13FBOX
克雷斯特伍德顾问 · 13F 持仓分析
期权收益计算器 机构排行

克雷斯特伍德顾问

Crestwood Advisors Group, LLCNo.784 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$67.44亿
环比变动 Q1 2026
+$8.00亿+13.5%
持仓股票数
877
新买入
150
加仓
439
减仓
257
清仓
38
持股不变
31
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.88%5.95%$3.96亿137.0万股$3.53亿139.3万股-2.3万股-1.66%减仓
IiShares安硕信托IVV
5.28%4.78%$3.56亿47.5万股$2.84亿43.5万股+4.0万股+9.17%加仓
谷歌AGOOGL
3.72%3.52%$2.51亿70.2万股$2.09亿72.8万股-2.6万股-3.57%减仓
英伟达NVDA
3.03%3%$2.04亿102.2万股$1.78亿102.3万股-964股-0.09%减仓
微软MSFT
3.03%3.34%$2.04亿54.7万股$1.98亿53.6万股+1.2万股+2.15%加仓
亚马逊AMZN
2.77%2.9%$1.87亿78.4万股$1.73亿82.8万股-4.4万股-5.37%减仓
应用材料AMAT
2.58%1.64%$1.74亿24.0万股$9,739.9万28.5万股-4.5万股-15.69%减仓
AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU
2.05%1.99%$1.38亿298.6万股$1.18亿282.4万股+16.2万股+5.74%加仓
AAlphabet Inc Class CGOOG
1.84%1.67%$1.24亿35.2万股$9,908.5万34.5万股+6,490股+1.88%加仓
IiShares安硕信托AGG
1.77%1.9%$1.19亿120.7万股$1.13亿113.9万股+6.8万股+5.97%加仓
博通AVGO
1.76%1.62%$1.19亿31.4万股$9,634.6万31.1万股+3,127股+1.00%加仓
泛林集团LRCX
1.72%1%$1.16亿26.8万股$5,934.2万27.8万股-1.0万股-3.63%减仓
科磊KLAC
1.63%1.01%$1.10亿36.4万股$6,011.9万4.1万股+32.3万股+791.58%加仓
VisaV
1.63%1.65%$1.10亿32.0万股$9,802.9万32.4万股-4,766股-1.47%减仓
S道富SPSM
1.49%1.4%$1.00亿174.3万股$8,342.5万172.7万股+1.6万股+0.92%加仓
摩根大通JPM
1.33%1.32%$8,999.0万27.5万股$7,851.9万26.7万股+7,997股+3.00%加仓
伯克希尔哈撒韦BRK.B
1.26%1.58%$8,515.4万17.0万股$9,400.5万19.6万股-2.6万股-13.25%减仓
GGMO US QUALITY ETFGMOV
1.22%1.08%$8,206.0万197.2万股$6,402.8万177.0万股+20.2万股+11.41%加仓
IiShares安硕信托GJS
1.19%1.33%$8,032.9万352.6万股$7,917.6万345.6万股+7.0万股+2.03%加仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
1.18%1.13%$7,987.2万102.4万股$6,699.4万100.3万股+2.0万股+2.02%加仓
安费诺APH
1.09%0.9%$7,334.8万41.6万股$5,357.9万42.4万股-8,064股-1.90%减仓
QUANTA SVCSPWR
1.06%0.93%$7,173.6万10.0万股$5,500.7万10.0万股-564股-0.56%减仓
希尔顿HLT
1.04%1.16%$7,030.5万21.3万股$6,908.6万22.7万股-1.4万股-6.36%减仓
Meta平台META
1.04%1.31%$6,983.1万12.4万股$7,761.8万13.6万股-1.2万股-8.63%减仓
强生JNJ
1.01%1.05%$6,824.9万26.9万股$6,245.3万25.5万股+1.3万股+5.18%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1%0.62%$6,739.2万65.9万股$3,658.5万46.5万股+19.4万股+41.63%加仓
IiShares安硕信托GVI
0.98%1.01%$6,638.7万61.7万股$6,012.0万56.6万股+5.0万股+8.91%加仓
好市多COST
0.98%1.24%$6,622.1万7.1万股$7,380.8万7.4万股-3,284股-4.43%减仓
TJXTJX
0.98%1.2%$6,616.8万43.7万股$7,149.4万44.8万股-1.1万股-2.44%减仓
IiShares安硕信托IEFA
0.86%0.91%$5,830.6万60.4万股$5,408.7万59.8万股+6,175股+1.03%加仓
家得宝HD
0.86%0.94%$5,823.0万16.5万股$5,617.0万17.1万股-5,681股-3.33%减仓
黑石集团BX
0.86%0.97%$5,800.4万49.3万股$5,751.7万50.0万股-7,246股-1.45%减仓
礼来LLY
0.79%0.55%$5,315.9万4.4万股$3,251.2万3.5万股+8,972股+25.38%加仓
BOOKING COMBKNG
0.76%1.22%$5,105.1万28.6万股$7,260.1万1.7万股+26.9万股+1,560.90%加仓
SSPDR标普500 ETFSPY
0.75%0.67%$5,030.8万6.7万股$3,999.5万6.1万股+5,868股+9.54%加仓
V先锋领航指数基金VOO
0.72%0.7%$4,870.4万7.1万股$4,174.9万7.0万股+1,026股+1.47%加仓
Q高通QCOM
0.69%0.55%$4,668.9万25.3万股$3,275.9万25.4万股-1,722股-0.68%减仓
BBANK OF AMERBAC
0.69%0.68%$4,657.2万81.7万股$4,037.4万82.8万股-1.1万股-1.31%减仓
DANAHER DEL COMDHR
0.66%0.91%$4,481.6万23.5万股$5,432.6万28.7万股-5.1万股-17.89%减仓
赛莱默XYL
0.64%0.81%$4,310.0万36.5万股$4,839.6万40.5万股-4.0万股-9.97%减仓
阿斯利康AZN
0.63%0.77%$4,253.4万22.4万股$4,592.5万23.3万股-8,555股-3.67%减仓
万事达MA
0.63%0.6%$4,243.0万8.3万股$3,566.9万7.1万股+1.1万股+15.73%加仓
IiShares安硕信托GVI
0.63%0.78%$4,222.5万39.7万股$4,623.3万43.4万股-3.8万股-8.64%减仓
KINDER MORGAN DEL COMKMI
0.61%0.73%$4,125.7万129.0万股$4,319.1万128.8万股+2,363股+0.18%加仓
IiShares安硕·COREIJH
0.6%0.58%$4,063.2万52.7万股$3,433.2万50.8万股+1.9万股+3.65%加仓
伯克希尔哈撒韦BRK.A
0.59%0.66%$3,968.9万53股$3,949.8万55股-2股-3.64%减仓
UNITED RENTALSURI
0.59%0.43%$3,952.5万3.5万股$2,571.6万3.5万股-409股-1.16%减仓
IISHARES BROADUSIG
0.55%0.56%$3,700.6万72.2万股$3,319.6万64.8万股+7.4万股+11.35%加仓
德州仪器TXN
0.55%0.45%$3,681.5万12.4万股$2,689.6万13.9万股-1.5万股-10.85%减仓
I景顺QQQ信托VOO
0.54%0.43%$3,660.0万5.0万股$2,536.5万4.4万股+5,755股+13.10%加仓

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