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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $9,171.89万 | 1.72% | 779,459 | -753 | -0.1% | -$8.86万 | 减仓 |
| AMZN | AMAZON COM INC | $9,521.99万 | 1.78% | 399,513 | 5,837 | 1.5% | $139.12万 | 加仓 |
| MRK | MERCK & CO INC | $9,673.33万 | 1.81% | 752,788 | 9,187 | 1.2% | $118.05万 | 加仓 |
| MCD | MCDONALDS CORP | $9,803.85万 | 1.83% | 362,689 | 43,058 | 13.5% | $1,163.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $9,990.26万 | 1.87% | 1,753,292 | 7,666 | 0.4% | $43.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.04亿 | 1.94% | 519,194 | 19,345 | 3.9% | $387.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.07亿 | 2.00% | 1,435,873 | 3,354 | 0.2% | $24.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.07亿 | 2.00% | 646,295 | 6,021 | 0.9% | $99.80万 | 加仓 |
| CSCO | CISCO SYS INC | $1.22亿 | 2.28% | 1,035,061 | -22,668 | -2.1% | -$266.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.30亿 | 2.44% | 112,800 | -32,157 | -22.2% | -$3,711.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.50亿 | 2.81% | 2,106,653 | 7,745 | 0.4% | $55.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.62亿 | 3.04% | 638,883 | 9,506 | 1.5% | $241.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.90亿 | 3.56% | 2,593,332 | -61,954 | -2.3% | -$454.80万 | 减仓 |
| AAPL | APPLE INC | $2.13亿 | 3.99% | 736,559 | 2,470 | 0.3% | $71.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.21亿 | 4.13% | 674,682 | 1,401 | 0.2% | $45.86万 | 加仓 |
| IJH | ISHARES TR | $2.26亿 | 4.22% | 2,927,410 | 62,161 | 2.2% | $479.32万 | 加仓 |
| GOOGL | ALPHABET INC | $2.29亿 | 4.29% | 641,522 | 6,679 | 1.1% | $238.69万 | 加仓 |
| AVGO | BROADCOM INC | $2.61亿 | 4.89% | 691,324 | -9,638 | -1.4% | -$364.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.69亿 | 5.04% | 722,473 | 27,636 | 4.0% | $1,030.88万 | 加仓 |