小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 78
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC CL A
+$44.3M
182,504
+67%
增持
AMZN
AMAZON COM INC COM
+$35.1M
942,338
+2%
建仓
CME
CME GROUP INC COM
+$26.7M
115,092
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
AAPL
APPLE INC COM
+$25.5M
1,458,633
+0%
减持
CCI
CROWN CASTLE INC COM
-$24.2M
47,938
-80%
减持
IQV
IQVIA HLDGS INC COM
-$22.1M
95,316
-45%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$20.2M
772,948
+2%
增持
CRM
SALESFORCE INC COM
+$18.9M
297,472
+1%
减持
FISV
FISERV INC COM
+$17.0M
660,489
-0%
减持
DHR
DANAHER CORPORATION COM
-$16.8M
330,306
-1%
减持
AMAT
APPLIED MATLS INC COM
-$14.6M
357,789
-1%
减持
BKNG
BOOKING HOLDINGS INC COM
+$14.5M
19,873
-1%
增持
V
VISA INC COM CL A
+$14.4M
343,615
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$13.5M
119,758
-2%
增持
AVGO
BROADCOM INC COM
+$13.2M
180,542
+9%
减持
ADBE
ADOBE INC COM
-$12.2M
147,205
-2%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$11.4M
967,902
-7%
减持
HD
HOME DEPOT INC COM
-$11.4M
206,966
-9%
减持
DIS
DISNEY WALT CO COM
-$11.2M
117,186
-54%
减持
SHW
SHERWIN WILLIAMS CO COM
-$10.8M
94,326
-16%
增持
IVV
ISHARES CORE S&P 500 ETF
+$10.2M
123,208
+14%
增持
SEIC
SEI INVTS CO COM
+$9.7M
209,032
+91%
减持
XYL
XYLEM INC COM
-$9.4M
474,127
-1%
减持
BX
BLACKSTONE INC COM
+$9.2M
507,425
-1%
增持
OLED
UNIVERSAL DISPLAY CORP COM
-$8.3M
134,507
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$8.1M
247,066
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$7.9M
384,425
-2%
减持
ZTS
ZOETIS INC CL A
-$7.8M
218,775
-2%
减持
TJX
TJX COS INC NEW COM
-$7.5M
562,009
-12%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$6.9M
25,115
+0%
增持
KLAC
KLA CORP COM NEW
-$6.7M
52,880
+2%
减持
HON
HONEYWELL INTL INC COM
+$6.4M
357,437
-1%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$6.1M
129,219
-4%
减持
KMI
KINDER MORGAN INC DEL COM
+$5.8M
1,235,742
-3%
减持
SCHW
SCHWAB CHARLES CORP COM
+$5.6M
658,815
-1%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$5.4M
407,479
+42%
增持
NVDA
NVIDIA CORPORATION COM
+$5.1M
333,742
+2%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$4.8M
270,539
+1%
增持
QCOM
QUALCOMM INC COM
-$4.6M
296,323
+0%
增持
MA
MASTERCARD INCORPORATED CL A
+$4.6M
57,976
+10%
增持
SPY
SPDR S&P 500 ETF TRUST
+$4.4M
56,478
+13%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$4.2M
416,488
+77%
减持
URI
UNITED RENTALS INC COM
-$4.0M
36,291
-1%
增持
LLY
ELI LILLY & CO COM
-$3.8M
36,050
+1%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$3.6M
87,438
-1%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$3.5M
397,108
+5%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.5M
634,334
-3%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.3M
569,234
+0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$3.0M
467,275
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$2.8M
538,353
+1%
减持
KVUE
KENVUE INC COM
-$2.7M
1,485,122
-0%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.5M
44,239
+48%
增持
—
NXP SEMICONDUCTORS N V COM
-$2.5M
86,597
+1%
减持
FTV
FORTIVE CORP COM
-$2.3M
542,425
-0%
减持
MRK
MERCK & CO INC COM
-$2.3M
116,871
-5%
增持
NFE
NEW FORTRESS ENERGY INC COM CL A
+$2.3M
217,031
+101%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$2.1M
1,174,250
+3%
增持
NOW
SERVICENOW INC COM
+$2.0M
10,795
+2%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$2.0M
193,596
-0%
增持
VOO
VANGUARD S&P 500 ETF
+$2.0M
53,858
+5%
减持
STAG
STAG INDL INC COM
-$2.0M
278,877
-4%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$1.8M
3,305,707
-0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$1.8M
310,057
-4%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.8M
137,937
-6%
增持
ABBV
ABBVIE INC COM
-$1.8M
113,021
+2%
减持
WMB
WILLIAMS COS INC COM
+$1.7M
220,543
-1%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$1.7M
11,483
减持
PWR
QUANTA SVCS INC COM
+$1.7M
104,973
-1%
减持
BAC
BANK AMERICA CORP COM
+$1.7M
528,727
-3%
减持
APH
AMPHENOL CORP NEW CL A
+$1.7M
456,760
-1%
增持
MSFT
MICROSOFT CORP COM
-$1.6M
556,183
+1%
增持
SF
STIFEL FINL CORP COM
+$1.6M
129,099
+0%
增持
ARCC
ARES CAPITAL CORP COM
+$1.6M
161,305
+72%
减持
PEP
PEPSICO INC COM
-$1.6M
74,776
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.5M
255,550
+0%
增持
TSLA
TESLA INC COM
+$1.5M
9,953
+3%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.5M
185,730
-0%
增持
WMT
WALMART INC COM
+$1.4M
46,299
+36%
增持
CSCO
CISCO SYS INC COM
+$1.4M
181,493
+3%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.3M
1,242,570
+4%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.3M
216,009
-4%
增持
RARE
ULTRAGENYX PHARMACEUTICAL INC COM
-$1.3M
101,730
+1%
减持
SHOP
SHOPIFY INC CL A
+$1.2M
52,349
-3%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$1.2M
10,773
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.2M
17,791
+28%
增持
NEE
NEXTERA ENERGY INC COM
-$1.2M
114,159
+3%
减持
MDLZ
MONDELEZ INTL INC CL A
-$1.2M
76,443
-3%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$1.2M
105,247
-14%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
13,517
+2%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.1M
23,382
+6%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.1M
20,245
-3%
增持
SPGI
S&P GLOBAL INC COM
-$1.1M
80,614
+1%
增持
—
EXXON MOBIL CORP COM
-$1.1M
130,458
+1%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$1.0M
171,955
-9%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$1.0M
16,291
-23%
增持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.0M
100,342
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.0M
3,654
+364%
建仓
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$995.2K
17,728
增持
PANW
PALO ALTO NETWORKS INC COM
+$940.2K
65,884
+104%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$925.1K
20,148
+209%
减持
NKE
NIKE INC CL B
-$882.1K
23,086
-22%
增持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
+$880.4K
288,032
+3%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$869.0K
65,404
+17%
建仓
EME
EMCOR GROUP INC COM
+$830.6K
1,830
减持
ORCL
ORACLE CORP COM
-$803.5K
182,764
-0%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$744.8K
7,368
+42%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$744.1K
9,741
+234%
增持
WFC
WELLS FARGO CO NEW COM
+$738.0K
40,277
+9%
增持
NFLX
NETFLIX INC COM
+$720.6K
3,217
+6%
增持
EMR
EMERSON ELEC CO COM
+$714.8K
44,235
+1%
增持
—
CHUBB LIMITED COM
+$707.2K
4,548
+139%
增持
QLTY
GMO U.S. QUALITY ETF
+$706.8K
1,020,262
+4%
增持
TXN
TEXAS INSTRS INC COM
-$694.9K
39,083
+1%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$689.2K
4,479
-60%
增持
KO
COCA COLA CO COM
-$684.1K
140,437
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$677.2K
11,642
+113%
减持
AMGN
AMGEN INC COM
-$655.3K
10,485
-0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$649.3K
12,139
+8%
减持
ENTG
ENTEGRIS INC COM
-$633.8K
30,055
-6%
增持
AMTM
AMENTUM HOLDINGS INC COM
-$615.5K
93,522
+17%
清仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$610.7K
0
-100%
增持
SHM
SPDR NUVEEN BLMBG ST MUNBD ETF
+$610.7K
63,348
+28%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$591.6K
5,353
减持
VLTO
VERALTO CORP COM SHS
-$586.5K
51,388
-1%
减持
IYE
ISHARES U.S. ENERGY ETF
-$585.4K
225,756
-4%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$574.4K
2,199,309
+1%
减持
TTD
THE TRADE DESK INC COM CL A
+$563.1K
76,741
-0%
增持
CAT
CATERPILLAR INC COM
-$537.1K
21,946
+1%
减持
ECL
ECOLAB INC COM
-$535.4K
16,515
-4%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$531.8K
26,584
-0%
增持
BA
BOEING CO COM
+$529.2K
5,445
+91%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$524.3K
76,072
-2%
减持
LEN
LENNAR CORP CL A
-$511.9K
9,696
-1%
减持
MCD
MCDONALDS CORP COM
-$510.4K
26,487
-2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$504.5K
158,975
+4%
减持
SBUX
STARBUCKS CORP COM
-$502.7K
43,309
-5%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$501.1K
327,695
+1054%
增持
ADI
ANALOG DEVICES INC COM
-$498.9K
32,500
+1%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$492.0K
67,928
+2%
增持
MMM
3M Company
+$451.0K
9,824
+64%
增持
CL
COLGATE PALMOLIVE CO COM
-$423.3K
34,370
+1%
清仓
—
ARISTA NETWORKS INC COM
-$422.8K
0
-100%
减持
GE
GE AEROSPACE COM NEW
-$421.5K
12,064
-7%
减持
MFC
MANULIFE FINL CORP COM
+$414.5K
437,297
-1%
增持
J
JACOBS SOLUTIONS INC COM
+$406.3K
81,482
+2%
清仓
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$406.2K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$398.3K
75,208
-2%
增持
UNP
UNION PAC CORP COM
+$395.9K
7,389
+41%
减持
HAS
HASBRO INC COM
-$395.1K
4,218
-52%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$393.9K
15,310
+9%
