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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 66
减持 69
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$56.2M
1,452,118
-0%
建仓
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$34.7M
1,015,781
建仓
IQV
IQVIA HLDGS INC COM
+$33.9M
160,245
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
QLTY
GMO U.S. QUALITY ETF
+$27.4M
897,336
+6750%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$27.0M
736,026
+4%
减持
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
-$26.7M
43,791
-91%
增持
MSFT
MICROSOFT CORP COM
+$20.4M
630,517
+1%
增持
AMZN
AMAZON COM INC COM
+$19.9M
839,745
+6%
减持
HD
HOME DEPOT INC COM
-$18.8M
230,755
-10%
增持
NVDA
NVIDIA CORPORATION COM
+$17.7M
298,301
+1305%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$13.4M
43,279
增持
AMAT
APPLIED MATLS INC COM
+$13.3M
394,005
+2%
增持
BKNG
BOOKING HOLDINGS INC COM
+$13.2M
19,395
+11%
增持
ADBE
ADOBE INC COM
+$12.7M
148,504
+7%
增持
GOOG
ALPHABET INC CAP STK CL C
+$11.7M
370,359
+0%
减持
SHW
SHERWIN WILLIAMS CO COM
-$11.0M
120,140
-11%
增持
KLAC
KLA CORP COM NEW
+$8.9M
53,015
+6%
减持
QCOM
QUALCOMM INC COM
+$8.7M
294,666
-0%
增持
TJX
TJX COS INC NEW COM
+$8.2M
794,243
+2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$8.0M
214,904
+2%
减持
OLED
UNIVERSAL DISPLAY CORP COM
+$5.5M
132,744
-0%
增持
HON
HONEYWELL INTL INC COM
+$5.5M
348,967
+4%
增持
FTV
FORTIVE CORP COM
-$5.2M
538,704
+3%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$5.1M
3,123,024
+9%
增持
FISV
FISERV INC COM
-$5.0M
661,680
+2%
增持
AVGO
BROADCOM INC COM
+$4.9M
16,037
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$4.8M
388,241
-0%
增持
DIS
DISNEY WALT CO COM
-$4.8M
272,671
+5%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$4.7M
44,673
+1550%
增持
V
VISA INC COM CL A
-$4.6M
342,670
+1%
增持
APH
AMPHENOL CORP NEW CL A
+$4.6M
481,429
+99%
增持
BX
BLACKSTONE INC COM
-$4.4M
602,092
+0%
减持
COST
COSTCO WHSL CORP NEW COM
+$4.4M
102,608
-9%
减持
SYK
STRYKER CORPORATION COM
-$4.4M
104,218
-6%
减持
STT
STATE STR CORP COM
-$4.0M
18,478
-73%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.7M
1,177,825
-5%
减持
LLY
ELI LILLY & CO COM
+$3.6M
35,546
-3%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$3.6M
370,732
+6%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$3.4M
53,259
+239%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.2M
59,009
+679%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$3.1M
56
-5%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$3.1M
57,583
-39%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$3.0M
122,533
-20%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$2.8M
266,030
+3%
减持
ORCL
ORACLE CORP COM
+$2.8M
182,221
-0%
减持
URI
UNITED RENTALS INC COM
-$2.8M
36,916
-0%
减持
XYL
XYLEM INC COM
+$2.7M
478,079
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.6M
245,601
+1%
减持
CCI
CROWN CASTLE INC COM
-$2.4M
234,957
-2%
减持
NFE
NEW FORTRESS ENERGY INC COM CL A
-$2.3M
84,806
-38%
减持
VOO
VANGUARD S&P 500 ETF
-$2.3M
51,112
-12%
增持
CRM
SALESFORCE INC COM
-$2.2M
293,434
+14%
增持
SPGI
S&P GLOBAL INC COM
+$2.2M
79,101
+2%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.1M
23,057
+103%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.9M
31,923
+2%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.9M
70,884
+117%
增持
—
EXXON MOBIL CORP COM
+$1.8M
132,824
+15%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$1.8M
560,648
+13%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.8M
526,701
+3%
减持
KMI
KINDER MORGAN INC DEL COM
+$1.8M
1,267,238
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$1.7M
120,772
+2%
减持
—
NXP SEMICONDUCTORS N V COM
+$1.7M
85,455
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.7M
22,212
+10%
清仓
—
PIONEER NAT RES CO COM
-$1.7M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$1.6M
25,106
-0%
增持
STZ
CONSTELLATION BRANDS INC CL A
-$1.6M
134,165
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$1.6M
77,448
-2%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.6M
249,966
-5%
减持
NEE
NEXTERA ENERGY INC COM
-$1.6M
112,026
-25%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$1.6M
87,001
+3%
增持
DHR
DANAHER CORPORATION COM
+$1.5M
331,984
+2%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$1.5M
132,755
-10%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$1.5M
2,146,042
+2%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.5M
323,620
+9%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.4M
271,919
+7%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$1.4M
203,320
+17%
减持
SBUX
STARBUCKS CORP COM
-$1.3M
46,131
-14%
增持
ZTS
ZOETIS INC CL A
+$1.3M
221,645
+1%
减持
MCD
MCDONALDS CORP COM
-$1.2M
27,421
-6%
减持
J
JACOBS SOLUTIONS INC COM
-$1.2M
79,847
-1%
减持
ABBV
ABBVIE INC COM
-$1.2M
109,064
-0%
减持
CVS
CVS HEALTH CORP COM
-$1.2M
20,758
-31%
减持
ABT
ABBOTT LABS COM
-$1.1M
86,382
-3%
减持
PEP
PEPSICO INC COM
-$1.1M
75,542
-2%
增持
WMB
WILLIAMS COS INC COM
+$995.7K
231,108
+2%
减持
CSCO
CISCO SYS INC COM
-$980.0K
179,835
-6%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$978.4K
456,025
-1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$905.2K
106,507
-4%
减持
MDLZ
MONDELEZ INTL INC CL A
-$876.7K
79,159
-9%
增持
SF
STIFEL FINL CORP COM
+$876.4K
128,902
+1%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$875.1K
10,775
+250%
减持
ADI
ANALOG DEVICES INC COM
+$854.2K
32,293
-2%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$846.1K
217,911
-1%
增持
ARCC
ARES CAPITAL CORP COM
+$828.3K
84,454
+89%
增持
F
FORD MTR CO DEL COM
+$813.2K
77,869
+533%
减持
NKE
NIKE INC CL B
-$805.8K
30,804
-7%
增持
MRK
MERCK & CO INC COM
-$793.5K
122,375
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$791.5K
248,708
+1%
减持
STAG
STAG INDL INC COM
-$790.4K
293,516
-1%
减持
SEIC
SEI INVTS CO COM
-$785.1K
108,750
-0%
增持
KVUE
KENVUE INC COM
-$779.8K
1,537,348
+15%
减持
INTC
INTEL CORP COM
-$761.7K
32,322
-19%
减持
PWR
QUANTA SVCS INC COM
-$748.5K
105,568
-1%
增持
MFC
MANULIFE FINL CORP COM
+$745.0K
437,698
+0%
减持
TXN
TEXAS INSTRS INC COM
+$743.1K
37,615
-0%
建仓
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
+$741.9K
34,000
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$738.9K
28,446
-4%
增持
CAT
CATERPILLAR INC COM
-$679.4K
21,506
+0%
增持
AMGN
AMGEN INC COM
+$667.3K
10,460
+14%
减持
SPY
SPDR S&P 500 ETF TRUST
+$658.1K
47,056
-1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$647.6K
52,255
-6%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$634.3K
15,790
+12%
减持
MA
MASTERCARD INCORPORATED CL A
-$628.2K
14,843
-0%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$614.1K
26,557
-2%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$573.1K
65,721
+0%
增持
RARE
ULTRAGENYX PHARMACEUTICAL INC COM
-$559.5K
100,280
+0%
减持
BAC
BANK AMERICA CORP COM
+$554.8K
540,741
-2%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$548.8K
32,290
-14%
增持
SHOP
SHOPIFY INC CL A
-$545.0K
55,087
+2%
增持
LAZ
LAZARD INC COM
-$517.0K
182,572
+2%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$509.9K
186,447
-4%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$505.4K
434,617
-3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$482.9K
12,992
+1%
减持
IYE
ISHARES U.S. ENERGY ETF
-$466.2K
242,226
-1%
建仓
GEV
GE VERNOVA INC COM
+$448.3K
2,614
减持
GILD
GILEAD SCIENCES INC COM
-$421.5K
11,060
-31%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$420.7K
2,561
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$410.4K
5,210
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$405.5K
101,843
-0%
清仓
RMD
RESMED INC COM
-$401.2K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$388.8K
2,820
减持
EFA
ISHARES MSCI EAFE ETF
-$384.4K
141,337
-1%
减持
SCHW
SCHWAB CHARLES CORP COM
+$382.7K
674,407
-1%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$367.8K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC COM
-$364.7K
21,479
+1%
减持
LOW
LOWES COS INC COM
-$364.1K
8,258
-4%
减持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
-$359.6K
54,295
-12%
增持
WMT
WALMART INC COM
+$358.1K
30,770
+7%
增持
KO
COCA COLA CO COM
+$354.7K
130,461
+0%
建仓
VEEV
VEEVA SYS INC CL A COM
+$352.8K
1,928
减持
VB
VANGUARD SMALL-CAP ETF
-$347.8K
32,706
-0%
建仓
HEI/A
HEICO CORP NEW CL A
+$346.5K
1,952
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$346.2K
9,175
-19%
减持
PG
PROCTER AND GAMBLE CO COM
+$338.1K
156,054
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$335.4K
5,245
-49%
建仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$334.1K
1,892
清仓
CMA
COMERICA INC COM
-$332.7K
0
-100%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$328.3K
189,341
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$327.0K
5,632
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$326.5K
4,275
-51%
