM
+$3.1M
395,216
+1%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$3.1M
429,721
+0%
增持
—
SYNEOS HEALTH INC CL A
-$3.1M
408,503
+2%
减持
PYPL
PAYPAL HLDGS INC COM
-$2.9M
51,680
-8%
增持
FTV
FORTIVE CORP COM
-$2.9M
465,464
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$2.7M
187,148
+3%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$2.7M
257,170
+17%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$2.7M
186,888
+1%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$2.6M
114,903
-30%
增持
TJX
TJX COS INC NEW COM
-$2.6M
853,022
+3%
增持
MRSH
MARSH & MCLENNAN COS INC COM
-$2.6M
188,165
+1%
增持
—
PROSHARES ULTRASHORT S&P 500
+$2.4M
57,500
+349%
减持
QQQ
INVESCO QQQ TRUST
-$2.3M
25,781
-2%
增持
SHOP
SHOPIFY INC CL A
-$2.3M
58,310
+853%
增持
GNRC
GENERAC HLDGS INC COM
-$2.3M
51,253
+16%
增持
ZTS
ZOETIS INC CL A
+$2.3M
238,826
+16%
减持
—
FOCUS FINL PARTNERS INC COM CL A
-$2.1M
153,248
-5%
减持
VOO
VANGUARD S&P 500 ETF
-$2.1M
28,843
-1%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$2.1M
161,910
+5%
增持
MRK
MERCK & CO INC COM
+$2.0M
205,904
+1%
减持
CVX
CHEVRON CORP NEW COM
-$1.8M
99,049
-0%
减持
NKE
NIKE INC CL B
-$1.7M
44,935
-4%
增持
TTD
THE TRADE DESK INC COM CL A
-$1.7M
313,551
+46%
减持
TSLA
TESLA INC COM
-$1.7M
4,122
-0%
减持
LULU
LULULEMON ATHLETICA INC COM
-$1.5M
13,266
-6%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.5M
160,511
-0%
减持
MS
MORGAN STANLEY COM NEW
-$1.5M
130,227
-0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.4M
190,060
-2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.3M
37,780
-39%
减持
WMB
WILLIAMS COS INC COM
-$1.2M
502,411
-0%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.2M
26,421
-1%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.2M
238,635
+14%
减持
TXN
TEXAS INSTRS INC COM
-$1.1M
37,279
-0%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$1.1M
27,775
-2%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$1.1M
45,948
+42%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.1M
33,818
+10%
减持
—
PIONEER NAT RES CO COM
-$1.1M
27,126
-5%
减持
LLY
LILLY ELI & CO COM
+$1.1M
29,236
-0%
减持
JPIN
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
-$1.1M
36,269
-27%
增持
VO
VANGUARD MID-CAP INDEX FUND
-$1.0M
27,039
+1%
减持
SBUX
STARBUCKS CORP COM
-$959.0K
64,075
-0%
减持
CSCO
CISCO SYS INC COM
-$942.0K
58,534
-5%
减持
KMB
KIMBERLY-CLARK CORP COM
-$880.0K
3,356
-69%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$879.0K
7,473
-44%
清仓
SSO
PROSHARES ULTRA S&P 500
-$873.0K
0
-100%
增持
NOW
SERVICENOW INC COM
-$861.0K
11,274
+1%
增持
CAT
CATERPILLAR INC COM
-$847.0K
19,409
+0%
增持
ABT
ABBOTT LABS COM
-$822.0K
119,327
+2%
减持
NVDA
NVIDIA CORPORATION COM
-$807.0K
6,442
-1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$805.0K
12,193
-3%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$800.0K
13,581
-14%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$791.0K
29,352
-33%
增持
XYL
XYLEM INC COM
-$753.0K
436,828
+7%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$751.0K
37,419
-1%
减持
EMR
EMERSON ELEC CO COM
-$745.0K
38,572
-1%
减持
GINN
GOLDMAN SACHS INNOVATE EQUITY ETF
-$688.0K
28,617
-18%
减持
ILCB
ISHARES MORNINGSTAR US EQUITY ETF
-$657.0K
54,818
-2%
减持
GLD
SPDR GOLD SHARES
-$628.0K
7,106
-30%
减持
WFC
WELLS FARGO CO NEW COM
-$616.0K
62,091
-1%
减持
ADI
ANALOG DEVICES INC COM
-$586.0K
30,637
-0%
清仓
—
PEOPLES UNITED FINANCIAL INC COM
-$569.0K
0
-100%
减持
IJH
ISHARES S&P MIDCAP FUND
-$542.0K
10,556
-3%
建仓
MTB
M & T BK CORP COM
+$535.0K
3,356
减持
INTC
INTEL CORP COM
-$510.0K
32,354
-7%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$475.0K
79,177
+1%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$439.0K
61,239
-0%
减持
UNP
UNION PAC CORP COM
-$438.0K
5,250
-8%
清仓
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK
-$426.0K
0
-100%
增持
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
+$420.0K
71,650
+1%
减持
XBI
SPDR S&P BIOTECH ETF
-$420.0K
2,847
-59%
增持
KO
COCA COLA CO COM
+$410.0K
166,407
+3%
清仓
NYF
ISHARES NEW YORK MUNI BOND ETF
-$409.0K
0
-100%
减持
ABBV
ABBVIE INC COM
-$388.0K
14,172
-10%
减持
COF
CAPITAL ONE FINL CORP COM
-$388.0K
12,128
-4%
清仓
DJT
DIGITAL WORLD ACQUISITION CORP CLASS A COM
-$387.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$380.0K
11,001
+72%
清仓
NFLX
NETFLIX INC COM
-$375.0K
0
-100%
清仓
ABNB
AIRBNB INC COM CL A
-$373.0K
0
-100%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$369.0K
36,491
+28%
增持
PANW
PALO ALTO NETWORKS INC COM
-$367.0K
2,926
+1%
增持
AXP
AMERICAN EXPRESS CO COM
-$361.0K
7,493
+0%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$350.0K
3,055
-46%
增持
CBRE
CBRE GROUP INC CL A
-$346.0K
50,428
+14%
清仓
PLD
PROLOGIS INC. COM
-$340.0K
0
-100%
清仓
XPO
XPO LOGISTICS INC COM
-$334.0K
0
-100%
减持
F
FORD MTR CO DEL COM
-$320.0K
27,190
-26%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$314.0K
1,057
清仓
PENN
PENN NATL GAMING INC COM
-$313.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$310.0K
6,323
-29%
减持
AME
AMETEK INC COM
-$303.0K
7,745
-11%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$301.0K
7,803
+0%
减持
—
LAM RESEARCH CORP COM
-$284.0K
1,265
-17%
建仓
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
+$283.0K
1,667
清仓
COIN
COINBASE GLOBAL INC COM CL A
-$267.0K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$262.0K
16,018
-0%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$259.0K
18,593
-0%
清仓
TGT
TARGET CORP COM
-$257.0K
0
-100%
清仓
IT
GARTNER INC COM
-$256.0K
0
-100%
减持
AVGO
BROADCOM INC COM
-$254.0K
1,680
-1%
