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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 42
减持 83
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
TJX
TJX COS INC NEW COM
+$20.9M
918,117
+9%
增持
HON
HONEYWELL INTL INC COM
+$17.3M
353,329
+1%
清仓
GNRC
GENERAC HLDGS INC COM
-$15.7M
0
-100%
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
AAPL
APPLE INC COM
-$13.5M
1,508,246
-0%
减持
CRM
SALESFORCE INC COM
-$12.1M
137,042
-35%
减持
STT
STATE STR CORP COM
+$11.1M
681,471
-1%
清仓
—
SYNEOS HEALTH INC CL A
-$10.9M
0
-100%
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$10.3M
136,818
-34%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$10.3M
52,953
+306%
增持
SEIC
SEI INVTS CO COM
+$9.6M
223,353
+219%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$9.4M
1,048,511
-26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$9.0M
225,379
-1%
减持
HD
HOME DEPOT INC COM
+$8.9M
245,591
-1%
减持
DIS
DISNEY WALT CO COM
-$8.9M
154,213
-35%
增持
AMAT
APPLIED MATLS INC COM
+$8.1M
324,809
+13%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$8.1M
52
+30%
减持
BX
BLACKSTONE INC COM
-$8.1M
743,074
-2%
减持
XYL
XYLEM INC COM
+$8.1M
426,450
-5%
增持
SYK
STRYKER CORPORATION COM
+$7.8M
179,947
+1%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$7.5M
42,264
-81%
增持
SCHW
SCHWAB CHARLES CORP COM
+$7.4M
547,807
+3%
减持
EFA
ISHARES MSCI EAFE ETF
-$7.1M
158,064
-49%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$6.9M
112,514
-0%
增持
SHW
SHERWIN WILLIAMS CO COM
+$6.7M
163,068
+4%
减持
V
VISA INC COM CL A
+$6.5M
369,470
-7%
增持
PG
PROCTER AND GAMBLE CO COM
+$6.2M
175,812
+9%
减持
JNJ
JOHNSON & JOHNSON COM
+$6.2M
468,928
-0%
减持
JPM
JPMORGAN CHASE & CO COM
+$6.1M
230,244
-3%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$6.0M
442,378
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.7M
40,433
+48%
减持
META
META PLATFORMS INC CL A
-$5.6M
82,080
-28%
建仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$5.4M
219,277
减持
BKNG
BOOKING HOLDINGS INC COM
+$5.1M
15,459
-2%
减持
FISV
FISERV INC COM
+$4.7M
669,986
-1%
减持
BAC
BANK AMERICA CORP COM
+$4.5M
1,832,643
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
-$4.4M
459,176
-2%
增持
AMZN
AMAZON COM INC COM
+$4.3M
626,589
+46%
增持
FTV
FORTIVE CORP COM
+$3.9M
492,546
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$3.7M
588,028
+1%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$3.7M
449,142
+3%
增持
CVX
CHEVRON CORP NEW COM
+$3.6M
99,960
+0%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$3.5M
230,177
+19%
减持
MSFT
MICROSOFT CORP COM
+$3.4M
649,264
-1%
减持
TTD
THE TRADE DESK INC COM CL A
-$3.2M
212,679
-0%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$3.1M
11,332
-77%
减持
RMD
RESMED INC COM
-$3.1M
176,965
-3%
减持
CCI
CROWN CASTLE INC COM
-$3.0M
257,150
-2%
减持
URI
UNITED RENTALS INC COM
+$2.8M
41,551
-6%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$2.5M
184,350
-2%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$2.4M
105,249
-20%
减持
APH
AMPHENOL CORP NEW CL A
+$2.4M
345,170
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.3M
326,572
+4%
增持
WMB
WILLIAMS COS INC COM
+$2.2M
507,410
+0%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$2.2M
171,018
-25%
减持
LULU
LULULEMON ATHLETICA INC COM
-$2.1M
4,191
-66%
减持
—
SPDR S&P 600 SMALL CAP ETF
-$2.1M
434,229
-13%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$2.0M
172,256
+4%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.0M
249,212
+4%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$2.0M
76,657
-36%
减持
QQQ
INVESCO QQQ TRUST
-$1.9M
15,618
-31%
减持
COST
COSTCO WHSL CORP NEW COM
-$1.9M
75,881
-2%
减持
TSLA
TESLA INC COM
-$1.9M
7,429
-30%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.8M
24,450
+4%
增持
—
EXXON MOBIL CORP COM
+$1.7M
65,513
+3%
增持
ABT
ABBOTT LABS COM
+$1.6M
120,686
+0%
减持
—
FOCUS FINL PARTNERS INC COM CL A
-$1.6M
79,913
-45%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$1.6M
244,847
+1%
减持
—
BLACK KNIGHT INC COM
-$1.5M
397,010
-1%
减持
CAT
CATERPILLAR INC COM
+$1.5M
19,376
-0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.4M
78,705
+2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.4M
550,527
-18%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$1.4M
241,497
+4%
减持
NKE
NIKE INC CL B
+$1.4M
42,788
-3%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.3M
371,910
+1%
减持
SPGI
S&P GLOBAL INC COM
+$1.3M
71,442
-4%
增持
LLY
LILLY ELI & CO COM
+$1.3M
29,312
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.1M
241,350
-2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.1M
353,877
+4%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.1M
24,909
减持
MRK
MERCK & CO INC COM
+$1.1M
170,440
-18%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$1.1M
20,641
+224%
减持
KO
COCA COLA CO COM
+$1.0M
162,992
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$933.0K
29,305
+3%
减持
CVS
CVS HEALTH CORP COM
-$905.8K
221,667
-2%
减持
PYPL
PAYPAL HLDGS INC COM
-$806.7K
5,199
-62%
减持
EMR
EMERSON ELEC CO COM
+$775.5K
37,481
-3%
减持
ADI
ANALOG DEVICES INC COM
+$740.5K
30,906
-1%
减持
SBUX
STARBUCKS CORP COM
+$720.3K
61,878
-4%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$691.9K
178,285
-4%
减持
ORCL
ORACLE CORP COM
+$690.0K
36,200
-3%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$689.7K
6,052
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$655.3K
17,723
+43%
减持
HXL
HEXCEL CORP NEW COM
-$604.9K
9,500
-58%
减持
ZTS
ZOETIS INC CL A
-$573.6K
245,740
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$553.5K
30,663
-1%
减持
WFC
WELLS FARGO CO NEW COM
-$527.6K
46,437
-24%
增持
VO
VANGUARD MID-CAP ETF
+$498.9K
27,196
+1%
减持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
-$492.0K
80,630
-13%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$480.1K
25,992
-28%
减持
PEP
PEPSICO INC COM
+$457.2K
26,310
-0%
减持
BSX
BOSTON SCIENTIFIC CORP COM
+$429.6K
60,505
-1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$407.6K
37,232
-4%
减持
CBRE
CBRE GROUP INC CL A
+$403.3K
45,885
-1%
减持
DHR
DANAHER CORPORATION COM
+$400.9K
158,650
-2%
清仓
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$400.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$398.7K
1,946
+55%
建仓
AZO
AUTOZONE INC COM
+$382.3K
155
减持
MCD
MCDONALDS CORP COM
+$360.3K
25,653
-8%
减持
SHOP
SHOPIFY INC CL A
+$360.1K
56,700
-5%
建仓
NFLX
NETFLIX INC COM
+$348.0K
1,180
减持
CSCO
CISCO SYS INC COM
+$340.2K
47,864
-1%
减持
GTM
ZOOMINFO TECHNOLOGIES INC COMMON STOCK
-$338.7K
28,772
-1%
减持
TXN
TEXAS INSTRS INC COM
+$317.6K
36,688
-1%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$315.8K
411,891
-9%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$311.5K
36,965
+12%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$308.0K
0
-100%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
+$294.4K
24,567
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$294.0K
9,341
-50%
建仓
—
LINDE PLC SHS
+$287.7K
882
减持
—
DISCOVER FINL SVCS COM
-$286.8K
4,500
-44%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$275.6K
261,552
+1%
减持
ALL
ALLSTATE CORP COM
-$273.9K
3,356
-43%
增持
NVDA
NVIDIA CORPORATION COM
+$271.1K
7,562
+10%
清仓
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
-$271.0K
0
-100%
清仓
FFIV
F5 INC COM
-$261.0K
0
-100%
建仓
NDAQ
NASDAQ INC COM
+$255.4K
4,163
建仓
—
BLACKROCK INC COM
+$253.0K
357
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$251.0K
10,807
-43%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$249.1K
13,527
-34%
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$248.1K
1,921
清仓
XBI
SPDR S&P BIOTECH ETF
-$245.0K
0
-100%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$243.0K
0
-100%
减持
—
PIONEER NAT RES CO COM
+$242.8K
25,854
-1%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$239.0K
0
-100%
增持
—
PROSHARES ULTRASHORT S&P500
-$235.9K
59,150
+9%
增持
AXP
AMERICAN EXPRESS CO COM
+$234.2K
8,401
+12%
建仓
WM
WASTE MGMT INC DEL COM
+$233.8K
1,490
减持
VB
VANGUARD SMALL-CAP ETF
+$228.4K
27,157
-2%
减持
GLD
SPDR GOLD SHARES
-$226.5K
3,239
-35%
减持
T
AT&T INC COM
-$224.7K
18,104
-50%
建仓
PLD
PROLOGIS INC. COM
+$218.9K
1,942
清仓
—
LAM RESEARCH CORP COM
-$217.0K
0
-100%
减持
EOG
EOG RES INC COM
+$215.4K
12,140
-0%
建仓
CL
COLGATE PALMOLIVE CO COM
+$212.9K
2,702
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$211.9K
1,560
建仓
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$210.3K
5,190
减持
AMT
AMERICAN TOWER CORP NEW COM
-$202.1K
20,990
-3%
减持
ABBV
ABBVIE INC COM
+$200.5K
13,115
-8%
清仓
ABNB
AIRBNB INC COM CL A
-$200.0K
0
-100%
增持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY ETF
+$198.4K
54,433
+1%
