First Financial Bankshares Inc
Abilene TX · SEC CIK 0000036029
$49.51亿2026Q1 申报市值
201持仓数
37.4%前十大占比 · 第一大 5.2%
13 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SEIC 新建仓+$4,348.63万
AMT 加仓+$2,404.63万
MSFT 加仓+$2,340.81万
BRK/B 加仓+$2,180.41万
EHC 新建仓+$2,009.07万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$4,640.27万
VOO 减仓-$3,903.56万
WMT 减仓-$3,899.38万
GOOGL 减仓-$1,992.70万
JNJ 减仓-$1,955.59万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -78,535 | -100.0% | -$1,423.92万 | 清仓 |
| FTK | FLOTEK INDS INC DEL | $0 | 0.00% | 0 | -290,000 | -100.0% | -$499.67万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -12,784 | -100.0% | -$109.37万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,978 | -100.0% | -$105.09万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -16,385 | -100.0% | -$96.00万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -39,789 | -100.0% | -$95.10万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -7,409 | -100.0% | -$90.94万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -8,545 | -100.0% | -$85.32万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -4,133 | -100.0% | -$66.17万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -2,461 | -100.0% | -$59.64万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,505 | -100.0% | -$41.98万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,864 | -100.0% | -$41.14万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,993 | -100.0% | -$40.92万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,708 | -100.0% | -$37.00万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -829 | -100.0% | -$30.64万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,419 | -100.0% | -$30.19万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,435 | -100.0% | -$27.70万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,168 | -100.0% | -$26.74万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,575 | -100.0% | -$20.66万 | 清仓 |
| — | ANGEL OAK FUNDS TRUST | $15.05万 | 0.00% | 17,381 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $18.04万 | 0.00% | 37,500 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $20.51万 | 0.00% | 2,607 | -4,120 | -61.2% | -$32.41万 | 减仓 |
| QCOM | QUALCOMM INC | $21.35万 | 0.00% | 1,658 | 21 | 1.3% | $2,704 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $21.36万 | 0.00% | 2,273 | -58 | -2.5% | -$5,451 | 减仓 |
| HUBB | HUBBELL INC | $21.54万 | 0.00% | 439 | -20 | -4.4% | -$9,815 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $21.62万 | 0.00% | 4,334 | 4,334 | — | $21.62万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.81万 | 0.00% | 2,982 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $21.89万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.42万 | 0.00% | 265 | -11 | -4.0% | -$9,306 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.49万 | 0.00% | 576 | -2 | -0.3% | -$781 | 减仓 |
| CPT | CAMDEN PPTY TR | $22.49万 | 0.00% | 2,303 | -207 | -8.2% | -$2.02万 | 减仓 |
| SGOL | ETFS GOLD TR | $22.76万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.15万 | 0.00% | 9,724 | -1,358 | -12.3% | -$3.23万 | 减仓 |
| IYW | ISHARES TR | $23.19万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.25万 | 0.00% | 490 | 490 | — | $23.25万 | 新建仓 |
| CME | CME GROUP INC | $23.27万 | 0.00% | 788 | -280 | -26.2% | -$8.27万 | 减仓 |
| IAUM | ISHARES GOLD TR | $23.50万 | 0.00% | 5,032 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $23.83万 | 0.00% | 2,945 | -2,708 | -47.9% | -$21.91万 | 减仓 |
| COO | COOPER COS INC | $23.91万 | 0.00% | 3,344 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $23.92万 | 0.00% | 4,846 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $24.12万 | 0.00% | 5,131 | 5,131 | — | $24.12万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.28万 | 0.00% | 1,195 | -2 | -0.2% | -$406 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $24.66万 | 0.00% | 1,525 | -195 | -11.3% | -$3.15万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $24.75万 | 0.00% | 1,688 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $25.27万 | 0.01% | 1,681 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.31万 | 0.01% | 2,622 | -887 | -25.3% | -$8.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.36万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $25.82万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $25.94万 | 0.01% | 1,191 | -274 | -18.7% | -$5.97万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $27.67万 | 0.01% | 2,813 | 328 | 13.2% | $3.23万 | 加仓 |
| CRM | SALESFORCE INC | $27.85万 | 0.01% | 1,492 | -41 | -2.7% | -$7,653 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.05万 | 0.01% | 1,379 | -299 | -17.8% | -$6.08万 | 减仓 |
| AFL | AFLAC INC | $29.18万 | 0.01% | 2,660 | -67 | -2.5% | -$7,351 | 减仓 |
| TGT | TARGET CORP | $29.82万 | 0.01% | 2,460 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $29.83万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $30.92万 | 0.01% | 1,188 | 8 | 0.7% | $2,082 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.00万 | 0.01% | 1,875 | 37 | 2.0% | $6,118 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.02万 | 0.01% | 4,130 | 4,130 | — | $31.02万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $31.57万 | 0.01% | 2,411 | 33 | 1.4% | $4,321 | 加仓 |
| FDX | FEDEX CORP | $31.66万 | 0.01% | 889 | -41 | -4.4% | -$1.46万 | 减仓 |
| NUE | NUCOR CORP | $31.69万 | 0.01% | 1,874 | 71 | 3.9% | $1.20万 | 加仓 |
| VEEV | VEEVA SYS INC | $32.60万 | 0.01% | 1,856 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $33.37万 | 0.01% | 1,195 | -43 | -3.5% | -$1.20万 | 减仓 |
| ETR | ENTERGY CORP NEW | $33.76万 | 0.01% | 3,005 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $34.07万 | 0.01% | 4,169 | -2 | -0.0% | -$163 | 减仓 |
| GLW | CORNING INC | $34.20万 | 0.01% | 2,515 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $35.02万 | 0.01% | 953 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $35.72万 | 0.01% | 1,463 | -2,488 | -63.0% | -$60.75万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.30万 | 0.01% | 1,074 | -30 | -2.7% | -$1.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $37.74万 | 0.01% | 1,944 | 108 | 5.9% | $2.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $37.96万 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $38.08万 | 0.01% | 1,114 | -78 | -6.5% | -$2.67万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $38.16万 | 0.01% | 1,284 | -2,849 | -68.9% | -$84.68万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $38.55万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $38.75万 | 0.01% | 2,725 | -15 | -0.5% | -$2,133 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $39.23万 | 0.01% | 1,877 | -1,218 | -39.4% | -$25.46万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $39.34万 | 0.01% | 1,989 | -38 | -1.9% | -$7,516 | 减仓 |
| LOW | LOWES COS INC | $40.03万 | 0.01% | 1,694 | -174 | -9.3% | -$4.11万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $40.12万 | 0.01% | 1,169 | -18 | -1.5% | -$6,178 | 减仓 |
| TY | TRI CONTL CORP | $40.18万 | 0.01% | 12,720 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.34万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $41.02万 | 0.01% | 7,983 | -1,770 | -18.1% | -$9.10万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.80万 | 0.01% | 2,963 | -31 | -1.0% | -$4,478 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $43.69万 | 0.01% | 7,433 | 169 | 2.3% | $9,934 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $44.28万 | 0.01% | 1,543 | 41 | 2.7% | $1.18万 | 加仓 |
| IWF | ISHARES TR | $45.54万 | 0.01% | 1,068 | -137 | -11.4% | -$5.84万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $46.81万 | 0.01% | 38,435 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $46.83万 | 0.01% | 1,788 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $47.37万 | 0.01% | 1,101 | 300 | 37.5% | $12.91万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $47.86万 | 0.01% | 8,882 | -415 | -4.5% | -$2.24万 | 减仓 |
| — | TASEKO MINES LTD | $51.21万 | 0.01% | 79,402 | 79,402 | — | $51.21万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $51.63万 | 0.01% | 24,705 | 24,705 | — | $51.63万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $52.41万 | 0.01% | 2,247 | -312 | -12.2% | -$7.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.25万 | 0.01% | 1,660 | 0 | 0.0% | — | 不变 |