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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 55
减持 70
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$38.5M
1,998,357
+93%
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$35.4M
0
-100%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$31.9M
1,280,446
+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。
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$31.6M
2,579,018
+120%
减持
AAPL
APPLE INC COM
+$29.8M
1,365,402
-4%
建仓
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
+$27.2M
509,410
减持
MSFT
MICROSOFT CORP COM
+$25.4M
611,257
-4%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$25.3M
107,959
-76%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$20.0M
7,758
-98%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$16.3M
122,899
+8%
减持
AMZN
AMAZON COM INC COM
+$15.3M
674,002
-4%
减持
CVS
CVS HEALTH CORP COM
-$15.3M
8,498
-96%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$15.1M
722,054
+26%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$10.9M
608,870
+2%
减持
DHR
DANAHER CORPORATION COM
-$10.5M
225,048
-12%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$10.3M
348,570
+33%
增持
COST
COSTCO WHSL CORP NEW COM
+$10.0M
118,907
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$9.8M
55,081
+68%
增持
IVV
ISHARES CORE S&P 500 ETF
+$9.8M
56,630
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$9.8M
225,423
+4%
增持
AMAT
APPLIED MATLS INC COM
+$8.8M
338,197
+4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$8.3M
41,149
-36%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$8.0M
112,989
-36%
增持
SHW
SHERWIN WILLIAMS CO COM
+$7.3M
167,492
+1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$6.8M
59
+16%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$6.5M
206,445
+50%
减持
BX
BLACKSTONE INC COM
-$6.2M
610,981
-15%
减持
WMB
WILLIAMS COS INC COM
-$5.9M
250,875
-47%
减持
PG
PROCTER AND GAMBLE CO COM
-$5.9M
121,753
-26%
增持
CRM
SALESFORCE INC COM
+$5.8M
169,848
+13%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$5.2M
117,171
-33%
增持
SCHW
SCHWAB CHARLES CORP COM
+$5.2M
712,197
+6%
减持
MRK
MERCK & CO INC COM
-$5.1M
108,637
-34%
增持
META
META PLATFORMS INC CL A
+$5.0M
95,894
+32%
减持
APH
AMPHENOL CORP NEW CL A
-$4.9M
259,534
-21%
增持
TJX
TJX COS INC NEW COM
+$4.8M
678,923
+1%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$4.4M
172,904
-24%
减持
JPM
JPMORGAN CHASE & CO COM
-$4.4M
162,302
-24%
增持
SPGI
S&P GLOBAL INC COM
+$4.3M
72,461
+1%
减持
BAC
BANK AMERICA CORP COM
-$4.2M
1,397,007
-10%
增持
CCI
CROWN CASTLE INC COM
-$3.9M
261,939
+4%
增持
LLY
ELI LILLY & CO COM
+$3.7M
29,300
+0%
减持
TTD
THE TRADE DESK INC COM CL A
-$3.6M
111,911
-44%
减持
CVX
CHEVRON CORP NEW COM
-$3.5M
71,823
-21%
减持
GOOG
ALPHABET INC CAP STK CL C
-$3.4M
341,228
-21%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.0M
437,258
+9%
减持
KO
COCA COLA CO COM
-$2.9M
116,428
-27%
减持
FISV
FISERV INC COM
+$2.8M
616,628
-7%
减持
HD
HOME DEPOT INC COM
-$2.8M
218,016
-9%
减持
ABT
ABBOTT LABS COM
-$2.6M
79,672
-28%
减持
XYL
XYLEM INC COM
+$2.5M
346,699
-1%
减持
FTV
FORTIVE CORP COM
+$2.3M
480,617
-3%
减持
STZ
CONSTELLATION BRANDS INC CL A
+$2.3M
130,989
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.2M
439,156
-3%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$2.1M
128,732
-40%
增持
BKNG
BOOKING HOLDINGS INC COM
+$1.9M
15,421
+3%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.8M
209,510
-10%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$1.8M
46,091
-1%
减持
URI
UNITED RENTALS INC COM
+$1.7M
40,152
-2%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$1.7M
244,090
+2%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.7M
62,114
-26%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.7M
13,351
-30%
增持
ZTS
ZOETIS INC CL A
+$1.6M
212,689
+1%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$1.6M
401,613
-0%
增持
VOO
VANGUARD S&P 500 ETF
+$1.4M
32,900
+3%
清仓
—
PROSHARES ULTRASHORT S&P500
-$1.4M
0
-100%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$1.4M
0
-100%
建仓
SHV
ISHARES SHORT TREASURY BOND ETF
+$1.3M
11,490
增持
ORCL
ORACLE CORP COM
+$1.2M
38,505
+6%
增持
NVDA
NVIDIA CORPORATION COM
+$1.2M
7,358
+7%
减持
EOG
EOG RES INC COM
-$1.1M
2,457
-80%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.1M
266,441
+8%
减持
—
PIONEER NAT RES CO COM
-$1.1M
12,153
-32%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$1.1M
56,568
-15%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$1.0M
15,460
-58%
减持
V
VISA INC COM CL A
+$989.7K
333,007
-4%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$988.1K
76,021
-21%
减持
SYK
STRYKER CORPORATION COM
+$980.0K
135,280
-4%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$976.2K
489,920
-4%
减持
SHOP
SHOPIFY INC CL A
+$889.5K
54,582
-1%
减持
NOW
SERVICENOW INC COM
+$850.9K
10,332
-3%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$741.5K
16,425
-52%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$727.1K
2,150
+226%
清仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$700.0K
0
-100%
清仓
USB
US BANCORP DEL COM NEW
-$637.8K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$632.1K
73,688
+11%
增持
WMT
WALMART INC COM
+$522.3K
7,208
+74%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$477.0K
10,153
-27%
增持
SEIC
SEI INVTS CO COM
+$464.8K
223,395
+0%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$458.2K
40,521
+21%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$446.6K
4,680
-53%
减持
PANW
PALO ALTO NETWORKS INC COM
+$440.4K
8,766
-3%
减持
HON
HONEYWELL INTL INC COM
-$422.7K
318,139
-8%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$409.5K
19,785
-18%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$405.8K
9,015
-51%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$401.6K
18,632
-26%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$396.6K
0
-100%
减持
MCD
MCDONALDS CORP COM
+$394.2K
26,579
-1%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$387.3K
60,349
+5%
增持
NKE
NIKE INC CL B
-$378.7K
44,293
+3%
减持
TSLA
TESLA INC COM
+$355.2K
7,193
-2%
清仓
—
BLACK KNIGHT INC COM
-$335.7K
0
-100%
清仓
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
-$335.5K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$325.7K
170,918
+3%
增持
VO
VANGUARD MID-CAP ETF
+$320.0K
27,264
+1%
减持
SBUX
STARBUCKS CORP COM
-$310.9K
58,777
-0%
增持
CAT
CATERPILLAR INC COM
+$304.8K
17,548
+0%
增持
CMCSA
COMCAST CORP NEW CL A
+$291.5K
15,587
+66%
增持
VB
VANGUARD SMALL-CAP ETF
+$281.7K
27,750
+0%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$272.6K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$270.1K
33,695
-17%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$259.1K
4,230
-39%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$257.5K
10,845
-3%
清仓
IT
GARTNER INC COM
-$252.5K
0
-100%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$251.5K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
-$250.3K
138,002
+1%
减持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
-$249.0K
57,972
-7%
清仓
—
LAM RESEARCH CORP COM
-$248.1K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$244.7K
37,014
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$236.7K
2,346
减持
STT
STATE STR CORP COM
-$231.7K
74,867
-1%
建仓
NUE
NUCOR CORP COM
+$230.3K
1,404
清仓
T
AT&T INC COM
-$228.6K
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$226.0K
10,547
+4%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$224.6K
1,543
减持
TXN
TEXAS INSTRS INC COM
-$222.3K
36,644
-0%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$220.6K
2,008
清仓
NDAQ
NASDAQ INC COM
-$217.6K
0
-100%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$215.8K
6,401
建仓
—
BLACKROCK INC COM
+$213.8K
309
减持
EFA
ISHARES MSCI EAFE ETF
-$210.3K
143,745
-3%
建仓
UPS
UNITED PARCEL SERVICE INC CL B
+$209.2K
1,167
建仓
GWW
GRAINGER W W INC COM
+$203.3K
258
建仓
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
+$201.1K
3,480
增持
DIS
DISNEY WALT CO COM
-$199.9K
175,485
+11%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$199.8K
6,543
+40%
减持
—
DISCOVER FINL SVCS COM
-$198.7K
2,021
-54%
增持
LEN
LENNAR CORP CL A
+$194.6K
9,518
+0%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$190.9K
22,431
-5%
减持
CBRE
CBRE GROUP INC CL A
-$189.8K
38,519
-15%
增持
RTX
RTX CORPORATION COM
+$177.6K
31,900
+6%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$167.8K
555
-39%
减持
AVGO
BROADCOM INC COM
+$167.7K
896
-6%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$167.4K
71,310
+2%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$165.3K
1,621
+6%
增持
NEE
NEXTERA ENERGY INC COM
+$161.1K
12,846
+25%
增持
INTU
INTUIT COM
+$158.7K
1,652
+23%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$157.8K
16,578
+5%
增持
LOW
LOWES COS INC COM
+$157.4K
5,678
+1%
增持
PEP
PEPSICO INC COM
+$156.7K
18,388
+3%
