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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 62
减持 62
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$63.6M
1,136,446
增持
AAPL
APPLE INC COM
-$36.2M
1,481,519
+2%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$32.8M
1,618,299
-26%
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。
减持
FTV
FORTIVE CORP COM
-$32.2M
115,911
-79%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$31.4M
432,409
+7350%
建仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$27.2M
297,511
增持
AMZN
AMAZON COM INC COM
-$26.6M
946,875
+0%
增持
MSFT
MICROSOFT CORP COM
-$24.6M
559,049
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$22.7M
799,135
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$22.1M
258,939
+1%
增持
CRM
SALESFORCE INC COM
-$19.1M
299,581
+1%
建仓
DEO
DIAGEO PLC SPON ADR NEW
+$16.9M
161,696
减持
BX
BLACKSTONE INC COM
-$16.6M
507,184
-0%
减持
SYK
STRYKER CORPORATION COM
-$14.3M
58,866
-42%
减持
GOOG
ALPHABET INC CAP STK CL C
-$12.8M
365,051
-0%
增持
V
VISA INC COM CL A
+$11.9M
343,927
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$11.1M
208,035
-4%
减持
HD
HOME DEPOT INC COM
-$11.0M
189,620
-8%
增持
TXN
TEXAS INSTRS INC COM
+$10.2M
97,473
+149%
减持
DHR
DANAHER CORPORATION COM
-$10.0M
321,180
-3%
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$9.7M
26,423
-91%
减持
ADBE
ADOBE INC COM
-$9.6M
145,756
-1%
增持
AVGO
BROADCOM INC COM
-$9.2M
195,203
+8%
减持
FISV
FISERV INC COM
+$9.1M
655,445
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$8.7M
493,984
+48%
减持
QCOM
QUALCOMM INC COM
-$7.9M
244,782
-17%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$7.6M
89,939
+3%
减持
AMAT
APPLIED MATLS INC COM
-$7.3M
350,644
-2%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$7.3M
115,905
-10%
减持
TJX
TJX COS INC NEW COM
-$7.2M
498,150
-11%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$7.1M
1,020,086
+5%
减持
JNJ
JOHNSON & JOHNSON COM
+$7.1M
378,058
-2%
减持
PWR
QUANTA SVCS INC COM
-$6.9M
103,207
-2%
增持
BKNG
BOOKING HOLDINGS INC COM
-$6.4M
20,037
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$6.2M
112,829
-6%
减持
HON
HONEYWELL INTL INC COM
-$6.0M
353,002
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$5.9M
267,800
-1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$5.7M
695,440
+10%
增持
CME
CME GROUP INC COM
+$5.7M
122,231
+6%
减持
DIS
DISNEY WALT CO COM
-$5.7M
74,743
-36%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$5.6M
440,314
-18%
减持
ORCL
ORACLE CORP COM
-$4.9M
182,524
-0%
增持
ABBV
ABBVIE INC COM
+$4.9M
119,093
+5%
减持
TTD
THE TRADE DESK INC COM CL A
-$4.8M
76,336
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$4.7M
120,630
-2%
增持
IQV
IQVIA HLDGS INC COM
+$4.4M
131,037
+37%
增持
META
META PLATFORMS INC CL A
+$4.0M
192,340
+5%
建仓
KVYO
KLAVIYO INC COM SER A
+$3.9M
128,941
增持
MA
MASTERCARD INCORPORATED CL A
+$3.5M
62,074
+7%
建仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$3.5M
67,916
减持
URI
UNITED RENTALS INC COM
-$3.3M
35,455
-2%
减持
KVUE
KENVUE INC COM
+$3.3M
1,459,631
-2%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.2M
487,779
-14%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$2.8M
98,842
-1%
增持
NOW
SERVICENOW INC COM
-$2.8M
10,919
+1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$2.7M
1,309,625
+5%
增持
LLY
ELI LILLY & CO COM
+$2.7M
36,946
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.6M
10,275
+77%
增持
MCD
MCDONALDS CORP COM
+$2.6M
32,850
+24%
减持
APH
AMPHENOL CORP NEW CL A
-$2.6M
444,367
-3%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.5M
251,690
+2%
减持
KLAC
KLA CORP COM NEW
+$2.5M
52,715
-0%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$2.5M
189,635
-2%
建仓
PLMR
PALOMAR HLDGS INC COM
+$2.4M
17,320
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$2.1M
81,418
+20%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$2.1M
99,535
-9%
减持
—
NXP SEMICONDUCTORS N V COM
-$2.1M
83,614
-3%
增持
ABT
ABBOTT LABS COM
+$2.1M
91,815
+3%
建仓
AMJB
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
+$2.0M
62,516
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$2.0M
24,348
-3%
建仓
BJ
BJS WHSL CLUB HLDGS INC COM
+$1.8M
15,931
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$1.8M
436,676
+7%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$1.8M
3,384,008
+2%
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$1.8M
3,120
增持
CVX
CHEVRON CORP NEW COM
+$1.8M
75,790
+1%
减持
MRK
MERCK & CO INC COM
-$1.8M
109,751
-6%
增持
WFC
WELLS FARGO CO NEW COM
+$1.8M
64,030
+59%
建仓
PATK
PATRICK INDS INC COM
+$1.7M
20,559
减持
SF
STIFEL FINL CORP COM
-$1.7M
127,217
-1%
减持
BAC
BANK AMERICA CORP COM
-$1.7M
516,418
-2%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$1.7M
47,887
+50%
减持
LAZ
LAZARD INC COM
-$1.7M
181,159
-2%
减持
TSLA
TESLA INC COM
-$1.7M
9,113
-8%
增持
KO
COCA COLA CO COM
+$1.6M
144,985
+3%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.6M
47,526
-27%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$1.6M
1,577
+186%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$1.5M
25,038
+522%
减持
VLTO
VERALTO CORP COM SHS
-$1.5M
38,038
-26%
增持
—
EXXON MOBIL CORP COM
+$1.5M
130,832
+0%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$1.5M
10,234
+155%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.5M
87,518
-7%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$1.5M
6,346
建仓
DSGX
DESCARTES SYS GROUP INC COM
+$1.5M
14,469
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$1.5M
31,974
-27%
增持
ADI
ANALOG DEVICES INC COM
+$1.4M
41,407
+27%
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$1.4M
23,325
减持
SCHW
SCHWAB CHARLES CORP COM
+$1.4M
640,928
-3%
建仓
—
STERIS PLC SHS USD
+$1.4M
6,189
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.4M
407,248
+3%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$1.4M
73,199
-4%
建仓
GTLS
CHART INDS INC COM
+$1.4M
9,442
建仓
HASI
HA SUSTAINABLE INFRA CAP INC COM
+$1.4M
46,363
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$1.3M
131,315
-2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.3M
77,969
+18%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$1.3M
356,623
-14%
增持
NFE
NEW FORTRESS ENERGY INC COM CL A
-$1.3M
239,031
+10%
减持
STT
STATE STR CORP COM
-$1.3M
18,763
-38%
增持
WMB
WILLIAMS COS INC COM
+$1.3M
221,227
+0%
减持
KMI
KINDER MORGAN INC DEL COM
+$1.3M
1,230,663
-0%
建仓
MAS
MASCO CORP COM
+$1.2M
17,729
减持
J
JACOBS SOLUTIONS INC COM
-$1.2M
79,979
-2%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$1.2M
22,598
+12%
建仓
EA
ELECTRONIC ARTS INC COM
+$1.2M
7,965
建仓
HQY
HEALTHEQUITY INC COM
+$1.1M
12,762
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$1.1M
38,954
+93%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$1.1M
46,520
-11%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.1M
296,208
-4%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.1M
419,457
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
24,637
+8%
减持
SEIC
SEI INVTS CO COM
-$1.1M
207,973
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.1M
114,471
-17%
增持
—
CYBERARK SOFTWARE LTD SHS
+$1.1M
4,621
+205%
增持
WM
WASTE MGMT INC DEL COM
+$1.0M
6,301
+206%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$1.0M
20,676
+88%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$1.0M
339,568
+4%
建仓
PHM
PULTE GROUP INC COM
+$1.0M
9,794
增持
NOC
NORTHROP GRUMMAN CORP COM
+$970.1K
2,652
+221%
减持
CCI
CROWN CASTLE INC COM
-$962.8K
32,506
-32%
建仓
ATI
ATI INC COM
+$939.2K
18,051
减持
XYL
XYLEM INC COM
+$933.8K
468,291
-1%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$908.0K
29,245
+65%
增持
ARCC
ARES CAPITAL CORP COM
+$905.8K
200,216
+24%
建仓
INDA
ISHARES MSCI INDIA ETF
+$899.3K
17,468
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$859.9K
7,128
+113%
增持
RJF
RAYMOND JAMES FINL INC COM
+$856.6K
8,383
+323%
清仓
EME
EMCOR GROUP INC COM
-$830.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
-$824.4K
57,699
+2%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$817.7K
12,011
-46%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$810.9K
178,514
-4%
建仓
—
ARIS WATER SOLUTIONS INC CLASS A COM
+$809.4K
25,261
减持
SWK
STANLEY BLACK & DECKER INC COM
-$801.4K
6,589
-60%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$797.7K
2,927
+118%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$780.3K
23,497
清仓
MTZ
MASTEC INC COM
-$768.8K
0
-100%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$763.0K
26,083
+42%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$721.0K
3,728
+393%
增持
BLK
BLACKROCK INC COM
+$709.9K
1,852
+82%
增持
IWV
ISHARES RUSSELL 3000 ETF
-$709.1K
43,401
+0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$708.0K
5,357
+29%
减持
PEP
PEPSICO INC COM
-$704.4K
71,135
-5%
