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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $99.14万 | 0.02% | 10,196 | 1,708 | 20.1% | $16.61万 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC | $98.38万 | 0.02% | 15,387 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $95.91万 | 0.02% | 4,410 | -227 | -4.9% | -$4.94万 | 减仓 |
| SKE | SKEENA RES LTD NEW | $90.18万 | 0.02% | 30,344 | 30,344 | — | $90.18万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $87.87万 | 0.02% | 4,012 | 8 | 0.2% | $1,752 | 加仓 |
| CHE | CHEMED CORP NEW | $87.18万 | 0.02% | 2,308 | -1 | -0.0% | -$378 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $86.44万 | 0.02% | 2,643 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $82.50万 | 0.02% | 897 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $82.08万 | 0.02% | 1,422 | -167 | -10.5% | -$9.64万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.66万 | 0.02% | 30,678 | 1,507 | 5.2% | $3.86万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $76.26万 | 0.02% | 8,947 | -4 | -0.0% | -$341 | 减仓 |
| ET | ENERGY TRANSFER L P | $75.50万 | 0.02% | 39,119 | 39,119 | — | $75.50万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $72.89万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| RDNW | RIDENOW GROUP INC | $70.84万 | 0.01% | 100,339 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $69.85万 | 0.01% | 28,767 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $67.04万 | 0.01% | 768 | -33 | -4.1% | -$2.88万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $66.14万 | 0.01% | 1,587 | -899 | -36.2% | -$37.46万 | 减仓 |
| DE | DEERE & CO | $62.86万 | 0.01% | 1,116 | -12 | -1.1% | -$6,760 | 减仓 |
| CSX | CSX CORP | $61.80万 | 0.01% | 15,056 | -269 | -1.8% | -$1.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.69万 | 0.01% | 1,255 | -21 | -1.6% | -$1.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.60万 | 0.01% | 11,674 | -204 | -1.7% | -$1.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.49万 | 0.01% | 577 | 37 | 6.9% | $3.69万 | 加仓 |
| CMI | CUMMINS INC | $56.92万 | 0.01% | 1,058 | -11 | -1.0% | -$5,918 | 减仓 |
| NFLX | NETFLIX INC. | $56.92万 | 0.01% | 5,920 | -200 | -3.3% | -$1.92万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $55.43万 | 0.01% | 5,053 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $53.25万 | 0.01% | 1,660 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $52.41万 | 0.01% | 2,247 | -312 | -12.2% | -$7.28万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $51.63万 | 0.01% | 24,705 | 24,705 | — | $51.63万 | 新建仓 |
| — | TASEKO MINES LTD | $51.21万 | 0.01% | 79,402 | 79,402 | — | $51.21万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $47.86万 | 0.01% | 8,882 | -415 | -4.5% | -$2.24万 | 减仓 |
| GLD | SPDR GOLD TR | $47.37万 | 0.01% | 1,101 | 300 | 37.5% | $12.91万 | 加仓 |
| VB | VANGUARD INDEX FDS | $46.83万 | 0.01% | 1,788 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $46.81万 | 0.01% | 38,435 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $45.54万 | 0.01% | 1,068 | -137 | -11.4% | -$5.84万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $44.28万 | 0.01% | 1,543 | 41 | 2.7% | $1.18万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $43.69万 | 0.01% | 7,433 | 169 | 2.3% | $9,934 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.80万 | 0.01% | 2,963 | -31 | -1.0% | -$4,478 | 减仓 |
| SLB | SLB LIMITED | $41.02万 | 0.01% | 7,983 | -1,770 | -18.1% | -$9.10万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.34万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $40.18万 | 0.01% | 12,720 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $40.12万 | 0.01% | 1,169 | -18 | -1.5% | -$6,178 | 减仓 |
| LOW | LOWES COS INC | $40.03万 | 0.01% | 1,694 | -174 | -9.3% | -$4.11万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $39.34万 | 0.01% | 1,989 | -38 | -1.9% | -$7,516 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $39.23万 | 0.01% | 1,877 | -1,218 | -39.4% | -$25.46万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $38.75万 | 0.01% | 2,725 | -15 | -0.5% | -$2,133 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $38.55万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $38.16万 | 0.01% | 1,284 | -2,849 | -68.9% | -$84.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $38.08万 | 0.01% | 1,114 | -78 | -6.5% | -$2.67万 | 减仓 |
| VGT | VANGUARD WORLD FD | $37.96万 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $37.74万 | 0.01% | 1,944 | 108 | 5.9% | $2.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.30万 | 0.01% | 1,074 | -30 | -2.7% | -$1.01万 | 减仓 |
| MPC | MARATHON PETE CORP | $35.72万 | 0.01% | 1,463 | -2,488 | -63.0% | -$60.75万 | 减仓 |
| MGK | VANGUARD WORLD FD | $35.02万 | 0.01% | 953 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $34.20万 | 0.01% | 2,515 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $34.07万 | 0.01% | 4,169 | -2 | -0.0% | -$163 | 减仓 |
| ETR | ENTERGY CORP NEW | $33.76万 | 0.01% | 3,005 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $33.37万 | 0.01% | 1,195 | -43 | -3.5% | -$1.20万 | 减仓 |
| VEEV | VEEVA SYS INC | $32.60万 | 0.01% | 1,856 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $31.69万 | 0.01% | 1,874 | 71 | 3.9% | $1.20万 | 加仓 |
| FDX | FEDEX CORP | $31.66万 | 0.01% | 889 | -41 | -4.4% | -$1.46万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $31.57万 | 0.01% | 2,411 | 33 | 1.4% | $4,321 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.02万 | 0.01% | 4,130 | 4,130 | — | $31.02万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $31.00万 | 0.01% | 1,875 | 37 | 2.0% | $6,118 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.92万 | 0.01% | 1,188 | 8 | 0.7% | $2,082 | 加仓 |
| BILS | SPDR SERIES TRUST | $29.83万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $29.82万 | 0.01% | 2,460 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $29.18万 | 0.01% | 2,660 | -67 | -2.5% | -$7,351 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.05万 | 0.01% | 1,379 | -299 | -17.8% | -$6.08万 | 减仓 |
| CRM | SALESFORCE INC | $27.85万 | 0.01% | 1,492 | -41 | -2.7% | -$7,653 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $27.67万 | 0.01% | 2,813 | 328 | 13.2% | $3.23万 | 加仓 |
| AIZ | ASSURANT INC | $25.94万 | 0.01% | 1,191 | -274 | -18.7% | -$5.97万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $25.82万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $25.36万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.31万 | 0.01% | 2,622 | -887 | -25.3% | -$8.56万 | 减仓 |
| VST | VISTRA CORP | $25.27万 | 0.01% | 1,681 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $24.75万 | 0.00% | 1,688 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $24.66万 | 0.00% | 1,525 | -195 | -11.3% | -$3.15万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.28万 | 0.00% | 1,195 | -2 | -0.2% | -$406 | 减仓 |
| BP | BP PLC | $24.12万 | 0.00% | 5,131 | 5,131 | — | $24.12万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $23.92万 | 0.00% | 4,846 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $23.91万 | 0.00% | 3,344 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $23.83万 | 0.00% | 2,945 | -2,708 | -47.9% | -$21.91万 | 减仓 |
| IAUM | ISHARES GOLD TR | $23.50万 | 0.00% | 5,032 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $23.27万 | 0.00% | 788 | -280 | -26.2% | -$8.27万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.25万 | 0.00% | 490 | 490 | — | $23.25万 | 新建仓 |
| IYW | ISHARES TR | $23.19万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.15万 | 0.00% | 9,724 | -1,358 | -12.3% | -$3.23万 | 减仓 |
| SGOL | ETFS GOLD TR | $22.76万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $22.49万 | 0.00% | 2,303 | -207 | -8.2% | -$2.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.49万 | 0.00% | 576 | -2 | -0.3% | -$781 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.42万 | 0.00% | 265 | -11 | -4.0% | -$9,306 | 减仓 |
| MSTR | STRATEGY INC | $21.89万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.81万 | 0.00% | 2,982 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $21.62万 | 0.00% | 4,334 | 4,334 | — | $21.62万 | 新建仓 |
| HUBB | HUBBELL INC | $21.54万 | 0.00% | 439 | -20 | -4.4% | -$9,815 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $21.36万 | 0.00% | 2,273 | -58 | -2.5% | -$5,451 | 减仓 |
| QCOM | QUALCOMM INC | $21.35万 | 0.00% | 1,658 | 21 | 1.3% | $2,704 | 加仓 |
| EMXC | ISHARES INC | $20.51万 | 0.00% | 2,607 | -4,120 | -61.2% | -$32.41万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $18.04万 | 0.00% | 37,500 | 0 | 0.0% | — | 不变 |