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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 65
减持 76
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$74.2M
231,775
+78%
增持
NVDA
NVIDIA CORPORATION COM
+$60.5M
810,001
+41%
减持
AAPL
APPLE INC COM
+$60.0M
1,407,408
-3%
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
GOOGL
ALPHABET INC CAP STK CL A
+$50.8M
790,479
-1%
减持
FISV
FISERV INC COM
-$34.5M
644,595
-6%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$33.7M
149,318
-64%
减持
GOOG
ALPHABET INC CAP STK CL C
+$21.7M
354,287
-3%
减持
HON
HONEYWELL INTL INC COM
-$20.3M
252,093
-20%
增持
PEP
PEPSICO INC COM
+$18.1M
194,633
+179%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$17.0M
176,950
-13%
减持
CRM
SALESFORCE INC COM
-$17.0M
271,166
-9%
减持
KVUE
KENVUE INC COM
-$14.9M
928,777
-35%
减持
BKNG
BOOKING HOLDINGS INC COM
-$14.1M
18,725
-6%
减持
SEIC
SEI INVTS CO COM
-$13.9M
48,797
-76%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$13.6M
128,977
+44%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$13.3M
1,437,371
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$13.1M
225,407
-13%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$12.4M
326,945
+1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$12.2M
64,986
-69%
减持
AVGO
BROADCOM INC COM
+$10.2M
192,947
-0%
减持
BX
BLACKSTONE INC COM
+$9.9M
501,977
-1%
减持
APH
AMPHENOL CORP NEW CL A
+$9.9M
433,716
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$9.8M
99,793
+5%
减持
ORCL
ORACLE CORP COM
+$9.2M
182,011
-5%
增持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$8.4M
935,867
+9%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$8.2M
111,626
+1080%
减持
TJX
TJX COS INC NEW COM
+$8.1M
478,150
-3%
减持
MSFT
MICROSOFT CORP COM
+$7.9M
553,407
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$7.8M
244,938
-1%
增持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$7.7M
1,666,835
+2%
减持
ADBE
ADOBE INC COM
-$7.7M
120,809
-7%
减持
V
VISA INC COM CL A
-$7.6M
334,854
-3%
增持
IQV
IQVIA HLDGS INC COM
+$7.3M
131,634
+17%
增持
URI
UNITED RENTALS INC COM
+$7.2M
35,489
+0%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$7.1M
525,251
+11%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$7.0M
462,094
+16%
减持
COST
COSTCO WHSL CORP NEW COM
-$7.0M
72,718
-3%
减持
KLAC
KLA CORP COM NEW
+$6.6M
49,306
-5%
减持
XYL
XYLEM INC COM
+$6.5M
451,014
-3%
减持
IYE
ISHARES U.S. ENERGY ETF
-$6.4M
35,674
-80%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$6.2M
58,890
-32%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$6.1M
26,348
-67%
增持
ABBV
ABBVIE INC COM
+$5.9M
120,014
+2%
减持
AMAT
APPLIED MATLS INC COM
+$5.6M
337,979
-3%
增持
QLTY
GMO US QUALITY ETF
+$5.4M
1,168,016
+9%
减持
HD
HOME DEPOT INC COM
+$5.3M
181,670
-2%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$4.8M
116,824
+544%
减持
META
META PLATFORMS INC CL A
-$4.8M
190,588
-3%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$4.6M
537,199
+18%
减持
AMZN
AMAZON COM INC COM
-$4.6M
955,590
-2%
减持
JPM
JPMORGAN CHASE & CO. COM
+$4.4M
244,691
-2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$4.4M
60,370
+4%
减持
ZTS
ZOETIS INC CL A
-$4.2M
195,991
-7%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$4.0M
30,286
+18%
减持
SPGI
S&P GLOBAL INC COM
-$4.0M
78,559
-2%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$3.8M
256,265
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$3.8M
490,899
+6%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$3.8M
481,155
+1%
减持
PWR
QUANTA SVCS INC COM
+$3.4M
100,982
-1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.3M
438,169
+8%
减持
SYK
STRYKER CORPORATION COM
-$3.3M
46,366
-10%
增持
VOO
VANGUARD S&P 500 ETF
+$3.3M
57,253
+2%
增持
TXN
TEXAS INSTRS INC COM
-$3.1M
192,842
+4%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$2.9M
278,394
+4%
增持
TSLA
TESLA INC COM
+$2.8M
14,528
+27%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$2.7M
1,016,268
-4%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$2.7M
259,838
-5%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.7M
456,717
+2%
减持
DHR
DANAHER CORPORATION COM
-$2.3M
316,651
-4%
增持
CAT
CATERPILLAR INC COM
+$2.3M
23,094
+2%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.0M
74,027
+42%
减持
TTD
THE TRADE DESK INC COM CL A
-$1.9M
71,600
-5%
建仓
FLOT
ISHARES FLOATING RATE BOND ETF
+$1.9M
37,010
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$1.9M
48,494
+5%
增持
QCOM
QUALCOMM INC COM
+$1.8M
245,924
+0%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.8M
98,286
-1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$1.6M
825,895
-6%
减持
KMI
KINDER MORGAN INC DEL COM
-$1.5M
1,218,974
-0%
减持
J
JACOBS SOLUTIONS INC COM
+$1.5M
80,301
-0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.3M
13,910
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$1.3M
24,434
+0%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.3M
74,961
+2%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.3M
81,553
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.2M
20,466
+12%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.2M
43,472
+0%
减持
SF
STIFEL FINL CORP COM
+$1.2M
127,286
-0%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$1.2M
106,511
-3%
增持
—
EXXON MOBIL CORP COM
+$1.2M
132,676
+4%
建仓
GLW
CORNING INC COM
+$1.2M
14,209
增持
CVX
CHEVRON CORP NEW COM
+$1.2M
75,421
+2%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.1M
200,105
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
30,836
+20%
建仓
IT
GARTNER INC COM
+$1.1M
4,265
减持
TFI
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
-$1.1M
169,276
-14%
减持
FTV
FORTIVE CORP COM
-$1.1M
65,175
-20%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$1.1M
169,479
-10%
增持
OLED
UNIVERSAL DISPLAY CORP COM
-$1.1M
134,212
+2%
减持
CME
CME GROUP INC COM
-$1.0M
170,880
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.0M
6,079
+57%
增持
SMTH
ALPS/SMITH CORE PLUS BOND ETF
+$946.8K
48,432
+291%
增持
NOW
SERVICENOW INC COM
-$941.2K
11,325
+2%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$934.6K
54,972
+23%
清仓
—
BLUEPRINT MEDICINES CORP COM
-$917.4K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$891.0K
19,533
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$887.4K
9,151
-9%
增持
LAZ
LAZARD INC COM
+$882.7K
183,649
+0%
建仓
FLRT
PACER PACIFIC ASSET FLTNG RT HI INC ETF
+$869.5K
18,348
减持
DIS
DISNEY WALT CO COM
-$829.4K
62,846
-3%
增持
AMGN
AMGEN INC COM
+$820.9K
13,448
+26%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$789.6K
26,175
-3%
减持
—
NXP SEMICONDUCTORS N V COM
+$768.7K
83,240
-0%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$765.0K
21,365
-3%
增持
RTX
RTX CORPORATION COM
+$761.7K
27,846
+4%
减持
PLMR
PALOMAR HLDGS INC COM
-$760.7K
15,136
-8%
增持
KVYO
KLAVIYO INC COM SER A
-$758.9K
128,934
+0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$749.5K
145,089
-1%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$745.9K
9,575
+18%
增持
WMT
WALMART INC COM
+$708.9K
60,822
+7%
清仓
INDA
ISHARES MSCI INDIA ETF
-$691.7K
0
-100%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$653.8K
12,020
+3%
减持
BAC
BANK AMERICA CORP COM
+$653.4K
487,551
-6%
增持
INDB
INDEPENDENT BK CORP MASS COM
+$652.1K
96,971
+1%
减持
STAG
STAG INDL INC COM
-$643.6K
252,463
-4%
清仓
ANSS
ANSYS INC COM
-$636.8K
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$636.7K
6,132
+17%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$635.4K
76,107
-22%
减持
RARE
ULTRAGENYX PHARMACEUTICAL INC COM
-$635.1K
100,644
-0%
增持
KO
COCA COLA CO COM
-$593.5K
146,124
+1%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$593.3K
3,464,589
+0%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$580.7K
8,851
+28%
减持
DE
DEERE & CO COM
-$573.5K
2,362
-27%
减持
RAL
RALLIANT CORP COM
-$535.9K
17,667
-35%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$535.0K
17,707
+2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$531.7K
103,341
-4%
减持
GE
GE AEROSPACE COM NEW
+$531.0K
12,909
-1%
增持
CBRE
CBRE GROUP INC CL A
+$529.9K
25,803
+2%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$525.9K
24,127
-7%
减持
CL
COLGATE PALMOLIVE CO COM
-$522.5K
34,168
-5%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$521.9K
50,830
-0%
减持
CCI
CROWN CASTLE INC COM
-$496.1K
26,390
-11%
建仓
TSCO
TRACTOR SUPPLY CO COM
+$494.7K
8,698
增持
LOW
LOWES COS INC COM
+$492.0K
10,048
+10%
增持
BLK
BLACKROCK INC COM
+$484.2K
2,208
+11%
增持
GLD
SPDR GOLD SHARES
+$483.3K
6,715
+8%
减持
SHEL
SHELL PLC SPON ADS
-$479.3K
6,431
-52%
减持
MDLZ
MONDELEZ INTL INC CL A
-$473.9K
72,953
-2%
增持
VO
VANGUARD MID-CAP ETF
+$469.7K
31,177
+0%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$462.5K
18,831
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$456.8K
16,276
-38%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$442.1K
3,887
+5%
