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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 76
减持 51
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$37.7M
617,074
+0%
减持
AAPL
APPLE INC COM
+$31.5M
1,484,908
-0%
增持
AMZN
AMAZON COM INC COM
+$21.0M
753,864
+2%
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
CRM
SALESFORCE INC COM
+$17.0M
247,009
+4%
减持
BX
BLACKSTONE INC COM
+$14.3M
603,828
-0%
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$13.9M
2,307,396
-18%
增持
FISV
FISERV INC COM
+$13.4M
633,605
+1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$13.2M
2,053,901
+3%
增持
HD
HOME DEPOT INC COM
+$12.8M
286,533
+0%
增持
KLAC
KLA CORP COM NEW
+$11.9M
43,484
+49%
增持
ADBE
ADOBE INC COM
+$11.7M
129,075
+1%
增持
AMAT
APPLIED MATLS INC COM
+$11.4M
373,826
+5%
建仓
IYE
ISHARES U.S. ENERGY ETF
+$11.1M
252,677
减持
XYL
XYLEM INC COM
+$11.0M
479,423
-0%
增持
V
VISA INC COM CL A
+$10.9M
335,698
+1%
减持
COST
COSTCO WHSL CORP NEW COM
+$10.7M
122,231
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$10.1M
212,695
+1%
增持
QCOM
QUALCOMM INC COM
+$10.0M
295,444
+0%
增持
SHW
SHERWIN WILLIAMS CO COM
+$9.9M
170,306
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$9.3M
684,960
+4%
增持
BKNG
BOOKING HOLDINGS INC COM
+$9.0M
16,248
+3%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$8.9M
252,538
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$8.8M
288,980
+37%
增持
IVV
ISHARES CORE S&P 500 ETF
+$8.6M
82,824
+15%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$8.4M
623,950
-16%
减持
SCHW
SCHWAB CHARLES CORP COM
+$7.5M
679,480
-5%
建仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$7.2M
281,597
增持
ROP
ROPER TECHNOLOGIES INC COM
+$6.7M
79,355
+5%
减持
SEIC
SEI INVTS CO COM
-$6.6M
108,276
-52%
增持
JPM
JPMORGAN CHASE & CO COM
+$6.5M
246,401
+1%
建仓
VLTO
VERALTO CORP COM SHS
+$6.1M
73,996
增持
SPGI
S&P GLOBAL INC COM
+$5.7M
74,472
+1%
增持
ZTS
ZOETIS INC CL A
+$5.3M
216,351
+1%
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$5.3M
103,351
建仓
LAZ
LAZARD INC COM
+$4.9M
140,285
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$4.9M
362,194
-8%
增持
VOO
VANGUARD S&P 500 ETF
+$4.8M
53,582
+13%
增持
TJX
TJX COS INC NEW COM
+$4.7M
767,809
+1%
增持
AVGO
BROADCOM INC COM
+$4.6M
15,259
+2%
减持
OLED
UNIVERSAL DISPLAY CORP COM
+$4.6M
133,289
-0%
减持
URI
UNITED RENTALS INC COM
+$4.5M
38,242
-2%
增持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$4.5M
230,509
+59%
增持
SPY
SPDR S&P 500 ETF TRUST
+$4.4M
46,347
+12%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$4.1M
358,839
+0%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$4.1M
488,396
+6%
增持
DHR
DANAHER CORPORATION COM
-$4.0M
319,898
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$3.8M
174,301
+17%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$3.6M
201,139
-28%
增持
PWR
QUANTA SVCS INC COM
+$3.5M
107,209
+2%
清仓
—
LAZARD LTD SHS A
-$3.5M
0
-100%
减持
APH
AMPHENOL CORP NEW CL A
+$3.5M
245,550
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.3M
360,182
+0%
减持
CCI
CROWN CASTLE INC COM
+$3.2M
230,965
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$3.2M
110,602
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$3.0M
24,889
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.9M
240,486
+2%
减持
SYK
STRYKER CORPORATION COM
+$2.8M
128,054
-1%
增持
MCD
MCDONALDS CORP COM
+$2.8M
33,550
+23%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.7M
49,931
+34%
增持
—
NXP SEMICONDUCTORS N V COM
+$2.6M
86,284
+0%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$2.6M
44,653
-2%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.6M
387,155
-5%
增持
LLY
ELI LILLY & CO COM
+$2.5M
33,927
+6%
增持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
+$2.4M
89,782
+115%
增持
DIS
DISNEY WALT CO COM
+$2.3M
246,129
+0%
减持
BAC
BANK AMERICA CORP COM
+$2.2M
574,346
-8%
增持
KVUE
KENVUE INC COM
+$2.2M
963,089
+4%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.1M
473,594
-2%
减持
CVX
CHEVRON CORP NEW COM
-$2.1M
75,131
-5%
增持
INDB
INDEPENDENT BK CORP MASS COM
+$1.9M
99,981
+5%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$1.9M
32,891
-73%
增持
—
EXXON MOBIL CORP COM
-$1.9M
111,318
+1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.8M
1,223,405
-3%
减持
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
+$1.7M
502,468
-2%
减持
MFC
MANULIFE FINL CORP COM
+$1.7M
440,609
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
+$1.6M
26,916
-1%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$1.6M
279,766
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
17,487
+7%
增持
KMI
KINDER MORGAN INC DEL COM
+$1.5M
1,310,664
+0%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.4M
221,247
-1%
减持
NOW
SERVICENOW INC COM
+$1.4M
10,234
-2%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.4M
27,704
减持
HAS
HASBRO INC COM
-$1.4M
9,652
-66%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.4M
13,064
+87%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.4M
11,180
-38%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.3M
30,771
+11%
减持
TTD
THE TRADE DESK INC COM CL A
-$1.3M
98,110
-9%
减持
STAG
STAG INDL INC COM
+$1.3M
291,616
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.3M
20,899
+3%
增持
SHOP
SHOPIFY INC CL A
+$1.3M
54,948
+1%
建仓
VTV
VANGUARD VALUE ETF
+$1.3M
8,646
增持
EFA
ISHARES MSCI EAFE ETF
+$1.3M
147,852
+3%
增持
META
META PLATFORMS INC CL A
+$1.2M
10,743
+26%
减持
CSCO
CISCO SYS INC COM
-$1.2M
199,723
-5%
增持
ABT
ABBOTT LABS COM
+$1.2M
79,999
+2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.2M
111,153
-4%
清仓
NFE
NEW FORTRESS ENERGY INC COM CL A
-$1.1M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$1.1M
22,262
-0%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$1.1M
26,639
-0%
增持
SF
STIFEL FINL CORP COM
+$993.1K
118,937
+1%
增持
STZ
CONSTELLATION BRANDS INC CL A
-$992.5K
131,153
+1%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$990.3K
41,954
-20%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$964.3K
29,961
+4%
减持
MS
MORGAN STANLEY COM NEW
+$957.4K
131,958
-5%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$917.5K
11,541
+6%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$908.5K
7,756
减持
VNQ
VANGUARD REAL ESTATE ETF
+$886.6K
156,589
-9%
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$871.4K
0
-100%
增持
PEP
PEPSICO INC COM
+$840.6K
77,680
+7%
增持
VUG
VANGUARD GROWTH ETF
+$830.1K
5,122
+83%
增持
CAT
CATERPILLAR INC COM
+$818.3K
19,634
+7%
减持
HON
HONEYWELL INTL INC COM
-$810.0K
303,778
-13%
减持
PFE
PFIZER INC COM
-$805.7K
148,371
-3%
增持
NFLX
NETFLIX INC COM
+$798.0K
2,644
+104%
减持
ENTG
ENTEGRIS INC COM
+$793.8K
32,389
-1%
减持
ADI
ANALOG DEVICES INC COM
+$713.0K
31,101
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$697.4K
453,464
-7%
增持
—
LAM RESEARCH CORP COM
+$695.8K
1,218
+196%
减持
VO
VANGUARD MID-CAP ETF
+$661.4K
27,153
-0%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$656.8K
179,407
-1%
建仓
ON
ON SEMICONDUCTOR CORP COM
+$640.3K
7,665
减持
ABBV
ABBVIE INC COM
+$639.8K
110,226
-0%
增持
KO
COCA COLA CO COM
+$636.0K
125,963
+4%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$617.8K
3,283
+40%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$613.5K
8,341
增持
ORCL
ORACLE CORP COM
+$605.2K
180,474
+4%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$561.8K
7,891
+158%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$550.8K
5,714
建仓
NYF
ISHARES NEW YORK MUNI BOND ETF
+$540.8K
9,999
增持
CHD
CHURCH & DWIGHT CO INC COM
+$529.7K
107,026
+2%
增持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
+$522.2K
52,058
+7%
增持
LMT
LOCKHEED MARTIN CORP COM
+$518.6K
4,057
+26%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$507.9K
163,554
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$495.9K
12,928
+7%
减持
INTC
INTEL CORP COM
+$492.5K
38,168
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$482.3K
15,287
+6%
减持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$481.8K
82,819
-7%
建仓
STLD
STEEL DYNAMICS INC COM
+$478.5K
4,052
建仓
IAU
ISHARES GOLD TRUST
+$462.6K
11,853
建仓
VV
VANGUARD LARGE-CAP ETF
+$458.1K
2,100
减持
NKE
NIKE INC CL B
+$454.6K
41,341
-2%
增持
TXN
TEXAS INSTRS INC COM
+$452.3K
37,113
+0%
增持
J
JACOBS SOLUTIONS INC COM
-$444.9K
79,458
+1%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$436.1K
1,593
建仓
CMI
CUMMINS INC COM
+$435.4K
1,818
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$432.7K
2,935
减持
APD
AIR PRODS & CHEMS INC COM
-$423.6K
6,757
-16%
建仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$421.6K
8,200
减持
MRK
MERCK & CO INC COM
+$417.5K
118,015
-2%
建仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$415.6K
4,608
