CA

Crestwood Advisors Group, LLC

分散型投资策略趋势追踪型

申报总市值

US$59.4亿

申报季度: 2026-03-31 · 持股只数: 869

Crestwood Advisors Group, LLC在最新一期 13F 报告中披露了 869 项持股，申报期为 2026-03-31，总持股市值约为 US$59.4亿，季度换手率为 20.0%。

机构性格雪花图

集中度
6.39
持仓稳定性
20.01
动能／逆势
100
行业集中度
55.81
多样化
100
仓位均衡度
66.49

近期动向

  • 减仓 MSFT

    -0.6%　-US$6243.5万

  • 加仓 IVV

    +24.1%　US$4399.9万

  • 减仓 CRM

    -49.8%　-US$4451.8万

  • 加仓 VSLU

    +41.2%　US$2957.4万

  • 减仓 ADBE

    -77.3%　-US$2549.2万

  • 减仓 BKNG

    -5.2%　-US$2484.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 765 大持股（共 869 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
1AAPLApple INC股票-科技5.95%-0.30%+0.84%
2IVVIshares Core S&p 500 ETFETF-大型股与成长4.78%+0.78%+24.05%
3GOOGLAlphabet Inc-cl A股票-通信服务3.52%-0.26%+0.46%
4MSFTMicrosoft CORP股票-科技3.34%-1.00%-0.62%
5NVDANvidia CORP股票-科技3.00%+0.37%+21.03%
6AMZNAmazon.com INC股票-周期性消费2.90%-0.38%-3.04%
7VSLUApplied Finance Valuat ETFETF-其他1.99%+0.52%+41.23%
8AGGIshares Core U.s. AggregateETF-其他1.90%+0.14%+7.71%
9GOOGAlphabet Inc-cl C股票-通信服务1.67%-0.16%-1.25%
10VVisa Inc-class A Shares股票-金融1.65%-0.21%+1.72%
11AMATApplied Materials INC股票-科技1.64%+0.32%-7.53%
12AVGOBroadcom INC股票-科技1.62%—+8.83%
13BRK-BBerkshire Hathaway Inc-cl B股票-其他1.58%-0.13%-4.11%
14SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.40%—+0.26%
15GOVTIshares US Treasury Bond ETFETF-政府公债1.33%—+0.44%
16JPMJpmorgan Chase & Co股票-金融1.32%—+9.84%
17METAMeta Platforms Inc-class A股票-通信服务1.31%-0.30%-7.25%
18COSTCostco Wholesale CORP股票-非周期性消费1.24%+0.19%+1.27%
19BKNGBooking Holdings INC股票-周期性消费1.22%-0.40%-5.23%
20TJXTjx Companies INC股票-周期性消费1.20%—-3.22%
21HLTHilton Worldwide Holdings In股票-周期性消费1.16%—-6.57%
22JMEEJPM Sma & Mid Cap En Eq Et-uETF-其他1.13%—+0.89%
23QLTYGmo U.s. Quality ETFETF-其他1.08%+0.20%+28.12%
24JNJJohnson & Johnson股票-医疗保健1.05%+0.23%+7.87%
25MUBIshares National Muni Bond EETF-其他1.01%—+5.80%
26KLACKla CORP股票-科技1.01%+0.13%-6.21%
27LRCXLam Research CORP股票-科技1.00%+0.15%-6.69%
28BXBlackstone INC股票-金融0.97%-0.32%-0.21%
29HDHome Depot INC股票-周期性消费0.94%—-3.36%
30PWRQuanta Services INC股票-工业0.93%+0.22%-0.82%
31DHRDanaher CORP股票-医疗保健0.91%-0.24%-4.81%
32IEFAIshares Core Msci Eafe ETFETF-其他0.91%+0.27%+38.11%
33APHAmphenol Corp-cl A股票-科技0.90%—-1.15%
34HONHoneywell International INC股票-工业0.85%—-4.42%
35XYLXylem INC股票-工业0.81%-0.18%-7.57%
36SUBIshares Short-term NationalETF-其他0.78%-0.12%-14.55%
37AZNAstraZeneca PLC股票-医疗保健0.77%+0.77%NEW
38TMOThermo Fisher Scientific INC股票-医疗保健0.77%-0.16%-2.97%
39CMECme Group INC股票-金融0.76%—-6.20%
40KMIKinder Morgan INC股票-能源0.73%+0.17%+5.89%
41VOOVanguard S&p 500 ETFETF-大型股与成长0.70%—+21.04%
42BACBank Of America CORP股票-金融0.68%—+9.03%
43SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.67%-0.13%-12.26%
44BRK-ABerkshire Hathaway Inc-cl A股票-其他0.66%——
45EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.62%—+1.31%
46VTEBVanguard Tax-exempt Bond ETFETF-其他0.60%-0.10%-14.91%
47MAMastercard INC - A股票-金融0.60%—-3.21%
48IJHIshares Core S&p Midcap ETFETF-其他0.58%—+6.36%
49USIGIshares Broad Usd InvestmentETF-其他0.56%—-0.33%
50QCOMQualcomm INC股票-科技0.55%-0.16%+1.43%
1–50 of 765

本季持股变动

Crestwood Advisors Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Long-term Bond ETF (BLV); 减仓: Microsoft CORP (MSFT) — 股数 -0.62%; 加仓: Ishares Core S&p 500 ETF (IVV) — 股数 +24.05%.

Crestwood Advisors Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IVVIshares Core S&p 500 ETF+0.8%+24.05%加仓
2VSLUApplied Finance Valuat ETF+0.5%+41.23%加仓
3NVDANvidia CORP+0.4%+21.03%加仓
4AMATApplied Materials INC+0.3%-7.53%减仓
5IEFAIshares Core Msci Eafe ETF+0.3%+38.11%加仓
6INTUIntuit INC+0.3%+986.48%加仓
7JNJJohnson & Johnson+0.2%+7.87%加仓
8PWRQuanta Services INC+0.2%-0.82%减仓
9EOGEog Resources INC+0.2%+26.68%加仓
10QLTYGmo U.s. Quality ETF+0.2%+28.12%加仓
11SEICSei Investments Company+0.2%+302.02%加仓
12COSTCostco Wholesale CORP+0.2%+1.27%加仓
13LLYEli Lilly & Co+0.2%+72.98%加仓
14XOMExxon Mobil CORP+0.2%+15.34%加仓
15KMIKinder Morgan INC+0.2%+5.89%加仓
16VOVanguard Mid-cap ETF+0.2%+104.87%加仓
17LRCXLam Research CORP+0.2%-6.69%减仓
18VLOValero Energy CORP+0.1%+844.87%加仓
19IUSVIshares Core S&p U.s. Value+0.1%+324.70%加仓
20AGGIshares Core U.s. Aggregate+0.1%+7.71%加仓
21KLACKla CORP+0.1%-6.21%减仓
22VTEBVanguard Tax-exempt Bond ETF-0.1%-14.91%减仓
23SUBIshares Short-term National-0.1%-14.55%减仓
24BRK-BBerkshire Hathaway Inc-cl B-0.1%-4.11%减仓
25SPYSs Spdr S&p 500 ETF Trust-us-0.1%-12.26%减仓
26ORCLOracle CORP-0.1%+0.04%加仓
27GOOGAlphabet Inc-cl C-0.2%-1.25%减仓
28QCOMQualcomm INC-0.2%+1.43%加仓
29TMOThermo Fisher Scientific INC-0.2%-2.97%减仓
30XYLXylem INC-0.2%-7.57%减仓
31SPGIS&p Global INC-0.2%-11.71%减仓
32VVisa Inc-class A Shares-0.2%+1.72%加仓
33IQVIqvia Holdings INC-0.2%-31.85%减仓
34IGVIshares Expanded Tech-softwa-0.2%-65.20%减仓
35DHRDanaher CORP-0.2%-4.81%减仓
36MKCMccormick & Co-non Vtg Shrs-0.2%-53.44%减仓
37GOOGLAlphabet Inc-cl A-0.3%+0.46%加仓
38ROPRoper Technologies INC-0.3%-65.55%减仓
39ACNAccenture plc-0.3%-28.48%减仓
40AAPLApple INC-0.3%+0.84%加仓
41METAMeta Platforms Inc-class A-0.3%-7.25%减仓
42BXBlackstone INC-0.3%-0.21%减仓
43AMZNAmazon.com INC-0.4%-3.04%减仓
44BKNGBooking Holdings INC-0.4%-5.23%减仓
45ADBEAdobe INC-0.4%-77.30%减仓
46CRMSalesforce INC-0.7%-49.76%减仓
47MSFTMicrosoft CORP-1%-0.62%减仓
48AZNAstraZeneca PLC—NEW新建仓
49AZNNAstrazeneca Plc-spons Adr—EXIT清仓
50BLVVanguard Long-term Bond ETF—NEW新建仓

FAQ

Crestwood Advisors Group, LLC 是什么机构？属于哪种投资人类型？
Crestwood Advisors Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$59.4亿，分布在 869 个已申报仓位之中。
Crestwood Advisors Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Crestwood Advisors Group, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$3.5亿 (6.0%) 2. Ishares Core S&p 500 ETF (IVV) — US$2.8亿 (4.8%) 3. Alphabet Inc-cl A (GOOGL) — US$2.1亿 (3.5%) 4. Microsoft CORP (MSFT) — US$2.0亿 (3.3%) 5. Nvidia CORP (NVDA) — US$1.8亿 (3.0%)
Crestwood Advisors Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Crestwood Advisors Group, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 22 个既有持股、减仓 25 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Long-term Bond ETF (BLV); 减仓: Microsoft CORP (MSFT) — 股数 -0.62%; 加仓: Ishares Core S&p 500 ETF (IVV) — 股数 +24.05%
Crestwood Advisors Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Crestwood Advisors Group, LLC 的主要板块分布如下： • Information Technology: 34.3% • Financials: 16.0% • Consumer Discretionary: 11.7% • Health Care: 9.9% • Communication Services: 9.9% • Industrials: 7.6%