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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 79
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$62.4M
535,920
-1%
建仓
—
ASTRAZENECA PLC ORD
+$45.9M
232,867
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$45.3M
0
-100%
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
CRM
SALESFORCE INC COM
-$44.5M
130,681
-50%
增持
IVV
ISHARES CORE S&P 500 ETF
+$44.0M
435,333
+24%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$29.6M
2,824,330
+41%
减持
ADBE
ADOBE INC COM
-$25.5M
19,627
-77%
减持
BKNG
BOOKING HOLDINGS INC COM
-$24.8M
17,244
-5%
减持
AMZN
AMAZON COM INC COM
-$24.7M
828,403
-3%
增持
AAPL
APPLE INC COM
-$22.0M
1,392,748
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$20.8M
1,022,886
+21%
减持
BX
BLACKSTONE INC COM
-$19.7M
500,188
-0%
减持
META
META PLATFORMS INC CL A
-$18.9M
135,675
-7%
减持
AMAT
APPLIED MATLS INC COM
+$18.2M
284,991
-8%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$17.9M
101,189
-28%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$17.5M
728,002
+0%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$16.2M
17,309
-66%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$15.4M
597,538
+38%
增持
INTU
INTUIT COM
+$14.7M
39,548
+986%
减持
DHR
DANAHER CORP DEL COM
-$14.6M
286,536
-5%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$14.1M
146,927
-53%
增持
V
VISA INC COM CL A
-$13.8M
324,344
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$13.4M
255,496
+8%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$13.1M
58,474
-65%
减持
IQV
IQVIA HLDGS INC COM
-$12.8M
80,051
-32%
减持
PWR
QUANTA SVCS INC COM
+$12.4M
100,192
-1%
增持
EOG
EOG RES INC COM
+$12.3M
199,009
+27%
增持
SEIC
SEI INVTS CO COM
+$11.4M
196,213
+302%
减持
XYL
XYLEM INC COM
-$11.3M
405,001
-8%
减持
SPGI
S&P GLOBAL INC COM
-$11.0M
66,005
-12%
增持
QLTY
GMO US QUALITY ETF
+$10.9M
1,769,720
+28%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$10.7M
74,073
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$10.7M
345,436
-1%
增持
LLY
ELI LILLY & CO COM
+$10.6M
35,348
+73%
增持
QCOM
QUALCOMM INC COM
-$10.1M
254,382
+1%
增持
—
EXXON MOBIL CORP COM
+$10.0M
152,549
+15%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$9.9M
93,303
-3%
增持
KMI
KINDER MORGAN INC DEL COM
+$9.8M
1,288,135
+6%
增持
VO
VANGUARD MID-CAP ETF
+$9.3M
64,185
+105%
增持
ORCL
ORACLE CORP COM
-$9.0M
188,312
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$8.8M
196,174
-4%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$8.4M
277,765
-7%
增持
VLO
VALERO ENERGY CORP COM
+$8.2M
35,697
+845%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$8.2M
104,819
+325%
建仓
BLV
VANGUARD LONG-TERM BOND ETF
+$8.0M
116,093
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$8.0M
434,108
-15%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$7.8M
61,499
-12%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$7.4M
1,139,242
+8%
减持
KLAC
KLA CORP COM NEW
+$7.2M
40,834
-6%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$6.6M
715,114
-15%
减持
MA
MASTERCARD INCORPORATED CL A
-$6.4M
71,388
-3%
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$6.1M
82,682
+799%
增持
CVX
CHEVRON CORPORATION COM
+$5.8M
82,490
+11%
增持
VOO
VANGUARD S&P 500 ETF
+$5.5M
69,897
+21%
减持
TXN
TEXAS INSTRS INC COM
-$5.1M
138,541
-25%
增持
GEV
GE VERNOVA INC COM
+$5.0M
9,029
+107%
增持
NOW
SERVICENOW INC COM
+$4.9M
127,373
+131%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$4.9M
279,919
+25%
减持
HON
HONEYWELL INTL INC COM
+$4.9M
222,296
-4%
增持
MFC
MANULIFE FINL CORP COM
+$4.9M
580,272
+39%
减持
HD
HOME DEPOT INC COM
-$4.6M
170,788
-3%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$4.5M
209,067
+73%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$4.5M
128,528
-28%
减持
APH
AMPHENOL CORP CL A
-$4.4M
424,055
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$4.3M
139,488
+29%
增持
VB
VANGUARD SMALL-CAP ETF
+$4.2M
48,428
+47%
增持
CAT
CATERPILLAR INC COM
+$3.8M
24,130
+4%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$3.6M
23,933
-1%
建仓
FIX
COMFORT SYS USA INC COM
+$3.6M
2,602
增持
VHT
VANGUARD HEALTH CARE ETF
+$3.6M
14,400
+1078%
增持
UNP
UNION PAC CORP COM
+$3.5M
24,312
+133%
增持
RTX
RTX CORPORATION COM
+$3.4M
47,729
+50%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.2M
465,156
+1%
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$3.1M
58,992
-36%
减持
URI
UNITED RENTALS INC COM
-$3.0M
35,298
-1%
增持
T
AT&T INC COM
+$3.0M
137,685
+236%
增持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$3.0M
1,003,350
+1%
增持
MRK
MERCK & CO INC COM
+$2.9M
115,212
+11%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.8M
508,392
+6%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.8M
566,374
+6%
减持
ZTS
ZOETIS INC CL A
-$2.7M
99,426
-14%
增持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$2.7M
1,726,647
+0%
减持
WMB
WILLIAMS COS INC COM
+$2.7M
213,213
-0%
增持
AVGO
BROADCOM INC COM
-$2.7M
311,286
+9%
增持
CAH
CARDINAL HEALTH INC COM
+$2.5M
13,703
+692%
增持
PEP
PEPSICO INC COM
+$2.5M
201,439
+0%
增持
TTD
THE TRADE DESK INC COM CL A
-$2.4M
172,477
+3%
增持
OLED
UNIVERSAL DISPLAY CORP COM
-$2.2M
147,763
+10%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.2M
43,946
-2%
减持
ABT
ABBOTT LABORATORIES COM
-$2.1M
90,474
-1%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$2.1M
48,555
-1%
增持
USB
US BANCORP COM NEW
+$2.1M
483,857
+12%
增持
PH
PARKER-HANNIFIN CORP COM
+$2.1M
5,039
+84%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$2.0M
24,533
+2%
建仓
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$1.9M
28,178
减持
GLW
CORNING INC COM
+$1.9M
39,920
-0%
减持
IT
GARTNER INC COM
-$1.9M
15,129
-11%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.9M
72,220
-6%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$1.8M
69,686
-2%
增持
TDG
TRANSDIGM GROUP INC COM
+$1.8M
1,803
+806%
建仓
SHLD
GLOBAL X DEFENSE TECH ETF
+$1.7M
24,561
清仓
—
CIDARA THERAPEUTICS INC COM NEW
-$1.7M
0
-100%
减持
KVYO
KLAVIYO INC COM SER A
-$1.7M
128,927
-0%
增持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
+$1.7M
19,658
+102%
增持
SF
STIFEL FINL CORP COM
-$1.7M
193,596
+52%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.6M
141,733
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.5M
34,038
+3%
建仓
BRX
BRIXMOR PPTY GROUP INC COM
+$1.5M
52,471
增持
WMT
WALMART INC COM
+$1.5M
72,390
+7%
增持
STAG
STAG INDUSTRIAL INC COM
+$1.5M
292,533
+18%
减持
SYK
STRYKER CORPORATION COM
-$1.5M
43,295
-3%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.4M
188,998
+8%
增持
BAC
BANK OF AMER CORP COM
-$1.4M
828,190
+9%
增持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
+$1.4M
79,881
+36%
建仓
FITB
FIFTH THIRD BANCORP COM
+$1.4M
30,045
减持
ADI
ANALOG DEVICES INC COM
+$1.4M
37,278
-3%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$1.3M
296,013
+4%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$1.3M
9,494
+172%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.3M
13,277
-7%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.2M
215,528
+29%
增持
MRSH
MARSH & MCLENNAN COS INC COM
-$1.2M
96,736
+0%
增持
PSK
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
+$1.2M
50,729
+292%
减持
WFC
WELLS FARGO & CO COM
-$1.1M
55,228
-7%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$1.1M
81,349
-6%
增持
ABBV
ABBVIE INC COM
-$1.1M
120,097
+1%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$1.1M
201,065
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.1M
4,507
-26%
增持
LAZ
LAZARD INC COM
-$1.1M
199,155
+1%
增持
—
NXP SEMICONDUCTORS N V COM
+$1.1M
96,513
+17%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$1.1M
0
-100%
减持
WDC
WESTERN DIGITAL CORP COM
+$1.1M
10,910
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
-$1.1M
71,485
+5%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$1.1M
143,823
+40%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$1.0M
170,149
-1%
减持
DIS
DISNEY WALT CO COM
-$996.5K
42,569
-5%
增持
NFLX
NETFLIX INC. COM
+$994.1K
50,531
+23%
增持
KO
COCA COLA CO COM
+$937.2K
146,162
+0%
增持
—
EATON CORP PLC SHS
+$910.0K
15,339
+7%
减持
INDB
INDEPENDENT BK CORP MASS COM
-$909.5K
80,608
-16%
增持
—
LINDE PLC SHS
+$898.9K
4,426
+46%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$877.1K
20,712
-9%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$875.8K
26,592
+1%
建仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$867.9K
18,253
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$866.8K
99,027
+18%
减持
FISV
FISERV INC COM
-$859.4K
47,595
-9%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$855.5K
2,106
-74%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$833.1K
340,481
-4%
增持
DE
DEERE & CO COM
+$815.8K
4,048
+29%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$794.1K
23,459
-1%
增持
LMT
LOCKHEED MARTIN CORP COM
+$791.2K
5,399
+6%
