CULLEN INVESTMENT GROUP, LTD.
LAFAYETTE LA · SEC CIK 0000797203
$7.58亿2026Q1 申报市值
179持仓数
39.2%前十大占比 · 第一大 6.4%
6 / 2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
PM 加仓+$521.09万
AMRZ 新建仓+$361.10万
AMZN 加仓+$317.22万
GD 加仓+$289.37万
FERG 新建仓+$288.53万
2026Q1 卖出最多 按季末市值估算
SO 减仓-$320.13万
AVGO 减仓-$315.54万
ETN 减仓-$279.48万
HD 减仓-$252.42万
BAC 减仓-$245.03万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INCORPORATED | $0 | 0.00% | 0 | -1,000 | -100.0% | -$34.51万 | 清仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $0 | 0.00% | 0 | -4,921 | -100.0% | -$28.38万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEN | WENDYS COMPANY | $11.73万 | 0.02% | 16,883 | -5,917 | -26.0% | -$4.11万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $19.56万 | 0.03% | 21,688 | -503 | -2.3% | -$4,537 | 减仓 |
| THO | THOR INDUSTRIES INCORPORATED | $20.21万 | 0.03% | 2,530 | -90 | -3.4% | -$7,190 | 减仓 |
| EMR | EMERSON ELEC COMPANY | $21.20万 | 0.03% | 1,618 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $21.24万 | 0.03% | 731 | -31 | -4.1% | -$9,009 | 减仓 |
| FDX | FEDEX CORPORATION | $21.39万 | 0.03% | 601 | -49 | -7.5% | -$1.74万 | 减仓 |
| YUM | YUM BRANDS INCORPORATED | $21.60万 | 0.03% | 1,389 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR | $21.89万 | 0.03% | 1,809 | 1,809 | — | $21.89万 | 新建仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $22.85万 | 0.03% | 1,253 | 3 | 0.2% | $547 | 加仓 |
| CNI | CANADIAN NATL RY COMPANY | $22.90万 | 0.03% | 2,229 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC SHS | $24.05万 | 0.03% | 2,173 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $24.75万 | 0.03% | 5,265 | 5,265 | — | $24.75万 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INCORPORATED COM SER A | $24.99万 | 0.03% | 5,300 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $25.28万 | 0.03% | 16,721 | 329 | 2.0% | $4,974 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $25.62万 | 0.03% | 799 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTERTAINMENT COM CLASS A | $25.92万 | 0.03% | 4,400 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $26.06万 | 0.03% | 4,269 | 15 | 0.4% | $916 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.23万 | 0.03% | 263 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS COMPANY | $26.48万 | 0.03% | 3,375 | 19 | 0.6% | $1,491 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LIMITED COM CLASS C | $26.55万 | 0.04% | 30,100 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 COMPANY | $26.74万 | 0.04% | 1,311 | -553 | -29.7% | -$11.28万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $27.29万 | 0.04% | 3,408 | -5,332 | -61.0% | -$42.70万 | 减仓 |
| ATO | ATMOS ENERGY CORPORATION | $27.47万 | 0.04% | 1,487 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INCORPORATED | $28.09万 | 0.04% | 2,350 | -127 | -5.1% | -$1.52万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $28.53万 | 0.04% | 994 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $29.87万 | 0.04% | 1,640 | 5 | 0.3% | $911 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $30.58万 | 0.04% | 6,751 | 29 | 0.4% | $1,314 | 加仓 |
| JOE | ST JOE COMPANY | $31.68万 | 0.04% | 5,044 | 8 | 0.2% | $502 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.75万 | 0.04% | 3,092 | -394 | -11.3% | -$4.05万 | 减仓 |
| BWA | BORGWARNER INCORPORATED | $33.24万 | 0.04% | 6,127 | 15 | 0.2% | $814 | 加仓 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $33.62万 | 0.04% | 1,487 | -69 | -4.4% | -$1.56万 | 减仓 |
| BA | BOEING COMPANY | $35.82万 | 0.05% | 1,800 | -150 | -7.7% | -$2.98万 | 减仓 |
| EBAY | EBAY INCORPORATED. | $35.91万 | 0.05% | 3,945 | 7 | 0.2% | $637 | 加仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $36.29万 | 0.05% | 3,761 | -158 | -4.0% | -$1.52万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $36.75万 | 0.05% | 10,000 | 10,000 | — | $36.75万 | 新建仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $38.18万 | 0.05% | 14,501 | -469 | -3.1% | -$1.23万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO COMPANY CLASS A | $38.53万 | 0.05% | 6,336 | -176 | -2.7% | -$1.07万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $38.86万 | 0.05% | 1,493 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $39.60万 | 0.05% | 12,306 | -385 | -3.0% | -$1.24万 | 减仓 |
| APA | APA CORPORATION | $39.81万 | 0.05% | 9,381 | -1,489 | -13.7% | -$6.32万 | 减仓 |
| WWD | WOODWARD INCORPORATED | $43.00万 | 0.06% | 1,201 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $44.24万 | 0.06% | 19,437 | -1 | -0.0% | -$23 | 减仓 |
| PFE | PFIZER INCORPORATED | $45.20万 | 0.06% | 16,095 | -2,803 | -14.8% | -$7.87万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $47.67万 | 0.06% | 2,421 | -2,511 | -50.9% | -$49.44万 | 减仓 |
| TGT | TARGET CORPORATION | $48.87万 | 0.06% | 4,032 | 25 | 0.6% | $3,030 | 加仓 |
| NSRGY | NESTLE S A SPONSORED ADR | $50.21万 | 0.07% | 5,067 | -353 | -6.5% | -$3.50万 | 减仓 |
| — | FIRST GTY BANCSHARES INCORPORATED | $50.47万 | 0.07% | 62,151 | -11,923 | -16.1% | -$9.68万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $50.72万 | 0.07% | 13,008 | -250 | -1.9% | -$9,748 | 减仓 |
| IIIV | I3 VERTICALS INCORPORATED COM CLASS A | $51.78万 | 0.07% | 23,156 | -1,500 | -6.1% | -$3.35万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $51.85万 | 0.07% | 858 | 2 | 0.2% | $1,209 | 加仓 |
| CLF | CLEVELAND-CLIFFS INCORPORATED NEW | $52.45万 | 0.07% | 62,069 | 0 | 0.0% | — | 不变 |
| — | CONRAD INDUSTRIES INCORPORATED | $52.50万 | 0.07% | 21,171 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION | $52.57万 | 0.07% | 7,319 | -250 | -3.3% | -$1.80万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $53.73万 | 0.07% | 3,773 | -43 | -1.1% | -$6,124 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $56.62万 | 0.07% | 3,546 | -15 | -0.4% | -$2,395 | 减仓 |
| SJM | SMUCKER J M COMPANY COM NEW | $57.13万 | 0.08% | 5,924 | -368 | -5.8% | -$3.55万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $59.03万 | 0.08% | 1,899 | 4 | 0.2% | $1,243 | 加仓 |
| CNH | CNH INDL N V SHS | $60.18万 | 0.08% | 54,710 | -20,389 | -27.1% | -$22.43万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | $61.02万 | 0.08% | 8,257 | -759 | -8.4% | -$5.61万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $61.04万 | 0.08% | 6,503 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $61.15万 | 0.08% | 5,318 | 34 | 0.6% | $3,910 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $64.37万 | 0.08% | 23,205 | -1,120 | -4.6% | -$3.11万 | 减仓 |
| ORCL | ORACLE CORPORATION | $65.91万 | 0.09% | 4,481 | 1,998 | 80.5% | $29.39万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $67.43万 | 0.09% | 14,373 | -14,387 | -50.0% | -$67.49万 | 减仓 |
| PEO | ADAM NAT RES FD INCORPORATED | $67.69万 | 0.09% | 24,350 | -3,049 | -11.1% | -$8.48万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $69.30万 | 0.09% | 12,024 | -1,977 | -14.1% | -$11.40万 | 减仓 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $76.51万 | 0.10% | 31,317 | -3,492 | -10.0% | -$8.53万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $86.38万 | 0.11% | 990 | 1 | 0.1% | $873 | 加仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $87.65万 | 0.12% | 13,484 | 63 | 0.5% | $4,095 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $88.18万 | 0.12% | 1,350 | -103 | -7.1% | -$6.73万 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $92.08万 | 0.12% | 18,298 | -656 | -3.5% | -$3.30万 | 减仓 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $95.28万 | 0.13% | 10,570 | -2,093 | -16.5% | -$18.87万 | 减仓 |
| KO | COCA COLA COMPANY | $96.45万 | 0.13% | 12,683 | -250 | -1.9% | -$1.90万 | 减仓 |
| VEEV | VEEVA SYSTEMS INCORPORATED CLASS A COM | $97.00万 | 0.13% | 5,522 | -566 | -9.3% | -$9.94万 | 减仓 |
| — | NATHANS FAMOUS INCORPORATED | $97.06万 | 0.13% | 9,636 | -895 | -8.5% | -$9.02万 | 减仓 |
| COR | CENCORA INCORPORATED | $97.65万 | 0.13% | 3,109 | 5 | 0.2% | $1,570 | 加仓 |
| GBX | GREENBRIER COMPANIES INCORPORATED | $100.31万 | 0.13% | 19,053 | -307 | -1.6% | -$1.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $100.94万 | 0.13% | 4,164 | -220 | -5.0% | -$5.33万 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $102.97万 | 0.14% | 5,516 | -6,921 | -55.6% | -$129.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $107.22万 | 0.14% | 3,962 | -4,130 | -51.0% | -$111.76万 | 减仓 |
| CSX | CSX CORPORATION | $122.72万 | 0.16% | 29,894 | -1,947 | -6.1% | -$7.99万 | 减仓 |
| ECL | ECOLAB INCORPORATED | $123.77万 | 0.16% | 4,653 | -188 | -3.9% | -$5.00万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $123.85万 | 0.16% | 5,973 | -2,047 | -25.5% | -$42.44万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $126.03万 | 0.17% | 4,441 | -11 | -0.2% | -$3,122 | 减仓 |
| TSLA | TESLA INCORPORATED | $126.10万 | 0.17% | 3,392 | -48 | -1.4% | -$1.78万 | 减仓 |
| RSG | REPUBLIC SVCS INCORPORATED | $127.37万 | 0.17% | 5,816 | 7 | 0.1% | $1,533 | 加仓 |
| HBCP | HOMEBANCORP INCORPORATED | $128.03万 | 0.17% | 21,134 | 1,308 | 6.6% | $7.92万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $131.05万 | 0.17% | 67,900 | 500 | 0.7% | $9,650 | 加仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $133.20万 | 0.18% | 48,506 | -414 | -0.8% | -$1.14万 | 减仓 |
| QCOM | QUALCOMM INCORPORATED | $133.77万 | 0.18% | 10,388 | -321 | -3.0% | -$4.13万 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $136.35万 | 0.18% | 15,085 | 401 | 2.7% | $3.62万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $139.23万 | 0.18% | 2,330 | 178 | 8.3% | $10.64万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | $140.65万 | 0.19% | 18,376 | 8,876 | 93.4% | $67.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $142.30万 | 0.19% | 15,415 | -50 | -0.3% | -$4,616 | 减仓 |
| BAC | BANK AMERICA CORPORATION | $145.02万 | 0.19% | 29,748 | -50,263 | -62.8% | -$245.03万 | 减仓 |
| PGR | PROGRESSIVE CORPORATION | $147.94万 | 0.20% | 7,463 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $148.70万 | 0.20% | 18,369 | -18,198 | -49.8% | -$147.32万 | 减仓 |