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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 37
减持 92
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
STT
STATE STR CORP COM
-$47.2M
75,445
-89%
减持
AAPL
APPLE INC COM
+$39.2M
1,425,539
-5%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$27.5M
574,904
+76%
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。
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$27.4M
1,173,304
减持
MSFT
MICROSOFT CORP COM
+$27.1M
633,947
-2%
减持
—
BLACK KNIGHT INC COM
-$24.2M
5,833
-99%
增持
DHR
DANAHER CORPORATION COM
+$22.4M
256,115
+61%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$20.5M
247,451
减持
TJX
TJX COS INC NEW COM
-$20.4M
672,913
-27%
增持
AMZN
AMAZON COM INC COM
+$19.9M
702,543
+12%
增持
COST
COSTCO WHSL CORP NEW COM
+$19.4M
108,763
+43%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$18.2M
66,660
-72%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$17.2M
32,775
+937%
减持
BAC
BANK AMERICA CORP COM
-$16.5M
1,546,914
-16%
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$16.0M
50,036
-63%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$14.9M
639,588
+81%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$13.3M
83,455
-68%
减持
JNJ
JOHNSON & JOHNSON COM
-$12.3M
454,984
-3%
增持
CRM
SALESFORCE INC COM
+$11.9M
150,408
+10%
减持
XYL
XYLEM INC COM
-$10.6M
348,669
-18%
增持
SCHW
SCHWAB CHARLES CORP COM
-$10.4M
672,313
+23%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$10.1M
597,246
+2%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$9.9M
132,752
-23%
减持
HON
HONEYWELL INTL INC COM
-$9.3M
347,617
-2%
减持
BKNG
BOOKING HOLDINGS INC COM
+$8.6M
15,001
-3%
增持
AMAT
APPLIED MATLS INC COM
+$8.5M
326,667
+1%
减持
BX
BLACKSTONE INC COM
+$7.9M
717,101
-3%
减持
FISV
FISERV INC COM
+$7.3M
663,284
-1%
减持
HD
HOME DEPOT INC COM
-$7.1M
238,848
-3%
减持
RMD
RESMED INC COM
-$6.9M
136,459
-23%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$5.9M
113,651
+1%
减持
META
META PLATFORMS INC CL A
+$5.5M
72,426
-12%
减持
CVS
CVS HEALTH CORP COM
-$4.8M
213,366
-4%
减持
GOOG
ALPHABET INC CAP STK CL C
+$4.0M
429,941
-6%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$3.8M
407,644
-1%
减持
SYK
STRYKER CORPORATION COM
-$3.7M
141,144
-22%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$3.5M
137,372
+31%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$3.3M
96,054
-44%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.2M
402,037
-9%
减持
CVX
CHEVRON CORP NEW COM
-$3.1M
90,892
-9%
减持
JPM
JPMORGAN CHASE & CO COM
-$2.9M
214,550
-7%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$2.9M
240,175
-2%
减持
TTD
THE TRADE DESK INC COM CL A
+$2.7M
201,254
-5%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.6M
262,566
+5%
减持
WMB
WILLIAMS COS INC COM
-$2.6M
472,961
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.5M
217,234
-4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$2.5M
64,757
-18%
增持
DIS
DISNEY WALT CO COM
+$2.5M
158,466
+3%
减持
—
PIONEER NAT RES CO COM
-$2.3M
17,822
-31%
减持
PG
PROCTER AND GAMBLE CO COM
-$2.3M
164,047
-7%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.2M
24,245
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.1M
400,485
+8%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$2.1M
232,656
-4%
增持
FTV
FORTIVE CORP COM
+$2.0M
493,757
+0%
减持
ABT
ABBOTT LABS COM
-$2.0M
111,205
-8%
减持
—
FOCUS FINL PARTNERS INC COM CL A
-$1.9M
21,373
-73%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$1.8M
36,521
-52%
增持
VOO
VANGUARD S&P 500 ETF
+$1.7M
31,865
+9%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.6M
19,091
-22%
增持
SHW
SHERWIN WILLIAMS CO COM
-$1.6M
165,244
+1%
减持
PEP
PEPSICO INC COM
-$1.5M
17,823
-32%
减持
URI
UNITED RENTALS INC COM
+$1.4M
40,819
-2%
减持
—
PROSHARES ULTRASHORT S&P500
-$1.4M
34,250
-42%
减持
V
VISA INC COM CL A
+$1.3M
346,371
-6%
减持
MRK
MERCK & CO INC COM
-$1.3M
165,446
-3%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.3M
175,400
-5%
减持
CCI
CROWN CASTLE INC COM
-$1.2M
251,908
-2%
减持
ADI
ANALOG DEVICES INC COM
+$995.2K
30,751
-1%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$991.5K
25,235
+200%
减持
ZTS
ZOETIS INC CL A
-$987.4K
210,442
-14%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$899.3K
457,554
+2%
增持
SPGI
S&P GLOBAL INC COM
+$856.5K
71,889
+1%
减持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
-$811.4K
62,600
-22%
减持
NVDA
NVIDIA CORPORATION COM
+$797.9K
6,851
-9%
增持
MCD
MCDONALDS CORP COM
+$777.1K
26,957
+5%
减持
NOW
SERVICENOW INC COM
+$769.8K
10,663
-1%
减持
TXN
TEXAS INSTRS INC COM
+$757.4K
36,659
-0%
减持
APH
AMPHENOL CORP NEW CL A
+$685.3K
329,987
-4%
减持
SHOP
SHOPIFY INC CL A
+$668.4K
54,995
-3%
减持
LLY
LILLY ELI & CO COM
-$666.3K
29,285
-0%
清仓
ES
EVERSOURCE ENERGY COM
-$658.7K
0
-100%
减持
CAT
CATERPILLAR INC COM
-$628.8K
17,536
-9%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$627.4K
51
-2%
减持
TSLA
TESLA INC COM
+$612.6K
7,364
-1%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$604.0K
905
-53%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$586.1K
46,387
-12%
清仓
YUM
YUM BRANDS INC COM
-$581.7K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$505.2K
9,182
+28%
减持
KO
COCA COLA CO COM
-$502.3K
159,046
-2%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$498.9K
15,751
-39%
减持
USB
US BANCORP DEL COM NEW
-$488.4K
17,692
-31%
清仓
TRV
TRAVELERS COMPANIES INC COM
-$444.2K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$417.7K
14,002
-12%
减持
GTM
ZOOMINFO TECHNOLOGIES INC COMMON STOCK
-$413.6K
18,322
-36%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$410.3K
2,252
-63%
减持
AXP
AMERICAN EXPRESS CO COM
-$404.6K
5,072
-40%
减持
ORCL
ORACLE CORP COM
+$401.7K
36,167
-0%
建仓
CFG
CITIZENS FINL GROUP INC COM
+$396.6K
13,060
增持
AMGN
AMGEN INC COM
+$389.1K
6,460
+45%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$382.0K
165,993
+0%
减持
PFE
PFIZER INC COM
-$381.8K
29,397
-5%
减持
PANW
PALO ALTO NETWORKS INC COM
+$377.8K
9,009
-12%
减持
LMT
LOCKHEED MARTIN CORP COM
-$371.8K
2,990
-19%
清仓
PYPL
PAYPAL HLDGS INC COM
-$370.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$369.1K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$332.6K
6,070
+41%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$329.1K
1,035,016
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$317.1K
40,613
-19%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$299.4K
34,472
-18%
清仓
—
LINDE PLC SHS
-$287.7K
0
-100%
减持
ABBV
ABBVIE INC COM
-$283.0K
11,523
-12%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$281.7K
20,384
-3%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$271.8K
11,160
-3%
增持
EMR
EMERSON ELEC CO COM
-$265.9K
38,267
+2%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$262.8K
4,215
增持
NKE
NIKE INC CL B
+$260.8K
42,950
+0%
减持
—
SPDR S&P 600 SMALL CAP ETF
-$259.6K
421,736
-3%
减持
EFA
ISHARES MSCI EAFE ETF
+$256.5K
148,655
-6%
减持
UNP
UNION PAC CORP COM
-$255.2K
3,395
-25%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$254.9K
2,555
+116%
增持
VB
VANGUARD SMALL-CAP ETF
+$253.1K
27,630
+2%
清仓
—
BLACKROCK INC COM
-$253.0K
0
-100%
建仓
DVY
ISHARES SELECT DIVIDEND ETF
+$251.5K
2,146
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$250.8K
4,166
+37%
清仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$248.1K
0
-100%
建仓
—
LAM RESEARCH CORP COM
+$248.1K
468
减持
CBRE
CBRE GROUP INC CL A
-$232.7K
45,305
-1%
清仓
BOH
BANK HAWAII CORP COM
-$230.8K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$229.1K
10,276
-16%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$228.3K
2,479
增持
AVGO
BROADCOM INC COM
+$225.3K
950
+38%
清仓
PLD
PROLOGIS INC. COM
-$218.9K
0
-100%
减持
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
-$217.0K
12,000
-29%
建仓
ABNB
AIRBNB INC COM CL A
+$215.2K
1,730
减持
QQQ
INVESCO QQQ TRUST
+$214.7K
13,628
-13%
清仓
ED
CONSOLIDATED EDISON INC COM
-$205.1K
0
-100%
清仓
PROF
PROFOUND MED CORP COM NEW
-$201.5K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$197.1K
2,361
+6%
减持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY ETF
+$192.7K
54,212
-0%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$187.3K
27,158
+9%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$186.6K
23,527
-4%
减持
NSC
NORFOLK SOUTHN CORP COM
-$184.9K
3,747
-6%
减持
INTC
INTEL CORP COM
+$184.4K
32,493
-2%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$179.8K
3,683
-29%
增持
WFC
WELLS FARGO CO NEW COM
-$176.7K
46,568
+0%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$169.3K
4,360
+15%
减持
LULU
LULULEMON ATHLETICA INC COM
-$164.6K
3,235
-23%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$160.0K
11,718
-4%
增持
EOG
EOG RES INC COM
-$151.1K
12,399
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$147.2K
30,096
-2%
