First Financial Bankshares Inc
Abilene TX · SEC CIK 0000036029
$53.44亿2026Q2 申报市值
210持仓数
38.4%前十大占比 · 第一大 5.0%
13 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FSCC 新建仓+$2,755.69万
IJR 加仓+$1,787.91万
VST 加仓+$1,429.80万
BRK/B 加仓+$1,225.10万
MCD 加仓+$1,163.90万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$8,226.34万
MU 减仓-$3,711.85万
XLU 减仓-$1,336.60万
SPGI 减仓-$1,277.09万
VMBS 减仓-$1,133.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -363,949 | -100.0% | -$8,226.34万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -26,320 | -100.0% | -$200.45万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -79,402 | -100.0% | -$51.21万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,989 | -100.0% | -$39.34万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,131 | -100.0% | -$24.12万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -788 | -100.0% | -$23.27万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -5,100 | -100.0% | -$22.76万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$21.89万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,334 | -100.0% | -$21.62万 | 清仓 |
| — | SAN JUAN BASIN RTY TR | $12.04万 | 0.00% | 37,500 | 0 | 0.0% | — | 不变 |
| — | ANGEL OAK FUNDS TRUST | $15.00万 | 0.00% | 17,381 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.11万 | 0.00% | 850 | 850 | — | $20.11万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $20.13万 | 0.00% | 5,032 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.17万 | 0.00% | 2,186 | -87 | -3.8% | -$8,027 | 减仓 |
| XYZ | BLOCK INC | $20.28万 | 0.00% | 2,668 | -621 | -18.9% | -$4.72万 | 重新持有 |
| MO | ALTRIA GROUP INC | $20.47万 | 0.00% | 2,845 | 2,845 | — | $20.47万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.60万 | 0.00% | 6,496 | 6,496 | — | $20.60万 | 新建仓 |
| IWM | ISHARES TR | $20.88万 | 0.00% | 695 | 695 | — | $20.88万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $20.96万 | 0.00% | 701 | -25 | -3.4% | -$7,475 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $21.04万 | 0.00% | 7,266 | 7,266 | — | $21.04万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $21.31万 | 0.00% | 4,445 | -329 | -6.9% | -$1.58万 | 重新持有 |
| HUBB | HUBBELL INC | $21.40万 | 0.00% | 409 | -30 | -6.8% | -$1.57万 | 减仓 |
| CRM | SALESFORCE INC | $21.79万 | 0.00% | 1,391 | -101 | -6.8% | -$1.58万 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.91万 | 0.00% | 538 | -31,358 | -98.3% | -$1,277.09万 | 减仓 |
| EMXC | ISHARES INC | $22.11万 | 0.00% | 2,161 | -446 | -17.1% | -$4.56万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.34万 | 0.00% | 2,982 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $22.58万 | 0.00% | 1,080 | -121 | -10.1% | -$2.53万 | 重新持有 |
| KWR | QUAKER HOUGHTON | $22.61万 | 0.00% | 1,423 | 1,423 | — | $22.61万 | 新建仓 |
| COO | COOPER COS INC | $23.46万 | 0.00% | 3,272 | -72 | -2.2% | -$5,163 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.47万 | 0.00% | 3,200 | 3,200 | — | $23.47万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.51万 | 0.00% | 1,050 | -145 | -12.1% | -$3.25万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $24.42万 | 0.00% | 558 | 68 | 13.9% | $2.98万 | 加仓 |
| CPT | CAMDEN PPTY TR | $24.44万 | 0.00% | 2,135 | -168 | -7.3% | -$1.92万 | 减仓 |
| SO | SOUTHERN CO | $25.05万 | 0.00% | 2,617 | -5 | -0.2% | -$479 | 减仓 |
| CAVA | CAVA GROUP INC | $25.17万 | 0.00% | 3,207 | 262 | 8.9% | $2.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.49万 | 0.00% | 2,014 | -397 | -16.5% | -$5.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.59万 | 0.00% | 253 | -12 | -4.5% | -$1.21万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $25.98万 | 0.00% | 4,846 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $26.78万 | 0.01% | 1,688 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.92万 | 0.01% | 1,457 | -201 | -12.1% | -$3.71万 | 减仓 |
| FDX | FEDEX CORP | $27.56万 | 0.01% | 880 | -9 | -1.0% | -$2,818 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $28.02万 | 0.01% | 6,780 | 6,780 | — | $28.02万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $28.25万 | 0.01% | 1,525 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.46万 | 0.01% | 3,532 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $28.78万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $29.40万 | 0.01% | 1,095 | -96 | -8.1% | -$2.58万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.68万 | 0.01% | 1,195 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $29.81万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $29.97万 | 0.01% | 1,108 | -80 | -6.7% | -$2.16万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $30.05万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.20万 | 0.01% | 2,809 | -4 | -0.1% | -$430 | 减仓 |
| RKLB | ROCKET LAB CORP | $30.50万 | 0.01% | 3,000 | 0 | 0.0% | — | 重新持有 |
| AFL | AFLAC INC | $31.19万 | 0.01% | 2,660 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $32.13万 | 0.01% | 2,460 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $32.23万 | 0.01% | 1,278 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $32.61万 | 0.01% | 1,479 | -215 | -12.7% | -$4.74万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $33.23万 | 0.01% | 1,837 | -38 | -2.0% | -$6,875 | 减仓 |
| ETR | ENTERGY CORP NEW | $34.52万 | 0.01% | 3,005 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.59万 | 0.01% | 4,130 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $35.14万 | 0.01% | 1,980 | 124 | 6.7% | $2.20万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $35.71万 | 0.01% | 1,771 | -106 | -5.6% | -$2.14万 | 减仓 |
| MPC | MARATHON PETE CORP | $36.51万 | 0.01% | 1,428 | -35 | -2.4% | -$8,948 | 减仓 |
| SLB | SLB LIMITED | $37.00万 | 0.01% | 7,959 | -24 | -0.3% | -$1,116 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $37.75万 | 0.01% | 7,155 | 7,155 | — | $37.75万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $38.18万 | 0.01% | 8,266 | -616 | -6.9% | -$2.85万 | 减仓 |
| TY | TRI CONTL CORP | $38.80万 | 0.01% | 11,272 | -1,448 | -11.4% | -$4.98万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $40.69万 | 0.01% | 1,284 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $41.38万 | 0.01% | 1,168 | -1 | -0.1% | -$354 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.72万 | 0.01% | 2,845 | -118 | -4.0% | -$1.73万 | 减仓 |
| MGK | VANGUARD WORLD FD | $41.89万 | 0.01% | 4,765 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $42.10万 | 0.01% | 1,890 | 16 | 0.9% | $3,564 | 加仓 |
| NFLX | NETFLIX INC. | $42.13万 | 0.01% | 5,900 | -20 | -0.3% | -$1,428 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $43.87万 | 0.01% | 9,724 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.96万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.46万 | 0.01% | 931 | -143 | -13.3% | -$6.83万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $44.47万 | 0.01% | 38,435 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $44.88万 | 0.01% | 4,897 | -38,990 | -88.8% | -$357.30万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $46.00万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $46.55万 | 0.01% | 16,305 | 16,305 | — | $46.55万 | 新建仓 |
| GLD | SPDR GOLD TR | $47.08万 | 0.01% | 1,278 | 177 | 16.1% | $6.52万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $48.54万 | 0.01% | 1,543 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $49.86万 | 0.01% | 11,776 | 102 | 0.9% | $4,319 | 加仓 |
| DE | DEERE & CO | $50.18万 | 0.01% | 791 | -325 | -29.1% | -$20.62万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $51.70万 | 0.01% | 8,220 | 787 | 10.6% | $4.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.02万 | 0.01% | 4,352 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $52.02万 | 0.01% | 2,192 | -55 | -2.4% | -$1.31万 | 减仓 |
| VLUE | ISHARES TR | $53.55万 | 0.01% | 2,680 | -45 | -1.7% | -$8,991 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.88万 | 0.01% | 576 | -1 | -0.2% | -$935 | 减仓 |
| VB | VANGUARD INDEX FDS | $54.20万 | 0.01% | 1,788 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $55.89万 | 0.01% | 29,233 | -9,886 | -25.3% | -$18.90万 | 减仓 |
| IWF | ISHARES TR | $57.19万 | 0.01% | 4,606 | 334 | 7.8% | $4.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $58.27万 | 0.01% | 1,955 | 11 | 0.6% | $3,279 | 加仓 |
| HBM | HUDBAY MINERALS INC | $58.33万 | 0.01% | 24,705 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $61.43万 | 0.01% | 1,660 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.02万 | 0.01% | 1,237 | -18 | -1.4% | -$9,024 | 减仓 |
| FTNT | FORTINET INC | $64.04万 | 0.01% | 4,169 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $64.24万 | 0.01% | 2,515 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $64.58万 | 0.01% | 5,053 | 0 | 0.0% | — | 不变 |
| RDNW | RIDENOW GROUP INC | $66.83万 | 0.01% | 100,339 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $69.66万 | 0.01% | 14,657 | -399 | -2.7% | -$1.90万 | 减仓 |