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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 68
减持 77
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$85.2M
350,929
+51%
减持
FISV
FISERV INC COM
-$79.6M
52,330
-92%
减持
META
META PLATFORMS INC CL A
-$43.4M
146,279
-23%
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
ROP
ROPER TECHNOLOGIES INC COM
-$42.0M
50,241
-61%
增持
AVGO
BROADCOM INC COM
+$35.3M
286,039
+48%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$34.6M
724,637
-8%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$27.1M
1,999,806
+39%
减持
MSFT
MICROSOFT CORP COM
-$25.8M
539,282
-3%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$23.8M
11,128
-96%
减持
GOOG
ALPHABET INC CAP STK CL C
+$23.5M
349,793
-1%
增持
USB
US BANCORP DEL COM NEW
+$22.7M
432,040
+5529%
减持
AAPL
APPLE INC COM
+$17.1M
1,381,107
-2%
增持
BAC
BANK AMERICA CORP COM
+$16.6M
759,622
+56%
增持
ORCL
ORACLE CORP COM
-$14.5M
188,231
+3%
减持
KVUE
KENVUE INC COM
-$14.2M
48,333
-95%
减持
ZTS
ZOETIS INC CL A
-$14.2M
115,176
-41%
减持
HD
HOME DEPOT INC COM
-$12.8M
176,732
-3%
减持
AMZN
AMAZON COM INC COM
-$12.6M
854,405
-11%
增持
EOG
EOG RES INC COM
+$12.4M
157,098
+332%
减持
ADBE
ADOBE INC COM
-$12.4M
86,465
-28%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$12.3M
178,461
+603%
增持
QLTY
GMO US QUALITY ETF
+$10.9M
1,381,300
+18%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$10.7M
315,543
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$10.5M
204,583
-9%
减持
AMAT
APPLIED MATLS INC COM
+$10.0M
308,190
-9%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$9.6M
224,439
+101%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$9.3M
44,793
+48%
减持
BX
BLACKSTONE INC COM
-$8.5M
501,260
-0%
增持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
+$7.8M
218,727
+1244%
减持
HON
HONEYWELL INTL INC COM
-$7.7M
232,583
-8%
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$7.6M
70,089
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$7.3M
96,158
-4%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$7.2M
297,679
-9%
减持
XYL
XYLEM INC COM
-$6.8M
438,193
-3%
增持
NVDA
NVIDIA CORPORATION COM
+$6.5M
845,143
+4%
减持
LLY
ELI LILLY & CO COM
-$6.4M
20,435
-45%
减持
DHR
DANAHER CORPORATION COM
+$6.1M
301,000
-5%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$5.8M
18,395
-62%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$5.7M
141,481
-20%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$5.6M
650,115
+21%
增持
URI
UNITED RENTALS INC COM
-$5.1M
35,519
+0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$5.1M
535,338
+9%
减持
—
ASTRAZENECA PLC SPONSORED ADR
+$5.0M
492,285
-6%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$4.9M
508,002
+10%
建仓
PSP
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
+$4.7M
70,000
增持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$4.7M
994,466
+6%
减持
CRM
SALESFORCE INC COM
+$4.6M
260,133
-4%
减持
APH
AMPHENOL CORP CL A
+$4.3M
428,968
-1%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$4.2M
120,618
+226%
增持
COST
COSTCO WHOLESALE CORPORATION COM
-$4.2M
73,146
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$3.8M
24,257
-1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$3.8M
1,057,690
+4%
减持
BKNG
BOOKING HOLDINGS INC COM
-$3.7M
18,195
-3%
减持
JNJ
JOHNSON & JOHNSON COM
+$3.6M
236,851
-3%
增持
OLED
UNIVERSAL DISPLAY CORP COM
-$3.6M
134,476
+0%
增持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$3.5M
1,722,177
+3%
减持
TXN
TEXAS INSTRS INC COM
-$3.4M
184,646
-4%
减持
PANW
PALO ALTO NETWORKS INC COM
-$3.4M
67,940
-13%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$3.4M
243,196
-5%
减持
SHW
SHERWIN WILLIAMS CO COM
-$3.2M
77,153
-5%
增持
IT
GARTNER INC COM
+$3.2M
17,022
+299%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.0M
477,997
+9%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$2.9M
177,145
+52%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$2.9M
36,347
-38%
增持
TTD
THE TRADE DESK INC COM CL A
+$2.8M
167,209
+134%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.8M
432,665
+5%
增持
AXP
AMERICAN EXPRESS CO COM
+$2.6M
14,267
+78%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.5M
459,120
+1%
减持
V
VISA INC COM CL A
-$2.5M
318,852
-5%
减持
PG
PROCTER & GAMBLE CO COM
-$2.4M
159,112
-3%
增持
GLW
CORNING INC COM
+$2.3M
40,031
+182%
增持
TSLA
TESLA INC COM
+$2.3M
19,567
+35%
增持
CSCO
CISCO SYS INC COM
+$2.3M
192,656
+5%
增持
CAT
CATERPILLAR INC COM
+$2.2M
23,123
+0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.2M
15,124
+9%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$2.2M
175,066
+21%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$2.2M
83,606
+52%
减持
DIS
DISNEY WALT CO COM
-$2.1M
44,820
-29%
减持
MFC
MANULIFE FINL CORP COM
+$2.1M
416,958
-1%
减持
MRK
MERCK & CO INC COM
+$2.1M
103,929
-2%
增持
NOW
SERVICENOW INC COM
-$2.0M
55,037
+386%
增持
QCOM
QUALCOMM INC COM
+$2.0M
250,791
+2%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-$1.9M
86,250
+33%
减持
TJX
TJX COS INC NEW COM
+$1.9M
462,572
-3%
增持
ARCC
ARES CAPITAL CORP COM
+$1.9M
364,735
+37%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.9M
96,728
-2%
清仓
FNF
FIDELITY NATIONAL FINANCIAL IN COM SHS
-$1.8M
0
-100%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$1.7M
168,034
-1%
建仓
—
CIDARA THERAPEUTICS INC COM NEW
+$1.7M
7,683
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$1.7M
92,622
+25%
减持
KMB
KIMBERLY-CLARK CORP COM
-$1.6M
26,714
-24%
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$1.6M
0
-100%
增持
WDC
WESTERN DIGITAL CORP COM
+$1.5M
10,990
+270%
增持
SF
STIFEL FINL CORP COM
+$1.5M
127,579
+0%
减持
CME
CME GROUP INC COM
-$1.5M
163,600
-4%
减持
IQV
IQVIA HLDGS INC COM
+$1.5M
117,465
-11%
减持
SYK
STRYKER CORPORATION COM
-$1.5M
44,615
-4%
增持
PEP
PEPSICO INC COM
+$1.4M
200,543
+3%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.4M
12,312
+59%
增持
NFLX
NETFLIX INC. COM
-$1.3M
41,217
+855%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.3M
167,370
-16%
增持
WMT
WALMART INC COM
+$1.3M
67,540
+11%
减持
—
EATON CORP PLC SHS
-$1.2M
14,368
-7%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.2M
171,848
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$1.2M
57,749
+1%
增持
RTX
RTX CORPORATION COM
+$1.2M
31,725
+14%
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
243,015
-1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.1M
5,918
+18%
增持
J
JACOBS SOLUTIONS INC COM
-$1.1M
82,663
+3%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$1.1M
160,109
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
32,985
+7%
减持
KMI
KINDER MORGAN INC DEL COM
-$1.1M
1,216,427
-0%
减持
—
NXP SEMICONDUCTORS N V COM
-$1.0M
82,565
-1%
增持
MU
MICRON TECHNOLOGY INC COM
+$996.0K
5,798
+47%
减持
—
EXXON MOBIL CORP COM
+$957.3K
132,266
-0%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$922.7K
5,356
-38%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$910.2K
840,380
+2%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$879.2K
3,440,671
-1%
减持
MDLZ
MONDELEZ INTL INC CL A
-$867.3K
68,550
-6%
减持
VLTO
VERALTO CORP COM SHS
-$851.7K
27,220
-19%
增持
—
TRANE TECHNOLOGIES PLC SHS
-$838.4K
26,224
+0%
减持
SPGI
S&P GLOBAL INC COM
+$833.4K
74,760
-5%
增持
AMGN
AMGEN INC COM
+$823.0K
14,109
+5%
减持
NGVC
NATURAL GROCERS BY VITAMIN COM
-$801.3K
53,565
-0%
减持
WDAY
WORKDAY INC CL A
-$798.9K
983
-77%
增持
NTNX
NUTANIX INC CL A
-$798.4K
47,156
+8%
增持
PWR
QUANTA SVCS INC COM
+$788.4K
101,022
+0%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$785.8K
11,475
+20%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$783.2K
70,804
-1%
减持
WMB
WILLIAMS COS INC COM
-$761.9K
213,840
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$758.4K
18,602
-18%
减持
AMT
AMERICAN TOWER CORP COM
-$745.1K
19,159
-10%
增持
SMTH
ALPS/SMITH CORE PLUS BOND ETF
+$742.4K
77,075
+59%
减持
PATK
PATRICK INDS INC COM
-$738.9K
10,374
-42%
减持
RARE
ULTRAGENYX PHARMACEUTICAL INC COM
-$724.4K
100,131
-1%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$709.0K
14,595
减持
TYL
TYLER TECHNOLOGIES INC COM
-$687.1K
1,809
-37%
增持
ABT
ABBOTT LABS COM
-$684.6K
91,290
+1%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$672.3K
48,947
+1%
增持
AMP
AMERIPRISE FINL INC COM
+$637.6K
1,711
+317%
增持
KVYO
KLAVIYO INC COM SER A
+$616.4K
128,937
+0%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$614.0K
355,135
-9%
减持
GTLS
CHART INDS INC COM
-$608.2K
5,272
-38%
减持
WY
WEYERHAEUSER CO COM NEW
-$595.4K
54,510
-28%
增持
IRM
IRON MTN INC DEL COM
+$585.6K
11,243
+230%
减持
AMJB
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
-$581.8K
29,224
-41%
增持
GE
GE AEROSPACE COM NEW
+$580.1K
14,490
+12%
减持
—
CYBERARK SOFTWARE LTD SHS
-$574.5K
2,412
-29%
减持
DSGX
DESCARTES SYS GROUP INC COM
-$567.2K
7,591
-42%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$562.1K
10,094
-40%
