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Crescent Grove Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Crescent Grove Advisors, LLC
报告期 2026-03-31 · CIK 0001713520
持仓数
302
前50大市值合计
$772.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 12
增持 53
减持 58
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
SHV
iShares Short Treasury ETF
+$18.6M
250,177
+205%
增持
—
Dun & Bradstreet Holdings, Inc.
-$17.3M
6,678,062
+8%
清仓
AMLP
ALPS Alerian MLP ETF
-$12.9M
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。
增持
UYLD
Angel Oak Ultrashort Income ETF
+$10.1M
455,291
+76%
减持
FIS
Fidelity National Info Srvcs, Inc.
-$8.1M
183,312
-32%
增持
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
+$6.0M
96,321
+209%
减持
JEPQ
JPMorgan Nasdaq Equity Prem Income ETF
-$5.6M
40,467
-70%
减持
SPYI
Neos S&P 500 High Income ETF
-$5.3M
22,083
-82%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$5.0M
45,118
-66%
减持
IVV
iShares S&P 500 ETF
-$4.4M
103,993
-3%
增持
NATL
NCR Atleos
+$3.5M
555,043
+69%
减持
ET
Energy Transfer LP
-$3.2M
214,659
-42%
增持
FNF
Fidelity National Financial, Inc.
+$2.7M
304,365
+0%
减持
AAPL
Apple
-$2.6M
79,048
-2%
减持
SPY
SPDR S&P 500 ETF
-$2.2M
54,985
-2%
减持
IJR
iShares Core S&P Small-Cap ETF
-$2.2M
184,257
-1%
增持
ARLP
Alliance Resource
+$2.2M
199,454
+62%
减持
IWF
iShares Russell 1000 Growth ETF
-$2.0M
43,021
-2%
增持
VOO
Vanguard 500 Index Fund ETF
-$1.9M
82,164
+0%
减持
SGOV
iShares 0-3 Month Treasury ETF
-$1.8M
124,079
-13%
减持
QQQ
Invesco Powershares QQQ ETF
-$1.8M
42,446
-0%
增持
MPLX
MPLX LP
+$1.7M
88,143
+39%
减持
ITOT
iShares Core S&P Total US Stock Market ETF
-$1.6M
93,360
-8%
增持
XLE
Energy Sector SPDR ETF
+$1.6M
113,740
+8%
增持
CARR
Carrier Global
+$1.5M
104,643
+40%
建仓
SUN
Sunoco LP Com Unit
+$1.5M
25,805
减持
XBI
SPDR S&P Biotech ETF
-$1.4M
84,115
-8%
清仓
—
Smartsheet Inc
-$1.4M
0
-100%
减持
TSLA
Tesla Motors Inc Com
-$1.4M
9,058
-2%
增持
VTI
Vanguard Total Stock Market ETF
-$1.3M
88,569
+0%
增持
PAA
Plains All American
+$1.3M
200,365
+25%
增持
CDW
CDW Corporation
-$1.2M
142,731
+3%
减持
NVDA
Nvidia Corp
-$1.2M
36,644
-4%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$1.1M
289,121
+0%
增持
MAN
Manpowergroup Inc
+$1.0M
54,618
+48%
增持
—
Global Ship Lease
+$963.3K
70,617
+137%
增持
XLI
Industrial Sector SPDR ETF
+$959.7K
24,738
+43%
减持
MSFT
Microsoft
-$900.0K
13,575
-5%
减持
IEFA
iShares Core MSCI EAFE ETF
+$894.7K
201,059
-1%
减持
VV
Vanguard Large Cap ETF
-$885.7K
1,216
-73%
增持
IAU
iShares Gold TR
+$856.5K
79,991
+3%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$791.2K
336,733
-7%
减持
ARKW
ARK Next Generation Internet ETF
-$763.5K
36,922
-6%
清仓
MAR
Marriott Intl
-$738.8K
0
-100%
增持
IWD
iShares Russell 1000 Value ETF
+$726.9K
33,158
+11%
减持
IWO
iShares Russell 2000 Growth ETF
-$725.0K
14,429
-6%
减持
VZ
Verizon
-$723.4K
24,591
-47%
减持
ARKK
ARK Innovation ETF
-$719.5K
35,197
-17%
增持
IDV
iShares Intl Select Div ETF
+$705.4K
71,313
+30%
减持
AMZN
Amazon.Com Inc
-$704.7K
20,635
-2%
清仓
—
iShares Ibonds (dec 2025 Term Corporate Etf)
-$674.8K
0
-100%
减持
BRK/B
Berkshire Hathaway
+$602.5K
8,078
-1%
减持
IWP
iShares Russell Mid Cap Growth ETF
-$580.0K
61,378
-0%
增持
SHY
iShares 1-3 Year Treasury ETF
+$569.1K
52,912
+14%
减持
XLG
Invesco S&P 500 Top 50 ETF
-$565.9K
118,781
-2%
减持
SCHA
Schwab US Small Cap ETF
-$552.8K
10,540
-66%
减持
QUAL
iShares MSCI USA Quality ETF
-$544.8K
22,368
-9%
减持
EEM
iShares MSCI Emerging Markets ETF
-$527.5K
25,448
-35%
增持
CNNE
Cannae HLDGS Inc Com
-$473.0K
325,479
+0%
清仓
VEU
Vanguard FTSE All-World Ex-US ETF
-$461.6K
0
-100%
增持
IEF
iShares 7-10 Year Treasury ETF
+$450.3K
8,146
+131%
增持
IWM
iShares Russell 2000 ETF
-$435.7K
22,691
+1%
减持
IBB
iShares Biotechnology ETF
-$396.7K
32,402
-6%
增持
META
Facebook Inc Com
+$391.8K
1,909
+58%
增持
SPYD
SPDR Portfolio S&P (500 High Dividend Etf)
+$388.2K
134,279
+5%
增持
VTV
Vanguard Value Index Fund ETF
+$370.3K
5,216
+66%
减持
EPD
Enterprise Products
+$362.3K
153,195
-1%
清仓
—
iShares Inc MSCI (frontier)
-$356.3K
0
-100%
建仓
VST
Vistra Energy Corp.
+$353.5K
3,010
清仓
IEI
iShares 3-7 Year Treasury ETF
-$349.5K
0
-100%
增持
VYX
NCR Voyix
+$341.1K
866,347
+48%
增持
VYM
Vanguard High Dividend Yield ETF
+$321.4K
73,640
+2%
建仓
ALL
Allstate Corp Del Com
+$321.3K
1,544
增持
GNR
SPDR S&P Global (natural Resources Etf)
+$316.7K
45,180
+8%
减持
IWV
iShares Russell 3000 ETF
-$309.2K
4,023
-15%
减持
EFA
iShares MSCI EAFE
+$301.0K
53,397
-1%
建仓
SEVN
Seven Hills RLTY TR
+$298.1K
23,871
清仓
RTX
Raytheon Technologies Corp Com
-$296.9K
0
-100%
建仓
GEV
GE Vernova LLC
+$296.4K
971
清仓
CEG
Constellation Energy
-$294.9K
0
-100%
建仓
GDX
Vaneck Vectors Gold Miners ETF
+$288.6K
6,279
增持
DVYE
iShares EM Dividend ETF
+$288.2K
122,221
+4%
清仓
DIS
Disney Walt Co
-$284.8K
0
-100%
建仓
TLN
Talen Energy Corp
+$284.7K
1,426
清仓
DFIN
Donnelley Finl Solutions
-$282.3K
0
-100%
清仓
HON
Honeywell Intl.
-$276.7K
0
-100%
建仓
CMC
Commercial Metals Co
+$276.7K
5,990
增持
XLF
Financial Sector SPDR ETF
+$274.5K
185,430
+0%
清仓
ARKF
ARK Fintech Innovation ETF
-$272.4K
0
-100%
清仓
LNG
Cheniere Energy Inc
-$270.5K
0
-100%
减持
GLD
SPDR Gold Trust
+$269.8K
6,133
-1%
清仓
EQT
EQT Corp Com
-$264.1K
0
-100%
减持
QQQM
Invesco Nasdaq 100 ETF
-$252.5K
8,233
-6%
建仓
CCLD
Carecloud Inc Com
+$250.1K
179,936
建仓
BP
BP PLC Spons ADR
+$247.0K
7,309
清仓
LMT
Lockheed Martin Corp
-$243.9K
0
-100%
增持
UNP
Union Pacific Corp
+$242.7K
3,370
+39%
清仓
ROBO
Robo Global Robotics And Automation) ETF
-$236.7K
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$234.6K
105,372
-2%
清仓
AVAV
Aerovironment Inc
-$232.1K
0
-100%
清仓
FISV
Fiserv Inc
-$224.7K
0
-100%
增持
IGSB
iShares 1-5yr Investment Grade Bond ETF
+$224.1K
88,381
+4%
减持
MAS
Masco Corp
-$222.0K
6,170
-31%
清仓
XLK
Technology Sector SPDR ETF
-$215.7K
0
-100%
清仓
AXP
American Express Co
-$215.4K
0
-100%
清仓
RHI
Robert Half Intl Inc
-$214.9K
0
-100%
减持
ARKQ
ARK Autonomous Technology & Robotics ETF
-$214.9K
12,804
-7%
清仓
OEF
iShares Trust S&P 100
-$212.0K
0
-100%
清仓
DXCM
Dexcom Inc
-$207.4K
0
-100%
增持
VXUS
Vanguard Total International Stock Index Fund ETF
+$205.5K
48,572
+2%
清仓
FTEC
Fidelity MSCI Information Technology Index ETF
-$204.3K
0
-100%
建仓
MRSH
Marsh & Mclennan Cos
+$202.3K
829
清仓
SPYM
SPDR Portfolio S&P (500 Etf)
-$201.9K
0
-100%
建仓
SBAC
Sba Communications
+$201.1K
914
减持
GOOGL
Alphabet Inc Cap STK
-$200.9K
5,659
-0%
清仓
EW
Edwards Lifesciences Corp
-$200.2K
0
-100%
增持
PM
Philip Morris Intl
+$197.1K
5,130
+0%
减持
EXAS
Exact Sciences Corp
-$191.3K
14,005
-1%
减持
CRWD
Crowdstrike HLDGS
-$191.0K
645
-47%
减持
UPS
United Parcel SVC
-$183.2K
6,918
-8%
增持
ASB
Associated Banc Corp
+$171.3K
115,371
+14%
增持
ABT
Abbott Laboratories
+$167.2K
6,819
+5%
增持
SPSM
SPDR Portfolio S&P (600 Small Cap Etf)
-$162.8K
39,178
+0%
增持
CVS
CVS Health Corp
+$157.6K
6,276
+5%
增持
VUG
Vanguard Growth Index Fund ETF
+$151.0K
2,312
+34%
减持
SPHQ
Invesco Exchange (traded FD TR S&P500 Quality)
-$148.7K
12,035
-15%
减持
LULU
Lululemon Athletica Inc
-$138.5K
777
-17%
减持
SPMD
SPDR Portfolio S&P (400 Mid Cap Etf)
-$138.4K
36,615
-0%
减持
IXUS
iShares Core MSCI Total International Stock ETF
+$137.3K
56,285
-2%
减持
CRM
Salesforce Com Inc
-$136.5K
801
-24%
减持
MRK
Merck & Co Inc New
-$135.8K
8,266
-6%
减持
HACK
Amplify ETF TR (cybersecurity Etf)
-$133.6K
11,252
-11%
减持
ABBV
Abbvie Inc Com
+$128.8K
7,137
-7%
减持
—
Exxon Mobil
+$126.4K
15,203
-3%
增持
JNJ
Johnson & Johnson
+$119.3K
3,970
+6%
减持
IUSG
iShares Core (S&P US Growth ETF)
-$118.6K
2,638
-19%
增持
JPM
JP Morgan Chase & Co.
+$118.3K
10,819
+2%
增持
BANC
Banc Calif Inc
-$116.7K
99,722
+1%
增持
NSC
Norfolk Southern CRP
+$112.5K
1,565
+42%
增持
SPHD
Invesco Exch Traded (FD TR II S&P500 HDL Vol)
+$110.5K
10,936
+20%
增持
DVY
iShares Select Dividend ETF
+$106.4K
15,676
+3%
增持
XLP
Consumer Staples SPDR ETF
+$103.0K
17,955
+4%
减持
IWN
iShares Russell 2000 Value ETF
-$102.3K
6,510
-2%
减持
IJJ
iShares S&P Mid Cap 400 Value ETF
-$96.4K
11,694
-2%
增持
T
AT&T
+$95.4K
12,935
+9%
减持
LNTH
Lantheus
-$85.2K
22,373
-12%
增持
VGK
Vanguard Intl Equity
+$83.7K
5,986
+13%
减持
SCHG
Schwab US Large Cap Growth ETF
-$83.1K
24,948
-2%
增持
FG
F&G Annuities & Life
-$82.4K
32,749
+7%
增持
IUSV
iShares Core S&P US Value ETF
+$77.2K
159,784
+1%
