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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2.57亿 | 5.19% | 694,837 | 63,236 | 10.0% | $2,340.81万 | 加仓 |
| AVGO | BROADCOM INC | $2.17亿 | 4.38% | 700,962 | 7,804 | 1.1% | $241.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.98亿 | 4.00% | 673,281 | -64,004 | -8.7% | -$1,882.74万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.96亿 | 3.95% | 2,655,286 | 10,031 | 0.4% | $73.87万 | 加仓 |
| IJH | ISHARES TR | $1.93亿 | 3.91% | 2,865,249 | -55,504 | -1.9% | -$374.82万 | 减仓 |
| AAPL | APPLE INC | $1.86亿 | 3.76% | 734,089 | 4,115 | 0.6% | $104.43万 | 加仓 |
| GOOGL | ALPHABET INC | $1.83亿 | 3.69% | 634,843 | -69,297 | -9.8% | -$1,992.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.54亿 | 3.11% | 629,377 | -80,003 | -11.3% | -$1,955.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.34亿 | 2.72% | 2,098,908 | -11,695 | -0.6% | -$74.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.32亿 | 2.68% | 640,274 | 3,688 | 0.6% | $76.30万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.04亿 | 2.11% | 1,432,519 | -8,415 | -0.6% | -$61.24万 | 减仓 |
| MCD | MCDONALDS CORP | $9,933.81万 | 2.01% | 319,631 | 426 | 0.1% | $13.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9,250.86万 | 1.87% | 996,001 | 7,878 | 0.8% | $73.17万 | 加仓 |
| BX | BLACKSTONE INC | $8,971.66万 | 1.81% | 780,212 | 45,290 | 6.2% | $520.79万 | 加仓 |
| MRK | MERCK & CO INC | $8,944.78万 | 1.81% | 743,601 | 15,082 | 2.1% | $181.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,717.37万 | 1.76% | 499,849 | 25,095 | 5.3% | $437.66万 | 加仓 |
| PEP | PEPSICO INC | $8,614.84万 | 1.74% | 554,758 | 16,732 | 3.1% | $259.83万 | 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 |
| BAC | BANK AMERICA CORP | $8,509.93万 | 1.72% | 1,745,626 | 29,413 | 1.7% | $143.39万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8,326.95万 | 1.68% | 1,050,454 | 24,412 | 2.4% | $193.51万 | 加仓 |
| KO | COCA COLA CO | $8,252.60万 | 1.67% | 1,085,155 | -1,614 | -0.1% | -$12.27万 | 减仓 |
| META | META PLATFORMS INC | $8,245.08万 | 1.67% | 144,112 | 2,158 | 1.5% | $123.47万 | 加仓 |
| — | HONEYWELL INTL INC | $8,226.34万 | 1.66% | 363,949 | -39 | -0.0% | -$8,815 | 减仓 |
| CSCO | CISCO SYS INC | $8,206.92万 | 1.66% | 1,057,729 | 3,762 | 0.4% | $29.19万 | 加仓 |
| AMZN | AMAZON COM INC | $8,199.09万 | 1.66% | 393,676 | 56,140 | 16.6% | $1,169.23万 | 加仓 |
| AMGN | AMGEN INC | $7,817.23万 | 1.58% | 222,175 | -147 | -0.1% | -$5.17万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,794.77万 | 1.57% | 1,331,529 | 28,991 | 2.2% | $169.71万 | 加仓 |
| ETN | EATON CORP PLC | $7,512.43万 | 1.52% | 210,038 | -43,747 | -17.2% | -$1,564.70万 | 减仓 |
| C | CITIGROUP INC | $7,312.85万 | 1.48% | 644,815 | -2,702 | -0.4% | -$30.64万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $6,809.58万 | 1.38% | 394,575 | 139,334 | 54.6% | $2,404.63万 | 加仓 |
| BLK | BLACKROCK INC | $6,637.82万 | 1.34% | 69,021 | 298 | 0.4% | $28.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,558.18万 | 1.32% | 108,509 | -6 | -0.0% | -$3,626 | 减仓 |
| COP | CONOCOPHILLIPS | $6,370.23万 | 1.29% | 482,593 | -106,143 | -18.0% | -$1,401.09万 | 减仓 |
| MDT | MEDTRONIC PLC | $6,233.40万 | 1.26% | 719,377 | 10,881 | 1.5% | $94.28万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5,823.44万 | 1.18% | 168,722 | -1,230 | -0.7% | -$42.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,129.70万 | 1.04% | 949,065 | 3,751 | 0.4% | $20.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,897.23万 | 0.99% | 144,957 | -137,351 | -48.7% | -$4,640.27万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,869.84万 | 0.98% | 844,872 | 62,219 | 7.9% | $358.63万 | 加仓 |
| NI | NISOURCE INC | $4,667.95万 | 0.94% | 1,000,418 | -8,265 | -0.8% | -$38.56万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4,411.65万 | 0.89% | 939,648 | -8,883 | -0.9% | -$41.71万 | 减仓 |
| NOW | SERVICENOW INC | $4,393.19万 | 0.89% | 420,200 | 172,906 | 69.9% | $1,807.73万 | 加仓 |
| SEIC | SEI INVTS CO | $4,348.63万 | 0.88% | 554,178 | 554,178 | — | $4,348.63万 | 新建仓 |
| HD | HOME DEPOT INC | $4,309.94万 | 0.87% | 131,045 | 3,231 | 2.5% | $106.26万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $4,144.73万 | 0.84% | 903,189 | -16,771 | -1.8% | -$76.96万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,694.02万 | 0.75% | 1,414,249 | 571,227 | 67.8% | $1,492.04万 | 加仓 |
| UNP | UNION PAC CORP | $3,532.77万 | 0.71% | 145,609 | 1,302 | 0.9% | $31.59万 | 加仓 |
| NVS | NOVARTIS AG | $3,526.29万 | 0.71% | 230,854 | 6,071 | 2.7% | $92.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,379.10万 | 0.68% | 67,628 | -2,281 | -3.3% | -$113.97万 | 减仓 |
| KRE | SPDR SERIES TRUST | $3,057.75万 | 0.62% | 469,340 | -23,190 | -4.7% | -$151.08万 | 减仓 |
| IJR | ISHARES TR | $2,859.71万 | 0.58% | 230,047 | 822 | 0.4% | $10.22万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,646.43万 | 0.53% | 298,357 | -6,415 | -2.1% | -$56.90万 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $2,411.48万 | 0.49% | 3,889,478 | -22,575 | -0.6% | -$14.00万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,327.48万 | 0.47% | 420,464 | 4,607 | 1.1% | $25.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,285.11万 | 0.46% | 47,686 | 45,501 | 2,082.4% | $2,180.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,268.92万 | 0.46% | 274,190 | -129 | -0.0% | -$1.07万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,166.07万 | 0.44% | 241,776 | 11,202 | 4.9% | $100.36万 | 加仓 |
| IYT | ISHARES TR | $2,145.26万 | 0.43% | 287,569 | -6,354 | -2.2% | -$47.40万 | 减仓 |
| WMT | WALMART INC | $2,104.12万 | 0.42% | 169,305 | -313,758 | -65.0% | -$3,899.38万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,009.07万 | 0.41% | 207,699 | 207,699 | — | $2,009.07万 | 新建仓 |
| ORCL | ORACLE CORP | $1,685.14万 | 0.34% | 114,550 | 5,787 | 5.3% | $85.13万 | 加仓 |
| O | REALTY INCOME CORP | $1,664.67万 | 0.34% | 272,094 | 70,153 | 34.7% | $429.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,655.92万 | 0.33% | 3,933 | 2,981 | 313.1% | $1,255.10万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,356.66万 | 0.27% | 31,896 | 125 | 0.4% | $5.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,267.25万 | 0.26% | 46,833 | 6,285 | 15.5% | $170.07万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,228.06万 | 0.25% | 20,710 | -324 | -1.5% | -$19.21万 | 减仓 |
| PFE | PFIZER INC | $1,217.50万 | 0.25% | 433,584 | 61,763 | 16.6% | $173.43万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,192.15万 | 0.24% | 116,115 | 3,764 | 3.4% | $38.64万 | 加仓 |
| — | EXXON MOBIL CORP | $854.03万 | 0.17% | 50,338 | 1,874 | 3.9% | $31.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $764.86万 | 0.15% | 12,800 | -65,326 | -83.6% | -$3,903.56万 | 减仓 |
| EFA | ISHARES TR | $753.00万 | 0.15% | 77,525 | 1,708 | 2.3% | $16.59万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $682.73万 | 0.14% | 94,916 | 20,886 | 28.2% | $150.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $610.64万 | 0.12% | 38,089 | 1,652 | 4.5% | $26.48万 | 加仓 |
| IVV | ISHARES TR | $607.75万 | 0.12% | 9,304 | -1,125 | -10.8% | -$73.49万 | 减仓 |
| IWB | ISHARES TR | $550.67万 | 0.11% | 15,444 | -34 | -0.2% | -$1.21万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $542.25万 | 0.11% | 116,813 | 17,152 | 17.2% | $79.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $526.91万 | 0.11% | 11,430 | 205 | 1.8% | $9.45万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $522.75万 | 0.11% | 37,793 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $512.34万 | 0.10% | 7,878 | -282 | -3.5% | -$18.34万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $507.16万 | 0.10% | 38,497 | 644 | 1.7% | $8.48万 | 加仓 |
| PSX | PHILLIPS 66 | $495.57万 | 0.10% | 27,202 | -1,640 | -5.7% | -$29.88万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $484.40万 | 0.10% | 70,975 | 70,975 | — | $484.40万 | 新建仓 |
| TSLA | TESLA INC | $410.04万 | 0.08% | 11,030 | 248 | 2.3% | $9.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $402.18万 | 0.08% | 43,887 | 37,382 | 574.7% | $342.57万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $390.92万 | 0.08% | 270,159 | 33,142 | 14.0% | $47.96万 | 加仓 |
| GOOG | ALPHABET INC | $316.75万 | 0.06% | 11,042 | -13,435 | -54.9% | -$385.40万 | 减仓 |
| IEFA | ISHARES TR | $311.27万 | 0.06% | 34,383 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $275.05万 | 0.06% | 1,868 | -3 | -0.2% | -$4,417 | 减仓 |
| EEM | ISHARES TR | $249.27万 | 0.05% | 43,894 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $230.59万 | 0.05% | 43,541 | 2,563 | 6.3% | $13.57万 | 加仓 |
| AGG | ISHARES TR | $219.04万 | 0.04% | 22,065 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $213.37万 | 0.04% | 7,519 | -82 | -1.1% | -$2.33万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $200.45万 | 0.04% | 26,320 | 26,320 | — | $200.45万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $152.10万 | 0.03% | 7,119 | -78 | -1.1% | -$1.67万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $142.56万 | 0.03% | 40,500 | 40,500 | — | $142.56万 | 新建仓 |
| CAT | CATERPILLAR INC | $136.66万 | 0.03% | 1,929 | -71 | -3.5% | -$5.03万 | 减仓 |
| MCK | MCKESSON CORP | $127.81万 | 0.03% | 1,477 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $112.13万 | 0.02% | 5,813 | 31 | 0.5% | $5,980 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $108.31万 | 0.02% | 16,123 | -449 | -2.7% | -$3.02万 | 减仓 |
| T | AT&T INC | $106.51万 | 0.02% | 36,739 | 7,882 | 27.3% | $22.85万 | 加仓 |
| V | VISA INC | $99.47万 | 0.02% | 3,291 | 6 | 0.2% | $1,813 | 加仓 |