13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001426853
申报总市值
US$67.4亿
US$67.4亿
765 檔
18.2%
根据最新整理的 13F 季度数据集，Crestwood Advisors Group, LLC 于 Q1 2026 结束时的管理资产规模为 US$67.4亿。该机构在本季度申报了 765 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Crestwood Advisors Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 106 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Crestwood Advisors Group, LLC 的前 5 大核心持股（包含 AAPL, IVV, GOOGL 等）合计占整体申报市值的 18.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 765 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.95% | -0.07% | +0.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.78% | +0.50% | +24.05% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.52% | +0.20% | +0.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.31% | -0.62% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.00% | +0.03% | +21.03% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | -0.13% | -3.04% | |
| 7 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 1.99% | +0.06% | +41.23% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.90% | -0.13% | +7.71% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.67% | +0.17% | -1.25% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | -0.02% | +1.72% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.64% | +0.94% | -7.53% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.14% | +8.83% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.32% | -4.11% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.40% | +0.09% | +0.26% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.33% | -0.14% | +0.44% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.01% | +9.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.27% | -7.25% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.24% | -0.26% | +1.27% | |
| 19 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.22% | -0.46% | -5.23% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.20% | -0.22% | -3.22% | |
| 21 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.16% | -0.12% | -6.57% | |
| 22 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.13% | +0.05% | +0.89% | |
| 23 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.08% | +0.14% | +28.12% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.04% | +7.87% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.01% | -0.03% | +5.80% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.01% | +0.62% | -6.21% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | +0.72% | -6.69% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.97% | -0.11% | -0.21% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.08% | -3.36% | |
| 30 | PWR | Quanta Services Inc | 股票-工业 | 0.93% | +0.13% | -0.82% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | -0.25% | -4.81% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | -0.05% | +38.11% | |
| 33 | APH | Amphenol Corp-cl A | 股票-科技 | 0.90% | +0.19% | -1.15% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.85% | -0.85% | EXIT | |
| 35 | XYL | Xylem Inc | 股票-工业 | 0.81% | -0.17% | -7.57% | |
| 36 | SUB | Ishares Short-term National | ETF-其他 | 0.78% | -0.15% | -14.55% | |
| 37 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.77% | -0.14% | — | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.77% | -0.24% | -2.97% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.76% | -0.54% | -6.20% | |
| 40 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.73% | -0.12% | +5.89% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.02% | +21.04% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.01% | +9.03% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.67% | +0.08% | -12.26% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.66% | -0.07% | — | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.62% | +0.38% | +1.31% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | -0.08% | -14.91% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | +0.03% | -3.21% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | +0.02% | +6.36% | |
| 49 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.56% | -0.01% | -0.33% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | +0.14% | +1.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +24.05% | 加仓 |
| 2 | VSLU | Applied Finance Valuat ETF | +0.5% | +41.23% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | +21.03% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.3% | -7.53% | 减仓 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +38.11% | 加仓 |
| 6 | INTU | Intuit Inc | +0.3% | +986.48% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | +7.87% | 加仓 |
| 8 | PWR | Quanta Services Inc | +0.2% | -0.82% | 减仓 |
| 9 | EOG | Eog Resources Inc | +0.2% | +26.68% | 加仓 |
| 10 | QLTY | Gmo U.s. Quality ETF | +0.2% | +28.12% | 加仓 |
| 11 | SEIC | Sei Investments Company | +0.2% | +302.02% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +1.27% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +72.98% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +15.34% | 加仓 |
| 15 | KMI | Kinder Morgan, Inc. | +0.2% | +5.89% | 加仓 |
| 16 | VO | Vanguard Mid-cap ETF | +0.2% | +104.87% | 加仓 |
| 17 | LRCX | Lam Research CORP | +0.2% | -6.69% | 减仓 |
| 18 | VLO | Valero Energy CORP | +0.1% | +844.87% | 加仓 |
| 19 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +324.70% | 加仓 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.71% | 加仓 |
| 21 | KLAC | Kla CORP | +0.1% | -6.21% | 减仓 |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +799.01% | 加仓 |
| 23 | CVX | Chevron CORP | +0.1% | +11.14% | 加仓 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.04% | 加仓 |
| 25 | HON | Honeywell International Inc | +0.1% | -4.42% | 减仓 |
| 26 | MFC | Manulife Financial CORP | +0.1% | +39.17% | 加仓 |
| 27 | GEV | GE Vernova Inc | +0.1% | +107.42% | 加仓 |
| 28 | NOW | Servicenow Inc | +0.1% | +131.43% | 加仓 |
| 29 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +24.72% | 加仓 |
| 30 | FLOT | Ishares Floating Rate Bond E | +0.1% | +73.33% | 加仓 |
| 31 | NEE | Nextera Energy Inc | +0.1% | +29.16% | 加仓 |
| 32 | VB | Vanguard Small-cap ETF | +0.1% | +46.94% | 加仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | +4.36% | 加仓 |
| 34 | VHT | Vanguard Health Care ETF | +0.1% | +1078.40% | 加仓 |
| 35 | UNP | Union Pacific CORP | +0.1% | +133.46% | 加仓 |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +1.31% | 加仓 |
| 37 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.1% | +0.89% | 加仓 |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +0.26% | 加仓 |
| 39 | RTX | Rtx CORP | +0.1% | +50.45% | 加仓 |
| 40 | T | At&t Inc | +0.1% | +235.77% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +10.86% | 加仓 |
| 42 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.36% | 加仓 |
| 43 | MUB | Ishares National Muni Bond E | +0.1% | +5.80% | 加仓 |
| 44 | WMB | Williams Cos Inc | +0.1% | -0.29% | 减仓 |
| 45 | PEP | Pepsico Inc | +0.1% | +0.45% | 加仓 |
| 46 | CAH | Cardinal Health Inc | 0% | +691.62% | 加仓 |
| 47 | USB | US Bancorp | 0% | +11.99% | 加仓 |
| 48 | PH | Parker Hannifin CORP | 0% | +83.77% | 加仓 |
| 49 | KEYS | Keysight Technologies In | 0% | +2.15% | 加仓 |
| 50 | TDG | Transdigm Group Inc | 0% | +806.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Crestwood Advisors Group, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$67.4亿，共申报了 765 个公开持股仓位。
在 Q1 2026 季度，Crestwood Advisors Group, LLC 按市值排列的前三大核心持股分别为：AAPL (6.0%)、IVV (4.8%)、GOOGL (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AZN
市值: US$4592.5万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$4525.6万
在 Q1 2026 季度中，Crestwood Advisors Group, LLC 共进行了 197 项持仓异动，包含新建仓 10 个仓位、加仓 106 个仓位、减仓 77 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。