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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 87
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$70.7M
25,292
-99%
减持
AAPL
APPLE INC COM
-$36.3M
1,455,616
-2%
增持
MSFT
MICROSOFT CORP COM
+$29.4M
621,404
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。
+1%
增持
AMZN
AMAZON COM INC COM
+$27.8M
789,116
+5%
增持
FISV
FISERV INC COM
+$19.4M
648,240
+2%
增持
AMAT
APPLIED MATLS INC COM
+$19.1M
386,386
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$16.7M
243,699
+1%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$13.2M
494,082
+36%
增持
CRM
SALESFORCE INC COM
+$12.7M
257,951
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$11.4M
709,217
+4%
减持
MS
MORGAN STANLEY COM NEW
-$10.9M
14,783
-89%
增持
NVDA
NVIDIA CORPORATION COM
+$10.5M
21,234
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$9.8M
117,835
+7%
增持
DIS
DISNEY WALT CO COM
+$9.6M
260,122
+6%
增持
KLAC
KLA CORP COM NEW
+$9.6M
49,900
+15%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$9.3M
258,946
+3%
增持
LLY
ELI LILLY & CO COM
+$8.8M
36,690
+8%
增持
KVUE
KENVUE INC COM
+$8.0M
1,338,741
+39%
增持
JPM
JPMORGAN CHASE & CO COM
+$7.6M
247,190
+0%
增持
DHR
DANAHER CORPORATION COM
+$7.4M
326,021
+2%
增持
XYL
XYLEM INC COM
+$7.4M
481,142
+0%
增持
ADBE
ADOBE INC COM
-$7.2M
138,252
+7%
减持
QCOM
QUALCOMM INC COM
+$7.2M
295,166
-0%
增持
TJX
TJX COS INC NEW COM
+$7.2M
780,951
+2%
增持
V
VISA INC COM CL A
+$7.2M
338,868
+1%
增持
FTV
FORTIVE CORP COM
+$6.8M
524,844
+1%
减持
SHW
SHERWIN WILLIAMS CO COM
-$6.2M
134,967
-21%
增持
BKNG
BOOKING HOLDINGS INC COM
+$6.0M
17,552
+8%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$5.6M
2,872,434
+11%
增持
ZTS
ZOETIS INC CL A
-$5.6M
219,549
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$5.5M
369,355
+3%
增持
HON
HONEYWELL INTL INC COM
+$5.3M
336,300
+11%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.2M
85,184
+3%
减持
URI
UNITED RENTALS INC COM
+$4.7M
36,931
-3%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$4.6M
296,771
+6%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$4.4M
133,037
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$4.4M
57,938
+8%
减持
PWR
QUANTA SVCS INC COM
+$4.4M
106,129
-1%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$4.2M
84,655
+7%
建仓
NFE
NEW FORTRESS ENERGY INC COM CL A
+$4.2M
136,806
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$4.1M
219,491
-1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$4.0M
2,105,102
+2%
增持
ORCL
ORACLE CORP COM
+$3.9M
182,684
+1%
增持
AVGO
BROADCOM INC COM
+$3.8M
15,723
+3%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$3.7M
254,885
-12%
减持
APH
AMPHENOL CORP NEW CL A
+$3.5M
241,507
-2%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$3.5M
173,391
+68%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$3.3M
25,126
+1%
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$3.1M
132,824
-0%
增持
MRK
MERCK & CO INC COM
+$3.1M
120,829
+2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.9M
47,700
+3%
减持
ABBV
ABBVIE INC COM
+$2.8M
109,289
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$2.8M
148,563
+34%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$2.7M
350,617
-2%
增持
NTNX
NUTANIX INC CL A
+$2.6M
50,282
+403%
增持
LAZ
LAZARD INC COM
+$2.6M
178,830
+27%
增持
SCHW
SCHWAB CHARLES CORP COM
+$2.6M
681,701
+0%
增持
—
EXXON MOBIL CORP COM
+$2.3M
115,858
+4%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.3M
510,403
+5%
减持
COST
COSTCO WHSL CORP NEW COM
+$2.1M
113,053
-8%
增持
J
JACOBS SOLUTIONS INC COM
+$2.1M
80,468
+1%
增持
CAT
CATERPILLAR INC COM
+$2.0M
21,404
+9%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$1.8M
194,489
-16%
增持
SF
STIFEL FINL CORP COM
+$1.7M
127,551
+7%
减持
MCD
MCDONALDS CORP COM
-$1.7M
29,187
-13%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.7M
55,785
+12%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$1.6M
27,053
+2%
减持
BAC
BANK AMERICA CORP COM
+$1.6M
552,492
-4%
减持
APD
AIR PRODS & CHEMS INC COM
-$1.6M
1,012
-85%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.5M
9,565
+140%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$1.5M
102,218
-1%
减持
—
NXP SEMICONDUCTORS N V COM
+$1.5M
86,004
-0%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.5M
11,346
+334%
减持
SYK
STRYKER CORPORATION COM
+$1.5M
111,277
-13%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.5M
211,127
-1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.4M
642,061
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.4M
14,902
+10%
减持
META
META PLATFORMS INC CL A
+$1.4M
10,682
-1%
减持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
-$1.4M
61,590
-31%
减持
NKE
NIKE INC CL B
-$1.4M
33,278
-20%
增持
CHD
CHURCH & DWIGHT CO INC COM
+$1.4M
110,025
+3%
增持
ABT
ABBOTT LABS COM
+$1.3M
88,773
+11%
减持
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND FLEXSHARES US QUALITY LOW V
+$1.2M
483,304
-4%
增持
CCI
CROWN CASTLE INC COM
-$1.2M
240,022
+4%
减持
MFC
MANULIFE FINL CORP COM
+$1.2M
436,434
-1%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.1M
36,186
-28%
建仓
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$1.1M
40,191
减持
HD
HOME DEPOT INC COM
-$1.0M
256,169
-11%
减持
—
EATON CORP PLC SHS
+$960.1K
13,418
-0%
增持
PANW
PALO ALTO NETWORKS INC COM
+$948.3K
31,272
+16%
减持
IYE
ISHARES U.S. ENERGY ETF
+$944.9K
244,799
-3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$941.5K
12,913
+12%
增持
SEIC
SEI INVTS CO COM
+$939.2K
108,764
+0%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$937.9K
147,594
-18%
建仓
ARCC
ARES CAPITAL CORP COM
+$931.7K
44,750
增持
VO
VANGUARD MID-CAP ETF
+$929.8K
29,003
+7%
增持
VB
VANGUARD SMALL-CAP ETF
+$914.6K
32,718
+6%
清仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$908.5K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$889.3K
76,682
+2%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$882.8K
65,529
+5%
建仓
CHEF
CHEFS WHSE INC COM
+$882.4K
23,430
减持
VLTO
VERALTO CORP COM SHS
-$881.9K
58,707
-21%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$880.0K
250,798
-11%
增持
JNJ
JOHNSON & JOHNSON COM
+$879.1K
389,163
+1%
减持
WMB
WILLIAMS COS INC COM
+$846.1K
226,493
-1%
增持
VTV
VANGUARD VALUE ETF
+$839.3K
13,090
+51%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$835.0K
9,218
+51%
增持
NOW
SERVICENOW INC COM
+$833.7K
10,577
+3%
增持
EMR
EMERSON ELEC CO COM
+$825.5K
43,503
+3%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$815.8K
79,128
-1%
减持
RMD
RESMED INC COM
-$800.8K
2,026
-71%
减持
COF
CAPITAL ONE FINL CORP COM
-$798.5K
2,789
-70%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$789.4K
221,678
+396%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$786.4K
459,495
-3%
增持
KMB
KIMBERLY-CLARK CORP COM
+$765.1K
33,785
+14%
减持
IAT
ISHARES U.S. REGIONAL BANKS ETF
-$677.6K
64,259
-22%
减持
SBUX
STARBUCKS CORP COM
-$675.6K
53,441
-8%
减持
ENTG
ENTEGRIS INC COM
+$591.1K
31,820
-2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$589.3K
153,179
-2%
建仓
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$569.2K
17,816
减持
CSCO
CISCO SYS INC COM
-$566.0K
190,823
-4%
增持
GE
GE AEROSPACE COM NEW
+$550.4K
10,805
+2%
减持
TTD
THE TRADE DESK INC COM CL A
+$547.0K
87,017
-11%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$526.3K
14,971
+15%
增持
KO
COCA COLA CO COM
+$526.2K
129,931
+3%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$521.0K
21,686
-3%
增持
TSLA
TESLA INC COM
-$515.0K
9,125
+7%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$508.1K
28,533
+116%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$498.5K
37,475
-11%
增持
RTX
RTX CORPORATION COM
+$484.1K
22,028
+11%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$465.6K
446,854
-1%
建仓
VIRT
VIRTU FINL INC CL A
+$462.5K
22,539
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$459.8K
11,391
+7%
增持
LOW
LOWES COS INC COM
+$453.0K
8,577
+10%
增持
AXP
AMERICAN EXPRESS CO COM
+$450.5K
6,364
+19%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$436.1K
0
-100%
增持
NFLX
NETFLIX INC COM
+$434.3K
2,835
+7%
清仓
REYN
REYNOLDS CONSUMER PRODS INC COM
-$432.8K
0
-100%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$425.4K
83,937
+7%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$420.0K
14,106
+8%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$416.8K
15,697
+40%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$406.1K
13,362
+3%
增持
NVO
NOVO-NORDISK A S ADR
+$405.5K
5,335
+97%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$402.5K
20,182
-3%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$396.9K
15,067
-36%
建仓
QLTY
GMO U.S. QUALITY ETF
+$389.0K
13,099
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$388.3K
0
-100%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$373.4K
42,333
+5%
建仓
UPS
UNITED PARCEL SERVICE INC CL B
+$367.8K
2,474
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$367.7K
382
