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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 65
减持 77
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$68.8M
560,324
+0%
减持
SCHW
SCHWAB CHARLES CORP COM
-$37.7M
136,242
-79%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$37.2M
397,823
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。
+731%
增持
NVDA
NVIDIA CORPORATION COM
+$37.1M
573,917
+16%
增持
AMZN
AMAZON COM INC COM
+$34.2M
977,228
+3%
增持
META
META PLATFORMS INC CL A
+$33.9M
196,093
+2%
减持
AAPL
APPLE INC COM
-$30.7M
1,454,270
-2%
增持
FISV
FISERV INC COM
-$27.1M
682,277
+4%
减持
JNJ
JOHNSON & JOHNSON COM
-$25.0M
246,559
-35%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$24.9M
463,776
-33%
减持
BKNG
BOOKING HOLDINGS INC COM
+$22.9M
19,901
-1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$22.0M
876,232
-33%
增持
TXN
TEXAS INSTRS INC COM
+$21.0M
185,353
+90%
减持
AVGO
BROADCOM INC COM
+$20.8M
193,916
-1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$19.9M
407,347
+343%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$17.7M
801,881
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$17.5M
95,309
-16%
增持
ORCL
ORACLE CORP COM
+$16.5M
192,186
+5%
增持
CME
CME GROUP INC COM
+$14.8M
171,301
+40%
减持
APH
AMPHENOL CORP NEW CL A
+$14.6M
443,071
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$13.1M
130,330
+8%
减持
AMAT
APPLIED MATLS INC COM
+$12.8M
347,621
-1%
减持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$12.7M
859,938
-24%
减持
PWR
QUANTA SVCS INC COM
+$12.2M
101,768
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$11.5M
260,158
+0%
减持
JPM
JPMORGAN CHASE & CO. COM
+$11.0M
250,958
-0%
减持
KLAC
KLA CORP COM NEW
+$10.8M
52,055
-1%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$10.5M
272,497
+69%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$9.7M
212,088
-28%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$9.4M
264,038
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$7.6M
364,278
-0%
增持
MA
MASTERCARD INCORPORATED CL A
+$7.4M
73,629
+19%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$7.2M
86,607
-25%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$6.7M
322,659
-5%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$5.7M
410,275
+1%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$5.7M
1,227,398
+1%
减持
ADBE
ADOBE INC COM
-$5.6M
129,998
-11%
减持
IQV
IQVIA HLDGS INC COM
-$5.4M
112,612
-14%
减持
KVUE
KENVUE INC COM
-$5.0M
1,434,344
-2%
减持
BX
BLACKSTONE INC COM
+$4.9M
506,969
-0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$4.6M
55
-2%
增持
URI
UNITED RENTALS INC COM
+$4.5M
35,478
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$4.2M
202,989
-2%
减持
FTV
FORTIVE CORP COM
-$4.2M
81,675
-30%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$4.2M
474,778
-3%
增持
QLTY
GMO U.S. QUALITY ETF SHS
+$4.1M
1,075,016
+3%
减持
XYL
XYLEM INC COM
+$4.0M
463,638
-1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.9M
446,003
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.7M
424,788
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$3.7M
1,054,561
+3%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$3.7M
187,775
-1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$3.6M
1,632,125
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$3.5M
57,962
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$3.4M
8,795
+200%
减持
ABBV
ABBVIE INC COM
-$3.0M
118,089
-1%
增持
BAC
BANK AMERICA CORP COM
+$2.9M
517,737
+0%
减持
IYE
ISHARES U.S. ENERGY ETF
-$2.8M
178,601
-19%
减持
VOO
VANGUARD S&P 500 ETF
+$2.7M
55,971
-1%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$2.7M
27,055
-0%
增持
NOW
SERVICENOW INC COM
+$2.7M
11,053
+1%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$2.6M
8,516
-73%
减持
ZTS
ZOETIS INC CL A
-$2.6M
210,665
-2%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$2.5M
98,812
-0%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$2.4M
89,392
-1%
减持
—
NXP SEMICONDUCTORS N V COM
+$2.3M
83,242
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
+$2.2M
75,969
-3%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$2.2M
13,778
-0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.1M
25,684
+0%
减持
CVX
CHEVRON CORP NEW COM
-$2.1M
73,666
-3%
增持
OLED
UNIVERSAL DISPLAY CORP COM
+$2.0M
131,706
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$2.0M
156,515
-1%
减持
SEIC
SEI INVTS CO COM
+$1.9M
201,193
-3%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.9M
75,100
-2%
增持
NFLX
NETFLIX INC COM
+$1.8M
3,954
+5%
减持
—
EXXON MOBIL CORP COM
-$1.8M
127,785
-2%
减持
LLY
ELI LILLY & CO COM
-$1.8M
36,856
-0%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$1.7M
3,459,919
+2%
增持
TFI
SPDR NUVEEN ICE MUNICIPAL BOND ETF
+$1.7M
197,508
+25%
减持
—
AON PLC SHS CL A
-$1.7M
6,125
-36%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$1.6M
109,510
-0%
减持
SPGI
S&P GLOBAL INC COM
+$1.5M
80,020
-0%
增持
QCOM
QUALCOMM INC COM
+$1.5M
245,350
+0%
减持
PEP
PEPSICO INC COM
-$1.5M
69,639
-2%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.5M
43,437
+0%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.4M
120,856
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.4M
25,692
+4%
减持
SYK
STRYKER CORPORATION COM
-$1.4M
51,730
-12%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.4M
4,419
-18%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$1.4M
475,183
+10%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.4M
51,630
+10%
减持
V
VISA INC COM CL A
+$1.4M
343,454
-0%
减持
CSCO
CISCO SYS INC COM
+$1.4M
183,125
-0%
减持
ADI
ANALOG DEVICES INC COM
+$1.4M
40,841
-1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.3M
107,494
+8%
减持
HON
HONEYWELL INTL INC COM
-$1.3M
315,230
-11%
增持
—
EATON CORP PLC SHS
+$1.3M
15,165
+1%
建仓
RAL
RALLIANT CORP COM
+$1.3M
26,981
减持
CAT
CATERPILLAR INC COM
+$1.3M
22,567
-1%
增持
TSLA
TESLA INC COM
+$1.3M
11,423
+25%
减持
TTD
THE TRADE DESK INC COM CL A
+$1.2M
75,168
-2%
增持
SF
STIFEL FINL CORP COM
+$1.2M
127,406
+0%
增持
EMR
EMERSON ELEC CO COM
+$1.2M
45,536
+3%
减持
HD
HOME DEPOT INC COM
-$1.2M
186,272
-2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.2M
146,840
+4%
增持
NFE
NEW FORTRESS ENERGY INC COM CL A
-$1.2M
249,000
+4%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$1.1M
455,275
+4%
增持
MRK
MERCK & CO INC COM
-$1.1M
110,446
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.1M
18,280
+10%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.1M
85,911
-2%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$998.9K
16,150
增持
LAZ
LAZARD INC COM
+$966.1K
183,624
+1%
增持
GEV
GE VERNOVA INC COM
+$948.6K
3,709
+12%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$907.3K
16,264
+5%
增持
J
JACOBS SOLUTIONS INC COM
+$904.1K
80,432
+1%
减持
CRM
SALESFORCE INC COM
+$902.0K
298,132
-0%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$893.3K
46,251
-1%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$887.3K
268,159
-10%
减持
KMI
KINDER MORGAN INC DEL COM
+$876.2K
1,224,050
-1%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$868.6K
176,541
-1%
减持
MCD
MCDONALDS CORP COM
-$764.1K
32,506
-1%
增持
GE
GE AEROSPACE COM NEW
+$746.8K
13,024
+0%
增持
MS
MORGAN STANLEY COM NEW
+$746.1K
16,155
+23%
增持
INTU
INTUIT COM
+$737.3K
2,947
+14%
增持
WMT
WALMART INC COM
+$733.2K
56,856
+3%
增持
DHR
DANAHER CORPORATION COM
-$728.4K
329,621
+3%
建仓
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$719.3K
9,460
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$671.4K
393,926
-0%
清仓
—
H & E EQUIPMENT SERVICES INC COM
-$670.0K
0
-100%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$668.1K
51,634
-24%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$658.5K
44,743
+15%
减持
DIS
DISNEY WALT CO COM
+$648.1K
64,714
-13%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$645.4K
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$640.5K
11,721
-2%
增持
ARCC
ARES CAPITAL CORP COM
+$621.2K
230,327
+15%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$613.5K
3,865
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$609.1K
33,817
+1%
建仓
EFIV
SPDR S&P 500 ESG ETF
+$607.6K
10,378
减持
VO
VANGUARD MID-CAP ETF
+$604.2K
31,049
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$596.4K
6,740
+20%
建仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$584.3K
10,483
增持
PM
PHILIP MORRIS INTL INC COM
+$556.9K
19,279
+4%
减持
WMB
WILLIAMS COS INC COM
+$552.1K
219,274
-1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$542.9K
36,639
+23%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$541.6K
22,258
+32%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$535.1K
2,242
减持
ATI
ATI INC COM
+$533.1K
17,052
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$510.4K
10,043
-2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$498.6K
18,160
-1%
减持
BA
BOEING CO COM
-$496.1K
2,868
-55%
减持
WFC
WELLS FARGO CO NEW COM
+$494.6K
63,546
-1%
