小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 53
减持 75
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
AMAT
APPLIED MATLS INC COM
+$23.5M
286,747
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$20.8M
245,848
-19%
减持
—
SYNEOS HEALTH INC CL A
-$18.4M
230,239
-44%
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
MSFT
MICROSOFT CORP COM
-$14.2M
653,746
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$11.3M
112,600
-3%
减持
SEIC
SEI INVTS CO COM
-$8.6M
70,000
-69%
增持
FISV
FISERV INC COM
+$7.8M
673,419
+9%
增持
V
VISA INC COM CL A
-$7.3M
395,526
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$6.3M
469,629
+1898%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$6.0M
581,526
+1956%
减持
BX
BLACKSTONE INC COM
-$5.8M
755,436
-0%
增持
CCI
CROWN CASTLE INC COM
-$5.4M
261,915
+2%
减持
CRM
SALESFORCE INC COM
-$5.4M
210,570
-3%
减持
EFA
ISHARES MSCI EAFE ETF
-$5.0M
311,824
-13%
增持
XYL
XYLEM INC COM
+$4.9M
447,308
+2%
增持
GNRC
GENERAC HLDGS INC COM
+$4.9M
88,105
+72%
增持
JNJ
JOHNSON & JOHNSON COM
-$4.8M
469,368
+2%
增持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$4.7M
227,496
+98%
减持
TJX
TJX COS INC NEW COM
+$4.6M
840,235
-1%
增持
ZTS
ZOETIS INC CL A
-$4.5M
246,727
+3%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.9M
313,880
-7%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.8M
430,638
+4%
减持
BKNG
BOOKING HOLDINGS INC COM
-$3.8M
15,836
-7%
减持
DIS
DISNEY WALT CO COM
-$3.7M
235,894
-14%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.7M
340,507
-16%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$3.7M
224,663
-27%
减持
META
META PLATFORMS INC CL A
-$3.5M
113,999
-3%
减持
SPY
SPDR S&P 500 ETF TRUST
-$3.4M
77,183
-6%
建仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$3.3M
13,056
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$3.1M
206,895
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$3.0M
27,409
-19%
减持
SCHW
SCHWAB CHARLES CORP COM
+$2.8M
531,657
-5%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$2.7M
243,483
+2%
增持
PG
PROCTER AND GAMBLE CO COM
-$2.6M
162,013
+1%
减持
SPGI
S&P GLOBAL INC COM
-$2.6M
74,263
-1%
增持
SHW
SHERWIN WILLIAMS CO COM
-$2.6M
156,179
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$2.5M
670,996
+4%
增持
FTV
FORTIVE CORP COM
+$2.5M
476,420
+2%
减持
PYPL
PAYPAL HLDGS INC COM
-$2.4M
13,670
-74%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$2.3M
454,611
-3%
减持
AMZN
AMAZON COM INC COM
+$2.3M
427,849
-0%
减持
—
SPDR S&P 600 SMALL CAP ETF
-$2.3M
499,474
-0%
增持
RMD
RESMED INC COM
+$2.2M
182,723
+2%
增持
MS
MORGAN STANLEY COM NEW
+$2.2M
152,815
+17%
减持
JPM
JPMORGAN CHASE & CO COM
-$2.1M
236,664
-1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$2.0M
1,413,687
+1%
清仓
JPIN
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
-$1.8M
0
-100%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$1.7M
25,063
-36%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.7M
23,402
-11%
增持
BAC
BK OF AMERICA CORP COM
-$1.6M
1,861,148
+0%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$1.5M
193,370
+3%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.5M
182,310
-4%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.4M
434,668
+1%
增持
ABT
ABBOTT LABS COM
-$1.3M
120,308
+1%
减持
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
-$1.3M
18,000
-75%
减持
NOW
SERVICENOW INC COM
-$1.2M
10,991
-3%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC COMMON STOCK
+$1.2M
28,936
增持
WMB
WILLIAMS COS INC COM
-$1.2M
505,581
+1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.2M
187,761
-0%
减持
URI
UNITED RENTALS INC COM
+$1.1M
44,153
-0%
减持
QQQ
INVESCO QQQ TRUST
-$1.1M
22,749
-12%
减持
COST
COSTCO WHSL CORP NEW COM
-$1.1M
77,411
-2%
增持
KO
COCA COLA CO COM
-$1.1M
167,019
+0%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$1.1M
131,285
-3%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.1M
259,481
-3%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.1M
185,579
-1%
减持
AAPL
APPLE INC COM
+$1.1M
1,515,314
-1%
增持
SYK
STRYKER CORPORATION COM
+$1.0M
178,737
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$999.0K
226,956
+1%
增持
HD
HOME DEPOT INC COM
+$969.0K
248,788
+1%
增持
MRK
MERCK & CO INC COM
-$954.0K
206,892
+0%
减持
NKE
NIKE INC CL B
-$941.0K
43,919
-2%
增持
APH
AMPHENOL CORP NEW CL A
+$920.0K
356,222
+0%
减持
CVS
CVS HEALTH CORP COM
-$916.0K
226,100
-7%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$909.0K
232,062
-2%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$889.0K
240,186
+1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$888.0K
21,652
-0%
建仓
ALL
ALLSTATE CORP COM
+$729.0K
5,856
建仓
—
DISCOVER FINL SVCS COM
+$727.0K
8,000
减持
VOO
VANGUARD S&P 500 ETF
-$642.0K
28,521
-1%
减持
—
FOCUS FINL PARTNERS INC COM CL A
-$637.0K
145,448
-5%
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$614.0K
6,985
减持
CBRE
CBRE GROUP INC CL A
-$584.0K
46,338
-8%
减持
DHR
DANAHER CORPORATION COM
+$580.0K
161,477
-0%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$573.0K
120,542
-7%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$571.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$562.0K
31,037
-4%
减持
CSCO
CISCO SYS INC COM
-$556.0K
48,490
-17%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$543.0K
368,771
+12%
减持
AVGO
BROADCOM INC COM
-$534.0K
635
-62%
增持
SBUX
STARBUCKS CORP COM
+$523.0K
64,299
+0%
增持
STT
STATE STR CORP COM
-$515.0K
686,550
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$501.0K
20,587
-19%
增持
HON
HONEYWELL INTL INC COM
-$480.0K
350,013
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$453.0K
19,764
-0%
减持
TTD
THE TRADE DESK INC COM CL A
-$425.0K
212,721
-32%
减持
GLD
SPDR GOLD SHARES
-$421.0K
5,017
-29%
减持
HXL
HEXCEL CORP NEW COM
-$405.0K
22,500
-25%
减持
INTC
INTEL CORP COM
-$402.0K
31,372
-3%
减持
—
PIONEER NAT RES CO COM
-$389.0K
26,151
-4%
减持
COF
CAPITAL ONE FINL CORP COM
-$322.0K
10,223
-16%
减持
—
LAM RESEARCH CORP COM
-$322.0K
594
-53%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$318.0K
51,856
+37%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$317.0K
3,329
-10%
增持
ORCL
ORACLE CORP COM
-$313.0K
37,153
+1%
增持
—
EXXON MOBIL CORP COM
+$291.0K
63,467
+4%
减持
CAT
CATERPILLAR INC COM
-$287.0K
19,398
-0%
清仓
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
-$283.0K
0
-100%
增持
MCD
MCDONALDS CORP COM
-$283.0K
27,739
+2%
减持
VO
VANGUARD MID-CAP ETF
-$282.0K
26,833
-1%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$272.0K
3,818
增持
PFE
PFIZER INC COM
-$266.0K
31,998
+1%
减持
PM
PHILIP MORRIS INTL INC COM
-$266.0K
11,617
-7%
减持
LMT
LOCKHEED MARTIN CORP COM
-$263.0K
4,346
-4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$254.0K
11,469
-6%
增持
ABBV
ABBVIE INC COM
-$252.0K
14,298
+1%
建仓
BDX
BECTON DICKINSON & CO COM
+$244.0K
1,097
增持
EMR
EMERSON ELEC CO COM
-$243.0K
38,577
+0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$239.0K
1,254
+63%
减持
T
AT&T INC COM
-$237.0K
36,344
-4%
清仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$234.0K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$225.0K
2,538
-47%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$224.0K
3,136
建仓
IT
GARTNER INC COM
+$223.0K
805
清仓
CL
COLGATE PALMOLIVE CO COM
-$222.0K
0
-100%
清仓
FTNT
FORTINET INC COM
-$221.0K
0
-100%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$216.0K
49,505
+8%
增持
SHOP
SHOPIFY INC CL A
-$214.0K
59,670
+2%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$212.0K
27,670
-6%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$210.0K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$209.0K
4,626
-20%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$207.0K
0
-100%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$206.0K
2,912
+106%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$204.0K
5,261
+72%
清仓
OGN
ORGANON & CO COMMON STOCK
-$201.0K
0
-100%
建仓
ABNB
AIRBNB INC COM CL A
+$200.0K
1,905
减持
SWK
STANLEY BLACK & DECKER INC COM
-$194.0K
6,375
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$193.0K
7,126
-9%
清仓
—
MACQUARIE INFRASTR HOLD LLC COMMON UNITS
-$183.0K
0
-100%
减持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY ETF
-$181.0K
53,993
-2%
减持
WPC
WP CAREY INC COM
-$180.0K
7,485
-12%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$176.0K
12,777
-6%
减持
PEP
PEPSICO INC COM
-$171.0K
26,316
-2%
减持
UNP
UNION PAC CORP COM
-$159.0K
4,934
-6%
增持
NEE
NEXTERA ENERGY INC COM
+$155.0K
11,622
+19%
建仓
—
LUMIRADX LTD SHS
+$148.0K
145,300
增持
USB
US BANCORP DEL COM NEW
-$148.0K
26,424
+0%
增持
ADI
ANALOG DEVICES INC COM
-$147.0K
31,069
+1%
增持
NVDA
NVIDIA CORPORATION COM
-$143.0K
6,870
+7%
增持
—
BLACK KNIGHT INC COM
+$143.0K
401,453
+2%
