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 |
|---|---|---|---|---|---|---|---|---|
| PAGP | PLAINS GP HLDGS L P | $69.82万 | 0.01% | 28,767 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.92万 | 0.01% | 2,522 | 2,522 | — | $70.92万 | 新建仓 |
| CMI | CUMMINS INC | $76.67万 | 0.01% | 1,075 | 17 | 1.6% | $1.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $76.83万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $77.90万 | 0.01% | 1,586 | -1 | -0.1% | -$491 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $79.58万 | 0.01% | 1,370 | -9 | -0.7% | -$5,228 | 减仓 |
| AMAT | APPLIED MATLS INC | $80.54万 | 0.02% | 1,114 | 0 | 0.0% | — | 不变 |
| SKE | SKEENA RES LTD NEW | $80.90万 | 0.02% | 30,344 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $82.25万 | 0.02% | 8,971 | 24 | 0.3% | $2,200 | 加仓 |
| RSG | REPUBLIC SVCS INC | $84.59万 | 0.02% | 3,970 | -42 | -1.0% | -$8,949 | 减仓 |
| T | AT&T INC | $88.47万 | 0.02% | 42,739 | 6,000 | 16.3% | $12.42万 | 加仓 |
| GEV | GE VERNOVA INC | $90.23万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $94.77万 | 0.02% | 40,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $96.50万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $98.24万 | 0.02% | 2,651 | 8 | 0.3% | $2,965 | 加仓 |
| LLY | ELI LILLY & CO | $101.95万 | 0.02% | 850 | -47 | -5.2% | -$5.64万 | 减仓 |
| ABBV | ABBVIE INC | $102.39万 | 0.02% | 4,069 | -341 | -7.7% | -$8.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $104.57万 | 0.02% | 1,420 | -2 | -0.1% | -$1,473 | 减仓 |
| CHE | CHEMED CORP NEW | $107.49万 | 0.02% | 2,308 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $110.18万 | 0.02% | 5,807 | -6 | -0.1% | -$1,138 | 减仓 |
| MCK | MCKESSON CORP | $111.60万 | 0.02% | 1,477 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $112.48万 | 0.02% | 10,196 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $112.53万 | 0.02% | 3,280 | -11 | -0.3% | -$3,774 | 减仓 |
| TSLA | TESLA INC | $116.17万 | 0.02% | 2,762 | -8,268 | -75.0% | -$347.75万 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $117.26万 | 0.02% | 15,387 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $117.75万 | 0.02% | 16,123 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $133.74万 | 0.03% | 53,052 | 53,052 | — | $133.74万 | 新建仓 |
| CAT | CATERPILLAR INC | $203.93万 | 0.04% | 1,915 | -14 | -0.7% | -$1.49万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $205.68万 | 0.04% | 69,888 | 39,210 | 127.8% | $115.40万 | 加仓 |
| AGG | ISHARES TR | $218.40万 | 0.04% | 22,065 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $225.89万 | 0.04% | 43,541 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $280.86万 | 0.05% | 7,515 | -4 | -0.1% | -$1,495 | 减仓 |
| EEM | ISHARES TR | $300.28万 | 0.06% | 43,894 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $305.89万 | 0.06% | 7,059 | -60 | -0.8% | -$2.60万 | 减仓 |
| IEFA | ISHARES TR | $313.10万 | 0.06% | 32,419 | -1,964 | -5.7% | -$18.97万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $386.95万 | 0.07% | 266,314 | -3,845 | -1.4% | -$5.59万 | 减仓 |
| GOOG | ALPHABET INC | $392.62万 | 0.07% | 11,112 | 70 | 0.6% | $2.47万 | 加仓 |
| PSX | PHILLIPS 66 | $446.22万 | 0.08% | 26,396 | -806 | -3.0% | -$13.63万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $464.13万 | 0.09% | 11,671 | 241 | 2.1% | $9.58万 | 加仓 |
| KLAC | KLA CORP | $519.24万 | 0.10% | 17,210 | -1,470 | -7.9% | -$44.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $588.31万 | 0.11% | 7,878 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $593.16万 | 0.11% | 37,793 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $632.43万 | 0.12% | 15,444 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $632.67万 | 0.12% | 119,710 | 2,897 | 2.5% | $15.31万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $659.43万 | 0.12% | 39,127 | 630 | 1.6% | $10.62万 | 加仓 |
| — | EXXON MOBIL CORP | $671.21万 | 0.13% | 49,094 | -1,244 | -2.5% | -$17.01万 | 减仓 |
| IVV | ISHARES TR | $681.64万 | 0.13% | 9,102 | -202 | -2.2% | -$15.13万 | 减仓 |
| EFA | ISHARES TR | $805.33万 | 0.15% | 77,525 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $819.91万 | 0.15% | 24,043 | -14,046 | -36.9% | -$479.00万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $864.47万 | 0.16% | 111,129 | 40,154 | 56.6% | $312.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $879.87万 | 0.16% | 12,811 | 11 | 0.1% | $7,555 | 加仓 |
| PFE | PFIZER INC | $1,056.74万 | 0.20% | 438,847 | 5,263 | 1.2% | $12.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,079.91万 | 0.20% | 119,011 | 2,896 | 2.5% | $26.28万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,149.76万 | 0.22% | 21,220 | 510 | 2.5% | $27.63万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,426.46万 | 0.27% | 197,680 | 102,764 | 108.3% | $741.55万 | 加仓 |
| VST | VISTRA CORP | $1,456.46万 | 0.27% | 91,815 | 90,134 | 5,361.9% | $1,429.80万 | 加仓 |
| O | REALTY INCOME CORP | $1,688.09万 | 0.32% | 272,449 | 355 | 0.1% | $2.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,818.67万 | 0.34% | 102,035 | 3,710 | 3.8% | $66.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,928.48万 | 0.36% | 46,399 | -434 | -0.9% | -$18.04万 | 减仓 |
| WMT | WALMART INC | $1,948.58万 | 0.36% | 172,045 | 2,740 | 1.6% | $31.03万 | 加仓 |
| ORCL | ORACLE CORP | $2,081.61万 | 0.39% | 142,041 | 27,491 | 24.0% | $402.88万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,159.81万 | 0.40% | 213,673 | 5,974 | 2.9% | $60.39万 | 加仓 |
| ACDC | PROFRAC HLDG CORP | $2,240.31万 | 0.42% | 3,855,952 | -33,526 | -0.9% | -$19.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,282.16万 | 0.43% | 276,123 | 1,933 | 0.7% | $15.98万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,390.06万 | 0.45% | 433,138 | 12,674 | 3.0% | $69.94万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,462.64万 | 0.46% | 240,986 | -790 | -0.3% | -$8.07万 | 减仓 |
| IYT | ISHARES TR | $2,517.32万 | 0.47% | 290,181 | 2,612 | 0.9% | $22.66万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $2,755.69万 | 0.52% | 738,196 | 738,196 | — | $2,755.69万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $2,758.46万 | 0.52% | 608,395 | -294,794 | -32.6% | -$1,336.60万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,912.88万 | 0.55% | 302,072 | 3,715 | 1.2% | $35.82万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,264.63万 | 0.61% | 697,422 | -242,226 | -25.8% | -$1,133.86万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,584.31万 | 0.67% | 69,788 | 2,160 | 3.2% | $110.94万 | 加仓 |
| KRE | SPDR SERIES TRUST | $3,602.82万 | 0.67% | 481,339 | 11,999 | 2.6% | $89.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,611.26万 | 0.68% | 72,169 | 24,483 | 51.3% | $1,225.10万 | 加仓 |
| NVS | NOVARTIS AG | $3,672.18万 | 0.69% | 234,315 | 3,461 | 1.5% | $54.24万 | 加仓 |
| UNP | UNION PAC CORP | $3,987.19万 | 0.75% | 146,588 | 979 | 0.7% | $26.63万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4,295.68万 | 0.80% | 1,422,410 | 8,161 | 0.6% | $24.65万 | 加仓 |
| HD | HOME DEPOT INC | $4,681.62万 | 0.88% | 132,744 | 1,699 | 1.3% | $59.92万 | 加仓 |
| NI | NISOURCE INC | $4,715.18万 | 0.88% | 991,625 | -8,793 | -0.9% | -$41.81万 | 减仓 |
| NOW | SERVICENOW INC | $4,772.00万 | 0.89% | 480,661 | 60,461 | 14.4% | $600.26万 | 加仓 |
| SEIC | SEI INVTS CO | $4,848.43万 | 0.91% | 552,780 | -1,398 | -0.3% | -$12.26万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,916.99万 | 0.92% | 850,102 | 5,230 | 0.6% | $30.25万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,969.00万 | 0.93% | 170,997 | 2,275 | 1.3% | $66.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,025.84万 | 0.94% | 483,440 | 847 | 0.2% | $8.81万 | 加仓 |
| IJR | ISHARES TR | $5,199.73万 | 0.97% | 350,599 | 120,552 | 52.4% | $1,787.91万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,670.09万 | 1.06% | 111,296 | 2,787 | 2.6% | $141.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,789.46万 | 1.08% | 969,922 | 20,857 | 2.2% | $124.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $5,890.45万 | 1.10% | 752,965 | 33,588 | 4.7% | $262.76万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,535.55万 | 1.22% | 399,557 | 4,982 | 1.3% | $81.49万 | 加仓 |
| BLK | BLACKROCK INC | $6,690.25万 | 1.25% | 69,577 | 556 | 0.8% | $53.46万 | 加仓 |
| PEP | PEPSICO INC | $7,668.99万 | 1.44% | 566,395 | 11,637 | 2.1% | $157.56万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,894.41万 | 1.48% | 1,356,427 | 24,898 | 1.9% | $144.91万 | 加仓 |
| AMGN | AMGEN INC | $8,135.10万 | 1.52% | 224,652 | 2,477 | 1.1% | $89.70万 | 加仓 |
| META | META PLATFORMS INC | $8,338.66万 | 1.56% | 148,035 | 3,923 | 2.7% | $220.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8,518.23万 | 1.59% | 1,077,848 | 27,394 | 2.6% | $216.49万 | 加仓 |
| C | CITIGROUP INC | $8,867.53万 | 1.66% | 633,576 | -11,239 | -1.7% | -$157.30万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $8,879.06万 | 1.66% | 1,011,628 | 15,627 | 1.6% | $137.16万 | 加仓 |
| KO | COCA COLA CO | $8,910.58万 | 1.67% | 1,096,417 | 11,262 | 1.0% | $91.53万 | 加仓 |
| ETN | EATON CORP PLC | $8,986.74万 | 1.68% | 210,897 | 859 | 0.4% | $36.60万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $8,997.39万 | 1.68% | 657,656 | 5,523 | 0.8% | $75.56万 | 加仓 |