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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $8,199.09万 | 1.66% | 393,676 | 56,140 | 16.6% | $1,169.23万 | 加仓 |
| CSCO | CISCO SYS INC | $8,206.92万 | 1.66% | 1,057,729 | 3,762 | 0.4% | $29.19万 | 加仓 |
| — | HONEYWELL INTL INC | $8,226.34万 | 1.66% | 363,949 | -39 | -0.0% | -$8,815 | 减仓 |
| META | META PLATFORMS INC | $8,245.08万 | 1.67% | 144,112 | 2,158 | 1.5% | $123.47万 | 加仓 |
| KO | COCA COLA CO | $8,252.60万 | 1.67% | 1,085,155 | -1,614 | -0.1% | -$12.27万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8,326.95万 | 1.68% | 1,050,454 | 24,412 | 2.4% | $193.51万 | 加仓 |
| BAC | BANK AMERICA CORP | $8,509.93万 | 1.72% | 1,745,626 | 29,413 | 1.7% | $143.39万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $8,548.16万 | 1.73% | 652,133 | 6,062 | 0.9% | $79.46万 | 加仓 |
| PEP | PEPSICO INC | $8,614.84万 | 1.74% | 554,758 | 16,732 | 3.1% | $259.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,717.37万 | 1.76% | 499,849 | 25,095 | 5.3% | $437.66万 | 加仓 |
| MRK | MERCK & CO INC | $8,944.78万 | 1.81% | 743,601 | 15,082 | 2.1% | $181.42万 | 加仓 |
| BX | BLACKSTONE INC | $8,971.66万 | 1.81% | 780,212 | 45,290 | 6.2% | $520.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9,250.86万 | 1.87% | 996,001 | 7,878 | 0.8% | $73.17万 | 加仓 |
| MCD | MCDONALDS CORP | $9,933.81万 | 2.01% | 319,631 | 426 | 0.1% | $13.24万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.04亿 | 2.11% | 1,432,519 | -8,415 | -0.6% | -$61.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.32亿 | 2.68% | 640,274 | 3,688 | 0.6% | $76.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.34亿 | 2.72% | 2,098,908 | -11,695 | -0.6% | -$74.94万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.54亿 | 3.11% | 629,377 | -80,003 | -11.3% | -$1,955.59万 | 减仓 |
| GOOGL | ALPHABET INC | $1.83亿 | 3.69% | 634,843 | -69,297 | -9.8% | -$1,992.70万 | 减仓 |
| AAPL | APPLE INC | $1.86亿 | 3.76% | 734,089 | 4,115 | 0.6% | $104.43万 | 加仓 |
| IJH | ISHARES TR | $1.93亿 | 3.91% | 2,865,249 | -55,504 | -1.9% | -$374.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.96亿 | 3.95% | 2,655,286 | 10,031 | 0.4% | $73.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.98亿 | 4.00% | 673,281 | -64,004 | -8.7% | -$1,882.74万 | 减仓 |
| AVGO | BROADCOM INC | $2.17亿 | 4.38% | 700,962 | 7,804 | 1.1% | $241.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.57亿 | 5.19% | 694,837 | 63,236 | 10.0% | $2,340.81万 | 加仓 |